Saturday, June 23, 2012

6/23 Chapter 4 Ideas

Chapter 4:  Write the Rules:  Five Key Documents to Manage Expectations and Define Success

As a project manager, he must make sure that everyone involved understands the project and agrees on what success will be like. Since every project is different such as, the schedules, products, and people involved, the stakeholders may have different ideas on how to take on about the project. There are project rules for a successful project:  (1) agreement on the goals; (2) control over the scope of the project, and (3) management support.

A project charter is powerful because it is a formal recognition of authority. It is also a document that defines the project called statement of work (SOW). There are three agreements that document the project rules namely:  the statement of work, the responsibility matrix, and the communication plan.

Statement of work (SOW) is a documentation and acceptance of the expectation that lists the goals, constraints, and success criteria for the project—the rules of the game. Once SOW is written it is negotiated and modified by the various stakeholders; and once everyone agrees to its content, it becomes the rules of the project. SOW consists of:

1.      Purpose statement;
2.      Scope statement;
3.      Deliverables;
4.      Cost and schedule estimates;
5.      Measures of success;
6.      Stakeholders; and
7.      Chain of command

Responsibility Matrix details the assignments of each group involved in a project. It is ideal for showing cross-organizational interaction. It lays out the major activities in the project and the key stakeholder groups. It can help the communication problems between departments and organizations because it shows who to contact for each assignment.

Project manager creates a communication plan to make people more productive through agreements, plans, recommendations, status reports, and other means. Project manager uses communication plan to coordinates and influences all the stakeholders while giving them the information they need for the project.

6/23 Chapter 3 Ideas


Chapter 3:  Know Your Key Stakeholders and Win Their Cooperation

Many stakeholders fall into an expected set of roles. Some people will play more than one role and some roles will be performed by more than one person. Identifying stakeholders is easy and the questions to ask are, “Who will make a contribution?” and “Who will be affected by this project?” One of the stakeholder roles is project manager, who has the primary role in any project. The project manager must ask questions like:  “What is my authority?” “To whom do I report?” “Does this mean I’ll be relieved of other responsibilities?” “What are my expectations?” The second stakeholder role is the project team, who contribute time, skills, and effort to the project. Deciding who will be part of the project team usually happens during the definition and planning of the project. This selection process is complete when the team members have agreed to the responsibilities and roles of the project. Often identifying the team members is easy on small projects and is difficult on large projects. The third stakeholder role is the management, refers to functional management or line management. They are responsible for organization unit like “Engineering” or “Internal Audit” rather than a specific project. As project managers describe the functional managers as they help in “getting the right people at the right time” and “timely decisions based on the facts presented by the project team.” Functional managers also guide the project manager in identifying which functional managers are perfect for a specific project.

Functional managers are management support, corresponding to their:  (1) sponsorship, a specific one with a formal authority who is responsible for the project, he may be a senior executive or a junior manager, he may use his power on behalf of the project manager that the project manager often lacks, provide advice, or influence project priority, responsible for the success of the project, his primary task is to help the project manager and project team be successful and his contribution to a project is his or her authority (see duties  of a sponsor on page 47); (2) resources, functional managers who assign specific people and resources to a project, project manager must work closely with functional managers, once the project manager designs a work plan that details the skills required for the project-he is ready to identify the managers of other departments involved who are responsible for the workers of those departments, and the managers must approve the statement of work (SOW) and the project plan; and (3) decision authority, identifying the managers who make decisions can be tricky, for managers like whose operations will be affected by the outcome of the project, and for managers representing other stakeholders like customers, project manager needs to identify the less obvious ones, such as those with veto authority.

The fourth stakeholder role is the customer. Customer pays for a project such as:  product, description, budget, and the criteria by which success will be measured. In this case, the project manager should break the customer role into two primary contributors: those who supply requirements and those who provide funding to accurately identify the customer. The fifth stakeholder role is the representatives of external constraints. They are the federal, state, and local government agencies who have laws and regulations that affecting all facets of our lives. Many stakeholders involve with their representatives on all kinds of projects. The stakeholders are may have their own requirements that the team members must understand. The sixth stakeholder role is the advocates, opponents, and innocent bystanders. Consider more than obvious stakeholders that are involved a much wider audience. The people and organizations may become advocates or opponents that the team members must understand their stake.

Thursday, June 21, 2012

6/21 Links found online re feedback form / sponsor role

6/21 Email re Project/Task Clarification

MariaChristina Lambarte
9:32 PM (0 minutes ago)

to zhengxian
Hi Xian,

The more info you get the better for the team and the project overall so please read on and try to get more info about the sponsor(s). It would be best to follow along what the books says and the information that Dr. Tao provided on uLearn. Hope this helps.

Cristine

On Thu, Jun 21, 2012 at 7:18 PM, zhengxian <zhengxian111@hotmail.com> wrote:
Hi Cristine,
So,  my job is to get the information about the people who is the sponsor.
In the book it is written:The sponsor is the person with formal authority who is ultimately responsible for the project. A sponsor may be a senior executive or a junior manager.
In our case("calmat new student orientation"), the sponsor is
Samuel Tong because he is the Provost of Calmat, so what I need to do is to get his information and write a sponsorship proposal.
Is that correct?
sincerely,
Xian
MariaChristina Lambarte
2:18 PM (5 hours ago)

to Christina, zhengxian, Jian, Darren, Wayne, Eric
Hi Xian,

Sorry about the confusion. Everyone is to prepare a draft proposal of your assigned task and email to everyone on Monday, 6/25 so we can make any suggestion(s) during our meeting on 6/27. Jian's proposal is an example to get some ideas about the project. I read Jian's outline last night, which is a good start. I'm still reading the chapters and still digesting all the information so I can apply them to our project. Like for example,
  • Darren is assigned to the charter; he should look at Jian's proposal to get some ideas;
  • Christina will draft the Gantt chart; she should look at Jian's proposal to get information for her timeline for the project;
  • Weian will draft the ppt slides for the presentation;
  • I (Cristine) will put together a feedback form based on Jian's proposal; and
  • Xian (you) will work with the sponsor(s) by gathering the info about them.
Have you read the chapters by the way? I'm sure it explains there about the sponsor(s). You may want to apply the Project Sponsor Role that I found online to answer your question #1. Hope this helps.

To answer your question #2, Jian's proposal is a draft. We are to prepare our own draft based on our assigned task for now. The assigned task may change if one is not comfortable doing the task and will hopefully let us know on our next meeting on 6/27, Wed. at 8:30-9:30 PM via Skype (an invite will be sent). I can put Jian’s proposal in Google Docs later this evening if it would help everyone.

Let me know if you have any questions.

Cristine

6/20Transcript via Skype re Project


Attendees: Cristine (Facilitator), Darren, Christina, JIan, Wayne, Zhengxian
Optional Attendee: Dr. Eric Tao

Cristine Lambarte mcclambarte@gmail.com, Skype: rexyduh
Darren Tay darrentay@gmail.com 510-585-7978, Skype: usm_darrentay
Christina Oldham cannoldham@gmail.com 707-514-9628, Skype: Christina
Jian J. Shi jian1@sbcglobal.net, Skype: jianjshi
Wayne Shi wayne_shi@hotmail.com 408-904-8401, Skype: weian_shi
Zhengxian zhengxian111@hotmail.com 408-858-5628, Skype: Seraphinazheng

[8:02:57 PM] *** Maria Cristina Campos Lambarte added jianjshi, xian Zheng, Darren Tay, weian_shi ***
[8:03:01 PM] *** Group call ***
[8:15:48 PM] Maria Cristina Campos Lambarte: Jian said he started a feedback format that he'd like to share with the group.
[8:16:20 PM] weian_shi: Testimony/real person testimony
[8:16:52 PM] weian_shi: Some person on site
[8:17:44 PM] *** Maria Cristina Campos Lambarte added Christina ***
[8:18:53 PM] Maria Cristina Campos Lambarte: Every Wednesday 8:30-9:30pm
[8:21:04 PM] Christina: I'm here at the Skype meeting BUS 528 meeting
[8:21:07 PM] Maria Cristina Campos Lambarte: Read Jian's Project Proposal.
[8:21:29 PM] Darren Tay: Looks good... That's very good start
[8:21:39 PM] xian Zheng: already very detail
[8:22:07 PM] Maria Cristina Campos Lambarte: Please make any suggestion for the next meeting of what other things that you can think of to add on Jian's proposal.
[8:22:16 PM] Maria Cristina Campos Lambarte: Yes. Xian.
[8:26:33 PM] weian_shi: Starting date , ending date is fixed already
[8:26:37 PM] xian Zheng: will we do those forms like state of work, and charter, and so on separately, or in group
[8:27:20 PM] Maria Cristina Campos Lambarte: Yes. I understand the starting date and ending date is already set.
[8:27:26 PM] Christina: We could put some powerpoint/trifold pamplets, or tutorials describing the CALMAT learning model, registration plan, overview of terminology to meet the objectives of this project
[8:28:12 PM] Maria Cristina Campos Lambarte: Yes. Christina that's what Weian said earlier about the ppt for presentation.
[8:29:43 PM] Maria Cristina Campos Lambarte: Cristine will do feedback form, Christina will draft a gantt chart
[8:29:56 PM] Maria Cristina Campos Lambarte: Jian had started a project proposal...
[8:30:09 PM] Maria Cristina Campos Lambarte: Weian will do a ppt slides
[8:30:16 PM] Maria Cristina Campos Lambarte: Xian..
[8:30:19 PM] Maria Cristina Campos Lambarte: Darren
[8:31:14 PM] Maria Cristina Campos Lambarte: Jian's proposal is a good start for charter...
[8:31:42 PM] Maria Cristina Campos Lambarte: Darren you can look at Jian's proposal and see if you can work with the charter
[8:32:16 PM] Maria Cristina Campos Lambarte: Xian, how about work the sponsors...
[8:32:29 PM] Maria Cristina Campos Lambarte: *the with the
[8:32:58 PM] Maria Cristina Campos Lambarte: come up with questions and we will ask in the next f2f session
[8:36:59 PM | Edited 8:37:19 PM] Christina: Here's a few ideas for the powerpointA. Knowing the CALMAT learning model
B. Knowing the registration process and individual learning plan - screen shots
C. Knowing where to get resource - food, library, parking, study partners - flowchart?
D. Knowing the basic technology - ulearn, gmail, calmat.us
E. Register classes - screen shots
F. Walking tour of Starbucks, MLK library, eateries, museums, etc - include maps
[8:37:07 PM] Maria Cristina Campos Lambarte: Think aboout the legal liabilities so we have to be careful who we talk to.
[8:37:23 PM] Maria Cristina Campos Lambarte: Christina, great!
[8:37:31 PM] Maria Cristina Campos Lambarte: *aboout about
[8:38:04 PM] Christina: I need to do planning, GANTT chart, and propose some dates
[8:38:16 PM] Maria Cristina Campos Lambarte: Yes, Christina...
[8:42:23 PM] Maria Cristina Campos Lambarte: Email your proposal to everyone on the team on Monday
Transcript ends.

Saturday, June 9, 2012

6/9 Visiting two blogs...

I guess I am too early to post. I visited Deanna as the first one to see, however she doesn’t have anything about Chapters 1 and 2 yet at this time. The same with Wayne…I’ll try again Tuesday.


6/9 The "Project" / Evaluation using SMART goal

B:  Below is the description of the “Project:”
Gantt chart is a tool used in planning and scheduling projects. At this point we don’t have one establish yet about who is going to do what, but we have started with the plan and with a given date to execute the project which is 8/24.  The project is an orientation for CALMAT. As explained in the following this project will be a group project that is for everyone in the class to work on. We are all project managers at this time. Using the SMART goal, as a group we should know the specifics of the project, at this point it is not clear; measurable, yes we have some means to be able to know if the goal is obtainable; agreed upon, yes to this one; I believe we have all the resources, knowledge, and time available as far as being realistic; and time-framed, we have an end schedule, 8/24.

C:  On 6/2 during the face to face Project Management class, we decided to do a 3–hour orientation project for CALMAT. This project will be a group project for everyone consisting of 7 or 8 students. The project orientation will include some ideas as discussed:
  1. ulearn system;
  2. find a good restaurant for Saturday night;
  3. Skype connection;
  4. public transportation;
  5. free job fair, conference, gathering, location resources-conference; and
  6. others.
Using the concept of SMART as discussed on 6/2; who is involved, have the teams worked together before; coordination, be specific what the goals of the project; completion, how is it going, are we attaining the goals set; and management, be realistic, are we on track, both willing and able to work with the goals set. Based on Chapter 2, this orientation project is going to fall into a project not ongoing operation because it is a one-time project for this Project Management class. The project has a beginning, an end, and it is unique. There are challenges though such as personnel needs, estimating in costs (money), schedules (time), authority, and controls to show the budgets (feature). If it goes successful, I believe it can be ongoing operation after 8/24. Again, setting goals by using the Specific-Measureable-Attainable-Realistic-Timely goals can avoid this project to fail because our goal is clear, we have management/leader skills, our time is well managed, we have resources, we are motivated, and we have the skills.

6/9 Chapters 1 and 2



Chapter 1:  Project Management:  The Key to Thriving in the New Project-Driven World

In the twenty-first century, our global economy is powered by innovation.  Understanding the discipline of project management and knowing the project, we can apply the methods and techniques of project management when we meet obstacles. In our global workplace, it is very crucial to keep in mind the excellence of every performance of a project especially to an ongoing operation. Conversely, project management defines—a set of methods, theories, and techniques in managing complex projects. Many projects rely on the concepts of project management. Some of these concepts are:  communication among the members of the project; assessment of costs, “Is it measurable or timely?” consider the concept of SMART as discussed in the class on 6/2/12; who is involved, have the teams worked together before; coordination, be specific what the goals of the project; completion, how is it going, are we attaining the goals set; and management, be realistic, are we on track, both willing and able to work with the goals set. Again, some preceding information was based from the SMART concept in addition to what the chapter stated. Moreover, both business start-up and a nonprofit organization promote the use of project management as their starting point, and then make their adjustments later on to meet their needs. Using project management as a strategy in leading projects stands out. However, project managers alone can’t do everything without the:  executives, who select the projects; functional managers, who sponsor, lead, or oversee the projects; and team members, who understand project management, in order for the project to be capable to produce a strategic advantage. Without strong project management strategy, projects fail that can only hurt the organization.


Chapter 2:  Foundation Principles of Project Management

There are two groups in the range of activities in any workplace that require project management:  projects and ongoing operations. Projects are the work that’s done one time; and ongoing operations are the work that we perform as a routine. Every project has a beginning, an end, and it is unique. Whereas, ongoing operations have no end schedule to finish the project, it is identical with the project as far as producing the same product or project. For example, an insurance company the deals with thousands of claims every day; a bank teller that serves over 100 customers daily; and power companies that operate such energy day after day. Ongoing operations create the same products or projects and have no specific end. There are challenges when dealing with projects that require different management disciplines.  Some of these are:  personnel, which every project has different personnel needs; estimating, in costs and schedules in order to calculate any possible projects, etc; authority, organization charts that show authority within a firm; and controls, that show operational budgets of costs. These challenges can go on to show the different styles in managing projects. We present the difficulties of projects when we deal with them because managing projects have more set of challenges than ongoing operations. At times, projects and ongoing operations relate; project change ongoing operations and/or projects are present within an ongoing operation, etc., but both may be supported out of the same budget process and use the same members involved in the project. As we see, projects have unique problems that project managers must learn the different management disciplines to become effective leaders.

Sunday, June 3, 2012

6/3 Create a blog...

Thanks for visiting my blog! My name is Cristine Lambarte, MBA student at California University of Management and Technology (CALMAT). I started last fall term 2011 and this summer is my third term. Currently, I'm taking two classes:  Project Management and Leadership and Organization Behavior. In the Project Management class, my take away is to learn and develop the skills in managing projects using the examples we will be using in the class. In the real world, I deal with many projects using different skills that I have learned in the past. I took many classes offered by the County of Monterey. One of them was Project Management but it was just a day course. The length of this course should be good and hope to pick up from this class that I can certainly use and apply in the real world. In fact, I said we will be using examples in class, to re-phrase that we are actually going to do a real project for CALMAT which I am looking forward in doing and working with other students.