12 Step Program for Project Managers  ©   Copyright 1994 Jeffery L Ellefson,CPA Data Conversions/Project Mgt Integrators
Step # 1 Understand the Project  Scope of the Project-Budget & Timeframe Resources Needed and Talent Pool Available Management and Customer Commitments Document and Communicate Customer Expectations
Biographer on Author 10 years as CPA specializing in project cost type industries  Consultant and trainer of Project Control software, including all Primavera products for 15 years Project Controls Information specialist
Step # 2 Activities to be done  Manageable Detail Can also be Events-Milestones
Step # 3 Durations of time The estimate of time it takes to  NORMALLY  perform that activity NOT the constrained time or budget of the project. Consider Using PERT concept to estimate a duration value if questions e=(b+4m+w)/6 e=expected B=best case M=most likely W=worst case Just gives a weighted average Fosters a “team culture” that will not “blot” estimates
Step #4 Relationships Sequence of the activities A then B A and B can start at the same time or lagged
Step #5 Calendars Defines the Working Periods of the Project
Step # 6 Constraints Time restrictions of an activity Some “Polite” Some “Grumpy”
Step # 7 Resources and Costs Budget Costs assigned to Activities Resources Availability/Conflicts Actual and Costs at Completion
Step # 8 Baseline schedule Establish agreed upon timeframe and scope Current status comparison to Baseline Measurement
Step # 9 Update/Statusing the schedule Gathering Status Information Achievement Estimates to Complete Estimates at Completion
Step # 10 Communication Reporting Not Just Hard Copy-Paperless Access to the right information to make the best decision at that point in time
Step # 11 De-brief the project Document Lessons Learned For Future Project’s Step # 1
Step # 12 Update the estimating database for future cost references Helps establish standards of cost for future project estimates
3 C's of Project Management Every successful project MUST have these  three  elements  synchronized!
Communication Everyone needs to be  Informed  or  have access to the  desired  information when needed
Coordination Everyone knows what is expected from their person, organization or team in any given timeframe
Control Control the Budget of Project Control the Scope of Project Control the Quality of Project
7% Planning Costs returns 22% Saved in Coordination Costs PMI research data
Only  28 %  of  all  projects are Successful! Or 72%  of all Projects Fail! This is a sobering thought to Project Managers…who are “at risk”!
12 Reasons:  Why Programs or Projects Fail!!!!! Article published in  PM Network  in November 1996 written by John Gioia of Robins-Gioia, Inc.
Failure Reason # 1 Understanding Program Complexity See Step #1-Understand the Project See Step # 2- Manageable Activities See Step #11- Lessons Learned
Failure Reason # 2 Lack of Access and Internal Communication See Step #1-Understand the Project See Step # 10-Communication
Failure Reason # 3 Not Integrating the Key Elements See Step #7- Resources and Costs See Step # 10- Communication
Failure Reason # 4 No Measurable Controls See Step # 7- Resources and Costs See Step # 9 – Statusing Lack of solid PCIS
Failure Reason # 5 Requirement Creep See Step # 8- Baseline See Step # 9-Statusing
Failure Reason # 6 Ineffective Implementation Strategy See Step # 1-Understand the Project
Failure Reason # 7 A Software Tool is Not the Only Answer See Step # 1 through 10
Failure Reason # 8 Contractor and Customer have Different Expectations See Step # 1-Understand the Project
Failure Reason # 9 No Shared WIN-WIN Attitude See Step # 1- Understand the Project See Step 11 – Lessons Learned
Failure Reason # 10 No Formal Education See Step # 1 - Understand the Project See Step # 11- Lessons Learned
Failure Reason # 11 Lack of Leadership Commitment and Sponsorship See Step # 1- Understand the Project
Failure Reason # 12 Not Viewed as a Start-Up Business See Step # 1 - Understand the Project
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12 Step Program and 12 Reasons why PRojects Fail

  • 1. 12 Step Program for Project Managers © Copyright 1994 Jeffery L Ellefson,CPA Data Conversions/Project Mgt Integrators
  • 2. Step # 1 Understand the Project Scope of the Project-Budget & Timeframe Resources Needed and Talent Pool Available Management and Customer Commitments Document and Communicate Customer Expectations
  • 3. Biographer on Author 10 years as CPA specializing in project cost type industries Consultant and trainer of Project Control software, including all Primavera products for 15 years Project Controls Information specialist
  • 4. Step # 2 Activities to be done Manageable Detail Can also be Events-Milestones
  • 5. Step # 3 Durations of time The estimate of time it takes to NORMALLY perform that activity NOT the constrained time or budget of the project. Consider Using PERT concept to estimate a duration value if questions e=(b+4m+w)/6 e=expected B=best case M=most likely W=worst case Just gives a weighted average Fosters a “team culture” that will not “blot” estimates
  • 6. Step #4 Relationships Sequence of the activities A then B A and B can start at the same time or lagged
  • 7. Step #5 Calendars Defines the Working Periods of the Project
  • 8. Step # 6 Constraints Time restrictions of an activity Some “Polite” Some “Grumpy”
  • 9. Step # 7 Resources and Costs Budget Costs assigned to Activities Resources Availability/Conflicts Actual and Costs at Completion
  • 10. Step # 8 Baseline schedule Establish agreed upon timeframe and scope Current status comparison to Baseline Measurement
  • 11. Step # 9 Update/Statusing the schedule Gathering Status Information Achievement Estimates to Complete Estimates at Completion
  • 12. Step # 10 Communication Reporting Not Just Hard Copy-Paperless Access to the right information to make the best decision at that point in time
  • 13. Step # 11 De-brief the project Document Lessons Learned For Future Project’s Step # 1
  • 14. Step # 12 Update the estimating database for future cost references Helps establish standards of cost for future project estimates
  • 15. 3 C's of Project Management Every successful project MUST have these three elements synchronized!
  • 16. Communication Everyone needs to be Informed or have access to the desired information when needed
  • 17. Coordination Everyone knows what is expected from their person, organization or team in any given timeframe
  • 18. Control Control the Budget of Project Control the Scope of Project Control the Quality of Project
  • 19. 7% Planning Costs returns 22% Saved in Coordination Costs PMI research data
  • 20. Only 28 % of all projects are Successful! Or 72% of all Projects Fail! This is a sobering thought to Project Managers…who are “at risk”!
  • 21. 12 Reasons: Why Programs or Projects Fail!!!!! Article published in PM Network in November 1996 written by John Gioia of Robins-Gioia, Inc.
  • 22. Failure Reason # 1 Understanding Program Complexity See Step #1-Understand the Project See Step # 2- Manageable Activities See Step #11- Lessons Learned
  • 23. Failure Reason # 2 Lack of Access and Internal Communication See Step #1-Understand the Project See Step # 10-Communication
  • 24. Failure Reason # 3 Not Integrating the Key Elements See Step #7- Resources and Costs See Step # 10- Communication
  • 25. Failure Reason # 4 No Measurable Controls See Step # 7- Resources and Costs See Step # 9 – Statusing Lack of solid PCIS
  • 26. Failure Reason # 5 Requirement Creep See Step # 8- Baseline See Step # 9-Statusing
  • 27. Failure Reason # 6 Ineffective Implementation Strategy See Step # 1-Understand the Project
  • 28. Failure Reason # 7 A Software Tool is Not the Only Answer See Step # 1 through 10
  • 29. Failure Reason # 8 Contractor and Customer have Different Expectations See Step # 1-Understand the Project
  • 30. Failure Reason # 9 No Shared WIN-WIN Attitude See Step # 1- Understand the Project See Step 11 – Lessons Learned
  • 31. Failure Reason # 10 No Formal Education See Step # 1 - Understand the Project See Step # 11- Lessons Learned
  • 32. Failure Reason # 11 Lack of Leadership Commitment and Sponsorship See Step # 1- Understand the Project
  • 33. Failure Reason # 12 Not Viewed as a Start-Up Business See Step # 1 - Understand the Project

Editor's Notes

  • #3: Understanding the Project is the most important, critical and obvious step to a good project manager . In most cases, all the details are not known but at the same time the PM is charged with adequate planning. Knowing the stakeholders, sponsors and major parties of the project AND each party’s expectations needs to be well documented and understood. Adequate communication to these parties is most important.