Project Management Tools

Just like any other profession, Project Managers have tools of the trade.  Here are some suggestions and ideas of what to put in your ‘toolbox’ and how these tools can be applied:

Project Planning Tools

Creating the Work Breakdown Structure (WBS), a hierarchical representation of the breakdown of project deliverables, is the core item in project planning.  Tools that can be used to develop the WBS include:

  • Spreadsheet software
  • Gantt Chart software
  • Mind Mapping Software (this one is a favourite of mine for this purpose, particularly if you can then export your results to a Gantt chart format)
  • Flow chart software
  • Presentation software

Project task planning and tracking

This one really depends on skill and expertise of the Project Manager with various software tools, however the recommended tools for this one are:

  • Gantt chart software (highly recommended, however the Project Manager really needs to have some proficiency with this – but then again – there’s really only one way to learn!)
  • Spreadsheet software (if you don’t know or don’t have time to learn about Gantt chart software)

Project Documents

Documents such as the project charter, project mandate, project brief or project initiation document are best presented in the standard text based document type format.  So the recommended tool here would be:

  • Word processing software

Project Reporting

Project progress reporting is really important but you really need to think through how you present this one.  Given that you will need to regenerate a similar document many times over the course of the project.  Tools that can be used to develop the progress report include:

  • Spreadsheet software
  • Word processing software

Issue/Risk/Deliverable Management

This area is about logs – issue logs, risk logs, quality/deliverable logs.  Suggested tools for this area include:

  • Spreadsheet software
  • Database software
  • Specific software for issue management

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PMBOK Explained – Session 2: Projects, Lifecycles and Organizations

PMBOK ExplainedIn session 2 of our PMBOK series we look at the project lifecycle and organization.

This series is helpful for those wanting to get a high level overview of the Project Management Body of Knowledge before undertaking further study or PMP exam preparation.

By the way, you can read more about PMP exam preparation, specifically, PM Prepcast by reading our PM Prepcast review.

You can watch the video and download the slides below!

Download the slides from this presentation: Project Management Success – PMBOK Explained – Session 2 Project Lifecycle and Organization (507k PDF)

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PMBOK Explained! Session 1 – What’s it all about then, anyway?

PMBOK ExplainedHere’s the first part of our new 12 part series called ‘PMBOK Explained’ – it’s a high level overview of PMBOK aiming to give you enough information to increase your knowledge and help you determine if PMBOK is something you may find useful and wish to pursue with further study.

You can view the video here and download the slides down below.

Download the slides from this presentation:  Project Management Success – PMBOK Explained – Session 1 Intro (464k PDF)

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How to pass PMP first go!

passing PMP examOk, now everyone huddle in close, come on, lean in so I can whisper the secret of PMP exam success and tell you how to pass the PMP exam.

You ready for it……

PRACTICE!

Huh? You’re disappointed?  Well don’t worry, I’ve got more, come on, huddle in again.

Here it comes…..

STUDY!

Err…yup!  That’s all I got.

What’s that?  You were waiting for a big secret?  The magic bullet?  Right, well, sorry about that then!  You see, there really is only one way to pass the exam and that is to know your stuff and there’s only one way to know your stuff – ok, I’ve named two – so there’s only two ways to know your stuff, our old friends practice and study!

But you know what that secret is, that magic bullet, it’s how you study.   Some people spend hours wading over the PMBOK manual but really, that’s not it.  You really need to understand practical application and know your stuff well and if you are yawning over a dry text book, well it sure is hard to stay motivated!  Some people get focused on knowing every single detail and focus in on the stuff that isn’t as important – but how do you know the difference between the ‘really must know the detail’ stuff from the ‘I can just gloss over this bit’ stuff?

The answer my friend is blowing in the wind…ah, sorry, got a bit carried away there!   The answer is really in getting yourself a killer PMP exam preparation guide.  Now there are heaps of books you read and some of these are great, in fact, I’ll be doing a book review series soon where I’ll cover some of those, but in all honesty and I’m sure you’ve looked at my site and know, I have to recommend PM Prepcast because I honestly just think, it is the best value, best format, best presented PMP exam course that you’ll find.  And if you’re anything like me and just lost the time and inclination for studying textbook (you know, full time job, kids, busy, busy) then you can watch these videos on the iPhone out and about, listen to the audios whilst running/walking or in the car on the way to work.  I just love it.  Full stop!!

You can see my full review of PM Prepcast here.

passing PMP exam

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Project Management Certification – PMP

Having Project Management Certification provides benefits to both you and your employer.

Whether you are an experienced Project Manager or just starting out, going through the certification process provides you with great learning opportunity.  Having the actual certification also gives you a level of professional recognition and credibility and means that you are more likely to be able to command a higher salary.

PMP stands for Project Management Professional. PMP certification is offered by PMI (Project Management Institute) and being a certified PMP demonstrates that you meet a certain level of proficiency in project management and leadership skills.   PMP is widely recognized by major companies and government agencies worldwide as the standard qualification for the role of project managers with the other well recognized qualification being Prince2 Practitioner (though this is more popular in the UK and Australia).  These days, many companies require their project managers to hold certification in Project Management and PMP is the most recognized choice.

I recommend that you think about obtaining certification, this is one of the best project management tips I can offer!  It really does lift your knowledge as well as your marketability and improves your level of project management success.  Check out this post for information on preparing for the PMP exam.

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Getting signoff

Getting sign off from a customer during a project can be a frustrating experience.  It can hold up the work on the project, pushing out your timeline and impede your project cashflow where payments are dependent on getting acceptance.  All of this is not good for project management success!

The issues that you may come across in getting a document or a deliverable signed off include:

  • Insufficient time allowed in the plan for review of the deliverable item
  • Insufficient support given to customers in the handover of a deliverable
  • Insufficient project management around this crucial period

I’ll talk about each of these briefly in this post.

Insufficient time allowed

It’s hard to stay in front when you didn’t have enough time allowed in the first place.  So consider the review periods that will be required, both internal to your organisation and at the customer end.  The more reviews and the more people involved in getting sign off, the greater the time period that needs to be allowed for.  It can be really tempting when planning a project to reduce these periods so try as hard as you can to resist calls from above to cut down the review times.

Insufficient support given to customer at the time of handover of the deliverable

Think about what you are handing over to the customer and ensure that you give clear instructions on what you need from them.  Be clear about what it is you expect them to do with the deliverable, be clear that you are expecting approval or proposed amendments (or whatever is relevant), be clear about the format you wish to receive feedback in and be clear about the timeframe you expect to have a response by.   Consider also that your customers may need help with their review of the deliverable and provide the necessary assistance.  For example at the handover of a piece of software for User Acceptance Testing you may need to provide a training session or demonstration, along with necessary testing plan and/or scripts and instructions on how and where to log issues with the software.

Insufficient project management

This is not the time to leave people to their own devices.  You should keep in regular contact with your customer and facilitate the approval of the deliverable by pushing them along in performing their actions as well as solving any issues that may impede them from undertaking their review or providing their approval.

Projects can really blow out around approval times, so to maximise your chances of project management success make sure you allow enough review and signoff time, provide support and manage the process.

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Project Management Success – Keeping it Simple!

I really agree with the keep it simple approach.  When scoping out a software project, I try to scope the minimum functionality that will meet the customers needs.  I find this hard sometimes, so when I feel myself wanting to add a function or feature that I believe is good, but possibly beyond the basics I write it down (just to get it out of my system) but place it in a list of ‘Potential Enhancements’ that are for consideration beyond the initial project.  This is because I can’t afford to complicate the project beyond what is needed.

I came across a blog post that also embodied this philosophy within the software development phase:

It’s important to bear in mind the ‘Keep it simple’ philosophy throughout a project, if you stick to the minimum required to meet the customer deliverables you’ll be much more likely to deliver.  If you try to get fancy, you can come unstuck!

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Mind Mapping for Project Management Success

I love mind mapping software!  It’s simple, it’s visual, it’s versatile – and everybody gets it!  I use mind mapping software throughout the project lifecycle for many purposes, including:

Product Breakdown Structure – the very first thing I do when I’m making sense of what a project is about is go through the documentation and try to define what the project deliverables are.  I use mind mapping software to make a visual and hierarchical representation of the project products in a product breakdown structure (PBS).

Project Plan – once I’ve identified the products of the project I can then export this PBS from my mind mapping software to my Gantt chart software, which happens to be MS Project 2007 at the moment.

Project Meetings – I use mind mapping software to take notes during any project meetings and then export the notes to MS Word or a pdf document.

Project Reporting – I keep the PBS and add some progress type icons to it and use this as a key project reporting tool.  Project boards and committees love it – they don’t have to wade through gantt charts or cumbersome text, they can just look at it – and get it!

So there’s just a few uses for you!

The software I use for mind mapping is Mindjet’s Mind Manager 8 – it’s commercial software that costs a little bit, but well worth it for the use I get out of it!  There is a free alternative that looks quite good – though I’ve not tried it and so not sure if it has all of the cool export options, but recommend you give it a go if you want free software – it’s called XMind.

Sample Product Breakdown Structure with progress indicators

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Project Management Success

Being a Project Manager is hard work!  It can be an extremely challenging undertaking – managing people, tasks, risks, issues,activities and deliverables.  Get it right and sometimes it may just go unnoticed – all part of the job.  Get it wrong, however, and you  can bet everyone will be watching!  Being in control of a large project is kind of like being in control of a large freight train that is hurtling down the tracks. Exhilirating and a little bit scary!

Project management success depends on the ability of the project manager to perform in a number of areas:

  • Planning – the project manager needs to undertake a thorough and detailed planning phase that identifies the actual deliverable items of the project along with the development approach, the resources, time and tasks involved and the quality acceptance criteria.
  • Manage stakeholders – the key stakeholders of the project should be identified and an appropriate engagement and communcation plan developed for managing the stakeholders.
  • Manage teams – the project manager needs to lead a team to deliver the project products.
  • Manage Tasks – the tasks of the project need to be identified, estimated in terms of cost, time and resource requirements and tracked through the project.
  • Manage Scope – the scope of the project, or the quality and quantitiy of project product and function needs to be carefully managed throughout a project to ensure it stays close to the planned project outcomes and remains within the constraints offered by time and cost.
  • Manage Risk – risks need to be identified, assessed for their likelihood to eventuate and potential impact on the project should they eventuate.   Actions to mitgate risks should be employed where appropriate and risks should be monitored and managed throughout the project.
  • Manage Issues – similar to the management of risks, issues need to be identified, analyzed and managed through a project to reduce their negative impacts upon a project.
  • Communicate – communication is a key part of project management.  The project manager is the central point of communication for all project stakeholders.  Communication needs between the project team members, the project manager and the customer.  Project meetings and project reports are often the key vehicles for project communication.
  • Documentation – project documentation serves several purposes – it clarifes and solidifies what the project is about and who is responsible, it facilitates better tracking and management of the project and forms part of the communication of the project.
  • Manage Delivery – ulitimately the project has to deliver something.  It is important for the project manager to remember that whatever else is going on, whatever reports need to be written, meetings that need to be held, risks that need to be monitored and so forth, the primary focus must be on delivering the goods!
Having a process to follow, a methodology, can play a part in project management success.  Many project managers tend to be well organized and methodical planners and executers of process – and that is no accident.  Project management process is imperative to consistent success in managing projects.
Having templates and tools to assist in delivery projects is also a facilitator of project management success.  There are many software tools available to help you, including:
  • Project product planning tools.
  • Project task planning and tracking tools.
  • Project Documents.
  • Project Reporting tools.
  • Issue/Risk/Deliverable Management tools.

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