FocusPM为非项目经理应用英文(ppt 59页).ppt

WORLD WIDEPROJECTMANAGEMENTMETHODOLOGYFocusPM ApplyingFocusPMforNon ProjectManagers Today sTopicsProjectManagementInitiativeHistoryofDevelopmentContentandStrategyRequiredinputstoFocusPMKeyBusinessPointsMethodologyOverviewBenefitsofFocusPMWhychooseHP CurrentState ThesizeandcomplexityofsolutionprojectshavebeenconsistentlygrowingDifferentresultwhiledeliveredbydifferentPM evenexcellent ProjectManagersusemethodologiesinconsistentlyBestpracticesarenotcaptured shared orreusedTheProjectManager srole responsibilityandauthorityarenotclearlydefinedClientdissatisfactionandlowprofitabilityareissuesinmanyprojects FutureState ProjectsareamajorcontributortoourprofitabilityClientsperceiveourProjectManagementasoneofHP scompetitiveadvantagesTheProjectManagerisperceivedasahighlydesiredjobwithinHPwithclearauthorityandresponsibilitytomakeprojectsasuccessUsingasingleglobalmethodologyandtoolscontributetosuccessfulprojectsKnowledgecaptureandreusegreatlyincreasetheeffectivenessofourProjectManagers ProjectManagementInitiative Objective2 Clearlydefineroleandauthorityaswellasmeasures rewards andscopingofProjectManagers Objective3 RapidlyenhanceourProjectManagementcapabilitythroughdevelopmentandhiring Objective1 EnabletheimplementationofaconsistentProjectManagementmethodologyworld wide RoleofProjectManager Responsibleforprofitability scope terms conditions cost schedule ofprojectKeyroleinsellingprocess qualifyingprojectandrecommendingGO NOGOAssessesandmanagesriskduringsellinganddeliveryprocessManagesprojectteamduringtheprojectManagesrelationshipbetweenclientsandHP partners subcontractorsMajorrelationshipwithCBM CBL PrincipalConsultantinpre salesDrivesthesuccessoftheproject PM sareEmpoweredto HavesoleaccountabilityforprofitabilityofprojectsHaveamajorresponsibilityinthesellingprocessHaveauthoritytobetheonlymanagerofprojectdeliveryHaveauthoritytobethemajorinterfacetoclientduringtheprojectDoesNOTmeanthatProjectManageristhemostimportantpersonforprojectsuccess entireHPTeamisimportantforprojectsuccess WORLD WIDEPROJECTMANAGEMENTMETHODOLOGYFocusPM HistoryofDevelopment ProjectManagersaskedforamoreprofessionalmethodologyforplanningandimplementingprojectsBasedonpreviousprinciple CPLC HPbestpracticesNovember1996initialstrategy January1998FinalReviewWWReviewTeam ComparedtoPreviousMethodology IsconsistentwiththeProjectManagementInstitute s PMI Prince2standards IncorporatesHPbestpracticesProvidesrigoranddetailintheplanningphasesIncludesarobusttoolkitintheplanningandimplementationphasesMeetstheneedofProjectManagerstomanageincreasinglylargerandmorecomplexprojects BenefitsofFocusPM ImprovedHPbottomlinebycuttinglossesonprojectsEnsuresconsistentworld wideapproachtoclientprojects willbeusedbyHPC ISBU andOSD DevelopedunderleadershipofglobalHPC ISBUSteeringCommitteeIncorporatesWWHPC ISBUbestpracticesandindustrystandardProjectManagementmethodsandterminology PMIandPrince2 Canbeusedforanytypeofproject Scaleable Providesafullsetofforms toolsandtemplatesIncludesarigorousprocessforassessing managingrisk ComponentsofFocusPM KeyStrategies ConsistentqualitycriteriaandmeasuresKnowledgesharingandre use ProjectSnapshots Sequenceofactivitiesandtasks BidPlan Design Plan Propose Negotiate PMprocessmeasurementsbyphase i e QualityReviewsQualityreviews processandcontent localprocess PMMethodologyforProjectManagersScaleable Useonallprojects ReviewCriteriaforeachTool OutputQualityreviewsineachFocusPMPhaseandActivity QualityinFocusPM FocusPM ScaleableforAllProjects Verylarge complexproject Smallproject Medium sizedproject How MethodologyStructureofFocusPM Phase Activity Task Process Output Tools Input Don tconfuse Output withClientDeliverables FocusPMMethodologyOverview 2 1PrepareTechnicalSolution2 2DevelopProjectScopeStatementandWBS2 3DevelopProjectSchedule2 4EstablishProjectResourceRequirements2 5DevelopProjectRiskManagementPlan2 6DevelopAdditionalPreliminaryProjectPlans2 7DevelopProjectBudget2 8ResolveInconsistenciesinProjectPlan2 9PerformProjectPlanQualityReview2 10PrepareandPresentClientProposal2 11PerformPlanningandProposalQualityReview Activities 3 1ReachAgreementonProposal3 2ProduceFinalProposalandProjectBaseline3 3CompleteContract3 4PerformSelectionQualityReview Activities 4 1StartUpProject4 2ConductProjectControlProjectPlanExecutionScheduleTrackingandControlFinancialTrackingandControlHumanResourcesMgt CommunicationsMgt QualityControlRiskManagementChangeControlConfigurationMgt ContractandProcurementMgt 4 3ImplementSolutionManagetotheProjectPlanProjectTeamsClientExpectationsProjectDeliverablesPerformClientAcceptanceTransfertoWarrantyandSupport4 4CloseProjectImplementation4 5PerformImplementationQualityReview Activities 5 1FulfilWarrantyCommitments5 2PerformWarrantyQualityReview Activities 6 1InitiatePost WarrantySupportServices6 2PerformSupportQualityReview Activities 1 1AppointProjectManager1 2EstimateBidEffortofEngagement1 3PerformQualityReviewofEngagement1 4RequestAuthorisationtoBid Activities RequiredInputs FromPrincipalConsultants SolutionConsultants ImprovedWinRatioandRepeatableBusiness FocusPMMethodology LocalAuthorisationFormOpportunityInvestigation AO SBC etc RequestforProposal RFP InvitationtoQuote ITQ SignedRiskOpportunityandAnalysisModel ROAM ITWILLCHANGETHEWAYWEDOBUSINESS JimSherriffFollowingFocusPMismandatoryforPM sTheProjectPlancontentisusedintheproposalPlanningcomponents DesignandProjectPlan canbedeliverabletemplatesinaconsultingprojectHP sservicemethodologies fromFOI s areincludedinthedevelopmentoftheWBSTheProjectPlanisthebasisforthecontractandbecomestheAddendumtothecontract NottheProposal NewRolesandResponsibilitiesforPM sandothersScalability allactivitiesandtasksrequired KeyBusinessPoints Ifrequiredresourcesarenotavailable PMescalatestheissuesandstopstheproject Reschedulingoccursuponstart upCheckpointsintheFocusPMBidPlanrequiremanagementapprovalbeforeproceeding BidPlan PresalesProjectPlan ImplementationProposal SubmissionClientnegotiatedproposalchangesScopechanges KeyBusinessPoints Continued TheProjectManagerisresponsiblefor leadingthedeliveryoflargeintegratesolutionandforkeystepsinthesaleofsolutionoverallprojectplan budget schedule staffing overallriskmanagementandprofitabilitymakingarecommendationtomanagement GO NOGOdecision effectivelyapplyingtheFocusPMMethodologytosolutionproject isthesinglepointofcontactwithclientistheBusinessManagerfortheprojectisaccountablefortheagreed uponmarginfortheprojectmanagesallpeopleresourcesontheprojectisaccountabletoSeniorManagermusthaveallchangecontrolrequestsapprovedbyHPManagementandClientprovidesperformancefeedbackonallprojectteammembersatmajormilestonesandprojectclose out alignedwithHPConsultingCouseleeReviewProcess DuringtheProject theProjectManager FocusPMMethodologyOverview 2 1PrepareTechnicalSolution2 2DevelopProjectScopeStatementandWBS2 3DevelopProjectSchedule2 4EstablishProjectResourceRequirements2 5DevelopProjectRiskManagementPlan2 6DevelopAdditionalPreliminaryProjectPlans2 7DevelopProjectBudget2 8ResolveInconsistenciesinProjectPlan2 9PerformProjectPlanQualityReview2 10PrepareandPresentClientProposal2 11PerformPlanningandProposalQualityReview Activities 3 1ReachAgreementonProposal3 2ProduceFinalProposalandProjectBaseline3 3CompleteContract3 4PerformSelectionQualityReview Activities 4 1StartUpProject4 2ConductProjectControlProjectPlanExecutionScheduleTrackingandControlFinancialTrackingandControlHumanResourcesMgt CommunicationsMgt QualityControlRiskManagementChangeControlConfigurationMgt ContractandProcurementMgt 4 3ImplementSolutionManagetotheProjectPlanProjectTeamsClientExpectationsProjectDeliverablesPerformClientAcceptanceTransfertoWarrantyandSupport4 4CloseProjectImplementation4 5PerformImplementationQualityReview Activities 5 1FulfilWarrantyCommitments5 2PerformWarrantyQualityReview Activities 6 1InitiatePost WarrantySupportServices6 2PerformSupportQualityReview Activities 1 1AppointProjectManager1 2EstimateBidEffortofEngagement1 3PerformQualityReviewofEngagement1 4RequestAuthorisationtoBid Activities KeyDecision HP sResponsetoClient InputLocalAuthorisationFormOpportunityInvestigationRequestforProposal RFP InvitationtoQuote ITQ RiskandOpportunityAnalysisModel ROAM OutputProjectManagerAppointmentClientRequirementsProjectMissionandObjectivesBidPlanBidQualityReviewLocalAuthorisationForm 1 0InitiationPhase Overview Objective ManageHP sopportunitycost KeyDecision HP sResponsetoClient 1 1AppointProjectManager 1 2EstimateBIDEffort 1 3PerformQualityReviewofEngagement 1 4RequestAuthorisationtoBid EngagementOpportunity PlanningandProposal Activity1 1AppointProjectManager Task1 1 1SelectProjectManager Task1 1 3ReviewProjectRequirements Task1 1 2EstablishProjectFile LocalAuthorisationFormOpportunityInvestigationRequestforProposal RFP orInvitationtoQuote ITQ Risk OpportunityAnalysisModel ROAM HPCForm 1 1 1ProjectManagerEngagementPMT5200LetterandProjectCharter 1 1 2ProjectFilePMC1250 1 1 3ClientRequirementsPMT1080 1 1 2ProjectFile EstablishedPMC1250 1 1 1ProjectManagerEngagementPMT5200LetterandProjectCharter Input OutputTools 1 0InitiationPhase ProjectFileinInitiationPhase 1 1AppointProjectManager 1 2EstimateBIDEffort 1 3PerformQualityReviewofEngagement 1 4RequestAuthorisationtoBid EngagementOpportunity PlanningandProposal Activity1 2EstimateBidEffort Task1 2 1CompleteProjectMissionandObjectives Task1 2 2DevelopBidPlan 1 1 3ClientRequirementsPMF1080 1 1 3ClientRequirementsPMF10801 2 1ProjectMissionandObjectivesPMT1100 1 2 2BidPlanPMT1200 1 2 1ProjectMissionandObjectivesPMT1100 Input OutputTools 1 0InitiationPhase 1 1AppointProjectManager 1 2EstimateBIDEffort 1 3PerformQualityReviewofEngagement 1 4RequestAuthorisationtoBid EngagementOpportunity PlanningandProposal Activity1 3PerformQualityReviewofEngagement Input OutputTools Task1 3 1ReviewProjectDocumentation Task1 3 2PerformQualityReview 1 1 2ProjectFilePMC12501 1 3ClientRequirementsPMF10801 2 1ProjectMissionandObjectivesPMT11001 2 2BidPlanPMT1200 1 1 2ProjectFilePMC12501 2 1ProjectMissionandObjectivesPMT11001 2 2BidPlanPMT1200 1 3 2QualityReview MinutesPMF6051 1 3 1DocumentationReview 1 0InitiationPhase 1 1AppointProjectManager 1 2EstimateBIDEffort 1 3PerformQualityReviewofEngagement 1 4RequestAuthorizationtoBid EngagementOpportunity PlanningandProposal Activity1 4RequestAuthorizationtoBid Task1 4 1PresentRecommendationforApproval Task1 4 3EstablishBidTeam Task1 4 2UpdateProjectFile 1 2 1ProjectMissionandObjectivesPMT11001 2 2BidPlanPMT12001 3 2QualityReview MinutesPMF6051 1 1 2ProjectFilePMC12501 4 1LocalAuthorisation 1 2 2BidPlanPMT12001 4 1LocalAuthorisation 1 4 3Internal ExternalResources BidTeamPMF5100 1 4 2ProjectFile UpdatedPMC1250 1 4 1LocalAuthorisation Input OutputTools 1 0InitiationPhase HighlightsofInitiationPhase ProjectMissionandObjectiveProjectBackgroundProjectObjective Client CriticalSuccessFactorExclusionsKeymilestonesConstrainHPObjectives RiskManagementbeginsintheInitiationPhaseandcontinuesthroughouttheotherphases SalesteamcompletesRiskandOpportunityAnalysisModel ROAM StressesvalueofformalizedriskassessmentprocessversusgutfeelingStressescontrolandprofitability Gooddecision Improvedwin lossratioNobadprojects HighlightsofInitiationPhase Continued TheProjectManager IsassignedearlyintheprocessReviewssalesinformationonclientandprojectCreatesProjectMissionandObjectivesDevelopsBidPlanRecommendsnextstepMayhaveanadditionalprojectreviewwithclient HighlightsofInitiationPhase Continued AsinputtoPhase1 theSalesTeam DevelopssalesvisionConductsclientevaluationQualifiestheClient Findsassurancesthatclientcanaffordthesolution DetermineswhetherclientvisioniscompatiblewithHPmissionDevelopsinitialriskanalysis ROAM HighlightsofInitiationPhase Continued 1outof10projectsprogressfromInitiationPhasetoPlanningandProposalPhase3outof4projectsinthePlanningandProposalPhaseprogresstotheSelectionPhase4outof5projectsintheSelectionPhaseprogresstotheImplementationPhase SuccessStory UKHPConsulting OverviewofInitiationPhase KeyDecisions ReviewPoints SelectionofProjectManager 1 1 1 BidRecommendation 1 4 1 QualityReviewofEngagement 1 3 InputApprovedBidPlanLocalAuthorisationFormClientInformationClientRequirementsProjectInformationServiceMethodologies OutputSolutionDesignScopeofWorkProjectPlan IncludingRiskPlan SupportPlan andWarrantyPlan ProjectFileLocalPricingWorksheetClientProposalLocalAuthorisationFormProjectPlan ProposalQualityReview Objective Designsolution developprojectplan andpresentawinningproposal 2 0PlanningandProposalPhase Overview KeyDecisions Design MOCInclusions Risk Scope ProjectPlan ERP 2 2DevelopProjectScopeStatement WBS 2 3DevelopProjectSchedule 2 4EstablishProjectResourceRequirements 2 5DevelopProjectRiskManagementPlan InitiationPhase PlanningandProposal continuedPart2 Activity2 1PrepareTechnicalSolution Task2 1 1ReviewClientRequirements Task2 1 7DetermineServiceMethodologiesandKnowledgeforReuse Task2 1 2EvaluateManagementofChange 2 1 2ClientRequirements ManagementofChangePMF1080 1 2 1ProjectMissionandObjectivesPMT11001 2 2BidPlanPMT12002 1 3ClientRequirementsPMF1080 1 2 1ProjectMissionandObjectivesPMT11002 1 3ClientRequirementsPMF10802 1 4Internal ExternalResources ThirdPartyPMF51002 1 5Internal ExternalResources SubcontractorPMF5100 2 1 5Internal ExternalResources SubcontractorPMF51002 1 5SubcontractorQualificationPMT5600 2 1 4Internal ExternalResources ThirdPartyPMF5100 2 1 2ClientRequirements ManagementofChangePMF1080 Input OutputTools 2 1PrepareTechnicalSolution 1 2 1ProjectMissionandObjectivesPMT11001 2 2BidPlanPMT12002 1 3ClientRequirementsPMF1080 1 1 3ClientRequirementsPMF10801 2 1ProjectMissionandObjectivesPMT11001 2 2BidPlanPMT1200 2 1 3ClientRequirementsPMF10802 1 4Internal ExternalResources ThirdPartyPMF51002 1 5Internal ExternalResources SubcontractorPMF51002 1 6ProjectMissionandObjectivesPMT1100 Task2 1 3ReviewwithClient Task2 1 4SelectThird PartyProductsandServices Task2 1 5SelectSubcontractor Task2 1 6UpdateProjectMissionandObjectives Task2 1 8DesignClientSolution 2 1 3ClientRequirements ReviewedPMF1080 2 1 1ClientRequirements SolutionRequirementsPMF1080 2 1 7ServiceMethodologiesPMF1300 2 1 6ProjectMissionandObjectivesPMT1100 2 1 8SolutionDesignPMT1350 2 1 7ServiceMethodologiesPMF1300 2 1PrepareTechnicalSolution 2 2DevelopProjectScopeStatementandWBS ConcisedefinitionoftheprojectobjectivesOverviewoftheendproduct service orsystemdeliverablesDetaileddescriptionofthesize type quantityandotherpertinentcharacteristicsofdeliverablecomponentsSolutionDesignoverviewProjectMilestonesDefinitionofHPandclientresponsibilitiesWarrantyandsupportrequirementsProjectexclusionsDescriptionofscopechangeprocess 2 2 4DevelopWorkBreakdownStructure ClearlydefinedintermsofqualityAlignedwithoneresourceorresourcegroupEstimatedandtrackedcostandtimeline 2 3DevelopProjectSchedule EffortandDurationestimatesconsistofthetimeavailabletocompletethetaskandtheresourcesrequiredtocompletethetaskwithintheavailabletimeframe Taskdependenciesestablishtherelationshipbetweentasks TheycanincludeSF StarttoFinish SS StarttoStart FF FinishtoFinishandFS FinishtoStart LeadandLagrelationshipsarecommon Milestonesrepresentsignificanteventsintheprojectlifecycle Effort Duration TaskDependencies Milestones 2 4EstablishProjectResourceRequirement Theresourceplancontains ResourceSummaryOrganizationalStructureHumanResourcePlanPerformancemanagementPracticesTransfertoWarrantyProvisionsMobilizationPlanReference 2 5DevelopProjectRiskManagementPlan IdentifyProjectRiskTechnicalChallengesLegalIssuesProjectScheduleRegulatoryIssueProjectBudgetMarketActionRiskAssessmentSummary 2 6DevelopAdditionalPreliminaryProjectPlan QualityPlanDeliveryPlanAcceptancePlanTestingplanAcceptanceCriteriaandProceduresCommunicationManagementPlanWarrantandSupportPlan 2 7DevelopProjectBudget DevelopHumanResourceCostEstimateMateriaksandSuppliesDevelopMobilizationCostsIncorporsteRiskmanagementCostsEstablishManagementReserveDefineClientValueEstablishSolutionPrice 2 9PerformQualityReview HavetheclientrequirementsbeenadequatelyaddresssedinSolutiondesign HastheProjectPlanidentifiedalloftheworkpackagesandresourcesrequiredfordeliveringthesolution Doestheprojectorganisationprovidethenecessarylevelofsupportandcontrol Istheprojecttimelineadequateforthescopeofwork HavealloftheprojectcostsbeenidentifiedandaccuratelyestimatedHavealloftheprojectriskfactorsbeenidentified InputProposalProjectPlanRiskManagementPlan OutputFinalProjectPlanandSolutionProposalProjectBaselineClosetheDeal ContractSigned ProjectSnapshot Objective WinclientbusinessinsupportofHP sbusinessobjectives 3 0SelectionPhase Overview KeyDecisions HP sResponsetochanges ContractT C s InputScopeofWorkProjectPlanClientContractProjectFile OutputProjectTrackingandControlImplementedSolutionInvoicesClientAcceptanceofSolutionClientEvaluationofHPProjectSnapshot Objective Deliverprojectwithintime budget andscopewhilemaximisingclientsatisfaction 4 0ImplementationPhase Overview KeyDecisions Performance Risk Acceptance Changes InputImplementedSolutionWarrantyPlanProjectPlanContractPost ImplementationReport OutputProjectCloseoutWarrantyServicesDeliveredCloseoutReportTransitiontoAppropriateSupport Objective Providewarrantysupporttoclient ssatisfaction 5 0WarrantyPhase Overview InputSupportPlanClientContractPost ImplementationReport OutputAppropriateDocumentsTransitionedSupportServicesDelivered Objective Providecontractedsupportservicestoclient ssatisfaction 6 0SupportPhase Overview HowdoesFocusPMBenefittheProjectManager EnablesTeamingduringsellingprocessEncouragesjointdecisionmakingSinglepointofcontactthroughoutengagementReducedstart uptimeReducedcostofs