Enterprise Project Management Methodology Generic

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Enterprise Project Management Methodology
Trainingfor a Mixed Audience

• Closeout Phase, Competency Assessment
• Project Management Challenge

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Complete Closeout Checklist
Definition
A closeout checklist is a listing of the key
tasks that should be completed during the
project closeout.
Importance
Key Tasks
Deliverables
Best Practices
It is intended to remind project managers of all
the key items which should be completed during a
closeout.
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Why is Completing a Closeout Checklist Important?
Definition
To make sure all closure activities are
completed
Importance

• It is important to make sure that all closeout
  activities are completed in order to avoid
  potential issues relating to security (if badges
  are not returned) and knowledge transfer (if
  deliverables are not uploaded to a centrally
  accessed repository)

Key Tasks
Deliverables
Best Practices
To properly end the project

• The project closure checklist will remind the
  project manager of the items that need to be
  completed before the project formally closes

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Complete Closeout Checklist

• Convene a meeting with project leadership,
  project managers and appropriate team members.
• Discuss activities on the closeout checklist
• Assign a lead to relevant activities .
• Compile a Closeout Report showing final status of
  deliverables, issues, changes, risks, costs.
• Use the Status Report template to get started
• Consider rolling unresolved issues and changes
  into the next phase of the project or into a new
  project.

Definition
Importance
Key Tasks
Deliverables
Best Practices
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Complete Closeout Checklist
Definition
Importance
Key Tasks
Deliverables
Best Practices
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Complete Closeout Checklist
Definition

• Involve team leads, project managers and
  executive leadership in the closeout process.
• Consider involving HR and IT Infrastructure
  personnel
• Review the closeout checklist template to make
  sure key items are not missing.

Importance
Key Tasks
Deliverables
Best Practices
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Discussion/Questions
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Facilitate Lessons Learned Activities
Definition
The term lessons learned is used to refer to
those items which project managers would like to
have known prior to starting the project.
Importance
Key Tasks
Deliverables
Lessons learned are typically gathered during a
meeting where all team members are given the
opportunity to contribute. Items identified
during the meeting are documented.
Best Practices
Once documented, these lessons learned can be
shared with other projects or agencies to impart
advice or things to avoid.
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Why is Facilitating Lessons Learned Important?
Definition
To continue learning and improving IT project
management
Importance

• Lessons learned can help you improve what you
  just produced in your project and perform better
  on future projects by reviewing your experience
  and learning from it

Key Tasks
Deliverables
Best Practices
To focus on performance standards and quality

• Gathering lessons learned is a useful process for
  focusing on performance standards and enabling
  participants to discover what happened and why it
  happened

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Facilitate Lessons Learned Activities

• Identify the approach to gathering lessons
  learned
• Meeting
• Via email
• Identify personnel who will be involved.
• Gather and document lessons learned.
• Determine how this "harvest" of learning will be
  shared with others in your organization on an
  ongoing basis.

Definition
Importance
Key Tasks
Deliverables
Best Practices
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Facilitate Lessons Learned Activities
Definition
Importance
Key Tasks
Deliverables
Best Practices
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Facilitate Lessons Learned Activities

• Make the lessons learned session an all inclusive
  activity involving all members of the project
• Develop a list of categories or questions which
  will prompt the group to participate, such as
• Project Management
• Blueprinting
• Communications
• Training
• It is possible that the lessons learned session
  could become contentious. Consider employing the
  use of a third party facilitator
• Consider surveying stakeholders before the event
  to use additional data to maximize the effort.

Definition
Importance
Key Tasks
Deliverables
Best Practices
13
Learning Activity

• Class discussion During your lessons learned
  session, a lot of aggression is being aimed at
  the training team because people sense the
  training deployment was not well organized. You
  sense that the meeting could become contentious.
  How would you diffuse the situation?

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Discussion/Questions
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Individual Assessment

• Project Management Competencies
• Competency Assessment Matrix
• Competencies linked to additional learning
  options
• Self-assessment of project management
  competencies and a prioritized training plan to
  review with your manager

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Project Management ChallengeAll scenarios are
purely fictitious, and do not represent any
actual person, event, project or workplace

• The goal of the PM Challenge is to challenge
  participants knowledge of all EPMM activities
  and how they work together in real life
  situations.
• Participants will be randomly divided into three
  or four groups. Each group will address the same
  scenario.
• Groups will have 1 hour to address the scenario
  and prepare a presentation.
• Participants will all take the role of Project
  Manager and prepare their presentation for a
  fictitious audience of one or more executives.

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Project Management ChallengeAll scenarios are
purely fictitious, and do not represent any
actual person, event, project or workplace

• The presentation should be no longer than 20
  minutes, covering
• Issues raised in the scenario in a project
  management context.
• Recommendations for addressing the issues over
  the next 60 to 90 days.
• Flip charts can be used to develop the
  presentation, and must be used to enhance the
  presentation and document the issues and
  recommendations (and record team names).
• The instructor can provide limited assistance.

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Project Management ChallengeAll scenarios are
purely fictitious, and do not represent any
actual person, event, project or workplace

• Each presentation should meet certain criteria
• The identification of core issues
• Beware of red herrings
• Focus on the work of the project
• The application of appropriate EPMM activities
• The probability of success of the recommendations

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Review of Expectations
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Course Evaluation