Access Services Department
Knight Library

Project Planning and Management

Workshop Nov 7 - 9, 2007

Presenter: Ernie Nielson, BYU
UO attendees: Sara Brownmiller, Shirien Chappell, Kirstin Hierholzer, Jon Jablonski, Barbara Jenkins, Cara List, Erin O'Meara, Blake Scott, Laine Stambaugh, Laura Willey, Dean Walton

These are informal notes taken by SChappell.

Staff comments about the workshop

How we're using what we learned:

Overview:

What is a project? It's work that has a definite beginning and end, and it has specific deliverables and a budget. It might morph into becoming "non-project work" for somebody if the program or process becomes a permanent new service, but as a project it begins, it gets planned, it gets built or installed or implemented, and it ends.

What makes projects fail?

A successful project planning process:

In the absence of a good process we debilitate good people.


Multiple projects make a program. Several programs make a portfolio. Portfolio Management is maintaining several projects at the same time. The Portfolio manager has several project managers reporting to her. Portfolio management includes getting the right people on the right projects at the right time -- knowing that some projects mature at different times (which may free or constrain various people's schedules) and picking the right projects. The Portfolio manager needs to know what resources are available (people and tools) and then needs to tell the organization what non-project work should be left behind so that the project work can take priority.

Before starting a project it's a good idea to inventory current projects. Find out if folks are doing what they think are projects when they're really non-project work, and vice versa.

A little something about a project manager:


1.0: Establish Project Context:

1.1: Review the Project Information:

1.2 Establish the Planning Structure:


2.0: Plan the Project

2.1: Define the Project Scope:

2.2: Create the Preliminary Resource Schedule:

2.3: Complete the Plan:


3.0: Execute the Project:

3.1: Manage the Project.

3.2.1: Close-Out the Project:










Return to How To index