Starting the Project
Starting the Project
Deliverables Tools
Project Integration
Note: Some of these might be covered in detail in other sections of the course.
Business case:
✓ Documented economic feasibility study
Predictive
Hybrid
• Iterative
Adaptive • Incremental
• Agile
Types Characteristics
Predictive ✓ Fixed requirements
✓ Activities performed once per project
✓ Single delivery
Discuss: Example(s)
Types Characteristics
Adaptive Iterative • Dynamic requirements
• Activities repeated until correct
• Single delivery
Discuss: Example(s)
Types Characteristics
Adaptive Iterative • Dynamic requirements
• Activities repeated until correct
• Single delivery
Incremental • Dynamic requirements
• Activities performed once per
increment
• Frequent small deliveries
Discuss: Example(s)
Types Characteristics
Adaptive Iterative • Dynamic requirements
• Activities repeated until correct
• Single delivery
Incremental • Dynamic requirements
• Activities performed once per increment
• Frequent small deliveries
Agile • Dynamic requirements
• Combines iterative repetition of activities
with incremental deliveries
Discuss: Example(s)
Note: Spotlight video on When to Apply Agile Methodologies on the CHOICE Course screen
Exercise: Page 55
Deliverables Tools
Note: Some of these might be covered in detail in other sections of the course.
✓ Expert Judgment
➢ Internal and external experts
✓ Alternatives Analysis
➢ Data Analysis method
✓ Meeting
➢ Team members involved in creating the
scope management plan
Project Scope*: The work performed to deliver a product, service, or result with the
specified features and functions. “Project scope” may include product scope.
Product Scope*: The features and functions that characterize a product, service, or
result.
Internal External
✓ Organizational culture, structure, ✓ Marketplace conditions
and governance
✓ Social and cultural influences and
✓ Geographic distribution of facilities issues
and resources
✓ Legal restrictions
✓ Infrastructure
✓ Commercial databases
✓ Resource availability
✓ Academic research
✓ Employee capability
✓ Government or industry standards
✓ Financial considerations
✓ Physical environmental elements
Affinity diagram* Allows large numbers of ideas to be classified into groups for review and analysis
Education
Community
Project
Quality
Condition or criteria needed to validate the successful Actions, processes, or other conditions
completion of a project deliverable or fulfilment of other the project needs to meet e.g. milestone
project requirements e.g. tests, certifications, validations. dates, contractual obligations,
constraints.
Type Considerations
✓ How and when is the service available?
Availability ✓ If the service were to become unavailable, how
quickly can it be restored to working?
✓ What level of service performance, speed, and
throughput is required?
Capacity
✓ Given the number of stakeholders using the
service, is there enough supply to meet demand?
✓ If there were a disaster of some kind, how quickly
Continuity could the service be recovered to support
operations.
✓ How well is the service and its information protected
from security risks and threats?
Security
✓ How do you guarantee the confidentiality, integrity,
and availability of the information?
Resources
Diesel engine available
Cost effective 2.2.8 2.2.8.2, 3.2.9.2 etc QC 2.2.8.2
Resources
Diesel engine Cost effective 2.2.8 2.2.8.2, 3.2.9.2 etc QC 2.2.8.2
available
Consequence of Change
Sponsor Requesting to
change it by Electrical engine
✓ Review:
➢ Scope management plan
➢ Requirements management plan
➢ Stakeholder engagement plan
➢ Project charter
➢ Stakeholder register
✓ Use tools and techniques such as interviews, focus groups, facilitated
workshops, group creativity techniques.
Expert Judgment
Judgment provided by a group or person,
based upon expertise in an application area,
Knowledge Area, discipline, industry, etc.
Product Analysis
Facilitation Defines products and services. Includes
asking questions about a product/service,
Effective guidance of a group to a successful forming answers to describe the use,
decision, solution, or conclusion. characteristics, and other relevant aspects of
what is going to be delivered
Code of accounts
1.3 2.3 3.3 4.3 5.3
✓ Description of work
✓ Responsible organization
✓ Schedule milestones
✓ Cost estimations
✓ Quality requirements
✓ Acceptance criteria
✓ Technical references
✓ Agreement information
✓ Review:
➢ Scope management plan
➢ Project scope statement
➢ Requirements documentation
➢ EEFs and OPAs
✓ Use tools and techniques e.g. decomposition
✓ Use expert judgment
✓ Include notes on work products that might be
delivered incrementally
✓ Document the scope baseline
1.2
2.2.1
2.2.2
2.2.3 2.2.4 2.2.5 2.2.6
CA-X
2.2.7 2.2.8 2.2.9 2.2.10 2.2.11 2.2.12 2.2.13
2.2.7.1
2.2.9.1 2.2.9.2 2.2.11.1 2.2.11.2
2.2.7.2
User Story
Story Points
Definition of Done Checklist of required criteria for a deliverable to be considered ready for customer use.
Definition of Ready Checklist for a user-centric requirement with all required information to begin work.
Validate Scope The process of formalizing acceptance of the completed project deliverables.
Interval at or near the conclusion of a timeboxed iteration when the project team shares and
Iteration Reviews
demonstrates the work produced during the iteration with stakeholders.
A technique for determining the cause and degree of difference between the baseline and actual
Variance Analysis
performance.
An analytical technique that uses mathematical models to forecast future outcomes based on
Trend Analysis
historical results.
Exercise: Page 70
Note: Some of these might be covered in detail in other sections of the course.
Process descriptions to
Rules of performance explain how schedule
Units of measure to be management processes
measurements to be
used used (CA, SV, SPI etc) are to be documented
throughout the project.
Control thresholds to be
Reporting formats to be
used for monitoring
used schedule performance
Discuss: Examples !!
✓ Mandatory*
➢ A relationship that is contractually required or inherent in the nature of the
work.
✓ Discretionary*
➢ A relationship that is established based on knowledge of best practices within
a particular application area or an aspect of the project where a specific
sequence is desired.
✓ External*
➢ A relationship between project activities and non-project activities.
✓ Internal*
➢ Contingent on inputs within the project team’s control.
Discuss: Examples !!
➢ Finish-to-Start (FS)*
Predecessor must finish
Successor can start
➢ Finish-to-Finish (FF)*
Predecessor must finish
successor can finish
➢ Start-to-Start (SS)*
Predecessor must start
successor can start
➢ Start to Finish (SF)*
Predecessor must start
successor can finish
Most common is FS
Rarely used SF
Elapsed time: The actual calendar time required for an activity from
start to finish
➢ Consider non-working time like weekend or holidays
Milestone A FS FS
Activity A
FF – 2 Days Activity B
Activity C FS
FS + 3 Days
Activity D Milestone B
A. 36 days
B. 37 days
C. 39 days
D. 42 days
Ans: ????
Activity F Activity G
identifiable. LS DU LF LS DU LF
25 16 41 49 12 61
TF = 0 TF = 0
Activity 2 Activity 4
4 weeks 3 weeks
Activity 1 Activity 6
Start Finish
6 weeks 1 week
Activity 3 Activity 5
5 weeks 4 weeks
9 4 2 7
4
E G H C
D
8 4
Start
3
End
F B
A
9 4 2 7
4 5 13 14 17 18 19 20 26
1 4 E G H C
D
Start 8 4
3 5 12 13 16
End
1 3 F B
A
9 4 2 7
4 5 13 14 17 18 19 20 26
1 4 E G H C
D 5 13 14 17 18 19 20 26
1 4
Start 8 4
3 5 13 16
12
End
1 3 F B
A 6 13 23 26
3 5
TF = 11 TF = 11 TF = 11
FF = 0 FF = 0 FF = 11
ES EF ES EF ES EF
4.2.1 4.2.2 4.2.8
0 10 10 25 61 66
Activity H’s ES (61) – Activity E’s EF (50) = 11
Activity A Activity B Free Float for Activity E = 11 Activity H
LS DU LF LS DU LF LS DU LF
0 10 10 10 15 25 61 5 66
TF = 0 TF = 0 TF = 0
FF = 0 FF = 0 FF = 0
ES 4.2.6 EF ES 4.2.7 EF
25 41 49 61
FS 8
Activity F Activity G
LS DU LF LS DU LF
25 16 41 49 12 61
TF = 0 TF = 0
FF = 0 FF = 0
Levelling
✓ Adjusts start and finish dates based on
resource constraints
✓ Goal is to balance demand for resources with
available supply.
✓ Use when shared or critically required
resources have limited availability or are over-
allocated
✓ Can change the critical path.
Deliverables Tools
Estimating techniques: Three Point, Analogous,
Cost baseline
Parametric, T-Shirt sizing, Planning poker
Management reserve Review organization data
Resource management plan Meetings
Change requests Leverage PMIS
Cost forecasts Understand change control
Risk analysis Use velocity data and analysis
Throughput analysis
Cost Variance, EVM, EAC
➢ Materials
➢ Equipment
➢ Facilities
➢ Services
➢ Information technology
➢ Contingency reserves
➢ Indirect costs
✓ Use logical estimates to provide a basis for making sound decisions and they
establish baselines.
Discuss: Direct and Indirect cost
Expert Expert Judgment along with historical information will provide an insight on the information (labor
Judgment costs, material costs, inflation, risk factors) related to prior similar projects
Analogous Uses the cost of previous project with similar scope or activities to predict the cost of future activities.
Estimating
Parametric Relies on the statistical relationship that exists between relevant historical information and other
Estimating variables so as to arrive at an estimate for parameters such as duration and cost.
Bottom-Up Estimates the cost of individual activities then “rolls up” to higher levels.
Estimating
Three-Point Incorporates three types estimates into a singular cost estimate scenario: Most likely, Optimistic and
Estimating Pessimistic. The formulas are:
✓ Triangular Distribution cE = (cO + cM + cP) / 3
✓ Beta Distribution cE = (cO + 4cM + cP) / 6
➢ Most likely (cM) based on realistic effort assessment
➢ Optimistic (cO). based on analysis of the best-case scenario
➢ Pessimistic (cP). based on analysis of the worst-case scenario
Discuss: Remember three less for Analogous (Less Costly, Less Time consuming, Less Accurate)
Rough
Order of
Definitive Magnitude
estimate
Phased
estimate
Project Cost
Exercise: Page 76
A1 A2 A3 A4 A5
1. Activity estimate
$25 $25 $25 $25 $ 45
Discuss: Examples !!
operations. 50
Activity
Solution
Activity
Solution
$ (K)
Weeks
Deliverables Tools
Process analysis
Measure quality
Verify deliverables
Note: Some of these might be covered in detail in other sections of the course.
Cost of Conformance
Prevention Testing and Inspection Cost
Cost
Cost of Non-Conformance
(Failure Cost)
Discuss: Example
May include
✓ Allowable variance on Schedule or cost
(such as ± 10%)
✓ Tasks completed on time,
✓ Failure rate,
✓ Number of defects identified per day,
✓ Total downtime per month,
✓ Errors found per line of code
✓ etc
✓ Use one or more of the Manage quality tools and techniques to determine the
causes of quality problems of the project’s product, service, systems, or
processes
✓ Identify and implement the appropriate actions to take to increase the
effectiveness and efficiency of the project team’s work results
Discuss: There are some other tools discussed at PMBOK6th Edition at Project Quality Management (Chapter-8)
Statistical sampling
• Choosing part of a population of interest for inspection.
• Determine characteristics of an entire population based on measurement of
representative sample.
Overpriced
✓ A tool used to determine the predictability, behavior and stability of a process over
time.
✓ A graphic display of project data against established control limits to reflect both
the maximum and minimum values.
✓ Gives visibility to where corrective actions can prevent further problems.
✓ Ideal for repetitive processes with predictable results.
Center line
Tools: Cost-benefit analysis, Cost of quality, Control charts, Benchmarking, Process analysis, Statistical sampling, Cause-and-effect diagram,
Flowcharts, Histogram, Pareto diagram (Different form of Histogram), Check sheets, Checklists Scatter diagram, Inspection, Quality Audits
Source: Rita Mulcahy – 10th Edition (page 280)
Subsidiary Plans
Scope
✓ These are a combination of essential and Baselines Requirements
Scope
supporting processes used to run a Schedule
Schedule
Cost
project. Cost Quality
Resource
✓ Ensure the essential plans and Communications
processes are in place. Risk
Procurement
✓ Adapt and tailor the supporting plans and Additional
Stakeholder
components include:
processes to your project. Project Processes
✓ Consider the needs of the project to Work Explanation
Agile Project Plan
determine which components of the Project approach
Change Management Plan
project management plan are needed. Configuration Management
Plan
Management Reviews
Data
Gathering
Interpersonal
and Team
Skills
Discuss: For scope/backlog changes, how external business environment need to consider? How to use Change
log/Change request form?
✓ Review:
➢ Project charter - for the high-level boundaries of the
project
➢ Outputs from other processes
Deliverables Tools
Statement of Work Make or Buy Analysis
Note: Some of these might be covered in detail in other sections of the course.
Contract
Delivery Procurement
Payment
Method Phases
Types
Cost- ✓ A contract involving payment to the seller for the seller's actual costs, plus a fee typically representing the
reimbursable* seller's profit.
✓ Includes incentives for meeting certain objectives, such as costs, schedule, or technical performance
targets.
✓ Suited for projects when parameters are uncertain.
Time and ✓ A type of contract that is a hybrid contractual arrangement containing aspects of both cost-reimbursable
Material (T&M)* and fixed-price contracts.
✓ Combines a negotiated hourly rate and full reimbursement for materials.
✓ Include not-to-exceed values and time limits to prevent unlimited cost growth.
✓ Suited for projects when a precise statement of work cannot be quickly prescribed.
✓ Firm Fixed Price (FFP) contracts*: Buyer pays the seller a set amount (as
defined by the contract), regardless of the seller’s costs. Price is not subject to
change unless the scope of work changes. Example: Contract = $ 1,100,000.
✓ Fixed Price Incentive Fee (FPIF) Contracts*: Buyer pays the seller a set amount
(as defined by the contract), and the seller can earn an additional amount if the
seller meets defined performance criteria based on metrics that are agreed earlier.
Example: Contract = $ 1,100,000 Plus for every month early additional
$1000/month. (Price ceiling is set, and above ceiling sellers responsibility)
✓ Fixed Price Economic Price Adjustment (FPEPA) Contracts*: A fixed-price
contract, but with a special provision allowing for pre-defined final adjustments to
the contract price due to change conditions, such as inflation or cost increase
(decrease) for specific commodities, that is beyond seller (buyer) control.
Example: Contract=$1,100,000 plus rate of inflation after every two year
Breach of Failure to meet some or all of the obligations of a contract. It may result in
contract damages paid to the injured party, litigation, or other ramifications.
A letter sent to an individual or a business to stop (cease) allegedly illegal
Cease and desist
activities and to not undertake them again (desist). Often used as a warning
(C&D) letter
of impending legal action if it is ignored.
Deliverables Tools
PMIS
Update documents
Note: Some of these might be covered in detail in other sections of the course.
Final
Phase 1 G1 Phase 2 G2 Phase 3 G3 Phase 4 G4 Phase 5 G5 Project
Deliverable
Gn = Phase gate
Reference: Association for Project Management, Directing change: A guide to governance of project management, High Wycombe,
UK, 2004, Page 6
Deliverables Tools
Accepted Deliverables
objectives.
➢ Requirements changed during execution to the point
where the project is no longer feasible.
➢ Funding is no longer available to complete the
requirements.
➢ Significant risks are encountered that make the successful
✓ External factors arise that do away with the need for the
project. Examples of these factors include:
➢ Change in laws or regulations.
✓ Payments made to a supplier or vendor are made in accordance with the terms of
the contract between the buyer and the supplier or vendor.
✓ Unless a contract is closed at the completion of the project or phase, payment will
most likely have been made at the time of contract closure.
✓ It should not be delayed until project or phase closure (unless specified in the
contract), to avoid the potential for accidental charges to the contract.
Product-specific information
✓ Coordination and strategy about how to best deliver and transition the product and
other deliverables is needed.
✓ Releasing and deploying deliverables in the most suitable manner ensures end-
user awareness and increases the proper usages and adoption of outputs.
✓ Preparation of artifacts includes:
➢ Training
➢ Documentation
➢ Communication
➢ Support
➢ The business