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Som Gollakota, August 10, 2009

 A non-profit organization whose sole purpose is


to develop and monitor Project Management as
an Art and Science, and set forth standards that
govern the discipline of Project Management
 Agreed by millions world-wide to be “the
standard” in project management – regardless of
the industry of application
 Most prestigious certifications issued to
professionals that commit to Project
Management as their chosen field
PMI Website – http://www.pmi.org
 Deals with managing Information Technology project
 Standards and Principles of the PMI still apply
 Technical knowledge is a “nice to have” and not a
“must have” – thanks to PMI’s standardization

 Often governed by Software Development Lifecycle


(SDLC) methodologies
 Multitude of such methodologies exist and are followed by
various corporations’ IT Organizations
 Methodology choices depend on the type of project,
business need, environment, and demand
 Agile –
 Sequential in phases with short iterative cycles
 Most effective to deliver ever changing and increasing business needs
 Most suited for highly competitive market and business demands
 RUP provides a popular, well-defined Agile process (personal favorite)
 Waterfall –
 Definitive phases run sequential with each phase starting after the
previous phase
 Most effective with fixed set of requirements
 Still used in about 70% of software development organizations,
according to a 2007 survey
 ASAP –
 Defined by SAP Labs for effective SAP implementations
 Provides step-by-step instructions and tools to effectively deploy SAP
 Review PMI Standards, Phases and processes for
Project Management
 Review three IT Project Management Methodologies
(SDLC Methodologies) mentioned earlier
 Align SDLC Phases with PMI Phases
 Provide a list of PMI Processes, and how they align
with PMI Phases, RUP Phases, Waterfall Phases and
ASAP Phases
PMI Vs. SDLC – Phase Comparisons
New
Project
Changes and their color-coded
impacts to the project

Initiating Planning Executing Closing


PMI

Monitoring and Control

RUP Go
Inception Elaboration Construction Transition Live

Waterfall System Integration Impl. & Go


Planning Req. Design Dev.
Concepts and Testing Depl Live

Business Final
ASAP Project Preparation Realize Go Live
Blueprint Prep
 PMI – Defines Five Phases of a Project
 Initiating – Is where the project is identified and defined
 Project Objectives, constraints, assumptions, Stakeholders, any
historical information
 Dividing large projects into smaller projects and build project charter
 Planning – Plan project through final delivery
 Project management plan, Scope, Requirements, team, WBS,
Activities, Estimates, Schedule, Resources, Budgets, Risks, Quality –
everything to do with planning, and project Kickoff
 Executing – Is where the chunk of work occurs
 Final team comes in, works towards meeting the business need
identified in planning and ensuring quality of the deliverable, verifying
scope
 Monitoring and Control – Requires a slide for itself (see next slide)
 Closing – Is where the project is delivered, verified, accepted, and
closed
 A key activity is Lessons Learned and archiving for historic purpose
 PMI Phases (Continued)
 Monitoring and Control (M & C)– Is where the Project Manager’s
prowess (skill and experience) comes handy
 M & C plans, budgets, scope, schedule, resources, quality, risks,
stakeholders expectations, changes
 Team building, resource, expectations, performance, reporting etc.
 A continuous endeavor in a project through the lifecycle
 The sooner M & C starts the smoother the project executes
 Changes and Change Management
 The late-breaking changes are very expensive to implement
 Today’s Reality – Changes occur throughout the project lifecycle
 Relevant Changes occurred in
 Planning – Include in current project
 Closing – Float another, or next version of the, project
 Changes occurred in early Execution – Relatively less expensive
 Changes occurred mid- or end of Execution – More expensive (better
to redirect them to new project (next product version)
 Rational Unified Process (RUP) – Defines Four Phase
 Inception
 Is where most of the PMI-Initiating and PMI-Planning work occurs
 Planning occurs throughout the project (review, update, and rewrite plans)
 Elaboration
 PMI-Planning tasks (elaborating on requirements, final budget, revising/creating
plans)
 PMI-Executing tasks (developing prototypes, building any high-risk
requirements, etc)
 Construction
 PMI-Executing tasks (building all requirements, verifying them for quality and
scope, etc)
 Transition Plans written, reviewed and agreed
 Transition
 PMI-Executing tasks scope verification, quality assurance
 All the PMI-Closing tasks (final scope verification and acceptance, delivery, Go
Live, Lessons Learned, Close contracts, Close project, archive records…)
 RUP – PMI-Monitoring and Control
 Because of the iterative nature, all the M & C activities occur through the project
 Waterfall – Defines a total of 10 product lifecycle processes
 System Concepts Phase (PMI-Initiating, PMI-Planning)
 Project Charter, initial scope/objectives, cost/benefit analysis, risk
management plan,
 Planning Phase (PMI-Planning)
 Project planning occurs in this phase including project management plan
 Requirements Analysis Phase (PMI-Planning)
 Gather and define requirements, resource assessments, WBS, Activities,
Cost, Budget
 Design Phase (PMI-Planning, PMI-Executing)
 Activities include analyzing requirements for design and system architecture
 Development Phase (PMI-Executing)
 Chunk of the project work (development and white box testing)
 Integration and Testing (PMI Executing, PMI-Closing)
 Integrating developed components, verifying (QA), and final user acceptance
 Implementation/Deployment (PMI-Closing)
 Migrate the new system to production (Go Live) and close the project
 Waterfall (Cont…) – Defines three additional phases
 Not included in PMI’s Project Management processes
 For a good reason – these relate to Product Lifecycle (not Project)
 Initiation Phase (First Phase, Occurs before System Concepts)
 Typically occurs before project comes into existence
 An idea/opportunity/concept is identified and agreed for undertaking
 Operations and Maintenance (After Go Live)
 Post deployment (Go Live), beyond project closure
 Monitor and maintain the final result of the project
 Disposition (last phase of the lifecycle)
 End of product lifecycle – defines how the product is decommissioned
 This activity itself could be a “project” of its own (based on PMI’s
definition of a Project)
 ASAP – Accelerated SAP – with Five Phases
 Project Preparation (PMI-Initiating, PMI-Planning)
 Blueprint (PMI-Planning and PMI-Executing)
 Requirements, Scope, “As Is” and “To Be” systems (Design), Gap
Analysis, and build a project blueprint (complete project plan
with schedule, tasks, activities, WBS, Resources – the whole
nine yards)
 Realization (PMI-Executing)
 Development and implementation of the blueprint
 Management of scope, stakeholder expectation, schedule,
quality, team building, budget, risks etc.
 Final Preparation (PMI Executing, PMI-Closing)
 Testing, verification and user acceptance
 Go Live (PMI-Closing)
 New system is migrated to live production, and project is closed
PMI Process PMI RUP Phase Waterfall Phase ASAP Phase
Phase
Develop Project Charter Initiating Inception System Concepts Project Preparation
Identify Stakeholders Initiating Inception System Concepts Project Preparation
Develop PM Plan Planning Inception Planning Project Preparation
Collect Requirements Planning Inception Requirements Analysis Blueprint
Define Scope Planning Inception Planning, Requirements Blueprint
Analysis
Create WBS Planning Inception Requirements Analysis Blueprint
Define Activities Planning Inception Requirements Analysis Blueprint
Sequence Activities Planning Inception Requirements Analysis Blueprint
Estimate Activity Planning Inception Requirements Analysis Blueprint
Resources
Estimate Activity Duration Planning Inception Requirements Analysis Blueprint
Develop Schedule Planning Inception Requirements Analysis Blueprint
Estimate Costs Planning Inception Requirements Analysis Blueprint
Determine Budget Planning Inception Requirements Analysis Blueprint
Plan Quality Planning Inception Planning Project Preparation
Develop H R Plan Planning Inception Planning Project Preparation
PMI Process PMI RUP Phase Waterfall Phase ASAP Phase
Phase
Plan Communication Planning Inception Planning Project Preparation
Plan Risk Management Planning Inception Planning Project Preparation
Identify Risks Planning All Phases Planning Blueprint
Plan Qualitative Risk Planning Inception Planning Blueprint
Analysis
Plan Quantitative Risk Planning Inception Planning Blueprint
Analysis
Plan Risk Responses Planning Inception Planning Blueprint
Plan Procurements Planning Inception Planning, Requirements Blueprint
Analysis
Direct & Manage Project Executing All except Inception Design, Development Realization
Execution
Perform Quality Assurance Executing Transition System Integration and Final Preparation
Testing
Acquire Project Team Executing Inception Planning, Requirements Project Preparation
Analysis
Develop Project Team Executing Inception, All Phases from Blueprint
Elaboration Requirements Analysis
Manage Project Team Executing Elaboration, All Phases from Realization
Construction Requirements Analysis
PMI Process PMI RUP Waterfall Phase ASAP Phase
Phase Phase
Distribute Information Executing All Phases All Phases from Requirements Analysis Realization, Final Prep
Manage Stakeholder Executing All Phases All Phases from Requirements Analysis Blueprint, Realization
Expectation
Conduct Procurements Executing Construction Development Realization
Monitor and Control Project Controlling All Phases Development, Integration and Test Realization
Work
Perform Integrated Change Controlling Construction, Development, Integration and Test Realization, Final Prep
Control Transition
Verify Scope Controlling Transition Integration and Test Final Preparation
Control Scope Controlling All except Design, Development, Int. & Test Realization, Final Prep
Inception
Control Schedule Controlling All except Design, Development, Int. & Test Realization, Final Prep
Inception
Control Costs Controlling All Phases Development, Integration and Test Realization, Final Prep
Perform Quality Control Controlling Transition Integration and Test Final Preparation
Report Performance Controlling Transition Integration and Test Final Preparation
Monitor and Control Risks Controlling Construction, All Phases from Requirements Analysis Realization, Final Prep
Transition
Administer Procurements Controlling Transition Integration and Test Final Preparation
Close Project or Phase Closing Transition Go Live Go Live
Close Procurements Closing Transition Go Live Go Live
Thank You

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