WORK SMART: APPLYING PROJECT MANAGEMENT TECHNIQUES TO LIBRARY PROJECTS MICHAEL PERRY NORTHWESTERN UNIVERSITY LIBRARY
ABOUT ME Michael Perry Head of Assessment and Planning 6+ years project management experience � Northwestern University Libraries Certificate in Project Management from � Northwestern School of Professional Studies michael.perry@northwestern.edu Certified Scrum Master � Member of the Project Management Institute (PMI) � Previous Position: Collection Services Project Manager
WHAT WE’RE TALKING ABOUT What is a Project? What is Project Management? T emporary (defined beginning and end) Applying knowledge, skills, tools, and techniques to � � project activities to meet requirements Unique (not routine with a singular goal) � Many different schools of thought regarding Project � Management: Traditional Project Management � Agile Project Management �
TRADITIONAL PROJECT MANAGEMENT A Guide to the Project Management Boyd of Knowledge � (PMBOK) The Project Management Institute � Process Groups � Knowledge Areas � Inputs / Outputs �
PROJECT CONSTRAINTS Quality Scope
WHAT IS SCOPE? � What is this project trying to accomplish? � The elevator pitch for your project. � Reference for all decisions about project changes.
PROJECT PROCESS GROUPS � Initiating � Planning � Executing � Monitoring / Controlling � Closing
PROJECT KNOWLEDGE AREAS � Integration Management � Human Resource Management � Scope Management � Communications Management � Time Management � Risk Management � Cost Management � Procurement Management � Quality Management � Stakeholder Management
PROCESS GROUPS AND KNOWLEDGE AREAS Initiating Planning Executing Monitoring Controlling Integration Project Charter Project Plan Closing Docs Scope WBS Time Cost Budget Quality HR HR Plan Comms Comms Plan Risk Risk Plan Procurement Stakeholder Stakeholder Plan
INPUTS / OUTPUTS (TEMPLATES) Project Charter Scope planning document – “What are you trying to do?” � � Project Plan Version Control / Analysis Document – “How do we do it?” � � Work Breakdown Structure (WBS) Task List / Responsibilities – “Who does what?” � � Cost/Procurement Plan Budget / Vendor Info – “$$$$” � � HR Plan T eam Structures / Outside Expertise – “Who do we need?” � � Communication Plan Project updates – “Meetings, Emails, Reports” � � Risk Plan Qualitative / Quantitative analysis – “What could go wrong?” � � Stakeholder Plan Interested parties – “Who needs to know?” � �
WHERE HAVE I USED THIS? � Ideal for projects where you have a well documented outcome � ILS Migration � Building Renovation
AGILE PROJECT MANAGEMENT � Agile Manifesto Created in response to failed software � development project � Individuals and interaction over processes and tools Designed to constantly deliver value � � Working software over comprehensive to stakeholders documentation Accomplished through the use of time � Customer collaboration over contract negotiation � boxed sprints � Responding to change over following a plan � Delivery Framework � Envision � Speculate � Explore � Adapt � Close
SCRUM Fixed Roles � Scrum Master � Product Owner � Development T eam � Fixed Meetings � Sprint Planning Session � Daily Scrum � Sprint Review � Sprint Retrospective � https://www.mountaingoatsoftware.com/agile/scrum/images
USER STORIES � As a……. � Why is this useful? � I want to……. � Helps you define what ‘done’ is � So that I can …….
WHERE HAVE I USED THIS? � Ideal for projects when you have an idea of the outcome but have lots of unknowns � Repository Development � Classification Change
PROJECT MANAGEMENT SKILLS � Organization � Communication � Decision Making � Time Management � Negotiation � Leadership � Motivation
PROJECT MANAGEMENT TOOLS � Microsoft Project � A project often contains too � Trello many moving parts for any one person to keep in mind. � Basecamp � Use of aid in keeping track of � Jira Agile who is doing what is essential for � Spreadsheet project success. � Whiteboard / Post-It Notes
REFERENCES Books Websites Highsmith, J. A. (2011). Agile project management: Project Management Institute - http://www.pmi.org/ � � Creating innovative products . Upper Saddle River: Mountain Goat Software (Agile) - � Addison-Wesley. https://www.mountaingoatsoftware.com/ Project Management Institute. (2004). A guide to the � http://standardmethod.net/ � project management body of knowledge (PMBOK guide) . Newtown Square, Pa: Project Management Institute. Schwalbe, K. (2014). Information technology project � management . Boston, MA: Course T echnology.
QUESTIONS? MICHAEL.PERRY@NORTHWESTERN.EDU
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