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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


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WORK SMART: APPLYING PROJECT MANAGEMENT TECHNIQUES TO LIBRARY PROJECTS

MICHAEL PERRY NORTHWESTERN UNIVERSITY LIBRARY

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ABOUT ME

Michael Perry Head of Assessment and Planning Northwestern University Libraries michael.perry@northwestern.edu Previous Position: Collection Services Project Manager

  • 6+ years project management experience
  • Certificate in Project Management from

Northwestern School of Professional Studies

  • Certified Scrum Master
  • Member of the Project Management Institute (PMI)
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WHAT WE’RE TALKING ABOUT

What is a Project?

  • T

emporary (defined beginning and end)

  • Unique (not routine with a singular goal)

What is Project Management?

  • Applying knowledge, skills, tools, and techniques to

project activities to meet requirements

  • Many different schools of thought regarding Project

Management:

  • Traditional Project Management
  • Agile Project Management
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TRADITIONAL PROJECT MANAGEMENT

  • A Guide to the Project Management Boyd of Knowledge

(PMBOK)

  • The Project Management Institute
  • Process Groups
  • Knowledge Areas
  • Inputs / Outputs
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SLIDE 5

PROJECT CONSTRAINTS

Quality Scope

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WHAT IS SCOPE?

What is this project trying to accomplish? The elevator pitch for your project. Reference for all decisions about project changes.

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PROJECT PROCESS GROUPS

Initiating

Planning Executing Monitoring / Controlling

Closing

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PROJECT KNOWLEDGE AREAS

Human Resource Management Communications Management Risk Management Procurement Management Stakeholder Management Integration Management Scope Management Time Management Cost Management Quality Management

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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

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INPUTS / OUTPUTS (TEMPLATES)

  • Project Charter
  • Project Plan
  • Work Breakdown Structure (WBS)
  • Cost/Procurement Plan
  • HR Plan
  • Communication Plan
  • Risk Plan
  • Stakeholder Plan
  • Scope planning document – “What are you trying to do?”
  • Version Control / Analysis Document – “How do we do it?”
  • Task List / Responsibilities – “Who does what?”
  • Budget /

Vendor Info – “$$$$”

  • T

eam Structures / Outside Expertise – “Who do we need?”

  • Project updates – “Meetings, Emails, Reports”
  • Qualitative / Quantitative analysis – “What could go wrong?”
  • Interested parties – “Who needs to know?”
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WHERE HAVE I USED THIS?

Ideal for projects where you have a well

documented outcome

ILS Migration Building Renovation

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AGILE PROJECT MANAGEMENT

  • Created in response to failed software

development project

  • Designed to constantly deliver value

to stakeholders

  • Accomplished through the use of time

boxed sprints Agile Manifesto Individuals and interaction over processes and tools Working software over comprehensive

documentation

Customer collaboration over contract negotiation Responding to change over following a plan Delivery Framework Envision Speculate Explore Adapt Close

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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

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USER STORIES

As a……. I want to……. So that I can ……. Why is this useful? Helps you define

what ‘done’ is

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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

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PROJECT MANAGEMENT SKILLS

Organization Communication Decision Making Time Management Negotiation Leadership Motivation

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PROJECT MANAGEMENT TOOLS

A project often contains too

many moving parts for any one person to keep in mind.

Use of aid in keeping track of

who is doing what is essential for project success.

Microsoft Project Trello Basecamp Jira Agile Spreadsheet Whiteboard / Post-It Notes

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REFERENCES

Books

  • Highsmith, J. A. (2011). Agile project management:

Creating innovative products. Upper Saddle River: Addison-Wesley.

  • Project Management Institute. (2004). A guide to the

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.

Websites

  • Project Management Institute - http://www.pmi.org/
  • Mountain Goat Software (Agile) -

https://www.mountaingoatsoftware.com/

  • http://standardmethod.net/
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SLIDE 19

QUESTIONS?

MICHAEL.PERRY@NORTHWESTERN.EDU