北大方正项目管理课程资料课件

Topic 2PROJECT MANAGER+PROJECT ORGANIZATIONNov.28,2001世纪培训网世纪培训网()国内最全的管理培训信息和资源中心国内最全的管理培训信息和资源中心Wanjun Jiang,Guanghua School of Management,I.The Nature of Manmodel about human behaviorNov.28,2001世纪培训网世纪培训网()国内最全的管理培训信息和资源中心国内最全的管理培训信息和资源中心Wanjun Jiang,Guanghua School of Management,Understanding human behavior is fundamental to understanding how organizations function,whether are profit-making firms,non-profit enterprises,or government agencies.Understanding human behavior is also the fundamental to understanding how person act-game.We will mainly focus on REMM.Nov.28,2001世纪培训网世纪培训网()国内最全的管理培训信息和资源中心国内最全的管理培训信息和资源中心Wanjun Jiang,Guanghua School of Management,REMMResourceful,Evaluative,Maximizing ModelPostulates 1-4Nov.28,2001世纪培训网世纪培训网()国内最全的管理培训信息和资源中心国内最全的管理培训信息和资源中心Wanjun Jiang,Guanghua School of Management,Postulate 1Every individual cares,he or she is an evaluator.1)The individual cares about almost everything,knowledge,independent,etc2)REMM is always willing to make tradeoffs and substitutions.3)Individual preferences are transitive.Nov.28,2001世纪培训网世纪培训网()国内最全的管理培训信息和资源中心国内最全的管理培训信息和资源中心Wanjun Jiang,Guanghua School of Management,Postulate 2Each individuals wants are unlimited1)If we designate those things that REMM values positively as GOODS,then he or she prefers more goods to less,GOODS can be anything from art objects to ethical norms.2)REMM cannot be satiated.He or she always wants more of some things,material goods/intangible goodsNov.28,2001世纪培训网世纪培训网()国内最全的管理培训信息和资源中心国内最全的管理培训信息和资源中心Wanjun Jiang,Guanghua School of Management,Postulate 3Each individual is a maximizer:He or she acts so as to enjoy the highest level of value possible.Individuals are always constrained in satisfying their wants-wealth,time,physical laws of nature,limits of their own knowledge about various goods and opportunities,etc can be the constrains-opportunity set-be given and external.Nov.28,2001世纪培训网世纪培训网()国内最全的管理培训信息和资源中心国内最全的管理培训信息和资源中心Wanjun Jiang,Guanghua School of Management,Postulate 4The individual is resourceful:Individuals are creative.They are able to conceive of change in their environment,foresee the consequences thereof,and respond by creating new opportunities-the limitation is is not immutable.Human beings are not only capable of learning new opportunity,they also engage in resourceful,creative activities that expand their opportunities in various ways.Nov.28,2001世纪培训网世纪培训网()国内最全的管理培训信息和资源中心国内最全的管理培训信息和资源中心Wanjun Jiang,Guanghua School of Management,REMMs at work:Think about the effects of newly imposed constrains to human behavior.REMMs response to a new constrains is to begin searching for substitutes for what is now constrained,a search that is not restricted to existing alternatives.They will invent alternatives that did not previously exist.Examples.Nov.28,2001世纪培训网世纪培训网()国内最全的管理培训信息和资源中心国内最全的管理培训信息和资源中心Wanjun Jiang,Guanghua School of Management,REMM means there are no“needs”-individual is always willing to make tradeoffs,willing to substitute-willing to give up a sufficient small amount of any good for sufficient large amount of other goods(in his or her own sense).There are no need,there only wants,desires.demands.If something is more costly,less will be demanded,than if it were cheaper.-Cost/benefit analysis.Nov.28,2001世纪培训网世纪培训网()国内最全的管理培训信息和资源中心国内最全的管理培训信息和资源中心Wanjun Jiang,Guanghua School of Management,Keep in mind:Almost all the people in the world act as REMMs,REMMs are everywhere-GAME between different parties-Try to understand what do your counter-party really want.Nov.28,2001世纪培训网世纪培训网()国内最全的管理培训信息和资源中心国内最全的管理培训信息和资源中心Wanjun Jiang,Guanghua School of Management,II.Project Managers RoleNov.28,2001世纪培训网世纪培训网()国内最全的管理培训信息和资源中心国内最全的管理培训信息和资源中心Wanjun Jiang,Guanghua School of Management,ObjectivesIDENTIFY:What a project manager isWhy a project manager is neededHow to perform the role of a project managerWhen a project manager will play a key role in the project Nov.28,2001世纪培训网世纪培训网()国内最全的管理培训信息和资源中心国内最全的管理培训信息和资源中心Wanjun Jiang,Guanghua School of Management,Project manager-DefinitionA project manager is an individual responsible for:Planning and organizing Controlling and directing the day-to-day activities of a project(s)Delivering the project objectives to Sponsor and Steering CommitteeNov.28,2001世纪培训网世纪培训网()国内最全的管理培训信息和资源中心国内最全的管理培训信息和资源中心Wanjun Jiang,Guanghua School of Management,A.Planning and Organizing1 Planning 1)The technical activities of the project that will produce the projects objectives:(1)team members activities;(2)schedule of the project deliverables.2)The financial objectives of the project is based on the business case:(1)revenue from deliverables delivered to the client;(2)cost of team members labor;(3)cost of deliverables from suppliers;(4)all other project related costNov.28,2001世纪培训网世纪培训网()国内最全的管理培训信息和资源中心国内最全的管理培训信息和资源中心Wanjun Jiang,Guanghua School of Management,2.Organizing1)The project team,roles and responsibilities for all team members2)The project documentation:(1)contract file;(2)project plans;(3)project procedures;(4)financial documentation:invoices to clients;invoices from suppliers;(5)correspondenceNov.28,2001世纪培训网世纪培训网()国内最全的管理培训信息和资源中心国内最全的管理培训信息和资源中心Wanjun Jiang,Guanghua School of Management,B.Controlling Managing the risk factors of the projectManaging the changes to the projectManaging the issues and problems during the projectTracking the technical performance of the project-schedule,qualityTracking the financial performance of the projectTracking the suppliers performance against their contractTracking the client satisfactionManaging the morale of the project teamNov.28,2001世纪培训网世纪培训网()国内最全的管理培训信息和资源中心国内最全的管理培训信息和资源中心Wanjun Jiang,Guanghua School of Management,Why have a project managerProject managers value-enhance the probability of a project:-with quality products-that is on schedule-that completes within budget-with a satisfied client-that leads to follow-on businessNov.28,2001世纪培训网世纪培训网()国内最全的管理培训信息和资源中心国内最全的管理培训信息和资源中心Wanjun Jiang,Guanghua School of Management,How do you do it1.Follow defined processes that enable you to PLAN and MANAGE the project2.Identify the SKILLS required for a good project manager:match those with the ones you possess;develop missing skills3.GAIN EXPERIENCE,do it in small steps:go from a small project to a larger one and so on until you are managing large multi-year complex projects.Nov.28,2001世纪培训网世纪培训网()国内最全的管理培训信息和资源中心国内最全的管理培训信息和资源中心Wanjun Jiang,Guanghua School of Management,1.Follow defined processes that enable you to PLAN and MANAGE the project1).Planning Processes Develop a Work Breakdown Structure(WBS)-include items to contain riskDevelop the networkEstimate cost&effortCreate a scheduleRepeat as necessaryNov.28,2001世纪培训网世纪培训网()国内最全的管理培训信息和资源中心国内最全的管理培训信息和资源中心Wanjun Jiang,Guanghua School of Management,2)Managing ProcessesRisk management processException management processConduct project review(s)Project tracking process3)Fits the planning and managing processes together Nov.28,2001世纪培训网世纪培训网()国内最全的管理培训信息和资源中心国内最全的管理培训信息和资源中心Wanjun Jiang,Guanghua School of Management,Nov.28,2001世纪培训网世纪培训网()国内最全的管理培训信息和资源中心国内最全的管理培训信息和资源中心Wanjun Jiang,Guanghua School of Management,2.Skills RequirementA very good understanding and awareness of the businessExperience managing projects through the project implementation life cycleFluent communicatorAbility to manage people and motivate them to deliver according to rigorous,often punishing,timetablesNov.28,2001世纪培训网世纪培训网()国内最全的管理培训信息和资源中心国内最全的管理培训信息和资源中心Wanjun Jiang,Guanghua School of Management,An understanding and solid appreciation of business planning and strategy techniquesAbility to understand and implement change management programsBe IT literate and fully conversant with the advantages that IT might bring to a planned program of changeUnderstand concepts of risk management and be able to execute itAbility to manage client expectations while retaining alignment over evolving business needsNov.28,2001世纪培训网世纪培训网()国内最全的管理培训信息和资源中心国内最全的管理培训信息和资源中心Wanjun Jiang,Guanghua School of Management,Characteristics of a good managerCommunicatorOrganizedPlannerTakes responsibilityManage expectationProblem analyzerRecognized leaderConfidentAggressiveCreative problem solverConsistentFlexibleCheer leaderPsychiatristLeadershipTeam builderCoordinatorFacilitatorPeople orientedMotivatorNov.28,2001世纪培训网世纪培训网()国内最全的管理培训信息和资源中心国内最全的管理培训信息和资源中心Wanjun Jiang,Guanghua School of Management,Characteristics of a good managerSense of humorUnderstands userProven track recordSkills assessorGoal orientedEmpatheticRisk takerRealisticGood business personProfit drivenNov.28,2001世纪培训网世纪培训网()国内最全的管理培训信息和资源中心国内最全的管理培训信息和资源中心Wanjun Jiang,Guanghua School of Management,When does it StartWhen does a project manager get involved?When an opportunity to do business with a customer is identifiedThis is during the Customer Relationship Management(CRM),Solution Design processNov.28,2001世纪培训网世纪培训网()国内最全的管理培训信息和资源中心国内最全的管理培训信息和资源中心Wanjun Jiang,Guanghua School of Management,CRM Solution DesignThe business process that manages an opportunity to do business with a customerDuring this process a solution for the identified opportunity is developedThis process starts when the opportunity is identified and is carried on until the customer signs a contract or rejects the proposal for the solutionNov.28,2001世纪培训网世纪培训网()国内最全的管理培训信息和资源中心国内最全的管理培训信息和资源中心Wanjun Jiang,Guanghua School of Management,Phases of the CMR solution DesignThe following are the phases of the CMR Solution Design:Reviewing the opportunity Defining the solution Creating a proposal Obtaining customer approvalNov.28,2001世纪培训网世纪培训网()国内最全的管理培训信息和资源中心国内最全的管理培训信息和资源中心Wanjun Jiang,Guanghua School of Management,CMR Solution Design ProjectDuring this project there is a need for an individual who will be responsible for:-Planing the Solution Design project -Organizing the team and resources for the project -Directing and managing the day-to-day activities -Delivering the project objectives and proposal to the customer This individual is a project managerNov.28,2001世纪培训网世纪培训网()国内最全的管理培训信息和资源中心国内最全的管理培训信息和资源中心Wanjun Jiang,Guanghua School of Management,Solution Delivery ProjectOnce the customer signs the contract the Solution Delivery project will startDuring this project there is a need for an individual who will be responsible for:-Planning the Solution Delivery project -Directing and managing the day-to-day activities -Organizing the team and resources -Delivering the project objectives and solutionThis individual is a project managerNov.28,2001世纪培训网世纪培训网()国内最全的管理培训信息和资源中心国内最全的管理培训信息和资源中心Wanjun Jiang,Guanghua School of Management,Project Management Starts?Project management starts at the beginning and stops at the end startup manage closecautionstopOne wayNov.28,2001世纪培训网世纪培训网()国内最全的管理培训信息和资源中心国内最全的管理培训信息和资源中心Wanjun Jiang,Guanghua School of Management,BaselineThe Solution Design and Solution Delivery have one other thing in common-A BaselineA Baseline is a position or statement from which change is identifiedNov.28,2001世纪培训网世纪培训网()国内最全的管理培训信息和资源中心国内最全的管理培训信息和资源中心Wanjun Jiang,Guanghua School of Management,Baseline(continue)In Solution Design the starting baseline is the identified customer requirements-This baseline will grow and change as the requirements and solution are refinedIn Solution Delivery the starting baseline consists of the contract,proposal,etc.-This baseline will also change and grow throughout the life cycle of the projectNov.28,2001世纪培训网世纪培训网()国内最全的管理培训信息和资源中心国内最全的管理培训信息和资源中心Wanjun Jiang,Guanghua School of Management,Baseline:business caseOne of the key documents of that is a baseline at the start of the Solution Delivery is a business case:Business case is:a document justifying the project in financial term;The document usually contains the projected costs(to develop and run),and the business benefit that the sponsor is delivering to the sponsoring org.Nov.28,2001世纪培训网世纪培训网()国内最全的管理培训信息和资源中心国内最全的管理培训信息和资源中心Wanjun Jiang,Guanghua School of Management,Summary A project manager is a full time jobThe job has many responsibilities:.With the many responsibilities also comes many rewardsThe role of project manager is the key to the success of a projectMost projects fail not because of technical reasons but because of a lack of project managementNov.28,2001世纪培训网世纪培训网()国内最全的管理培训信息和资源中心国内最全的管理培训信息和资源中心Wanjun Jiang,Guanghua School of Management,Nov.28,2001世纪培训网世纪培训网()国内最全的管理培训信息和资源中心国内最全的管理培训信息和资源中心Wanjun Jiang,Guanghua School of Management,III.Roles of the Project TeamNov.28,2001世纪培训网世纪培训网()国内最全的管理培训信息和资源中心国内最全的管理培训信息和资源中心Wanjun Jiang,Guanghua School of Management,ObjectivesDescribe the project organizationIdentify project team members and their responsibilities Identify project management responsibilitiesNov.28,2001世纪培训网世纪培训网()国内最全的管理培训信息和资源中心国内最全的管理培训信息和资源中心Wanjun Jiang,Guanghua School of Management,Nov.28,2001世纪培训网世纪培训网()国内最全的管理培训信息和资源中心国内最全的管理培训信息和资源中心Wanjun Jiang,Guanghua School of Management,Information Services (IS)ManagementOversee the progress of the project ScheduleCostUser satisfactionProject management support groupsNov.28,2001世纪培训网世纪培训网()国内最全的管理培训信息和资源中心国内最全的管理培训信息和资源中心Wanjun Jiang,Guanghua School of Management,IS Management-Support GroupsProject AssuranceLegalUser organizationsTechnicalProduct SafetyOther internal organizationsOther external organizationsNov.28,2001世纪培训网世纪培训网()国内最全的管理培训信息和资源中心国内最全的管理培训信息和资源中心Wanjun Jiang,Guanghua School of Management,User Project ManagerProvides information,data,decisions and approvals to the project teamMonitors and reports on progress to upper user managementHelps resolve project issuesParticipates in project teamMonitors and reports on progress to upper user managementHelps resolve project issuesParticipates in project status meetingsWith the Project Manager,administers the project change control procedureHelps resolves deviations from project plansNov.28,2001世纪培训网世纪培训网()国内最全的管理培训信息和资源中心国内最全的管理培训信息和资源中心Wanjun Jiang,Guanghua School of Management,Project ManagerOverall project responsibilityEstablishes project work plans,estimates and schedulesEstablishes project staffing requirementsEstablishes project training requirementsConducts project planning and project status meetingsTracks and reports project progress,including schedules and work productsTakes corrective action when neededNov.28,2001世纪培训网世纪培训网()国内最全的管理培训信息和资源中心国内最全的管理培训信息和资源中心Wanjun Jiang,Guanghua School of Management,Project ManagerPrepares and delivers project status reportsEstablishes and administers the change control procedurePrepares and makes presentations at project reviewsInterfaces with the User Project Manager and obtains agreement when necessaryNov.28,2001世纪培训网世纪培训网()国内最全的管理培训信息和资源中心国内最全的管理培训信息和资源中心Wanjun Jiang,Guanghua School of Management,System ArchitectAssists the Project Manager in defining,estimating and planning tasksCoordinates development of interfaces between other teams,applications,systems,etc.Participates in data base design and technical reviews Prepares project proceduresProvides technical guidance to team membersNov.28,2001世纪培训网世纪培训网()国内最全的管理培训信息和资源中心国内最全的管理培训信息和资源中心Wanjun Jiang,Guanghua School of Management,System ArchitectEstablishes guidelines,standards and procedures for format and content of work products (e.g.,reviews work products produced by team members)Coordinates walk-through and user review meetingsEvaluates and develops estimates for project change requestsNov.28,2001世纪培训网世纪培训网()国内最全的管理培训信息和资源中心国内最全的管理培训信息和资源中心Wanjun Jiang,Guanghua School of Management,System architectParticipates in status meetings and project reviewsResolves technical issuesParticipates in technical design reviewsProvides inputs to test planReviews system test cases for completeness and accuracySelectively reviews test results to ensure the quality of testingNov.28,2001世纪培训网世纪培训网()国内最全的管理培训信息和资源中心国内最全的管理培训信息和资源中心Wanjun Jiang,Guanghua School of Management,Project librarianMaintains the project documents library and logsMaintains the correspondence filesMay assist with the entry of weekly input into the project tracking systemAssists with clerical supportKey participant within project control office(PCO)Nov.28,2001世纪培训网世纪培训网()国内最全的管理培训信息和资源中心国内最全的管理培训信息和资源中心Wanjun Jiang,Guanghua School of Management,Test coordinatorPrepares the test plan,including guidelines for preparation of:function list test scripts test cases test dataEstablishes the system test software environment and proceduresMonitors the running and review of test casesNov.28,2001世纪培训网世纪培训网()国内最全的管理培训信息和资源中心国内最全的管理培训信息和资源中心Wanjun Jiang,Guanghua School of Management,Test coordinatorMonitors the development of the system test function list for accuracy and completenessCoordinates and provides guidance to the User Analysts in the preparation of:test scripts test cases test data expected test resultsMaintains problem reports and problem logNov.28,2001世纪培训网世纪培训网()国内最全的管理培训信息和资源中心国内最全的管理培训信息和资源中心Wanjun Jiang,Guanghua School of Management,Test coordinatorFollows up on problems reported to ensure that problems are being fixed within the established time periodCommunicates major problems and solutions to all project team membersMaintains the system test progress report,tracks and reports test statusNov.28,2001世纪培训网世纪培训网()国内最全的管理培训信息和资源中心国内最全的管理培训信息和资源中心Wanjun Jiang,Guanghua School of Management,Team leader(1)Assists the project manager and system architect in defining and estimating tasks for project planDefines,estimates and assigns tasks to team membersPlans,tracks and reports the teams progress against schedulesProvides technical leadership to team memberParticipates in user review meetingsNov.28,2001世纪培训网世纪培训网()国内最全的管理培训信息和资源中心国内最全的管理培训信息和资源中心Wanjun Jiang,Guanghua School of Management,Team leader(2)With the system architect,evaluates project change requestHas primary responsibility for the problem and issues processParticipates in project reviewsAct as the primary contact with technical support personnelReviews the team members work products,and participates in walkthroughsNov.28,2001世纪培训网世纪培训网()国内最全的管理培训信息和资源中心国内最全的管理培训信息和资源中心Wanjun Jiang,Guanghua School of Management,Team member(1)Assists the team leader in defining and estimating tasksDocuments requirements and prepares assigned parts of the Requirements,External and internal design reports according to established guidelinesPrepares test cases,scripts and data according to the test planConducts system test according the test planNov.28,2001世纪培训网世纪培训网()国内最全的管理培训信息和资源中心国内最全的管理培训信息和资源中心Wanjun Jiang,Guanghua School of Management,Team member(2)Reviews system test results according to the test planPrepares assigned portions of the user manual according to the User Manual guidelinesPrepares user training materials and“training the trainer”according to the User Training guidelinePlans,schedules and conducts walkthrus of other team members work products Nov.28,2001世纪培训网世纪培训网()国内最全的管理培训信息和资源中心国内最全的管理培训信息和资源中心Wanjun Jiang,Guanghua School of Management,Team members(3)Notifies the team leader of all apparent changes which might require change controlReports progress against the plan on a weekly basis:hours estimate to complete each task other key factors that may effect the scheduleCodes of software productsInstalls software products Nov.28,2001世纪培训网世纪培训网()国内最全的管理培训信息和资源中心国内最全的管理培训信息和资源中心Wanjun Jiang,Guanghua School of Management,Team member(4)Install hardware productsTests software and hardware products according to the established guidelinesNov.28,2001世纪培训网世纪培训网()国内最全的管理培训信息和资源中心国内最全的管理培训信息和资源中心Wanjun Jiang,Guanghua School of Management,Project executiveSame general responsibilities as Project manager,but at a much higher levelHigh level business managerNov.28,2001世纪培训网世纪培训网()国内最全的管理培训信息和资源中心国内最全的管理培训信息和资源中心Wanjun Jiang,Guanghua School of Management,User VPSame general responsibilities as the User Project Manager,but at a much higher levelInterface to the Project ExecutiveNov.28,2001世纪培训网世纪培训网()国内最全的管理培训信息和资源中心国内最全的管理培训信息和资源中心Wanjun Jiang,Guanghua School of Management,Project Control