1、WORLD-WIDEPROJECT MANAGEMENTMETHODOLOGYFocusPM Applying FocusPM for Non-Project ManagersInitiation Phase Planning and Proposal PhaseSupport PhaseSelection PhaseImplementation PhaseWarranty PhaseTodays Topicsn Project Management Initiativen History of Developmentn Content and Strategy n Required inpu
2、ts to FocusPMn Key Business Pointsn Methodology Overviewn Benefits of FocusPMn Why choose HP?FocusPM:It will change the way we do business.Jim SherriffCurrent Staten The size and complexity of solution projects have been consistently growingn Different result while delivered by different PM(even exc
3、ellent)n Project Managers use methodologies inconsistently n Best practices are not captured,shared,or reused n The Project Managers role,responsibility and authority are not clearly definedn Client dissatisfaction and low profitability are issues in many projects Future Staten Projects are a major
4、contributor to our profitabilityn Clients perceive our Project Management as one of HPs competitive advantages n The Project Manager is perceived as a highly desired job within HP with clear authority and responsibility to make projects a successn Using a single global methodology and tools contribu
5、te to successful projectsn Knowledge capture and reuse greatly increase the effectiveness of our Project ManagersProject Management Initiative Objective 2:nClearly define role and authority as well as measures,rewards,and scoping of Project ManagersObjective 3:nRapidly enhance our Project Management
6、 capability through development and hiringObjective 1:n Enable the implementation of a consistent Project Management methodology world-wideRole of Project Managern Responsible for profitability(scope/terms&conditions/cost/schedule)of projectn Key role in selling process-qualifying project and recomm
7、ending GO/NO GOn Assesses and manages risk during selling and delivery process n Manages project team during the projectn Manages relationship between clients and HP/partners/subcontractorsn Major relationship with CBM,CBL&Principal Consultant in pre-salesn Drives the success of the projectPMs are E
8、mpowered to:n Have sole accountability for profitability of projectsn Have a major responsibility in the selling processn Have authority to be the only manager of project deliveryn Have authority to be the major interface to client during the project Does NOT mean that Project Manager is the most im
9、portant person for project success-entire HP Team is important for project success WORLD-WIDEPROJECT MANAGEMENTMETHODOLOGYFocusPMInitiation Phase Planning and Proposal PhaseSupport PhaseSelection PhaseImplementation PhaseWarranty Phase History of Developmentn Project Managers asked for a more profes
10、sional methodology for planning and implementing projects nBased on previous principle(CPLC)&HP best practicesn November 1996 initial strategy,January 1998 Final ReviewnWW Review Team Compared to Previous MethodologyH Is consistent with the Project Management Institutes(PMI&Prince2 standards)H Incor
11、porates HP best practicesH Provides rigor and detail in the planning phasesH Includes a robust toolkit in the planning and implementation phasesH Meets the need of Project Managers to manage increasingly larger and more complex projects Benefits of FocusPMH Improved HP bottom line by cutting losses
12、on projectsH Ensures consistent world-wide approach to client projects(will be used by HPC,ISBU,and OSD)H Developed under leadership of global HPC/ISBU Steering CommitteeHIncorporates WW HPC/ISBU best practices and industry standard Project Management methods and terminology(PMI and Prince2)H Can be
13、 used for any type of project(Scaleable)H Provides a full set of forms,tools and templatesHIncludes a rigorous process for assessing/managing riskComponents of FocusPM Guide,Manual and all Tools on the Web Continuous Improvement accessed through the Web Web based Knowledge Sharing(Project Snapshots
14、and Best Practices)Documentation Management System(under investigation)n Documentation Methodology Guide(Phases/Activities/Tasks)Reference Manual(Processes and Techniques)Toolkit(Forms,Templates and Examples)Quick Reference Card(Quick Overview)n Electronic Toolsn Training and Communication Applying
15、FocusPM for Project Managers-2 days Applying FocusPM for Non-Project Managers-1/2 day Internal Presentations for HPC and Sales External slide set Sales slide set Web based training-Qtr 3(Virtual University)Key Strategiesn Consistent quality criteria and measuresn Knowledge sharing and re-use(Project
16、 Snapshots)n Sequence of activities and tasks (Bid Plan,Design,Plan,Propose,Negotiate)n PM process measurements by phase,i.e.,Quality Reviews n Quality reviews-process and content(local process)n PM Methodology for Project Managersn Scaleable:Use on all projects n Review Criteria for each Tool/Outpu
17、tn Quality reviews in each FocusPM Phase and ActivityQuality in FocusPM FocusPM:Scaleable for All ProjectsVery large,complex projectSmall projectMedium-sized projectHow?Initiation Phase Planning and Proposal PhaseSupport PhaseSelection PhaseImplementation PhaseWarranty Phase Methodology Structure of
18、 FocusPMPhaseActivityTaskProcessOutput*(Tools)Input*Dont confuse Output with Client Deliverables FocusPM Methodology Overview2.1 Prepare Technical Solution2.2 Develop Project Scope Statement and WBS2.3 Develop Project Schedule2.4 Establish Project Resource Requirements2.5 Develop Project Risk Manage
19、ment Plan2.6 Develop Additional Preliminary Project Plans2.7 Develop Project Budget2.8 Resolve Inconsistencies in Project Plan2.9 Perform Project Plan Quality Review2.10 Prepare and Present Client Proposal2.11 Perform Planning and Proposal Quality Review Activities3.1 Reach Agreement on Proposal3.2
20、Produce Final Proposal and Project Baseline3.3 Complete Contract3.4 Perform Selection Quality Review Activities4.1 Start Up Project4.2 Conduct Project ControllProject Plan ExecutionlSchedule Tracking and ControllFinancial Tracking and ControllHuman Resources Mgt.lCommunications Mgt.lQuality Controll
21、Risk ManagementlChange ControllConfiguration Mgt.lContract and Procurement Mgt.4.3 Implement SolutionlManage to the Project Plan Project Teams Client Expectations Project DeliverableslPerform Client AcceptancelTransfer to Warranty and Support4.4 Close Project Implementation4.5 Perform Implementation
22、 Quality ReviewActivities5.1 Fulfil Warranty Commitments5.2 Perform Warranty Quality ReviewActivities6.1 Initiate Post-Warranty Support Services6.2 Perform Support Quality ReviewActivities1.1 Appoint Project Manager1.2 Estimate Bid Effort of Engagement1.3 Perform Quality Review of Engagement1.4 Requ
23、est Authorisation to BidActivitiesPHASE1.0INITIATION2.0PLANNING ANDPROPOSAL3.0SELECTION4.0IMPLEMENTATION5.0WARRANTY6.0SUPPORT Required Inputs(From Principal Consultants,Solution Consultants)ImprovedWin RatioandRepeatableBusiness FocusPMMethodology Local Authorisation Form Opportunity Investigation(A
24、O,SBC,etc.)Request for Proposal(RFP)Invitation to Quote(ITQ)Signed Risk Opportunity and Analysis Model(ROAM)IT WILL CHANGE THE WAY WE DO BUSINESS-Jim Sherriffn Following FocusPM is mandatory for PMsn The Project Plan content is used in the proposaln Planning components(Design and Project Plan)can be
25、 deliverable templates in a consulting projectn HPs service methodologies(from FOIs)are included in the development of the WBSn The Project Plan is the basis for the contract and becomes the Addendum to the contract-(Not the Proposal)n New Roles and Responsibilities for PMs and othersn Scalability-a
26、ll activities and tasks requiredKey Business Pointsn If required resources are not available,PM escalates the issues and stops the project -Rescheduling occurs upon start-upn Checkpoints in the FocusPM Bid Plan require management approval before proceeding -Bid Plan-Presales-Project Plan-Implementat
27、ion-Proposal-Submission-Client negotiated proposal changes-Scope changesKey Business Points(Continued)The Project Manager is responsible forn leading the delivery of large integrate solution and for key steps in the sale of solution n overall project plan,budget,schedule,staffing.n overall risk mana
28、gement and profitability n making a recommendation to management(GO/NO GO decision)n effectively applying the FocusPM Methodology to solution project n is the single point of contact with client n is the Business Manager for the projectn is accountable for the agreed-upon margin for the project n ma
29、nages all people resources on the projectn is accountable to Senior Managern must have all change control requests approved by HP Management and Clientn provides performance feedback on all project team members at major milestones and project close-out-aligned with HP Consulting Couselee Review Proc
30、essDuring the Project,the Project Manager FocusPM Methodology Overview2.1 Prepare Technical Solution2.2 Develop Project Scope Statement and WBS2.3 Develop Project Schedule2.4 Establish Project Resource Requirements2.5 Develop Project Risk Management Plan2.6 Develop Additional Preliminary Project Pla
31、ns2.7 Develop Project Budget2.8 Resolve Inconsistencies in Project Plan2.9 Perform Project Plan Quality Review2.10 Prepare and Present Client Proposal2.11 Perform Planning and Proposal Quality Review Activities3.1 Reach Agreement on Proposal3.2 Produce Final Proposal and Project Baseline3.3 Complete
32、 Contract3.4 Perform Selection Quality Review Activities4.1 Start Up Project4.2 Conduct Project ControllProject Plan ExecutionlSchedule Tracking and ControllFinancial Tracking and ControllHuman Resources Mgt.lCommunications Mgt.lQuality ControllRisk ManagementlChange ControllConfiguration Mgt.lContr
33、act and Procurement Mgt.4.3 Implement SolutionlManage to the Project Plan Project Teams Client Expectations Project DeliverableslPerform Client AcceptancelTransfer to Warranty and Support4.4 Close Project Implementation4.5 Perform Implementation Quality ReviewActivities5.1 Fulfil Warranty Commitment
34、s5.2 Perform Warranty Quality ReviewActivities6.1 Initiate Post-Warranty Support Services6.2 Perform Support Quality ReviewActivities1.1 Appoint Project Manager1.2 Estimate Bid Effort of Engagement1.3 Perform Quality Review of Engagement1.4 Request Authorisation to BidActivitiesPHASE1.0INITIATION2.0
35、PLANNING ANDPROPOSAL3.0SELECTION4.0IMPLEMENTATION5.0WARRANTY6.0SUPPORT Key Decision:-HPs Response to Client InputLocal Authorisation FormOpportunity InvestigationRequest for Proposal(RFP)Invitation to Quote(ITQ)Risk and Opportunity Analysis Model(ROAM)OutputProject Manager AppointmentClient Requirem
36、entsProject Mission and ObjectivesBid PlanBid Quality ReviewLocal Authorisation FormActivities1.1 Appoint Project Manager1.2 Estimate Bid Effort1.3 Perform Quality Review of Engagement1.4 Request Authorisation to Bid1.0INITIATION2.0PLANNING ANDPROPOSAL3.0SELECTION4.0IMPLEMENTATION5.0WARRANTY6.0SUPPO
37、RT1.0 Initiation Phase-OverviewObjective:Manage HPs opportunity cost Key Decision:-HPs Response to Client1.1Appoint Project Manager1.2Estimate BID Effort1.3Perform QualityReview of Engagement1.4Request Authorisation to BidEngagement OpportunityPlanning andProposalActivity 1.1Appoint Project ManagerT
38、ask 1.1.1Select Project ManagerTask 1.1.3Review Project RequirementsTask 1.1.2Establish Project FileLocal Authorisation FormOpportunity InvestigationRequest for Proposal(RFP)or Invitation to Quote(ITQ)Risk&Opportunity Analysis Model(ROAM)HPC Form1.1.1Project Manager EngagementPMT5200Letter and Proje
39、ct Charter1.1.2Project FilePMC12501.1.3Client RequirementsPMT10801.1.2Project File-EstablishedPMC12501.1.1Project Manager EngagementPMT5200Letter and Project CharterInputOutputTools1.0 Initiation PhaseTaskIDToolIDDocument Name1.1.1LocalRequest for Proposal or Invitation to Quote1.1.1LocalOpportunity
40、 Investigation1.1.1LocalSolution Business Case(A0,A1,etc.)1.1.1HPC FormRisk and Opportunity Analysis Model1.1.1PMT5200Project Manager Engagement Letter andProject Charter1.1.3PMF1080Client Requirements Log1.2.1PMT1100Project Mission and Objectives1.2.2PMT1200Bid Plan1.3.2PMF6051Quality Review-Minute
41、s1.4.1LocalLocal Authorisation to Develop Proposal1.4.2PMC1250Project File-Updated1.4.3PMF5100Internal/External Resources(Bid Team)Project Initiation Phase1.1Appoint Project Manager1.2Estimate BID Effort1.3Perform QualityReview of Engagement1.4Request Authorisation to BidEngagement OpportunityPlanni
42、ng andProposalActivity 1.2Estimate Bid EffortTask 1.2.1Complete Project Mission and ObjectivesTask 1.2.2Develop Bid Plan1.1.3Client RequirementsPMF10801.1.3Client RequirementsPMF10801.2.1Project Mission and ObjectivesPMT11001.2.2Bid PlanPMT12001.2.1 Project Mission and ObjectivesPMT1100InputOutputTo
43、ols1.0 Initiation Phase1.1Appoint Project Manager1.2Estimate BID Effort1.3Perform QualityReview of Engagement1.4Request Authorisation to BidEngagement OpportunityPlanning andProposalActivity 1.3Perform Quality Review of EngagementInputOutputToolsTask 1.3.1Review Project DocumentationTask 1.3.2Perfor
44、m Quality Review1.1.2Project FilePMC12501.1.3Client RequirementsPMF10801.2.1Project Mission and ObjectivesPMT11001.2.2Bid PlanPMT12001.1.2Project FilePMC12501.2.1Project Mission and ObjectivesPMT11001.2.2Bid PlanPMT12001.3.2Quality Review -MinutesPMF60511.3.1 Documentation Review1.0 Initiation Phase
45、 1.1Appoint Project Manager1.2Estimate BID Effort1.3Perform QualityReview of Engagement1.4Request Authorization to BidEngagement OpportunityPlanning andProposalActivity 1.4Request Authorization to BidTask 1.4.1Present Recommendation for ApprovalTask 1.4.3Establish Bid TeamTask 1.4.2Update Project Fi
46、le1.2.1Project Mission and ObjectivesPMT1100 1.2.2Bid PlanPMT12001.3.2Quality Review-MinutesPMF60511.1.2Project FilePMC12501.4.1Local Authorisation1.2.2Bid PlanPMT12001.4.1Local Authorisation1.4.3Internal/External Resources-Bid TeamPMF51001.4.2Project File-UpdatedPMC12501.4.1 Local AuthorisationInpu
47、tOutputTools1.0 Initiation PhaseHighlights of Initiation PhaseProject Mission and Objectiven Project Backgroundn Project Objective(Client)n Critical Success Factorn Exclusionsn Key milestonesn Constrainn HP ObjectivesRisk Management begins in the Initiation Phase and continues throughout the other p
48、hases:n Sales team completes Risk and Opportunity Analysis Model(ROAM)n Stresses value of formalized risk assessment process versus gut feelingn Stresses control and profitabilityGood decision:n Improved win/loss ration No bad projects!Highlights of Initiation Phase(Continued)The Project Manager:n I
49、s assigned early in the processn Reviews sales information on client and projectn Creates Project Mission and Objectivesn Develops Bid Plann Recommends next stepn May have an additional project review with clientHighlights of Initiation Phase(Continued)As input to Phase 1,the Sales Team:n Develops s
50、ales visionn Conducts client evaluationn Qualifies the Client:-Finds assurances that client can afford the solution -Determines whether client vision is compatible with HP missionn Develops initial risk analysis(ROAM)Highlights of Initiation Phase(Continued)n 1 out of 10 projects progress from Initi
