Successful Project Management - Compass

Successful Project Management

Facilitated by Nelson Layag

CompassPoint Nonprofit Services 500 12th Street Suite 320 Oakland, CA 94607 ph 510-318-3755 fax 415-541-7708 web: e-mail: workshops@ twitter: CP_change

Disclaimer All material is provided without any warranty whatsoever, including, but not limited to, the implied warranties of merchantability or fitness for a particular purpose. Any names of people or companies listed in this book or in its companion computer files are fictitious unless otherwise noted.

Copyright ? 2018 CompassPoint Nonprofit Services unless otherwise indicated. All rights reserved. This publication, including any companion computer disk, or any component part thereof, may not be reproduced or transmitted in any form or by any means, electronic or mechanical, including photocopying, recording, storage in an information retrieval system, or otherwise, without the prior written permission CompassPoint, 500 12th Street, Suite 320, Oakland, CA 94607, 510-318-3755 or the author

Table of Contents

WORKSHOP OBJECTIVES ........................................................................................................... 2 YOUR STRENGTHS & CHALLENGES ......................................................................................... 3 THE FIVE STEPS OF PROJECT MANAGEMENT ........................................................................ 6 STEP ONE: SELECT A PROJECT ................................................................................................ 8

PROJECT LIST................................................................................................................................ 8 MAPPING - CALENDAR FORMAT ...................................................................................................... 9 YOUR TURN STEP ONE: SELECT A PROJECT ................................................................................. 10 STEP 2: DEFINE THE PROJECT................................................................................................. 11 GOALS: WHY ............................................................................................................................... 11 YOUR TURN - STEP TWO: DEFINE THE PROJECT BY DEFINING THE GOALS ..................................... 12 DELIVERABLES: WHAT ................................................................................................................. 13 YOUR TURN - STEP TWO: DEFINE THE PROJECT BY IDENTIFYING DELIVERABLES............................ 14 WORK BREAKDOWN STRUCTURE (MAPPING OUT THE CRITICAL PATH) ........................................... 15 ESTIMATE COSTS: DEFINE THE PROJECT - FIGURE OUT YOUR BUDGET ......................................... 16 STEP 3: BUILD YOUR TEAM ...................................................................................................... 17 PROJECT ORGANIZATION CHART .................................................................................................. 17 ROLES & RESPONSIBILITIES ......................................................................................................... 18 STEP 4: MAP OUT THE WORK................................................................................................... 22 WORK BREAKDOWN STRUCTURE ................................................................................................. 22 MAP OUT THE WORK: WHO IS DOING WHAT? ............................................................................... 24 STEP 5: TRACK PROGRESS ...................................................................................................... 25 TRACKING PROGRESS.................................................................................................................. 25 YOUR TURN - STEP FIVE: SET UP TRACKING PROCESSES ............................................................. 26 PROJECT MANAGEMENT SOFTWARE..................................................................................... 27 LIST THREE THINGS YOU WILL DO OR SHARE AFTER THIS WORKSHOP......................... 28

?CompassPoint Nonprofit Services

Successful Project Management

1

Workshop Objectives

o Identify key issues/challenges/barriers for effective project management for the organization.

o Provide an introductory overview of project management concepts.

o Build upon (add to/revise/improve) current tools and processes the organization is currently using for project management.

o Develop an achievable list of clear and actionable items that staff can implement immediately (using the concepts, skills, tools that will be presented in the training).

Mantra =

Earlier & Better (not perfection)

2

?CompassPoint Nonprofit Services

Successful Project Management

Your Strengths & Challenges

Exercise: Identify your personal and organizational strengths that can support strong project management.

Identify your personal and organizational challenges that can hinder project management.

?CompassPoint Nonprofit Services

Successful Project Management

3

 ................
................

In order to avoid copyright disputes, this page is only a partial summary.

Google Online Preview   Download