The Absolute Basics of Project Management - Michael Clingan 970-215-2981

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The Absolute Basics of Project Management - Michael Clingan 970-215-2981
The Absolute Basics of
 Project Management

               Michael Clingan
               970-215-2981
  michael.clingan@theclaymoregroup.com
The Absolute Basics of Project Management - Michael Clingan 970-215-2981
Over 50 projects in the consumer
          electronics industry

          Created an engineering group specializing in
          rapid ramp-ups

          Took prototype lead times from 4-6 weeks
Why me?   to 2 days

          Developed Rapid for IT projects, an
          Enterprise predecessor to Agile

          Figured out projects are for leaders
The Absolute Basics of Project Management - Michael Clingan 970-215-2981
Only 2.5% of companies successfully
                 complete 100% of their projects (PwC)

                 In 2013, less than one third of all projects
                 were completed successfully (Standish)
What’s up
with projects?   One in six IT projects has a 200% cost
                 overrun & schedule overrun of 70%. (HBR)

                 17% of large IT projects fail so badly they
                 pose a threat to the company (McKinsey)
The Absolute Basics of Project Management - Michael Clingan 970-215-2981
The Absolute Basics of Project Management - Michael Clingan 970-215-2981
To-Do
The Absolute Basics of Project Management - Michael Clingan 970-215-2981
Task
To-Do + Name + Duration + Due Date = Task
A     Another
Task    Task
Task + Task + …. = Simple Project
A     Another
Task    Task
Tasks + Dependencies = Common Project
Common Projects + Shared Resources = Complex Project
A            Another
    Task           Task
4 days ± 1 day   2 days ± 2 days
Dependence

 Variation
A   B   C   D   E

5   5   5   5   5
An average
A     B     C     D     E     of 3.19 work
                                units/day

5±1   5±1   5±1   5±1   5±1
Anything with dependent
What qualifies   tasks and a higher degree
 as a project?   of variation from what
                 you normally do.
Planning

               Doing
The 4 phases
of project
management     Delivering

               Learning
According to PwC’s Project Management
Global Survey 32% of project failures are due
to poor estimation during the planning phase
Written statement of the scope,
              deliverables, budget, and time

              Work Breakdown Schedule with
Planning –    task info, milestones, and buffer(s)
4 things to
include       Tracking and communications
              tools and plan

              Identification of risk factors
Orcon Aerospace New Market Offer Plan

Team/Champion                          4-Aug        11-Aug      18-Aug      25-Aug   1-Sep      8-Sep     15-Sep      22-Sep     29-Sep    ###   ###      20-Oct      27-Oct      3-Nov     10-Nov     17-Nov

                                     Define and               Idea/By-in Idea/By-                       Idea/By-in
                     Preferred        Sort top                    by       in by                         Int'l Aero
    Jim, Chris       Customer        customer                  Domestic     Int'l                         Mexico?
                     Program        opportunitie               Partners? Qantas?
                                          s
                                                                                                 Start     Partner Base Data                             Re-tailor
                                                                                                 with 3      A/C       fully                           presentation
                                                                                                  Key    informatio defined by                            /Value
                                                                                               Custome n - model, Orcon &                                package
                    Cost/Benefit                                                               r Targets type, #'s, Customer
   Jim, Chris,       Analysis -                                                                              etc.    (Identify
     David              Data                                                                                          Weight,
                     Collection                                                                                     Corrosion,
                                                                                                                      Install
                                                                                                                     Savings)

                                                                                                                                                        By airline Standardiz Pricing        Cost      Close
                                                                                                                                                       and defined     e kits establish: benefit       Deal
                                                                                                                                                       kits (sales/ (custom-    Up and analysis
                     Mechanic's                                                                                                                        engineering   ization) cross sell - custome
                     Choice and                                                                                                                          Orcon &                 tape,         r
   Jim, Chris,        Present                                                                                                                            A/MRO                   strip,    finalized
     David             Kitting                                                                                                                          mechanic                 clips,
                    (drawings &                                                                                                                                                dryliner,
                       GRT's)                                                                                                                                                   etc. for
                                                                                                                                                                              installatio
                                                                                                                                                                                    n

                                                                                                          Know      Revision       PMA                   Inv. Area
                                                                                                        choice kits control       rules,               (supermarke
 Bobbie, Roberto,                                                                                                                DAR,813                t) min/max
                      Kanban
      Vicki
                                                                                                                                   0-3
                                                                                                                                  Issues
                   72 hr base                                                                                                                          Maintenance Supplier
                  kit turn and                                                                                                                          schedule   managed
 Bobbie, Roberto, 2 week turn                                                                                                                                      inventory
      Vicki          on any
                  Maintenance
                    bilge kit
                                                                             Train Communi-
                    Right parts
                                                                             staff,  cation
                    at the Right                                            Custom Flow with
 Dennis & Team
                       time =                                                  er   U/C & MX
                    GUARANTEE
                                                                            service
                                                   Engineerin Defined
                                                         g      work card
                    Support final                  relationshi terminolog
  Engineering &
                     installation                  p based on       y
      Sales
                    at customer                    full "trust"

 Notes:
Project           Owne
                        r  ###### ###### ###### ##### ##### 16-Jun-08                                        #####      #####      ####     #####       #####    ##### #####          #####      18-Aug-08 ###### ##### ##### ###### ###### ###### ##### #####                                       ######       #####    ##### ###### ###### ###### ##### ##### #####                                #####      #####
Have a PEEK            Alex    Orcon        Avery must develop pressure sensitive adhesives that meet product requirements - High Level Kickoff meeting                                                                                Product from Avery   Orcon has a product developed that meets Tape       Orcon tape added to QPL at Boeing
tape on the                    provides                                                                                                                                                                                                is tested at Orcon   Boeing Specifications - Boeing test tape passes mfg
Boeing QPL                     film and                                                                                                                                                                                                and passes                                                    test at
                               properties                                                                                                                                                                                                                                                            Mexmil
                               needed to
                               Avery
     Responsibility            Hamang       Hamang                                                                                                                                                                                     Hamang               Chris                                    Chris        Chris
              Cost     $15k
Have a qualified       Alex                              Define        Co-developer          Co-developers short list Co-developer interviews and final choice   Agreements with co-developers signed, joint Product configuration and adhesive/coating package finalized                                                                       Lamination process using chosen adhesives defined and finalized
film meeting all                                         target        screening criteria    developed                made - 2-4 weeks                           NDA and joint development contracts
requirements of                                          physical      finalized                                                                                 finalized
Boeing BMS8-                                             properties
380                                                      and cost
                                                         (product
                                                         definition)

     Responsibility                                      Hamang,       Hemang, Alex Jim Alex. Executive Team,           Alex, Executive Team, Hemang             Alex, Gerald                                   Hemang                                                                                                                          Hemang, Jim Carroll
                                                         Alex          Carrol, Vicki,   Hemang
              Cost $50- 75k                                            Bobbie, Gerald                                                                            $4k                                            $20- 50k

Have the ability      David                                                                  Buy from                                                            Qualification testing (no 1,000 Include        Run         Manufacture Orcotek blankets in Union City                                                                          Add PEEK Strip
to sell blankets                                                                             Lamart or                                                           hour test) performed at Orcon, Lamart          flammabilit and blankets in Ensenada - 1-4 weeks                                                                                to Orcotek blankets
and Orcotek                                                                                  manufacture                                                         BMS/OMS                         PEEK film in   y tests at                                                                                                                      drawing    and STC
made with PEEK                                                                               at Orcon                                                                                            Orcon's STC    Orcon per                                                                                                                                  blankets
films                                                                                                                                                                                            flammabilit    approval                                                                                                                                   available
                                                                                                                                                                                                 y test plan                                                                                                                                               for sale
     Responsibility                                                                          Vicki                                                               Kiran                          David           Kiran,       Vicki , Roberto                                                                                                    David        David
                                                                                                                                                                                                                Hemang,
                                                                                                                                                                                                                David
                                                                                             Buy material form Lamart & receive material - 4-6 weeks                                                                         Findings submitted to FAA, 10 projects or 6 months

     Responsibility                                                                          Sue Toliver                                                                                                                     David

                                                                                             Develop                                                                                            DAR sample conformity
                                                                                             OMS spec &
                                                                                             internal
                                                                                             qualification
                                                                                             requirement
                                                                                             s
     Responsibility                                                                          Hemang,                                                                                            Larry
                                                                                             Scott
              Cost     $15k                                                                  $10.5k
Acquire the skills Dennis                   Complete      Create a job             Orcon    Go to            Screen potential candidates - 3-6 months                                                                                                                                                                                                                                                 Individual hired
necessary to                                job           description (criteria)   approval executive
position Orcon                              justification                          to hire  recruiters
as an adhesives                             and need
(scrim                                      assessment
lamination)                                 paperwork
innovator

     Responsibility                         Dennis       Dennis, Gerald,           Dennis,   HR, Gerald      Dennis, Gerald, Alex, Bob, Joe, Bobbie, Kim                                                                                                                                                                                                                                              HR
                                                         Alex, Bobbie              Hollis
                                                                                   Select a recruiter                                                                                                                                                                                                                                                                                                 $110k + benefits

     Responsibility                                                                HR, Gerald, Alex
              Cost $200k                                                                     $40k
Establish & Grow      Chris    Establish contact list - Consultative Selling - Boeing product development status updates, issues with current suppliers and materials                           Establish on- On tape QPL
close business                 utilize Patti Lampman                                                                                                                                            going
relationships                  and Boeing-Long Beach                                                                                                                                            weekly
with Boeing                                                                                                                                                                                     contact
                                                                                                                                                                                                visits
     Responsibility            Jim, Chris                Jim, Chris                                                                                                                             Jim, Chris      Jim, Chris, Scott
                               IP issue resolved                                                                                                                                                                                                                                                                                    On manufacturing QPL

     Responsibility            Begin discussions - Jim and Dennis, full Executive Team available to assist                                                                                                                                                                                                                          Jim, Chris, Scott

                                                                                                                                                                                                New Product Technology to supply new generation materials planned                                                                               Projects launched to supply film for QPL - 12 month project
                                                                                                                                                                                                Requiremen
                                                                                                                                                                                                ts

     Responsibility                                                                                                                                                                             Jim, Chris      Alex, Hamang                                                                                                                    Alex, Hamang
              Cost     $0k
Maintain Project      Dennis                                           PEEK                  PEEK Project               PEEK                PEEK                 PEEK                PEEK                       PEEK                   PEEK                 PEEK                  PEEK               PEEK                 PEEK                  PEEK                   PEEK                PEEK                   PEEK
Momentum                                                               Project               Review                     Project             Project              Project             Project                    Project                Project              Project               Project            Project              Project               Project                Project             Project                Project
                                                                       Review                Meeting                    Review              Review               Review              Review                     Review                 Review               Review                Review             Review               Review                Review                 Review              Review                 Review
                                                                       Meeting                                          Meeting             Meeting              Meeting             Meeting                    Meeting                Meeting              Meeting               Meeting            Meeting              Meeting               Meeting                Meeting             Meeting                Meeting
     Responsibility                                                    Dennis,               Dennis, ET                 Dennis,             Dennis,              Dennis,             Dennis,                    Dennis, ET             Dennis,              Dennis, ET            Dennis,            Dennis, ET           Dennis,               Dennis, ET             Dennis,             Dennis,                Dennis,
                                                                       ET                                               ET                  ET                   ET                  ET                                                ET                                         ET                                      ET                                           ET                  ET                     ET
Maintain a Long- Dennis Add Project Portfolio and/or strategic marketing items to (MBO) objectives, permanently add both to ET meeting agenda, brainstorm other activities to accomplish this goal (regular retreats, etc.) - forever
term Strategic
Marketing focus
     Responsibility        Dennis, Executive Team
            Value Priceles
                      s
Step 1 – Build the WBS
                           Scope
                         Summary

             Critical    Critical   Critical
             Success     Success    Success
              Factor      Factor     Factor

             To-Do E     To-Do C    To-Do G

             To-Do D     To-Do B    To-Do F

                         To-Do A
Step 1 – Build the WBS
                             Open a sales
                               office in
                             Cheyenne by
                               1/2020

                                Office is       WiFi
            Staff is hired
                              leased and      supports
            and trained
                               equipped         video
                                            conferences
                                            and large file
            Train staff in                    transfers
              Loveland
                office

            Hire staff via
              LinkedIn
Step 1 – Build the WBS with Project Team
                          Scope
                        Summary

             Critical   Critical   Critical
             Success    Success    Success
              Factor     Factor     Factor

             To-Do E    To-Do C    To-Do G

             To-Do D    To-Do B    To-Do F

                        To-Do A
Step 2 – Rotate     90 ◦

                                          Critical
                     To-Do D    To-Do E   Success
                                           Factor

                                          Critical
                                                       Scope
          To-Do A     To-Do B   To-Do C   Success
                                           Factor    Summary

                                          Critical
                      To-Do F   To-Do G   Success
                                           Factor
Step 3 – Convert WBS to a Plan

                       Task D    Task E   Milestone

              Task A    Task B   Task C   Milestone   Delivery

                        Task F   Task G   Milestone

      Start                                              Finish
Step 4 – Identify Critical Path

                   Task D      Task E            Milestone

          Task A    Task B     Task C            Milestone         Delivery

                      Task F            Task G         Milestone
Step 5 – Add a Project Buffer
             Task D      Task E            Milestone

    Task A    Task B     Task C            Milestone         Project Buffer   Delivery

                Task F            Task G         Milestone
Estimated Task Time

Hands On              Safety
Task 1 Estimate       Task 2 Estimate                 Task 3 Estimate

Start                                                                       Finish

 Task 1       Task 2     Task 3
Hands On     Hands On   Hands On
                                            Buffer
Start                                                Finish
Step 5 – Add a Project Buffer
             Task D      Task E            Milestone

    Task A    Task B     Task C            Milestone         Project Buffer   Delivery

                Task F            Task G         Milestone
Scope Creep

Doing –       Student Syndrome
4 things to
avoid         Parkinson’s Law

              Multitasking
Task
“Health” of project buffer

Doing –          What’s my constraining
                 resource?
4 things a
project leader   How is that resource shared
must know        with other projects or tasks?

                 Are we running a marathon or a
                 relay race?
Summary

01               02           03               04                05
Plan, Do,        Engage the   Don’t penalize   Relay race work   Lead when you
Deliver, Learn   team early   owners of late   ethic             can, manage
                              task, use the                      when you must
                              buffer
Asana

                 SmartSheet
Free (at least   Wrike
initially) PM
Software         ClickUp

                 Teamweek

                 OpenProject
Questions?
  Success Stories?
Painful Experiences?

              Michael Clingan
              970-215-2981
 michael.clingan@theclaymoregroup.com
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