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Copyright © 2004 Innovation Policy Research Limited.

This material has been licensed for use by non-profit organisations in South Africa but all other rights are reserved

Skill Sets 1 – The Basics of


Project Management

No Surprises Please !
Objectives of Project Management &
This Module

„ Complete projects to specification, on


schedule and within budget
„ Basic understanding and capability
‰ Key objectives and scope
‰ Basics of project planning and main tools
‰ Basics of project monitoring and control
‰ Introduction to their use
„ Customer Satisfaction
Copyright © 2004 Innovation Policy Research Limited. This material has been licensed for use by non-profit organisations in South Africa but all other rights are reserved
Project Definition

„ A Project is
‰ A temporary (has a defined finish)
‰ ..endeavour (actions which consume resources)
‰ ..to achieve specified deliverables (outputs)
„ The Project Triangle
‰ Costs
‰ Time
‰ Scope (deliverables)

Copyright © 2004 Innovation Policy Research Limited. This material has been licensed for use by non-profit organisations in South Africa but all other rights are reserved
The Deliverable

Deliverable: A tangible and measurable result,


outcome, or item that must be produced to complete
a project or part of a project. The project team and all
project stakeholders agree on project deliverables
before the project begins.

Copyright © 2004 Innovation Policy Research Limited. This material has been licensed for use by non-profit organisations in South Africa but all other rights are reserved
The Triangle

Copyright © 2004 Innovation Policy Research Limited. This material has been licensed for use by non-profit organisations in South Africa but all other rights are reserved
Project Structure

„ Different Perspectives
‰ Work Packages
‰ Tasks

Copyright © 2004 Innovation Policy Research Limited. This material has been licensed for use by non-profit organisations in South Africa but all other rights are reserved
Work Packages

„ Related items of work which provide a


conceptual structure for the project
‰ “Coating development”
‰ Electrode Development
‰ Sensor Testing
„ Often used to allocate responsibility between
Partners

Copyright © 2004 Innovation Policy Research Limited. This material has been licensed for use by non-profit organisations in South Africa but all other rights are reserved
Tasks

„ Main Unit of Project Planning and


Management
„ Tasks Have
‰ Objectives (perform items of work)
‰ Resource Requirements
„ Physical (equipment)
„ People
‰ Costs
‰ Duration
‰ Dependencies
Copyright © 2004 Innovation Policy Research Limited. This material has been licensed for use by non-profit organisations in South Africa but all other rights are reserved
“Milestones”

„ Tasks which produce project deliverables


„ Often associated with Payments
„ Particularly associated with Contract R&D
„ Interaction between
‰ Project Management
‰ Cash Flow

Copyright © 2004 Innovation Policy Research Limited. This material has been licensed for use by non-profit organisations in South Africa but all other rights are reserved
The Planning Cycle

„ Key Principle
‰ No plan possible unless deliverables and tasks
characterised.

Copyright © 2004 Innovation Policy Research Limited. This material has been licensed for use by non-profit organisations in South Africa but all other rights are reserved
Project Plan Tools

„ Gantt Chart

Copyright © 2004 Innovation Policy Research Limited. This material has been licensed for use by non-profit organisations in South Africa but all other rights are reserved
Sample Project

„ Use the Data Sheet and determine:-


‰ How long the project will take with the parameters
suggested
‰ How could the duration be shortened
‰ How you would use the data to determine costs
„ What did we forget ?

Copyright © 2004 Innovation Policy Research Limited. This material has been licensed for use by non-profit organisations in South Africa but all other rights are reserved
Data Sheet

Task no Item Duration Resource Work Dependencies Remarks 0


1 Design Model Study 20 days Prof 25% of the time 40 hrs Max Allocation is 25% 0
2 Assign PDRA 10 days None 0 0
3 Apply for Licence & await 20 days None 0 0
4 Synthesise Compounds 12 days Technician 50% of the time 48 hrs 1 Max Allocation is 200% 0
5 Inject 1.25 days PRDA 100% 0 2,3,4 Max Allocation is 100% 0
6 Await Reaction 5 days Technician 10% of the time Not determined by work content b 5 0
7 Check Results 1.25 days PDRA 100% 0 6 Max Allocation is 100% 0

Copyright © 2004 Innovation Policy Research Limited. This material has been licensed for use by non-profit organisations in South Africa but all other rights are reserved
Critical Path

„ The Sequence of Tasks which determine


duration
„ Provides focus on action to shorten project

Copyright © 2004 Innovation Policy Research Limited. This material has been licensed for use by non-profit organisations in South Africa but all other rights are reserved
Project Tracking & Co-ordination

„ Tracking
‰ Assisted by Granularity of Tasks
‰ Regular Reports
„ % Task Completion
„ Tasks Completed
„ Tasks Started
„ Issues Identified / Resolved
‰ % Completion against plan
„ Co-ordination
‰ Using progress to initiate action on dependent tasks

Copyright © 2004 Innovation Policy Research Limited. This material has been licensed for use by non-profit organisations in South Africa but all other rights are reserved
Progress vs Plan

„ Use to predict likely completion of


deliverables
‰ “No Surprises Please”
„ Use to initiate Corrective Action
„ Change Control

Copyright © 2004 Innovation Policy Research Limited. This material has been licensed for use by non-profit organisations in South Africa but all other rights are reserved
Change Control

„ A formal Process
„ Impact Assessment
„ Any Change to the Project Parameters
‰ Deliverables
‰ Timescales
‰ Costs / Resources

Copyright © 2004 Innovation Policy Research Limited. This material has been licensed for use by non-profit organisations in South Africa but all other rights are reserved
Contrasts and Issues

„ PI’s don’t like being “Project Managed”


‰ Are they acting as PI’s or Contractors ?
‰ Advantages of Professional Performance in
getting funding
„ “How will the project be managed ?”
„ Project Profiles
‰ Project = “X years * Y Post Docs” in Research Inst
‰ “Company” projects – more effective resource use
„ Deliverable focus in sales
Copyright © 2004 Innovation Policy Research Limited. This material has been licensed for use by non-profit organisations in South Africa but all other rights are reserved

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