University of Wisconsin HRIS Service Center Mission

The University of Wisconsin System's HRIS Service Center aims to provide top-tier HRIS and customer service to efficiently manage the organization's human capital. The center is focused on delivering the highest value through effective management practices. Scott Krause is the Project Manager with extensive experience in supply chain and IT.

• University
• HRIS
• Service Center
• Project Management
• Scott Krause

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Presentation Transcript

1. Project Management Light (No affiliation with Oracle) October 19, 2015 The Service Center Mission is to provide best in class HRIS and customer service to support the effective management of the University of Wisconsin System s Human Capital at the highest value.

2. Scott Krause Project Manager UWSA Service Center (2 Yrs) MBA Lake Forest Graduate School BBA-Marketing UW Madison PMP Dec. 2012 Past - 5 Years in Supply Chain & IT http://www.linkedin.com/in/sjkrause/ 2

3. Agenda Purpose Project Management Light Background Templates Phases Process Payoff The basics of Project Management Improved state-wide use of PM 3

4. About Project Management What is a project? Temporary Specific Objectives Method of Project Control (IT) Waterfall-focused Project Management What is a Project Manager?

5. Soft Skills What are the most important skills for a project manager? Leadership Communication Project Management Effective Motivation Integrity Decisiveness http://www.pmi.org/learning/~/media/pdf/surveys/pp_sofian.ashx

6. You might get a project It s not that bad! Communication x3! Quality + Acceptance = Success Don t assume everyone understands. Wanted to make sure we re Project Management speaking the same language. on the same page. following the same map. Remember your customer!!! Document!!!

7. Youve got a project Communicate Who is our customer? What forecasts are there for the project? What does done look like? And success? What is my role? Authority? How does the project fitin to everyone s work? Project Management What does the organization want to know?

8. Planning Documentation

9. Documentation What are the most important pieces of documentation? Charter Work Breakdown Structure Project Management Reporting Instrument Project Plan All UW Madison DoIT Templates

10. Charter Example: Project Charter EZ Project Name Project Manager Sponsor Customer Document Version and Date Project Scope Business Need Project Goals Product Description In Scope/Out of Scope Critical Success Factors Project Assumptions Project Constraints Project Deliverables Requirements Organization Organization Organization Project Management High-Level Milestones and Timeline Role Project Responsibility Project Sponsor Project Manager Customer Define requirements, accept Team Member High-Level Budget Cost Type FY 05-06 Labor Materials Total Budget Communications Strategy 1. One-on-one requirements gathering 2. Monthly status meetings with customer 3. Demonstration 4. Training 5. Recurring sponsor/leadership/steering committee meetings Quality Management Strategy 1. Apply standards 2. Use iterative prototyping and customer feedback 3. Intensive developer testing Skills Required Recommended Source Manager Champion project Manage development Project Mgmt Assigned User, Pre-user Total

11. Everyone should understand the project! Communicate Charter Explain the project Scope In and Out Cost/Time/Resources 1st Pass Approval means . The sponsor (or other approvers) understand the idea. Sally forth! Move on to more detailed planning. Project Management

12. Work Breakdown Structure Project Management

13. Work Breakdown Structure Communicate Everyone should understand what needs to be done! Task ID Task Description Owner % Complete (or Status) Start Date Finish Date Project Management Optional Hours Predecessor

14. Project Plan Contents 1. General Overview.................................................................................................................................. 3 1.1 1.2 Document Change Control ............................................................................................................ 3 Definitions ..................................................................................................................................... 3 2. Project Plan Approval Signatures .......................................................................................................... 3 2.1 2.2 2.3 2.4 Project Manager ............................................................................................................................ 3 Project Sponsor ............................................................................................................................. 4 Project Customer .......................................................................................................................... 4 Project Customer .......................................................................................................................... 4 3. 4. Project Plan Overview and Critical Assumptions .................................................................................. 4 Project Work Plans ................................................................................................................................ 5 4.1 4.2 4.3 4.4 Work Breakdown Structure .......................................................................................................... 5 Staffing Plan .................................................................................................................................. 5 Project Schedule ........................................................................................................................... 5 Project Budget ............................................................................................................................... 5 Project Management Project Control Plans ............................................................................................................................. 5 5. 5.1 5.2 5.3 5.4 5.5 5.6 5.7 Communications Plan ................................................................................................................... 5 Quality Management Plan ............................................................................................................ 5 Issue Management Plan ................................................................................................................ 6 Change Management Plan ............................................................................................................ 6 Risk Management Plan .................................................................................................................. 6 Procurement Plan ......................................................................................................................... 6 Support Transition Plan ................................................................................................................. 6 6. Appendix ............................................................................................................................................... 6 6.1 6.2 6.3 6.4 6.5 6.6 6.7 6.8 Work Breakdown Structure .......................................................................................................... 7 Communications Plan ................................................................................................................... 7 Quality Management Plan ............................................................................................................ 7 Issue Management Plan ................................................................................................................ 7 Change Management Plan ............................................................................................................ 7 Risk Management Plan .................................................................................................................. 7 Procurement Plan ......................................................................................................................... 7 Support Transition Plan ................................................................................................................. 7 Page 1 of 1 7/15/2014

15. Detail of the project! Communicate Project Plan Consider it all Detail on cost/time/resources Think what leadership would want to know How much? How long? With who? What could go wrong? Project Management Approval means . The sponsor (or other approvers) are OK with the plan. Sally forth, again!

16. Control & Execute Documentation

17. Is the project tracking projections? Communicate Get to it! What are the risks/issues facing the project? Report Milestones Achievements Project Management Setbacks Cost/Timeline Decisions Set expectations early and often.

18. Status Reporting 1.Project Timeline Original End Date Expected End Date Status Milestone Complete On Track At Risk Critical 2.Recent Accomplishments Completion Date Task Description Owner 3.Tasks To Be Addressed Next Start Date Task Description Owner Project Management 4.Key Decisions Key Decision Date 5.Risks Risk Description/Possible Solution 6.Upcoming Project Team Meetings Date Time Location Meeting Title Agenda Topics

19. Close Documentation

20. Conduct lessons learned Communicate Are we done? Close the project, IN WRITING! Celebrate! Project Management

21. Templates UW Madison DoIT Full Methodology UWSA Service Center Templates (Firewalled) Project Management

22. Questions