Tuesday Mar 25, 2014

New in OUM - The Abbreviated PMP Template

Did you know that OUM now contains an Abbreviated Project Management Plan (PMP) template in the BT.070 – Create Project Management Framework task?  If you have been around OUM for a while, or have been a project manager using another methodology that aligns to PMI's global standards, you know that the PMP is key to promoting project success. The PMP is the work product that captures the project approaches for all of the OUM Manage processes. The Abbreviated PMP template in OUM is a MS-PowerPoint deck that serves to encapsulate the essential elements of the overall plan into a single presentation.

The Abbreviate PMP is applicable for smaller (<500 day projects is the general recommendation) and/or agile projects which call for lightweight, low-ceremony documentation. It is also well-suited to the PMP index approach where planning documents are written as separate documents and then linked within the master presentation. In any kind of project, it can serve as a scalable presentation which may be used during the project kick-off or other team meetings.

Regardless of which approach you take on your project, the PMP template (or any OUM work product for that matter) should be revised to fit the needs of your project.

Check out the new Abbreviate PMP template and let us know your thoughts.

Thursday Jan 10, 2013

OUM Manage - The Key to Marital Bliss

During a recent blog on “Applying the Iterative and Incremental Principle”, a follower commented that the waterfall approach was responsible for the demise of his marriage.  He mused that his marriage may have had a chance if he had followed an iterative and incremental approach!

Although this exchange was meant to be amusing, it prompted me to think about the similarity between a conventional marriage and the “marriage” that occurs when an OUM project is initiated.   Without getting into a political debate on the definition of marriage, for the purpose of this blog, let’s consider an OUM Implementation a type of marriage entered into by the Project Manager and the Project Sponsor for the term specified in the contract or Statement of Work (SOW). 

What makes a one marriage successful while another fails?  If you ask five people this question, you would likely receive five different answers based on their unique experience, but I speculate the answers would fall into similar themes:

  • Communication
  • Trust
  • Ability to manage expectations

In OUM Manage, one of the first activities that occur during the Project Startup phase involves the Project Manager and the client (Project Sponsor) jointly creating the Project Management Framework.  This framework establishes the ground rules for the project and is the first step in communicating, establishing trust, and setting expectations.

The key focus for the remainder of the Project Startup Phase is to evolve the Project Management Framework into a detailed Project Management Plan based on the agreed upon foundation.   In prior versions of OUM Manage, the equivalent work product was named the “Terms of Reference”.  Literally, this was the work product referenced to sort out problems when future misunderstandings occurred.   

The PMP establishes, early on, what needs to be done, who should do it, and how it will get done.  Issues and problems are anticipated and resolution approaches are agreed to in advance.  Once the PMP details the who, what, and how, the plan is monitored and updated as the relationship matures and the parties have a better understanding of what works and does not work in their relationship. 

Specifically, the PMP addresses Work Management, Financial Management, Communications Plan, Risk Management, Issue Management, Problem Management, Staff Management, Procurement Management, Infrastructure Management, Quality Management, Organizational Change Management Strategy and more!  I am not a marriage therapist, but I can clearly see the advantage to sitting down and agreeing to these areas early on, and of refining as the relationship grows.   Clearly, the Project Management Plan or PMP is a critical success factor for marital bliss! 

If you think about the positive affect that creating a PMP equivalent would have on a conventional marriage, you should appreciate the value of creating a PMP for every project to increase its chance of success.  Think about the potential issues (risks) that can be mitigated by having a candid discussion on the approach to finances (need I say more?), work responsibilities (who cooks? Who cleans?), staffing (housekeeper or no housekeeper?), Risks (in-laws next door), and Organizational Change Management (kids!) and so on.  If these areas are not discussed until there is a conflict, without a clear approach to how to deal with the potential conflict, the likelihood that trust will erode and the relationship deteriorate increases.

For anyone contemplating marriage – whether conventional or in the project sense, I strongly advice that you emulate OUM Manage and create an equivalent to the Project Management Framework when you are engaged, and that you detail this framework during your engagement -- prior to the nuptials!  If this is done, then you should have much more confidence in the success of the union!

Thursday Jan 12, 2012

The Project Management Plan (PMP) in OUM - Creation and Evolution

According to the Guide to the Project Management Body of Knowledge (PMBOK® Guide) — Fourth Edition, the Project Management Plan is defined as a formal, approved document that defines how the project is executed, monitored and controlled.  In OUM, the Project Management Plan (better known as the PMP) defines the overall project management strategies and approaches applied to the project.  Since the PMP is considered to be the most important artifact created by the project manager, it is important to understand how the PMP is created and evolved in OUM.

Creation

The creation of the PMP is started with the Project Management Framework in the task BT.070 – Create Project Management Framework, which is part of the OUM Manage Focus Area’s Project Startup Phase.  The project manager creates the Project Management Framework, along with the project sponsor and other stakeholders.  At this point in the project, the Project Management Framework represents the PMP at the strategic level.  In fact, the Project Management Framework can be thought of as the initial or high-level version of the PMP. 

Evolution and Refinement

After the Project Management Framework is created early in the Project Start Up phase, it is then used as a key prerequisite for each of the OUM Manage process plans – Scope Change Management Plan, Quality Management Plan, Risk Management Plan, etc .  The PMP is refined in an iterative fashion through input and approval from the various project stakeholders and subject matter experts as the project progresses.  This means the PMP is not a static document, but is evolved to become the project management artifact that details the tools and approach for each of the 13 OUM Manage processes.

Need More Info?

For more information on how the PMP evolves from the Project Management Framework, check out the BT.070 Task - Create Project Management Framework in OUM 5.5.

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