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Applying Different Project Management Methodologies in Clarizen Applying Different Project Management Methodologies in Clarizen v Copyright © 2015 Clarizen@Work. All rights reserved ! #ClarizenAtWork15 www.clarizen.com! ! Featuring: Rami Cohen David Goulden Gadi Lemberg Sr. Dir. Global Sales Engineer Product Director Sr. Sales Engineer Clarizen Clarizen Clarizen v Copyright © 2015 Clarizen@Work. All rights reserved ! #ClarizenAtWork15 www.clarizen.com! ! Agenda ! "Introductions ! "PMI / PMBOK ! "Prince/2 ! "Agile/ Scrum Copyright © 2015 Clarizen@Work. All rights reserved#ClarizenAtWork15 ! #ClarizenAtWork15 Copyright © 2015 Clarizen@Work. All rights reserved ! ! PMI/ PMBOK v Copyright © 2015 Clarizen@Work. All rights reserved ! #ClarizenAtWork15 www.clarizen.com! ! Some Facts About PMI PM de facto standard… ! "Founded in 1969 by working project managers - Newtown Square, Pennsylvania ! "More than 500,000 members and credential holders ! "Most popular certificate ‘PMP’ – Project Management Professional 5 Copyright © 2015 Clarizen@Work. All rights reserved ! #ClarizenAtWork15 ! Some Facts About PMI Promoting Global Standards Global standards are crucial to the project management profession. Standards ensure a basic project management framework is applied consistently worldwide. ! "13 global standards (including Program and Portfolio Management) ! "Over 3 million copies of A Guide to the Project Management Body of Knowledge (PMBOK®Guide) in circulation 6 Copyright © 2015 Clarizen@Work. All rights reserved ! #ClarizenAtWork15 ! The PMI PMBOK Matrix 7 Copyright © 2015 Clarizen@Work. All rights reserved ! #ClarizenAtWork15 ! Communication Management 8 Copyright © 2015 Clarizen@Work. All rights reserved ! #ClarizenAtWork15 ! The PMI Famous Matrix By Yvonne Monterroso, PMP A recent study conducted by the Project Management Institute (PMI) revealed that ineffective communication has a negative impact on successful project execution. Surprising? 9 Copyright © 2015 Clarizen@Work. All rights reserved ! #ClarizenAtWork15 ! Fun Fact About Communication ! "If you have 20 People on a Project, how many possible communications channels do you have? ! "N(N-1)/2 – Formula for Number of Communication Channels ! "190 10 Copyright © 2015 Clarizen@Work. All rights reserved ! #ClarizenAtWork15 ! 10.1 Identify Stakeholders Key benefits ! "One of the key processes of the PMBOK in the initiation phase. ! "Helps reduce risk. ! "Helps reduce resistance. 11 Copyright © 2015 Clarizen@Work. All rights reserved ! #ClarizenAtWork15 ! 10.2 Plan Communication Communications managements Who receives which communications, who is responsible to deliver and respond to communication content, and how and when communications will be delivered ! "Defining the audience ! "Defining the requirements ! "Building a communications schedule ! "Finding the responsible team member ! "Defining the medium of communication ! "Preparing the content 12 Copyright © 2015 Clarizen@Work. All rights reserved ! #ClarizenAtWork15 ! 10.3 Distribute Information The Clarizen way ! "Data exist within the tool ! "Automate distribution 13 Copyright © 2015 Clarizen@Work. All rights reserved ! #ClarizenAtWork15 ! 10.4 Manage Stakeholders Expectations The process of manage stakeholder expectations is there to identify stakeholder issues or concerns in a timely manner, and then to resolve these swiftly in a proactive manner. On-going in Clarizen Submitting an issue/bug/request Follow a project 14 Copyright © 2015 Clarizen@Work. All rights reserved ! #ClarizenAtWork15 ! 10.5 Report Performance Real-time performance matrix 15 Copyright © 2015 Clarizen@Work. All rights reserved ! #ClarizenAtWork15 ! Communication with Clarizen Transition from Traditional to Modern Communication Traditional Communication Channels Modern Collaboration in Clarizen •" Emails •" Project’s Discussion Board •" Pros: formal, documented, asynchronous, •" Pros: Visible to the project team – past everyone are using emails and future (searchable), live, automatic •" Cons: unstructured, no visibility into who updates asynchronous, promotes positive sent what and when, sits in private feedbacks (Like), structured mailboxes •" Cons: Could blare the line between formal •" Phone/Video Conferencing and non formal communication (happy birthday) •" Pros: Transmits non verbal communication (tone of voice, intonation, •" Discussion Groups / Forums expressions, body language), engaging •" Pros: Dynamic membership, promotes •" Cons: Time consuming, synchronous discussions, builds knowledge bases, (hard to coordinate over busy calendars encourages SMEs and different time zones), requires •" Cons: Not private coordination and set-up 16 Copyright © 2015 Clarizen@Work. All rights reserved ! #ClarizenAtWork15 ! Communication with Clarizen Transition from Traditional to Modern Communication II Traditional Modern •" Status Meetings •" A living Project •" Pros: Gets everyone on Ecosystem the same page, creates •" Pros: Real time status, clarity, visual feedbacks on demand, cumulative, •" Cons: Waste of precious transparent, time both by prepping as asynchronous, well as attending, •" Cons: ? synchronous 17 Copyright © 2015 Clarizen@Work. All rights reserved ! #ClarizenAtWork15 ! Communication in Context 18 Copyright © 2015 Clarizen@Work. All rights reserved ! #ClarizenAtWork15 ! Prince/2 v Copyright © 2015 Clarizen@Work. All rights reserved ! #ClarizenAtWork15 www.clarizen.com! ! Facts about PRINCE2 Definition & Background ! " PRINCE2 (an acronym for PRojects IN Controlled Environments) is a process-based approach for effective project management providing an easily tailored, and scalable method for the management of all types of projects ! " Extensively used by the UK Government, as well as the private sector, both in the UK and internationally. ! " PRINCE was established and launched in 1989 by CCTA (the Central Computer and Telecommunications Agency) ! " PRINCE2 was published in 1996, having been contributed to by a consortium of some 150 European organisations. 20 Copyright © 2015 Clarizen@Work. All rights reserved ! #ClarizenAtWork15 ! Facts about PRINCE2 PRINCE2 Key features: ! " Focus on business justification ! " Defined organization structure for the project management team ! " Product-based planning approach ! " Emphasis on dividing the project into manageable & controllable stages ! " Flexibility that can be applied at a level appropriate to the project 21 Copyright © 2015 Clarizen@Work. All rights reserved ! #ClarizenAtWork15 ! PRINCE2 Concept PRINCE2 Methodology says that a project should have: An organized and An organized and An organized and controlled start controlled middle controlled end Organize and plan When the project has When you've got things properly started, make sure it what you want and before leaping in continues to be the project has organized and finished, tidy up the controlled loose ends 22 Copyright © 2015 Clarizen@Work. All rights reserved ! #ClarizenAtWork15 ! PRINCE2 Concept The basic structure PRINCE2 Project Roles Project Management Techniques •" Project Manager •" Project assurance •" Customer •" Providing an independent view of how the project is progressing. •" User •" Three views of assurance: •" Supplier business, user and specialist. •" Project board Each view reflects the interests of the three project board members. •" Project support PRINCE2 Scope Controlling Change PRINCE2 is designed to provide a • " How to manage risk common language across all the •" How to manage quality interested parties •" How to control change 23 Copyright © 2015 Clarizen@Work. All rights reserved ! #ClarizenAtWork15 ! PRINCE2 Processes Process-driven project management method Each process is defined with its key inputs and outputs together with the specific objectives to be achieved and activities to be carried out. 24 Copyright © 2015 Clarizen@Work. All rights reserved ! #ClarizenAtWork15 ! PRINCE2 Usual questions at the start of a project ! "What are we trying to do? ! "When will we start? ! "What do we need? ! "Can we do it alone, or do we need help? ! "How long will it take? ! "How much will it cost? 25 Copyright © 2015 Clarizen@Work. All rights reserved ! #ClarizenAtWork15 ! PRINCE2 - PID PID Project Initiation Document 26 Copyright © 2015 Clarizen@Work. All rights reserved ! #ClarizenAtWork15 ! PRINCE2 - PID Project Initiation Document The purpose of the PID is to define the project, to form the basis for its management and the assessment of overall success. Has two primary uses: ! " Ensure that the project has a sound basis before asking the Project Board to commit to make any major commitment to the project ! " Act as a base document, against which the Project Board and Project Manager can assess progress, risks, issues, change and ongoing viability questions 27 Copyright © 2015 Clarizen@Work. All rights reserved ! #ClarizenAtWork15 ! PRINCE2 - PID Project Initiation Document Answers: ! "What the project is aiming to achieve ! "Why it is important to achieve it ! "Who will be involved in managing the process and what are their responsibilities ! "How and when will the project be undertaken 28 Copyright © 2015 Clarizen@Work. All rights reserved ! #ClarizenAtWork15 ! PRINCE2 - PID in a click Clarizen Document Publisher v2 ! "Generate PID from existing data through a click of button ! "Multiple templates for multiple use-cases ! "Support PPTX, DOCX and PDF output formats ! "Template creator tool 29 Copyright © 2015 Clarizen@Work. All rights reserved ! #ClarizenAtWork15 ! PRINCE2 - PID in a click Clarizen Document Publisher v2 30 Copyright © 2015 Clarizen@Work. All rights reserved
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