Project Management Basics - Part 2

Jun 8, 2025

Overview

This lecture covered the complete process of project management, from execution and tracking through quality management, teamwork, agile methodologies, and project closure, using real-world examples and step-by-step guidance for each phase.

Project Execution & Tracking

  • Project execution is where planning comes together and actual work begins.
  • Tracking means monitoring project activities and measuring performance to identify deviations from the plan.
  • Key items to track: schedule, status of action items, milestones, costs, and key decisions.
  • Tracking methods include Gantt charts (tasks vs. time, dependencies), roadmaps (high-level milestones), and burn down charts (work remaining vs. time).

Risk & Change Management

  • Risks are potential events that could impact a project; changes are alterations to tasks, structures, or processes.
  • Types of changes: new dependencies, changing priorities, resource changes, budget/scope creep, force majeure.
  • Use change request forms and risk registers to document and manage changes.
  • Dependency management involves identifying, recording, monitoring, and communicating task interdependencies.

Quality Management & Continuous Improvement

  • Quality is delivering a product that meets or exceeds customer requirements.
  • Four quality concepts: quality standards, quality planning, quality assurance (QA), and quality control (QC).
  • Continuous improvement involves ongoing efforts to optimize processes using frameworks like DMAIC (Define, Measure, Analyze, Improve, Control) or PDCA (Plan, Do, Check, Act).
  • Collect and use customer feedback through surveys or user acceptance tests (UATs) to refine deliverables.

Teamwork, Communication, & Influence

  • Effective teams need psychological safety, dependability, clarity, meaning, and impact.
  • Project managers lead by organizing systems, clear communication, promoting trust, delegating, and celebrating success.
  • Use meetings, emails, instant messaging, and collaboration tools for ongoing communication.
  • Influence stakeholders by establishing credibility, finding common ground, providing evidence, and connecting emotionally.

Agile & Scrum Methodologies

  • Agile focuses on iterative, flexible, user-oriented delivery; main values include individuals/interactions, working software, customer collaboration, and responding to change.
  • Scrum framework includes three roles: Scrum Master (process owner), Product Owner (vision), and Development Team (execution).
  • Key scrum events: Sprint, Sprint Planning, Daily Scrum, Sprint Review, Sprint Retrospective.
  • Tools: product backlog, user stories, relative effort estimation (t-shirt sizes, story points), burn down charts, and Kanban boards.

Project Closure & Reporting

  • Proper project closure requires ensuring all work is done, processes executed, and formal stakeholder agreement.
  • Documents include closeout reports (summary, methodology, outcomes, lessons learned) and impact reports (executive summary for stakeholders).
  • Retrospectives enable teams to reflect, share feedback, and drive future improvements.

Key Terms & Definitions

  • Tracking — Monitoring project progress to ensure alignment with the plan.
  • Risk Register — Table documenting risks, dependencies, and mitigation plans.
  • Quality Standards — Specific, measurable requirements a deliverable must meet.
  • DMAIC/PDCA — Data-driven improvement frameworks.
  • User Acceptance Test (UAT) — Final testing phase by end-users before project launch.
  • Backlog — Prioritized list of tasks/features in Agile/Scrum.
  • Retrospective — Team meeting to discuss lessons learned and process improvement.
  • Stakeholder Analysis — Identifying project stakeholders and their influence/interest.

Action Items / Next Steps

  • Draft or update your project Charter and plan.
  • Track progress using appropriate tools (Gantt, roadmap, or burn down chart).
  • Regularly update your risk register and hold retrospectives.
  • Apply quality standards and gather feedback via surveys or UATs.
  • Prepare closeout and impact reports at project completion.
  • Review Agile and Scrum frameworks; practice writing user stories and planning sprints.
  • Build your professional PM portfolio with completed documents.