Self Note: Key Points of Project Management

  • Visual Project Management:
    • at-a-glance view
    • provides at-a-glance insight
    • getting faster insights
    • seeing everything in one place
    • can address problems before they happen
      • identifying potential blockers earlier
      • visualize project dependencies
  • 3 Types of Visual Project Management
    • Timelines (Project Timeline) / Gantt charts
    • Kanban boards
    • Project Calendars
  • Why use tool/software
    • customizable
    • automation
  • Project Board in Project Management
  • Monitor progress & report to stakeholders
  • Adjust the plan as needed
  • Portfolio: a collection of projects
  • Project Planning & Project Status Report
    • Project Plan Report:
      • roadmap
      • overview of schedule
      • list of all the tasks & when they should be done
      • planned vs actual:
        whether the plan is being met by actual progress
    • Project Dashboard
      • the high view of your project’s performance
    • Frequency:
      • daily (implementation phase), weekly, monthly, quarterly
  • Best Practices for Project Status Report
    • 1. Communicate:
      deliver the right data to the right party at the right time
    • 2. Know Your Audience:
      big picture (stakeholders, client, etc) vs specifics (team members)
    • 3. Consistency
    • 4. Establish metrics:
      how to measure the progress of a project
    • 5. Simplify:
      be effective
      don’t obscure it with unnecessary details
      stay to the point
      just report on what needs to be reported
    • 6. Verify
      no opinion / unsubstantiated facts
    • 7. Standard
      keep standard, make sure your report is clear & consistent
    • 8. Use Tools