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Fundamentals of Project Management Notes
Fundamentals of Project Management Notes
A Project
A project is any temporary endeavor with a definite beginning and end, according to the Project
Management Institute (PMI).
A sequence of tasks that must be completed to attain a certain outcome.
A clear start and end date: Have a specific time frame for completion with a definite start
and finish. It needs to have a clear beginning, a definite end, and an overview of what happens in
between.
A project has boundaries – A project operates within certain constraints of time, money,
quality, and functionality. Every project operates within certain boundaries called constraints:
Project scope
People
Resources.
• The art of organising, leading, reporting and completing a project through people.
A project manager
Is a professional who organizes, plans, and executes projects while working within restraints like budgets and
schedules. Project managers lead entire teams, define project goals, communicate with stakeholders, and see a
project through to its closure.
a) Negotiation: a goid project manager can successful ’negotiate everything from pricing to
deadlines to the details of what the deliverable will be. Able to obtain desired result from each
b) Relevant technical skills: Having a solid background in the type of work their team is doing.
c) Writing: Having the ability to communicate accurately and effectively through the written
word.
d) Organization: must be highly organized, with everything related to the project easy to find and
clearly labeled.
e) Prioritization and goal setting: Ability to determine what is the highest priority and what can
wait until later. Making priorities clear to team members and connecting the priorities to
tangible team goals.
f) Project planning: a good PM must be able to build out a realistic, logical, effective plan. Must
always be one step ahead, prepared for the future, and with a clear idea of what’s coming up
next.
g) Delegating: Making sure that each team member always has something to work on, and that
the right people are working on a task, and that nobody is overworked. Avoiding being overly
prescriptive and make sure everyone has enough information but also the freedom to do their
best work for the project.
h) Budget management; Making sure that the project does not go over budget. Has a solid
understanding of math, spreadsheets, and finances to help in ensuring that the projects
consistently come in at or even under the projected budget.
Soft skills are general personality traits, such as teamwork and communication, relevant
across various roles and industries.
a) Communication: Since a project manager serves as the link between the project stakeholders
then the ability to effectively communicate important information to all stakeholders is
absolutely crucial to the success of the project.
b) Leadership: strong leadership is a necessity to lead project teams. A strong leader can win over
teams’ trust, motivate workers, get buy-in, make good decisions, and take responsibility for the
team’s successes and failures alike.
c) Motivation: Ability to to motivate the team members to do their best work even when
deadlines get tight and projects get tricky is a very important ability for a project manager to
have.
d) Conflict management: A successful project manager is is an effective conflict resolver will
know how to keep tempers in check and address problems as they arise so that the team can
move forward and keep working toward their goals without hurt feelings or big blow-outs.
They also know not to shy away from conflict but rather to face them head-on.
e) Adaptability: Being flexible and agile, knowing how to roll with the punches and make the
necessary adjustments to move forward even in the face of unexpected issues.
f) Resourcefulness: Strong project managers know how to get crafty and clever in order to solve
problems. instead of giving up whenthey come across an issue they’re unprepared to deal
with, they become determined to find a solution, even if it takes a little elbow grease to do so.
g) Teamwork: A good project manager isn’t just a team leader; they’re also a part of the team.
They should be cooperative, collaborative, easy to work with and talk to, and fair to others.
There’s no room for ego in this job.
If the desired outcome is achieved on time and within budget, a project is considered to be a success.
Project management principles help the project run smoothly. Without proper project management
principles, projects will be handled haphazardly and are at a much higher risk of
Project failure
Scope creep
project successfully.
Project management is important because it ensures what is being delivered, is right, and
will deliver real value against the organization/community opportunity.
For example,
Based on a defined project scope, the project manager creates a schedule with a projected end date
where the project team produces the final deliverable.
From this schedule, the project manager calculates the cost of resources and other expenses needed,
then comes up with the equivalent total project budget that the project manager asks the project sponsor
for approval.
But as the project proceeds, the scope expands because of scope creep. This change in scope affects the
schedule, which is in danger of missing the end date. But to keep the same end date, the project team
will need additional resources, which will affect the cost and make the project go over its budget.
Scope: Refers to the extent of the project. It defines what is part of the project, its purpose, objective,
boundaries, and the work needed to achieve the final deliverable, be it a product, service, or result.
Scope looks at the outcome of the project undertaken. This consists of a list of deliverables, which need
to be addressed by the project team.
Extending the scope when scope creed happens disfigures the perfect triangle so to speak, and the
project ends differently compared to the initial plan or vision. This can mean without compensatory
Every successful project goes through the same phases: initiation, planning, execution, monitoring, and
controlling.
An idea becomes a project plan, complete with goals, project charters, and stakeholders.
potential obstacles/risks
• The project manager develops a detailed plan for executing, monitoring, and controlling the project.
This typically starts with setting goals.
• Project goals are defined using S.M.A.R.T. and CLEAR methodologies.
S- Specific
M- Measurable
A- Achievable
R- Realistic
T -Timely/Time bound
and
C- Collaborative
L- Limited,
E- Emotional,
A- Acceptable,
R- Refined
• In this methodology, the project team works towards a goal that is specific and achievable within the
project deadline and budget. Team members should be passionate about achieving it, and it should
relate to the overall project objectives.
• The Project plan should also include milestones and deliverables so that everyone knows what needs to
be done, who handles what, and when milestones must be completed.
• The plan should also include a breakdown of tasks, a timeline, a communication plan, a risk mitigation
strategy, and a plan to deal with worst-case scenarios.
• If agile project management is employed, development resources are effectively used, and client needs
are met.
• Implementation of the project plan starts. The actual work gets done at this phase.
• Project managers establish workflows, assign tasks to team members, and ensure that everyone is on
track.
• They also keep stakeholders and teams in the loop as the project progresses.
Stage 4: Project Monitoring & Controlling
• This stage usually runs concurrently with execution stage, for in order to monitor a project, it has to be
running.
• The project manager works with their team to resolve any issues.
• This involves periodic reviews and updates of the plan to reflect changes in the scope of the project or
in the availability of resources.
• Progress is monitored against the plan and corrective action taken when necessary. For example, it may
be necessary to revise the timeline to accommodate for unexpected delays or changes.
• Project managers monitor progress against key performance indicators (KPIs) or critical success factors
(CSFs). For example, measurement of if project is on schedule and budget or if specific tasks are being
completed can be done.
Stage 5: Project Close
• Is the last phase of the project management lifecycle. The deliverables are handed over to the project
sponsor for approval.
• The project team disbands and any contractual hires for the project will be terminated.
• The project manager conducts a final review that documents the lessons learned from the project, as
well as any necessary data that can be useful in the future.
• Team members and stakeholders also discuss failures and successes during the presentation of the
report. This helps to improve performance and productivity across the organization
The whole process of Project Management (Project Life cycle) is divided into segments
(sometimes referred as Steps, Phases or Process Groups), these include:-
1. Planning (Conceptualization etc.),
2. Implementation,
3. Monitoring
4. Close-out
Monitoring envelops the other steps. It is considered as an additional Process or otherwise
considered part of each Step enlisted earlier. Each of these phases contains many separate
activities, each of which are specific to their relevant Step.
Project Planning
This is the very first step marking the beginning of the journey to deliver a concept Product,
Service or Result.
During the planning step a specific Result is conceptualized & further steps are taken to
elaborate the project need of the same as well as the necessary Scope of the result.
1. Identify the Core Problem
Identification of the actual problem for which there is need to develop a solution.
Normally, organizations involved with Projects come across some ideas from some internal
or external clients with a problem statement & are invited to bring their solutions for further
consideration.
2. Defining Project Objectives
Here sketching out what the results or deliverables will be looking like or what features the
outcomes must contain.
This is vital to identify the all expected features before moving on to the next steps of
planning & execution.
Failure to define the detailed objectives of the outcomes will result is diverting from the
actual expectations of the outcomes of the project.
3. Determine scope, resources, and major tasks/activities
To determine the Project scope is actually defining the project boundary, it is about building
a wall around the project.
Everything inside the boundary is necessary & supposed to be completed to deliver the
Outcomes of the project.
It is the only scope which is supposed to be completed & all of this scope is completed. To
plan in a proper manner & keep the Project in control, a number of tools & techniques are
utilized at this stage i.e. a Work Breakdown Structure (WBS)
These tools & techniques help to define Scope in a systematic manner & aid in the further
planning process.
4. Managing Constraints
Scope, Schedule, Cost, Resources, Risk & Quality are the project constraints.
The outcomes of the project actually result from mix-up of these constraints.
Variation in any of these constraints will reflect on the project outcomes. For instance, if in
the middle of the project the schedule is squeezed by the client or Management and now
there are two options either have a trade off with money & resources (pour more of Cost &
Resources to complete the project in new schedule) or deliver something which is not
meeting the expected/planned outcomes of the Project which for sure will not be acceptable
to any of the stakeholders.
Development:This is actually the build-up step of the project, here certain activities are performed
leading to further project implementation.
1. Resource Assemblance/Assemble Team
The team is brought together, Time estimates are converted into Schedule, and Cost
estimates are converted into budgets. The resources are gathered & and commitments are
made.
Assemblance of a team capable to handle the project end to end includes adding to a small
team helping to plan more experts to perform the real project planning and execution related
stuff.
A lot of subject matter experts (SME’s) are now required to get the technical aspects of the
project done.
2. Responsibility Assignment Planning
Here planning detail with a clear definition of roles & responsibilities, so that during the
Project Life Cycle things may move in a systematic fashion.
1) A task is a work item or activity with a specific purpose related to the larger goal.
2) Project deliverables refer to all the outputs associated with a project, whether tangible or intangible.
The term is more commonly used to refer to any outputs related to a project, regardless of whether they
are submitted at the end of the project.
P M Course Outline by B M S Kioko - Sept 2023 Page 14 of 18
Examples of deliverables include an initial project strategy report, the budget report, a progress report.
They serve to clarify the project's objectives and the activities required to get there.
Project deliverables are vital components in the project management process because they let the
project manager, clients, and other stakeholders know that the team is making progress.
3) Project objectives describe the desired outcome of a project, which is often a tangible object. It's
beneficial to create objectives for your project because creating a specific goal for you and your team
helps everyone know what they're supposed to be working toward. This can improve your team's
chances of success.
4) A project schedule indicates what needs to be done, which resources must be utilized, and when the
project is due. It's a timetable that outlines start and end dates and milestones that must be met for the
project to be completed on time. The steps and resources necessary to achieve the project.
5) Project planning is the process of defining a project’s scope, goals, and deliverables, as well as
identifying the resources and tasks
6) A project plan is one of the key formal documents created before starting any project. The document
usually consists of approved cost, schedule, and project scope. It guides the execution of a project from
initiation to project closure. The project plan also lays the foundation for all kinds of communication
among the stakeholders.
7) A work breakdown structure (WBS) comprehensively divides the project deliverables into
manageable sections. This hierarchical organizing of the team’s work helps everyone understand the
nature of work better and execute project goals effectively.
8) Critical Path Method (CPM) is an algorithm particularly used for scheduling project activities. It is
used to determine the step-by-step sequence of activities, which in turn determines the total time of the
project. These activities must be completed according to this set sequence to achieve the project goals.
9) Project Manager: The person responsible for handling every aspect of a project from the day it starts
till it closes is called a project manager. The responsibilities of a project manager typically entail
powerful planning, smart resource utilization, and managing the scope of the project.
10) Project Stakeholder: Any individual or organization that has a direct or indirect interest in a project is
known as a project stakeholder. They usually affect or are affected by the project decisions being taken
over the course of the project lifecycle. A stakeholder can be anyone from the project team, executives,
sponsors, customers, or the end-users.
11) Project portfolio management (PPM) involves collective management of a series of projects to
achieve organizational goals. It allows the teams to visualize the big picture of all projects and
maximize the return on investment.
12) Collaboration:The process of actively involving each team member in project activities is called
collaboration. The whole concept demands the development of an interconnected network through
which individuals exchange information and monitor the project performance.
13) Agile project management is an iterative and incremental approach to delivering projects. The
approach focuses on breaking down the project into small cycles, known as ‘iterations.’ These
iterations are then prioritized in terms of urgency or importance. There are multiple frameworks
associated with agile implementation, Scrum being one of the most popular ones.
14) Waterfall model is a traditional project management approach to the project lifecycle. The model
works in a similar pattern like a ‘waterfall’. The project development takes place systematically, from
one phase to another in a downward fashion. Each phase has to be completed before moving on to the
next phase and there is no overlapping of the phases, making it difficult to make any amendments.
15) Project budget is a formally approved document featuring a comprehensive list of financial resources,
including project expenses, required to complete a project.
16) A project timeline outlines the project events in order of their occurrence. It captures exactly what
needs to be done over the course of the project lifecycle and how it will be done.
17) Gantt charts are used for visualizing the project schedule in the form of a graph. The chart illustrates
what needs to be done at a particular time period during the project lifecycle. The key terms associated
with Gantt charts are:
18) A milestone is a specific point within a project's life cycle used to measure the progress toward the
ultimate goal. Milestones in project management are used as signal posts for a project's start or end
date, external reviews or input, budget checks, submission of a major deliverable, etc. A milestone