Project Management Institute Washington DC Chapter, Inc.

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1 Project Management Institute Washington DC Chapter, Inc. Fair Lakes Presentation Are You a Qualified PM? October 6, 2009 Presented by Tom C. Bishop, PMP 1

2 disclaimer Registered PMIWDC.org Rating proposed is original thought and Copyright 2009, other material copied from public web sites with reference 2009 Project Management Institute, Inc. PMI.org Presented by Tom C. Bishop, PMP 2

3 Are you a qualified PM? Federal agencies require a qualified PM for their projects. These are vastly important jobs and often extremely satisfying to those PMs skilled enough to be selected.

4 So, are you a qualified PM? Yes No Maybe

5 Does the government have a standard list of skills for a qualified PM? Yes No Maybe Unfortunately, the definitions still vary by y, y y agency for the term qualified PM.

6 Office of Personnel Management Interpretive Guidance for Project Manager Positions was published by the Office of Personnel Management in August This guidance defines three areas of knowledge for the aspiring PM General knowledge Project knowledge Technical lknowledge

7 Federal Acquisition Institute Under Acquisition Career Managers you can find the Program and Project Management Competencies page. This guidance defines two areas of competence and three levels of certification General Business Competencies Technical Competencies Certification Levels

8 Federal CIO Council In 2004, the CIO Council's Workforce and Human Capital for Information Technology (IT) Committee released the Federal IT Project Manager (PM) Guidance Matrix. ( Search Guidance matrix The Matrix levels of complexity for IT projects/systems competencies and experience PM education and training sources a tool for IT Project Manager credentials

9 Office of Management and Budget This site issues circulars from the White House. For example, on the OMB site a search for M yields the CIO Council's Workforce and Human Capital for Information Technology (IT) Committee. They released the Federal IT Project Manager (PM) Guidance Matrix. Had enough? Nobody said this would be easy to understand. How about a self-evaluation tool that is quick, easy, and may be helpful prior to a screening interview?

10 Self evaluation for the PM Similar to survey software, we introduce a spreadsheet as an easy tool for a PM candidate to use. The objective is for a PM candidate to fill out the tool before an interview. Using a defined rating scale the candidate may anticipate the interviewer asking questions about experience and where training was received - a good guide for dialog. ( The spreadsheet maintains a summary score for each category. A category rating of 20 points or higher is recommended for a Level 1 project manager.

11 Rating categories The General and the Project Management categories are typical of all Federal requirements. Our Technical category comes from Information Technology (IT) requirements. These are representative ti of fthe level lof specific technical knowledge and will vary by industry. There are three worksheets. Each worksheet has questions on abilities/competencies 1. General knowledge and skills 2. Project Management knowledge and skills 3. Technical lknowledge and skills

12 A rating scale for your use From descriptions published by OPM, OMB, FAI and other federal agencies we propose an objective weighting for the appropriate skills. The rating scale for each criteria i is simple. The objective is to help the individual PM identify areas that need improvement. Rating scale 0 = no training and no experience 1 = training with no experience 2 = experience and knowledge with no training 3 = both thtrained and experienced

13 General knowledge skills and abilities/competencies Customer Service Decision Making Flexibility Leadership Oral Communication Organizational Awareness Problem Solving Reasoning Team Building Writing

14 Project Management knowledge skills and abilities/competencies Business Process Reengineering Capital Planning and Investment Assessment Contracting, Procurement Cost-Benefit Analysis Financial Management Planning and Evaluating Project Management Quality Assurance Requirements Analysis Risk Management

15 Technical knowledge (example) skills and abilities/competencies Configuration Management Data Management Information Management Information Resources Strategy and Planning Information Systems, Network Security Information Technology Architecture Information Technology Performance Assessment Infrastructure Design Systems Integration Systems Life Cycle Technology Awareness

16 The Beginning? Your feedback on the content and ease of use can drive the next revision and/or change the direction of this self evaluation guide. Obviously there is potential for a lot of change with a new administration and keeping current requires repeated reviews of fthe latest t OMB circulars and DoD orders. If you wish to contribute content or direct us to newer or more appropriate research areas that would be most appreciated. Questions

17 Customer Service Works with clients and customers... (that is, any individuals who use or receive the services or products that your work unit produces, including the general public, individuals id who work kin the agency, other agencies, or organizations outside the Government)...to assess their needs, provide information or assistance, resolve their problems, or satisfy their expectations; knows about available products and services; is committed to providing quality products and services.

18 Decision Making Makes sound, well-informed, and objective decisions; perceives the impact and implications of decisions; commits to action, even in uncertain situations, to accomplish organizational goals; causes change.

19 Flexibility Is open to change and new information; adapts behavior or work methods in response to new information, changing conditions, or unexpected obstacles; effectively deals with ambiguity. Interpersonal Skills - Shows understanding, di friendliness, courtesy, tact, empathy, concern, and politeness to others; develops and maintains effective relationships with others; may include effectively dealing with individuals who are difficult, hostile, or distressed; relates well to people from varied backgrounds and different situations; is sensitive to cultural diversity, race, gender, disabilities, and other individual differences.

20 Leadership Influences, motivates, and challenges others; adapts leadership styles to a variety of situations. Legal, Government and djurisprudence - Knowledge of laws, legal codes, court procedures, precedents, legal practices and documents, Government regulations, Executive orders, agency rules, Government organization and functions, and the democratic political process.

21 Oral Communication Expresses information (for example, ideas or facts) to individuals or groups effectively, taking into account the audience and nature of the information (for example, technical, sensitive, controversial); makes clear and convincing oral presentations; listens to others, attends to nonverbal cues, and responds appropriately.

22 Organizational Awareness Knows the organization's mission and functions, and how its social, political, and technological systems work and operates effectively within them; this includes the programs, policies, procedures, rules, and regulations of the organization.

23 Problem Solving Identifies problems; determines accuracy and relevance of information; uses sound judgment to generate and evaluate alternatives, and to make recommendations.

24 Reasoning Identifies rules, principles, or relationships that explain facts, data, or other information; analyzes information and makes correct inferences or draws accurate conclusions.

25 Team Building Inspires, motivates, and guides others toward goal accomplishments. Consistently develops and sustains s cooperative working relationships. Encourages and facilitates cooperation within the organization and with customer groups; fosters commitment, team spirit, pride, trust. Develops leadership in others through coaching, mentoring, rewarding and guiding employees.

26 Writing Recognizes or uses correct English grammar, punctuation, and spelling; communicates information (for example, facts, ideas, or messages) in a succinct and organized manner; produces written information, which may include technical material, that t is appropriate for the intended audience.

27 Business Process Reengineering Knowledge of methods, metrics, tools, and techniques of Business Process Reengineering.

28 Capital Planning and Investment Assessment Knowledge of the principles and methods of capital investment analysis or business case analysis, including return on investment analysis.

29 Contracting/Procurement Knowledge of various types of contracts, techniques for contracting or procurement, and contract negotiation and administration.

30 Cost-Benefit Analysis Knowledge of the principles and methods of cost-benefit analysis, including the time value of money, present value concepts, and quantifying tangible and intangible benefits.

31 Financial Management Prepares, justifies, and/or administers the budget for program areas; plans, administers, and monitors expenditures to ensure cost-effective support of programs and policies; assesses financial condition of an organization.

32 Planning and Evaluating Organizes work, sets priorities, and determines resource requirements; determines short- or long-term goals and strategies to achieve them; coordinates with other organizations or parts of the organization to accomplish goals; monitors progress and evaluates outcomes.

33 Project Management Knowledge of the principles, methods, or tools for developing, scheduling, coordinating, and managing projects and resources, including monitoring and inspecting costs, work, and contractor t performance.

34 Quality Assurance Knowledge of the principles, methods, and tools of quality assurance and quality control used to ensure a product fulfills functional requirements and standards.

35 Requirements Analysis Knowledge of the principles and methods to identify, analyze, specify, design, and manage functional and infrastructure requirements; includes translating functional requirements into technical requirements used for logical design or presenting alternative technologies or approaches.

36 Risk Management Knowledge of methods and tools used for risk assessment and mitigation of risk.

37 Configuration Management Knowledge of the principles and methods for planning or managing the implementation, update, or integration of information systems components.

38 Data Management Knowledge of the principles, procedures, and tools of data management, such as modeling techniques, data backup, data recovery, data dictionaries, data warehousing, data mining, data disposal, and data standardization processes.

39 Information Management Identifies a need for and knows where or how to gather information; organizes and maintains information or information management systems.

40 Information Resources Strategy and Planning Knowledge of the principles, methods, and techniques of information technology (IT) assessment, planning, management, monitoring, and evaluation, such as IT baseline assessment, interagency functional analysis, contingency planning, and disaster recovery.

41 Information Systems Network Security Knowledge of methods, tools, and procedures, including development of information security plans, to prevent information systems vulnerabilities, and provide or restore security of finformation systems and network services.

42 Information Technology Architecture Knowledge of architectural methodologies used in the design and development of information systems, including the physical structure of a system's internal operations and interactions with other systems.

43 Information Technology Performance Assessment Knowledge of the principles, methods, and tools (for example, surveys, system performance measures) to assess the effectiveness and practicality of information technology systems.

44 Infrastructure Design Knowledge of the architecture and typology of software, hardware, and networks, including LANS, WANS, and telecommunications systems, their components and associated protocols and standards, and how they operate and integrate with one another and with associated controlling software.

45 Systems Integration Knowledge of the principles, methods, and procedures for installing, integrating, g, and optimizing information systems components.

46 Systems Life Cycle Knowledge of systems life cycle management concepts used to plan, develop, implement, operate, and maintain information systems.

47 Technology Awareness Knowledge of developments and new applications of information technology (hardware, software, telecommunications), i emerging technologies and their applications to business processes, and applications and implementation of information systems to meet organizational requirements.

48 Questions? 48

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