Heather Lisenbee, CMRP, PMP Marc Sager, CMRP, PMP

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1 Heather Lisenbee, CMRP, PMP Marc Sager, CMRP, PMP

2 What is project management? What are the basic elements of a project? How does project management relate to materials management? What is the certification process and value?

3 Project Management is the discipline of planning, organizing, securing, and managing resources to achieve specific goals. A project is a temporary endeavor with a defined beginning and end.

4 PMI Recognized standard for project management PMBOK World s leading association for the project mgmt profession Not-for-profit organization More than half a million members and credential holders Members in over 85 countries

5 Access to knowledge, networks, and resources Recognition as a serious professional Illustrates dedicated to personal development Discounts on certification exams and renewals

6 Individual: $129 initial and $119 renewal Open to anyone interested in project management Student: $40 initial and $$30 renewal Enrolled in a degree-granting college or university Retiree: $60 initial with no renewal fee Retired from active employment and PM in good standing for 5 consecutive years

7 Total Members: 370,744 Total active PMP credential holders: 469,051 Total active CAPM credential holders: 16,159

8 Local chapter meets last Wednesday of each month Individual: $20 Open to anyone interested in project management Student: $2 Enrolled in a degree-granting college or university

9 Project Management Professional (PMP) Certified Associate in Project Management (CAPM) Program Management Professional (PgMP) PMI Scheduling Professional (PMI-SP) PMI Risk Management Professional (PMI-RMP) PMI Agile Certified Practitioner (PMI-ACP) SM

10 PMP Certification Most important industry-recognized certification for project managers. Globally recognized Increases marketability to employers Demonstrates that you have the experience, education, and competency to lead and direct projects.

11 Who should apply? Experienced Project Mangers

12 PMP Requirements Four-year degree (bachelor s or global equivalent) Three+ years of project management experience 4,500 hours leading and directing projects 35 hours of project management education -OR- Secondary diploma (high school or equivalent) Five + years of project management experience 7,500 hours leading and directing projects 35 hours of project management education

13 Who should apply? Less experienced Project Mangers Students New to Project Management Changing Careers

14 CAPM Requirements A secondary diploma (high school or equivalent) 1,500 + hours experience -OR- 23 hours of project management education

15 Review the Credential Handbook. Review the Examination Content Outline Familiarize yourself with sample questions Read current titles in project management (PMI ereads & Reference) Enroll in a formal study course

16 PM Mentors: Michael Airaudi, PMP/CAPM 4-Day Boot Camp On-site or Off-Site Austin-location $500 - $999 based on number of participants Alamo Chapter, 5-day Prep Course Off-Site Members: $ Non-members: $

17 Self-study books or websites Form a study group Review the PMBOK Guide and Standards- Fourth Edition

18

19 PMP Earn 60 PDUs per 3-year cycle CAPM No need to earn PDUs Re-test before the end of the 5-year cycle

20 Install Automated Supply Cabinets (Pyxis) in Emergency Department

21 Project: a temporary endeavor done for a purpose that creates a unique product, service or result Our project is to go from open bin supply room to Pyxis machines in the Emergency Department Does this meet the definition of a Project?

22 Initiate Planning Execution Monitoring Closing

23 Who is the project sponsor CFO? COO? BOD? Develop a project charter Develop a Preliminary Scope Statement

24 Develop a project charter Initiated by sponsor Gives Project Manager authority to apply resources Should be issued by management not Mat Mgr Develop a Preliminary Scope Statement

25 Develop a project charter Initiated by sponsor Gives Project Manager authority to apply resources Should be issued by management not Mat Mgr Develop a Preliminary Scope Statement High level description of what you are going to do High level requirements/acceptance criteria Project constraints Schedule milestones

26 Charter: CFO says he wants ED outfitted with Pyxis machines for all supplies above $5 in value..

27 She wants this completed by 30 June with no interruption in ED operations. You are authorized to develop the optimal mix of models/options but cannot spend over $250K Milestones: Needs assessment by 31 Jan; vendor demonstrations by 28 Feb; selection/po by 31 March; receipt install by 15 May; test/train 15 June; final acceptance by 30 June

28 Project Management Plan A formal, approved document that defines how the project is executed, monitored, controlled, and closed. The blueprint for the project Provides baseline for project measurement Cost Budgeting Key document is the Work Breakdown Structure (WBS) The who does what/when just the work If it isn t in the WBS, it is out of scope Risk Management plan what about power failure, machines don t arrive on time..what is the likelihood and what would the impact be

29 What rooms will be used? Will there be modifications to the rooms? Is there enough power? Is it the right power? Who will be authorized to access the machines? What items will be placed in the machines? Will you need special compartments/attachments (refrigerator doors for cold chain management)

30 Room 123 is current supply room Where will supplies be stored during renovation/installation? Where do the machines need to be located? Is there power in those areas? Are there data lines in that area? Receiving team/ install team/ Nursing team/ refill schedule Microsoft Project/Primavera Planning

31 Process performed to complete the work defined in the project management plan Getting your teams together Complete the work packages Take preventive and corrective action Keep teams informed on progress

32 Material Management Team Advertise for the machines Purchase/Receive/Install machines Stock machines Facilities Team Clear room Install additional plugs Remove current cabinets Nursing Team Train staff on use Develop critical item list

33 Observe project execution, Schedule control Compare planned vs actual Recommend corrective action, Lessons learned Control execution of the project Update modify plans Cost control..bac/etc/eac/vac Managing Stakeholders

34 Expected receipt date of equipment Was it shipped on time? Is the electrical work done? CFO now wants 2 more areas done CEO has brother in law who sells Omnicell How much have we spent so far? Will we have enough to finish?

35 Product verification Formal Acceptance Lessons Learned Turn over of documents Paying all those invoices

36 What could we have done better? Double check door widths Double check plug configuration What companies came through for you? Ribbon Cutting for new Pyxis Always celebrate!! Mail in that warrant card File/archive all documents

37

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