Business Office

TASKMASTER (Universal Project Management)       PMBP_TAS

TaskMaster is our “universal” tool that blends different aspects of UPBEAT, PRISM, and SPRITE, to provide a basic project management capability. PMBoK™ highlights the universal nature of the project approach, and how mastering that approach can be a useful skills-set in just about any field of endeavor. This is a challenge, because PMBoK™ is not designed to guide a novice project manager step-by-step through the process. TaskMaster is a unique methodology with Excel™-VBA software tools used to simplify project management so that we can focus on the fundamentals of delivering the results desired by the client organization.

TaskMaster is the core of several other tools we use to manage large projects and has that kind of capability that is ideal for single projects in a smaller organization or business unit adhering to the fundamentals of what a project management support tool is supposed to deliver. What makes the approach unique is the use of “what if” scenarios to simulate alternative project scope definitions.

One of the most frustrating parts of project management is the evaluation of alternative scope that has a ripple-effect on schedules and budgets. TaskMaster has the unique capability of incorporating subset schedules that can be invoked conditionally, and because the budgeting process is coupled to schedule processing any options will immediately cascade through the plans and budgets to deliver instant views of alternate plans, even of change requests that are pending approval. Basic Excel functionality enables you to present alternatives to the sponsor and stakeholders for informed decisions on how to proceed. Based on this foundation we can address some unique additional requirements in project management.

In addition to conventional scheduling it supports detailed deployment planning with flexible time schedules, and it is a keystone in a DRAPE disaster recovery,

TaskMaster ICPM

This extension is a unique adaptation of TaskMaster for construction projects, a detailed review of construction management and how to use these tools to manage different types of construction. We show evolving from a traditional design-build model to an integrated construction delivery model as a project management paradigm. We teach construction management processes that ensure optimization and efficiency with detailed planning techniques built on a solid foundation of PMBoK™ best practices. We explore optimizing the use of labor and materials tied to LEED™ standards, planning the use of equipment, calculating production rates, queues, and resource bottlenecks, and the impact on detailed estimating and budgeting. We show unique aspects of economic evaluation of constructed facilities, financing, and forms of ownership. We show advanced scheduling and simulation techniques to build on the earlier knowledge of TaskMaster.

TaskMaster DRAPE

This extension is a unique adaptation of TaskMaster focused on managing many business interruptions and disaster recovery scenarios, by planning remediation activities to deal with containing disaster impact and to initiate and execute appropriate recovery activities. More than just focusing on project risk, DRAPE focuses on operational risks of deploying applications, as well as the assessment of what needs to be done in the event of a disaster to restore the functionality to an operational (backup) state. Any change in process needs an assessment of business interruption exposure to identify response processes to restore operations in the correct order based on prerequisites, which is like scheduling as it obtains input on what components are operational or when components will be restored and/or switched to backup operations facilities, to build on the earlier knowledge of TaskMaster.

TaskMaster is based on the PMBoK™ and PRINCE2™ standards, with the ability to manage the full scope of work from concept to deployment. It uses a “gated approach” that is often misunderstood to mean that all activity must be in lockstep – which is not the intent: it ensures that the standards have been met by setting audit criteria for deliverables. This product is intended to get into the details, bridging from the overarching level of control down to the detailed activities but following the same methodology we advocated in other courses. It embeds the requirement references to ensure that the implementation work activities relate to an agreed upon scope of work, and that at the end of the project there are no more outstanding requirements left unsatisfied (other than what was removed with change requests).

The process is engaged at the proposal stage and manages the total scope of work through commissioning (or deployment). This establishes the critical success factors for the work effort: this also enables proposals to compete for resources – more potential will be identified than will be implemented if the company is innovative in continuous improvement. This approach ensures all concepts are thoroughly reviewed even if they are not all implemented. Note that selecting projects is not a decision the project manager makes – their role is simply to prepare the case.

If the project passes the selection hurdle the scope must be refined by assessing the business requirements. This is arguably the most critical stage of any project, yet many methodologies “kinda assume” that this is done by the time a “formal” project is chartered. We believe in formal project definition in a controlled environment (based on PRINCE2) that is often challenged by stakeholders that do not see immediate benefits from detailed information gathering.

In the right methodology you can evolve the project plan with getting requirements defined: TaskMaster will help you put costs and benefits into perspective as you progress. As the details emerge the work might be terminated if the opportunity turns out to be poor, but at least there are not many resources tied-up at this stage. The project manager is the facilitator and “devil’s advocate” to make sure that when the project is eventually chartered they will have a viable proposition in hand: this is a good motivator for getting them involved early in the project.

Requirements are first itemized from a business perspective, often as a result of work streamlining, while taking clients and channels into account. We also look at products and features for marketability and the Unique Selling Proposition while remaining true to the scope and goals of the original proposal (there is always change due to clarification in the requirements elicitation). As a result of this work we will end up with a much better statement of work and detailed estimates of the costs even before we establish a baseline implementation schedule. At this point a project is added to the active portfolio if it passes the selection hurdle.~~~

Based on project potential we may get approved to draft a charter that outlines the terms of reference for undertaking the work. The first step is to establish a detailed implementation plan. TaskMaster lets you drill down within work packages to establish the execution tasks as well as to estimate the required resources and materials, or procurement of COTS products, subcontracts, and other details that transform WHAT we want from the project into HOW we can deliver those results. Based on current rates, the actual costs may have escalated from the original plan (depending on how long the proposal has been in the portfolio). There is a “kill point” after the detailed planning where the project can still get scrapped before any contractual obligations are entered into. All costs up to this point are “sunk costs” that are kept to a minimum.

The detailed schedule should cover all aspects of the PMI™ PMBoK™ process groups, except that the requirements elicitation is confirmation of implementation details. Project initiation and planning will flesh out the details of the plan, including the risk mitigation provisions. What we recommend is adherence to a standard development life cycle that has an inherent heuristic capacity for building on previous experience. This includes confirming the plans of sub-contractors: you may think that is their problem until it has a ripple-effect on your work in progress, even if the outsourcer is ultimately responsible for delivering on the contract: never tell the vendor how to do their job and make it your responsibility.

Apart from the details carried in TaskMaster there is no difference in how we manage the execution of work in progress. We have suggestions on how to structure the work and to incorporate quality assurance while you work, and you can selectively employ Agile sub-projects, or SCRUM for team management, with no change in the overarching governance if you bundle backlog into defined work packages. As PMBoK™ suggests, it is important to adapt methodology to the project and not to make the project fit a preconceived methodology.

One more work effort that follows a project closeout is deployment: although it seems tied to the project itself, the nature of deployment (or commissioning, etc.) in large initiatives is a project in its own right. What you need to do is closeout all execution related work activities and open the work packages related to deployment. Like the pre-project work, the post-project deployment is part of the cost picture for the work effort.

Of course there is a final stage of “benefits realization” that can take years to complete. This is normally managed at the PMO level to ensure the project prioritization and selection is done properly rather than at a project level.

Learning Formats       PMBP_TAS

This course is currently available in a classroom setting (public or company private) with approximately 30 contact hours (5 days).

PDF – Certificate Of Completion

Each course offers a certificate of completion that identifies the course, the student, and a brief description of the course. To receive a certificate the student must have attended at least 80% of the course sessions. This personalized certificate is forwarded to the student by Email.

PDF – Course Notebook

Each course includes a notebook in PDF format that provides the minimum knowledge the student must master in order to obtain the certificate. In the notebook you will find references to other study materials. Students receive the notebook by Email when their registration is confirmed.

PDF – Program Overview

An overview of this study program can be downloaded from the website by right-clicking on the program link on the enquiry page.

PDF – Current Training Schedule

A list of upcoming training sessions can be downloaded from the website by right-clicking on the schedule link on the enquiry page.

Registration – Service Providers

To register for any training course please look on the enquiry link page of your service provider (from where you accessed this website). On the page you will find a registration request form where you can order the course that you are interested in. The availability dates will be provided to you, along with payment instructions if you decide to go ahead.