HP公司项目管理提案

HP

Restricted2022/6/1IntlnoA4

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1

Applying

FocusPM

forNon-Project

Managers

WORLD-WIDEPROJECT

MANAGEMENT

METHODOLOGY

FocusPMHP

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Today's

TopicsProject

Management

InitiativeHistory

of

DevelopmentContent

and

StrategyRequired

inputs

to

FocusPMKey

Business

PointsMethodology

OverviewBenefits

of

FocusPMWhy

choose

HP?"FocusPM:

It

will

change

the

way

we

do

business."

Jim

SherriffHP

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3nnnnnn

Current

State

The

size

and

complexity

of

solution

projects

have

been

consistently

growing

Different

result

while

delivered

by

different

PM

(

even

excellent)

Project

Managers

use

methodologies

inconsistentlyBest

practices

are

not

captured,

shared,

or

reusedThe

Project

Manager's

role,

responsibility

and

authority

are

not

clearly

defined

Client

dissatisfaction

and

low

profitability

are

issues

in

many

projectsHP

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4nnnnn

Future

State

Projects

are

a

major

contributor

to

our

profitability

Clients

perceive

our

Project

Management

as

one

of

HP's

competitive

advantages

The

Project

Manager

is

perceived

as

a

highly

desired

job

within

HP

with

clear

authority

and

responsibility

to

make

projects

a

successUsing

a

single

global

methodology

and

tools

contribute

to

successful

projects

Knowledge

capture

and

reuse

greatly

increase

the

effectiveness

of

our

Project

ManagersHP

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5HP

Restricted2022/6/1IntlnoA4

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6nClearly

define

role

and

authority

as

well

as

measures,

rewards,

and

scoping

of

Project

ManagersObjective

3:nRapidly

enhance

our

Project

Management

capabilitythrough

development

and

hiring

Project

Management

InitiativeObjective

1:nEnable

the

implementation

of

a

consistent

Project

Management

methodology

world-wideObjective

2:2022/6/1IntlnoA4

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7nnnnnn

Role

of

Project

ManagerResponsible

for

profitability

(scope

/

terms

&

conditions

/cost

/

schedule)

of

projectKey

role

in

selling

process

--

qualifying

project

andrecommending

GO

/

NO

GOAssesses

and

manages

risk

during

selling

and

delivery

processManages

project

team

during

the

projectManages

relationship

between

clients

and

HP

/partners

/

subcontractorsMajor

relationship

with

CBM,

CBL

&

Principal

Consultant

in

pre-salesnDrives

the

success

of

the

project

HP

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8nnnn

PM's

are

Empowered

to:Have

sole

accountability

for

profitability

of

projectsHave

a

major

responsibility

in

the

selling

processHave

authority

to

be

the

only

manager

of

project

deliveryHave

authority

to

be

the

major

interface

to

client

during

theprojectè

Does

NOT

mean

that

Project

Manager

is

the

most

importantperson

for

project

success

--

entire

HP

Team

is

important

forproject

successHP

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9

WORLD-WIDEPROJECT

MANAGEMENT

METHODOLOGY

FocusPMHP

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10n

History

of

DevelopmentProject

Managers

asked

for

a

more

professionalmethodology

for

planning

and

implementing

projectsnnBased

on

previous

principle

(

CPLC)

&

HP

best

practices

November

1996

initial

strategy,January

1998

FinalReviewnWW

Review

TeamHP

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11HHHH

Compared

to

Previous

MethodologyIs

consistent

with

the

Project

Management

Institute's

(PMI

&Prince2

standards)

Incorporates

HP

best

practices

Provides

rigor

and

detail

in

the

planning

phases

Includes

a

robust

toolkit

in

the

planning

and

implementationphasesHMeets

the

need

of

Project

Managers

to

manage

increasinglylarger

and

more

complex

projectsHP

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12HHH

Benefits

of

FocusPMImproved

HP

bottom

line

by

cutting

losses

on

projectsEnsures

consistent

world-wide

approach

to

client

projects

(will

be

used

by

HPC,

ISBU,

and

OSD)Developed

under

leadership

of

global

HPC/

ISBU

Steering

CommitteeH

Incorporates

WW

HPC/

ISBU

best

practices

and

industry

standard

Project

Management

methods

and

terminology

(PMI

and

Prince2)HCan

be

used

for

any

type

of

project

(Scaleable)H

Provides

a

full

set

of

forms,

tools

and

templatesH

Includes

a

rigorous

process

for

assessing

/

managing

riskHP

RestrictedComponents

of

FocusPMnnnDocumentation

–

Methodology

Guide

(Phases

/

Activities

/

Tasks)

–

Reference

Manual

(Processes

and

Techniques)

–

Toolkit

(Forms,

Templates

and

Examples)

–

Quick

Reference

Card

(Quick

Overview)Electronic

Tools

–

Guide,

Manual

and

all

Tools

on

the

Web

–

Continuous

Improvement

accessed

through

the

Web

–

Web

based

Knowledge

Sharing

(Project

Snapshots

and

Best

Practices)

–

Documentation

Management

System

(under

investigation)Training

and

Communication

–

'Applying

FocusPM'

for

Project

Managers

-

2

days

–

'Applying

FocusPM'

for

Non-Project

Managers

-

1/2

day

–

Internal

Presentations

for

HPC

and

Sales

–

External

slide

set

–

Sales

slide

set

–

Web

based

training

-

Qtr

3

(Virtual

University)

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14Key

StrategiesnnnnnnnConsistent

quality

criteria

and

measuresKnowledge

sharing

and

re-use

(Project

Snapshots)Sequence

of

activities

and

tasks(Bid

Plan,

Design,

Plan,

Propose,

Negotiate)PM

process

measurements

by

phase,

i.e.,

Quality

ReviewsQuality

reviews

-

process

and

content

(local

process)PM

Methodology

for

Project

ManagersScaleable:

Use

on

all

projectsHP

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15nn

Quality

in

FocusPMReview

Criteria

for

each

Tool

/

Output

Quality

reviews

in

each

FocusPM

Phase

and

ActivityHP

RestrictedVery

large,

complex

project

Small

project2022/6/1IntlnoA4

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16Medium-sized

projectFocusPM:

Scaleable

for

All

Projects

How?Methodology

Structure

of

FocusPM

PhaseActivity

TaskProcess

HP

RestrictedInput

Output*

(Tools)*

Don't

confuse

"Output"

with

Client

Deliverables

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173.0SELECTION4.0IMPLEMENTATION5.0WARRANTY6.0SUPPORTHP

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18FocusPM

Methodology

Overview

Management

Plan2.6

Develop

Additional

Preliminary

Project

Plans2.7

Develop

Project

Budget2.8

Resolve

Inconsistencies

in

Project

Plan2.9

Perform

Project

Plan

Quality

Review2.10

Prepare

and

Present

Client

Proposal2.11

Perform

Planning

and

Proposal

Quality

Review

Activities2.1

Prepare

Technical

Solution2.2

Develop

Project

Scope

Statement

and

WBS2.3

Develop

Project

Schedule2.4

Establish

Project

Resource

Requirements2.5

Develop

Project

Risk3.4

Perform

Selection

Quality

Review

Activities3.1

Reach

Agreement

on

Proposal3.2

Produce

Final

Proposal

and

Project

Baseline3.3

Complete

Contract

l

Change

Control

l

Configuration

Mgt.

l

Contract

and

Procurement

Mgt.4.3

Implement

SolutionlManage

to

the

Project

Plan

–

Project

Teams

–

Client

Expectations

–

Project

Deliverables

l

Perform

Client

Acceptance

l

Transfer

to

Warranty

and

Support4.4

Close

Project

Implementation4.5

Perform

Implementation

Quality

Review

Activities4.1

Start

Up

Project4.2

Conduct

Project

Control

l

Project

Plan

Execution

l

Schedule

Tracking

and

Control

l

Financial

Tracking

and

Control

l

Human

Resources

Mgt.

l

Communications

Mgt.

l

Quality

Control

l

Risk

Management

Activities5.1

Fulfil

Warranty

Commitments5.2

Perform

Warranty

Quality

Review

Activities6.1

Initiate

Post-Warranty

Support

Services6.2

Perform

Support

Quality

Review

Activities1.1

Appoint

Project

Manager1.2

Estimate

Bid

Effort

of

Engagement1.3

Perform

Quality

Review

of

Engagement1.4

Request

Authorisation

to

BidPHASE

1.0INITIATION

2.0PLANNING

AND

PROPOSALHP

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19Required

Inputs(From

Principal

Consultants,

Solution

Consultants)

Improved

Win

Ratio

andRepeatable

Business

FocusPMMethodology•

Local

Authorisation

Form•

Opportunity

Investigation

(AO,

SBC,

etc.)•

Request

for

Proposal

(RFP)•

Invitation

to

Quote

(ITQ)•

Signed

Risk

Opportunity

and

Analysis

Model

(ROAM)HP

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Following

FocusPM

is

mandatory

for

PM's

The

Project

Plan

content

is

used

in

the

proposal

Planning

components

(Design

and

Project

Plan)

can

be

deliverable

templates

in

a

consulting

project

HP's

service

methodologies

(from

FOI's)

are

included

in

thedevelopment

of

the

WBS

The

Project

Plan

is

the

basis

for

the

contract

and

becomes

theAddendum

to

the

contract

-

(Not

the

Proposal)

New

Roles

and

Responsibilities

for

PM's

and

others

Scalability

-

all

activities

and

tasks

required

Key

Business

Points"IT

WILL

CHANGE

THE

WAY

WE

DO

BUSINESS"

-

Jim

SherriffHP

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21nnIf

required

resources

are

not

available,

PM

escalates

the

issues

and

stops

the

project

-

Rescheduling

occurs

upon

start-up

Checkpoints

in

the

FocusPM

Bid

Plan

require

management

approval

before

proceeding

-

Bid

Plan

-

Presales

-

Project

Plan

-

Implementation

-

Proposal

-

Submission

-

Client

negotiated

proposal

changes

-

Scope

changesKey

Business

Points(Continued)HP

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The

Project

Manager

is

responsible

forleading

the

delivery

of

large

integrate

solution

and

for

key

steps

inthe

sale

of

solutionnnnnoverall

project

plan,

budget,

schedule,

staffing...

overall

risk

management

and

profitability

making

a

recommendation

to

management

(GO/NO

GO

decision)

effectively

applying

the

FocusPM

Methodology

to

solution

projectHP

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23nn

is

the

Business

Manager

for

the

projectn

is

accountable

for

the

agreed-upon

margin

for

the

projectn

manages

all

people

resources

on

the

projectn

is

accountable

to

Senior

Managern

must

have

all

change

control

requests

approved

by

HPManagement

and

Clientn

provides

performance

feedback

on

all

project

team

members

atmajor

milestones

and

project

close-out

aligned

with

HPConsulting

Couselee

Review

Process

During

the

Project,

the

Project

Manageris

the

single

point

of

contact

with

client3.0SELECTION4.0IMPLEMENTATION5.0WARRANTY6.0SUPPORTHP

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Page

24FocusPM

Methodology

Overview2.6

Develop

Additional

Preliminary

Project

Plans2.7

Develop

Project

Budget2.8

Resolve

Inconsistencies

in

Project

Plan2.9

Perform

Project

Plan

Quality

Review2.10

Prepare

and

Present

Client

Proposal2.11

Perform

Planning

and

Proposal

Quality

Review

Activities2.1

Prepare

Technical

Solution2.2

Develop

Project

Scope

Statement

and

WBS2.3

Develop

Project

Schedule2.4

Establish

Project

Resource

Requirements2.5

Develop

Project

Risk

Management

Plan

Activities3.1

Reach

Agreement

on

Proposal3.2

Produce

Final

Proposal

and

Project

Baseline3.3

Complete

Contract3.4

Perform

Selection

Quality

Review4.3

Implement

Solution

l

Manage

to

the

Project

Plan

–

Project

Teams

–

Client

Expectations

–

Project

Deliverables

l

Perform

Client

Acceptance

l

Transfer

to

Warranty

and

Support4.4

Close

Project

Implementation4.5

Perform

Implementation

Quality

Review

Activities4.1

Start

Up

Project4.2

Conduct

Project

Control

l

Project

Plan

Execution

l

Schedule

Tracking

and

Control

l

Financial

Tracking

and

Control

l

Human

Resources

Mgt.

l

Communications

Mgt.

l

Quality

Control

l

Risk

Management

l

Change

Control

l

Configuration

Mgt.

l

Contract

and

Procurement

Mgt.

Activities5.1

Fulfil

Warranty

Commitments5.2

Perform

Warranty

Quality

Review

Activities6.1

Initiate

Post-Warranty

Support

Services6.2

Perform

Support

Quality

Review

Activities1.1

Appoint

Project

Manager1.2

Estimate

Bid

Effort

of

Engagement1.3

Perform

Quality

Review

of

Engagement1.4

Request

Authorisation

to

BidPHASE1.0INITIATION2.0PLANNING

AND

PROPOSAL1.0INITIATION2.0PLANNINGANDPROPOSAL3.0SELECTION4.0IMPLEMENTATION5.0WARRANTY6.0SUPPORT2022/6/1IntlnoA4

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Key

Decision:

-

HP's

Response

to

ClientOutputProject

Manager

AppointmentClient

RequirementsProject

Mission

and

ObjectivesBid

PlanBid

Quality

ReviewLocal

Authorisation

Form

Activities1.1

Appoint

Project

Manager1.2

Estimate

Bid

Effort1.3

Perform

Quality

Review

of

Engagement1.4

Request

Authorisation

to

Bid1.0

Initiation

Phase

-

OverviewObjective:

Manage

HP's

opportunity

cost

HP

Restricted

Input

Local

Authorisation

Form

Opportunity

Investigation

Request

for

Proposal

(RFP)

Invitation

to

Quote

(ITQ)

Risk

and

Opportunity

Analysis

Model

(ROAM)Key

Decision:

-

HP's

Response

to

Client1.1AppointProjectManager1.2EstimateBIDEffort1.3PerformQualityReviewofEngagement1.4RequestAuthorisationtoBidHP

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Activity

1.1Appoint

Project

Manager

Task

Select

Project

Manager

Task

Establish

Project

File

Task

Review

Project

RequirementsLocal

Authorisation

FormOpportunity

InvestigationRequest

for

Proposal

(RFP)

or

Invitation

to

Quote

(ITQ)Risk

&

Opportunity

Analysis

Model

(ROAM)

HPC

FormProject

Manager

EngagementLetter

and

Project

CharterProject

FilePMT5200PMC1250Project

File

-

EstablishedClient

RequirementsPMC1250PMT1080PMT5200Project

Manager

EngagementLetter

and

Project

Charter

Engagement

OpportunityInputOutputPlanning

andProposal

Tools1.0

Initiation

PhaseHP

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Page

27Project

File

in

Initiation

Phase1.1AppointProjectManager1.2EstimateBIDEffort1.3PerformQualityReviewofEngagement1.4RequestAuthorisationtoBidHP

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Task

Complete

Project

Missionand

Objectives

Task

Develop

Bid

PlanClient

RequirementsPMF1080Client

RequirementsProject

Mission

and

ObjectivesPMF1080PMT1100Bid

PlanPMT1200Project

Mission

and

ObjectivesPMT1100

Engagement

OpportunityInputPlanning

andProposal

Tools1.0

Initiation

Phase

Output

Activity

1.2

Estimate

Bid

EffortHP

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1.1

AppointProject

Manager

1.2Estimate

BID

Effort

1.3

Perform

QualityReview

of

Engagement

1.4

RequestAuthorisation

to

BidEngagementOpportunityPlanning

andProposal

Activity

1.3

Perform

QualityReview

of

EngagementInputOutputTools

Task

Review

Project

Documentation

Task

Perform

Quality

Review

Project

File

Client

Requirements

Project

Mission

and

Objectives

Bid

PlanProject

FileProject

Mission

and

ObjectivesPMC1250PMF1080PMT1100PMT1200PMC1250PMT1100Bid

PlanPMT1200PMF6051

Documentation

ReviewQuality

Review

-

Minutes1.0

Initiation

Phase1.1AppointProjectManager1.2EstimateBIDEffort1.3PerformQualityReviewofEngagement1.4RequestAuthorizationtoBidHP

Restricted2022/6/1IntlnoA4

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Page

30EngagementOpportunityPlanning

andProposal

Activity

1.4Request

Authorization

to

Bid

Task

Establish

Bid

Team

Task

Present

Recommendation

for

Approval

Task

Update

Project

FilePMT1100PMT1200PMF6051PMC1250Project

Mission

and

ObjectivesBid

PlanQuality

Review

-

MinutesProject

FileLocal

AuthorisationPMT1200Bid

PlanLocal

AuthorisationInternal/External

Resources-

Bid

Team

PMF5100PMC1250

Local

AuthorisationProject

File

-

UpdatedInputOutputTools1.0

Initiation

PhaseHP

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Highlights

of

Initiation

PhaseProject

Mission

and

ObjectivennnnnnnProject

BackgroundProject

Objective

(Client)Critical

Success

FactorExclusionsKey

milestonesConstrainHP

ObjectivesHP

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32nSales

team

completes

Risk

and

Opportunity

Analysis

Model

(ROAM)

n

Stresses

value

of

formalized

risk

assessment

process

versus

gut

feeling

n

Stresses

control

and

profitabilityGood

decision:nnImproved

win/loss

ratio

No

bad

projects!

Highlights

of

Initiation

Phase

(Continued)Risk

Management

begins

in

the

Initiation

Phase

andcontinues

throughout

the

other

phases:HP

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33nnnnnnIs

assigned

early

in

the

process

Reviews

sales

information

on

client

and

project

Creates

Project

Mission

and

Objectives

Develops

Bid

Plan

Recommends

next

step

May

have

an

additional

project

review

with

clientHighlights

of

Initiation

Phase(Continued)

The

Project

Manager:HP

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34nnnnDevelops

sales

vision

Conducts

client

evaluation

Qualifies

the

Client:

-

Finds

assurances

that

client

can

afford

the

solution

-

Determines

whether

client

vision

is

compatible

with

HP

mission

Develops

initial

risk

analysis

(ROAM)

Highlights

of

Initiation

Phase(Continued)

As

input

to

Phase

1,

the

Sales

Team:HP

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Success

Story:

UK

HP

Consulting1

out

of

10

projects

progress

from

InitiationPhase

to

Planning

and

Proposal

Phase

3

out

of

4

projects

in

the

Planning

and

ProposalPhase

progress

to

the

Selection

Phase

4

out

of

5

projects

in

the

Selection

Phaseprogress

to

the

Implementation

PhaseKeyDecisionsHSelectionofProjectManager(1.1.1)HBidRecommendation(1.4.1)ReviewPointsHQualityReviewofEngagement(1.3)HP

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36Overview

of

Initiation

Phase1.0INITIATION2.0PLANNINGANDPROPOSAL3.0SELECTION4.0IMPLEMENTATION5.0WARRANTY6.0SUPPORTHP

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372.12.22.32.42.52.62.72.82.9

ActivitiesPrepare

Technical

SolutionDevelop

Project

Scope

Statement

and

WBSDevelop

Project

ScheduleEstablish

Project

Resource

RequirementsDevelop

Project

Risk

Management

PlanDevelop

Additional

Preliminary

Project

PlansDevelop

Project

BudgetResolve

Inconsistencies

in

Project

PlanPerform

Project

Plan

Quality

Review2.10

Prepare

and

Present2.11

Perform

Planning

and

Proposal

Quality

ReviewOutputSolution

DesignScope

of

WorkProject

Plan

(Including

Risk

Plan,

Support

Plan,

and

Warranty

Plan)Project

FileLocal

Pricing

WorksheetClient

ProposalLocal

Authorisation

FormProject

Plan/Proposal

Quality

Review2.0

Planning

and

Proposal

Phase

-

Overview

Input

Approved

Bid

Plan

Local

Authorisation

Form

Client

Information

Client

Requirements

Project

Information

Service

MethodologiesKey

Decisions:

-

Design

-

MOC

Inclusions-

Risk-

Scope-

Project

Plan-

ERP

Objective:

Design

solution,

develop

project

plan,

and

present

a

winning

proposal2.1PrepareTechnicalSolution2.2DevelopProjectScopeStatement+WBS2.3DevelopProjectSchedule2.4EstablishProjectResourceRequirements2.5DevelopProjectRiskManagementPlanHP

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Task

Review

Client

Requirements

Task

Evaluate

Management

of

ChangeClient

Requirements

-

Management

of

ChangePMF1080Project

Mission

and

ObjectivesBid

PlanPMT1100PMT1200Client

RequirementsProject

Mission

and

ObjectivesClient

RequirementsInternal/External

Resources

-

Third

PartyInternal/External

Resources

-

SubcontractorPMF1080PMT1100PMF1080PMF5100PMF5100Internal/External

Resources

-

Third

PartyPMF5100InitiationPhase

InputPlanning

andProposal(continued

Part

2)

Tools

Client

RequirementsPMF1080

Client

Requirements

Project

Mission

and

Objectives

Bid

Plan

Project

Mission

and

Objectives

Bid

PlanPMF1080PMT1100PMT1200PMT1100PMT1200

Task

Review

with

ClientTask

Select

Third-Party

Products

and

Services

Task

Select

Subcontractor

Task

Update

Project

Mission

and

Objectives

Task

Determine

Service

Methodologies

and

Knowledge

for

Reuse

Task

Design

Client

SolutionClient

Requirements

-

ReviewedPMF1080Client

Requirements

-

Solution

RequirementsClient

Requirements

-

Management

of

ChangePMF1080PMF1080

Internal/External

Resources

-

Subcontractor

Subcontractor

Qualification

Project

Mission

and

ObjectivesPMF5100PMT5600PMT1100Service

MethodologiesSolution

DesignPMF1300PMT1350Client

RequirementsInternal/External

Resources

-

Third

PartyInternal/External

Resources

-

SubcontractorProject

Mission

and

ObjectivesService

MethodologiesPMF1080PMF5100PMF5100PMT1100PMF13002.1

Prepare

Technical

Solution

Output

Activity

2.1

Prepare

Technical

SolutionHP

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2.2

Develop

Project

Scope

Statement

and

WBSConcise

definition

of

the

project

objectivesn

Overview

of

the

end

product,

service,

or

systemdeliverablesn

Detailed

description

of

the

size,

type,

quantity

and

otherpertinent

characteristics

of

deliverable

componentsn

Solution

Design

overviewn

Project

Milestonesn

Definition

of

HP

and

client

responsibilitiesn

Warranty

and

support

requirementsn

Project

exclusionsn

Description

of

scope

change

processHP

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Develop

WorkBreakdown

StructurenClearly

defined

in

terms

of

qualityn

Aligned

with

one

resource

or

resource

groupn

Estimated

and

tracked

cost

and

timeline2.3

Develop

Project

Schedule

Effort/DurationEffort

and

Duration

estimates

consistof

the

time

available

to

complete

thetask

and

the

resources

required

tocomplete

the

task

within

theavailable

time

frame.Task

DependenciesTask

dependencies

establish

the

relationship

between

tasks.They

can

include

SF-Start

to

Finish,

SS-Start

to

Start,

FF-Finish

to

Finish

and

FS-Finish

to

Start.

Lead

and

Lagrelationships

are

common

.

HP

Restricted

Milestones

Milestones

represent

significant

events

in

the

project

life

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2.4

Establish

Project

Resource

Requirement

The

resource

plan

contains

:n

Resource

Summaryn

Organizational

S