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Strength. Performance. Passion.

Principles of Project Management Approach (PMA)


Knowledge Management

2013 Holcim Technology Ltd

Course Deliverables
Objective

To bring potential PMA users to a level where they understand the


PMA concept and are able to apply it to their projects

Product

A 2-day seminar where through active learning, participants


experience the challenges and solutions that PMA brings

Knowledge Management

2014 Holcim Technology Ltd

Course Contents
Day 1:
Introduction to Why, What and How of PMA
Definition of the project Building a RMX plant model (Phase I)
Planning of the project (Phase II)

Day 2:

Realization of the project (Phase III)


Completion of the project (Phase IV)
Evaluation and transfer of knowledge of the project (Phase V)
Wrap up, How to get started,
AAR

Knowledge Management

2014 Holcim Technology Ltd

Agenda Day 1
Plenary
8:30 - 8:45

Introduction to Why, What and How of PMA

Group work
08:45 - 10:30

Defining of the project Building a RMX plant model (Phase I)

10:30 - 10:45

Coffee Break

10:45 - 12:45

Continuation of Phase I

12:45 - 13:45

Lunch

13:45 - 15:15

Finish of Phase I

15:15 - 15:30

Coffee break

15:30 - 18:00

Applying Phase II

PMA Users Course, Innovation - KM

2014 Holcim Technology Ltd

Agenda Day 2
Group work
08:00 - 08:30

Introduction to Phase III

08:30 - 12:30

Realization of the project

10:00 - 10:30

Review meeting (coffee break included)

11:15 - 11:30

Review meeting with client (presenting status report)

12:30 - 13:30

Lunch

13:30 - 14:30

Phase IV

14:30 - 16:00

Phase V

Plenary
16:00 - 16:30

How to get started, After Action Review of the course


and celebration

Knowledge Management

2014 Holcim Technology Ltd

First things first


What is a project and what are its characteristics?

Complex and numerous activities


Unique
a one-time set of events
Finite
limited resources and budget

Many people involved, usually across several functional areas of the


organization
Sequenced activities
Goal-oriented
End product or service must result

What is project management?


It is the application of knowledge, skills, tools and techniques to project
activities to meet defined objectives

Knowledge Management

2014 Holcim Technology Ltd

Strength. Performance. Passion.

Introduction to the
Project Management Approach (PMA)

Knowledge Management

2014 Holcim Technology Ltd

Content
Why Holcim Project Management Approach?
What is the approach all about?
How is the approach implemented?

Knowledge Management

2014 Holcim Technology Ltd

Content
Why Holcim Project Management Approach?
What is the approach all about?
How is the approach implemented?

Knowledge Management

2014 Holcim Technology Ltd

Projects have become increasingly complex


The Group is confronted with

Challenges
Increasing amount of projects per plant
Increasing number of large global projects (Leadership Journey, EBM,
Together, Faster)
Projects becoming more interdisciplinary
(involving sales, production, HR, procurement, logistics, finance)
Need to respond faster to competitive pressure
Need to get things done right the first time
Fewer resources (personnel, tighter budgets, time) to execute projects
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There is an increasing improvement potential within projects


Group-wide
Various projects have problems when delivering the agreed product or service
(deliverables)
on time
... within the budget, and
according to specifications

Time

Cost

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Deliverables

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There is a need of establishing a common language in projects


within the Group
Holcim is standardizing certain key processes in order to:
Speak the same language
Share knowledge and lessons learned
Speed up processes
Avoid the development of multiple
approaches

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Content
Why Holcim Project Management Approach?
What is the approach all about?
How is the approach implemented?

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PMA: Holcims methodology to manage projects


The PMA defines the generic methodology to be applied on
projects managed by Holcim employees.
The life cycle of a project goes through 5 phases and 25 steps
Phase I

Phase II

Project
Definition

Project
Planning

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Phase III

Phase IV

Phase V

Project
Realization

Project
Completion

Project
Evaluation
& Transfer

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Procedures, templates and review questions support each


of the five phases
Phase I
Project
Definition

Phase II
Project
Planning

Phase III
Project
Realization

Phase IV
Project
Completion

Phase I - Steps:
1. Assessment of initial situation
2. Stakeholder analysis
3. Search for lessons learned
4. Definition of product or service
5. Milestone schedule
6. Outline project organization
7. Estimation of project costs
8. Risk identification and countermeasures
9. Agreement with the client
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Phase V
Project
Evaluation &
Transfer

Phase V - Steps:
1. After action review
2. Learning summary
3. Knowledge transfer

Template
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Each step is supported by


Phase II
Phase I
Project
Definition

Project
Planning

Phase III

Phase IV

Project
Realization

Project
Completion

Phase I
Step 1: Assessment of the initial situation
Procedure for use
1. Organize a meeting with client to start project
definition
2. Find out root causes of the Clients decision to start
the project
3. Together with the Client define the Project
Objectives
4. Articulate what mission is assigned to the project
team
5. Capture, review and agree with the client on
outcome and write in template

Phase V
Project
Evaluation
& Transfer

Review questions
Is the client involved
when the root causes
of the project are
articulated?
Are the root causes
identified and checked
through analysis of
facts?
Is the project mission
clearly related to the
objectives on improving
the clients business?

Procedures, templates and review questions


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The approach provides a common structure explicitly integrating


knowledge exchange
Phase I

Phase II

Phase III

Phase IV

Project
Definition

Project
Planning

Project
Realization

Project
Completion

Phase I

Phase II

Phase III

Phase IV

Project
Definition

Project
Planning

Project
Realization

Project
Completion

Phase I

Phase II

Phase III

Phase IV

Project
Definition

Project
Planning

Project
Realization

Project
Completion

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Phase V
Project
Evaluation
& Transfer

Phase V
Project
Evaluation
& Transfer
Phase V
Project
Evaluation
& Transfer

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The Project Management Approach holds a vision

To get people
to work
systematically

Knowledge Management

To use
available
knowledge
repeatedly

To improve
with every
project

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Pros of Using PMA


All relevant stakeholders are explicitly involved
Project deliverables are precisely defined and accepted by the client
Relevant risks/opportunities and countermeasures are considered
Project progress is reviewed regularly to ensure that schedule, budget
and deliverables meet the objectives
The approach focuses on teamwork and cross-functional communication
Project communication becomes easier throughout the Holcim Group
Transfer of lessons learned from one project to others

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Content
Why Holcim Project Management Approach?
What is the approach all about?
How is the approach implemented?

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Training on PMA at HTS


PMA Users course

Formal courses

Train the Trainer (for Local Trainers)


Project Manager Seminar

On the job training (with a Local Trainer, during the life of a project)
Phase I

Phase II

Project
Definition

Project
Planning

Definition and planning


Workshop

Duration: 2 days,
When: beginning
of the project

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Phase III
Project
Realization

Realization
Workshop

Duration: 1/2 day,


When: One month
after beginning of
the project

Phase IV
Project
Completion

Phase V
Project
Evaluation
& Transfer

Completion and evaluation


Workshop

Duration: 1/2 day,


When: Before the
end of the project

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The Project Management Approach in a nutshell

Why?

Need to work
systematically, using
available knowledge
repeatedly to improve with
every project

What?

A common language,
structure and templates,
integrating knowledge
exchange

How?

By action learning, client


involvement and local
multiplication

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Strength. Performance. Passion.

PMA Users Course


Lets zoom in.

Knowledge Management

2014 Holcim Technology Ltd

Phase I - Project definition


Phase II
Phase I
Project
Definition

Project
Planning

Phase III

Phase IV

Project
Realization

Project
Completion

Phase V
Project
Evaluation
& Transfer

To do:
1. Assessment of initial situation
2. Stakeholder analysis
3. Search for lessons learned

:
:
:

Clear understanding of Clients problem & objectives


Explicit consideration of stakeholders interests
Incorporation of similar experiences throughout the
Group

4.
5.
6.
7.

:
:
:

Description of what will be delivered

First calculation of overall costs & benefits

:
:

Identify threats/opportunities & define actions


Getting a formal project approval

Definition of product or service


Milestone schedule
Outline project organization
Estimation of project costs &
benefits
8. Risk identification &
countermeasures
9. Agreement with the client

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Identification of intermediate results


Definition of the main roles & responsibilities

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Step 1.1 - Assessment of initial situation


Do we really understand what the Client wants, or do we only
assume what he/she wants?
Define in detail together with your client:

What are the root causes to start the project

What are the business objectives of the project


(SMART)

What is the project mission


(assignment of the team)

Ask questions to ensure common understanding!


Template

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Step 1.2 - Stakeholder analysis (1)


Consider internal and external persons/organizations who have a personal or
business interest (positive or negative) in the execution or end result of the
project

AFR
Project
Team

Ignoring stakeholders interests may lead to unsuccessful completion of a


project (additional costs, delays, partial achievement of objectives, etc.)
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Step 1.2 - Stakeholders analysis (2)


Gain support for your project by incorporating the interests of people with high
influence and/or interest on the project
Steps:
Identify all the stakeholders
Determine their level of:
Interest: needs and expectations
towards the project
Influence: authority or power to help
or hinder the project
Prepare a stakeholder map
Gather interests from important
stakeholders (through interviews,
workshops, questionnaires)
Agree on incorporation of their needs to
the project definition

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Level of influence

L
L

Level of interest

Template

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Step 1.3 - Search for lessons learned


To avoid reinventing the wheel, look for similar projects in the Holcim Group
and also somewhere else
There are many resources to search for:
Internal: other plants, divisions, departments of your
Company, other Holcim Group Companies,
Holcim Portal (iShare)
External: benchmarking with competitors,
other industries, suppliers

Decide if you are going to incorporate the lessons


learned to the project and how!

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Holcim Portal
Template

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Step 1.4 - Definition of product or service (1)


What product or service will the project team deliver to the Client?

Client

Technical office

Purchase Dept.

Supplier

Based on your project mission, define the product or service:

Product/service: Major deliverables, project outcome needed by the Client (SMART)

Specifications: characteristics of the deliverables (e.g. conveyor belt capacity 120 t/h,
slope 15, width 105 cm.)

Exclusions: Specify items that are not part of the scope of the project

Cost/time expectations: Define limitations from the Clients point of view

Assumptions: factors considered certain for planning purposes

Special conditions: requirements of the project team to be able to


deliver the expected product
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Template

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Step 1.4 - Definition of product or service (2)


Define project success according to specific criteria that will be
measured at the end of the project
We therefore establish the following KPI:
Overall Project Success (OPS)
OPS = Criteria A x Specific Weight + Criteria B x SW + Criteria C x SW

Criteria could be: time, cost, results, expectation, stakeholders


appreciation, financial impact, etc

The Client and project team assign specific weight for each criterion and
decide on how to measure each one

Template

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Step 1.5 - Milestone schedule


A milestone schedule shows how products will be delivered. The Client
monitors progress with this high level plan
Milestones need to be defined

A milestone is a significant achievement in the project


Summarizes the completion of an important set of tasks

Example:

Project: Construction of a house


Milestone 1: Building ground acquired
Milestone 2: Architects plan agreed
Milestone 3: Foundation laid down

Milestone X: Ready to move in

LEVEL OF
DETAIL

Milestone schedule
Project schedule
Activity list

II

III

IV

PHASES

Template

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Step 1.6 - Outline project Organization (1): Roles and


Responsibilities
A clear definition of responsibilities facilitates the coordination among
people involved in a project

There are four people named Everybody, Somebody, Anybody and Nobody.

There was an important job to be done and Everybody was asked to do it.
Everybody was sure Somebody would do it. Anybody could have done it, but
Nobody did it. Somebody got angry about that because it was Everybody's job.

Everybody thought Anybody could do it but Nobody realized


that Everybody wouldn't do it.

It ended up that Everybody blamed Somebody when Nobody did what Anybody
could have done.

Always define the main roles and responsibilities including


those of the Client

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Template

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Step 1.6 - Outline project organization (2)

Steering Group

Steering
Group Review

Review Meeting
(Client, if required)

Client

Project Manager

Team Member

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Team Member

Team Member

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Step 1.6 - Outline project organization (3): Documents and


Meetings
Defining the document flow and the meeting schedule during the
project helps define how the project will be managed
Key questions to address:

Who gets what information?


How often do we need to distribute a
report or organize a meeting?

Template

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Step 1.7 - Estimation of project costs & benefits


An estimation of project costs gives an indication on project feasibility
in relation to costs and benefits

What is the project cost?


(materials, supplies, people, equipment, etc.)

What is the project benefit? Is it measurable?


(savings, pay-back time, NPV, IRR)

Estimation of project costs


Level of
detail

Project budget

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II

III
Phases

IV

Template

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Step 1.8 - Risk identification and countermeasures


Identify and evaluate threats and opportunities which
might influence your project and decide on
countermeasures to reduce the need for emergency
actions

Achievement of business objectives


Delivery of product as per specifications
Achievement of agreed milestones
Completion within agreed budget
Resources and organization

Likelihood

Risks may impact:

L
L

Impact

Template
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Step 1.9 - Agreement with the client


Summarizing the results of the previous steps with the client
(e.g. in a contract) helps to:

Assure that the Client and the project team have


a common understanding about the end results
of the project (business objectives, time, cost,
deliverables)

Agree on the key elements of the project

Get the Client's formal approval to launch the


project

Template

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Phase II - Project planning


Phase I
Project
Definition

Phase III
Phase II
Project
Planning

Project
Realization

Phase IV
Project
Completion

Phase V
Project
Evaluation &
Transfer

1. Project team set-up

: Integrate the project team through a team building process

2. Project schedule

: Set tasks for milestones and assign responsibilities

3. Communication plan : Ensure stakeholders receive information at the right time


4. Project budget

: Plan costs that will be incurred during the project in detail

5. Kick-off meeting

: Ensure understanding and commitment to start realization

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Step 2.1 - Project team set-up (1)


An efficient team not only reduces workload by sharing - it also increases
productivity by ..
Taking advantage of multi-functionality
Creating new and innovative solutions
Learning from each other
Reducing the risk of major mistakes
Realizing synergies ..

Integrate new members during the project planning phase


as needed
Template

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Step 2.1 - Project team set-up (2)


RAM (Responsibility Assignment Matrix) is a powerful tool to align your
team work and lead the team without having the formal authority over
PERSON
the team members
Activity

Collect requirements
Submit change request
Develop training plan

Project
Manager

Project
Client

Team
member 1

Team
member 2

Team
member 3

Stake
holder 1

Stake
holder 2

Stake
holder 3

etc

C
I

R - Responsible Who is responsible for the execution of the task? Who will be doing
it?

A - Accountable Who is accountable for the tasks and signs off the work? Who has
the authority to decide?

C - Consulted Who are the subject matter experts who to be consulted? Who are the
stakeholders?

I - Informed Who are the people who need to be updated of the progress? Anyone
whose work depends on this task?
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Step 2.1 Team norms


Committing to ways of working together early on in the life of a project
decreases misunderstandings, increases productivity and builds strong team
relationships
Steps:
1. Review the checklist of team norms included in the
template
2. Agree on the team norms you wish to keep as a team
3. Add any other relevant team norm
Discussing norms allows team members to discover values that are
important to one another. All team members share responsibility to
enforce them once agreed.
Template

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Step 2.2 - Project schedule (1)


The project schedule provides the team with a control tool that describes
the tasks needed to complete the milestones
Milestone schedule
Level of
detail

Project schedule
Activity list

II

III

IV

Phases

A schedule shows the tasks to be done, who is responsible for each


task, and by when tasks should be completed

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Step 2.2 - Project schedule (2)


Accurate, realistic, and workable scheduling is what makes a project tick
To create the schedule ...
1. Define tasks needed to reach agreed milestones
2. Assign a person responsible for each task
3. Estimate duration for each task, and define
interdependencies between tasks
4. Calculate end dates for each task, considering external
factors such as plant shutdowns, delivery times of
equipment, etc.
5. Determine the critical path by analyzing the sequence of
tasks that indicate the earliest possible end date of the
project
Template

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Step 2.3 Communication plan

The project manager should


manage stakeholders expectations to
increase the probability of project
success
Marketing results is an important element
to create awareness and helps to gain
buy-in
Make use of different communication
mechanisms (e.g. newsletters, mails,
presentations, web sites, etc.)

Level of influence

A well defined communication plan secures involvement and continuous buy


in of key stakeholders

H
M

L
L

Level of interest

Template

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Step 2.4 - Project budget


A project budget enables the project team to compare actual costs versus
planned costs and take actions if needed
The project budget aggregates all costs for
each task (bottom-up)
Based on the project schedule, you can also
establish the expected monthly cash flow of
the project (S-Curve cost baseline)
Costs of each task can be broken down into
various cost components needed to execute
them: equipment, materials, labor, etc.

Estimation of project cost


Project budget

Level of
detail

II

III

IV

Phases

Template

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Step 2.5 Kick-off meeting


The kick-off meeting is the official start for the
project realization

Establishes priorities, tone and energy for the project and helps get
common understanding on:
Project definition: objectives, product, time and cost constraints, etc.

Project planning: responsibilities & deadlines, budgets, etc.

Participants are project team members, Client and/or Steering Group


members
Template

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Your project is now defined and planned


All steps of the project definition and planning have now been completed
(with exception of the pendings)
Phase I

Phase II

Phase III

Phase IV

Phase V

Project
Definition

Project
Planning

Project
Realization

Project
Completion

Project
Evaluation
& Transfer

Now the project team is ready to


commence with the realization
phase !

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Phase III - Project realization


Phase I

Phase II

Project
Definition

Project
Planning

Phase IV
Phase III
Project
Realization

Project
Completion

Phase V
Project
Evaluation &
Transfer

To do:
1. Activity list

: Detail the task in the project schedule

2. Project review

: Evaluate achievements and define actions to address issues

3. Capture knowledge

: Describe learning points as part of project review

4. Project status report

: Regular project update to Steering Group and Client

5. Steering Group Review : Evaluate overall project and agree on actions as required

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Step 3.1 - Activity list


Detailed definition of activities and clear assignment to responsible
persons ensures proper coordination and control
Tasks need to be detailed into activities
Example:
Milestone 4
Task 1
Activity 1
Activity 2
Activity 3
Activity x
Activity xx

:
:
:
:
:
:

Move in
Decorate the house
Come up with decorating ideas
Discuss ideas with partner
Check prices of decoration

Level of
detail

Milestone schedule
Project schedule
Activity list

II

III

IV

Phases

: Put decoration in place

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Step 3.1 - Activity list (time management)


Directions on the proper use of activity lists
1. Ensure that tasks are clearly defined
2. Define a list of activities required to complete a task
3. Define time needed and time available
4. Insert your activities in your personal planner
5. In case of overload, balance the work within the team
6. In case of overload, define priorities and postpone activities
7. Match new requests and other actions with your activity list
Do not forget to consider reactive time
Template

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Step 3.2 - Project review


Periodic Project Reviews help to identify performance gaps at an early stage in
order to keep the project on the right track

Examples of discussion topics:


Review progress and plan activities for coming period
Tackle issues which may arise
Capture knowledge and share lessons learned

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Step 3.2 - Project Review - effective meetings


Some meetings are ineffective due to

Individuals
pushing ideas

Lack of visualisation

No listening

No chairman

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Step 3.2 - Project review - effective meetings


Effective project reviews meetings can be carried out by...
MEETING
PREPARATION

FOLLOW UP

40%

Follow up on actions
Identify possible issues
Prepare the agenda
Inform attendees
Collect facts if required

40%

20%

Review progress
Solve issues
make decisions
agree on actions

Distribute action and decision


log
Follow up on actions and
provide any support or
coaching
Verify results of the actions

Proper preparation and follow up are key to the


conduct of effective meetings
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Template

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Step 3.2 - Project review - agenda


A typical agenda of a Project Review meeting could be:

Review and update project schedule (and activity lists): progress of


tasks due for completion and plan for the coming period
Review project budget, actual and forecasted costs
Identify and treat issues
Review changes required and their impact on the project
Review the agreed communication plan and risk analysis
Review team dynamics (norms, leadership, influencing , conflicts)
Capture knowledge
Review and update Action & Decision log

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Step 3.2 - Project Review - Action & Decision log


Agree on how to implement solutions chosen for the issues identified

What

Who

When

Agree on actions
(What, Who, When)

Agree on decisions
(What)

Action &
Decision Log
Actions

Decisions

Template

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Step 3.2 - Project review change request


Projects seldom run exactly according to plan. Managing changes formally is
crucial to project success
Change
required

Identify
Impacts
on project

Client
Accept?

Yes

Update
baseline(s)
and plans

No
Document
and
communicate

Implement
change(s)

Change is triggered by Client, Steering Group, Project team or stakeholders in order to


correct or prevent issues or update content
Impact of the change in all dimensions (product, cost, time, risk, stakeholders, etc.)
needs to be determined
If client approves the change, the project is managed against new
targets (baselines)
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Template

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Step 3.3 - Capture of knowledge


Describing knowledge immediately after learning occurs ensures that important
learning elements are captured

Organize regular After Action Reviews to analyze progress of the project and the
reasons for achievements and deviations, agreeing on lessons learned

Decide on how / when to transfer knowledge; someone you know may immediately
benefit from the lessons learned

Learning
Summary

Level of
detail

Capture
of knowledge
I

II

III
Phases

Knowledge Management

IV

Template

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Step 4 - Project Status Report


Short and simple reports on the progress of the project
ensure a clear understanding of the project status

Status reports should include:


Status of the KPIs (cost, time, quality)
Achievements of the reporting period
Plans for the coming period
Key issues tackled
Support required from Steering Group

Template

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Step 3.5 Client/steering group review


Regular reviews with the Client/Steering Group
ensure that proper attention is given to the project
environment (e.g. risks)
Client/Steering Group review meeting is used to identify whether changes
are needed to the project definition
At the end of the realization phase, the Steering Group will decide whether
or not the hand-over can start

Template

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Phase IV - Project completion


Phase I
Project
Definition

Phase II
Project
Planning

Phase III
Project
Realization

Phase V
Phase IV
Project
Completion

Project
Evaluation &
Transfer

To do:
1. Hand-over

: Obtain client acceptance of final product or service

2. Final report

: Summarize the project and compare it with the original


plan

3. Closing meeting: Formally complete the project

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Step 4.1 - Hand-over

The hand-over ensures that the client explicitly accepts


the product or service and that ownership is properly
transferred

Organize an acceptance test or a review of the product or service with


the client

Agree with the client on further actions to complete the project

Template

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Step 4.2 - Final report


The final report is a summary of the project at its end state and serves as a
reference for future projects. It includes:
Comparison between agreed business objectives and actual results
Comparison between agreed and delivered product/service
Comparison between project schedule & actual delivery times
Comparison between agreed and actual cost
Hand-over summary
Learning summary
Recommendations related to sustainability

Template

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Step 4.3 Closing meeting


Held to formally complete the project and to
officially release the project team from further
responsibility to deliver

This meeting takes place when:

All the handover actions have been completed


The final report has been completed

It has an informal character to recognize and celebrate the


successful completion of the project ...
Before closing, calculate the Overall Project Success (OPS)
Template

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Phase V - Project evaluation and transfer

If your organization knew, what you know now...

Phase 5
Project
Evaluation &
Transfer

What have we learned?

Knowledge Management

Phase 1

Phase 2

Project
Definition

Project
Planning

Phase 3

Phase 4

Project
Realization

Project
Completion

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Phase V - Project evaluation and transfer


Phase I
Project
Definition

Phase II
Project
Planning

Phase III
Project
Realization

Phase IV
Project
Completion

Phase V
Project
Evaluation &
Transfer

To do:
1. After action review (AAR): Evaluate the project with the team and client
2. Learning summary

: Distil and document knowledge gained

3. Knowledge transfer

: Select mechanism to transfer lessons


learned

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Step 5.1 After action review (AAR)


The project team has a great opportunity to learn for future projects by evaluating
the recently completed project
Evaluate different aspects of the project (deliverables, milestones,
teamwork), by asking:

What did we set out to do?

What actually happened?

Why did it happen?

What are we going to do next time?


(What are the lessons learned?)

A neutral person should facilitate the AAR. It should look for


improvement opportunities rather than placing blame
Template

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Step 5.2 - Learning summary


Distils lessons learned captured during the project
Behavior

Includes both expertise and behavior


Considers the outcome of the final AAR and
knowledge captured during project
realization

Continuous Performance
Improvement

Expertise

After Action
Review

LEVEL OF
DETAIL

Learning
Summary
Capture of
knowledge
I

II

III
PHASES

Knowledge Management

IV

Template

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Step 5.3 Knowledge transfer


Ensures that knowledge is not only available within the project team
Decide with the team the best practical actions to transfer the lessons
learned from the project
Examples:

Present results to your department

Include lessons learned and/or Final


Report in the Holcim Portal

Write a project summary for the Holcim


news

Contribute to an international or regional


event

Template
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Strength. Performance. Passion.

Now the project is finished and the


project team is released!

Knowledge Management

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Strength. Performance. Passion.

PMA Getting Started


Useful tips.

Knowledge Management

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Getting started
If you are to start a project:
Identify the client of the project
Have a meeting to work preliminary on:
Assessment of initial situation,
definition of product or service,
project organization

Identify and invite project team members to a definition and planning


workshop
Decide whether a trainer/facilitator is necessary or not
Start working during the workshops, using the PMA
as a tool!

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Rigid principles, flexible application


Three project complexity categories

A high project complexity


B medium project complexity
C low project complexity

A/B/C
Full
Partial,
Limited

Three levels of compliance

Full compliance
Partial compliance
Limited compliance

The reference book provides all the help you need to


determine complexity and level of compliance
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