# Project Execution ## The Basics ### Tracking - Commonly tracked items - Project schedule - Status of action items, key tasks activities - Progress toward milestones - Costs - Key decisions, changes, dependencies and risks to the project - Tracking methods - [[gantt|GANTT chart]] - [[roadmap|Roadmap]] - [[burndown|Burndown chart]] - Project report - Project name - Date - Summary - Status - RAG (Red, Amber, Green) / Spotlight status - Milestones and tasks - Issues ### Managing Changes and Risks See [[change-management]]. ## [[quality|Quality Management]] - Components - Standards - Planning - Assurance - prevent defects, during the dev process - Control - identify defects and handle accordingly - Resources - [What are quality standards? | ASQ](https://asq.org/quality-resources/learn-about-standards) - [What is a quality plan? | ASQ](https://asq.org/quality-resources/quality-plans) - [Quality assurance & quality control | ASQ](https://asq.org/quality-resources/quality-assurance-vs-control) - Measuring customer satisfaction - _Survey questions_ collect data on _evaluation indicators_, to answer _evaluation questions_. - Feedback surveys - User acceptance test (UAT), or beta test - Close to end of development - Go through critical user journey - Data-driven Framework - [[dmaic|DMAIC]] - [[pdca|PDCA]] - Turning project to program - [[retrospective|Retrospectives]] ## Data See [[data-science|Data Science]] for more info. ### Gathering - Productivity metrics: tasks, milestones, projection, duration, on-time completion rate... - Quality metrics: Number of changes, issues, cost variance, customer satisfaction score - Adoption metrics: conversion rates, time to value (TTV), onboarding completion rates, frequency of purchase... - Resources - [A Comprehensive Guide To Project Management Metrics | Wrike](https://www.wrike.com/blog/what-are-project-management-performance-metrics/) - [Data-Driven Project Management: The 4 Most Important Data Points to Look At | Top 5 Project Management](https://top5projectmanagement.com/articles/data-driven-project-management-the-4-most-important-data-points-to-look-at/) - [Project Analytics: Benefits, Challenges and First Steps | EcoSys](https://www.ecosys.net/blog/project-analytics-benefits-challenges-and-first-steps/) - [Project Analytics to Improve Project and Portfolio Decision Making](https://www.pmi.org.in/conference2017/pdfs/papers-pdfs/theme-3-rapidly-changing-world/21-Project-Analytics-to-Improve-Project.pdf) - [Metrics for Project Management: How to Measure & Track Success | Adobe](https://business.adobe.com/blog/basics/metrics) ### Analyzing - Prioritizing - What contributes the most to the outcome - What stakeholders care about the most - 6 steps - Ask - Prepare - Process - Analyze - Share - Act ### Presenting - Storytelling - Define your audience - Collect the data - Filter and analyze the data - Choose a visual representation - Shape the story - Gather your feedback - [[visualization|Visualization]] tools - Dashboard ([[okr|KPIs]], etc) - Burndown chart - Infographic - See [[presentation]] for more info. ## Leadership - Team vs Work Group > [!summary] Factors of Team Effectiveness > > - Psychological safety -- safe to take risks > - Dependability > - Structure and clarity > - Meaning > - Impact - Team leader - Create system that turns chaos into order. - Communicate and listen. - Promote trust and psychological safety. - Demonstrate empathy and create motivation. - Delegate responsibility and prioritize. - Celebrate team success - Provide _air-cover_ - Saying "no" without explicitly saying "no". Gently push back, but with explanation and an alternative. - Intervening from behind the scenes. - Bruce Tuchman's stages of team development 1. Forming 2. Storming 3. Norming 4. Performing 5. Adjourning - Steps to influencing (according to Jay A. Conger): 1. Establish credibility 2. Frame for common ground 3. Provide evidence 4. Connect emotionally ## Communication - Types of meetings - Project kickoff - Status update - Task updates - Schedule status - Budget status - Current or anticipated issues - Action items - Stakeholder review - Retrospective ## Closing - To close a project, ensure that: - All work is done. - All agreed-upon project management processes have been executed. - You have received formal recognition and agreement from key stakeholders that the project is done. - Impact reporting - Highlight key performance areas - Use metrics to showcase results - Prepare an effective impact report presentation - Closeout report - Executive summary - Key accomplishments - Lessons learned - Open items - Next step and future considerations