Some Project Management Ideas for Governance, Project Selection, and Execution

1
Some Project Management Ideas for Governance,
Project Selection, and Execution

• Fernando Muzzio
• Director, ERC-SOPS
• December 1, 2006
• Susan Leander
• Pfizer Inc.

2
ERC-SOPS Reporting Relationships
NSF
Council of Engineering Deans
Ind. Adv. Board Sci. Adv. Board
Director Deputy Director Site Leaders Research
Leaders SC Members
SLC
Business Manager
Assist. Dir. Operations ILTT
Accountant
Admin. Assist. I
Site 4 UPR
Site 1 Rutgers
Site 2 Purdue
Site 3 NJIT
Admin. Assist. II
Outreach Specialist
Thrust I (Materials)
14 Projects and 3 Major Test Beds
Thrust II (Composites)
Director for Education and Outreach
Thrust III (Manuf. Sci.)
Knowledge, Technology, Materials, Products,
Trained Scientists
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Governance, Program Project Management

• Objective
• Apply Industrys Capabilities Strengths in
  Governance, Program Project Management to
  ERC-SOPS
• Implementation
• Industry partners provide the services of
  certified project managers
• Benefits
• Defined Structure for Governance of ERC-SOPS
• Defined Roles and Responsibilities for
  Participants
• Defined Process for Oversight of Projects

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Three Main Issues

• ERC-SOPS Governance Structure
• Identification of Stake Holders
• Definition of Roles
• Program Management
• Information Sharing
• Managing distributed activities
• Project Management
• Software Platforms
• Training
• Support

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ERC-SOPS Governance Structure

• Steering Committee Meeting on September 14
• Defined Governance Structure of ERC-SOPS
• Governing Bodies/Program Participants
• Memberships Common Memberships
• Key Reporting Relationships
• Defined Key Responsibilities of Governing
  Bodies/Program Participants
• Funding
• Strategic Direction of Program
• Day to Day Management of Program
• Industry Scientific Input to Management
  Committee
• Tactical Management of Projects Test Beds
• Leadership of Projects Test Beds
• Defined Project Progression Process
• Project Definitions
• Project Phases from Idea to Exploration to
  Feasibility to Implementation
• Key Project Activities from Technical Gap
  Inventory to Endorsement

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Project/test bed life cycle
Advisory Board updates technical gap inventory
Month 1 Faculty prepare white papers
addressing technical gaps
Month 2 Advisory board evaluates white papers,
recommends modifications
Month 3 Faculty submit full projects
Month 5 Director makes final decisions
regarding funding
Month 4 Advisory Board evaluates projects and
TB, recommends funding
Peer review
Project ends successfully
Month 6 Project/TB begins
AB evaluates performance recommend
continuation (or not)
Test bed transferred to industry
Project spawns test bed
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Mission-driven philosophy

• Fishbone strategy
• Focus on desired outcomes
• Identify necessary components
• Understand interactions among components
• Design and evaluate components so that they
  contribute to the mission

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TB1 Continuous Tablet Processing Fishbone Diagram
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Example of Process Chart
Phase I
Phase II
Phase III
Activity
Milestone
Stage Gate
Subteam
Subteam
Subteam
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ERC-SOPS Program Management

• Platform for Program with Matrix Organization
• Desired Platform Capabilities
• Rapid Access to Information
• Track Project Progression Process Phase,
  Activity, Milestone, Stage Gate
• Track Funding, Resources, Timing
• Capture Fundamental Scientific Issues
• Capture Technical Outcomes
• Common Tools Templates for Projects Test Beds
• Process Data and Decision Historian
• Automatic Report Generation

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ERC-SOPS Project Management

• Project Management Training
• Training to Faculty Members
• Obtain Buy-In from Faculty on Training Use of
  Project Management Tools
• Review Basic Concepts of Project Management
• Project Management Processes
• Project Management Knowledge Areas
• Project Management Inputs/Outputs
• Project Management Tools Techniques
• Currently Scheduled from Industry on January 11
• Training to Technical Project Leaders
• Access Software to Enter Information Data into
  Platform
• Utilize Tools Templates for Projects Test
  Beds
• Generate Reports

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ERC-SOPS Project Management

• Ongoing Support
• In-House Project Management Expertise
• Administrative Director
• Supports Training Use of Project Management
• Project Managers (from Industrial Partners)
• Provides Training
• Supports Technical Project Leaders
• Participates in Project Reviews with Technical
  Teams
• Knowledgeable in Overall Program