Managing Small Projects

A Flexible, Less Formal Approach to Delivering Results—2 Days, 14 Hours

Project Managers and lots of other professionals are asked to manage small projects every day. Often an individual is managing several projects at the same time. These projects require a more flexible, less formal approach to project management. Many business analysts, marketing analysts, and software developers are expected to manage their own projects while also performing much of the project work as a key team member (or the only team member).

Balancing the role of project manager and team member is easier with an understanding of how to tailor project management basics. This course uses the IIBA's Business Analysis Core Concepts Model to help students consider all of the important aspects of their small project and develop a project plan based on its unique needs. Students will also learn to assess risks, negotiate for resources, create a schedule, and manage the completion of small projects. Students will receive a free copy of PM Crash Course: A Course in a Book®.

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Upon the completion of this course, students will be able to:

  1. Use Business Analysis Core Concepts to discover critical information needed for successful projects.
  2. Learn to develop a realistic project schedule by defining work, dependencies, and estimating accurately.
  3. Use checklists to quickly analyze business needs, assess risks, and negotiate for resources.
  4. Tailor proven project management techniques to small projects.
  • Introduction
    • What is a project?
    • What makes a project small or large?
    • What makes a project successful?
    • Tailoring project management for traditional and agile approaches
      • Plan driven approaches
      • Change driven approaches
  • Core Concept: Needs
    • What is a business need? How does it differ from the solution?
    • Understanding the true need is the first key to success
    • Root cause analysis, is this the problem or a symptom?
  • Core Concept: Stakeholders
    • Who are the stakeholders?
    • Key team member roles on small projects
    • Conducting Stakeholder Analysis
    • Assessing Stakeholder Communication Needs
    • Do you need a formal communications plan?
  • Core Concept: Solutions
    • What is a solution?
    • Eliciting high level requirements
    • Brainstorming solution options
    • Identifying and assessing risks
    • Facilitating selection of the best solution for the business
  • Core Concept: Value
    • What is value? Is it the same for every stakeholder?
    • Business case and cost/benefit analysis
    • Finding measurable criteria for the business value
    • Alerting stakeholders when the project won’t bring value
  • Core Concept: Context
    • Learning about the environment within which the solution will operate
    • Understand the difference between the project and the product or solution
    • Scoping the solution
      • Context diagram
      • In and Out Table
  • Core Concept: Changes
    • How will the organization build and implement the solution?
    • Using a project charter on a small project
      • Analyzing the Change
        • Planning considerations, how formal does the plan need to be?
        • Breaking down the work with the WBS or User Stories
      • Are There Dependencies?
        • Review activity dependencies
        • The value of creating a network diagram
        • Finding the Critical Path
        • Learn how adjusting dependencies can affect the project
      • How Long Will It Take?
        • Estimating resource requirements
        • Improving your estimates
        • Scheduling, what level of detail is appropriate?
      • Are You On Your Own?
        • Negotiating for other team members
        • Balancing your time as the project manager and a team member
      • Getting the Work Done
        • Managing a small, short project
        • Collaborative status reporting
        • Monitoring the business case, risks, and scope

Students will receive the following materials with the course attendance:

  • Managing Small Projects Workbook
  • PM Crash™ Course Book
  • Quickguide reference sheets with checklists to speed the planning and managing of small projects

BOOK: PM Crash Course, Second Edition
by Rita Mulcahy et. al.

This compact resource guide quickly and clearly communicates project-related concepts like project charters, stakeholder management, requirements definition, estimating, scheduling, budgeting, quality management, risk management and more.

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WHITE PAPER: Tailoring Scope by Project—Why One Doesn't Fit All by Barbara A. Carkenord

This whitepaper recommends that scoping should be tailored to the type of project and product being undertaken, rather than trying to design a standard scope statement or statement of work (SOW) for all projects.

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FREE RECORDED WEBINAR: Overcoming Politics on Projects
by Rick A. Morris

This one-hour Webinar dives into the topics of gaining buy-in from upper management, accurately estimating time and cost, controlling project communication, managing within corporate culture, taking care of your team, and more.

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TEMPLATE: Free Sample Project Charter

Having trouble creating a project charter for your upcoming initiative? Use this free sample from RMC as a guideline, and complete your charter quickly and easily.

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For Corporate Pricing or to Schedule a Training Needs Assessment, Please Contact:

Ken Mulcahy • Onsite Training Specialist • (952) 846-4484

* Discounts Available for Federal, State and Local Government Agencies

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Type: Core PM Training
Audience: Project Managers, Business Analysts, Team Members, Product Managers, Engineers, Developers
Duration: 2 Days – 8:00 am to 4:00 pm
PDUs/PDs: 14
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