Tactical PM Blog
twitter-blue35x36 microsoft project training facebook page ms project tutorial video

Mind Mapping Project Scope with ConceptDraw OFFICE

Print E-mail
Written by Dr. Andrew Makar   
AddThis Social Bookmark Button

Learn about how to use mind mapping to improve project management, and enter to win $499 in software and a $100 gift certificate

Mind Mapping Project Scope with ConceptDraw OFFICE

What is the project's scope?

Consider this common scenario: Your boss stops by your desk and asks you to work on a new software implementation project. The scope is undefined and in typical top-down management fashion, you've been given three weeks to conduct a high level scope analysis. You develop a three week action plan and assemble a team to quickly interview subject matter experts to define the scope of the project. At the end of the first few weeks, your team is overwhelmed with surveys, interview results, and questionnaires. The team is still struggling to determine the project scope.

Mind mapping can help organize the ideas and provide a conceptual view of the project's scope. The mind map further enables brainstorming, prioritization of thought, and overall communication for the potential scope. Colors, pictures and lines can be added to the mind map to connect thoughts, identify important ideas, and highlight questionable ideas. Additional branches can be added to plan multiple releases or iterations for the project. Figure 1 depicts the sample project's overall scope.

1

Figure 1 Brainstorming Scope

The same mind map can be used as an addendum to the project charter, stakeholder communication, or a team kickoff meeting. Instead of printing pages of paper, the high-level project scope can be clearly explained in one page. The graphical nature of the mind map further enables revisions as project stakeholders re-prioritize requirements and project scope. The mind map can be used to capture these changes and graphically communicate the project's scope. Additional issues, risks and follow up items can be easily added to the map.

Mind Mapping with ConceptDraw OFFICE

Fortunately, developing a mind map with easy to use software is just a few clicks away.
The following tutorial demonstrates how to refine a project's scope using CS Odessa's ConceptDraw MINDMAP tool, which is part of the ConceptDraw OFFICE suite.


Step 1: Open ConceptDraw MINDMAP

ConceptDraw MINDMAP provides an easy to use interface that allows project managers to start mind mapping in seconds. In this tutorial, I'm using the Mac version although the steps are similar in a Windows format.

The default mind map displays one node centered in the main screen.

2

Figure 2: Default ConceptDraw MINDMAP

Step 2: Insert high level nodes

The first step is to add a topic to the main branch. You can do this by using the "Enter" key, clicking on the Insert button from the top menu bar, or right clicking on the Main Idea node.

3a

Figure 3: Adding A Topic

Click on the new node and enter the name of the high level scope item.
Continue to add main topics for the high level scope items. In a project manager's work break down structure, these nodes are similar to the 2nd level in the work break down structure. In the Figure 1 example, I added two topics to the scope to represent the two different software releases that have been planned.

Step 3: Add Subtopics

The next step is to refine each software release into the lower level components of work. For the European Release, the project has several sub projects including website development, interface development, mainframe development, data conversion and integration testing.

To add a subtopic, right click on the desired node and click on the Add Sub Topic menu item. Continue adding sub topics to specific nodes to build out the European Release scope.

4

Figure 4: Initial Scope Definition

Step 4: Add New Map Pages to Reflect Sub Projects

Of one the features that is unique to ConceptDraw MINDMAP is the ability to add multiple pages to the same map file. This is similar to the way you can add new tabs in Microsoft Excel that are still contained in the same .xls file. For example, you can right click on the "European Release" node, and select "Send to New Page." At the bottom left of the map, you'll see a tab for "Page Navigator." Click on that and you'll see this and any other pages you've created. It's a good way to keep each map from getting too complicated-but still keep all of your maps for that project in the same location.

Step 5: Add Dependencies

ConceptDraw MINDMAP enables you to build dependencies in your map. These dependencies will be reflected in the ConceptDraw PROJECT view of the map. Go to the top Insert menu and select "Relationship." Now place the cursor on the node where you want the dependency to start. Click the mouse and hold it down while you drag the cursor to the second node. Release the mouse and a line will appear. Right click on the line to format the line, and to select the kind of dependency you want.

Step 6: Format the Map

Now it's time to format the mind map into a project friendly color scheme. ConceptDraw MINDMAP has a variety of themes available. Simply select Format - Map Theme - and select a map theme. You can also click on the Map Theme icon and cycle through the different formats.

5

Figure 5: Format the Mind Map

Step 6: Export to ConceptDraw Project

ConceptDraw MINDMAP supports a variety of project management features including task information with dates, durations and resources. With Concept Draw Office, you can add task information to the mind map export it into ConceptDraw PROJECT - a project planning tool similar to Microsoft Project, and the second application in the ConceptDraw OFFICE suite. By combining project management attributes with each of the nodes, you'll be able to export to Concept Draw Project and further refine the project schedule.

Figure 6 depicts the Task Info options that allow the project manager to assign start dates, finish dates, duration and resources.

6

Figure 6: Task Information


To export the mind map into ConceptDraw PROJECT:

Select File - Open in Project (figure 7) or
Click on the Open in Project icon in the Navigation bar

7

Figure 7: Open In Project


Figure 8 depicts the mind map in ConceptDraw PROJECT.

8

Figure 8: ConceptDraw PROJECT

Once in ConceptDraw PROJECT, the project manager can refine the project tasks, add resources, link tasks, assign costs and conduct the schedule development tasks for successful project execution.

It's easy to generate a Work Breakdown Structure once you have the tasks in ConceptDraw PROJECT. .In PROJECT, go to the top Tasks menu and select "Create WBS." ConceptDraw PROJECT will automatically launch the third application in the ConceptDraw OFFICE suite, ConceptDraw PRO. This application will then automatically create a work breakdown structure diagram.

Key Benefits

The key benefits to mind mapping in project management is the efficiency saved in reusing project data and exporting into different formats. Project managers struggle with balancing project management administration with project execution. A lot of time can be wasted converting notes into different formats. With ConceptDraw OFFICE , the project manager can leverage the integration and export capabilities of the ConceptDraw OFFICE suite to manage the data and easily switch formats. Instead of re-creating project data in different formats, project managers can leverage the different tools to manage the same project data. In project execution, project managers are busy resolving issues, communicating status, and managing stakeholder expectations. Using tools like ConceptDraw gives project managers the little extra help to lessen the administrative burden.

 

Would you like a FREE copy of ConceptDraw OFFICE and a $100 Amazon Gift Certificate?

If you’d like to WIN a complimentary copy of  ConceptDraw OFFICE, then enter February’s Contest.  The rules are pretty simple.

  1. Visit http://www.conceptdraw.com/
  2. Click on Trials and download the full function trial version of ConceptDraw OFFICE
  3. Experiment with ConceptDraw to build mind maps and build a sample project schedule.
  4. By March 19th, email This e-mail address is being protected from spambots. You need JavaScript enabled to view it with your best use of applying ConceptDraw OFFICE to your project management challenge!  I’m looking for 2-3 paragraphs and a couple of screenshots that describe your experience using the tool, along with what you think the benefits are of working this way.
  5. I will judge the winning entry. My decision is final. The lucky winner will be announced the week of March 22nd.


What’s the catch?

In some cases, there really is such a thing as a free lunch.  With this promotion, ConceptDraw would like to use your experiences to highlight how ConceptDraw is used to solve every day project management challenges.  The winning testimonial wins a FREE copy of ConceptDraw OFFICE - a $499 software package and a $100 Amazon Gift Certificate.

 


Add a comment
 

Five Steps to Determine Project Feasibility

Print E-mail
Written by Dr. Andrew Makar   
AddThis Social Bookmark Button

Is your project feasible?

The best way to find out whether your project is feasible is to complete a Feasibility Study. This process helps you gain confidence that the solution you need to build can be implemented on time and under budget. So here's how to do it in 5 simple steps...

Completing a Feasibility Study


A Feasibility Study needs to be completed as early in the Project Life Cycle as possible. The best time to complete it is when you have identified a range of different alternative solutions and you need to know which solution is the most feasible to implement. Here's how to do it...

Step 1: Research the Business Drivers

In most cases, your project is being driven by a problem in the business. These problems are called "business drivers" and you need to have a clear understanding of what they are, as part of your Feasibility Study.

For instance, the business driver might be that an IT system is outdated and is causing customer complaints, or that two businesses need to merge because of an acquisition. Regardless of the business driver, you need to get to the bottom of it so you fully understand the reasons why the project has been kicked off.

Find out why the business driver is important to the business, and why it's critical that the project delivers a solution to it within a specified timeframe. Then find out what the impact will be to the business, if the project slips.

Step 2: Confirm the Alternative Solutions

Now you have a clear understanding of the business problem that the project addresses, you need to understand the alternative solutions available.

If it's an IT system that is outdated, then your alternative solutions might include redeveloping the existing system, replacing it or merging it with another system.

Only with a clear understanding of the alternative solutions to the business problem, can you progress with the Feasibility Study.

Step 3: Determine the Feasibility

You now need to identify the feasibility of each solution. The question to ask of each alternative solution is "can we deliver it on time and under budget?"

To answer this question, you need to use a variety of methods to assess the feasibility of each solution. Here are some examples of ways you can assess feasibility:
  • Research: Perform online research to see if other companies have implemented the same solutions and how they got on.
  • Prototyping: Identify the part of the solution that has the highest risk, and then build a sample of it to see if it's possible to create.
  • Time-boxing: Complete some of the tasks in your project plan and measure how long it took vs. planned. If you delivered it on time, then you know that your planning is quite accurate.

Step 4: Choose a Preferred Solution

With the feasibility of each alternative solution known, the next step is to select a preferred solution to be delivered by your project. Choose the solution that; is most feasible to implement, has the lowest risk, and you have the highest confidence of delivering.

You've now chosen a solution to a known business problem, and you have a high degree of confidence that you can deliver that solution on time and under budget, as part of the project.

Step 5: Reassess at a lower level

It's now time to take your chosen solution and reassess its feasibility at a lower level. List all of the tasks that are needed to complete the solution. Then run those tasks by your team to see how long they think it will take to complete them. Add all of the tasks and timeframes to a project plan to see if you can do it all within the project deadline. Then ask your team to identify the highest risk tasks and get them to investigate them further to check that they are achievable. Use the techniques in Step 3 to give you a very high degree of confidence that it's practically achievable. Then document all of the results in a Feasibility Study report.

After completing these 5 steps, get your Feasibility Study approved by your manager so that everyone in the project team has a high degree of confidence that the project can deliver successfully.

About the Author

Jason Westland has been in the project management industry for the past 16 years managing projects of up to 2 billion dollars. If you would like to find out more about Jason or about his new online project management software visit projectmanager.com.

Add a comment
 

Microsoft Project and PPM Schedule Integration

Print E-mail
Written by Dr. Andrew Makar   
AddThis Social Bookmark Button

Have you explored integrating your project schedules with a PPM solution like CA's Clarity or Microsoft's Project Server?  I recently published an article on Tech Republic that addresses some of the issues integrating a project schedule and the appropriate level of detail. 

You can integrate and update a Microsoft Project schedule with a project portfolio management (PPM) tool such as CA Clarity or Microsoft Project Server. By doing so, you can achieve resource management, schedule management, time keeping, and objective project and portfolio metrics. When you incorporate standard reporting templates and integrated project schedule data, you quickly obtain a standardized view of the projects executing across the portfolio using real-time data.  However, the other side to consider is if a detailed plan is the right level to integrate with a PPM solution.  In other cases, a milestone level plan is sufficient as it doesn't require the resource management constraint.

Before integrating a Microsoft Project schedule with a project portfolio management (PPM) tool, there are five questions you should ask yourself.

 

Your can read the article here:

http://blogs.techrepublic.com.com/tech-manager/?p=2646

 

Add a comment
 

Enterprise Agile with Rally Dev

Print E-mail
Written by Dr. Andrew Makar   
AddThis Social Bookmark Button

I had the opportunity to interview Rally Dev on their latest advances in deploying Agile program and project management across the enterprise. You'll be impressed with the integration and social media features Rally has introduced to connect with customers thoroughout marketing, customer support, and product development lifecycles. They've got some cool tools...and they let you run a full Agile project at no cost using their community edition.

You can read the article at:

http://www.projectsatwork.com/content/articles/253119.cfm

Add a comment
 

Improving PM Competency with Social Media

Print E-mail
Written by Dr. Andrew Makar   
AddThis Social Bookmark Button

As a project manager, how to you improve your project management competency? The industry is full of options to provide training and learning opportunities ranging from in-seat training classes, project management organizations, conferences, on-the-job training, mentoring and various books and magazines targeted to our profession. You can't forget all the websites, discussion forums, e-zines and blogs that produce daily content filled with tips and advice on project management execution.

Since project managers are tasked with successful project delivery, there simply isn't enough time to review all these training sources to learn new ideas and improve existing skill sets. Is there ever a good time to take training during a project? If we are lucky, we have a small amount of time between meetings to skim a few project management websites in addition to checking ESPN.com for last night's sports scores. The other challenge is that all of these activities are outbound activities that require you to search, sort and scour the Internet for relevant content.

Wouldn't it be easier if someone just sent you all the information that you needed to know?

I recently published an example on how you can use a variety of social media tools to improve your PM competency at Gantthead.com.  Read more the article at:

http://www.gantthead.com/content/articles/253203.cfm

Add a comment
 
<< Start < Prev 1 2 3 4 5 6 7 8 9 10 Next > End >>

Page 4 of 16
Joomla Templates by Joomlashack