vault backup: 2026-07-23 07:53:56
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# Building My PM System
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Duration: 30–40 minutes
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## Definition
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Combine the course into a lightweight repeatable system for your team and Monday.com.
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This lesson is part of the Project Management track and builds on the concepts learned in the previous lessons.
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## Simple Mental Model
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The goal is not to add project-management bureaucracy. The goal is to make the project easier to understand, predict, and manage.
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## How It Works
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We will examine this concept through four levels:
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1. What the concept means.
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2. How a project owner should use it.
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3. How you should review or challenge it as the manager.
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4. How it should eventually appear in your project-management system.
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## Example
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The exercises for this lesson should use real projects from your environment such as Umami, Mogador, QA automation, data governance, website/Product initiatives, or projects dependent on DevOps and Security.
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The objective is to move from theory to a repeatable management practice.
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||||||
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## How It Fits Into the Bigger Picture
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The course builds progressively:
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- Project vs operations establishes what kind of work we are managing.
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|
- Outcomes and Definition of Done establish what success means.
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||||||
|
- Scope establishes the project's boundaries.
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|
- Milestones establish meaningful progress.
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||||||
|
- Dependencies, estimation, prioritization, capacity, risks, and health make delivery more predictable.
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||||||
|
- Status reporting, meetings, ownership, and portfolio management make the system scalable.
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- Closing and the final PM system turn the concepts into an operating method.
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## My Company / Real-World Context
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Your team works across departmental projects, Product work, operational incidents, tickets, data, QA, SEO/WCAG, and dependencies on IT teams such as DevOps and Security.
|
||||||
|
|
||||||
|
The lesson should therefore be applied to an environment where:
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||||||
|
|
||||||
|
- Project owners are usually members of your own team rather than dedicated PMs.
|
||||||
|
- Operational work regularly interrupts project work.
|
||||||
|
- Product and IT are important cross-functional partners.
|
||||||
|
- You need portfolio-level visibility without personally maintaining every task.
|
||||||
|
- Project owners should increasingly draft and maintain their own project plans while you validate, challenge, prioritize, and escalate.
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||||||
|
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## CTO Perspective
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|
The leadership objective is to move progressively from personally coordinating work toward building a management system that produces reliable outcomes.
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|
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|
The expected progression is:
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|
```text
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Contributor → manages tasks
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|
Project Owner → drives milestones and delivery
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||||||
|
Manager → manages projects, priorities, risks and escalation
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|
Technology Leader → manages portfolio, capacity, outcomes and organizational trade-offs
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|
```
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|
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||||||
|
### Questions to Ask
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|
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|
- What information do I need to make a management decision?
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|
- What should the project owner be responsible for maintaining?
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|
- What requires my intervention?
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|
- What can be standardized across every project?
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|
- Is the process helping delivery, or merely creating administration?
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## Meeting Scenario
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|
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|
**Situation:**
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|
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|
A project owner gives you an update, but the information does not make it clear whether the project will achieve its intended outcome.
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|
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|
**Possible response:**
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|
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||||||
|
> Let's bring this back to the project plan. Show me where we are against the next meaningful checkpoint, what is at risk, and what decision or help you need from me.
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||||||
|
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||||||
|
## Key Takeaways
|
||||||
|
|
||||||
|
- The purpose of project management is predictable delivery, not documentation for its own sake.
|
||||||
|
- Project owners should own increasingly more of the planning and maintenance.
|
||||||
|
- Your role is to challenge assumptions, establish priorities, remove/escalate blockers, and manage the portfolio.
|
||||||
|
- Every concept learned should eventually contribute to one lightweight common project template.
|
||||||
|
- The final system should make exceptions and problems visible without requiring you to inspect every task.
|
||||||
|
|
||||||
|
## Related Concepts
|
||||||
|
|
||||||
|
- [[Projects vs Operations]]
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|
- [[Project Outcome]]
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|
- [[Definition of Done]]
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|
- [[Scope]]
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||||||
|
- [[Milestone]]
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||||||
|
- [[Dependencies]]
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|
- [[Capacity]]
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||||||
|
- [[Risk]]
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||||||
|
- [[Project Health]]
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|
- [[Portfolio Management]]
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@@ -0,0 +1,103 @@
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# Capacity and WIP
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|
Duration: 30–40 minutes
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|
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||||||
|
## Definition
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|
Plan around real team capacity, operational interruptions, and limits on concurrent work.
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||||||
|
|
||||||
|
This lesson is part of the Project Management track and builds on the concepts learned in the previous lessons.
|
||||||
|
|
||||||
|
## Simple Mental Model
|
||||||
|
|
||||||
|
The goal is not to add project-management bureaucracy. The goal is to make the project easier to understand, predict, and manage.
|
||||||
|
|
||||||
|
## How It Works
|
||||||
|
|
||||||
|
We will examine this concept through four levels:
|
||||||
|
|
||||||
|
1. What the concept means.
|
||||||
|
2. How a project owner should use it.
|
||||||
|
3. How you should review or challenge it as the manager.
|
||||||
|
4. How it should eventually appear in your project-management system.
|
||||||
|
|
||||||
|
## Example
|
||||||
|
|
||||||
|
The exercises for this lesson should use real projects from your environment such as Umami, Mogador, QA automation, data governance, website/Product initiatives, or projects dependent on DevOps and Security.
|
||||||
|
|
||||||
|
The objective is to move from theory to a repeatable management practice.
|
||||||
|
|
||||||
|
## How It Fits Into the Bigger Picture
|
||||||
|
|
||||||
|
The course builds progressively:
|
||||||
|
|
||||||
|
- Project vs operations establishes what kind of work we are managing.
|
||||||
|
- Outcomes and Definition of Done establish what success means.
|
||||||
|
- Scope establishes the project's boundaries.
|
||||||
|
- Milestones establish meaningful progress.
|
||||||
|
- Dependencies, estimation, prioritization, capacity, risks, and health make delivery more predictable.
|
||||||
|
- Status reporting, meetings, ownership, and portfolio management make the system scalable.
|
||||||
|
- Closing and the final PM system turn the concepts into an operating method.
|
||||||
|
|
||||||
|
## My Company / Real-World Context
|
||||||
|
|
||||||
|
Your team works across departmental projects, Product work, operational incidents, tickets, data, QA, SEO/WCAG, and dependencies on IT teams such as DevOps and Security.
|
||||||
|
|
||||||
|
The lesson should therefore be applied to an environment where:
|
||||||
|
|
||||||
|
- Project owners are usually members of your own team rather than dedicated PMs.
|
||||||
|
- Operational work regularly interrupts project work.
|
||||||
|
- Product and IT are important cross-functional partners.
|
||||||
|
- You need portfolio-level visibility without personally maintaining every task.
|
||||||
|
- Project owners should increasingly draft and maintain their own project plans while you validate, challenge, prioritize, and escalate.
|
||||||
|
|
||||||
|
## CTO Perspective
|
||||||
|
|
||||||
|
The leadership objective is to move progressively from personally coordinating work toward building a management system that produces reliable outcomes.
|
||||||
|
|
||||||
|
The expected progression is:
|
||||||
|
|
||||||
|
```text
|
||||||
|
Contributor → manages tasks
|
||||||
|
Project Owner → drives milestones and delivery
|
||||||
|
Manager → manages projects, priorities, risks and escalation
|
||||||
|
Technology Leader → manages portfolio, capacity, outcomes and organizational trade-offs
|
||||||
|
```
|
||||||
|
|
||||||
|
### Questions to Ask
|
||||||
|
|
||||||
|
- What information do I need to make a management decision?
|
||||||
|
- What should the project owner be responsible for maintaining?
|
||||||
|
- What requires my intervention?
|
||||||
|
- What can be standardized across every project?
|
||||||
|
- Is the process helping delivery, or merely creating administration?
|
||||||
|
|
||||||
|
## Meeting Scenario
|
||||||
|
|
||||||
|
**Situation:**
|
||||||
|
|
||||||
|
A project owner gives you an update, but the information does not make it clear whether the project will achieve its intended outcome.
|
||||||
|
|
||||||
|
**Possible response:**
|
||||||
|
|
||||||
|
> Let's bring this back to the project plan. Show me where we are against the next meaningful checkpoint, what is at risk, and what decision or help you need from me.
|
||||||
|
|
||||||
|
## Key Takeaways
|
||||||
|
|
||||||
|
- The purpose of project management is predictable delivery, not documentation for its own sake.
|
||||||
|
- Project owners should own increasingly more of the planning and maintenance.
|
||||||
|
- Your role is to challenge assumptions, establish priorities, remove/escalate blockers, and manage the portfolio.
|
||||||
|
- Every concept learned should eventually contribute to one lightweight common project template.
|
||||||
|
- The final system should make exceptions and problems visible without requiring you to inspect every task.
|
||||||
|
|
||||||
|
## Related Concepts
|
||||||
|
|
||||||
|
- [[Projects vs Operations]]
|
||||||
|
- [[Project Outcome]]
|
||||||
|
- [[Definition of Done]]
|
||||||
|
- [[Scope]]
|
||||||
|
- [[Milestone]]
|
||||||
|
- [[Dependencies]]
|
||||||
|
- [[Capacity]]
|
||||||
|
- [[Risk]]
|
||||||
|
- [[Project Health]]
|
||||||
|
- [[Portfolio Management]]
|
||||||
@@ -0,0 +1,103 @@
|
|||||||
|
# Closing Projects
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||||||
|
Duration: 30–40 minutes
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||||||
|
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||||||
|
## Definition
|
||||||
|
|
||||||
|
Formally accept outcomes, hand work to operations, document lessons, and close projects.
|
||||||
|
|
||||||
|
This lesson is part of the Project Management track and builds on the concepts learned in the previous lessons.
|
||||||
|
|
||||||
|
## Simple Mental Model
|
||||||
|
|
||||||
|
The goal is not to add project-management bureaucracy. The goal is to make the project easier to understand, predict, and manage.
|
||||||
|
|
||||||
|
## How It Works
|
||||||
|
|
||||||
|
We will examine this concept through four levels:
|
||||||
|
|
||||||
|
1. What the concept means.
|
||||||
|
2. How a project owner should use it.
|
||||||
|
3. How you should review or challenge it as the manager.
|
||||||
|
4. How it should eventually appear in your project-management system.
|
||||||
|
|
||||||
|
## Example
|
||||||
|
|
||||||
|
The exercises for this lesson should use real projects from your environment such as Umami, Mogador, QA automation, data governance, website/Product initiatives, or projects dependent on DevOps and Security.
|
||||||
|
|
||||||
|
The objective is to move from theory to a repeatable management practice.
|
||||||
|
|
||||||
|
## How It Fits Into the Bigger Picture
|
||||||
|
|
||||||
|
The course builds progressively:
|
||||||
|
|
||||||
|
- Project vs operations establishes what kind of work we are managing.
|
||||||
|
- Outcomes and Definition of Done establish what success means.
|
||||||
|
- Scope establishes the project's boundaries.
|
||||||
|
- Milestones establish meaningful progress.
|
||||||
|
- Dependencies, estimation, prioritization, capacity, risks, and health make delivery more predictable.
|
||||||
|
- Status reporting, meetings, ownership, and portfolio management make the system scalable.
|
||||||
|
- Closing and the final PM system turn the concepts into an operating method.
|
||||||
|
|
||||||
|
## My Company / Real-World Context
|
||||||
|
|
||||||
|
Your team works across departmental projects, Product work, operational incidents, tickets, data, QA, SEO/WCAG, and dependencies on IT teams such as DevOps and Security.
|
||||||
|
|
||||||
|
The lesson should therefore be applied to an environment where:
|
||||||
|
|
||||||
|
- Project owners are usually members of your own team rather than dedicated PMs.
|
||||||
|
- Operational work regularly interrupts project work.
|
||||||
|
- Product and IT are important cross-functional partners.
|
||||||
|
- You need portfolio-level visibility without personally maintaining every task.
|
||||||
|
- Project owners should increasingly draft and maintain their own project plans while you validate, challenge, prioritize, and escalate.
|
||||||
|
|
||||||
|
## CTO Perspective
|
||||||
|
|
||||||
|
The leadership objective is to move progressively from personally coordinating work toward building a management system that produces reliable outcomes.
|
||||||
|
|
||||||
|
The expected progression is:
|
||||||
|
|
||||||
|
```text
|
||||||
|
Contributor → manages tasks
|
||||||
|
Project Owner → drives milestones and delivery
|
||||||
|
Manager → manages projects, priorities, risks and escalation
|
||||||
|
Technology Leader → manages portfolio, capacity, outcomes and organizational trade-offs
|
||||||
|
```
|
||||||
|
|
||||||
|
### Questions to Ask
|
||||||
|
|
||||||
|
- What information do I need to make a management decision?
|
||||||
|
- What should the project owner be responsible for maintaining?
|
||||||
|
- What requires my intervention?
|
||||||
|
- What can be standardized across every project?
|
||||||
|
- Is the process helping delivery, or merely creating administration?
|
||||||
|
|
||||||
|
## Meeting Scenario
|
||||||
|
|
||||||
|
**Situation:**
|
||||||
|
|
||||||
|
A project owner gives you an update, but the information does not make it clear whether the project will achieve its intended outcome.
|
||||||
|
|
||||||
|
**Possible response:**
|
||||||
|
|
||||||
|
> Let's bring this back to the project plan. Show me where we are against the next meaningful checkpoint, what is at risk, and what decision or help you need from me.
|
||||||
|
|
||||||
|
## Key Takeaways
|
||||||
|
|
||||||
|
- The purpose of project management is predictable delivery, not documentation for its own sake.
|
||||||
|
- Project owners should own increasingly more of the planning and maintenance.
|
||||||
|
- Your role is to challenge assumptions, establish priorities, remove/escalate blockers, and manage the portfolio.
|
||||||
|
- Every concept learned should eventually contribute to one lightweight common project template.
|
||||||
|
- The final system should make exceptions and problems visible without requiring you to inspect every task.
|
||||||
|
|
||||||
|
## Related Concepts
|
||||||
|
|
||||||
|
- [[Projects vs Operations]]
|
||||||
|
- [[Project Outcome]]
|
||||||
|
- [[Definition of Done]]
|
||||||
|
- [[Scope]]
|
||||||
|
- [[Milestone]]
|
||||||
|
- [[Dependencies]]
|
||||||
|
- [[Capacity]]
|
||||||
|
- [[Risk]]
|
||||||
|
- [[Project Health]]
|
||||||
|
- [[Portfolio Management]]
|
||||||
@@ -0,0 +1,103 @@
|
|||||||
|
# Dependencies
|
||||||
|
Duration: 30–40 minutes
|
||||||
|
|
||||||
|
## Definition
|
||||||
|
|
||||||
|
Identify work, people, teams, vendors, and decisions that can block delivery.
|
||||||
|
|
||||||
|
This lesson is part of the Project Management track and builds on the concepts learned in the previous lessons.
|
||||||
|
|
||||||
|
## Simple Mental Model
|
||||||
|
|
||||||
|
The goal is not to add project-management bureaucracy. The goal is to make the project easier to understand, predict, and manage.
|
||||||
|
|
||||||
|
## How It Works
|
||||||
|
|
||||||
|
We will examine this concept through four levels:
|
||||||
|
|
||||||
|
1. What the concept means.
|
||||||
|
2. How a project owner should use it.
|
||||||
|
3. How you should review or challenge it as the manager.
|
||||||
|
4. How it should eventually appear in your project-management system.
|
||||||
|
|
||||||
|
## Example
|
||||||
|
|
||||||
|
The exercises for this lesson should use real projects from your environment such as Umami, Mogador, QA automation, data governance, website/Product initiatives, or projects dependent on DevOps and Security.
|
||||||
|
|
||||||
|
The objective is to move from theory to a repeatable management practice.
|
||||||
|
|
||||||
|
## How It Fits Into the Bigger Picture
|
||||||
|
|
||||||
|
The course builds progressively:
|
||||||
|
|
||||||
|
- Project vs operations establishes what kind of work we are managing.
|
||||||
|
- Outcomes and Definition of Done establish what success means.
|
||||||
|
- Scope establishes the project's boundaries.
|
||||||
|
- Milestones establish meaningful progress.
|
||||||
|
- Dependencies, estimation, prioritization, capacity, risks, and health make delivery more predictable.
|
||||||
|
- Status reporting, meetings, ownership, and portfolio management make the system scalable.
|
||||||
|
- Closing and the final PM system turn the concepts into an operating method.
|
||||||
|
|
||||||
|
## My Company / Real-World Context
|
||||||
|
|
||||||
|
Your team works across departmental projects, Product work, operational incidents, tickets, data, QA, SEO/WCAG, and dependencies on IT teams such as DevOps and Security.
|
||||||
|
|
||||||
|
The lesson should therefore be applied to an environment where:
|
||||||
|
|
||||||
|
- Project owners are usually members of your own team rather than dedicated PMs.
|
||||||
|
- Operational work regularly interrupts project work.
|
||||||
|
- Product and IT are important cross-functional partners.
|
||||||
|
- You need portfolio-level visibility without personally maintaining every task.
|
||||||
|
- Project owners should increasingly draft and maintain their own project plans while you validate, challenge, prioritize, and escalate.
|
||||||
|
|
||||||
|
## CTO Perspective
|
||||||
|
|
||||||
|
The leadership objective is to move progressively from personally coordinating work toward building a management system that produces reliable outcomes.
|
||||||
|
|
||||||
|
The expected progression is:
|
||||||
|
|
||||||
|
```text
|
||||||
|
Contributor → manages tasks
|
||||||
|
Project Owner → drives milestones and delivery
|
||||||
|
Manager → manages projects, priorities, risks and escalation
|
||||||
|
Technology Leader → manages portfolio, capacity, outcomes and organizational trade-offs
|
||||||
|
```
|
||||||
|
|
||||||
|
### Questions to Ask
|
||||||
|
|
||||||
|
- What information do I need to make a management decision?
|
||||||
|
- What should the project owner be responsible for maintaining?
|
||||||
|
- What requires my intervention?
|
||||||
|
- What can be standardized across every project?
|
||||||
|
- Is the process helping delivery, or merely creating administration?
|
||||||
|
|
||||||
|
## Meeting Scenario
|
||||||
|
|
||||||
|
**Situation:**
|
||||||
|
|
||||||
|
A project owner gives you an update, but the information does not make it clear whether the project will achieve its intended outcome.
|
||||||
|
|
||||||
|
**Possible response:**
|
||||||
|
|
||||||
|
> Let's bring this back to the project plan. Show me where we are against the next meaningful checkpoint, what is at risk, and what decision or help you need from me.
|
||||||
|
|
||||||
|
## Key Takeaways
|
||||||
|
|
||||||
|
- The purpose of project management is predictable delivery, not documentation for its own sake.
|
||||||
|
- Project owners should own increasingly more of the planning and maintenance.
|
||||||
|
- Your role is to challenge assumptions, establish priorities, remove/escalate blockers, and manage the portfolio.
|
||||||
|
- Every concept learned should eventually contribute to one lightweight common project template.
|
||||||
|
- The final system should make exceptions and problems visible without requiring you to inspect every task.
|
||||||
|
|
||||||
|
## Related Concepts
|
||||||
|
|
||||||
|
- [[Projects vs Operations]]
|
||||||
|
- [[Project Outcome]]
|
||||||
|
- [[Definition of Done]]
|
||||||
|
- [[Scope]]
|
||||||
|
- [[Milestone]]
|
||||||
|
- [[Dependencies]]
|
||||||
|
- [[Capacity]]
|
||||||
|
- [[Risk]]
|
||||||
|
- [[Project Health]]
|
||||||
|
- [[Portfolio Management]]
|
||||||
@@ -0,0 +1,103 @@
|
|||||||
|
# Estimation and Forecasting
|
||||||
|
Duration: 30–40 minutes
|
||||||
|
|
||||||
|
## Definition
|
||||||
|
|
||||||
|
Build realistic estimates and distinguish estimates, targets, and commitments.
|
||||||
|
|
||||||
|
This lesson is part of the Project Management track and builds on the concepts learned in the previous lessons.
|
||||||
|
|
||||||
|
## Simple Mental Model
|
||||||
|
|
||||||
|
The goal is not to add project-management bureaucracy. The goal is to make the project easier to understand, predict, and manage.
|
||||||
|
|
||||||
|
## How It Works
|
||||||
|
|
||||||
|
We will examine this concept through four levels:
|
||||||
|
|
||||||
|
1. What the concept means.
|
||||||
|
2. How a project owner should use it.
|
||||||
|
3. How you should review or challenge it as the manager.
|
||||||
|
4. How it should eventually appear in your project-management system.
|
||||||
|
|
||||||
|
## Example
|
||||||
|
|
||||||
|
The exercises for this lesson should use real projects from your environment such as Umami, Mogador, QA automation, data governance, website/Product initiatives, or projects dependent on DevOps and Security.
|
||||||
|
|
||||||
|
The objective is to move from theory to a repeatable management practice.
|
||||||
|
|
||||||
|
## How It Fits Into the Bigger Picture
|
||||||
|
|
||||||
|
The course builds progressively:
|
||||||
|
|
||||||
|
- Project vs operations establishes what kind of work we are managing.
|
||||||
|
- Outcomes and Definition of Done establish what success means.
|
||||||
|
- Scope establishes the project's boundaries.
|
||||||
|
- Milestones establish meaningful progress.
|
||||||
|
- Dependencies, estimation, prioritization, capacity, risks, and health make delivery more predictable.
|
||||||
|
- Status reporting, meetings, ownership, and portfolio management make the system scalable.
|
||||||
|
- Closing and the final PM system turn the concepts into an operating method.
|
||||||
|
|
||||||
|
## My Company / Real-World Context
|
||||||
|
|
||||||
|
Your team works across departmental projects, Product work, operational incidents, tickets, data, QA, SEO/WCAG, and dependencies on IT teams such as DevOps and Security.
|
||||||
|
|
||||||
|
The lesson should therefore be applied to an environment where:
|
||||||
|
|
||||||
|
- Project owners are usually members of your own team rather than dedicated PMs.
|
||||||
|
- Operational work regularly interrupts project work.
|
||||||
|
- Product and IT are important cross-functional partners.
|
||||||
|
- You need portfolio-level visibility without personally maintaining every task.
|
||||||
|
- Project owners should increasingly draft and maintain their own project plans while you validate, challenge, prioritize, and escalate.
|
||||||
|
|
||||||
|
## CTO Perspective
|
||||||
|
|
||||||
|
The leadership objective is to move progressively from personally coordinating work toward building a management system that produces reliable outcomes.
|
||||||
|
|
||||||
|
The expected progression is:
|
||||||
|
|
||||||
|
```text
|
||||||
|
Contributor → manages tasks
|
||||||
|
Project Owner → drives milestones and delivery
|
||||||
|
Manager → manages projects, priorities, risks and escalation
|
||||||
|
Technology Leader → manages portfolio, capacity, outcomes and organizational trade-offs
|
||||||
|
```
|
||||||
|
|
||||||
|
### Questions to Ask
|
||||||
|
|
||||||
|
- What information do I need to make a management decision?
|
||||||
|
- What should the project owner be responsible for maintaining?
|
||||||
|
- What requires my intervention?
|
||||||
|
- What can be standardized across every project?
|
||||||
|
- Is the process helping delivery, or merely creating administration?
|
||||||
|
|
||||||
|
## Meeting Scenario
|
||||||
|
|
||||||
|
**Situation:**
|
||||||
|
|
||||||
|
A project owner gives you an update, but the information does not make it clear whether the project will achieve its intended outcome.
|
||||||
|
|
||||||
|
**Possible response:**
|
||||||
|
|
||||||
|
> Let's bring this back to the project plan. Show me where we are against the next meaningful checkpoint, what is at risk, and what decision or help you need from me.
|
||||||
|
|
||||||
|
## Key Takeaways
|
||||||
|
|
||||||
|
- The purpose of project management is predictable delivery, not documentation for its own sake.
|
||||||
|
- Project owners should own increasingly more of the planning and maintenance.
|
||||||
|
- Your role is to challenge assumptions, establish priorities, remove/escalate blockers, and manage the portfolio.
|
||||||
|
- Every concept learned should eventually contribute to one lightweight common project template.
|
||||||
|
- The final system should make exceptions and problems visible without requiring you to inspect every task.
|
||||||
|
|
||||||
|
## Related Concepts
|
||||||
|
|
||||||
|
- [[Projects vs Operations]]
|
||||||
|
- [[Project Outcome]]
|
||||||
|
- [[Definition of Done]]
|
||||||
|
- [[Scope]]
|
||||||
|
- [[Milestone]]
|
||||||
|
- [[Dependencies]]
|
||||||
|
- [[Capacity]]
|
||||||
|
- [[Risk]]
|
||||||
|
- [[Project Health]]
|
||||||
|
- [[Portfolio Management]]
|
||||||
@@ -0,0 +1,103 @@
|
|||||||
|
# Meetings and Follow-up
|
||||||
|
Duration: 30–40 minutes
|
||||||
|
|
||||||
|
## Definition
|
||||||
|
|
||||||
|
Run project meetings around decisions, blockers, ownership, and next actions.
|
||||||
|
|
||||||
|
This lesson is part of the Project Management track and builds on the concepts learned in the previous lessons.
|
||||||
|
|
||||||
|
## Simple Mental Model
|
||||||
|
|
||||||
|
The goal is not to add project-management bureaucracy. The goal is to make the project easier to understand, predict, and manage.
|
||||||
|
|
||||||
|
## How It Works
|
||||||
|
|
||||||
|
We will examine this concept through four levels:
|
||||||
|
|
||||||
|
1. What the concept means.
|
||||||
|
2. How a project owner should use it.
|
||||||
|
3. How you should review or challenge it as the manager.
|
||||||
|
4. How it should eventually appear in your project-management system.
|
||||||
|
|
||||||
|
## Example
|
||||||
|
|
||||||
|
The exercises for this lesson should use real projects from your environment such as Umami, Mogador, QA automation, data governance, website/Product initiatives, or projects dependent on DevOps and Security.
|
||||||
|
|
||||||
|
The objective is to move from theory to a repeatable management practice.
|
||||||
|
|
||||||
|
## How It Fits Into the Bigger Picture
|
||||||
|
|
||||||
|
The course builds progressively:
|
||||||
|
|
||||||
|
- Project vs operations establishes what kind of work we are managing.
|
||||||
|
- Outcomes and Definition of Done establish what success means.
|
||||||
|
- Scope establishes the project's boundaries.
|
||||||
|
- Milestones establish meaningful progress.
|
||||||
|
- Dependencies, estimation, prioritization, capacity, risks, and health make delivery more predictable.
|
||||||
|
- Status reporting, meetings, ownership, and portfolio management make the system scalable.
|
||||||
|
- Closing and the final PM system turn the concepts into an operating method.
|
||||||
|
|
||||||
|
## My Company / Real-World Context
|
||||||
|
|
||||||
|
Your team works across departmental projects, Product work, operational incidents, tickets, data, QA, SEO/WCAG, and dependencies on IT teams such as DevOps and Security.
|
||||||
|
|
||||||
|
The lesson should therefore be applied to an environment where:
|
||||||
|
|
||||||
|
- Project owners are usually members of your own team rather than dedicated PMs.
|
||||||
|
- Operational work regularly interrupts project work.
|
||||||
|
- Product and IT are important cross-functional partners.
|
||||||
|
- You need portfolio-level visibility without personally maintaining every task.
|
||||||
|
- Project owners should increasingly draft and maintain their own project plans while you validate, challenge, prioritize, and escalate.
|
||||||
|
|
||||||
|
## CTO Perspective
|
||||||
|
|
||||||
|
The leadership objective is to move progressively from personally coordinating work toward building a management system that produces reliable outcomes.
|
||||||
|
|
||||||
|
The expected progression is:
|
||||||
|
|
||||||
|
```text
|
||||||
|
Contributor → manages tasks
|
||||||
|
Project Owner → drives milestones and delivery
|
||||||
|
Manager → manages projects, priorities, risks and escalation
|
||||||
|
Technology Leader → manages portfolio, capacity, outcomes and organizational trade-offs
|
||||||
|
```
|
||||||
|
|
||||||
|
### Questions to Ask
|
||||||
|
|
||||||
|
- What information do I need to make a management decision?
|
||||||
|
- What should the project owner be responsible for maintaining?
|
||||||
|
- What requires my intervention?
|
||||||
|
- What can be standardized across every project?
|
||||||
|
- Is the process helping delivery, or merely creating administration?
|
||||||
|
|
||||||
|
## Meeting Scenario
|
||||||
|
|
||||||
|
**Situation:**
|
||||||
|
|
||||||
|
A project owner gives you an update, but the information does not make it clear whether the project will achieve its intended outcome.
|
||||||
|
|
||||||
|
**Possible response:**
|
||||||
|
|
||||||
|
> Let's bring this back to the project plan. Show me where we are against the next meaningful checkpoint, what is at risk, and what decision or help you need from me.
|
||||||
|
|
||||||
|
## Key Takeaways
|
||||||
|
|
||||||
|
- The purpose of project management is predictable delivery, not documentation for its own sake.
|
||||||
|
- Project owners should own increasingly more of the planning and maintenance.
|
||||||
|
- Your role is to challenge assumptions, establish priorities, remove/escalate blockers, and manage the portfolio.
|
||||||
|
- Every concept learned should eventually contribute to one lightweight common project template.
|
||||||
|
- The final system should make exceptions and problems visible without requiring you to inspect every task.
|
||||||
|
|
||||||
|
## Related Concepts
|
||||||
|
|
||||||
|
- [[Projects vs Operations]]
|
||||||
|
- [[Project Outcome]]
|
||||||
|
- [[Definition of Done]]
|
||||||
|
- [[Scope]]
|
||||||
|
- [[Milestone]]
|
||||||
|
- [[Dependencies]]
|
||||||
|
- [[Capacity]]
|
||||||
|
- [[Risk]]
|
||||||
|
- [[Project Health]]
|
||||||
|
- [[Portfolio Management]]
|
||||||
@@ -0,0 +1,673 @@
|
|||||||
|
Duration: 30–35 minutes
|
||||||
|
|
||||||
|
## Definition
|
||||||
|
|
||||||
|
A **task** is a specific piece of work that needs to be performed.
|
||||||
|
|
||||||
|
A **milestone** is a significant checkpoint that demonstrates meaningful progress toward the project's outcome.
|
||||||
|
|
||||||
|
The distinction matters because managers can easily drown in hundreds of tasks when what they actually need to understand is:
|
||||||
|
|
||||||
|
> **Is the project progressing toward its outcome?**
|
||||||
|
|
||||||
|
### Task
|
||||||
|
|
||||||
|
Examples:
|
||||||
|
|
||||||
|
- Configure DNS
|
||||||
|
|
||||||
|
- Create database
|
||||||
|
|
||||||
|
- Implement tracking script
|
||||||
|
|
||||||
|
- Write test cases
|
||||||
|
|
||||||
|
- Review documentation
|
||||||
|
|
||||||
|
- Configure deployment pipeline
|
||||||
|
|
||||||
|
|
||||||
|
Tasks represent **work**.
|
||||||
|
|
||||||
|
### Milestone
|
||||||
|
|
||||||
|
Examples:
|
||||||
|
|
||||||
|
- Infrastructure ready
|
||||||
|
|
||||||
|
- Tracking implementation complete
|
||||||
|
|
||||||
|
- Data validation approved
|
||||||
|
|
||||||
|
- Production launch complete
|
||||||
|
|
||||||
|
- Operational handoff complete
|
||||||
|
|
||||||
|
|
||||||
|
Milestones represent **meaningful states reached by the project**.
|
||||||
|
|
||||||
|
---
|
||||||
|
|
||||||
|
## Simple Mental Model
|
||||||
|
|
||||||
|
Think:
|
||||||
|
|
||||||
|
> **Tasks tell the team what to do.**
|
||||||
|
> **Milestones tell the manager where the project is.**
|
||||||
|
|
||||||
|
Or:
|
||||||
|
|
||||||
|
```text
|
||||||
|
TASKS → TASKS → TASKS → MILESTONE
|
||||||
|
↓
|
||||||
|
TASKS → TASKS → TASKS → MILESTONE
|
||||||
|
↓
|
||||||
|
TASKS → TASKS → TASKS → PROJECT DONE
|
||||||
|
```
|
||||||
|
|
||||||
|
You don't necessarily need to know whether task #37 is complete.
|
||||||
|
|
||||||
|
You often need to know:
|
||||||
|
|
||||||
|
> "Have we reached the production-ready milestone?"
|
||||||
|
|
||||||
|
---
|
||||||
|
|
||||||
|
## How It Works
|
||||||
|
|
||||||
|
Consider a project to implement Umami.
|
||||||
|
|
||||||
|
The project could contain dozens of tasks:
|
||||||
|
|
||||||
|
```text
|
||||||
|
- Create server
|
||||||
|
- Configure database
|
||||||
|
- Configure DNS
|
||||||
|
- Configure SSL
|
||||||
|
- Deploy Umami
|
||||||
|
- Configure authentication
|
||||||
|
- Add tracking script
|
||||||
|
- Configure events
|
||||||
|
- Test page views
|
||||||
|
- Test custom events
|
||||||
|
- Validate traffic
|
||||||
|
- Compare data
|
||||||
|
- Create dashboard
|
||||||
|
- Write documentation
|
||||||
|
- Train users
|
||||||
|
...
|
||||||
|
```
|
||||||
|
|
||||||
|
All legitimate work.
|
||||||
|
|
||||||
|
But imagine you're managing 12 projects.
|
||||||
|
|
||||||
|
You cannot effectively manage:
|
||||||
|
|
||||||
|
> 15 tasks × 12 projects = 180 individual tasks
|
||||||
|
|
||||||
|
And that's a small example.
|
||||||
|
|
||||||
|
Instead, you might manage Umami through five milestones:
|
||||||
|
|
||||||
|
```text
|
||||||
|
1. Infrastructure ready
|
||||||
|
↓
|
||||||
|
2. Tracking implemented
|
||||||
|
↓
|
||||||
|
3. Data validated
|
||||||
|
↓
|
||||||
|
4. Reporting available
|
||||||
|
↓
|
||||||
|
5. Production handoff complete
|
||||||
|
```
|
||||||
|
|
||||||
|
The project owner manages the tasks required to reach those milestones.
|
||||||
|
|
||||||
|
You manage primarily through the milestones.
|
||||||
|
|
||||||
|
---
|
||||||
|
|
||||||
|
## What Makes a Good Milestone?
|
||||||
|
|
||||||
|
A milestone should represent a **meaningful state**, not merely arbitrary progress.
|
||||||
|
|
||||||
|
Weak:
|
||||||
|
|
||||||
|
> 50% development complete
|
||||||
|
|
||||||
|
Better:
|
||||||
|
|
||||||
|
> Tracking implementation complete and ready for QA
|
||||||
|
|
||||||
|
Weak:
|
||||||
|
|
||||||
|
> Worked on infrastructure
|
||||||
|
|
||||||
|
Better:
|
||||||
|
|
||||||
|
> Production infrastructure ready
|
||||||
|
|
||||||
|
Weak:
|
||||||
|
|
||||||
|
> Meeting with Product completed
|
||||||
|
|
||||||
|
Better:
|
||||||
|
|
||||||
|
> Requirements approved by Product
|
||||||
|
|
||||||
|
The second versions tell you something important about the project's state.
|
||||||
|
|
||||||
|
---
|
||||||
|
|
||||||
|
### Milestones should be verifiable
|
||||||
|
|
||||||
|
Someone should be able to ask:
|
||||||
|
|
||||||
|
> "Did we reach this milestone?"
|
||||||
|
|
||||||
|
and get a reasonably objective answer.
|
||||||
|
|
||||||
|
For example:
|
||||||
|
|
||||||
|
> **Data validation complete**
|
||||||
|
|
||||||
|
means agreed validation has occurred and the results were accepted.
|
||||||
|
|
||||||
|
Compare that with:
|
||||||
|
|
||||||
|
> **Data validation underway**
|
||||||
|
|
||||||
|
That's a status, not a milestone.
|
||||||
|
|
||||||
|
---
|
||||||
|
|
||||||
|
## Example
|
||||||
|
|
||||||
|
Let's use your **Pipeline QA d'automatisation** project.
|
||||||
|
|
||||||
|
### Outcome
|
||||||
|
|
||||||
|
> Critical website functionality can be automatically validated before production releases, reducing manual QA effort and identifying regressions earlier.
|
||||||
|
|
||||||
|
### Possible Milestones
|
||||||
|
|
||||||
|
**Milestone 1: Requirements approved**
|
||||||
|
|
||||||
|
The team agrees on:
|
||||||
|
|
||||||
|
- Which user journeys are critical
|
||||||
|
|
||||||
|
- What should be automated
|
||||||
|
|
||||||
|
- What remains manual
|
||||||
|
|
||||||
|
|
||||||
|
---
|
||||||
|
|
||||||
|
**Milestone 2: Proof of concept validated**
|
||||||
|
|
||||||
|
A small number of tests successfully run automatically.
|
||||||
|
|
||||||
|
This reduces an important uncertainty:
|
||||||
|
|
||||||
|
> Can our proposed approach actually work?
|
||||||
|
|
||||||
|
---
|
||||||
|
|
||||||
|
**Milestone 3: Critical test suite complete**
|
||||||
|
|
||||||
|
The agreed critical scenarios have been automated.
|
||||||
|
|
||||||
|
---
|
||||||
|
|
||||||
|
**Milestone 4: Deployment integration complete**
|
||||||
|
|
||||||
|
Tests run as part of the agreed deployment workflow.
|
||||||
|
|
||||||
|
---
|
||||||
|
|
||||||
|
**Milestone 5: QA acceptance complete**
|
||||||
|
|
||||||
|
QA validates that the automation meets the agreed requirements.
|
||||||
|
|
||||||
|
---
|
||||||
|
|
||||||
|
**Milestone 6: Operational handoff complete**
|
||||||
|
|
||||||
|
Documentation exists, ownership is established, and the system can move from project work into operations.
|
||||||
|
|
||||||
|
Now compare that with:
|
||||||
|
|
||||||
|
> Project is 70% complete.
|
||||||
|
|
||||||
|
"70%" tells you surprisingly little.
|
||||||
|
|
||||||
|
Knowing:
|
||||||
|
|
||||||
|
> "The critical test suite is complete, but deployment integration hasn't started"
|
||||||
|
|
||||||
|
tells you much more.
|
||||||
|
|
||||||
|
---
|
||||||
|
|
||||||
|
## How It Fits Into the Bigger Picture
|
||||||
|
|
||||||
|
The first four lessons now build directly on each other.
|
||||||
|
|
||||||
|
### [[Projects vs Operations]]
|
||||||
|
|
||||||
|
> Is this temporary work?
|
||||||
|
|
||||||
|
### [[Outcomes and Definition of Done]]
|
||||||
|
|
||||||
|
> What are we trying to accomplish, and what counts as finished?
|
||||||
|
|
||||||
|
### [[Scope and Scope Creep]]
|
||||||
|
|
||||||
|
> What work belongs inside the project?
|
||||||
|
|
||||||
|
### [[Milestones vs Tasks]]
|
||||||
|
|
||||||
|
> What meaningful checkpoints show us that we're getting there?
|
||||||
|
|
||||||
|
Together:
|
||||||
|
|
||||||
|
```text
|
||||||
|
OUTCOME
|
||||||
|
│
|
||||||
|
Where are we going?
|
||||||
|
│
|
||||||
|
▼
|
||||||
|
SCOPE
|
||||||
|
│
|
||||||
|
What are we delivering?
|
||||||
|
│
|
||||||
|
▼
|
||||||
|
MILESTONES
|
||||||
|
│
|
||||||
|
How do we know we're
|
||||||
|
making progress?
|
||||||
|
│
|
||||||
|
▼
|
||||||
|
TASKS
|
||||||
|
│
|
||||||
|
What needs doing?
|
||||||
|
│
|
||||||
|
▼
|
||||||
|
DEFINITION OF DONE
|
||||||
|
```
|
||||||
|
|
||||||
|
This order is important.
|
||||||
|
|
||||||
|
A common mistake is starting immediately with:
|
||||||
|
|
||||||
|
> "Let's create all the Jira tasks."
|
||||||
|
|
||||||
|
But you haven't necessarily established what the project is trying to accomplish yet.
|
||||||
|
|
||||||
|
---
|
||||||
|
|
||||||
|
## My Company / Real-World Context
|
||||||
|
|
||||||
|
This concept is particularly relevant to how you should eventually divide responsibility between yourself and your project owners.
|
||||||
|
|
||||||
|
You shouldn't need to manage every task performed by your integrators, analysts, QA, or SEO/WCAG person.
|
||||||
|
|
||||||
|
The eventual system could look like:
|
||||||
|
|
||||||
|
```text
|
||||||
|
PROJECT OWNER
|
||||||
|
│
|
||||||
|
├── Tasks
|
||||||
|
├── Detailed sequencing
|
||||||
|
├── Day-to-day follow-up
|
||||||
|
└── Contributors
|
||||||
|
│
|
||||||
|
▼
|
||||||
|
MILESTONES
|
||||||
|
│
|
||||||
|
▼
|
||||||
|
YOU
|
||||||
|
```
|
||||||
|
|
||||||
|
The project owner should be able to tell you:
|
||||||
|
|
||||||
|
> "We're targeting milestone 3 for August 15."
|
||||||
|
|
||||||
|
Your job becomes asking:
|
||||||
|
|
||||||
|
> "Are we still going to hit August 15?"
|
||||||
|
|
||||||
|
rather than:
|
||||||
|
|
||||||
|
> "Did Jean complete Jira ticket ABC-234?"
|
||||||
|
|
||||||
|
That is a significant difference between **managing projects** and **managing people's task lists**.
|
||||||
|
|
||||||
|
---
|
||||||
|
|
||||||
|
### Your Monday board
|
||||||
|
|
||||||
|
This also gives us our first clue about what might eventually change in Monday.
|
||||||
|
|
||||||
|
Your current portfolio has broad timelines.
|
||||||
|
|
||||||
|
For example:
|
||||||
|
|
||||||
|
```text
|
||||||
|
Suppression de Mogador
|
||||||
|
April 2026 ───────────────── January 2027
|
||||||
|
```
|
||||||
|
|
||||||
|
That tells you the project exists for approximately nine months.
|
||||||
|
|
||||||
|
But imagine instead seeing:
|
||||||
|
|
||||||
|
```text
|
||||||
|
Suppression de Mogador
|
||||||
|
|
||||||
|
Health: 🟡
|
||||||
|
|
||||||
|
Current milestone:
|
||||||
|
Replacement synchronization validated
|
||||||
|
|
||||||
|
Target:
|
||||||
|
September 15
|
||||||
|
|
||||||
|
Next milestone:
|
||||||
|
Production cutover
|
||||||
|
|
||||||
|
Target:
|
||||||
|
October 10
|
||||||
|
```
|
||||||
|
|
||||||
|
Suddenly you can understand the project without opening its entire task list.
|
||||||
|
|
||||||
|
We aren't modifying Monday yet, but this is one concept that will eventually influence the design.
|
||||||
|
|
||||||
|
---
|
||||||
|
|
||||||
|
## Milestones and Dates
|
||||||
|
|
||||||
|
Milestones usually have target dates.
|
||||||
|
|
||||||
|
This is where something important happens with the problem you've already identified:
|
||||||
|
|
||||||
|
> Your projects frequently get interrupted by operations.
|
||||||
|
|
||||||
|
Suppose:
|
||||||
|
|
||||||
|
```text
|
||||||
|
Milestone:
|
||||||
|
Tracking implementation complete
|
||||||
|
|
||||||
|
Target:
|
||||||
|
August 15
|
||||||
|
```
|
||||||
|
|
||||||
|
August 15 arrives.
|
||||||
|
|
||||||
|
The milestone isn't complete because the owner spent eight days dealing with production incidents.
|
||||||
|
|
||||||
|
Don't simply change:
|
||||||
|
|
||||||
|
> August 15 → August 30
|
||||||
|
|
||||||
|
and move on.
|
||||||
|
|
||||||
|
The missed milestone contains **management information**.
|
||||||
|
|
||||||
|
You want to understand:
|
||||||
|
|
||||||
|
> Why did we miss it?
|
||||||
|
|
||||||
|
Possible reasons:
|
||||||
|
|
||||||
|
- Scope increased
|
||||||
|
|
||||||
|
- Estimate was wrong
|
||||||
|
|
||||||
|
- Operational interruptions
|
||||||
|
|
||||||
|
- Dependency wasn't available
|
||||||
|
|
||||||
|
- Owner didn't execute
|
||||||
|
|
||||||
|
- Requirements weren't clear
|
||||||
|
|
||||||
|
- Priority changed
|
||||||
|
|
||||||
|
- Technical problem appeared
|
||||||
|
|
||||||
|
|
||||||
|
Those causes require completely different management responses.
|
||||||
|
|
||||||
|
A milestone isn't only a deadline.
|
||||||
|
|
||||||
|
It creates a **checkpoint where reality meets the plan**.
|
||||||
|
|
||||||
|
---
|
||||||
|
|
||||||
|
## Milestone vs Deadline
|
||||||
|
|
||||||
|
They're related but not identical.
|
||||||
|
|
||||||
|
A **deadline** says:
|
||||||
|
|
||||||
|
> Something must happen by this date.
|
||||||
|
|
||||||
|
A **milestone** says:
|
||||||
|
|
||||||
|
> The project has reached this meaningful state.
|
||||||
|
|
||||||
|
A milestone commonly has a target date:
|
||||||
|
|
||||||
|
> **Milestone:** Data validation complete
|
||||||
|
> **Target:** September 30
|
||||||
|
|
||||||
|
This gives you both:
|
||||||
|
|
||||||
|
**What should be true + when we expect it to be true.**
|
||||||
|
|
||||||
|
---
|
||||||
|
|
||||||
|
## CTO Perspective
|
||||||
|
|
||||||
|
As you move higher in an organization, the level at which you manage should change.
|
||||||
|
|
||||||
|
An integrator might think about:
|
||||||
|
|
||||||
|
> What code needs to be written today?
|
||||||
|
|
||||||
|
A project owner might think about:
|
||||||
|
|
||||||
|
> What work needs to happen to reach the next milestone?
|
||||||
|
|
||||||
|
You might think about:
|
||||||
|
|
||||||
|
> Which projects aren't reaching their milestones?
|
||||||
|
|
||||||
|
A CTO might think about:
|
||||||
|
|
||||||
|
> Which strategic initiatives aren't delivering their expected outcomes?
|
||||||
|
|
||||||
|
Think of it as levels:
|
||||||
|
|
||||||
|
```text
|
||||||
|
EXECUTIVE
|
||||||
|
Outcomes
|
||||||
|
↑
|
||||||
|
YOU
|
||||||
|
Projects / Milestones
|
||||||
|
↑
|
||||||
|
PROJECT OWNER
|
||||||
|
Milestones / Tasks
|
||||||
|
↑
|
||||||
|
CONTRIBUTOR
|
||||||
|
Tasks
|
||||||
|
```
|
||||||
|
|
||||||
|
This doesn't mean a CTO never looks at a task.
|
||||||
|
|
||||||
|
It means they **shouldn't need to manage through tasks under normal circumstances**.
|
||||||
|
|
||||||
|
---
|
||||||
|
|
||||||
|
### Milestones also create accountability
|
||||||
|
|
||||||
|
Suppose one of your project owners says:
|
||||||
|
|
||||||
|
> "The project is going well."
|
||||||
|
|
||||||
|
Your response can be:
|
||||||
|
|
||||||
|
> "What's the next milestone?"
|
||||||
|
|
||||||
|
They answer:
|
||||||
|
|
||||||
|
> "Data validation."
|
||||||
|
|
||||||
|
You ask:
|
||||||
|
|
||||||
|
> "When?"
|
||||||
|
|
||||||
|
> "August 20."
|
||||||
|
|
||||||
|
Then August 20 gives you an objective point to review.
|
||||||
|
|
||||||
|
Without milestones, project updates easily become:
|
||||||
|
|
||||||
|
> "Still working on it."
|
||||||
|
|
||||||
|
> "Making progress."
|
||||||
|
|
||||||
|
> "Almost there."
|
||||||
|
|
||||||
|
> "Waiting on a couple things."
|
||||||
|
|
||||||
|
Those statements are difficult to manage.
|
||||||
|
|
||||||
|
---
|
||||||
|
|
||||||
|
### Don't create too many milestones
|
||||||
|
|
||||||
|
Milestones are supposed to simplify project visibility.
|
||||||
|
|
||||||
|
A three-month project probably doesn't need 25 milestones.
|
||||||
|
|
||||||
|
If every task becomes a milestone, you've recreated the task list.
|
||||||
|
|
||||||
|
A useful starting point might be around **3–7 meaningful milestones** for many of your projects, depending on size and complexity.
|
||||||
|
|
||||||
|
The exact number isn't the important part.
|
||||||
|
|
||||||
|
Ask:
|
||||||
|
|
||||||
|
> **Would I care if this checkpoint wasn't reached?**
|
||||||
|
|
||||||
|
If not, it probably doesn't need to be a portfolio-level milestone.
|
||||||
|
|
||||||
|
---
|
||||||
|
|
||||||
|
### Questions to Ask
|
||||||
|
|
||||||
|
- What are the major states this project must pass through before completion?
|
||||||
|
|
||||||
|
- What's the next milestone?
|
||||||
|
|
||||||
|
- Who owns reaching it?
|
||||||
|
|
||||||
|
- What's its target date?
|
||||||
|
|
||||||
|
- What must be true before we consider the milestone achieved?
|
||||||
|
|
||||||
|
- Are we still confident in the target?
|
||||||
|
|
||||||
|
- What could prevent us from reaching it?
|
||||||
|
|
||||||
|
- If we missed it, why?
|
||||||
|
|
||||||
|
- Was the cause scope, capacity, dependency, execution, or something else?
|
||||||
|
|
||||||
|
- Am I managing the project through meaningful checkpoints or micromanaging individual tasks?
|
||||||
|
|
||||||
|
|
||||||
|
---
|
||||||
|
|
||||||
|
## Meeting Scenario
|
||||||
|
|
||||||
|
**Situation:**
|
||||||
|
|
||||||
|
You ask a project owner:
|
||||||
|
|
||||||
|
> "How's the project going?"
|
||||||
|
|
||||||
|
They respond:
|
||||||
|
|
||||||
|
> "Pretty good. We completed about 18 tickets. There's still quite a bit left, but we're making progress."
|
||||||
|
|
||||||
|
This gives you very little useful information.
|
||||||
|
|
||||||
|
**Possible response:**
|
||||||
|
|
||||||
|
> What's the next milestone we're trying to reach, and are we still on track for its target date?
|
||||||
|
|
||||||
|
They respond:
|
||||||
|
|
||||||
|
> "The next milestone is production data validation on September 15. Development is nearly complete, but we're waiting on DevOps for the production environment, so September 15 is currently at risk."
|
||||||
|
|
||||||
|
Now you have something actionable.
|
||||||
|
|
||||||
|
The problem isn't:
|
||||||
|
|
||||||
|
> "18 tickets completed."
|
||||||
|
|
||||||
|
The management information is:
|
||||||
|
|
||||||
|
> **Milestone at risk because of a cross-team dependency.**
|
||||||
|
|
||||||
|
And because DevOps doesn't report to the project owner, that may be exactly the type of problem that should come to **you**.
|
||||||
|
|
||||||
|
---
|
||||||
|
|
||||||
|
## Key Takeaways
|
||||||
|
|
||||||
|
- **Tasks represent work. Milestones represent meaningful progress.**
|
||||||
|
|
||||||
|
- Project owners should generally manage detailed tasks.
|
||||||
|
|
||||||
|
- Managers should primarily manage projects through outcomes, milestones, risks, and blockers.
|
||||||
|
|
||||||
|
- Good milestones describe verifiable states such as "QA accepted" rather than vague activity such as "working on QA."
|
||||||
|
|
||||||
|
- Milestones should usually have target dates.
|
||||||
|
|
||||||
|
- A missed milestone is useful management information and should trigger understanding of **why** it was missed.
|
||||||
|
|
||||||
|
- Don't automatically move milestone dates without understanding the cause.
|
||||||
|
|
||||||
|
- Too many milestones defeats their purpose.
|
||||||
|
|
||||||
|
- Milestones help you manage multiple projects without micromanaging every task.
|
||||||
|
|
||||||
|
- As leadership responsibility increases, management should increasingly move from **tasks → milestones → outcomes**.
|
||||||
|
|
||||||
|
|
||||||
|
## Related Concepts
|
||||||
|
|
||||||
|
- [[Projects vs Operations]]
|
||||||
|
|
||||||
|
- [[Outcomes and Definition of Done]]
|
||||||
|
|
||||||
|
- [[Scope and Scope Creep]]
|
||||||
|
|
||||||
|
- [[Milestones vs Tasks]]
|
||||||
|
|
||||||
|
- [[Dependencies]]
|
||||||
|
|
||||||
|
- [[Capacity and WIP]]
|
||||||
|
|
||||||
|
- [[Project Health]]
|
||||||
|
|
||||||
|
- [[Portfolio Management]]
|
||||||
@@ -0,0 +1,103 @@
|
|||||||
|
# Ownership and Delegation
|
||||||
|
Duration: 30–40 minutes
|
||||||
|
|
||||||
|
## Definition
|
||||||
|
|
||||||
|
Make project ownership clear and develop team members who can drive projects.
|
||||||
|
|
||||||
|
This lesson is part of the Project Management track and builds on the concepts learned in the previous lessons.
|
||||||
|
|
||||||
|
## Simple Mental Model
|
||||||
|
|
||||||
|
The goal is not to add project-management bureaucracy. The goal is to make the project easier to understand, predict, and manage.
|
||||||
|
|
||||||
|
## How It Works
|
||||||
|
|
||||||
|
We will examine this concept through four levels:
|
||||||
|
|
||||||
|
1. What the concept means.
|
||||||
|
2. How a project owner should use it.
|
||||||
|
3. How you should review or challenge it as the manager.
|
||||||
|
4. How it should eventually appear in your project-management system.
|
||||||
|
|
||||||
|
## Example
|
||||||
|
|
||||||
|
The exercises for this lesson should use real projects from your environment such as Umami, Mogador, QA automation, data governance, website/Product initiatives, or projects dependent on DevOps and Security.
|
||||||
|
|
||||||
|
The objective is to move from theory to a repeatable management practice.
|
||||||
|
|
||||||
|
## How It Fits Into the Bigger Picture
|
||||||
|
|
||||||
|
The course builds progressively:
|
||||||
|
|
||||||
|
- Project vs operations establishes what kind of work we are managing.
|
||||||
|
- Outcomes and Definition of Done establish what success means.
|
||||||
|
- Scope establishes the project's boundaries.
|
||||||
|
- Milestones establish meaningful progress.
|
||||||
|
- Dependencies, estimation, prioritization, capacity, risks, and health make delivery more predictable.
|
||||||
|
- Status reporting, meetings, ownership, and portfolio management make the system scalable.
|
||||||
|
- Closing and the final PM system turn the concepts into an operating method.
|
||||||
|
|
||||||
|
## My Company / Real-World Context
|
||||||
|
|
||||||
|
Your team works across departmental projects, Product work, operational incidents, tickets, data, QA, SEO/WCAG, and dependencies on IT teams such as DevOps and Security.
|
||||||
|
|
||||||
|
The lesson should therefore be applied to an environment where:
|
||||||
|
|
||||||
|
- Project owners are usually members of your own team rather than dedicated PMs.
|
||||||
|
- Operational work regularly interrupts project work.
|
||||||
|
- Product and IT are important cross-functional partners.
|
||||||
|
- You need portfolio-level visibility without personally maintaining every task.
|
||||||
|
- Project owners should increasingly draft and maintain their own project plans while you validate, challenge, prioritize, and escalate.
|
||||||
|
|
||||||
|
## CTO Perspective
|
||||||
|
|
||||||
|
The leadership objective is to move progressively from personally coordinating work toward building a management system that produces reliable outcomes.
|
||||||
|
|
||||||
|
The expected progression is:
|
||||||
|
|
||||||
|
```text
|
||||||
|
Contributor → manages tasks
|
||||||
|
Project Owner → drives milestones and delivery
|
||||||
|
Manager → manages projects, priorities, risks and escalation
|
||||||
|
Technology Leader → manages portfolio, capacity, outcomes and organizational trade-offs
|
||||||
|
```
|
||||||
|
|
||||||
|
### Questions to Ask
|
||||||
|
|
||||||
|
- What information do I need to make a management decision?
|
||||||
|
- What should the project owner be responsible for maintaining?
|
||||||
|
- What requires my intervention?
|
||||||
|
- What can be standardized across every project?
|
||||||
|
- Is the process helping delivery, or merely creating administration?
|
||||||
|
|
||||||
|
## Meeting Scenario
|
||||||
|
|
||||||
|
**Situation:**
|
||||||
|
|
||||||
|
A project owner gives you an update, but the information does not make it clear whether the project will achieve its intended outcome.
|
||||||
|
|
||||||
|
**Possible response:**
|
||||||
|
|
||||||
|
> Let's bring this back to the project plan. Show me where we are against the next meaningful checkpoint, what is at risk, and what decision or help you need from me.
|
||||||
|
|
||||||
|
## Key Takeaways
|
||||||
|
|
||||||
|
- The purpose of project management is predictable delivery, not documentation for its own sake.
|
||||||
|
- Project owners should own increasingly more of the planning and maintenance.
|
||||||
|
- Your role is to challenge assumptions, establish priorities, remove/escalate blockers, and manage the portfolio.
|
||||||
|
- Every concept learned should eventually contribute to one lightweight common project template.
|
||||||
|
- The final system should make exceptions and problems visible without requiring you to inspect every task.
|
||||||
|
|
||||||
|
## Related Concepts
|
||||||
|
|
||||||
|
- [[Projects vs Operations]]
|
||||||
|
- [[Project Outcome]]
|
||||||
|
- [[Definition of Done]]
|
||||||
|
- [[Scope]]
|
||||||
|
- [[Milestone]]
|
||||||
|
- [[Dependencies]]
|
||||||
|
- [[Capacity]]
|
||||||
|
- [[Risk]]
|
||||||
|
- [[Project Health]]
|
||||||
|
- [[Portfolio Management]]
|
||||||
@@ -0,0 +1,103 @@
|
|||||||
|
# Portfolio Management
|
||||||
|
Duration: 30–40 minutes
|
||||||
|
|
||||||
|
## Definition
|
||||||
|
|
||||||
|
Manage the collection of projects as a system rather than independently.
|
||||||
|
|
||||||
|
This lesson is part of the Project Management track and builds on the concepts learned in the previous lessons.
|
||||||
|
|
||||||
|
## Simple Mental Model
|
||||||
|
|
||||||
|
The goal is not to add project-management bureaucracy. The goal is to make the project easier to understand, predict, and manage.
|
||||||
|
|
||||||
|
## How It Works
|
||||||
|
|
||||||
|
We will examine this concept through four levels:
|
||||||
|
|
||||||
|
1. What the concept means.
|
||||||
|
2. How a project owner should use it.
|
||||||
|
3. How you should review or challenge it as the manager.
|
||||||
|
4. How it should eventually appear in your project-management system.
|
||||||
|
|
||||||
|
## Example
|
||||||
|
|
||||||
|
The exercises for this lesson should use real projects from your environment such as Umami, Mogador, QA automation, data governance, website/Product initiatives, or projects dependent on DevOps and Security.
|
||||||
|
|
||||||
|
The objective is to move from theory to a repeatable management practice.
|
||||||
|
|
||||||
|
## How It Fits Into the Bigger Picture
|
||||||
|
|
||||||
|
The course builds progressively:
|
||||||
|
|
||||||
|
- Project vs operations establishes what kind of work we are managing.
|
||||||
|
- Outcomes and Definition of Done establish what success means.
|
||||||
|
- Scope establishes the project's boundaries.
|
||||||
|
- Milestones establish meaningful progress.
|
||||||
|
- Dependencies, estimation, prioritization, capacity, risks, and health make delivery more predictable.
|
||||||
|
- Status reporting, meetings, ownership, and portfolio management make the system scalable.
|
||||||
|
- Closing and the final PM system turn the concepts into an operating method.
|
||||||
|
|
||||||
|
## My Company / Real-World Context
|
||||||
|
|
||||||
|
Your team works across departmental projects, Product work, operational incidents, tickets, data, QA, SEO/WCAG, and dependencies on IT teams such as DevOps and Security.
|
||||||
|
|
||||||
|
The lesson should therefore be applied to an environment where:
|
||||||
|
|
||||||
|
- Project owners are usually members of your own team rather than dedicated PMs.
|
||||||
|
- Operational work regularly interrupts project work.
|
||||||
|
- Product and IT are important cross-functional partners.
|
||||||
|
- You need portfolio-level visibility without personally maintaining every task.
|
||||||
|
- Project owners should increasingly draft and maintain their own project plans while you validate, challenge, prioritize, and escalate.
|
||||||
|
|
||||||
|
## CTO Perspective
|
||||||
|
|
||||||
|
The leadership objective is to move progressively from personally coordinating work toward building a management system that produces reliable outcomes.
|
||||||
|
|
||||||
|
The expected progression is:
|
||||||
|
|
||||||
|
```text
|
||||||
|
Contributor → manages tasks
|
||||||
|
Project Owner → drives milestones and delivery
|
||||||
|
Manager → manages projects, priorities, risks and escalation
|
||||||
|
Technology Leader → manages portfolio, capacity, outcomes and organizational trade-offs
|
||||||
|
```
|
||||||
|
|
||||||
|
### Questions to Ask
|
||||||
|
|
||||||
|
- What information do I need to make a management decision?
|
||||||
|
- What should the project owner be responsible for maintaining?
|
||||||
|
- What requires my intervention?
|
||||||
|
- What can be standardized across every project?
|
||||||
|
- Is the process helping delivery, or merely creating administration?
|
||||||
|
|
||||||
|
## Meeting Scenario
|
||||||
|
|
||||||
|
**Situation:**
|
||||||
|
|
||||||
|
A project owner gives you an update, but the information does not make it clear whether the project will achieve its intended outcome.
|
||||||
|
|
||||||
|
**Possible response:**
|
||||||
|
|
||||||
|
> Let's bring this back to the project plan. Show me where we are against the next meaningful checkpoint, what is at risk, and what decision or help you need from me.
|
||||||
|
|
||||||
|
## Key Takeaways
|
||||||
|
|
||||||
|
- The purpose of project management is predictable delivery, not documentation for its own sake.
|
||||||
|
- Project owners should own increasingly more of the planning and maintenance.
|
||||||
|
- Your role is to challenge assumptions, establish priorities, remove/escalate blockers, and manage the portfolio.
|
||||||
|
- Every concept learned should eventually contribute to one lightweight common project template.
|
||||||
|
- The final system should make exceptions and problems visible without requiring you to inspect every task.
|
||||||
|
|
||||||
|
## Related Concepts
|
||||||
|
|
||||||
|
- [[Projects vs Operations]]
|
||||||
|
- [[Project Outcome]]
|
||||||
|
- [[Definition of Done]]
|
||||||
|
- [[Scope]]
|
||||||
|
- [[Milestone]]
|
||||||
|
- [[Dependencies]]
|
||||||
|
- [[Capacity]]
|
||||||
|
- [[Risk]]
|
||||||
|
- [[Project Health]]
|
||||||
|
- [[Portfolio Management]]
|
||||||
@@ -0,0 +1,103 @@
|
|||||||
|
# Prioritization
|
||||||
|
Duration: 30–40 minutes
|
||||||
|
|
||||||
|
## Definition
|
||||||
|
|
||||||
|
Decide what should be worked on now when everything appears important.
|
||||||
|
|
||||||
|
This lesson is part of the Project Management track and builds on the concepts learned in the previous lessons.
|
||||||
|
|
||||||
|
## Simple Mental Model
|
||||||
|
|
||||||
|
The goal is not to add project-management bureaucracy. The goal is to make the project easier to understand, predict, and manage.
|
||||||
|
|
||||||
|
## How It Works
|
||||||
|
|
||||||
|
We will examine this concept through four levels:
|
||||||
|
|
||||||
|
1. What the concept means.
|
||||||
|
2. How a project owner should use it.
|
||||||
|
3. How you should review or challenge it as the manager.
|
||||||
|
4. How it should eventually appear in your project-management system.
|
||||||
|
|
||||||
|
## Example
|
||||||
|
|
||||||
|
The exercises for this lesson should use real projects from your environment such as Umami, Mogador, QA automation, data governance, website/Product initiatives, or projects dependent on DevOps and Security.
|
||||||
|
|
||||||
|
The objective is to move from theory to a repeatable management practice.
|
||||||
|
|
||||||
|
## How It Fits Into the Bigger Picture
|
||||||
|
|
||||||
|
The course builds progressively:
|
||||||
|
|
||||||
|
- Project vs operations establishes what kind of work we are managing.
|
||||||
|
- Outcomes and Definition of Done establish what success means.
|
||||||
|
- Scope establishes the project's boundaries.
|
||||||
|
- Milestones establish meaningful progress.
|
||||||
|
- Dependencies, estimation, prioritization, capacity, risks, and health make delivery more predictable.
|
||||||
|
- Status reporting, meetings, ownership, and portfolio management make the system scalable.
|
||||||
|
- Closing and the final PM system turn the concepts into an operating method.
|
||||||
|
|
||||||
|
## My Company / Real-World Context
|
||||||
|
|
||||||
|
Your team works across departmental projects, Product work, operational incidents, tickets, data, QA, SEO/WCAG, and dependencies on IT teams such as DevOps and Security.
|
||||||
|
|
||||||
|
The lesson should therefore be applied to an environment where:
|
||||||
|
|
||||||
|
- Project owners are usually members of your own team rather than dedicated PMs.
|
||||||
|
- Operational work regularly interrupts project work.
|
||||||
|
- Product and IT are important cross-functional partners.
|
||||||
|
- You need portfolio-level visibility without personally maintaining every task.
|
||||||
|
- Project owners should increasingly draft and maintain their own project plans while you validate, challenge, prioritize, and escalate.
|
||||||
|
|
||||||
|
## CTO Perspective
|
||||||
|
|
||||||
|
The leadership objective is to move progressively from personally coordinating work toward building a management system that produces reliable outcomes.
|
||||||
|
|
||||||
|
The expected progression is:
|
||||||
|
|
||||||
|
```text
|
||||||
|
Contributor → manages tasks
|
||||||
|
Project Owner → drives milestones and delivery
|
||||||
|
Manager → manages projects, priorities, risks and escalation
|
||||||
|
Technology Leader → manages portfolio, capacity, outcomes and organizational trade-offs
|
||||||
|
```
|
||||||
|
|
||||||
|
### Questions to Ask
|
||||||
|
|
||||||
|
- What information do I need to make a management decision?
|
||||||
|
- What should the project owner be responsible for maintaining?
|
||||||
|
- What requires my intervention?
|
||||||
|
- What can be standardized across every project?
|
||||||
|
- Is the process helping delivery, or merely creating administration?
|
||||||
|
|
||||||
|
## Meeting Scenario
|
||||||
|
|
||||||
|
**Situation:**
|
||||||
|
|
||||||
|
A project owner gives you an update, but the information does not make it clear whether the project will achieve its intended outcome.
|
||||||
|
|
||||||
|
**Possible response:**
|
||||||
|
|
||||||
|
> Let's bring this back to the project plan. Show me where we are against the next meaningful checkpoint, what is at risk, and what decision or help you need from me.
|
||||||
|
|
||||||
|
## Key Takeaways
|
||||||
|
|
||||||
|
- The purpose of project management is predictable delivery, not documentation for its own sake.
|
||||||
|
- Project owners should own increasingly more of the planning and maintenance.
|
||||||
|
- Your role is to challenge assumptions, establish priorities, remove/escalate blockers, and manage the portfolio.
|
||||||
|
- Every concept learned should eventually contribute to one lightweight common project template.
|
||||||
|
- The final system should make exceptions and problems visible without requiring you to inspect every task.
|
||||||
|
|
||||||
|
## Related Concepts
|
||||||
|
|
||||||
|
- [[Projects vs Operations]]
|
||||||
|
- [[Project Outcome]]
|
||||||
|
- [[Definition of Done]]
|
||||||
|
- [[Scope]]
|
||||||
|
- [[Milestone]]
|
||||||
|
- [[Dependencies]]
|
||||||
|
- [[Capacity]]
|
||||||
|
- [[Risk]]
|
||||||
|
- [[Project Health]]
|
||||||
|
- [[Portfolio Management]]
|
||||||
@@ -0,0 +1,103 @@
|
|||||||
|
# Project Health
|
||||||
|
Duration: 30–40 minutes
|
||||||
|
|
||||||
|
## Definition
|
||||||
|
|
||||||
|
Use evidence to classify projects as healthy, at risk, or off track.
|
||||||
|
|
||||||
|
This lesson is part of the Project Management track and builds on the concepts learned in the previous lessons.
|
||||||
|
|
||||||
|
## Simple Mental Model
|
||||||
|
|
||||||
|
The goal is not to add project-management bureaucracy. The goal is to make the project easier to understand, predict, and manage.
|
||||||
|
|
||||||
|
## How It Works
|
||||||
|
|
||||||
|
We will examine this concept through four levels:
|
||||||
|
|
||||||
|
1. What the concept means.
|
||||||
|
2. How a project owner should use it.
|
||||||
|
3. How you should review or challenge it as the manager.
|
||||||
|
4. How it should eventually appear in your project-management system.
|
||||||
|
|
||||||
|
## Example
|
||||||
|
|
||||||
|
The exercises for this lesson should use real projects from your environment such as Umami, Mogador, QA automation, data governance, website/Product initiatives, or projects dependent on DevOps and Security.
|
||||||
|
|
||||||
|
The objective is to move from theory to a repeatable management practice.
|
||||||
|
|
||||||
|
## How It Fits Into the Bigger Picture
|
||||||
|
|
||||||
|
The course builds progressively:
|
||||||
|
|
||||||
|
- Project vs operations establishes what kind of work we are managing.
|
||||||
|
- Outcomes and Definition of Done establish what success means.
|
||||||
|
- Scope establishes the project's boundaries.
|
||||||
|
- Milestones establish meaningful progress.
|
||||||
|
- Dependencies, estimation, prioritization, capacity, risks, and health make delivery more predictable.
|
||||||
|
- Status reporting, meetings, ownership, and portfolio management make the system scalable.
|
||||||
|
- Closing and the final PM system turn the concepts into an operating method.
|
||||||
|
|
||||||
|
## My Company / Real-World Context
|
||||||
|
|
||||||
|
Your team works across departmental projects, Product work, operational incidents, tickets, data, QA, SEO/WCAG, and dependencies on IT teams such as DevOps and Security.
|
||||||
|
|
||||||
|
The lesson should therefore be applied to an environment where:
|
||||||
|
|
||||||
|
- Project owners are usually members of your own team rather than dedicated PMs.
|
||||||
|
- Operational work regularly interrupts project work.
|
||||||
|
- Product and IT are important cross-functional partners.
|
||||||
|
- You need portfolio-level visibility without personally maintaining every task.
|
||||||
|
- Project owners should increasingly draft and maintain their own project plans while you validate, challenge, prioritize, and escalate.
|
||||||
|
|
||||||
|
## CTO Perspective
|
||||||
|
|
||||||
|
The leadership objective is to move progressively from personally coordinating work toward building a management system that produces reliable outcomes.
|
||||||
|
|
||||||
|
The expected progression is:
|
||||||
|
|
||||||
|
```text
|
||||||
|
Contributor → manages tasks
|
||||||
|
Project Owner → drives milestones and delivery
|
||||||
|
Manager → manages projects, priorities, risks and escalation
|
||||||
|
Technology Leader → manages portfolio, capacity, outcomes and organizational trade-offs
|
||||||
|
```
|
||||||
|
|
||||||
|
### Questions to Ask
|
||||||
|
|
||||||
|
- What information do I need to make a management decision?
|
||||||
|
- What should the project owner be responsible for maintaining?
|
||||||
|
- What requires my intervention?
|
||||||
|
- What can be standardized across every project?
|
||||||
|
- Is the process helping delivery, or merely creating administration?
|
||||||
|
|
||||||
|
## Meeting Scenario
|
||||||
|
|
||||||
|
**Situation:**
|
||||||
|
|
||||||
|
A project owner gives you an update, but the information does not make it clear whether the project will achieve its intended outcome.
|
||||||
|
|
||||||
|
**Possible response:**
|
||||||
|
|
||||||
|
> Let's bring this back to the project plan. Show me where we are against the next meaningful checkpoint, what is at risk, and what decision or help you need from me.
|
||||||
|
|
||||||
|
## Key Takeaways
|
||||||
|
|
||||||
|
- The purpose of project management is predictable delivery, not documentation for its own sake.
|
||||||
|
- Project owners should own increasingly more of the planning and maintenance.
|
||||||
|
- Your role is to challenge assumptions, establish priorities, remove/escalate blockers, and manage the portfolio.
|
||||||
|
- Every concept learned should eventually contribute to one lightweight common project template.
|
||||||
|
- The final system should make exceptions and problems visible without requiring you to inspect every task.
|
||||||
|
|
||||||
|
## Related Concepts
|
||||||
|
|
||||||
|
- [[Projects vs Operations]]
|
||||||
|
- [[Project Outcome]]
|
||||||
|
- [[Definition of Done]]
|
||||||
|
- [[Scope]]
|
||||||
|
- [[Milestone]]
|
||||||
|
- [[Dependencies]]
|
||||||
|
- [[Capacity]]
|
||||||
|
- [[Risk]]
|
||||||
|
- [[Project Health]]
|
||||||
|
- [[Portfolio Management]]
|
||||||
@@ -0,0 +1,103 @@
|
|||||||
|
# Risk Management
|
||||||
|
Duration: 30–40 minutes
|
||||||
|
|
||||||
|
## Definition
|
||||||
|
|
||||||
|
Identify, assess, mitigate, and monitor risks before they become project problems.
|
||||||
|
|
||||||
|
This lesson is part of the Project Management track and builds on the concepts learned in the previous lessons.
|
||||||
|
|
||||||
|
## Simple Mental Model
|
||||||
|
|
||||||
|
The goal is not to add project-management bureaucracy. The goal is to make the project easier to understand, predict, and manage.
|
||||||
|
|
||||||
|
## How It Works
|
||||||
|
|
||||||
|
We will examine this concept through four levels:
|
||||||
|
|
||||||
|
1. What the concept means.
|
||||||
|
2. How a project owner should use it.
|
||||||
|
3. How you should review or challenge it as the manager.
|
||||||
|
4. How it should eventually appear in your project-management system.
|
||||||
|
|
||||||
|
## Example
|
||||||
|
|
||||||
|
The exercises for this lesson should use real projects from your environment such as Umami, Mogador, QA automation, data governance, website/Product initiatives, or projects dependent on DevOps and Security.
|
||||||
|
|
||||||
|
The objective is to move from theory to a repeatable management practice.
|
||||||
|
|
||||||
|
## How It Fits Into the Bigger Picture
|
||||||
|
|
||||||
|
The course builds progressively:
|
||||||
|
|
||||||
|
- Project vs operations establishes what kind of work we are managing.
|
||||||
|
- Outcomes and Definition of Done establish what success means.
|
||||||
|
- Scope establishes the project's boundaries.
|
||||||
|
- Milestones establish meaningful progress.
|
||||||
|
- Dependencies, estimation, prioritization, capacity, risks, and health make delivery more predictable.
|
||||||
|
- Status reporting, meetings, ownership, and portfolio management make the system scalable.
|
||||||
|
- Closing and the final PM system turn the concepts into an operating method.
|
||||||
|
|
||||||
|
## My Company / Real-World Context
|
||||||
|
|
||||||
|
Your team works across departmental projects, Product work, operational incidents, tickets, data, QA, SEO/WCAG, and dependencies on IT teams such as DevOps and Security.
|
||||||
|
|
||||||
|
The lesson should therefore be applied to an environment where:
|
||||||
|
|
||||||
|
- Project owners are usually members of your own team rather than dedicated PMs.
|
||||||
|
- Operational work regularly interrupts project work.
|
||||||
|
- Product and IT are important cross-functional partners.
|
||||||
|
- You need portfolio-level visibility without personally maintaining every task.
|
||||||
|
- Project owners should increasingly draft and maintain their own project plans while you validate, challenge, prioritize, and escalate.
|
||||||
|
|
||||||
|
## CTO Perspective
|
||||||
|
|
||||||
|
The leadership objective is to move progressively from personally coordinating work toward building a management system that produces reliable outcomes.
|
||||||
|
|
||||||
|
The expected progression is:
|
||||||
|
|
||||||
|
```text
|
||||||
|
Contributor → manages tasks
|
||||||
|
Project Owner → drives milestones and delivery
|
||||||
|
Manager → manages projects, priorities, risks and escalation
|
||||||
|
Technology Leader → manages portfolio, capacity, outcomes and organizational trade-offs
|
||||||
|
```
|
||||||
|
|
||||||
|
### Questions to Ask
|
||||||
|
|
||||||
|
- What information do I need to make a management decision?
|
||||||
|
- What should the project owner be responsible for maintaining?
|
||||||
|
- What requires my intervention?
|
||||||
|
- What can be standardized across every project?
|
||||||
|
- Is the process helping delivery, or merely creating administration?
|
||||||
|
|
||||||
|
## Meeting Scenario
|
||||||
|
|
||||||
|
**Situation:**
|
||||||
|
|
||||||
|
A project owner gives you an update, but the information does not make it clear whether the project will achieve its intended outcome.
|
||||||
|
|
||||||
|
**Possible response:**
|
||||||
|
|
||||||
|
> Let's bring this back to the project plan. Show me where we are against the next meaningful checkpoint, what is at risk, and what decision or help you need from me.
|
||||||
|
|
||||||
|
## Key Takeaways
|
||||||
|
|
||||||
|
- The purpose of project management is predictable delivery, not documentation for its own sake.
|
||||||
|
- Project owners should own increasingly more of the planning and maintenance.
|
||||||
|
- Your role is to challenge assumptions, establish priorities, remove/escalate blockers, and manage the portfolio.
|
||||||
|
- Every concept learned should eventually contribute to one lightweight common project template.
|
||||||
|
- The final system should make exceptions and problems visible without requiring you to inspect every task.
|
||||||
|
|
||||||
|
## Related Concepts
|
||||||
|
|
||||||
|
- [[Projects vs Operations]]
|
||||||
|
- [[Project Outcome]]
|
||||||
|
- [[Definition of Done]]
|
||||||
|
- [[Scope]]
|
||||||
|
- [[Milestone]]
|
||||||
|
- [[Dependencies]]
|
||||||
|
- [[Capacity]]
|
||||||
|
- [[Risk]]
|
||||||
|
- [[Project Health]]
|
||||||
|
- [[Portfolio Management]]
|
||||||
@@ -0,0 +1,103 @@
|
|||||||
|
# Status Reporting
|
||||||
|
Duration: 30–40 minutes
|
||||||
|
|
||||||
|
## Definition
|
||||||
|
|
||||||
|
Communicate project status concisely to managers, executives, and stakeholders.
|
||||||
|
|
||||||
|
This lesson is part of the Project Management track and builds on the concepts learned in the previous lessons.
|
||||||
|
|
||||||
|
## Simple Mental Model
|
||||||
|
|
||||||
|
The goal is not to add project-management bureaucracy. The goal is to make the project easier to understand, predict, and manage.
|
||||||
|
|
||||||
|
## How It Works
|
||||||
|
|
||||||
|
We will examine this concept through four levels:
|
||||||
|
|
||||||
|
1. What the concept means.
|
||||||
|
2. How a project owner should use it.
|
||||||
|
3. How you should review or challenge it as the manager.
|
||||||
|
4. How it should eventually appear in your project-management system.
|
||||||
|
|
||||||
|
## Example
|
||||||
|
|
||||||
|
The exercises for this lesson should use real projects from your environment such as Umami, Mogador, QA automation, data governance, website/Product initiatives, or projects dependent on DevOps and Security.
|
||||||
|
|
||||||
|
The objective is to move from theory to a repeatable management practice.
|
||||||
|
|
||||||
|
## How It Fits Into the Bigger Picture
|
||||||
|
|
||||||
|
The course builds progressively:
|
||||||
|
|
||||||
|
- Project vs operations establishes what kind of work we are managing.
|
||||||
|
- Outcomes and Definition of Done establish what success means.
|
||||||
|
- Scope establishes the project's boundaries.
|
||||||
|
- Milestones establish meaningful progress.
|
||||||
|
- Dependencies, estimation, prioritization, capacity, risks, and health make delivery more predictable.
|
||||||
|
- Status reporting, meetings, ownership, and portfolio management make the system scalable.
|
||||||
|
- Closing and the final PM system turn the concepts into an operating method.
|
||||||
|
|
||||||
|
## My Company / Real-World Context
|
||||||
|
|
||||||
|
Your team works across departmental projects, Product work, operational incidents, tickets, data, QA, SEO/WCAG, and dependencies on IT teams such as DevOps and Security.
|
||||||
|
|
||||||
|
The lesson should therefore be applied to an environment where:
|
||||||
|
|
||||||
|
- Project owners are usually members of your own team rather than dedicated PMs.
|
||||||
|
- Operational work regularly interrupts project work.
|
||||||
|
- Product and IT are important cross-functional partners.
|
||||||
|
- You need portfolio-level visibility without personally maintaining every task.
|
||||||
|
- Project owners should increasingly draft and maintain their own project plans while you validate, challenge, prioritize, and escalate.
|
||||||
|
|
||||||
|
## CTO Perspective
|
||||||
|
|
||||||
|
The leadership objective is to move progressively from personally coordinating work toward building a management system that produces reliable outcomes.
|
||||||
|
|
||||||
|
The expected progression is:
|
||||||
|
|
||||||
|
```text
|
||||||
|
Contributor → manages tasks
|
||||||
|
Project Owner → drives milestones and delivery
|
||||||
|
Manager → manages projects, priorities, risks and escalation
|
||||||
|
Technology Leader → manages portfolio, capacity, outcomes and organizational trade-offs
|
||||||
|
```
|
||||||
|
|
||||||
|
### Questions to Ask
|
||||||
|
|
||||||
|
- What information do I need to make a management decision?
|
||||||
|
- What should the project owner be responsible for maintaining?
|
||||||
|
- What requires my intervention?
|
||||||
|
- What can be standardized across every project?
|
||||||
|
- Is the process helping delivery, or merely creating administration?
|
||||||
|
|
||||||
|
## Meeting Scenario
|
||||||
|
|
||||||
|
**Situation:**
|
||||||
|
|
||||||
|
A project owner gives you an update, but the information does not make it clear whether the project will achieve its intended outcome.
|
||||||
|
|
||||||
|
**Possible response:**
|
||||||
|
|
||||||
|
> Let's bring this back to the project plan. Show me where we are against the next meaningful checkpoint, what is at risk, and what decision or help you need from me.
|
||||||
|
|
||||||
|
## Key Takeaways
|
||||||
|
|
||||||
|
- The purpose of project management is predictable delivery, not documentation for its own sake.
|
||||||
|
- Project owners should own increasingly more of the planning and maintenance.
|
||||||
|
- Your role is to challenge assumptions, establish priorities, remove/escalate blockers, and manage the portfolio.
|
||||||
|
- Every concept learned should eventually contribute to one lightweight common project template.
|
||||||
|
- The final system should make exceptions and problems visible without requiring you to inspect every task.
|
||||||
|
|
||||||
|
## Related Concepts
|
||||||
|
|
||||||
|
- [[Projects vs Operations]]
|
||||||
|
- [[Project Outcome]]
|
||||||
|
- [[Definition of Done]]
|
||||||
|
- [[Scope]]
|
||||||
|
- [[Milestone]]
|
||||||
|
- [[Dependencies]]
|
||||||
|
- [[Capacity]]
|
||||||
|
- [[Risk]]
|
||||||
|
- [[Project Health]]
|
||||||
|
- [[Portfolio Management]]
|
||||||
@@ -0,0 +1,73 @@
|
|||||||
|
# Project Management
|
||||||
|
|
||||||
|
## Course Progress
|
||||||
|
|
||||||
|
- [x] [[Projects vs Operations]]
|
||||||
|
- [x] [[Outcomes and Definition of Done]]
|
||||||
|
- [x] [[Scope and Scope Creep]]
|
||||||
|
- [x] [[Milestones vs Tasks]]
|
||||||
|
- [ ] [[Dependencies]]
|
||||||
|
- [ ] [[Estimation and Forecasting]]
|
||||||
|
- [ ] [[Prioritization]]
|
||||||
|
- [ ] [[Capacity and WIP]]
|
||||||
|
- [ ] [[Risk Management]]
|
||||||
|
- [ ] [[Project Health]]
|
||||||
|
- [ ] [[Status Reporting]]
|
||||||
|
- [ ] [[Meetings and Follow-up]]
|
||||||
|
- [ ] [[Ownership and Delegation]]
|
||||||
|
- [ ] [[Portfolio Management]]
|
||||||
|
- [ ] [[Closing Projects]]
|
||||||
|
- [ ] [[Building My PM System]]
|
||||||
|
|
||||||
|
---
|
||||||
|
|
||||||
|
## Learning Path
|
||||||
|
|
||||||
|
### Foundation
|
||||||
|
|
||||||
|
1. [[Projects vs Operations]]
|
||||||
|
2. [[Outcomes and Definition of Done]]
|
||||||
|
3. [[Scope and Scope Creep]]
|
||||||
|
4. [[Milestones vs Tasks]]
|
||||||
|
|
||||||
|
### Planning and Delivery
|
||||||
|
|
||||||
|
5. [[Dependencies]]
|
||||||
|
6. [[Estimation and Forecasting]]
|
||||||
|
7. [[Prioritization]]
|
||||||
|
8. [[Capacity and WIP]]
|
||||||
|
9. [[Risk Management]]
|
||||||
|
|
||||||
|
### Managing Projects
|
||||||
|
|
||||||
|
10. [[Project Health]]
|
||||||
|
11. [[Status Reporting]]
|
||||||
|
12. [[Meetings and Follow-up]]
|
||||||
|
13. [[Ownership and Delegation]]
|
||||||
|
|
||||||
|
### Managing the Portfolio
|
||||||
|
|
||||||
|
14. [[Portfolio Management]]
|
||||||
|
15. [[Closing Projects]]
|
||||||
|
|
||||||
|
### Build the System
|
||||||
|
|
||||||
|
16. [[Building My PM System]]
|
||||||
|
|
||||||
|
---
|
||||||
|
|
||||||
|
## End Goal
|
||||||
|
|
||||||
|
Build a repeatable project management system where:
|
||||||
|
|
||||||
|
- Every project has a clear outcome and Definition of Done.
|
||||||
|
- Scope and major milestones are agreed before commitment.
|
||||||
|
- A project owner within the team drives each project.
|
||||||
|
- Project owners maintain their own project information.
|
||||||
|
- Dependencies, risks and blockers become visible early.
|
||||||
|
- Estimates account for actual capacity and operational interruptions.
|
||||||
|
- Scope changes result in explicit trade-offs.
|
||||||
|
- I manage through milestones and outcomes rather than individual tasks.
|
||||||
|
- Project health tells me where my intervention is required.
|
||||||
|
- The portfolio shows what the team has committed to and whether we have capacity for more work.
|
||||||
|
- Monday.com becomes a management tool rather than a project list that nobody updates.
|
||||||
Reference in New Issue
Block a user