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Beginning Project Management: Project Management Level One

Project Management: Growing a Successful Career as a Project Manager
Joseph Phillips
62,581 students enrolled
English More
Compare and contrast the project management process groups
Explain what a project is (and is not)
Explain how to initiate a project
Work with the project team to plan a project
Oversee the project execution
Monitor and control the project activities
Close out a phase or a project
Define the roles and responsibilities of a successful project manager

Project management is an exciting place to be. Project managers help shape the success of organizations, implement new technology, change the business landscape, and have influence over all areas of a business. Project managers also earn a nice income and often move up the organizational chain into full-time management positions.

In this course we’ll examine the absolute basics of project management. Everyone has to start somewhere, right? In this fundamental course we will explore the big picture of project management and the project management life cycle. You’ll finish this course with a great grasp of what project management is, what your roles and responsibilities as a project manager will be, and how to move forward in your career as a project manager.

This course is designed for people that are new to project management. This course is structured to give you a solid foundation of project management and to help you speak the project management language. Don’t worry – this course is easy to follow, has a logical approach, and it has a fun, can-do attitude in its delivery.

Projects use processes to move things forward. These processes are universal to all projects regardless of the industry you may work in. These processes are grouped into logical chunks and that’s our primary focus of the course. You’ll learn the major components of the project management lifecycle:

  • Initiating the project
  • Planning the project
  • Executing the project
  • Monitoring and controlling the project
  • Closing the project

Finally, this course includes several templates you can download and begin using in your projects. I’ll also show you how you can build many of your own project management documents. Let’s get started right now on your project management career.

Project Management Foundations

Course overview

Welcome to your new career: project management! Project management can be one of the most exciting, and rewarding, career choices. You’ll work with people from a variety of lines of business, different levels of management, and lead individuals to get things done.
In this course you will learn about the five process groups that make up the project management life cycle:

  • Initiating
  • Planning
  • Executing
  • Monitoring and Controlling
  • Closing

In this lecture I’ll walk you through an overview of the course, the course outcomes, and setting expectations for this fundamental seminar in project management. 

What is a project?

Projects come in all different shapes and size. In fact, no two projects are the same – ever. That’s right, there are no two identical projects. Similar? Yes, but there will always be different conditions that can affect how you will manage the project.

A project is a temporary endeavor to create a unique product, service, condition, or result. Projects do not, thankfully, last forever. Unlike operations, the day-to-day work of your company, projects have a definite beginning and a definite ending.

In this lecture we’ll explore the characteristics of projects.

Project Manager Roles and Responsibilities

Project managers are the individuals that are empowered to manage the project resources to achieve the goals and vision of the project.

I like photography. I like to look at pictures; take pictures; and mess with filters, lenses, and light meters. I've learned that to really capture a good photo, you have to see the developed photo in your mind's eye. You have to look at your environment and see how it will look once the image is printed on your color printer. You have to see into the future to capture the present in your camera. You must have vision.

Being a project manager really isn't that different. A project manager must have vision for what the project is to create. The project manager inherits the vision from the key stakeholders, the project sponsor, or even management. To plan for the project work, the project manager must envision what the end result of the project will be. Like taking a photo, a good photo, the project manager has to study, observe, and see the end result of the efforts before the work begins.

Project Management Life Cycle

A project, like a good story, has a beginning, a middle, and a satisfying end. Think back to any project you've managed or worked on. Can you recall the beginning, middle, and a Hollywood ending?

The story for all projects is that they move through five process groups to get from start to finish. Within each process group there are key activities that help a project move along. The flow of a project through the five process groups is the project management life cycle.

Section Quiz: Reviewing What You've Learned

Ready to test what you've learned so far? Don't worry! This is an easy quiz that you'll do fine on if you've completed the section. Let's go!

Section Wrap

What we have discussed in this intro to project management section is a good foundation for the way projects are to operate, project constraints, and some challenges every project manager faces.

For now, know this: Projects are successful based on the ability of the project manager to lead, manage, and motivate the project team to complete the project plan. The project plan supports the vision that the project manager has inherited from the project stakeholders. If the project manager and the project stakeholder don't have the same vision of the desired future state, the project is doomed.

Initiating a Project

Section Overview: Initiating a New Project

This process group starts all the fun. In this group the business need for the project is identified, some initial solutions might be proposed, and the project manager is selected.

The most important document to come out of this group is the project charter, which authorizes the project work and assigns the project manager the power to complete the project on behalf of the project sponsor. The project sponsor is typically someone high enough in the organizational hierarchy to have power over the resources that need to be involved in the project.

Why do a project?

Organizations launch projects for many different reason, but it’s often to cut costs or to increase revenue. Sometimes projects are launched because of new regulations or laws and the organization has no choice but to comply.

Understanding why a project is launch, why a project is selected, can help you better understand the goals of the project and expectations of you the project manager.

Business Analysis of Project Management

Business analysis is the study of the requirements, the feasibility, the cost, duration, and likelihood of achieving a project goal. Business analysis usually happens before the project work begins and may be led by a business analyst.

A business analyst is a specialist that interviews people about the problem, documents solutions, and makes recommendations for the project to be launched or not. When it comes to project management, business analysis is all about gathering requirements for the project to complete.

Creating a Project Charter

The project is a document that authorizes the project manager and the project. It authorizes the project in the sense that it’s allowed to exist within the organization. It authorizes the project manager as it allows the project manager to lead, direct, and manage the resources on the project to get the project scope done.

In this lecture we’ll discuss the project charter and its contents. We’ll also take a look at a sample project charter you can use for your projects.

Identifying the Project Stakeholders

Stakeholders are people or groups that are affected by your project or they can affect your project. When you launch a new project you’ll want to quickly and accurately identify the project stakeholders – no one likes to be left out.

Stakeholder identification is also about documenting stakeholders’ needs, wants, threats, and even perceived threats. In this lecture we’ll take a look at how a project manager goes about finding and documenting project stakeholders.

Section Quiz: Reviewing What You’ve Learned

Ready to test what you've learned so far? Don't worry! This is an easy quiz that you'll do fine on if you've completed the section. Let's go!

Section Wrap

Great job finishing this section on project initiation. All projects move through some type of initiation – some more formal than others. In this lecture we’ll take a look back at what we covered in this section and the most important things you should remember when it comes to project initiation.

Planning a Project

Section Overview: Planning the Project

For planning, the project manager must know what the project will create. The project manager and the project stakeholders—the people who have a stake in the project outcome—have to determine what the desired future state is. A dreamy wish list won't work. The project demands exact requirements. If you don't know what the project should create, how will you ever get there?

After the project requirements have been agreed upon, the project manager, the project team, and in some instances the project stakeholders will create a plan for ways to achieve the project objectives. This isn't a one-time process. Planning is an iterative process that happens throughout the project duration. Planning is a cornerstone of project management—skip planning or do it half-heartedly and the project is doomed.

Defining the Project Management Plan

The project management plan defines how the project will be managed from start to finish. The project management plan is an aggregate of many different plans. In the project management plan you define how you plan, execute and control:

  • Scope
  • Schedule
  • Costs
  • Quality
  • Human resources
  • Communications
  • Risk
  • Procurement
  • Stakeholders

In this lecture we’ll look at the most important components of the project management plan you need to know as a new project manager.

Writing the Project Scope Statement

In project management there are actually two different scopes. The first is the product scope, which is what the end result of the project will create. The product scope is what customers focus on—what they are envisioning for you to create. The product scope describes the thing or service that will exist as a result of your project.

The project scope, on the other hand, describes all the work to create the product scope. It includes all of the work, and only the required work, to complete the project deliverable.

The project scope and the product scope support one another. In the IT world, for example, if you're creating an application for a stakeholder, they have expectations of what the application will do. When they discuss the requirements with you, they describe the end result of the application. Stakeholders think in terms of the vision, of the product existing. They can see into the future and experience the application before it's created. Stakeholders usually have a way of seeing the problem solved and the organization with their solution, and can feel a sense of relief and urgency to get the deliverable into production.

Creating the Project Schedule

In the perfect project-management world, which doesn't exist, there is a logical, practical approach to calculating how long a project should take to complete. Let's pretend that we're living in this perfect project management world and see how things should go.

First we work with the customer to define the product scope—describing the thing that they want us to create. Then we create the project scope—all of the required work and only the required work to create the product scope.

Based on the project scope we’ll create an activity list. The activity list should then be arranged in the order in which the activities must or should take place. Many of the activities will rely on hard logic; they must occur in a particular order for the project to be successful. We have to install the operating system before installing the application. Soft logic relies on management discretion. For example, we could create a fancy script to install the operating system and then call a remote server to pull the application and install it on the target machine once the OS has been installed. But we may choose not to do that. It's preferential logic based on experience, the nature of the work, or your mood on that particular day.

Estimating the Costs of a Project

How do we know what a project will cost? We really don't, until the project is complete. I sound more like a car mechanic than a project manager, but the truth is—and this may sting just a little—we can't know the final project cost until the project is complete because we can't accurately predict the future.

What we can do is create an estimate. An estimate is more than pulling a random number out of the air, adding 20% for good measure, and then saying, "That'll work." A real estimate evolves as project details become available. This is progressive elaboration. Project estimates start out broad, and as the project deliverables come into focus we're able to more accurately define our estimates.

Each estimate should provide an acceptable range of variance, the conditions of the estimates, and any assumptions made by the estimate provider. For example, an estimate to build a new warehouse may state that the warehouse will cost $350,000, +/– 10%, is valid for 30 days, and assumes that the warehouse will be built in the month of June.

Planning for Project Quality

In addition to defining all of the project objectives the project manager has to determine how her project will live under the quality policy of her organizations. In some organizations the quality policy may be nice and vague, like “Quality is job done.” Or “The customer is always right if they pay on time.”

Other organizations subscribe to quality programs like Six Sigma, Lean Manufacturing, Kaizen Technologies, and ISO 9000 or 10000 programs. In these systems the project manager must follow the quality expectations of the organization to show improvements, measurements, and satisfaction.

Planning for quality means that you plan on doing the project work in alignment with the expectations of what constitutes quality.

Planning to Manage Project Risks

When it comes to your role as a project manager, you must always—and I do mean always—be on the lookout for any risks that can cause the project to fail. And not just the project manager, but the whole project team.

Risk identification is an iterative, active process. Risk identification doesn't live between launch and execution, but from project launch to project closure. The project manager must stress, must perform risk identification.

But how exactly does this work? Glad you asked.

Most organizations have some risk management procedures in play—even if they're not formally identified. A risk management methodology, in its purest form, has procedures for risk identification and classification, the organization's utility function, and the process for risk analysis.

Section Quiz: Reviewing What You’ve Learned

Ready to test what you've learned so far? Don't worry! This is an easy quiz that you'll do fine on if you've completed the section. Let's go!

Section Wrap

Planning is an iterative activity that happens throughout the project. Rarely will the project management plan be created entirely upfront before any work begins. Planning requires time, sometimes a budget, and other experts helping you to make the best decision for the project.

In this section we talked about the most important aspects of project planning: scope, time, cost, quality, and risks. While there are other areas of the project that will require project planning, these five are the most crucial to project success.

Executing a Project

Section Overview: Executing a Project

All the planning in the world is worthless if you don’t act on those plans. In this section we’ll look at the execution of the project plans and what the project manager’s role is in these activities.

You’ll manage the project team to ensure they’re executing the work properly. You’ll host project team meetings to keep up-to-date with the project team’s progress and you’ll communicate that status to the appropriate stakeholders. And speaking of stakeholders, you’ll also work to keep them engaged with the project.

Doing the Project Work

Ever hear the quip, "Plan your work and then work your plan?" This is the working part. The executing process group is the project team executing the project work according to plan—and the project manager working with any vendors who might be involved in the execution or support of the deliverables needed for the project completion.

Project management is all about getting things done. In this lecture we’ll explore the activities you and the project team will need to do get things done. Let’s get this lecture done!

Managing the Project Team

This won't be a shock to most of you: human resource management is the most difficult part of project management. Do you ever wonder why, oh why, won't the project team just do what's been asked of them? Do you ever wonder why management won't give you more power to help the project team get the project done? Or why you can't have all the resources you need to get this project done?

I bet you have. I bet you've asked countless other questions related to human resources. It's a tough business and whether we like it or not our project team, our workers, and our colleagues look to us for two things: leadership and management.

Management is concerned with getting the job done. Leadership is concerned with motivating, aligning, and directing people. All the above info is accurate, interesting, and great for any MBA class, but to apply it, well, that takes experience and talent. No jokes here.

Hosting Effective and Valuable Project Team Meetings

How many meetings have you been to that have been a complete waste of time? I call those WOT meetings – Waste of Time meetings. People know they need to meet to discuss the project, but they’ve not prepared the meeting to accomplish any particular goal – something you don’t want to experience.

In this lecture we’ll examine how you can prepare to lead an effective team meeting. Team meetings are something you’ll do on a regular cadence, so it’s vital to set the stage and to set expectations for each meeting to save time and to garner valuable information.

Communicating Project Status

Stakeholders want, need, demand to know the project status. Communication, of course, is more than just talking. Communication is also listening. When it comes to project management, communication takes up 90% of a project manager's time.

Real communication is about transferring knowledge. You know something and you tell someone else, and then they know it. But it doesn't always work that way, does it? Communication is tough. There are two big categories of communications you’ll utilize as a project manager: written and oral.

In this lecture we’ll examine the communication practices for keeping stakeholders informed about project status.

Managing the Project Stakeholders

Every project manager knows that you need to manage the project team, but did you know that you also need to manage your stakeholders? Managing stakeholders is all about communication – communicating what’s happening with the project, but also addressing stakeholder concerns.

Managing stakeholders is also about keeping stakeholders engaged. You want stakeholders to be excited about your project and to keep stakeholders bought into the project vision. You do not want stakeholders to lose interest and drift away from your project.

Section Quiz: Reviewing What You’ve Learned

Ready to test what you've learned so far? Don't worry! This is an easy quiz that you'll do fine on if you've completed the section. Let's go!

Section Wrap: Executing a Project

Project management is all about getting things done, and that was also the main thrust of this section. Great job finishing this chunk of the course.

In this section we discussed several items:

  • Doing the project work
  • Managing the project team
  • Hosting team meetings
  • Communicating the project status
  • Managing stakeholders

Way to go! Let’s keep moving forward!

Monitoring and Controlling a Project

Section Overview: Monitoring and Controlling a Project

Control freaks need not apply. Controlling isn't about micromanaging—it's about compliance with the project plan. There's a required balance between execution and control. The project manager works with the project team, not over it, to ensure that it's doing the work as it was planned. And if not? The project manager makes corrective actions to get the project back in alignment with the project plan.

Controlling is also about balancing the time, cost, and scope constraints as the project moves along. The project manager has to measure, compare, and adjust controls within the project to ensure project success. If we do not measure, we cannot improve.

Controlling the Project Work

Controlling the project work is needed to ensure that the work is completed according to plan, with quality, on schedule, and on budget. Controlling the project work overlaps project execution; in fact, there’s a back-and-forth relationship between executing and controlling in the project.

In this lecture we’ll examine how the project manager goes about controlling the work and ensuring that the project team is executing as planned.

Managing and Controlling the Project Team

The project team can have the largest influence on the project success or failure. The project team can do the work correctly or they can rush, make mistakes, be sloppy and totally wreck your project!

In my experience, most project team members want to do the work correctly - and it's important for us, the project managers, to not get in the way of their work. We want the individuals on the project team to take pride in what they're creating, but we do need some monitoring and controlling of the project team throughout the project life cycle.

Controlling Project Communications

You've planned for communications and now you're following your plan. But you have to listen to what's being said. I don't know about you, but I have two ears and one mouth. I've heard that this means I should listen twice as much as I talk. I have to listen to understand and receive the messages being sent to me.

As a project manager, you have scores of communication channels. And within your project there are potentially hundreds of communication channels. The larger the project, the greater opportunity for communications to break down. That’s why controlling communications is so vital to successful project management.

Keeping Project Stakeholders Engaged

You now know that stakeholders are the people and groups that have a vested interest in your project. These stakeholders can affect your project, and they can be affected by your project. Keeping stakeholders engaged is important as you aim to keep stakeholders on-board, excited, and supportive of the project.

In this lecture we’ll examine some approaches you can take to keep stakeholders engaged in your projects. Let’s go!

Section Quiz: Reviewing What You’ve Learned

Ready to test what you've learned so far? Don't worry! This is an easy quiz that you'll do fine on if you've completed the section. Let's go!

Section Wrap

We talked about many different topics in this section, but the main theme is that the project manager works to control all aspects of the project along with project execution. In this section we discussed:

  • Controlling the project work
  • Managing changes in the project
  • Balancing time, cost, and scope
  • Controlling project communications
  • Keeping stakeholders engaged

Great job finishing this section on project control. We’re so close to wrapping up the entire course – let’s keep moving forward!

Closing a Project

Section Overview: Closing a Project or Project Phase

Aaah...closing. This process group centers on closing out the project accounts; completing final, formal acceptance of the project deliverables; finalizing any time, cost, or quality reports; completing the project's lessons learned documentation; and finalizing any financial or procurement audits. The project manager might have to complete a review of each team member, a review of the vendors, and a review of his own actions in the project.

Project closure also involves some rewards and recognition. For some, this means bonuses, vacation time, or other rewards. If this isn't appropriate or available in an organization, the project manager should at least verbally reward the project team for its hard work and a job well done (assuming that the project was done well).

Closing a Phase

While most of the closing activities are focused on closing the entire project you should also know that you may have to close down a phase of the project. This is common in larger projects where the successful closure of one phase allows the next phase of the project to begin. While all of the project phases are connected, it's the closure of a phase that signals progress and usually creates an accepted project deliverable.

Let's take a look at the processes and activities you'll do to close down a project phase in this lecture.

The Final Project Challenge: Customer Acceptance

So how do you know when the project is done? Some would say when you run out of money or out of time. To some extent, that's true—if the planning has been done accurately, the project should end on time and with no remaining funds. But this is supposed to be a realistic discussion on project management.

Projects are finished when the project scope has been completed. A project is complete when the project scope equates to the present state. A project is complete when the project manager and the project customer can take the WBS and check off each item like last week's shopping list. This is scope verification and leads to customer acceptance.

Scope verification is simply the project manager and the project customer inspecting the project deliverables to ensure that all the promises in the project plan exist in the project deliverable. There may be some rework, corrective actions, or last-minute change requests to complete the project; if all goes according to plan, the project manager and the customer are in agreement that the deliverables equate to the project scope.

Closing the Project

The final step in closing the project is to officially close down the project. This means you’ve completed everything and the customer has accepted the work, right? Well, usually. It’s possible that a project could be cancelled – and then you’d still need to shut down the project.

Project closure includes filing a final report and performing a final review meeting with the project team. Closing the project properly helps future projects based on what you and the team have learned from the current project.

Section Quiz: Reviewing What You’ve Learned

Ready to test what you've learned so far? Don't worry! This is an easy quiz that you'll do fine on if you've completed the section. Let's go!

Section Wrap

Successfully closing a project is a wonderful feeling. In fact, I’d wager it’s one of the best feelings and aspects of project management. In this section we talked about the three big things concerning closing a project:

  • Closing a phase (phase gates, validation, acceptance)
  • Customer acceptance
  • Closing the project
Course Wrap: Putting it All Together

You did it! Great job finishing this course on Beginning Project Management. We’ve covered a lot of material in this course:

Projects are short-term endeavors to create a unique product or service. Projects are out of the normal duties you do as part of your operations. Projects are constrained by time, cost, and scope—and other constraints such as regulations, resources, or even vendors.

The Iron Triangle of project management posits that all projects are constrained by time, cost, and scope. If one angle of the project is out of whack, the whole project suffers.

Projects (and, technically, even project phases) move through five process groups: initiating, planning, executing, controlling, and closing. Each process group has key activities that lend to a successful project. I believe the most important group is planning. Without planning, the project is destined for failure.

In this lecture we’ll recap all of this exciting information to help make you a more productive project manager.

You can view and review the lecture materials indefinitely, like an on-demand channel.
Definitely! If you have an internet connection, courses on Udemy are available on any device at any time. If you don't have an internet connection, some instructors also let their students download course lectures. That's up to the instructor though, so make sure you get on their good side!
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