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COURSE SYLLABUS

OPRE 6375 Project Execution and Closeout (07-08)

This course covers the execution and closeout stages of project management to include earned value, execution and control, risk
management, procurement management, Quality measurement control, people performance management, leadership, global project
management, and related interpersonal considerations.

Instructor’s Information:
Dr. Laurie Ziegler: ziegler@utdallas.edu
Dr. Sue Freedman: suefreedman@sbcglobal.net
Jim Newstead: JRNewstead@aol.com
Jim Szot: jimszot@utdallas.edu
Dr. Gerald Turner: turner.g.a@worldnet.att.net
Lothar Katz: l.katz@earthlink.net
Course Materials:

Textbooks: PMI, A Guide to the Project Management Body of Knowledge, Third Edition
Clifford Gray and Erik Larson, Project Management: The Managerial Process, Third Edition
Lewis Ireland, Quality Management for Projects and Programs
John Nicholas, Project Management for Business and Engineering: Principles and Practice, Second Edition
Erik Uyttewaal, Dynamic Scheduling with Microsoft Office Project 2003: The Book By and For Professionals
Robert Cialdini, Influence, Science and Practice
Leigh Thompson, The Mind and Heart of the Negotiator
Lewicki, Saunders, Minton, Negotiation: Reading, Exercises, and Case
Champoux, Organizational Behavior: Essential Tenets

Cases: It Wasn't About Race, or Was It?, Jeffrey Connor, Harvard R00502
What Leaders Really Do, John P.Kotter Harvard 90309

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Course Schedule:

Date Title Description Objectives Module Assignments


Mod#
15 Mar (AM) Earned Value This module explores the project As a result of this module you Reading Assignments
performance management and will be able to:
Mod 41 Points: 10 PMBOK:
scope/schedule/resource ƒ Use earned value
ƒ Section 7.3, Cost Control, pages 171-178.
Prof. Szot integration technique of earned techniques to manage and
ƒ Section 10.3, Performance Reporting, pages 231-234
value management (EVM). communicate project
progress Gray and Larson:
ƒ Measure project ƒ Chapters 13, Progress and Performance Measurement and
performance via project Evaluation, pages 411-439
trends and variances ƒ Appendix 13.2, Obtaining Project Performance Information
ƒ Perform timely corrective from Microsoft Project, pages 456-459
action and evaluate
effectiveness Nicholas: Sections 11.8 – 11.11, Performance Analysis,
Forecasting “to complete” and “at completion,” Performance
Index Monitoring, and Variance Limits, pages 356-371.
Uyttewaal:
ƒ Chapter 11, Updating the Schedule, pages 611-664.
ƒ Chapter 12. Evaluating the Project, pages 669-672.
ƒ Chapter 13, Summary, pages 673-703.

Individual Assignment (8 points)


Practice applying the concepts with Gray and Larson Chapter 13
Exercises 1-6 (pp. 439-448) and Appendix 13.1 exercise 1 (pp.
451-456).
An individual assignment will be assigned during class.
Team Assignment (2 points): Assigned and delivered in class.

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Date Title Description Objectives Module Assignments
Mod#
15 Mar (PM) Project plan In this session we will review key Our objectives will be to Required Reading:
execution and control aspects and processes for understand the inputs, key
Mod 42 Project Management: A Managerial Process; Authors: Clifford
successful project plan execution processes, checkpoints and
Points: 5 Gray and Erik Larson. Read Chapter 13 and review Softech, Ltd. -
and delivery. As the PMBoK deliverables for successful
Dr. Gerald Turner establishes, timely and effective execution and delivery Part “A” (handout)..
execution of the project plan corporate initiatives through
includes several key inputs: “the effective project management Optional Reading:
project plan itself, supporting methods. We will also visit
detail, organizational policies (and other topics including project Sybex (Project Management Professional Study Guide):
procedures), and corrective trade-offs between budget, Chapters 8 & 9.
actions.” These domains will be resources, schedule, and
reviewed in the context of scope. We will also learn PMBoK Reference: Sections 3.2.3.1; 3.2.4.1; 3.2.4.2
satisfying major corporate and various methods of tracking
organizational initiatives, goals and and monitoring overall project Class Participation:
objectives through successful performance, paying particular
project execution. attention to “flags” or Be prepared to discuss issues, challenges and problems typically
deviations from the project characteristic of the project execution process. Particular emphasis
planning baseline. will be given to facilitated discussion of selected Chapter 13
“Snapshots”.
For the Softech Ltd. case, Part A, develop and submit at the
beginning of the class a brief “quick overview action proposal” as
called for at the end of the case. Retain a copy for your use during
in-class group work on Softech, Ltd. – Part “A”.
Point distribution: 4.5 pts. – class participation & contribution; 0.5
pts. – “Quick Overview Action Proposal”.
In this module, we will explore The purpose of this module is
10 Apr (AM) People Performance
basic aspects of human behavior, the following:
Management
Mod 43 their performance and the various *Gain understanding of the
Points: 5 ways of measuring and elements of organizational and
maximizing that performance. project performance
Prof Newstead Key elements we will focus on are *Discuss and gain
as follows: understanding of the
1. Forced ranking application of forced ranking,
2. Competency modeling using a nine block and bell
3. Behavioral interviewing curve.
We will explore aspects of *Gain understanding of how
managing people’s performance, to apply competency modeling
focusing on three in particular, as both the benchmark and
establishing and measuring measurement instrument for
3
Date Title Description Objectives Module Assignments
Mod#
organizational competencies, performance.
evaluating and ranking
*Gain an appreciation of how
performance, and providing
behavioral interviewing can be
effective feedback through
used as both a performance
performance reviews.
measurement tool and as a
We will explore why some people method to recruit the right
respond negatively to having their
performance measured and why
others respond in a more positive
way.
In this module, we will explore The purpose of this module is
10 Apr (PM) Interpersonal
basic aspects of human behavior, the following:
Communication
Mod 44 their performance and the various *Gain understanding of the
Points: 5 ways of measuring and elements of organizational and
maximizing that performance. project performance
Prof. Newstead
Key elements we will focus on are *Discuss and gain
as follows: understanding of the
1. Forced ranking application of forced ranking,
2. Competency modeling using a nine block and bell
3. Behavioral interviewing curve.
We will explore aspects of *Gain understanding of how
managing people’s performance, to apply competency modeling
focusing on three in particular, as both the benchmark and
establishing and measuring measurement instrument for
organizational competencies, performance.
evaluating and ranking
*Gain an appreciation of how
performance, and providing
behavioral interviewing can be
effective feedback through
used as both a performance
performance reviews.
measurement tool and as a
We will explore why some people method to recruit the right mix
respond negatively to having their of people for the project at
performance measured and why hand.
others respond in a more positive
We will explore various elements Objectives include:
10 Apr AM Motivation, Rewards Reading Assignment:
of what motivates people to
& Job Design
Mod 45 optimally perform. We will focus ƒ understanding when and The motivation and job design chapters in Champoux,
Points: 5 on: theoretical and applied how to apply motivational Organizational Behavior: Essential Tenets (7-9) . Come prepared
motivational concepts, goal setting, concepts; to discuss what you’ve learned and how it applies in your
Dr. Ziegler reward systems and job design. We workplace. (5 pts)
ƒ project team member
will discuss how to leverage this
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Date Title Description Objectives Module Assignments
Mod#
knowledge in general, and how to reactions to inequity;
apply this knowledge specifically ƒ *implications of reward
to project team performance. The systems and job design on
session will include team exercises individual and team
to help reinforce these concepts. performance
As a result of this module you Reading Assignments
11 Apr (PM) Procurement This session explores the
will be better prepared to:
Management procurement management PMBOK: Chapter 12, Project Procurement Management, pages
Mod 46 ƒ Prepare a project
processes that are used to acquire 269-297
Points: 10 procurement plan
goods and services for the
ƒ Insure individual integrity Gray and Larson: Chapter 12, Partnering: Managing
Prof. Szot achievement of project goals. Interorganizational Relations, including Appendix 12.1, Contract
and professionalism by
adhering to legal Management, pages 381-400, 405-409
requirements and ethical Nicholas:
standards in procurement 1. Chapter 4: Project Feasibility through Summary, pages 96-
ƒ Balance stakeholders’ 116
interests by 2. Chapter 5: Contract Administration, pages 139-140
recommending 3. Section 11.3: Contract Administration, pages 375-376
contracting approaches 4. Section 13.6: Closing the Contract, pages 423-424
that are fair to all parties 5. Appendix B: Types of Contracts, pages 563-568.
ƒ Interact with stakeholders
in a professional and Individual assignment 5 points)
cooperative manner 1. Review the case study, Partnering – The Accounting Software
Installation Project, in Gray and Larson, pages 402-403.
2. Prepare a response to the following questions in 2-3 pages:
a. What did Karin do right?
b. Why is the project in trouble?
c. What would you have done differently to assure success?
d. What should Karin do now?
e. How does the type of contract affect Karin’s ability to
“partner” with the external suppliers and the internal
divisions?
f. Should written contracts be used with the internal
divisions? Why or why not?
3. Submit your response in class: 8:00 AM, May 10, 2008.

Team assignment (5 points)


1. This is a continuation of your team project. Collaborate as a
team to prepare a procurement management plan that
describes how procurement will be managed on your project.
Identify what will be procured and your approach to the
procurement.
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Date Title Description Objectives Module Assignments
Mod#
2. Submit this plan as a printed copy of a short PowerPoint
presentation by 8:00 AM, May 10, 2008.
3. Review this plan with the class in less than 10 minutes on
May 10, 2008.

Note: Team score will be adjusted for each team member based on
peer teamwork evaluation.

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Date Title Description Objectives Module Assignments
Mod#
12 Apr (AM) Executing Projects in We will explore how differences in * Identify what cultural 1. Read pages 489-511 (Chapter 15) Gray and Larson
a Global cultural values and beliefs affect knowledge is critical for
Mod 47 2. Complete G&L case study page 513-514, (Team
Environment project management practices in success in cross-cultural
Assignment ) by midnight of the day before class day 2 pts
areas such as project initiation, projects
Points 5
stakeholder management, progress * Gain understanding of 3. Come prepared to discuss and share own international project
Prof. Katz monitoring, conflict prevention and effective task balancing in work experiences 3 pts
resolution, and ongoing global projects
communication.
* Discuss and gain
understanding of how to
prevent cultural friction

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Date Title Description Objectives Module Assignments
Mod#
12 Apr (PM) Leadership & The session explores the 1. Define leadership and its 1. Worksheet L&M: A: Case Analysis: “It wasn’t about race--
Management foundation of leadership in general relationship to influence or was it?” individual graded assignment post by midnight
Mod 48
and the particular application of the day before class (through Blackboard/Assignments”) 6
Points 10 2. Discuss the difference
leadership theory to the discipline pts
between leadership and
Dr. Freedman of in project management.
management. 2. Complete the Case on pages 344 -347 Gray and Larson (Team
Assignment4s, by midnight of the day before class
3. Begin examination of
your own view of 3. Come to class prepared to discuss points from the Kotter
leadership and the type article that you found relevant to the discipline of project
of leader you want to be. management
4. Become familiar with a
number of views on
leadership

8 May (AM) Quality: This session explores quality As a result of this module you Reading Assignments
Measurement and measurement/control and project will be better prepared to:
Mod 49 Gray and Larson: Chapter 14: Project Audit and Closure, pages
Control/ Project closeout. ƒ Identify/implement
461-486
Closeout project controls
ƒ Implement project plan Ireland: Chapter V, Statistical Concepts and Quality Tools, pages
Points10
ƒ Implement/carry out V-1 – V-16
quality assurance
Nicholas:
procedures
Prof. Szot ƒ Refine control limits on ƒ Sections 13.4 – 13.9: Terminating the Project through
performance measures Summary, pages 420-427
ƒ Chapter 17: Project Failure, Success, and Lessons Learned,
ƒ Perform timely corrective
action and evaluate pages 534-551
effectiveness PMBOK
ƒ Assure compliance with ƒ Sections 8.2 – 8.3, Perform Quality Assurance through
change management plan Perform Quality Control, pages 197-198
ƒ Perform periodic ƒ Section 4.7, Close Project, pages 100-102
reassessment of project ƒ Section 12.6, Contract Closure, pages 295-297
control plans and
practices
ƒ Recognize and respond to Individual assignment (5points)
risk event triggers
ƒ Monitor project activity Download the Quality Monitoring and Control/Project Closeout
via periodic inspections assignment from BlackBoard.
ƒ Obtain final acceptance of Edit the downloaded document by adding your answers.
deliverables via formal
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Date Title Description Objectives Module Assignments
Mod#
approval from
Submit a printed copy of the document with your answers in class.
stakeholders
at 1:00 PM, Saturday, May 10, 2008.
ƒ Document lessons learned
by surveying project
stakeholders
ƒ Facilitate Team assignment (5points)
administrative/financial This is the final assignment for your team project.
closure in accordance
with project plan Collaborate as a team to progressively elaborate your quality plan
ƒ Archive essential project to be sure it adequately addresses the quality monitoring and
records/tools control needs of your project.
ƒ Release project resources Prepare a project closeout document that describes how project
via appropriate results will be documented, formal acceptance will occur, lessons
organizational procedures learned will be captured/archived, and how the project team will
ƒ Contribute to the project be dissolved.
management knowledge
base by sharing lessons Submit these documents and a short PowerPoint presentation
learned, best practices, describing the closeout plan and the changes to the quality plan by
etc. 1:00 PM , Saturday, May 10, 2008.
Review this presentation with the class in less than 10 minutes on
Saturday afternoon, May 10, 2008.
Note: Team score will be adjusted for each team member based on
peer teamwork evaluation.

Major Assignment:
No Major Assignment
Grading Information:

41 Earned Value Prof. Szot 10%


42 Project plan execution and control Dr. Gerald Turner 5%
43 People Performance Management Prof Newstead 5%
44 Interpersonal Communication Prof. Newstead 5%

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45 Motivation, Rewards & Job Design Dr. Ziegler 5%
46 Procurement Management Prof. Szot 10%
47 Leadership and Management Dr. Freedman 10%
48 Executing Projects in a Global Environment Prof Katz 5%
49 Quality: Measurement and Control/ Project Closeout Prof. Szot 10%
Hefty assignment by Freedman in lieu of final exam 35%
previously announced. (due May 2)
Total 100 %

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