TDWI Project Management for Business Intelligence Training in New Zealand

• BI and data warehousing project managers
• Business and IT managers with BI roles and responsibilities

• Why and how managing BI projects is more difficult than managing traditional IT projects
• How to define a manageable BI project
• How to choose among traditional, agile, and rational unified project management methods
• How to combine methods to create a hybrid approach to BI project management
• How to plan a project with each project management method
• How to apply each method in project execution
• How each method supports project monitoring and control
• How to apply each method at project completion

Module One

Project Management Fundamentals

• Project Management Basics
• Project Management Defined
• Project Management Responsibilities
• Project Management Terminology
• Project Management Tools and Technology
• Architecture and Methodology – Compatibility and Dependency

Project Management Success

• The Right Balance
• Deliver Results
• On Time and within Budget
• Meeting Expectations
• With Happy Customers

Project Management Failures

• Missing Success Criteria
• High Stress
• Bad Feelings and Damaged Relationships

Module Two

Challenges of BI Projects

BI Projects vs. IT Projects

• Lifecycle Differences
• Methodology Differences
• Different Requirements
• Different Stakeholders
• Business Scope and Visibility
• External Dependencies
• Different Skills

Kinds of BI Projects

• Data Integration and Data Warehousing
• Query and Reporting
• Business Analytics
• Monitoring and Management Systems
• Data Mining
• Decision Automation
• Operational Integration
• Technology and Infrastructure

Project Management Methods

• Project Management Institute (PMI)
• PMI in Greater Detail
• Rational Unified Process (RUP)
• RUP in Greater Detail
• Agile Project Management
• Hybrid Methods
• A Checklist for High-Quality Requirements
• Systems Development Tools
• Software Configuration Management (SCM)
• Maintenance Requirements
• Service Oriented

Module Three

Defining a BI Project

Project Definition Questions

• What Will You Deliver?
• To Whom Will You Deliver?
• With What Interested Parties?
• With What Participants?
• Using What Resources?
• At What Cost?
• By When Will You Deliver?
• For What Purpose or Value?
• With What Success Criteria?

The Project Charter

• Forman Project Definition
• Sponsors
• Description
• Statement of Scope
• Top-Level Business Requirements
• Business Rationale and Priority
• Project Dependencies
• Stakeholders
• Staffing: Roles, Skills, and Responsibilities
• Top-Level Schedule
• Budget and Resource Allocation
• Success Criteria and Measures
• Assumptions and Constraints
• Readiness and Risk Assessment

Module Four

Choosing the Project Approach

Fitting to the Organization

• A CMMI View
• Project Size and Duration
• Kind of Project
• Level of Readiness
• Level of Risk

Fitting to the Project

• Level of Readiness
• Level of Risk
• Degree of Formality
• Traditional, Rational, Agile, or Hybrid?

Defining the Project Structure

• Lifecycle and Methodology
• Project Governance
• Organizations and Teams
• Change Control
• Issues Management
• Document Management
• Communication and Reporting

Module Five

Running the Project

Planning the Project

• PMI Planning
• Rational Planning
• Agile Planning

Executing the Project

• PMI Execution
• Rational Execution
• Agile Execution

Monitoring and Controlling the Project

• PMI Project Control
• Rational Project Control
• Agile Project Control

Completing the Project

• PMI Project Closure
• Rational Project Closure
• Agile Project Closure

Module Six

Summary and Conclusion

Summary of Key Points

• A Quick Review
• References and Resources
• More Project Management Information

Appendices

Appendix A

• Bibliography and References