r k e t i n g S o l u t i o n s I n c . 2 Agenda 1 2 3 Why Project Management skill during Capstone? Project Management in a nutshell What else makes a successful project?
r k e t i n g S o l u t i o n s I n c . • UBC MDS 2nd Cohort • Senior Data Analyst at Unbounce • Co-organizer of Women in Data Science Vancouver • Fun fact: Corgi Mom 4
r k e t i n g S o l u t i o n s I n c . Project Proposal 12 1 Determine the Sponsor • Key contacts for which problem • Key decision maker/consumer • Vacation - point of contact 2 Define the Singular Problem • If multiple, choose the most important • If not clear why they want to solve the problem, ask for more context and true reasons 3 Defining Project Goals • Expected business impacts ◦ Increasing revenue ◦ Decreasing cost 4 Objectives - Scope • Time-bound • Specific • Measurable • Achievable • Realistic
r k e t i n g S o l u t i o n s I n c . Project Proposal 13 5 Solution hypothesis and deliverables • Data science solution and techniques • Final product(s) 6 Assumption, Risks and Dependencies • Dependencies: language, tools, budget (AWS credits?) • Risk management plan 7 Dates • Key milestones • Internal/External timelines • Give realistic timeline ◦ Think about how many hours you want to commit per day 8 Project Approval • Feel good about the proposal • Walk through the proposal with stakeholders and teaching fellow • Get questions answered before proceeding
r k e t i n g S o l u t i o n s I n c . Project Planning 15 1 Defining a Success • Current state, baseline • Evaluate success criteria when project is done, or throughout project execution 2 Setting Milestones • Define outputs and phases of the project • Start from highest level milestones, then layer in deliverables into these phases 3 Communication Plan & Rhythms • Best way to communicate ? • Types of meeting • Frequency 4 Tools for Tracking and Communication 5 Breaking it down
r k e t i n g S o l u t i o n s I n c . Tools for Tracking and Communication Slack Email Google Drive Github Ongoing updates and discussions Milestone achievements & actions, or questions to partners * Branstorm, documents that team can edit together Project tracker and documentation 16 Zoom Hold meetings, working sessions, ask questions Project Planning 4
r k e t i n g S o l u t i o n s I n c . Email Title • Be very specific -- suggesting the content • Examples: ◦ [ QUESTIONS] Marketing Attribution ◦ [NEED APPROVAL] Project Proposal ◦ [ACTION REQUIRED] Try Out MVP Shiny App HOT TIP! 17
r k e t i n g S o l u t i o n s I n c . Github Project & Wiki • Wiki page for documentation ◦ Examples • Github Projects to manage progress ◦ Example • Think about these before commiting your code ◦ No direct commit to master - use folk or branch? ◦ Template for pull request: what needs to be done, what has been done ◦ What is a good code review? ◦ Standardize coding style ▪ Linter like Flake8, formater like black ◦ Set up CI/CD like Travis or Github Actions HOT TIP! 18
r k e t i n g S o l u t i o n s I n c . Project Planning Breaking It Down • Agile project management • Build things incrementally and test ideas constantly 20 5
r k e t i n g S o l u t i o n s I n c . Project Planning Breaking It Down: Assign Roles & Tasks “Issuing responsibilities to team members gives each person a sense of ownership in the project” 1. Assigning roles - can be rotated: ◦ Project manager/Secretary: make sure tasks are done, team achieve goals ◦ Meeting facilitator(s) ◦ Note taker ◦ Testers/Code reviewers 2. Assigning tasks 21 5
r k e t i n g S o l u t i o n s I n c . Project Planning Breaking It Down Assumption & Constraints • An assumption is anything you think to be true but there is no guarantee ◦ Ex1: You will get answers from partners when you need them ◦ Ex2: Your team is willing to stay up late to make sure project meet deadline • Constraints are limitations imposed on the project, such as scope, schedule, and budget ◦ Business constraints (time, budget) ◦ Technical constraints (language, data) 22 5
r k e t i n g S o l u t i o n s I n c . Project Execution 24 1 Project Kick-off • First meeting among your team, student adviser, and capstone partner • Be on the same page of the project proposal and communication plan 2 Tracking Work and Reporting Progress • Daily standup • Are we on track? 3 Acceptance Criteria Testing • Determine whether the project deliverables are complete and accepted as done throughout the project 4 Setting Recurring Meetings and Providing Updates • Updates within the team • Updates to different stakeholders
r k e t i n g S o l u t i o n s I n c . Project Completion 26 1 Success Criteria Testing 2 Documentation • What partner needs to know to use your deliverables without your team being there? 3 Retrospective • What went well? • What was tricky? • Ideas/lessons learned • Flowers (recognize people's contribution)
r k e t i n g S o l u t i o n s I n c . Understand personality and working style, what to get out of this Frequently work together in a same “room” Be transparent of your feelings and your work. Give frequent and timely feedback Morning standups to check in the progress and plan out the day 28 The more you meet with your partner the better Communication is Tip #1 Tip #2 Tip #3 Tip #4 Tip #5
r k e t i n g S o l u t i o n s I n c . Training for Capstone Project & Future • Data Camp • Reading papers and discuss the content • Sessions with partner or teaching fellows • As long as it is communicated to partners and teaching fellow, it is OK to slow down a bit - even spend more time than other groups to understand the concept, what stakeholders need to achieve and then scope the project 29
r k e t i n g S o l u t i o n s I n c . 03 01 02 Embrace the Diversity Team If your teammate is not as strong as you are in a particular area, offer to explain. Or if you feel that you’re not bringing enough values, offer to take notes, contribute and be a helpful teammate. Teaching Fellow Each teaching fellow has a strength. Even though your team has an assigned teaching fellow, feel free to reach out to all of them and pick their brain. Partner If your partner cannot offer you job, ask if they can introduce you to their network, mentor you for career advice. 30
r k e t i n g S o l u t i o n s I n c . Resources Links shown in the slides • Examples of Github Wiki: https://www.quora.com/What-are-some-examples-of-very-well-made-GitHub-wiki-pages-for-ope n-source-projects • Github Project example: https://github.com/hadinh1306/workshop-materials/projects/1 • How to make good code reviews better: https://stackoverflow.blog/2019/09/30/how-to-make-good-code-reviews-better/ • Flake8 (linter): https://flake8.pycqa.org/en/latest/ • Black (Python code formatter): https://github.com/psf/black • Travis: https://travis-ci.org/ • Github Actions: https://github.com/actions • The Beginners’ Guide to Agile Project Management Methodology: https://www.workfront.com/blog/the-beginners-guide-to-agile-project-management-methodolo gy 32
r k e t i n g S o l u t i o n s I n c . Resources Other resources • Different stages of team development: https://courses.lumenlearning.com/suny-principlesmanagement/chapter/reading-the-five-stage s-of-team-development/ • Guide to work remotely: https://zapier.com/learn/remote-work/ 33
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