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UBC MDS | Project Management 101

Ha Dinh
March 27, 2019

UBC MDS | Project Management 101

Ha Dinh

March 27, 2019
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  1. Photo by Leone Venter on Unsplash 03/27/2019 Project Management 101

    How to make your Capstone a happy experience
  2. Ha Dinh • Data Analyst @ Unbounce • UBC MDS

    2nd Cohort • Marketing, Data Science • Destination British Columbia capstone • Have worked with ambiguous data goals and non-technical stakeholders • Fun fact: I’m going to be a corgi mom in 23 days
  3. Photo by Leone Venter on Unsplash CHALLENGES What I learned

    from interviewing capstone groups in my cohort
  4. Not everyone was on the same page in terms of

    business knowledge or technical knowledge
  5. 1. Project Charter - Proposal 1 Determine the Sponsor •

    Key contact for which problem • Key decision maker • Vacation - point of contact 2 Define the Singular Problem • If there are multiple, choose 1 • If you’re not clear why they want to solve the problem, ask to uncover the context and true reasons 3 Defining Project Goals • Expected business impacts ◦ Increasing revenue ◦ Decreasing cost 4 Objectives - Scope • Specific • Measurable • Achievable • Realistic • Time-bound
  6. 1. Project Charter - Proposal 5 Solution hypothesis and deliverables

    • Data science solution and techniques • Final product(s) 6 Assumption, Risks and Dependencies • Dependencies: language, tools, budget (AWS credits?) 7 Dates • Key milestones • Internal/External timelines 8 Project Approval • Walk through the proposal with stakeholders and teaching fellow • Get questions answered before proceeding
  7. 2. Project Planning 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 Breaking it down 4 Tools for Tracking and Communication 5 Communication Plan & Rhythms • Best way to communicate ? • Types of meeting • Frequency
  8. 2. Project Planning Tools for Tracking and Communication 0 1

    Slack Ongoing updates and discussions 0 2 Email Milestone achievements & actions, or questions to partners * 0 3 Google Drive Branstorm, documents that team can edit together Github Projects & Wiki Project tracker and documentation 0 4
  9. Email Title Examples • Be very specific -- suggesting the

    content • Examples: [ QUESTIONS] Marketing Attribution [NEED APPROVAL] Project Proposal [ACTION REQUIRED] Try Out MVP Shiny App
  10. 2. Project Planning Breaking it down Breaking Down and Scheduling

    the Work • Weekly tasks and achievements • Gantt chart • Work breakdown structure for Agile ◦ When requirements aren’t clear and scope can change
  11. 2. Project Planning Breaking it down Roles, Assignments, and Resources

    “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 2. Assigning tasks
  12. 2. Project Planning Breaking it down Assumptions and 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)
  13. 3. Project Execution 1 Recurring Meetings • Progress • Milestones

    • Approval • Changes 2 Accountability • Code of Conduct • Contributor Guidelines
  14. 4. Completion 1 Success Criteria Testing 2 Retrospective • What

    went well? • What was tricky? • Ideas/lessons learned • Flowers (recognize people's contribution) 3 Documentation • What partner needs to know to use your deliverables without your team being there?
  15. Communication is TIP #2 The more you meet with your

    partner the better TIP #3 Frequently work together in a same room TIP #4 Be transparent of your feelings and your work TIP #5 Morning standups to check in the progress and plan out the day TIP #1 Understand personality and working style, what to get out of this
  16. Training Time • Data Camp • Reading papers and discuss

    the content • Sessions with partner or teaching fellows
  17. Photo by Leone Venter on Unsplash Acknowledgment Leslie Ty, Lisa

    Ohman, Tracy Huitika, Claire Son @ Classmates from UBC MDS 2nd cohort