Methods for Charting Project Relationships

An organization chart shows you, in an instant, all the relationships within a company. It allows you to clearly see the layout of people and departments for an entire organization.

An organization chart is any graphic manifestation of project reporting relationships. It gives you the big picture of how your project fits into the overall activity of the organization. It shows the relationships:

• between resources of the project management system
• of formal authority between groups and individuals.

Organization charts can be formal or informal, highly detailed or broadly framed. The place of individuals within boxes on the organization chart shows broad working relationships. The connecting lines between boxes indicate formal chains of command and lines of communication between individuals.

Organization charts vary dramatically from one organization to another. They do, however, have some basic elements in common. For example:

• All members of the project are identified, including stakeholders.
• Data can be formal, informal, detailed, or general.
• Direct relationships between people are shown with a solid line.
• A dotted line indicates an indirect relationship, or a relationship that has not been clearly defined.

Organization charts offer project managers several important benefits. For starters, they show you the overall framework of the organization and indicate where project members fit into the organization. They also reveal the basic relationships between project team members, and they explain formal lines of authority (reporting relationships).

There are also drawbacks to using a traditional organization chart. For example, a traditional organization chart:

• doesn't show the nature and limits of the activities required to attain project objectives
• doesn't show the reciprocal relationships between people, which often occur within a project
• may not accurately reflect the structure throughout the project because it is often out of date very quickly
• may confuse people, as the pyramidal structure may portray a false sense of status and prestige.

Charts vary because organizations and projects vary. There are specific organization charts that give you added information. These charts help you as you plan. One such plan is an Organizational Breakdown Structure Chart (OBS)

An OBS identifies the roles and responsibilities of the individual as well as those of the collective project unit. And OBS is a concise description of the organizational interfaces. It illustrates:

• who the project participants are, the extent of their involvement, and their authority
• when decisions should be made or activities performed
• who has authority when team members share common work
• work packages or tasks necessary for project success.

And OBS is time consuming to prepare, but gives you more valuable information than a standard organizational chart.

A standard organization chart or Organizational Breakdown Structure Chart provides you with concise information concerning responsibility relationships within an organization. Both types of charts provide a useful tool of reference for everyone involved in the project.

Using Control Charts to Identify Product Process Problems

Project managers use control charts to spot production process problems before they spin out of control. On a control chart, production data is plotted and analyzed for specific trends. Control charts are used more as a preventive measure rather than for detection or rejection of quality problems. This is extremely useful since it is cheaper to prevent mistakes than to correct them.

Control charts compare quality, cost, and time issues to an established norm. They indicate permissible behavior so that aberrations are easy to identify. Analysis of control charts determines whether a process is stable or whether corrective action needs to be taken.

Control charts can also help determine sources of variation. Variation is the range the observations fall around the process mean or average. Variation is different for every product or process since each has different characteristics.

• Common cause variation - is random variation common to any process. This type of variation requires management decisions to change the basic processes. Common cause variation is caused by chance and requires no corrections.
• Special cause variation - happens at the operational, or production, level. This variation is indicated by exceeding a control limit or a persistent trend towards the limit. Special causes exist when the variation in a process exceeds allowable standards. Corrective action is then required.

Variation is also categorized by time.

• Short-term variation - can be caused by changes in suppliers or workers' performance.
• Long-term variation - occurs in cases of tool wear, environmental changes, or increased administrative control.

There are two types of control charts classified by the type of data they collect. Variable control charts are used with continuous data in which all numerical values are possible. Variable charts are useful when measurements from a process are variable such as diameters, electrical output, or chemical concentrations.

Attribute control charts are used with discrete data, or when data can only have a certain value, or range, such as "1" for "yes" and "2" for "no" in a conformance test. Attribute charts analyze data such as conforming/non-conforming, pass/fail, go/no go, or yes/no measurements.

The use of these various charts depends on what type of quality measurement is desired. The most common type is the X bar chart, or process average chart.

Limits on a control chart are often called the three-sigma limit because most companies operate within the 3 sigma limit. In a normal distribution, 99.73 percent of the measurements lie within X bar ± 3s, or within the UCL and LCL. Some companies now employ a six-sigma limit in their quality control. This allows only 2 defects per billion. This exactness in quality is so expensive that it is only possible over very large production runs.

The high figure indicates a high degree of variation because more of the observations fall away from the average. Therefore, the taller the curve shape, or the bell curve, the lower the standard deviation will be.

Control charts can be interpreted in many ways depending on their patterns and line shifts. Experience is the greatest aid to understanding a chart. Control charts tell when to look for trouble but not where the cause lies. Control charts also indicate when to leave a process alone. Variation can be unnecessarily introduced by an operator trying to fine-tune a machine to near perfection, when the control chart indicates the operator could leave the process alone. Charts are interpreted by runs, trends, periodicity, and hugging.

Quality control inspectors also use the Rule of Seven to determine if a process is out of control. If seven or more consecutive observations are found to be on one side of the mean, then it is out of control. The reason it is said to be out of control is that there is only a 1.56 percent statistical chance of random variation that the run of seven would fall on one side of the mean.

One of the most useful quality control tasks is ensuring a process is in control, by identifying the existence of a problem. Control charts are a valuable tool in determining whether or not a project or process is in control. To be able to read control charts, you need to be familiar with the different control chart types and their components, and the various methods of interpretation.

Flowcharting for Project Quality Assurance

It's usually beneficial to approach project problems in new ways. One effective technique you can use when addressing problems related to project quality assurance is flowcharting. You can use this method of problem solving to visually map the process or problem in question.

Flowcharts graphically represent processes and activities. They can help you identify the source of specific problems, which will enable you to find solutions. In addition, they can make communication about problems easier, help you discipline your thinking, and show how different elements fit together.

You can use two types of flowcharts for quality assurance purposes—the cause-and-effect diagram, and the process flowchart. Details about these two types of flowcharts are provided below.

1. Cause-and-effect diagrams
For every quality-related effect or problem in a project, a cause must be identified. Cause-and-effect diagrams can help you establish a cause, whether it is a problem or a desirable result an organization has found and wants to reproduce. These diagrams are also called fish-bone diagrams, because they resemble a fishbone with branches slanting off a main "spine."

When causes are established, they are categorized according to type. Cause types can include such things as materials, machines, people, and information. They are represented with a branch on the fishbone diagram. All subcauses connect to these branches.

Cause-and-effect diagrams are useful in brainstorming sessions because they act as visual displays for dividing large problems into manageable parts. Listed below are the four steps for constructing a cause-and-effect diagram.

• Identify the problem or effect. To identify the problem or effect, place a concise statement of the problem in a box at the end of a horizontal line.
• Identify the causes. Next, in a brainstorming session, identify any causes for the problem. Focus discussions on one cause at a time. Possible subcauses are identified at this time as well.
• Build the diagram. In the third step, build the diagram. To do this, organize the causes and subcauses into the diagram layout. Each branch should represent a cause-type, such as materials, machines, and information. Connect subcauses to these branches.
• Analyze the diagram. Finally, analyze the diagram. Identify the logical solutions by considering whether each solution is achievable.

2. Process flowcharts
Flowcharts also indicate what is done throughout a process, from one step to another. On these process flowcharts, information about a process is placed inside or beside an appropriate symbol.

With some training, anyone on a quality improvement team can draw a process flowchart. However, everyone should clearly understand the meaning of each symbol used on the flowchart, including the symbols for Operation (a rectangle), Movement/Transportation (an arrow), Decision Point (a diamond), Inspection (a large circle), Paper Documents and Delay (both specialized rectangular symbols), Boundary (an oval), and Connector (a small circle).

To create a process flowchart, you draw a picture of the process. With some training and practice, flowcharting can be a straightforward process. Follow the steps listed below to complete this task.

• Define the process steps. First, you should identify the steps in a process by holding a brainstorming session and letting everyone on the team provide input.
• Sort the steps in order. Next, identify what is done at each step and then sort the steps in order.
• Place the steps in the appropriate symbols. The third step involves placing each step in the appropriate symbol. Use standard symbols to sketch the flowchart.
• Evaluate the steps. Finally, reevaluate the steps. This will ensure that the process is complete, efficient, and free of problems. Be sure to review the actual process and then make any necessary revisions to the flowchart.

Flowcharts are effective tools for enhancing the quality assurance of a project, as they graphically represent processes and activities. They can help you identify the cause of a problem or effect, and identify problems in a process.

Presenting Schedule Information Graphically

Everyone follows a schedule of some sort—a meal schedule, an exercise schedule, or a meeting schedule. In the area of project management, a schedule includes a list of project activities along with the planned start and expected finish dates for each part of the activities. This schedule may be presented in summary form or in detail using either a tabular or graphical format.

The tabular format presents the information in a table. The tabular format is very rarely used, as the information it presents is hard to read and understand.

The graphical format presents the information in the form of a diagram or chart. It allows the project manager to visualize the schedule.

When it comes to presenting schedule information graphically, you have a number of choices. The most common graphical presentation formats are the project network diagram (PND), Gantt chart, milestone chart, and time-scaled network diagram.

A project network diagram (PND) is a schematic display of the project's activities and the logical relationship between them. Each planned activity is numbered on the PND. For example, the number 1 could be Activity 1—the architecture and design of the project. Number 2 could then be the foundation work.

A Gantt or bar chart is the most convenient, commonly used, and easiest-to-understand format of data presentation for project planning, resource scheduling, and status reporting. It shows start and finish dates as well as the expected durations for each project activity.

A milestone chart is a summary-level schedule that identifies the major activities or deliverables of the project. It can become the skeleton for the master schedule. A milestone typically marks the end of an event or the completion of an activity.

A time-scaled network diagram is a cross between a Gantt chart and a PND. It displays the project logic, activity durations, and schedule information. The positioning and length of the activity arrow represent its duration.

Remember, there are a number of formats that your company may choose from when creating a project schedule. Determine the individual needs of your project and the key stakeholders, then make your choice based on those needs.

Three Ways to Diagram Projects

Before leaving on a trip you gas up the car and then check the road map for the best route. Project managers also have road maps that they can follow to choose the best route for their projects.

The project network diagram, also known as a project manager's road map, is one of the inputs to schedule development. It is a schematic display of the project's activities and their logical relationships or dependencies. It may be produced manually or on a computer, and may include full project details, or have one or more summary activities. The diagram should be accompanied by a summary narrative that describes the sequencing approach.

Project managers use three principal types of network diagrams: precedence diagramming method (PDM), arrow diagramming method (ADM), and conditional diagramming method (CDM).

Precedence diagramming method (PDM)
The precedence diagramming method (PDM) uses nodes to represent activities. Arrows join the nodes together and indicate the dependencies between activities. This technique is also known as activity-on-node (AON) and is the method most widely used by project management software.

The precedence diagramming method is based on four types of dependencies: finsh-to-start, finish-to-finish, start-to-start, and start-to-finish. The first activity in a dependency relationship is referred to as the "from" activity. The second is referred to as the "to" activity.

• In a finish-to-start dependency the "from" activity must finish before the "to" activity can start. For example, on a courseware development project, you must finish the scripting before the graphics can be developed.
• In a finish-to-finish dependency, the "from" activity must finish before the "to" activity can finish. For example, car body and engine production can be started at the same time. The last step in the engine production phase is to install it in the body. Therefore, the body must be finished before the engine can be finished.
• In a start-to-start dependency, the "from" activity must start before the "to" activity can start. For example, on a telemarketing project the compilation of phone lists must be started before people can actually be called.
• Finally, in a start-to-finish dependency, the "from" activity must start before the "to" activity can finish. For example, if your car refuses to start, you may need to jump start the battery with booster cables. The engine must start before you can finish jump starting the car.

In the precedence diagramming method, finish-to-start is the most commonly used type of dependency.

Arrow diagramming method (ADM)
The arrow diagramming method (ADM) uses arrows to represent the activities and connects them at nodes to show dependencies. This technique is also known as activity-on-arrow (AOA). Although less common than the PDM, it is still the technique of choice in some application areas.

In an ADM, "dummy activities" are used to show logical relationships when logical relationships cannot be completely or correctly described with regular activity arrows. A dummy activity uses no resources, has a duration of zero, and is represented by a dashed arrow.

Conditional diagramming method (CDM)
The conditional diagramming method (CDM) allows you to diagram activities that must be repeated more than once. This technique also allows you to diagram non-sequential activities. The two most widely used techniques for creating a CDM are graphical evaluation review technique (GERT) and system dynamics.

Activities that must be repeated more than once are known as loops and can affect the project schedule if their durations are not calculated properly. An example of a loop may be the testing component of a project that needs to be repeated more than once.

When your project has an activity that only occurs under the right conditions, you will need to add conditional branches to the schedule. For example, a conditional branch may be added following an inspection activity. This would indicate that if errors are detected in the product, changes to the product's design may be needed.

Project managers use standardized network diagrams to create project network diagrams faster than they could by drawing them out using a pen and paper. These networks can include an entire project or only a portion of it. Portions of a network are commonly referred to as subnets or fragnets. Subnets are especially useful when a project has several identical or near identical features. Examples of subnets include constructing floors in a high-rise office building, or doing clinical trials on a pharmaceutical project.

Project network diagrams can be used as a guide for your project team and to help your management team better monitor project progress. This ultimately increases your chances of executing a successful project.

Three IT Project Management Tools

Every trade has its tools. As an IT project manager, what do you consider to be your "tools of the trade?"

There are three tools used by IT project managers and team members that are key to the administration of a project. These three tools are project planning software, project estimating software, and presentation tools.

1. Project planning software
Project planning software helps your team define and manage the scope of the project. Many versions of planning software are presently available for project management. You should shop around to determine the best product for the various projects your company undertakes.

Planning software is a valuable tool for creating and managing schedules like Gantt or Pert-type charts and for facilitating communication between all parties involved in the project.

2. Project estimating software
Project estimating software is useful for compiling data, producing charts, managing resources and costs, and performing analyses. Spreadsheets are a common example of estimating software.

3. Presentation tools
Presentation tools help you visually deliver progress reports, produce user manuals, and prepare final reports. The specific needs of your project will help you determine the estimating software and presentation tool you will need.

By determining your project needs ahead of time, you will be able to identify key IT project management tools that will help you and your team effectively complete your next project.