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									                                    Session 304

                 HRMS Project Development:
           From Storyboard Concept to Production


                                  David R. Boxler
                                  Project Director
                                   WorkStrategy


                                                        1
IHRIM 2004 Conference and Exposition
HRMStrategies 2004: Creating Value through Innovation
                                 Introduction

                                                        2
IHRIM 2004 Conference and Exposition
HRMStrategies 2004: Creating Value through Innovation
            Imagineering Techniques

             Develop and Present Creative Ideas

             Provide Continuous Goals

             Staff visual of three goals
                1. The one currently in work
                2. The next one to work on
                3. The one to be worked on after the second is complete


             When one task is completed, a third goal is added to the
              end to insure creative juices continue to flow


                                                                          3
IHRIM 2004 Conference and Exposition
HRMStrategies 2004: Creating Value through Innovation
         Session Overview


                Presentation is in a Storybook Format
                Organized „Walking through a Project‟
                Includes Numerous Case Studies
                Retention by „Chunking‟ Concepts
                15 Management Tools Blend
                  „Best Practices‟ Old and New
                Summary
                Questions and Discussion




                                                         4
IHRIM 2004 Conference and Exposition
HRMStrategies 2004: Creating Value through Innovation
         Session Take Aways
           Project Development should be rapid, predictable and
            cost-effective

           Project Communication Strategy is to reduce risks while
            setting expectations

           Proven Methodology is best valued by case studies with:
              templates of Project Management Tools
              „Best Practices‟ old and new




                                                                      5
IHRIM 2004 Conference and Exposition
HRMStrategies 2004: Creating Value through Innovation
  Project Management Evolution
             Current
                Project Lifecycle is measured in weeks rather than months
                 or years
                Boardroom Buzz: Portals and Web based ESS/MSS

                  • „Think Strategic‟
                  • E- Recruiting and e-Workforce Planning
                Prototyping

                   „Knowledge Management‟
                   Increased idea generation, reduced cycle time
                   Progression of innovation and collaboration
                   Integration is quicker and less costly


                                                                             6
IHRIM 2004 Conference and Exposition
HRMStrategies 2004: Creating Value through Innovation
  Project Framework and Tools
  Application Development                               WEB Development

     Project Manager                                    Producer
     Database Administrator                             Information Architect




     Scope Document                                     Creative Brief
     Functional Requirements                            Storyboard or
     Technical Specifications                           Branching Diagram



                                                                                7
IHRIM 2004 Conference and Exposition
HRMStrategies 2004: Creating Value through Innovation
   15 Management Tools
   Blend ‘Best Practices’ Old and New

         Setting Expectations
                  Enthusiasm
                  Teamwork
                  Communication
                  Well Maintained Skill Set


           Selecting the right tool, in the right division
              *** is essential ***


                                                             8
IHRIM 2004 Conference and Exposition
HRMStrategies 2004: Creating Value through Innovation
  Four Major Divisions of a Project
   Project Organization, Confirmed Scope, Focused
     Client, Prepared Consulting Team
                                    Project Management




             Initial         Scope and           Implement          Transition
           Planning          Prototyping                               Plan

           Tools 1-3           Tools 3-8         Tools 9-14          Tool 15




        Discovery Assessment                       Implementation                9
IHRIM 2004 Conference and Exposition
HRMStrategies 2004: Creating Value through Innovation
  Initial Planning – Division # 1

      Project Organization and Vision
           JAD Sessions


      Functional Requirements
                                                         Initial
      Technical Specifications                         Planning



      Resources

                                                                   10
IHRIM 2004 Conference and Exposition
HRMStrategies 2004: Creating Value through Innovation
  Organizational Framework Retained

         Project Champion

         Project Sponsor

         Project Dynamics
             JAD Sessions
             Politics
             Optimistic Schedules



                                                        11
IHRIM 2004 Conference and Exposition
HRMStrategies 2004: Creating Value through Innovation
      Baseline (Tool # 1 )

     Functional Requirements
          Grab the attention of “would-be” supporters
          Detail user requirements
          Insert WEB / Net functionality

     Technical Specifications
          Detail platform
          Detail interfaces
          Detail transition and recovery plans
          Detail customizations



                                                         12
IHRIM 2004 Conference and Exposition
HRMStrategies 2004: Creating Value through Innovation
      Risk/Cost Analysis

     Environmental Factors (Tool # 2 )
               Corporate or Organizational

     Operational Constraints

     Cost Estimates
               Fixed or Fee for Service

     Shared Responsibilities (Tool # 3 )

     Phased Approach

                                                        13
IHRIM 2004 Conference and Exposition
HRMStrategies 2004: Creating Value through Innovation
   Scope and Prototyping – Division # 2

      Budgets
           Budget to Actual


      Project Plan
           Milestones                                   Scope
           Timelines                                     and
                                                        Prototype
      Work Plan
           Constraints
           Environmental Factors

                                                                    14
IHRIM 2004 Conference and Exposition
HRMStrategies 2004: Creating Value through Innovation
       Budgetary Coordination

          Excel spreadsheets identify staff hours/cost
           (Tool # 4 )

          Charge back Expense to project

          Periodic Report to Management

          Budgetary Estimates by Phases




                                                          15
IHRIM 2004 Conference and Exposition
HRMStrategies 2004: Creating Value through Innovation
       Timelines

            Milestone Listing (Tool # 5)

            Flexible Project Plans (Tool # 6 )
                 Any item 3 weeks hence is a promise

                 Updated every week on the same day

            Work Plans (Tool # 7 )
                   (De-composition)
                   No more than 4 to 8 hours per task



                                                         16
IHRIM 2004 Conference and Exposition
HRMStrategies 2004: Creating Value through Innovation
         Scope Document

           Presets customer expectations (Tool # 8 )

           „Scope Creep‟ will happen
                     reduced by a phased approach
                     recognize early
                     consider few to none as project nears completion
                     avoid rippling effect to staffing, analysis, coding,
                      testing, user acceptance, documentation and training




                                                                             17
IHRIM 2004 Conference and Exposition
HRMStrategies 2004: Creating Value through Innovation
         Quick Prototyping

             Compresses execution timeframe and feedback
              exponentially
                 Hundreds of time faster than specification-obsessed
                  method
                 Squeezes hot air and pessimists out of the process
                 Encourages teamwork
                 Demonstrates early, tangible results

             Documentation
                 Feedback – Changes – Go Again



                                                                        18
IHRIM 2004 Conference and Exposition
HRMStrategies 2004: Creating Value through Innovation
       Implementation – Division # 3

      Testing
           Unit
           System
           Quality Assurance
           User Acceptance

                                                        Implement
      Communications

      Monitoring

                                                                    19
IHRIM 2004 Conference and Exposition
HRMStrategies 2004: Creating Value through Innovation
        Implementation

            Customize to satisfy requirements within
             constraints of the software tools

            Interfaces (Danger, Danger)
                 (Tool # 9 )


            Unit, System, User Testing
                 Include the pessimists within the testing process with
                  other known supporters




                                                                           20
IHRIM 2004 Conference and Exposition
HRMStrategies 2004: Creating Value through Innovation
     Communication

         Written
                  Up and across several levels of the organization

                  Agenda (Tool # 10 )
                       Skeleton of project plan


                  Meeting Minutes (Tool # 11 )
                       Project status – stoplight indicator
                       Peer review of draft prior to release




                                                                      21
IHRIM 2004 Conference and Exposition
HRMStrategies 2004: Creating Value through Innovation
        Work-in-progress Meetings

            15 minute meetings (Powerful tool)

                 Use an egg timer

                 Surfaces what‟s going on

                 Disposes issues lightning fast

                 Have the meetings religiously




                                                        22
IHRIM 2004 Conference and Exposition
HRMStrategies 2004: Creating Value through Innovation
       New Technology Tools

         Develop an abbreviated Business Plan to quantify
          savings

         Email Meeting Minutes/Plan Updates

         M/S Outlook for scheduling meetings

         VISIO Graphics for documenting workflow, system
          design and interfaces




                                                             23
IHRIM 2004 Conference and Exposition
HRMStrategies 2004: Creating Value through Innovation
       Management Coordination

          Key Date Matrix (Tool # 12 )

          Daily Report (Tool # 13 )

          Weekly Client Timesheet listing activities
           (Tool # 14 )




                                                        24
IHRIM 2004 Conference and Exposition
HRMStrategies 2004: Creating Value through Innovation
       Transition Plan – Division # 4

          Hand-over to Production

          Client Feedback

          Post Project Review                          Transition
                                                           Plan




                                                                     25
IHRIM 2004 Conference and Exposition
HRMStrategies 2004: Creating Value through Innovation
       Client Feedback


          Performance review (Tool # 15 )




                                                        26
IHRIM 2004 Conference and Exposition
HRMStrategies 2004: Creating Value through Innovation
   Summary


      Optimistically sell your project, believe in your
      project and own your project.




                                                          27
IHRIM 2004 Conference and Exposition
HRMStrategies 2004: Creating Value through Innovation
  Summary (continued)


      As the project manager, open your toolbox and
      determine the right combination of tools to
      delineate what you need from the client and
      what the client can expect from you.




                                                        28
IHRIM 2004 Conference and Exposition
HRMStrategies 2004: Creating Value through Innovation
        Summary (continued)

          In the event problems arise, deliver the message
          expeditiously to the client.

          Remember, bad news delivered earlier in a
          project has lesser impact than the same bad
          news delivered late.

          Rejoice in the courage for action and deal with it!



                                                                29
IHRIM 2004 Conference and Exposition
HRMStrategies 2004: Creating Value through Innovation
        Conclusion

                                                   Know yourself, know
                                                   your team, know your
                                                   client, know your subject
                                                   matter…do you have
                                                   your tools?

                                                   Now you‟re equipped to
                                                   share the working
                                                   knowledge of a
                                                   successful HRMS project!


                                                                               30
IHRIM 2004 Conference and Exposition
HRMStrategies 2004: Creating Value through Innovation
  Questions & Discussion
    Requirements           Project              Meeting
                           Plan                 Minutes

    Risk                   Work                 Interfaces   Daily Report
    Analysis               Plans


    Shared                 Scope                Budgets      Weekly Client
    Responsibilities       Document                          Timesheets

    Milestone              Agenda               Key Date     Performance
    Listing                                     Matrix       Review



                                                                             31
IHRIM 2004 Conference and Exposition
HRMStrategies 2004: Creating Value through Innovation
                   HRMS Project Development:
             From Storyboard Concept to Production




                                IHRIM 2004

                                                        32
IHRIM 2004 Conference and Exposition
HRMStrategies 2004: Creating Value through Innovation
                             IHRIM needs your feedback!
                        Please complete a session evaluation for



                        Session 304
                 HRMS Project Development:
            From Storyboard Concept to Production


                                   David R. Boxler
                                   Project Director
                                    WorkStrategy
                                    410.715.1020
                           david.boxler@workstrategy.com

                                                                   33
IHRIM 2004 Conference and Exposition
HRMStrategies 2004: Creating Value through Innovation

								
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