Project Basics

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๐ŸŽฏ PM Foundation: Project Basics

Imagine youโ€™re building the coolest treehouse ever. Thatโ€™s a project! Letโ€™s discover what makes projects special and how professionals manage them.


๐Ÿ—๏ธ What is a Project?

Think of a project like planning a surprise birthday party for your best friend.

  • It has a start (you decide to throw the party)
  • It has an end (the party is over, cake eaten!)
  • It creates something unique (this specific party, for this specific friend)

The Magic Recipe ๐Ÿงช

A project has three special ingredients:

  1. Temporary โ€“ It starts and it ends
  2. Unique โ€“ It creates something new or different
  3. Goal-focused โ€“ It has a specific purpose
graph TD A[๐ŸŽฌ START] --> B[๐Ÿ“‹ Plan] B --> C[๐Ÿ”จ Do the Work] C --> D[๐ŸŽ‰ FINISH] D --> E[โœจ Unique Result!]

Real Examples ๐ŸŒŸ

Project Start End Unique Result
Build a treehouse Day 1 Week 3 Your treehouse!
School science fair September November Your volcano model
Family vacation Planning day Last day of trip Memories & photos

Key Insight: Every project is like a snowflake โ€“ no two are exactly the same!


โš–๏ธ Project vs Operations

This is super important! Not everything is a project.

Operations = Everyday Routine ๐Ÿ”„

Operations are like brushing your teeth every day:

  • Same thing, over and over
  • No end date
  • Keeps things running smoothly

Project = Special Mission ๐Ÿš€

Projects are like building a new bathroom:

  • Done once
  • Has an end
  • Creates something new
graph TD subgraph Operations A[๐Ÿ“š Teaching classes daily] B[๐Ÿญ Making products in factory] C[๐Ÿ›’ Running a store] end subgraph Projects D[๐Ÿซ Building a new school] E[๐Ÿš— Designing a new car model] F[๐ŸŽฎ Creating a new video game] end

Side-by-Side Comparison ๐Ÿ“Š

Feature Project Operations
Duration Temporary Ongoing
Output Unique Repetitive
Example Build house Clean house daily
End? Yes! Keeps going

Simple Rule: If it ends and creates something new = Project. If it repeats forever = Operations.


๐ŸŽช Programs and Portfolios

Now letโ€™s zoom out! Projects donโ€™t live alone.

Programs = Project Families ๐Ÿ‘จโ€๐Ÿ‘ฉโ€๐Ÿ‘งโ€๐Ÿ‘ฆ

A program is a group of related projects working together.

Example: Building a Space Station

  • Project 1: Build the living quarters
  • Project 2: Build the science lab
  • Project 3: Build the solar panels

All these projects together = Space Station Program

Portfolios = The Big Picture ๐Ÿ–ผ๏ธ

A portfolio is ALL your projects and programs. Itโ€™s like looking at your whole toy collection, not just one toy.

graph TD P[๐ŸŽฏ PORTFOLIO<br/>All Projects & Programs] --> PR1[๐Ÿ“ฆ Program A] P --> PR2[๐Ÿ“ฆ Program B] P --> PJ1[๐Ÿ“‹ Project X] PR1 --> PJ2[๐Ÿ“‹ Project 1] PR1 --> PJ3[๐Ÿ“‹ Project 2] PR2 --> PJ4[๐Ÿ“‹ Project 3] PR2 --> PJ5[๐Ÿ“‹ Project 4]

Think of It This Way ๐Ÿ•

Level What It Is Pizza Example
Project One specific task Making one pizza
Program Related projects Pizza party setup
Portfolio All work combined Your whole restaurant

๐Ÿ“– Project Management Definition

Project Management is the art of making projects succeed!

The Simple Version ๐ŸŽฏ

Project management means using:

  • Knowledge (what you know)
  • Skills (what you can do)
  • Tools (what helps you)
  • Techniques (how you do it)

โ€ฆto make your project goals come true!

The Five Magic Questions โœจ

Every project manager asks:

  1. WHAT are we making?
  2. WHEN must it be done?
  3. HOW MUCH can we spend?
  4. WHO will do the work?
  5. HOW will we get there?
graph LR PM[๐ŸŽฉ Project Manager] --> Q1[โ“ WHAT = Scope] PM --> Q2[โฐ WHEN = Schedule] PM --> Q3[๐Ÿ’ฐ HOW MUCH = Budget] PM --> Q4[๐Ÿ‘ฅ WHO = Team] PM --> Q5[๐Ÿ“‹ HOW = Plan]

Real Example: Planning a School Play ๐ŸŽญ

Question Answer
WHAT? Perform โ€œThe Lion Kingโ€
WHEN? December 15th
HOW MUCH? $500 budget
WHO? 20 students + 3 teachers
HOW? Rehearsals every Tuesday

Remember: A project manager is like a captain steering a ship. They donโ€™t do ALL the work, but they make sure everyone knows where to go!


๐Ÿ”„ Project Life Cycle

Every project has a life story โ€“ a beginning, middle, and end.

The Four Chapters ๐Ÿ“š

graph TD A[๐ŸŒฑ 1. STARTING<br/>Initiation] --> B[๐Ÿ“‹ 2. PLANNING<br/>Organizing] B --> C[๐Ÿ”จ 3. EXECUTING<br/>Doing the Work] C --> D[๐ŸŽฌ 4. CLOSING<br/>Finishing Up]

What Happens in Each Part? ๐Ÿค”

Phase What You Do Example: Building a Lemonade Stand
Starting Decide to do it โ€œI want to sell lemonade!โ€
Planning Figure out how Get supplies list, pick location
Executing Do the work Build stand, make lemonade
Closing Wrap up Clean up, count money

The Energy Wave ๐ŸŒŠ

Notice how work goes up and down:

High  โ–ฒ     โ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–ˆ
      โ”‚   โ–ˆโ–ˆ        โ–ˆโ–ˆ
Work  โ”‚ โ–ˆโ–ˆ            โ–ˆโ–ˆ
      โ”‚โ–ˆ                โ–ˆโ–ˆ
Low   โ””โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ–ถ Time
      Start          End

Most work happens in the middle (executing), not at the start or end!


๐Ÿ“ฆ Project Phases

Phases are like chapters in your projectโ€™s story. Each phase focuses on specific work.

Why Use Phases? ๐Ÿงฉ

  • Organized โ€“ One thing at a time
  • Checkpoints โ€“ Review before moving on
  • Control โ€“ Catch problems early

Example: Building a Mobile App ๐Ÿ“ฑ

graph TD P1[๐Ÿ“‹ Phase 1<br/>Design] --> P2[๐Ÿ’ป Phase 2<br/>Develop] P2 --> P3[๐Ÿงช Phase 3<br/>Test] P3 --> P4[๐Ÿš€ Phase 4<br/>Launch]
Phase Focus Deliverable
Design What it looks like Drawings & plans
Develop Build it Working app
Test Find bugs Bug-free app
Launch Share it App in stores

Phases Can Overlap! ๐Ÿ”€

Sometimes phases happen at the same time:

Phase 1: โ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–ˆ
Phase 2:     โ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–ˆ
Phase 3:          โ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–ˆ
Phase 4:                 โ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–ˆ
         โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ–ถ Time

Key Point: You complete most work in one phase before starting the next, but some overlap is normal!


๐Ÿšช Phase Gates

Phase gates are like security checkpoints at an airport.

The Checkpoint System โœ…

Before moving to the next phase, you must pass through a gate:

  1. Stop โ€“ Pause the work
  2. Review โ€“ Check whatโ€™s done
  3. Decide โ€“ Go forward, fix problems, or stop?
graph LR P1[Phase 1] --> G1{๐Ÿšช GATE 1} G1 -->|โœ… Pass| P2[Phase 2] G1 -->|๐Ÿ”„ Redo| P1 P2 --> G2{๐Ÿšช GATE 2} G2 -->|โœ… Pass| P3[Phase 3] G2 -->|๐Ÿ”„ Redo| P2

What Happens at a Gate? ๐Ÿ”

At each gate, someone asks:

Question Good Answer Problem Answer
Is work complete? โ€œYes, all done!โ€ โ€œAlmostโ€ฆโ€
Is quality good? โ€œTested & approvedโ€ โ€œHavenโ€™t checkedโ€
Stay on budget? โ€œUnder budget!โ€ โ€œOverspentโ€
On schedule? โ€œRight on timeโ€ โ€œRunning lateโ€

Gate Decisions ๐ŸŽฏ

After review, three things can happen:

Decision What It Means Icon
GO Move to next phase โœ…
KILL Stop the project โŒ
HOLD Wait for more info โธ๏ธ
RECYCLE Go back and fix ๐Ÿ”„

Real Example: Movie Production ๐ŸŽฌ

Phase Gate Question
Script โ†’ Gate 1 Is the story good enough?
Filming โ†’ Gate 2 Do we have all footage?
Editing โ†’ Gate 3 Is it ready for theaters?

Why Gates Matter: They prevent you from building a whole house on a cracked foundation! Catch problems early, save time and money later.


๐ŸŽฏ Quick Summary

Concept One-Line Definition
Project Temporary work creating something unique
Operations Ongoing work that repeats
Program Group of related projects
Portfolio All projects & programs combined
Project Management Skills & tools to make projects succeed
Life Cycle Start โ†’ Plan โ†’ Do โ†’ Close
Phases Chapters of focused work
Phase Gates Checkpoints to review & decide

๐ŸŒŸ You Did It!

You now understand the foundation of project management!

Remember the treehouse? Now you know:

  • Itโ€™s a project (not operations)
  • It could be part of a program (backyard makeover)
  • It follows a life cycle
  • It has phases with gates
  • And a project manager keeps it all on track!

โ€œA journey of a thousand miles begins with a single step.โ€ โ€“ And that step is understanding the basics! ๐Ÿš€

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