Course Background:
In the face of the current fierce market competition environment, how to quickly launch new products and reduce the waste of R & D is a problem that many entrepreneurs and R & D general managers are very concerned about
How to formulate a reasonable project assignment and project charter, and maintain good communication with project investors;
How to build a team that is accountable for the entire project, and how to clearly define the roles and responsibilities of team members;
How to balance the relationship between demand, schedule, quality and cost of R&D projects;
How R&D project managers balance project management and technical development efforts;
How to ensure the rationality of the project plan, while ensuring the progress required by the leader without sacrificing quality;
How to control the scope of the project and reduce the impact of changes on the project
How to identify project risks, formulate risk management plans and effectively control risks;
How to control the project in the process of project implementation to ensure the progress of the project;
How to evaluate the performance of project team members, activate the whole team, and ensure the combat effectiveness of the team;
What are the key factors that ensure the success of an R&D project?How to structure these key factors ?......
Our team of lecturers in the past 6 years has provided hundreds of enterprises with internal training on R&D project management, on the basis of summarizing a large number of enterprise practices, we believe that R&D project management is not only technology development work, but a combination of technology and management, sometimes even complete management work, management is an art, when a manager is a responsibility, the task of R&D project manager will no longer be a personal hero to work hard to complete your individual tasks, but should lead your team to complete the team goals。
On the basis of a large number of cases, the course was greatly optimized in 2015 to form a set of tools and templates that can be shared with the majority of enterprises, and after learning Xi, enterprises can optimize and solidify the company's R&D project management system based on the experience of these industry best practices.
Course Objectives:
Understand the best practices and practices of R&D project management in the industry, and share relevant skills and techniques.
Understand the organizational structure and team roles of R&D projects in the industry.
Master the formulation, execution and monitoring of R&D project plans.
Learn how to integrate quality management and risk management into the entire R&D project plan.
Master the performance management of R&D project teams.
Share the key experiences of successful R&D projects in the industry.
Share a set of R&D project management tools and templates summarized by the lecturer for years of R&D consulting, and formulate an action plan based on the practice of the enterprise to ensure that it can be implemented in your own company.
Course Highlights:
Taking problem solving as the framework, according to the requirements of rapid learning Xi method and the characteristics of the first learning Xi, on the basis of lecturer teaching;Targeted training is designed so that participants can replicate our capabilities;
Integrate the process and tools of the project. In addition to explaining the process of using the tools, it also explains how the various tools are combined into a whole.
The case is relatively close to reality and time-sensitive.
The atmosphere is active and interactive, the content inspires epiphany, the method is practical and operable, and free Q&A time is set up to solve practical puzzles
Effects: Simple, effortless, and interactive;
Course Target:Project managers, project management teams, project functional managers, key employees, etc.
Course Duration:2 to 3 days (6 hours), the content of the course syllabus can be adjusted according to the specific situation and time requirements of the enterprise.
Course Method:This introduces the "full experience training mode". Classroom narration, case analysis, game experience, interactive Xi, coach demonstration, on-site simulation, brainstorming, demonstration, scenario training, on-site Q&A, etc.
Course outline
Import case studies
1.Develop a game of communication between the project team.
2.From the perspective of the triple constraints of schedule, quality and cost (risk), the focus of R&D project management is analyzed.
3.Summarize the responsibilities of project team role members in the project.
Think:Does this happen so often in the company?
Lecture 1: Overview of R&D project management
1. Project and project management
1.What is a project, the characteristics of the project.
2.Correlation of products, plans, and projects.
3.What is project management.
4.Nine knowledge areas and five process groups (PMIs) for project management
2. R&D project management
1.Characteristics of R&D project management.
2.Significant challenges in R&D project management.
3.The main factors for the success and failure of R&D projects.
3. Types of R&D projects (division of V, R, M).
1.Development of completely new projects.
2.Enhancement project development.
3.Maintenance project development.
Fourth, the industry R&D project management process
1.Project initiation → plan formulation → project execution → process monitoring → project closure.
2.The core work definition of the project management process.
5. Drills and problem discussions
6. After-school Xi and reference materials:
1.Project Management Handbook Template How to design and write a project management manual for your company.
2.Example of the Project Management Manual.
Lecture 2: Formation of R&D project team
1. The organizational form of the R&D project team
1.Functional organization.
2.Project-based organization.
3.Matrix organization.
Second, the composition of the industry's best product development team
1.Roles and responsibilities of an R&D project manager.
2.Roles and responsibilities of the core team members of the R&D project.
3.Roles and responsibilities of members of the R&D project extension team.
4.The roles and responsibilities of functional managers in product development.
3. Skills that R&D project managers should have
1.Qualities and personality traits of R&D project managers.
2.How to train qualified R&D project managers.
Fourth, drills and problem discussions
5. After-school Xi and reference materials:
1."Cross-departmental Product Development Project Team Roles and Responsibilities" specification template and examples.
2.Cross-departmental product development project team appointments template.
3.Template for the Agenda of the Project Kick-off Meeting.
4.Template and example of "Quality Model and Qualification Standards for R&D Project Managers".
5.Example of "R&D Project Manager Training Program".
Lecture 3: R&D project plan formulation
1. Structured product development process and project operation process
1.A hierarchical model for the industry's product development process.
2.Sample introduction: overview diagram of product development and project operation.
3.Sample introduction: product development and project operation phase flow chart.
Second, the product development process IT ideas
1.The link between the product development process and project management.
Three-level product development planning system
1) Hierarchical and hierarchical management system of R&D project plan.
2) Milestone plan.
3) Product-level plan.
4) Functional area-level plans.
Discuss:A planning model that is suitable for different types of organizations.
3.Process à Plan à Correspondence of the project team.
4.The scope of the plan that R&D leaders need to focus on.
5.The scope of the plan that R&D functional managers need to focus on.
3. Principles and methods for the formulation of milestone plans
1.R&D capability data supports milestone planning.
2.Comprehensively define milestone plans based on market pressures and R&D capabilities.
3.The responsible entity for the milestone plan.
Fourth, the principles and methods of project operation-level plan formulation
1.What do you need to consider for planning hierarchy?
2.The dream of expecting the plan to be very accurate and then executing it is shattered.
The focus of program management in today's R&D era
1) R&D team's winning strategy: people.
2) The unchanging truth in the world is change, how to apply it in R&D plans?
3) Rapid planning, timely tracking and feedback, rapid analysis and adjustment.
5. Five steps in the formulation of the R&D project plan
1.Introduction to WBS (Functions, Examples)
2.Metrics for WBS decomposition.
3.Correspondence between PBS, WBS, OBS, and CBS.
4.Five common estimation methods.
Estimate of scale, effort, duration
1) Analogy, case introduction standard timebank.
2) Expert method, which introduces the expert estimation template in detail.
3) Comparison of indirect estimation method and direct estimation method.
How to speed up project development
1) Critical path method.
2) Fast tracking method.
6. Application of contextual knowledge management in R&D project management
1.How to implement the product development process.
2.How to achieve continuous improvement of R&D knowledge.
7. Fourteen ways to solve the problem of tight R&D resources in the industry
1.Platform-based and project-based.
2.Pipeline management and prioritization.
3.Product features match product positioning.
4.Wait a minute.
8. After-school Xi and reference materials
1.Template of "R&D Project Estimation Operation Guide".
2.Sizing Estimation template.
3.Workload, Duration Estimation template.
4.Quantitative management of project plans: "PCB (Process Capability Baseline) Statistics" template.
5.Task History Workload Experience Base Template
9. Drill and problem discussion
Lecture 4: Quality Management of R&D Projects
1. Overview of R&D quality management
1.Process quality vs. delivery quality.
2.Common misunderstandings in R&D quality management.
How to build quality into your design
1) Systems engineering.
2) Standardization.
3) Modularity.
Second, research and development of one of the quality control means: measurement
1.Measurement is the basis for R&D quality improvement (without measurement, there is no improvement, and there is no assessment).
2.Company-level metrics.
3.Product-level metrics.
4.Module-level metrics.
5.Excessive amount.
6.Deliverables measured.
7.Process Capability Baseline (PCB) (example of a U.S. company capability baseline).
3. R&D quality control means two: testing
1.Analysis of the defect introduction phase.
2.Why test early?
3.Customized testing mindset.
4.Definition of the responsible entity for testing.
5.A progressive test model of the project.
How to quantitatively evaluate the test
1) Defect severity measurement.
2) Defect trend measurement.
3) Measure the timeliness of defect repair.
4) And so on. Fourth, the third of the research and development quality control means: review
Judging Methodology
1) Technical review.
2) Management review.
3) Internal Audit.
2.The judging process and the roles and responsibilities involved.
3.Review common issues and solutions.
How to quantitatively evaluate the review
1) Review the content of the measurement.
2) Refinement and summary of review elements.
5.Walkthroughs and problem discussions.
5. R&D quality assurance
1.The main work of QA.
2.Independence of QA.
3.QA's reporting relationship.
Discuss:What kind of person is suitable for QA?
6. After-school Xi and reference materials:
1.R&D Project Quality Plan template.
2."Technical Review Operation Guide".
3.Template of Technical Review Report.
4.Technical Review Process
5."Product Requirements Review Element Table".
6."Product Plan Review Elements Table".
Lecture 5: R&D project plan control
1. Common problems and solutions in the planning and control of R&D projects
2. Hierarchical implementation and hierarchical monitoring of the project
3. Monitoring content of R&D senior leaders:
1.Use of R&D resources.
2.R&D pipeline capacity.
3.The distribution of resources in a project.
4.Research and development of the supply and demand status of personnel in different positions.
5.The state of improvement of R&D capabilities.
Fourth, the monitoring content of the manager of the R&D functional department
1.Project performance of the department's personnel.
2.Whether the project manager is abusing resources.
3.Whether the plan is a personnel match.
4.Form a mechanism for mutual restraint of functions and projects.
5. R&D project control means: project report
1.Types of project reports.
2.Project reporting mechanism.
6. R&D project control means: regular project meetings
1.Types of regular project meetings.
2.Agenda and content of regular meetings.
7. R&D project control means: plan change control
1.Change control process.
2.Schedule a rolling refresh.
8. Other project control means
1.State transition.
2.Business decision review.
3.R&D contract management.
4.Project audits.
5.Cost control.
6.QA status report.
9. Quantitative statistics and analysis
1.Basic concepts of measurement (definition, role and purpose, measurement and measurement, driver's window, measurement model、......
2.Quantitative analysis of R&D project technical review.
3.Quantitative analysis of defect management in R&D projects.
10. Risk tracking and control
1.Risk identification (typical risk types, risk tickets, risk libraries).
2.Risk assessment (risk probability, risk impact, risk index).
3.How to develop a risk management and response plan (risk response strategy).
4.Risk control.
5.Application of the Risk Management Library in Risk Management.
6.Roles and responsibilities in risk management activities.
7.Escalation of risks.
Ten.
1. Realize the system engineering of personnel from passively accepting tasks to actively applying for tasks
1.Transparency of work information.
2.Encourage everyone to learn Xi from Lei Feng, but make sure that Lei Feng does not suffer.
3.Create an environment where it's hard to feel like there's nothing to do.
4.Quantitative statistics, so that "Mr. Dongguo" has nowhere to exist.
Ten.
2. Drill and discuss problems
Ten.
3. After-school Xi and reference materials:
1.Site Diary template.
2.Project Weekly Bi-weekly Report template.
3.Template for "Project Monthly Report".
4.Meeting Minutes Template.
5.Project Plan Change Request template.
6.SEI's Risk Questionnaire
7.Risk Management Plan template.
8."Risk Management Operation Guide".
Lecture 6: The key to the success of R&D projects
1.Summary of lessons learned from the successes and failures of R&D projects.
2.The role of the project manager is reversed and personal development.
3.Structured product development process.
4.Team building and performance management for R&D projects.
5.Training of project managers and career management of R&D personnel.