Winter Institute in Advanced Project Management

A follow-up to the PDFO's Summer Institute in Project Management, the Winter Institute in Advanced Project Management covers intermediate and advanced topics in project management and leadership. Building on the learning outcomes of the Summer Institute, this pilot program will provide participants the opportunity to apply these learnings by working on a group project. Participants will also learn about essential elements of leadership and management.

Update September 26, 2022: Due to low enrollment, the fall/winter cohort of the 2022 Winter Institute in Advanced Project Management has been postponed. We will post on our website once a new schedule has been confirmed.

PROGRAM COMPONENTS

Group Project Work

  • Participants will be assembled into teams of 5 people. Each team will:
    • identify and select a project for detailed development in the course
    • develop and deliver project plan documentation for review by the instructor
    • present their project and plan to a panel of expert reviewers for feedback
  • Teams will select a project on their own for development of a project plan in this course. The instructor will work with the teams in the first few weeks to finalize the selection of the project.

Weekly Live Sessions

  • Each week, the PDFO will hold a live remote classroom session via Zoom. Teams will be assembled into breakout rooms to work on their project assignments. For most of those classes, the instructor will be available and will visit each breakout room to check on team and project progress, provide guidance and answer questions.

Guest Presentations

  • Two hour-long guest presentations delivered online via Zoom, one on Agile Project Management and one on Data Management and Security.

Read and Watch Elements

  • Recordings of relevant Summer Institute sessions will be made available via OneDrive as a refresher. 

Project Review and Panel

  • In the final week of the program, teams will present their projects to the class, and panel of management and leadership experts will review and provide feedback on the project management plans.

LEARNING OBJECTIVES

At the end of this training, participants will be able to:

1. Apply key concepts in project management

  • Elements of Performance:
    • 1.1 Create a project scope statement and quality criteria
    • 1.2 Create a project stakeholder registry
    • 1.3 Create a project risk assessment
    • 1.4 Create a project schedule and budget
    • 1.5 Establish metrics for project performance

2. Explore other areas of research project management

  • Elements of Performance:
    • 2.1 Learn about agile project management
    • 2.2 Data management and security considerations in research projects

3. Assessment and feedback on project plans

  • Elements of Performance:
    • 3.1 Regular review and feedback on project plan development with instructor
    • 3.2 Review and feedback on project plans from panel of research project management experts.

Certificate of Completion

The PDFO will provide a Certificate of Completion to participants who complete all of:

  • Attendance at all live sessions
  • Participation, engagement, and contribution to group projects (suggest using approach consistent with confirmation of authorship to document/evaluate contributions)
  • Attendance and participation in the panel presentation event.

The Certificate of Completion is sufficient to be used to demonstrate 25 hours of training or professional development units (PDUs) that can be reported to PMI.org as part of pursuing or sustaining a PMP designation.

PROGRAM SCHEDULE

Deliverables in each module should be completed in advance of the subsequent module. Team meetings with the instructor will include a review of deliverables to date.

Introduction to the Instructor and Course Overview

In this first week, participants will receive an introduction to the instructor and a course overview that includes modules, activities, and group assignments. Participants will also be randomly assigned to a team of five participants, and will be provided with the contact information of their team members.

Participant Tasks:

  • Participants will be expected to connect with their team members.
Module 01 - Project Initiation and Project Planning

Material Covered:

  • Project Initiation
    • Strategic question
    • Driving priorities
    • Brief description
  • Project Planning
    • Team organization
    • Objectives and deliverables
    • Constraints and assumptions

Instructor-Led Session:

Participant Tasks:

  • Review module summaries, provided one week in advance of the module
  • Attend instructor-led session
  • Watch video refreshers on summary topics
  • Attend and participate in team meetings and activities

Deliverables:

  • Draft Terms of Reference
Module 02 - Scope, Quality and Stakeholders

Material Covered:

  • Scope and Quality
    • Develop scope statement and quality criteria
  • Stakeholders
    • Plan for management

Instructor-Led Sessions:

  • Guest Lecture on Agile Project Management
  • Instructor-Led Session

Participant Tasks:

  • Review module summaries, provided one week in advance of the module
  • Attend guest lecture
  • Attend instructor-led session
  • Watch video refreshers on summary topics
  • Attend and participate in team meetings and activities

Deliverables:

  • Draft Scope Statement
  • Draft Stakeholder Registry
Module 03 - Risk Assessment and Documentation

Material Covered:

  • Risk Assessment
  • Risk Documentation

Instructor-Led Session:

Participant Tasks:

  • Review module summaries, provided one week in advance of the module
  • Attend instructor-led session
  • Watch video refreshers on summary topics
  • Attend and participate in team meetings and activities

Deliverables:

  • SWOT Analysis
  • Risk Registry
Module 04 - Schedule Development and Data Management and Security

Material Covered:

  • Schedule Development
  • Agile Project Management

Instructor-Led Sessions:

  • Guest lecture on Data Management and Security
  • Instructor-Led Session

Participant Tasks:

  • Review module summaries, provided one week in advance of the module
  • Attend guest lecture
  • Attend instructor-led session
  • Watch video refreshers on summary topics
  • Attend and participate in team meetings and activities

Deliverables:

  • Draft Project Schedule (including milestones)
Module 05 - Budget Development

Material Covered:

  • Budget Development

Instructor-Led Sessions:

Participant Tasks:

  • Review module summaries, provided one week in advance of the module
  • Attend instructor-led session
  • Watch video refreshers on summary topics
  • Attend and participate in team meetings and activities

Deliverables:

  • Draft Project Budget
Module 06 - Performance Measurement

Material Covered:

  • Performance Measurement

Instructor-Led Sessions:

Participant Tasks:

  • Review module summaries, provided one week in advance of the module
  • Attend instructor-led session
  • Watch video refreshers on summary topics
  • Attend and participate in team meetings and activities

Deliverables:

  • Draft Project Metrics
Module 07 - Preparation for Final Presentation

Material Covered:

  • Preparation for final presentation.

Instructor-Led Sessions:

Participant Tasks:

  • Review module summaries, provided one week in advance of the module
  • Attend instructor-led session
  • Attend and participate in team meetings and activities

Deliverables:

  • Final Project Plan
  • Finalize Presentation for Review Panel
Final Panel

Final presentation with panel of project management professionals. Teams will attend and present their project plan, and will receive feedback from panelists.

ELIGIBILITY REQUIREMENTS

  • All participants must have completed the Summer Institute in Project Management or equivalent project management training, or demonstration of equivalency and approval by the instructor and PDFO.
  • All participants must be available to attend all sessions in full.
  • All applicants must hold a current UBC postdoctoral fellowship appointment at the time of application and for the duration of the program.
  • Postdocs who have repeatedly missed PDFO workshops without notice/cancellation may be considered ineligible to attend.

FACILITATOR

Robyn Roscoe

Robyn Roscoe

Robyn Roscoe is a certified Project Management Professional (PMP) with nearly 20 years of experience in the management of large health research projects, and 30 years of experience in project management in the scientific and technical fields. Since 2011, Robyn has been principal of Lyric Management, a consulting company specializing in management and leadership training, event coordination and delivery, and career coaching.

Most recently, Robyn was the Director of Management and Administration for the Canada’s Michael Smith Genome Sciences Centre at BC Cancer/PHSA responsible for project, finance and operations management, as well as program management for the Personalized OncoGenomics (POG) program. She previously worked in research funding, pharmaceutical testing, and the oil & gas sector as a project manager, operations specialist and environmental manager. She holds a BSc from the University of Manitoba.

Robyn is committed to leading and enabling responsible and efficient conduct of research through good operational controls, administration, reporting, and people systems as well as sound project management to ensure the financial and operational strengths of an organization.

Registration

Update September 26, 2022: Due to low enrollment, the fall/winter cohort of the 2022 Winter Institute in Advanced Project Management has been postponed. We will post on our website once a new schedule has been confirmed.

Space in the program is limited, and registration does not guarantee a seat in the program. Those successfully registered will receive a confirmation email and Zoom link in advance of the program start date.

Accessibility

If you have a disability or medical condition that may affect your full participation in the event, please email postdoctoral.fellows@ubc.ca in advance of the event.

PDFO EVENT COMMUNITY AGREEMENT

The PDFO has created a community agreement for our events in order to foster an inclusive, welcoming, and respectful environment in which all event attendees feel safe and supported.

By participating in a PDFO event, we commit ourselves to:

  • Treating one another with kindness, courtesy and respect in all interactions;
  • Engaging in gracious, active listening and valuing others’ opinions;
  • Not dominating discussions so that others can share during the session;
  • Ensuring that any potentially confidential or sensitive information shared as part of the session is not shared outside of the session;
  • Actively participating in the session; and
  • In online sessions, when possible and if comfortable sharing audio and/or video to create a greater sense of community and participation.

DELIVERY FORMAT

Due to the ongoing situation surrounding COVID-19, this program will be delivered online via Zoom. The following suggestions may help to improve the online experience:

  • Use headphones to reduce noise and avoid feedback between your mic and speaker.
  • Ensure that you are in a quiet location so that the audio does not get polluted with unwanted noise.
  • Keep your microphone on mute unless you are speaking during the session.
  • In case of technical problems, time for plugin downloads, etc., please attempt to log into the Zoom meeting 10-15 minutes before the start. You will be placed in the waiting room until the official start time.