Project Management for Research and Development: Guiding Innovation for Positive R&D Outcomes, 1st Edition (Hardback) book cover

Project Management for Research and Development

Guiding Innovation for Positive R&D Outcomes, 1st Edition

By Lory Mitchell Wingate

Auerbach Publications

517 pages | 74 B/W Illus.

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Description

Today’s leading organizations recognize the importance of research and development (R&D) to maintain and grow market share. If companies want to survive into the future, they must accelerate their R&D-to-market cycles or find themselves behind the competition.

Project Management for Research and Development: Guiding Innovation for Positive R&D Outcomes explains how to apply proven project management methods to obtain positive outcomes in R&D and innovation projects. It addresses the specific factors companies must consider when using project management to scope, define, and manage R&D projects. It also offers best practices and case studies that illustrate actual applications of theory.

This book details methods to help readers optimize results in R&D through the use of structured processes derived from the project management field and other complementary disciplines. Each chapter includes diagrams, surveys, checklists, and question-answer forms to guide readers in determining where their activity falls along a project spectrum and to help them structure their own R&D project.

The methods presented in this book can easily be applied to innovation projects and creative endeavors. As there are limited sources of information on how to utilize project management methodology effectively in these types of projects, this book is an ideal resource for anyone looking to add structure and proven methods to enable R&D, innovation, and other creative activities.

Table of Contents

Project Management Approaches

Nature of Projects

Formality of Project Management

Formal Project

Semiformal Project

Informal Project

Traditional Project Management

Scope

Deliverables/Outcomes

Requirements

Approach

Organization

Schedule

Budget

Risk Management

Performance Measurement

Communications

Flexible Project Management

Types of Flexible Development

Key Components

Program Management

Portfolio Management

The Hierarchy of Project versus Program versus Portfolio Management

Apply Now

Life Cycle Approach to Project Management

Life Cycle Approach and R&D

Research Phase

Development Phase

Control Phase

Apply Now

Case Study: Explorers Connect8 Website Development Project

Background

Life Cycle Perspective

Project Management

Scope

Deliverables/Outcomes

Requirements

Approach

Organization

Schedule

Budget

Risks and Mitigation Plan

Performance Management

Communications

Outcomes

Critical Branch Points

Leadership

Lessons Learned

Case Analysis

Key Point Summary

Key Concepts

Key Terms

Apply Now

References

Project Management as an Enabler

Traditional Project Management

R&D Project Management

Disciplines That Complement Project Management

Flexible Methods

Spiral Development

Agile Method

Management Frameworks

Scrum

Unified Process

Dynamic Systems Development Method

Product Lifecycle Management

Apply Now

Systems Engineering

Systems Engineering Management Processes

Systems Engineering Technical Processes

Industrial Engineering

Complementary Disciplines’ Value on R&D Projects

Apply Now

Driving Innovation with Project Management

Case Study: The Design, Build, and Flight Test of a MIG-31 Model Aircraft

Background

Life Cycle Perspective

Design

Initial Build

Flight Test #1

Flight Test #2

Flight Test #3

Project Management

Project Integration and Systems Engineering Challenges

Outcomes

Lessons Learned

Selected R&D Challenges

Selected Programmatic Challenges

Case Analysis

Key Point Summary

Key Concepts

Key Terms

Apply Now

References

Bounding the Creative Spaces

Elements of R&D

Research

Research Methods

Apply Now

Typical Steps in Research

Development

Development Methods

Typical Steps in Development

R&D Projects versus Other Projects

Elements of Innovation

Innovation versus Other Types of Projects

Innovation versus R&D

Innovation versus Invention

Innovation versus Creative Projects

Project Management Approach for R&D

R&D Project Leadership

Special Considerations: Project Leadership

R&D Project Definition

R&D Project Plan: Project Definition

Special Considerations: Project Definition

R&D Project Planning.

R&D Project Plan: Project Planning

Special Considerations: Project Planning

R&D Project Controls

Special Considerations: Project Controls

Project Management Approach for Innovation

Innovation Project Leadership

Innovation Project Definition

Innovation Project Planning

Innovation Project Controls

Case Study: Mars Environmental Capability Assessment (MECA) Project

Background

Life Cycle Perspective

Project Management

Outcomes

Lessons Learned

Selected R&D Challenges

Selected Programmatic Challenges (Lessons Learned)

Case Analysis

Key Point Summary

Key Concepts

Key Terms

Apply Now

References

Measuring Success

Defining Success

Essential Foundations

Project Manager

Communications

Project Baseline

Definitions of Success across Disciplines

Types of Measurements

Measures versus Metrics

Governance

Change Management

Configuration Management

Trend and Variance Analysis

Technical Performance

Schedule Performance

Budget Performance

Risk Management

Resources Allocation

Outcomes

Test, Verification, and Validation

Reviews

Management Reviews

Audit Reviews

Information Reviews

Peer Reviews

Requirements Reviews

Design Reviews

Verification Reviews

Phase, Decision Point, or Gate Reviews

After-Action, Retrospective, Reflective, and Postmortem Reviews

Quality

Quality Metrics

Quality Inspection and Audit

Benchmarking

Statistical Modeling and Analysis

Quality Controls

Quality Tools

Technical Readiness

Case Study: Trekking the Planet—Bringing Geography to Life

Background

Life Cycle Perspective

Project Management

Defining the Scope

Develop the Objectives

Identify the Requirements

Outline the Deliverables

Develop the Schedule

Develop the Budget

Develop Risks and Mitigation Plan

Develop a Contingency Plan

Critical Branch Points

Outcomes

Lessons Learned

Case Analysis

Key Point Summary

Key Concepts

Key Terms

Apply Now

References

Building Blocks to Success

Key Objectives

Measurements for Different Project Types

Basic and Applied Research Measures

Development Measures

Innovation Measures

Production Measures

Apply Now Measures

Measurements for R&D Projects

Essential Measurements

Implementing the Techniques

Metrics for R&D

Apply Now

Measuring R&D Performance

Documentation

Budget and Schedule

Outcomes

Apply Now

Change and Configuration Management

Risk Management

Reviews

Quality

Leadership

Communications

Case Study: Flower Circles and Watercolours Project

Background

Life Cycle Perspective

Project Management

Defining the Scope

Develop the Objectives

Identify the Requirements

Outline the Deliverables

Develop the Schedule

Develop the Budget

Develop Risks and Mitigation Plan

Critical Branch Points

Outcomes

Defining Success

Types of Measures Used

Governance

Trends and Variances

Test, Verification, and Validation

Reviews

Quality

Controlled Progression

Leadership

Communications

Lessons Learned

Case Analysis

Key Point Summary

Key Concepts

Key Terms

Apply Now

References

Overcoming Obstacles

Risk Management

Risk Management Processes

Risk Management Plan

Risk at the Project Level

Identification of Risk

Risk Assessment

Responses

Mitigation

Monitoring and Change Control

Apply Now

Risk at the Program Level

Risk at the Portfolio Level

Compiling

Assessing

Downselecting

Apply Now

Essential Risk Management for R&D

R&D Risk Plan and Approach

R&D Risk Decision Support

R&D Risk Responses and Mitigation

R&D Risk Monitoring and Change Control

Case Study: LEGO® Mindstorms®

Background

Life Cycle Perspective

Project Management

Defining the Scope

Develop the Objectives

Identify the Requirements

Outline the Deliverables

Develop the Project Schedule

Develop the Budget

Develop Risks and Mitigation Plan

Critical Branch Points

Outcomes

Defining Success

Types of Measures Used

Governance

Trends and Variances

Test, Verification, and Validation

Reviews

Quality

Controlled Progression

Leadership

Communications

Lessons Learned

Case Analysis

Key Point Summary

Key Concepts

Key Terms

Apply Now

References

Facilitating the Creative Team

Leading the R&D Team

R&D Project Management

The Leadership Role

Apply Now

The Management Role

Managing the Workforce

Staff Selection and Diversity

Team Building Activities

Objectives Alignment

Workforce Sharing

Team Evolution

Apply Now

Optimizing the R&D Output

Organizational Alignment

Learning Environment

Free Time

Free Speech

Focus on Outcomes

Creative Physical Environment

Performance Incentives

Apply Now

Accountability and Responsibility

Commitment

Responsibility

Fortitude

Project Management for Specific Disciplines

Researcher or Scientist R&D

Artistic R&D

Engineer R&D

Software R&D

Case Study: Adventure Day Camps on the Shores of Lake Grapevine

Background

Life Cycle Perspective

Project Management

Defining the Scope

Develop the Objectives

Identify the Requirements

Outline the Deliverables

Develop the Project Schedule

Develop the Budget

Develop Risks and Mitigation Plan

Critical Branch Points

Outcomes

Defining Success

Types of Measures Used

Governance

Trends and Variances

Test, Verification, and Validation

Reviews

Quality

Controlled Progression

Leadership

Communications

Lessons Learned

Case Analysis

Key Point Summary

Key Concepts

Key Terms

Apply Now

References

Process Steps for the R&D Project

Project Fit, Alignment, and Approach (Steps 1 and 2)

Elements of Complementary Disciplines (Step 3)

Facilitate the Type of R&D Project (Step 4)

Project Management and Systems Engineering Documents (Steps 5 and 6)

Project Baseline and Measurements (Step 7)

Active Management (Step 8)

Mitigate Risks and Seize Opportunities (Step 9)

Facilitate and Support the R&D Team (Step 10)

Bibliography

Appendix 1

Appendix 2

Index

About the Author

Lory Mitchell Wingate has achieved notable success in program and project management within policy research, aerospace engineering, production and support, and scientific research organizations. With over 25 years of experience in both for-profit and non-profit companies, Wingate possesses detailed knowledge and expertise in project management and has developed a strong method for combining the best practices from several disciplines into a winning formula for the management of research and development.

She has an MBA in information technology management, and is a Certified Project Management Professional (PMP®). Wingate’s area of expertise is in project management, program management, and systems engineering, and she actively pursues opportunities to present training workshops and materials associated with her areas of expertise.

About the Series

Best Practices in Portfolio, Program, and Project Management

Learn more…

Subject Categories

BISAC Subject Codes/Headings:
BUS101000
BUSINESS & ECONOMICS / Project Management
COM032000
COMPUTERS / Information Technology
MED071000
MEDICAL / Pharmacology
TEC009070
TECHNOLOGY & ENGINEERING / Mechanical