assignment template model
TRANSCRIPT
-
7/21/2019 Assignment Template Model
1/22
1
PROJECT
MANAGEME
In order to explain the
project management
framework at PKA Ltd, weshall take a construction
project which was
supervised by PKA Ltd for
the !" !roup#
xxxProject Management
-
7/21/2019 Assignment Template Model
2/22
Table of Contents
Summary.....2
Introduction.....2
Project Management.3
Knowledge Areas and Processes..8
Initiation Process.........11
Planning Process..17
!ecuting Process3"
Monitoring and #ontrolling....3$
#losure........$1
%e&erences...$$
APP'(I)..$*
2
-
7/21/2019 Assignment Template Model
3/22
Summary
+,e -rimary -ur-ose o& t,is document is to descrie t,e &ramewor/ t,at is used y t,e PKA 0td
in initiating -lanning controlling and e!ecuting and closing construction -rojects. +,is
document descries t,e met,odology and re&erences ot,er documents tem-lates and outlines
t,at are used in su--ort o& t,e met,odology.
y de&ining t,e met,odology t,is document is intended to -roide a common -oint o& re&erence
&or tal/ing and writing aout t,e -ractice o& -roject management &or construction -rojects wit,in
t,e PKA 0td. +,is common asis is intended to increase t,e awareness and -ro&essionalism o&
t,ose c,arged wit, t,e res-onsiilities de&ined in t,e met,odology. +,e roles o& t,e !ecutie
#ommittee S-onsor Project Manager Sta/e,olders +ec,nical and usiness 0eads and ot,erteam memers are considered #ritical Success 4actors 5#S46. A common understanding o& t,e
reuirements and t,e rationale e,ind t,ose reuirements are /ey &actors &or im-roing -roject
results.
Introduction
'# rou- is a com-any engaged in im-orts and e!-orts and is ased in Port 0ouis. (ue to t,e
usiness w,ic, is &louris,ing t,ey ,ae diersi&ied and &ind t,at t,e o&&ice in Port 0ouis cannot
cater &or t,e increasing needs o& t,e com-any. As a result t,ey ,ae ,ired PKA to &ind a -lace in
ene since ene is t,e -lace to e as a cyer9:u and construct t,eir ,eaduarters t,ere.
+o e ale to -er&orm our wor/ correctly and minimi;e &ailures in t,is -roject we ,ae used t,e
-roject management &ramewor/ and all t,e -rocesses w,ic, we always a--ly to -rojects t,us
ma/ing sure o& a ery ,ig, success rate and ensuring t,e acce-tance o& all t,e sta/e,olders
inoled in t,e -roject.
Project
!!!!!
Project Management
Project management is -roaly t,e most im-ortant /ey to success w,en ,andling
deelo-ing any ty-e o& idea or conce-t. Adeuate -lanning at all stages o& t,e -roject
3
-
7/21/2019 Assignment Template Model
4/22
TimeCost
Scope
-articularly at t,e eginning will ,el- in setting t,e strong ase on w,ic, t,e w,ole conce-t can
e uild. +o &ail to -lan is to -lan to &ail< In order to -lan it is critical to estalis, at an early
stage t,e -recise ojecties o& t,e -roject.
+,e /ey &actors to e ta/en into account in -lanning any -roject are t,e ojecties=sco-e o&t,e -roject resources and time. All t,ree are lin/ed as s,own in t,e &ollowing diagram and i& one
o& t,e -arameters is altered t,en eit,er or ot, o& t,e ot,er two will ,ae to c,ange e.g. i& t,e
sco-e o& t,e -roject is increased t,en more time and=or resources will e needed.
+,e * -rocesses wit, t,eir res-ectie ojecties are>
Initiation Process
+,e main aim o& t,is ste- is to gat,er t,e ideas and identi&y t,e intentions o& a grou- o&
-eo-le w,o see t,e need &or a -roject and -roide t,em wit, a &ormal -lanned resourced
and &unded -roject. +,e &irst stage concerns identi&ying a need and deelo-ing an idea around
it. +,e ene&its o& suc, a -roject are identi&ied along wit, costs. entually t,ese are assessed
against t,e &it wit, t,e oerall strategy o& t,e sta/e,older.
Checklist of factors to consider in step:
? @,at is t,e idea w,ic, is to e deelo-ed? Is a general descri-tion o& t,e oerall -roject aailale
? :as t,e need een researc,ed and justi&ied
? Is t,e -roject consistent wit, t,e com-anyBs strategy
4
-
7/21/2019 Assignment Template Model
5/22
? :ae t,ere een t,in/ing on -arts t,at will not e coered y t,e -roject and w,ic, will
e ,andled y anot,er -arty? :ae t,ird9-arties w,ic, will in&luence t,e -roject een well identi&ied
? :as t,e cost ene&it to t,e com-any een identi&ied ta/ing into account long9term
recurrent costs e.g. sta&&ing as well as s,orter9term ca-ital costs e.g. accommodationeui-ment
? @,at is t,e im-act o& t,e inestment on t,e com-anyBs udget &or coming years
? :ae t,ere een a -ro-er S@C+ analysis done wit, regard to t,e -roject
im-lementation
? Are t,ere t,e reuired structure 5in&rastructural and ,uman resources6 aailale to man
t,e -roject and -roceed to &urt,er leels
? Is t,ere a -lanned margin o& action=leeway already -lanned &or t,e -roject
im-lementation
? @,at re-orting criteria will e reuired to ,el- t,e decision9ma/ing ody o& t,e com-anyto ta/e decision
At t,is stage a Concept Brief will e -re-ared w,ic, will e sumitted to t,e client &or
assessment and con&irmation t,at t,e idea ,as een well understood and t,e major areas t,at will
in&luence t,e -roject deelo-ment and a&&luence it ,ae een ta/en into consideration e&ore
moing to t,e ne!t leel. It will de&ine t,e o-tions t,at may e ta/en to -roceed &orward and
allow a decision to e ta/en at t,is stage.
Planning Process
!!!
Executing process
!!!
Controlling process
!!!
Closing process
!!!
-
7/21/2019 Assignment Template Model
6/22
!!!
1. Project Integration Management
2. !!!
.
3. Project Scope Management!!!
$. Project Time Management
*. !!!
D. Project Cost Management
!!!
7. Project uality Management
8. !!!
E. Project !uman "esources Management
1". !!!
11. Project Communication Management
12. !!!
13. Project "isk Management
1$. !!!
1*. Project Procurement Management
1D. !!!
+,e &igure on t,e ne!t -age s,ows t,e di&&erent /nowledge areas>
!
-
7/21/2019 Assignment Template Model
7/22
"
-
7/21/2019 Assignment Template Model
8/22
4or t,e -ur-ose o& t,is assignment we s,all consider t,e nine main /nowledge areas and not
really t,e 1"t,one w,ic, is Project Sta/e,olders Management. +,ese -rocesses and -roject areas
are lin/ed as s,own in t,e tale elow.
#no$ledge %reas and Processes
Project Integration Management
!!!
Project Scope Management
!!!
#
-
7/21/2019 Assignment Template Model
9/22
Project Time Management
!!!
Project Cost Management
!!!
Project Quality Management
!!!
Project Human Resource Management
!!!
Project Communication Management
!!!
Project Risk Management
!!!
Project Procurement Management
!!!
@e s,all now see eac, -rocess and ,ow t,e /nowledge areas are lin/ed to t,ese -rocesses ut
also t,e documents t,at are -roduced.
Initiation Process
!!!
+o etter understand t,e initiation -rocess and ,ow it wor/s we s,all ma/e use o& a &lowc,art
w,ic, s,ows t,e di&&erent ste-s inoled in t,e -rocess
!!!
$
-
7/21/2019 Assignment Template Model
10/22
An
e!am-le
can e
!!!
Summary of the responsibilities for the initiating stage
1%
&ame Position Internal'
External
Project
"ole
Contact Information
Mi/e
Sundy
FP o&
:%
Internal Project
c,am-ion
msundyGgloalconstruction.com
0ucy
#amerena
+raining
(irector
Internal Project
s-onsor
lcamerenaGgloalconstruction.com
%on %yan Senior:% sta&&
memer
Internal 0ed t,eP,ase I
-roject
rryanGgloalconstruction.com
-
7/21/2019 Assignment Template Model
11/22
Planning Process
11
-
7/21/2019 Assignment Template Model
12/22
P(%&&I&) *(+,C!%"T -./
The Executing Process
Monitoring and Controlling
Monitoring and controlling Process
Closure
Project closure is t,e &inal stage. It inoles releasing t,e delierales to t,e customer as -er t,e
customer reuirements ending all contracts wit, t,e su--liers ,and oer t,e documentation to
t,e usiness release all t,e resources inoled in t,e -rocess and communicate t,e closure to all
t,e sta/e,olders inoled.
+,e &lowc,art inoled in t,e -rocess is as &ollows
"oles and "esponsibilities
S-onsor
"eferences
Project Management Manual 52"136 Project Management Module D lecture notes distriuted at
C-en Hniersity o& Mauritius in anuary 2"1$.
Project Management uideline 52""D6 9 I+%M uideline #PM 11"9"1
12
-
7/21/2019 Assignment Template Model
13/22
Project Management Institute. A ui!e to t"e Project Management Bo!y of #no$le!ge
%PMB' ui!e( ) 3rd dition. 2"13
Project Management Process uidelines 4lowc,art 9 Firginia +ec,. Aailale &rom
,tt->==www.it-lanning.org.t.edu=-m=-rocess&low.,tml
Project Management Met,odology
APP'(I) A 9 Project Initiation 0ocument
13
http://www.itplanning.org.vt.edu/pm/processflow.htmlhttp://www.itplanning.org.vt.edu/pm/processflow.html -
7/21/2019 Assignment Template Model
14/22
%e&erence>
Project +itle>
Initiating Aut,or>
(e-artment>
"e1ision !istory
(ate Fersion (escri-tion #,anged y
1. Introduction
ie some in&ormation on t,e Institution and t,e conte!t o&=ac/ground to t,e Project.
:ow ig is it going to e and w,at areas will it coer
@,at a--roac, will e ta/en
2. Project Cjecties
23. )oals and +bjecti1es
An e!-lanation o& conte!t o& goals and ojecties including some detail on ,ow t,ey were
arried at and w,o was inoled 5can a--end any detailed in&ormation i& reuired6. Cjecties
gie detailed su--ort to t,e oals. An e!am-le is s,own>
oals Cjecties
T"e system $ill impro*e
jo+ satisfaction le*els
$it"in t"e Institution
It $ill +e a tool to "elp staff !o t"e jo+ t"ey are pai! for, not an
a!!e! source of frustration
It $ill ease t"e a!ministrati*e +ur!en +y allo$ing users to $ork
efficiently an! effecti*ely t"us freeing time for t"ose acti*ities
$"ic" a!! greater *alue
Staff $ill "a*e rea!ily accessi+le t"e !ay-to-!ay information
14
-
7/21/2019 Assignment Template Model
15/22
t"ey nee! to !o t"eir jo+
It $ill pro*i!e greater transparency for !ecision makers at all
le*els
232 Critical Success *actors
:ow will you judge w,et,er t,e ojecties o& t,e -roject ,ae een met +ry to t,in/ o&
measurale im-roements associated wit, eac, o& t,e ojecties. en an a--arently ague goal
suc, as Jim-roe jo satis&actionB can ,ae tangile and measurale ojecties i& you are
su&&iciently s-eci&ic aout t,em. I& you are not s-eci&ic aout ojecties you may &ind it ,ard to
assess t,e alue o& t,e -roject.
3. Sco-e
43. +rganisational Scope
Sets out ,ow t,e organisation is going to a--roac, t,e -roject including details o& any intention
to secure t,e serices o& a su--lier=-artner.
road e!-lanation o& ,ow t,e -roject will incor-orate reuirements o& t,e arious sta/e,olders
wit,in t,e organisation. Also any aailale details on to w,at e!tent i& any t,e organisation
may e reuired to gie access to e!ternal -arties.
432 (ogical Scope
ies a ,ig, leel oeriew w,en -urc,asing a system o& t,e areas or -rocesses coered y t,e
-roject as well as any inter&acing and in&rastructure details w,en -urc,asing a system it can e
use&ul to &inalise t,is as -art o& your Initation to +ender. An e!am-le would e /ey Student
Administration -rocesses wit,in a -roject sco-e as detailed elow>
Student Administration
Programme an! Mo!ule Catalogue
Quality Proce!ures an! C"ecks
n/uiries
Applications an! A!missions
Clearing Houses
nrolment Stu!ent 0 Community Information
Timeta+ling
Assessment an! 1aminations
Progression an! A$ar!s
ra!uation
2ea*ers an! Alumni
Researc"
1
-
7/21/2019 Assignment Template Model
16/22
Reporting to 1ternal Bo!ies
Management Information Pro!uction
434 Temporal Scope'Phasing
+,is s,ould gie an oeriew o& t,e time constraints and milestones including start and enddates w,ere t,ese are /nown. It will e ,el-&ul to rea/ t,e -roject down into -,ases and
identi&y w,at is in sco-e &or eac, -,ase 5een i& you canBt yet set timescales &or all -,ases6. Lou
may need to t,in/ aout>
Processes
Soft$are Applications
Har!$are
2ocations
3sers
Infrastructure
Interfaces
Testing
P,ase> P"ase Title
Sco-e>
(ates=(uration>
(elierales>
Hsers=0ocations>
435 "elated Projects
0ist any related -rojects 5i& any6 wit, details o& e!-ected com-letion dates and any -otential &or
oerla- o& reuirements &or su--ort resource as t,is could ,ae J/noc/9onB e&&ects re
timescales etc. Also &lag any ot,er -otential im-acts and identi&y w,ere -ossile any
reuirement &or out-ut &rom t,e ot,er -rojects.
Projects !-ected #om-letion
4orkflo$ Mapping5 a team is mapping t"e current processes relating to
stu!ent a!ministration. T"ere is a potential conflict $it" t"e system
April 6789
1!
-
7/21/2019 Assignment Template Model
17/22
selection project as some mem+ers of t"e $orkflo$ team $ill +e re/uire! to
contri+ute t"eir process kno$le!ge to t"e system selection project.
436 +ut of Scope
I& any -otentially related areas ,ae een de&ined as out o& sco-e it is wort, ma/ing t,is e!-licit
e.g. you are im-lementing a system to underta/e course timetaling ut not e!am timetaling or
you are im-lementing a -ersonnel system t,at does not include -ayroll.
$. %is/s #onstraints and Assum-tions
53. "isk Management %pproach
A descri-tion o& t,e a--roac, you are ta/ing can e included ,ere including res-onsiilities &or
recording ris/s and im-lementing a--ro-riate ris/ management strategies as well as
communicating suc, in&ormation to t,e Project Steering oard. A fuller consi!eration of Risk
Management is gi*en in t"e Risk Management info#it.
532 "isks
In terms o& recording identi&ied ris/s actions to e ta/en and early warning signs we recommend
t,at you use t,e IS# in&o'et %is/ Assessment tem-late. +,is is ecause you will need to
reiew and u-date t,e ris/ management document t,roug,out t,e course o& t,e -roject. Lou may,oweer wis, to summarise t,e main ris/s ,ere or -aste in details &rom t,e ris/ tem-late to gie
an oeriew o& t,e ris/s -erceied at t,e start o& t,e -roject.
534 Constraints
+,is section summarises any constraints t,at a&&ect t,e sco-e o& your -roject or ,ow you carry
out t,e -roject e.g. -roject sta&& are only aailale during t,e summer acation new system must
inter&ace wit, anot,er system reuirements o& e!ternal odies a&&ect t,e e!tent to w,ic, you can
alter a -rocess etc.
535 %ssumptions
+,is is a list o& assum-tions on w,ic, t,e initial -roject &ramewor/ and -lan are ased. +,e IS#
in&o'et Project Management in&oKit discusses t,e sort o& assum-tions t,at can cause issues i&
not clari&ied initially. !am-les may relate to many areas including> -roision o& in&rastructure
I+ su--ort resource aailaility communication training sta&& deelo-ment wor/ing
1"
-
7/21/2019 Assignment Template Model
18/22
arrangements 5and &le!iility6 and user e!-ertise. +a/e -articular care in de&ining w,at is
e!-ected o& -eo-le outside t,e -roject team.
Project Assum-tion
*. Project Crganisation
63. Project Structure
It may e ,el-&ul to s,ow t,e -roject structure as a diagram an e!am-le is gien elow>
632 "oles 7 "esponsibilities
(irect resource reuirements &or t,e -roject s,ould e detailed ,ere. +,is s,ould indicate t,e
numers and ty-es o& sta&& and t,eir estimated commitment to t,e -roject. @e recommend using
t,e IS# in&o'et %oles and %es-onsiilities tem-late to record t,e detail o& roles and
1#
-
7/21/2019 Assignment Template Model
19/22
res-onsiilities as t,is may need regular u-dating during t,e course o& t,e -roject. A summary o&
t,at document could e -asted in or a--ended to t,is Project Initiation (ocument.
Project %ole 'umer o&
Peo-le
(ays -er
@ee/
+otal (ays &or t,e
Project
D. Project #ontrol
:ow will t,e -roject e monitored and controlled on a day9to9day asis :ow will it e
ealuated @,at met,ods will e used to &acilitate e&&ectie team wor/ing
83. Issue Control
+,is section s,ould de&ine ,ow t,e -roject team is going to deal wit, issues. Project issues must
e identi&ied -rioritised and dealt wit, swi&tly to ensure t,at de-endent actiities are not
a&&ected. An issues log is an ideal way o& /ee-ing a record o& issues as t,ey arise and also
recording ,ow t,ey are resoled. +,e IS# in&o'et Project Management in&oKit -roides a
tem-late Project #ontrols (ataase 5add url6 t,at contains an issue log.
832 Change Control
+,e c,ange control section documents w,at ,a--ens w,en someone -ro-oses a modi&ication tot,e -lanned out-ut o& t,e -roject. ac, #,ange %euest s,ould e documented 5including
initiator reasons and a descri-tion o& t,e c,ange reuired6 and ealuated in terms o& its im-act.
+,e a--ro-riate actions reuired to resole t,e reuested c,ange can t,en e determined. #,ange
%euests can t,en e dealt wit, y t,e Project Steering oard or ot,er agreed -erson=grou-
su--orting t,e -roject. +,e IS# in&o'et Project Management in&oKit -roides a tem-late
#,ange %euest &orm and tem-late control log.
834 uality %ssurance
@,at uality Assurance measures are -lanned @,o will ealuate uality and w,en @ill an
e!ternal assessor e a--ointed :ow will delierales e tested and &ormally signed o&& Is
t,ere an agreed Hser Acce-tance +esting mec,anism
835 *inancial Control
Cutline res-onsiilities &or t,e control o& e!-enditure and udgets. Lou may wis, to attac, t,e
-roject udget as an a--endi! to t,is document ut you will need to consider t,e con&identiality
o& suc, in&ormation es-ecially w,ere you are wor/ing wit, t,ird -arties.
1$
-
7/21/2019 Assignment Template Model
20/22
836 Information Management
:ow is releant -roject in&ormation to e ,eld +,ere are issues ,ere regarding uality and
aailaility o& in&ormation it may e use&ul to -ut in -lace a central re-ository or -roject lirary
o& releant in&ormation and initiate a culture o& s,aring in&ormation t,roug,out t,e -roject. +,e
im-ortance o& in&ormation management s,ould not e underestimated it can e a critical
contriutory &actor to success&ul ac,ieement o& -roject goals.
7. %e-orting
93. "eporting $ithin the Project Team
+,is section s,ould de&ine ,ow and w,en t,e -roject team memers re-ort -rogress.
932 Management "eporting
+,is section s,ould de&ine ,ow and w,en t,e Project Manager re-orts to t,e S-onsor and=or
Steering oard.
8. Sta/e,olders
3. Identification and %nalysis
It is use&ul at t,is stage not only to identi&y your /ey sta/e,olders ut to underta/e some analysis
o& w,at t,eir -erce-tions o& your -roject are li/ely to e. +,is will ,el- to s,ow t,at you are
aware o& t,eir iews and will ,el- you &ocus communications. @e recommend t,at you use t,e
IS# in&o'et Sta/e,older Analysis tem-late &or t,is -ur-ose as t,e document may need regular
u-dating. Lou may wis, to summarise t,e /ey sta/e,olders ,ere or a--end your analysis.
32 Communication
A--ro-riate t$o-$aycommunication wit, sta/e,olders is crucial to t,e success o& t,e -roject.
+,is matri! gies e!am-les o& ,ow you may start to t,in/ aout t,e interested -arties and t,e
suggested communication c,annels to e used &or eac, grou-.
Sta/e,olders !-ected
#ommunications
4reuency Media
Project
Steering
Boar!
Status reporting
Issues reporting
In line $it" Project
milestones
:epen!ent on timing
an! priority
enerally, formal reports to +e
follo$e! up +y face-to-face
contact $"ere appropriate
2%
-
7/21/2019 Assignment Template Model
21/22
Project Team :ocumentation an!
stan!ar!s
Project kno$le!ge
Internal communications
In line $it" plan
A! "oc as necessary
Central repository, manage! +y
project a!ministration
roup e-mail
Team meetings
Sta/e,olders !-ected
#ommunications
4reuency Media
A!min 3ser
Representati*e
s
Informal communication
of progress
:iscussion of issues
Respon! to issues raise!
In line $it" plan
A! "oc on !eman!
roup e-mail, from project
office
;ormal reports plus informalcommunication $it" Project
Team
E. Planning
;3. %pproach
+,is section s,ould outline your a--roac, to -roject -lanning. IS# in&o'et adocates t,e
JSliding Planning @indowB a--roac, as descried in t,e Project Management in&oKit.
;32 Milestone Plan
APP'(I) Project Charter
%ppendix %3 Project Performance Plan
21
-
7/21/2019 Assignment Template Model
22/22
%ppendix 7> Plan