4
57086
Contract and Project Management




David Sowden, The University of Hull
4
57086
Contract and Project Management

Introduction to Processes -
Directing a Project




David Sowden, The University of Hull
Overview

• Directing a Project
  –   Fundamental principles
  –   Contexts
  –   Process description
  –   Authorising Initiation and Project set up
  –   Authorising a Stage (milestone) or Exception
  –   Giving Ad Hoc Direction
  –   Confirming Project Closure




                                         3
Directing a Project                            THE B
                           Agree the
                                                     AS               ICS
                            project             Approve the
  Confirm the               objectives             plan to
    project
                                               generate the
  organisation
                                               ‘contract’ for



                                                                Approve the
                                                                 ‘contract’

  Confirm the
correct closure
 of the project

                                                        Approve each
                                                         stage of the
             Keep senior               Make                 project
             management             decisions on
              informed               any major
                                     problems
                                                                              5
Directing a Project


 Start up




                                                                                                                                  Configuration Management
 Initiation




                                                                       Management of Risk

                                                                                            Change Control
 Planning




                                    Organisation




                                                                                                                       Planning
                                                   Controls




                                                                                                             Quality
                                                              Stages
 Stage Management (Work Packages)

 Stage Control

 ‘Product’ Delivery

 Closure


                                                                                                                                                            6
Starting up a
                               Request to Initiate a project
               Project

             Initiating a      Request to deliver a project
               Project

            Managing a stage   Request to approve next
               boundary        stage plan

Directing   Managing a stage   Request to approve Exception
               boundary        plan
a Project
            Controlling a      Exception raised
               stage

            Controlling a
                               Request for advise
               stage

              Closing a
                               Closure recommended
               Project
                                                               7
Relationships
of Processes
                                     Initiating a
                                       Project

                                                    Managing
                                                     a Stage
                                                    Boundary



                      Directing a
                        Project     End
          Starting
          a Project




                                    Controlling
         Closing a                    a Stage
          Project




                        Managing
                        ‘Product’
                        Delivery

                                                               8
Relationships
of Processes
(1)                                Initiating a
                                     Project




                     Directing a
                       Project
         Starting
         a Project




                                                  9
Directing a Project (1)



     Request to                    Project                    Initiation
      initiate a                  initiation    Send out     notification
                   Authorise
       project                   authorised     initiation     sent out
                   initiation                  notification
Starting
  up a                                                              Initiating
Project                                                             a Project



                        Project Brief
                        Stage Plan (initiation)                  section 3




                                                                           10
Relationships
of Processes
                                     Initiating a
                                       Project

                                                    Managing
                                                     a Stage
                                                    Boundary



                      Directing a
                        Project     End
          Starting
          a Project




                                    Controlling
         Closing a                    a Stage
          Project




                        Managing
                        ‘Product’
                        Delivery

                                                               11
Relationships
of Processes
(2)                            Initiating a
                                 Project

                                              Managing
                                               a Stage
                                              Boundary



                      Relati
                Directing a
                  Project

                      onshi
                      ps
                      of
                      Proces
                      ses


                                                         12
Directing a Project (2)



      Request to                              Send out    Authorisation
                                 Project
       deliver a   Authorise   authorised      project     notification
        project    a project                authorisation   sent out
                                             notification

Initiating                                                         Managing
                                                                    a Stage
a Project                                                          Boundary




                      Project Initiation Documentation (PID)
                      Lessons Log
                      Benefits Review Plan


                                                               section 7
                                                                           13
Relationships
of Processes
                                     Initiating a
                                       Project

                                                    Managing
                                                     a Stage
                                                    Boundary



                      Directing a
                        Project     End
          Starting
          a Project




                                    Controlling
         Closing a                    a Stage
          Project




                        Managing
                        ‘Product’
                        Delivery

                                                               14
Relationships
of Processes
(3)
                                                 Managing
                                                  a Stage
                                                 Boundary



                     Directing a
                       Project




                                   Controlling
         Closing a                   a Stage
          Project




                                                            15
Directing a Project (3)


managing    Request to                                            Controlling
 a Stage   approve next                Exception Plan approved     a Stage
Boundary    Stage Plan    Authorise
                          a Stage or      Stage authorised        Controlling
                          Exception                                a Stage
            Request to
managing                     Plan
             approve
 a Stage                                                          Closing a
Boundary    Exception                      Premature close         Project
               Plan

                                                                 section 5
                              PID                                section 8
                              End Stage Report
                              Stage Plan
                              Benefits Review Plan
                              Exception Plan


                                                                           16
Relationships
of Processes
                                     Initiating a
                                       Project

                                                    Managing
                                                     a Stage
                                                    Boundary



                      Directing a
                        Project     End
          Starting
          a Project




                                    Controlling
         Closing a                    a Stage
          Project




                        Managing
                        ‘Product’
                        Delivery

                                                               17
Relationships
of Processes
(4)
                                                 Managing
                                                  a Stage
                                                 Boundary



                     Directing a
                       Project




                                   Controlling
         Closing a                   a Stage
          Project




                                                            18
Directing a
Project                                   Project board
                                                             obtain corporate advice
                                                                  and direction
(4)                                     request for advice


                                                                             Managing a
                                          Exception Plan request                Stage
                                                                              Boundary



Controlling   Exception                                                       Controlling
 a Stage        raised                     Project Board advised               a Stage
                              Give
                             ad hoc
                            direction          New issue raised               Controlling
                                                                               a Stage


Controlling   Request for
 a Stage        advise                                                        Closing a
                                               Premature close                 Project


                                                                            section 7
                               Issue Report
                               Exception Report                             section 5
                               Highlight Report
                                                                            section 8
                                                                                       19
Relationships
of Processes
                                     Initiating a
                                       Project

                                                    Managing
                                                     a Stage
                                                    Boundary



                      Directing a
                        Project     End
          Starting
          a Project




                                    Controlling
         Closing a                    a Stage
          Project




                        Managing
                        ‘Product’
                        Delivery

                                                               20
Relationships
of Processes
(5)



                     Directing a
                       Project     End




         Closing a
          Project




                                         21
Directing a Project (5)



                             Project                    Closure
      Closure  Authorise    closure       Send out     notification
   recommended  project                    closure
                           authorised                   sent out
                closure                  notification
 Closing
a Project                                                       End


                   Lessons Report
                   Business Case
                   PID
                   Benefits Review Plan
                   End Project Report

                                                                     22
TASK


Review and tailor your
 project as required
CHEC
Has the Project Board approved the Project Brief? Specifically has it:                                               K
         Confirmed the project definition and approach?

         Reviewed and approved the Project Product Description?

         Formally confirmed the appointments to the core project management team?

         Reviewed and approved the outline Business Case, particularly the projected benefits?

Has the Project Board approved the Initiation Stage Plan? Specifically, has it:

         Approved the plan to develop and Project Initiation Documentation (PID)?

         Obtained or committed the resources needed by the Stage Plan for the initiation stage?

         Ensured that adequate reporting and control mechanisms are in place for the initiation stage?

         Set tolerances?

         Requested the necessary logistical support?

         Confirmed that they have understood any risks that effect the decision to authorise the initiation stage?

         Confirmed to the Project Manager that the work defined in the Initiation Stage Plan may start?

Has the Project Board informed corporate or programme management?

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58086 04 directing_a_project

  • 1. 4 57086 Contract and Project Management David Sowden, The University of Hull
  • 2. 4 57086 Contract and Project Management Introduction to Processes - Directing a Project David Sowden, The University of Hull
  • 3. Overview • Directing a Project – Fundamental principles – Contexts – Process description – Authorising Initiation and Project set up – Authorising a Stage (milestone) or Exception – Giving Ad Hoc Direction – Confirming Project Closure 3
  • 4. Directing a Project THE B Agree the AS ICS project Approve the Confirm the objectives plan to project generate the organisation ‘contract’ for Approve the ‘contract’ Confirm the correct closure of the project Approve each stage of the Keep senior Make project management decisions on informed any major problems 5
  • 5. Directing a Project Start up Configuration Management Initiation Management of Risk Change Control Planning Organisation Planning Controls Quality Stages Stage Management (Work Packages) Stage Control ‘Product’ Delivery Closure 6
  • 6. Starting up a Request to Initiate a project Project Initiating a Request to deliver a project Project Managing a stage Request to approve next boundary stage plan Directing Managing a stage Request to approve Exception boundary plan a Project Controlling a Exception raised stage Controlling a Request for advise stage Closing a Closure recommended Project 7
  • 7. Relationships of Processes Initiating a Project Managing a Stage Boundary Directing a Project End Starting a Project Controlling Closing a a Stage Project Managing ‘Product’ Delivery 8
  • 8. Relationships of Processes (1) Initiating a Project Directing a Project Starting a Project 9
  • 9. Directing a Project (1) Request to Project Initiation initiate a initiation Send out notification Authorise project authorised initiation sent out initiation notification Starting up a Initiating Project a Project Project Brief Stage Plan (initiation) section 3 10
  • 10. Relationships of Processes Initiating a Project Managing a Stage Boundary Directing a Project End Starting a Project Controlling Closing a a Stage Project Managing ‘Product’ Delivery 11
  • 11. Relationships of Processes (2) Initiating a Project Managing a Stage Boundary Relati Directing a Project onshi ps of Proces ses 12
  • 12. Directing a Project (2) Request to Send out Authorisation Project deliver a Authorise authorised project notification project a project authorisation sent out notification Initiating Managing a Stage a Project Boundary Project Initiation Documentation (PID) Lessons Log Benefits Review Plan section 7 13
  • 13. Relationships of Processes Initiating a Project Managing a Stage Boundary Directing a Project End Starting a Project Controlling Closing a a Stage Project Managing ‘Product’ Delivery 14
  • 14. Relationships of Processes (3) Managing a Stage Boundary Directing a Project Controlling Closing a a Stage Project 15
  • 15. Directing a Project (3) managing Request to Controlling a Stage approve next Exception Plan approved a Stage Boundary Stage Plan Authorise a Stage or Stage authorised Controlling Exception a Stage Request to managing Plan approve a Stage Closing a Boundary Exception Premature close Project Plan section 5 PID section 8 End Stage Report Stage Plan Benefits Review Plan Exception Plan 16
  • 16. Relationships of Processes Initiating a Project Managing a Stage Boundary Directing a Project End Starting a Project Controlling Closing a a Stage Project Managing ‘Product’ Delivery 17
  • 17. Relationships of Processes (4) Managing a Stage Boundary Directing a Project Controlling Closing a a Stage Project 18
  • 18. Directing a Project Project board obtain corporate advice and direction (4) request for advice Managing a Exception Plan request Stage Boundary Controlling Exception Controlling a Stage raised Project Board advised a Stage Give ad hoc direction New issue raised Controlling a Stage Controlling Request for a Stage advise Closing a Premature close Project section 7 Issue Report Exception Report section 5 Highlight Report section 8 19
  • 19. Relationships of Processes Initiating a Project Managing a Stage Boundary Directing a Project End Starting a Project Controlling Closing a a Stage Project Managing ‘Product’ Delivery 20
  • 20. Relationships of Processes (5) Directing a Project End Closing a Project 21
  • 21. Directing a Project (5) Project Closure Closure Authorise closure Send out notification recommended project closure authorised sent out closure notification Closing a Project End Lessons Report Business Case PID Benefits Review Plan End Project Report 22
  • 22. TASK Review and tailor your project as required
  • 23. CHEC Has the Project Board approved the Project Brief? Specifically has it: K Confirmed the project definition and approach? Reviewed and approved the Project Product Description? Formally confirmed the appointments to the core project management team? Reviewed and approved the outline Business Case, particularly the projected benefits? Has the Project Board approved the Initiation Stage Plan? Specifically, has it: Approved the plan to develop and Project Initiation Documentation (PID)? Obtained or committed the resources needed by the Stage Plan for the initiation stage? Ensured that adequate reporting and control mechanisms are in place for the initiation stage? Set tolerances? Requested the necessary logistical support? Confirmed that they have understood any risks that effect the decision to authorise the initiation stage? Confirmed to the Project Manager that the work defined in the Initiation Stage Plan may start? Has the Project Board informed corporate or programme management?