3
57086
Contract and Project Management




David Sowden, The University of Hull
3
57086
Contract and Project Management

Introduction to Processes -
Initiating a project




David Sowden, The University of Hull
Overview

• Initiating a Project
  –   Fundamental principles
  –   Contexts
  –   Process description
  –   Planning Quality
  –   Planning a Project
  –   Refining a Business Case and Risks
  –   Setting up controls
  –   Setting up files and records (Evidence)
  –   Assembling a Project Initiation Document




                                        3
Initiating
            a Project


Directing
a Project


                         4
Relationships
of Processes
                                     Initiating a
                                       Project

                                                    Managing
                                                     a Stage
                                                    Boundary




          Starting
                            Initi
                      Directing a
                        Project     End

                            atin
          a Project




                            g
                            a
                                    Controlling
         Closing a                    a Stage
          Project


                            Proj
                            ect
                        Managing
                        ‘Product’
                        Delivery

                                                               5
THE B
Initiating a Project
                                          AS            ICS
                   Reassess the
                      risks          Expand the
   Plan the                         Business Case
   project




                                                Identify how
 Plan how the                                   products will
right quality of                                be controlled
 ‘product’ will
 be produced


                                       Set up the
                   Prepare to get      necessary
                    approval for      controls for
                     the project      the project
                                                                6
Icons

        Guidelines - Rules, Policies,
        instructions that should be
        followed



        Resources - tools, systems
        or materials required to
        complete a task



                                        7
Initiating a Project (1)

   Project                 Prepare the Risk
  initiation                 Management
  approved                     Strategy



                                      Lessons Log
                                      Daily Log
                                      Project Brief




                                                      8
Initiating a Project (2)


   Risk Management                   Prepare the Configuration
   Strategy prepared                   Management Strategy



       Create Configuration Item Records         Daily Log

       Create Issue Register                    Lessons Log

       Create Configuration Management           Project Brief
       Strategy

       Update Project Plan                      Risk Register




                                                                9
Initiating a Project (3)


 Configuration Management                   Prepare the Quality
     Strategy prepared                    Management Strategy



        Create Previous Lessons Reports            Project ‘Product’
                                                   Description
        Create Quality Management Strategy         Lessons Log

        Create Configuration Management             Project Brief
        Strategy

        Update Project Plan                        Risk Register

                                                   Issue Register

                                                                       10
Initiating a Project (4)


   Quality Management                   Prepare the Communication
    Strategy prepared                      Management Strategy




       Create Project Controls                     Lessons Log

                                                   Project Brief

                                                   Risk Register

                                                   Issue Register
       Configuration, Risk and Quality
       Management Strategies

                                                                    11
Initiating a Project (5)

     Communication
   Management Strategy              Set up the project controls
        prepared




       Create Project management team          Lessons Log
       structure
       Update Project Plan                     Project Brief

       Update role descriptions                Project approach

                                               Issue Register

                                               Project ‘Product’
                                               Description
                                                                   12
Initiating a Project (6)


   Project controls set up                Create the Project Plan




         Update configuration item                  Lessons Log
         Records
         Update project management team            Project Brief
         structure
         Create Project plan                       Project approach

                                                   Issue Register

                                                   Project ‘Product’
                                                   Description
                                                                       13
Initiating a Project (7)


    Project Plan created                  Refine the Business Case




        Create Benefits Review plan                Risk Register

        Create a detailed Business Plan           Project Brief

                                                  Outline of Business
                                                  case




                                                                        14
Initiating a Project (8)

                                        Assemble the Project
   Business Case refined               Initiation Documentation
                                                 (PID)



             Project Brief

             Project approach

             Project definition

             Detailed Business Case

             Configuration Management Strategy
                                                                 15
Initiating a Project (9)


      Request to deliver
          a project
                               Directing a Project


                                                section 4




        Stage boundary
          approaching      Managing a Stage Boundary


                                                section 7


                                                       16
TASK


Review your project
initiation paperwork
CHEC
Have lessons from previous similar project been identified and , where appropriate, have they been applied?
                                                                                                                   K
Has the Risk Management Strategy been defined and documented?

Has the Risk Register been set up and populated?

Has the Configuration Management Strategy been defined and documented?

Have the initial Configuration Item Records been set up?

Has the Issue Register been set up and populated?

Has the Quality Management Strategy been defined and documented?

Has the Quality Register been set up and populated?

Has the Communication Management Strategy been defined and documented?

Have the project controls been determined and established?

Has the Project Plan been created?

Has the project management team structure been updated to reflect any new roles, or changes of responsibilities?

For new appointments, do role descriptions exist, and those appointed have they accepted?

Has the outline Business Case been refined into a detailed Business Case?

Has the Benefits Review Plan been created?

Has the Project Initiation Documentation been assembled?

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57086 03 initiating_a_project

  • 1. 3 57086 Contract and Project Management David Sowden, The University of Hull
  • 2. 3 57086 Contract and Project Management Introduction to Processes - Initiating a project David Sowden, The University of Hull
  • 3. Overview • Initiating a Project – Fundamental principles – Contexts – Process description – Planning Quality – Planning a Project – Refining a Business Case and Risks – Setting up controls – Setting up files and records (Evidence) – Assembling a Project Initiation Document 3
  • 4. Initiating a Project Directing a Project 4
  • 5. Relationships of Processes Initiating a Project Managing a Stage Boundary Starting Initi Directing a Project End atin a Project g a Controlling Closing a a Stage Project Proj ect Managing ‘Product’ Delivery 5
  • 6. THE B Initiating a Project AS ICS Reassess the risks Expand the Plan the Business Case project Identify how Plan how the products will right quality of be controlled ‘product’ will be produced Set up the Prepare to get necessary approval for controls for the project the project 6
  • 7. Icons Guidelines - Rules, Policies, instructions that should be followed Resources - tools, systems or materials required to complete a task 7
  • 8. Initiating a Project (1) Project Prepare the Risk initiation Management approved Strategy Lessons Log Daily Log Project Brief 8
  • 9. Initiating a Project (2) Risk Management Prepare the Configuration Strategy prepared Management Strategy Create Configuration Item Records Daily Log Create Issue Register Lessons Log Create Configuration Management Project Brief Strategy Update Project Plan Risk Register 9
  • 10. Initiating a Project (3) Configuration Management Prepare the Quality Strategy prepared Management Strategy Create Previous Lessons Reports Project ‘Product’ Description Create Quality Management Strategy Lessons Log Create Configuration Management Project Brief Strategy Update Project Plan Risk Register Issue Register 10
  • 11. Initiating a Project (4) Quality Management Prepare the Communication Strategy prepared Management Strategy Create Project Controls Lessons Log Project Brief Risk Register Issue Register Configuration, Risk and Quality Management Strategies 11
  • 12. Initiating a Project (5) Communication Management Strategy Set up the project controls prepared Create Project management team Lessons Log structure Update Project Plan Project Brief Update role descriptions Project approach Issue Register Project ‘Product’ Description 12
  • 13. Initiating a Project (6) Project controls set up Create the Project Plan Update configuration item Lessons Log Records Update project management team Project Brief structure Create Project plan Project approach Issue Register Project ‘Product’ Description 13
  • 14. Initiating a Project (7) Project Plan created Refine the Business Case Create Benefits Review plan Risk Register Create a detailed Business Plan Project Brief Outline of Business case 14
  • 15. Initiating a Project (8) Assemble the Project Business Case refined Initiation Documentation (PID) Project Brief Project approach Project definition Detailed Business Case Configuration Management Strategy 15
  • 16. Initiating a Project (9) Request to deliver a project Directing a Project section 4 Stage boundary approaching Managing a Stage Boundary section 7 16
  • 18. CHEC Have lessons from previous similar project been identified and , where appropriate, have they been applied? K Has the Risk Management Strategy been defined and documented? Has the Risk Register been set up and populated? Has the Configuration Management Strategy been defined and documented? Have the initial Configuration Item Records been set up? Has the Issue Register been set up and populated? Has the Quality Management Strategy been defined and documented? Has the Quality Register been set up and populated? Has the Communication Management Strategy been defined and documented? Have the project controls been determined and established? Has the Project Plan been created? Has the project management team structure been updated to reflect any new roles, or changes of responsibilities? For new appointments, do role descriptions exist, and those appointed have they accepted? Has the outline Business Case been refined into a detailed Business Case? Has the Benefits Review Plan been created? Has the Project Initiation Documentation been assembled?