Here are a few things to check regarding stage management within your project: - Have Work Packages been created, approved, tracked to completion, and signed off accordingly? - Have key project documents like risk, issue, and configuration item registers been maintained and updated regularly? - Has progress been monitored against the stage plan, and have any issues that could impact the schedule or budget been escalated as needed? - Has performance been reported to stakeholders as planned through highlight reports and other documents? - Have lessons learned been captured to improve future stages or other aspects of the project? Paying close attention to these stage controls can help ensure your project stays on track during this phase. Let me know if any

1. 5
57086
Contract and Project Management
David Sowden, The University of Hull

2. 5
57086
Contract and Project Management
Introduction to Processes -
Controlling a Stage
David Sowden, The University of Hull

3. Overview
–Controlling a Stage
• Fundamental principles
• Contexts
• Process description
• Work Packages
• Assessing progress
• Capturing Project Issues
• Capturing Project Issues
• Examining Project Issues
• Reviewing Stage Status
• Reporting Highlights
• Taking Corrective Action
• Escalating Project Issues
• Receiving Completed Work Packages
–

4. Controlling a Stage THE B
AS ICS
Confirm
Authorise Capture and
work
work log issues
completion
Capture Analyse the
progress impact of
information issues
Review progress,
quality work, issues
and risk status
Report Take corrective
progress to Escalate action
Project Board problems to
Project Board
4

5. 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
5

6. Icons
Guidelines - Rules, Policies,
instructions that should be
followed
Resources - tools, systems
or materials required to
complete a task
6

7. Controlling a Stage (1)
Directing a
Project
Stage authorised
Exception Plan Authorise a Work
Directing a
Project approved package
Directing a
Project Board
Project advised Update Configuration item
Records
Directing a
New issue Update Issue Register
Project raised
Update Quality Register
Managing Completed Work Update Stage Plan (current)
‘Product’
delivery Package Update Risk Register
PID
Managing New risk
‘Product’ raised Project Controls
delivery
Issue Register
Managing New issue Configuration Management
‘Product’ raised Strategy
delivery
Quality Management Strategy
7

8. Controlling a Stage (2)
Work Package authorised Review Work Package status
Update Configuration Item Record(s)
Update Issue Register
Update Risk Register
Update Stage Plan
Update Work Package(s)
Checkpoint Record(s)
Quality Register
Risk Register
Stage Plan
Team Plan(s)
8

9. Controlling a Stage (3)
Receive completed Work
Status reviewed
Packages
Update Configuration Item Record(s)
Update Stage Plan
Configuration Item Records
Quality Register
Stage Plan
9

10. Controlling a Stage (4)
Work Packages received Review the stage status
Update Issue Report
Update Issue Register
Update Lessons Log
Update Risk Register
Update Stage Plan
Checkpoint Record(s)
Quality Register
Issue Register
PID
Benefits review Plan
10

11. Controlling a Stage (5)
Stage status reviewed Report Status
Create Highlight report (current Period)
Checkpoint Record(s)
Daily Log
Highlight Report (previous period)
Lessons Log
Quality Register
11

12. Controlling a Stage (6)
Capture and examine issues
Status reported
and risks
Update Daily Log
Update Issue Register
Update Issue Report
Update Risk Register
PID
Business Case
Configuration Management Strategy
Communication Management Strategy
Project plan
12

13. Controlling a Stage (7)
issues and risk examined Escalate issues and risks
Update Exception Report
Update Issue Register
Update Risk Register
Update Issue Report
Issue Register
Issue Report
PID
Business Case
Risk Register
13

14. Controlling a Stage (8)
issues and risk escalated Take corrective action
Update Configuration Item Record(s)
Update Daily Log
Update Issue Register
Update Issue Report
Update Risk Register
Configuration Item Records
Daily Log
Issue Register
Issue Report
Risk Register
14

15. Controlling a Stage (9)
section 4
Request for advise
Directing a Project
Take corrective action
section 7
Stage Boundary approaching Managing a Stage
Boundary
section 4
Exception raised
Directing a Project
section 6
Work Package delivery authorised
Managing Project
Delivery
section 8
Project end approaching
Closing a Project
15

16. TASK
Review stage management
within your project

17. CHEC
Have Work Packages been created and issued?
Have all the Team Managers agreed their Work Packages?
K
Have completed product been produced in accordance with the Work Package and Product Description?
Have the relevant Configuration Items Records been created/updated?
Has the Quality Register been maintained?
Were any products handed over as part of a phased delivery?
Has the Risk Register been maintained?
Has the Issue Register been maintained?
Has the Stage Plan been updated with actuals and revised forecasts?
Has the Daily Log been maintained?
Have Checkpoint Report been received fro each issued Work Package at the frequency and in the format agreed?
Was progress (actual and forecast) checked against agreed tolerances?
If tolerances were forecast to be exceeded, were the escalated to the Project Boards?
If corrective actions were required, were they logged, implemented and tracked?
Was the Business Case periodically checked for ongoing viability?
Were Highlight Reports created and issued in accordance with agreed reporting format and frequency?
Do Issue Reports exist for all issues being handled formally?
Do Exception Reports exist for all exceptions raised to the Project Board?
Has the Lessons Log been updated with any new lessons?