1. 2
57086
Contract and Project Management
David Sowden, The University of Hull

2. 2
57086
Contract and Project Management
Introduction to Processes -
Starting up a project
David Sowden, The University of Hull

3. Overview
• Management Levels
• Starting up a Project
– Fundamental principles
– Contexts
– Process description
– Appointing an Executive and Project Manager
– Designing a Project Management Team
– Appointing a Project Management Team
– Preparing a Project Brief
– Defining Project Approach
– Planning an Initiation Stage
3

4. Management Levels
Corporate or programme Often set the business context
management for the project
Key decision making and
Directing a Project direction setting
Project Board
Day-to-day planning and control
Controlling a Stage Project Manager
Team Managers
Managing Product Delivery
4

5. Management Levels
Corporate or programme Your Company
management
Supervisors, Mentor,
Directing a Project Stakeholders.....
Controlling a Stage You
Managing Product Delivery ??
5

6. Starting up a Project
WBL3
Idea
Study (Research)
Trigger
Bright idea
6

7. What
Starting up a Project
Why
Who
When/How
Where
7

8. Starting a
Project

9. 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
9

10. Starting up a Project THE B
AS ICS
Create the project
‘management’ team
Define the project’s objectives
Identify how a solution will be
provided
Take a first look at the
Business Case and risks
Plan the work needed to
prepare project plans and
controls and get
‘management’ approval for the
project to commence
10

11. EXAM
University of
Hull
Project
Director PLE
FE Partners
Steering Group
Project
Manager
Industry
representative
s
Project Team
other
Stakeholders
Technical team
Support
Create the project team
Community
‘management’ team Engagement
System
Officer
Integrator
Research team
11

12. EXAM
University
of Hull
Senior
User
PLE
Steering
Group
Project
Senior Assurance
User Group Supplier
Project
Director
other
Stakeholders
Industry
Technical
team
Project
Support Team
team
Create the project
‘management’ team System
Integrator
Project
Manager
Research
team
Community
Engagement

13. TASK
Create your project
‘management’ team
section 11

14. Icons
Guidelines - Rules, Policies,
instructions that should be
followed
Resources - tools, systems
or materials required to
complete a task
14

15. Starting up a Project (1a)
Appoint the
Executive and
Project Mandated
the Project
Manager
Create ‘Daily’ Log
Create role descriptions
15

16. Starting up a Project (1b)
WBL3
Supervisors
appointed and
Project Mandated you are the
Project Manager
Create ‘Daily’ Log
Create role descriptions
16

17. The many facets of the Project Manager role
Funding
Line management
Communications
Strategy
Quality
Customer
Team work Product status
Planning
Changes
Monitoring
User needs Product v’s project needs
17

18. The many facets of the Project Manager role
Funding
Line management
Communications
Strategy
Quality
Customer
Team work Product status
Planning
Changes
Monitoring
User needs Product v’s project needs
18

19. Project Manager role
Soft skills
Communication
Personal skills
Process
19

20. Starting up a Project (2)
Capture
previous
lessons
Create Lessons Log
Previous Lessons Reports
20

21. Starting up a Project (3)
Design and
appoint a
lessons captured project
management
team
Update ‘Daily’ Log Lessons Log
Create role role descriptions
descriptions
for team
Create team structure
21

22. Starting up a Project (4)
Prepare the
Team appointed outline Business
Case
Update ‘Daily’ Log Lessons Log
Create Business Daily Log
Case outline
Create ‘Product’ description
22

23. Starting up a Project (5)
Select a project
Business Case approach
Lessons Log
Update ‘Daily’ Log
Daily Log
Additional role
descriptions? Role descriptions
Business Case
‘Product’ description
23

24. Starting up a Project (6)
Assemble the
Approach selected Project Brief
Lessons Log
Update ‘Daily’ Log
Daily Log
Additional role
descriptions? Role descriptions
Business Case
‘Product’ description
24

25. Starting up a Project (7)
Plan the
Brief assembled initiation stage
Lessons Log
Update ‘Daily’ Log
Daily Log
Create Stage Plan
(initiation) Project Brief
25

26. Starting up a Project (8)
Request for
stage planned project approval Request ‘sent’
(initiation)
section 4
26

27. TASK
Have you everything in
place?

28. CHEC
Have project management roles been allocated:
Executive?
K
Project Manager?
Senior User(s)?
Senior Supplier(s) - if appropriate at this point?
Project Support?
Team Manager(s) - if appropriate at this point?
Project Assurance?
Change Authority - if appropriate at this point?
Do the Project Board member have sufficient, availability and credibility to direct the project?
Are the project’s stakeholders sufficiently represented by the Project Board?
Do role descriptions exist for each key appointment?
Have those people appointed confirmed their appointment?
Has a Daily Log been set up?
Has a Lessons Log been set up?
Have lessons from previous similar project been identified and, where appropriate, applied?
If the organisation has not undertaken a project like this before, have lessons been sought from comparable project externally?
Has the Project Brief been produced?
Is there an outline Business Case?
Has the Project Product Description been produced?
Has the project approach been decided upon?
Is there a Stage Plan or the initiation stage?