DEFINING YOUR PROJECT
1. Demonstrate the project need and feasibility
- Produce a document confirming the need for the project deliverables and describing, in broad terms: the deliverables, means of creating the deliverables, costs of creating and implementing the deliverables, benefits to be obtained by implementing the deliverables.
2. Obtain project authorization
- A go/no go decision is made by the Sponsor (Company).
- A Project Manager is assigned.
- A “Project Charter” is created which:
- Formally recognizes the Project.
- Communicates the success factors.
- Details the scope of the project and its deliverables.
- Is used as a communication document throughout the project.
3. Appraise fully all aspects of the Project
- Outline the various ways the project objectives can be met.
- Conduct a comprehensive risk analysis:
- Include Technical, Commercial, Environmental and Safety.
- Document all risks within the Project Risk register.
PLANNING YOUR PROJECT
4. Describe Project scope
- This includes:
- A Statement of Project Scope
- A Scope management plan
- A Work Breakdown Structure
5. Define and sequence project activities
- Develop an activity list (A list of all activities that will be performed on the project).
- Give updates to the work breakdown structure (WBS).
- Design a Project Network diagram.
6. Estimate durations for activities and resources required
- Get estimate of durations for each activity and assumptions related to each estimate.
- Produce a statement of resource requirements.
- Update the activity list.
7. Develop a Project Schedule
- Include Gantt Charts, network diagrams, milestone charts, or text tables.
- Use supporting details, such as resource usage over time, cash flow projections, order/delivery schedules, etc.
8. Estimate costs
- Get cost estimates for completing each activity.
- Give supporting detail, including assumptions and constraints.
- Include cost management plan describing how cost variances will be handled.
9. Build a budget and spending plan
- A cost baseline or time-phased budget for measuring/monitoring costs.
- A spending plan, telling how much will be spent on what resources at what time.
10. Create a formal quality plan
- This is a quality management plan, including operational definitions.
- Make sure you have quality verification checklists.
11. Create a formal Project Communications Plan
- A communication plan includes:
- Collection structure.
- Distribution structure.
- Distribution structure of information to be disseminated.
- Schedules listing when information will be produced.
- A method for updating the communications plan.
12. Organize and acquire staff
- Define role and responsibility assignments.
- Create a staffing plan.
- Produce an organisational chart with detail as appropriate.
- Acquire Project Staff.
- Create a Project Team Directory.
13. Identify risks and plan to respond
- Design a document describing potential risks, including their sources, symptoms, and ways to address them.
14. Plan for, and acquire, outside resources (if required)
- Use a procurement management plan describing how contractors will be obtained.
- Produce a Statement Of Work (SOW) or Statement Of Requirements (SOR) describing the item (product or service) to be procured.
- Create Bid documents, such as RFP (Request For Proposal), IFB (Invitation For Bid), etc.
- Identify evaluation criteria – means of scoring contractor’s proposals.
- Put in place a contract with one or more suppliers of goods or services.
15. Organise the project plan
- Put together a comprehensive project plan that pulls together all the outputs of the preceding project planning activities.
16. Close out the project planning phase
- Get the Project Plan approved, in writing, by The Client, and obtain a “green light” or okay to begin work on the project.
17. Revisit the Project Plan and re-plan if needed
- This gives confidence that the detailed plans to execute a particular phase are still accurate and will effectively achieve results as planned.
EXECUTION OF YOUR PROJECT
18. Execute project activities
- Work results (deliverables) are created.
- Change requests (ie, based on expanded or contracted project) are identified.
- Periodic progress reports are created.
- Team performance is assessed, guided, and improved if needed.
- Bids/Proposals for deliverables are solicited, contactors (suppliers) are chosen, and contracts are established.
- Contracts are administered to achieve desired work results.
19. Control project activities
- This includes:
- Decision to accept inspected deliverables.
- Corrective actions such as rework of deliverables, adjustments to work process, etc.
- Updates to project plan and scope.
- Improved quality.
- Completed evaluation checklists (if applicable).
CLOSING YOUR PROJECT
20. Close out project activities
- Get formal acceptance, documented in writing, that the Sponsor has accepted the product of this phase or activity.
- Give formal acceptance of contractor work products and updates to the contractor’s files.
- Update the project records prepared for archiving.
- Put together a list of lessons learned.
- Produce a plan for follow-up and/or hand-off work.