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 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.
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.