Key Responsibilities:
Step 1: Identify and frame the problem or opportunity.
In this
phase, the fundamental need is identified. The need is then
quantified with respect to factors such as its size, shape, and
extent. This leads to the creation of a Requirements Document,
which articulates the need in as much detail as possible.
The true need must be completely understood before
attempting to define the best solution. A significant number of
project failures can be attributed to the phenomenon of solution jumping.
In simple terms, this occurs when you try to provide an
answer without understanding
the question. This is a
real possibility whenever
the requirements are not
fully defined, and impulse—
rather than a rational
process—is used to determine
the project solution.
Step 2. Identify and define the best project solution.
In Step
2, early determinations should be made regarding which work
groups should be involved. A team should be formed to assist
in this and all subsequent process steps. This step begins by
identifying all reasonable alternatives. The team may use brainstorming
or similar creativity techniques to help identify alternative solutions. Using criteria previously agreed upon, the team
then singles out the “best” solution. This is the actual project.
The team prepares project definition documents, which consist
of a comprehensive narrative description of the preferred execution
approach, the criteria for project completion, and the definition
of project success. In many organizations, this step concludes
with a formal proposal to management and formal
approval or authorization to proceed is granted. If the project is
not approved, it may be terminated.
Step 3. Identify task and resource requirements.
Once the project solution is identified, we’re ready to move
to the next phase, which is to identify the task and the resource
requirements. This is also referred to as scope management. In this step, the team identifies
all of the work to be
done (the tasks).
Consideration should be
given to the preferred
methods for doing the
work and how much of the
work will be done using
internal resources.
Preliminary resource commitments
should be
secured for all work.
Step 4. Prepare the control schedule and resource allocation
plan.
Creating the project schedule consists of several steps.
First, a network or logic diagram is prepared to display the optimum
sequencing of the tasks. Next, the length of time required
to complete each task (its duration) is estimated.
By combining information on the preferred sequence of tasks,
the estimated task durations, and an assumed project start date,
the team can place tasks in
“real time,” much like
scheduling appointments
on a calendar. This reveals
the total project duration
and the expected project
completion date. The final
part of this step consists of
creating a logic-based,
time-scaled bar chart that
will be used during the project
execution to track
progress.
Step 5. Estimate project costs and prepare a project budget.
In this step, the project manager coordinates the preparation of
a cost estimate for the project. A variety of methods may be
used to estimate cost, depending upon the level of detail that exists at that time. The overall project cost is allocated to individual
elements of the project, thus creating a budget for each
major work element. This budget is used to monitor and control
cost expenditures during project execution.
Step 6. Analyze risk and establish stakeholder relationships.
Once the project team has identified the work, prepared the
schedule, and estimated the costs, the three fundamental components
of the planning process are complete. This is an excellent
time to identify and try to deal with anything that might
pose a threat to the successful completion of the project. This is
called risk management. In risk management, “high-threat”
potential problems are identified. Action is taken on each highthreat
potential problem, either to reduce the probability that the
problem will occur or to reduce the impact on the project if it
does occur. Though treated as a discrete step, risk
analysis should be a continuous
process: you
should be ever vigilant for
threats to your project’s
success.
This is also a good
time to identify all the
project stakeholders and
establish or solidify relationships
that will be maintained
throughout the life
of the project.
Step 7. Maintain control and communicate as needed during
execution.
During
project execution, people are carrying out the tasks and progress
information is being reported through regular team meetings. The
team uses this information to maintain control over the direction
of the project and takes corrective action as needed.
The first course of action should always be to bring the project
back “on course,” to return to the original plan. If that can-not happen, the team should record variations from the original
plan and record and publish modifications to the plan.
Throughout this step, organizational managers and other key
stakeholders should be kept informed of project status according
to an agreed-upon frequency and format. The plan should
be updated and published on a regular basis. Status reports
should always emphasize the anticipated end point in terms of
cost, schedule, and quality of deliverable.
Step 8. Manage to an orderly close-out.
This step is often
characterized by the development of a punch list. A punch list
is a relatively small list of tasks that the project team needs to
complete in order to close out the project. The project manager
must keep team members focused at this critical time.
Unfortunately, far too often the attention of the team begins to
drift because the project is shutting down. If this step of the
process is not managed in an orderly fashion, the end can have
a tendency to drag on. This can have a devastating effect on
customer satisfaction.
Finally, the team should conduct lessons learned studies, to
examine what went well and what didn’t. Through this
type of analysis, the wisdom
of experience is transferred
back to the project
organization, which will
help future project teams.
Responsibilities of a project manager in overall context:
The Project Manager is accountable for the following:
1. Works with project sponsor and finalize project business case
2. Facilitates capturing the project customer’s functional requirements
3. Establishes definition of project scope and general baseline for time/costs
4. Writes the charter for the project
5. Facilitates developing a work breakdown structure (WBS) for the project
6. Facilitates and is accountable for development of detailed project estimates
7. Develops and is accountable for a detailed baseline of project schedule
8. Develops all project controls, including cost, time, change and risk
9. Oversees project execution with regard to schedule, budget, scope, quality and risk
10. Maintains accountability for quality of project deliverables
11. Manages vendor or subcontractor’s performance on the project
12. Provides periodic updates to the project sponsor
13. Manages overall project communications, including project documentation
14. Acts as the central source of project status (verbal & written) for the project team, stakeholders and
sponsor(s)
15. Facilitates assignment/accountability of project resources
16. Works with functional managers on resource allocation and management of resource contentions
17. Manages project team efficiency and effectiveness, while coordinating and fostering teamwork
18. Facilitates project team meetings and status review meetings
19. Ensures adherence to the organization’s project management framework
20. Obtains written sign off on project completion
21. Provides periodic feedback to individuals on their project performance
22. Coaches team members when needed
23. Provides periodic feedback to managers on their associate’s performance on the project
24. Works with the project sponsor to recognize the team/individual achievements on successful
project completion
Required skills for assessing a project
Communication effectiveness
Conveys goals and objectives clearly and in a compelling
manner; listens effectively and clarifies information as
needed;interprets verbal and non-verbal messages that
others communicate; produces clear status reports;
communicates tactfully and candidly.
Ensures that project status, issues and successes are
communicated to project team, stakeholders, sponsors,
steering committee and all levels of management and
documented appropriately.
Motivates project team members to action. Identifies
common themes, makes inferences and draws
conclusions.
Ensures open communication on the project team.
Addresses delicate situations and handles conflicts in
such a way as to maximize opportunity and minimize risk.
Decision making
Understands how and when to make a choice; how and
when to escalate issues to higher levels. Analyzes the
risks and future impact of decisions.
Makes decisions and takes timely independent action in
pursuit of priorities.
Influencing and leading
Exerts strong influencing skills to impact choices on
immediate and long-term directions.
Understands and effectively uses established policies and
procedures.
Actively seeks ways to recruit, hire, retain and manage a
diverse workforce.
Undertakes continual adjustments with stakeholders in a
persuasive manner, to keep the project on course, by use
of positive win/win negotiation.
Establishes trust.
Recognizes how corporate culture impacts the success of
the project; knows how to use organization to achieve
objectives.
Responsibility and accountability
Prioritizes own and team’s work.
Anticipates
consequences of actions, potential problems, or
opportunities for change.
Sets and meets realistic deadlines.
Forecasts changes
and communicates current and projected issues.
Ensures a high level of fiscal control and accountability for
project budget.
Creates within the team a shared focus on the importance
of achieving results.
Creates work standards for project;
establishes and defines roles and responsibilities, specific
outcomes, and clear measures for quality and success of
the team.
Follows through with fair and consistent
consequences for both achieving and not achieving
results.
Provides performance feedback and assists
employees with plans for development and training
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