57086 03 initiating_a_project

57086 Contract and Project Management3David Sowden, The University of Hull

357086 Contract and Project Management

Introduction to Processes - Initiating a project

David Sowden, The University of Hull

Overview

• Initiating a Project– Fundamental principles– Contexts– Process description– Planning Quality– Planning a Project– Refining a Business Case and Risks– Setting up controls– Setting up files and records (Evidence)– Assembling a Project Initiation Document

3

4

Directing a Project

Initiating a Project

Relationships of Processes

5

Starting a Project

Directing a Project

Initiating a Project

Managing a Stage

Boundary

Controlling a Stage

Managing ‘Product’ Delivery

End

Closing a Project

6

Initiating a Project

Plan how the right quality of ‘product’ will be produced

Plan the project

Expand the Business Case

Reassess the risks

Identify how products will be controlled

Set up the necessary

controls for the project

Prepare to get approval for the project

THE BASICS

Icons

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Guidelines - Rules, Policies,instructions that should be followed

Resources - tools, systemsor materials required to complete a task

Initiating a Project (1)

8

Prepare the Risk Management

Strategy

Lessons Log

Daily Log

Project Brief

Projectinitiation approved

Initiating a Project (2)

9

Create Configuration Item Records

Lessons Log

Daily Log

Project Brief

Prepare the Configuration Management Strategy

Risk Management Strategy prepared

Risk Register

Create Issue Register

Create Configuration ManagementStrategy

Update Project Plan

Initiating a Project (3)

10

Create Previous Lessons Reports

Lessons Log

Project ‘Product’Description

Project Brief

Prepare the Quality Management Strategy

Configuration Management Strategy prepared

Risk Register

Create Quality Management Strategy

Create Configuration ManagementStrategy

Update Project Plan

Issue Register

Initiating a Project (4)

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Create Project Controls Lessons Log

Configuration, Risk and QualityManagement Strategies

Project Brief

Prepare the Communication Management Strategy

Quality Management Strategy prepared

Risk Register

Issue Register

Initiating a Project (5)

12

Create Project management teamstructure

Lessons Log

Project Brief

Set up the project controlsCommunication

Management Strategy prepared

Project approach

Issue Register

Update Project Plan

Update role descriptions

Project ‘Product’Description

Initiating a Project (6)

13

Update configuration itemRecords

Lessons Log

Project Brief

Create the Project PlanProject controls set up

Project approach

Issue Register

Update project management teamstructureCreate Project plan

Project ‘Product’Description

Initiating a Project (7)

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Create Benefits Review plan

Project Brief

Refine the Business CaseProject Plan created

Risk Register

Create a detailed Business Plan

Outline of Businesscase

Initiating a Project (8)

15

Project Brief

Assemble the Project Initiation Documentation

(PID)Business Case refined

Project approach

Project definition

Detailed Business Case

Configuration Management Strategy

Initiating a Project (9)

16

Directing a Project

Managing a Stage Boundary

Request to deliver a project

section 7

section 4

Stage boundary approaching

TASK

Review your project initiation paperwork

Have lessons from previous similar project been identified and , where appropriate, have they been applied?

Has the Risk Management Strategy been defined and documented?

Has the Risk Register been set up and populated?

Has the Configuration Management Strategy been defined and documented?

Have the initial Configuration Item Records been set up?

Has the Issue Register been set up and populated?

Has the Quality Management Strategy been defined and documented?

Has the Quality Register been set up and populated?

Has the Communication Management Strategy been defined and documented?

Have the project controls been determined and established?

Has the Project Plan been created?

Has the project management team structure been updated to reflect any new roles, or changes of responsibilities?

For new appointments, do role descriptions exist, and those appointed have they accepted?

Has the outline Business Case been refined into a detailed Business Case?

Has the Benefits Review Plan been created?

Has the Project Initiation Documentation been assembled?

CHECK