57086 07 managing_a_stageboundary

57086 Contract and Project Management7David Sowden, The University of Hull

757086 Contract and Project Management

Introduction to Processes - Managing a Stage Boundary

David Sowden, The University of Hull

Overview

• Managing Stage Boundaries– Fundamental principles– Contexts– Process description– Planning a Stage– Updating a Project Plan– Updating a Project Business Plan– Updating the Risk Log– Reporting Stage End– Producing an Exception Plan

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Directing a Project

Initiating a Project

Managing a Stage

Boundary

Controlling a Stage

Relationships of Processes

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Starting a Project

Directing a Project

Initiating a Project

Managing a Stage

Boundary

Controlling a Stage

Managing ‘Product’ Delivery

End

Closing a Project

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THE BASICSManaging a Stage Boundary

Prepare a report for the ‘Project Board’

Check if the Business Case or risk have changed

Plan the next stage (or Exception Plan) and update the Project Plan

Complete the performance statistics for the current stage

Icons

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Guidelines - Rules, Policies,instructions that should be followed

Resources - tools, systemsor materials required to complete a task

Managing a Stage Boundary (1)

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Plan the next stage

Stage boundary approaching

Exception Plan request

Issue Register

Update Configuration Item RecordUpdate Issue RegisterUpdate Quality RegisterCreate ‘Product’ DescriptionUpdate PID

Lessons LogPIDRisk Register

Managing a Stage Boundary (2)

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Update the Project PlanNext stage planned

Stage Plan (current stage)

Update Issue RegisterUpdate Project PlanUpdate Risk Register

Stage Plan (next stage)

Exception PlanPID

Managing a Stage Boundary (3)

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Update the Business CaseProject Plan updated

Benefits Review Plan

Update Benefits Review PlanUpdate Business CaseUpdate Risk Register

Issue RegisterProject Plan

PID

Risk Register

Managing a Stage Boundary (4)

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Report stage endBusiness Case updated

Benefits Review Plan

Create End Stage ReportCreate Lessons ReportCreate follow-on actionrecommendations

Lessons logIssue Register

PID

Quality Register

Update Configuration Item RecordsCreate Exception Plan

Managing a Stage Boundary (5)

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Request to approve next Stage Plan

Stage Plan (current stage)Update Issue Register

Update Quality RegisterCreate ‘Product’ Description

Risk RegisterIssue Register

PID

Configuration ItemRecords

Directing a Project

Produce an Exception Plan Request to approve Exception Plan

section 4

Exceptions

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Plan the next stageException Plan request

EXAMPLE

TASK

Review and tailor your stage boundaries

Have all products that were planned to be completed within the stage been approved?

Has a Product Status Account been created to verify the status of the stage’s products?

If there was a product handover during the stage, were lated outstanding issues documented as follow-on action recommendations ready for distribution subject to Project Board approval?

Has the Lessons Log been reviewed and updated?

If required, has the Lessons report been created ready for distribution, subject to Project Board approval?

Has the Stage Plan been updated with actuals?

Has the Risk Management Strategy been review and (if necessary) updated?

Has the Risk Register been reviewed and updated?

Has the Configuration Management Strategy been reviewed and (if necessary) updated?

Have the Configuration Items Records been reviewed and updated?

Has the Issue Register been reviewed and updated?

Has the Quality Management Strategy been reviewed and (if necessary) updated?

Has the Quality Register been reviewed and updated?

Has the Communication Management Strategy been reviewed and (if necessary) updated?

Have the project controls been reviewed and (if necessary) updated?

Has the Project Plan been reviewed and (if necessary) updated?

Has the project management team structure been updated to reflect and new roles being appointed or any changes to responsibilities of existing roles?

CHECK(1)Managing a Stage Boundary

CHECK(2)For new appointments, do role descriptions exist and have those people who have been appointed confirmed their acceptance?

Has the Business Case been reviewed and (if necessary) updated?

Has the Benefits Review Plan been reviewed and (if necessary) updated?

Has the Project Initiation Documentation been reviewed and (if necessary) updated?

Has the End Stage Report been produced showing actual against planned performance, and summarising lessons and follow-on recommendations

Has the End Stage Report been issued to the Project Board in accordance with the project controls?

For the next stage

Has the Stage Plan for the next stage been created?

Have Product Descriptions been created for the next stage’s products?

Has the Project Board been requested to authorise the next stage?

For Exceptions

Has an Exception Plan been created (if requested by the Project Board)?

Have Product Descriptions been created/updated for the Exception Plan?

Hs the Project Board been requested to approve the Exception Plan?

Managing a Stage Boundary