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Managing Successful Projects

Feb 18, 2022

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Page 1: Managing Successful Projects

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Managing Successful Projects wth PRINCE2

00® OfficeofGovQrnmentCommerce LOnGOÜ! I j U

Page 2: Managing Successful Projects

CONTENTS

Acknow

1.1 Whyusea project management method?

1.2 BenefitsofusingPRINCE2

1.3 Support forPRINCE2

Structure of the manual

1.5 Using the manual

1

1

2

4

4

5

2.1 What is a project?

2.2 ThescopeofPRINCE2

2.3 PRINCE2 in context

2.4 QÄ*view<>£PRmC£2

2.5 The proeesses

2.6 The eomponents

2.7 Thetechniques

2.8 Process and component links

7

8

9

11

12

17

18

19

3.1 Management levels

3.2 Structure of each process description

3.3 Diagram and text notation

21

23

VII

Page 3: Managing Successful Projects

PRINCE2 CONTENTS

mmmmmmmmm. 4.1 Fundamental principles

4.2 Context

4.3 Processdescription

4.4 Appointing an Executive and a Project Manager (SU1)

4.5 Designing a Project Management Team (SU2)

4.6 Appointing a Project Management Team (SU3)

4.7 Preparing a Project Brief (SU4)

4.9 Planning an Initiation Stage (SU6)

26

31

37

43

5 Initiating a Project (IP)

5.1 Fundamental principles

5.2 Context

5.3 Processdescription

5.4 Planning Quality(IPl)

5.5 Planninga Project(IP2

5.6 Refining the Business Case and Risks (IP3)

5.7 Setting up Project Controls (IP4)

5.9 Assembling a Project Initiation Document (IP6)

47

48

50

53

56

60

Do

65

6 Dirertinga Protect i

6.1 Fundamental principles

fi 2 Contpxt

6.3 Processdescription

6.4 Authorisir ''mmmmmiam§mmmM 6.5 Authorising a Project (DP2)

6.6 Authorising a Stage or Exception Plan (DP3)

6.7 Giving Ad Hoc Direction (DP4)

6.8 Confirming Project Closure (DP5)

69

,,, b y

70

_. '"* 76

85

80

VIII

Page 4: Managing Successful Projects

PRINCE2

)

CONTENTS

7.1 Fundamental principles

7.2 Context

7.3 Processdescription

7.5 Assessing Progress (CS2)

95

96

97

102

- :'•:: • • ' : - . ' Y - : - v . / , - : , ' - 0&

7.7 Examining Project Issues (CS4)

7.8 Rcviewing Stage Status (CS5)

7.9 Reporting Highlights (CS6)

7.11 Escalating Project Issues (CS8)

107

110

114

;illillii»Illiiii 119

124

8.1 Fundamental principles 127

Y Y : Y Y U Y Y / yvYyYYYyYY;YvYYyY<yYYY ; fYyYH4

8.3 Process description 128

l . ; -.- - • - - • .•.---; .--. *;

8.5 Executing a Work Package (MP2)

8.6 Delivering a Work Package (MP3)

mit:

132

134

9.1 Fundamental principles 137

9.3 Processdescription

9.4 Planninga Stage (SB1)

9.5 Updating a Project Plan (SB2)

9.7 Updating the Risk Log (SB4)

5B3i

138

139

142

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146

9.9 Producing an Exception Plan (SB6) 150

IX

Page 5: Managing Successful Projects

PRINCE2 CONTENTS

10.1 Fundamental principles

10.2 Context

10.3 Processdescription

10.4 Decommissioning a Project (CP1)

10.5 Identifying Follow-on Actions (CP2)

10.6 Evaluating a Project (CP3)

11 Planning(PL) \'^^^äSStStilBH^

11.1 Fundamental principles

11.2 Context

11.3 Processdescription

11.4 Designinga Plan (PL1)

11.5 DefiningandAnalysing Products (PL2)

11.6 Identifying Activities and Dependencies(PL3)

11.7 Estimating (PL4)

11.8 Scheduling (PL5)

11.9 Analysing Risks (PL6)

11.10 Completinga Plan (PL7)

12 Introduction to the PRINCE2 components

13 Business Case

13.1 Whatisa Business Case?

i:j..2 What should a Business C;;sr cor:tain?

13.3 Developing a Business Case

13.4 Development path of the Business Case

14 Organisation

14.1 Overview

14.2 The PRINCE2 project management team

153

154

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156

160

162

P^H? 167

168

169

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174

176

180

183

188

190

. ^ « *

197

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203

203

208

14.3 Project Support 217

Page 6: Managing Successful Projects

PRINCE2

)

CONTENTS

15

15.1

15.2

15.3

15.4

15.5

16

16.1

16.2

16.3

16.4

16.5

16.6

Plans >H/|| l i l

Benefitsof planning

Whatisa plan?

What are the elements of a plan?

ThePRINCE2approach

Levelsof plan

Controls ; I ^ ^ ^ K ^ ^ ^ # * - r ^ ' ; '

Purpose of control

Controls overview

Projectstart-up

Controlled progress

Control led dose

Stages

i A . fVi3njiQvMfCrii OT rlSK .^iSEäs . cyi-'j/-. ,-~.'i:. ;.~T*-'

17.1

17.2

17.3

17.4

17.5

17.6

17.7

17.8

18

18.1

18.2

18.3

18.4

What is risk management?

Riskpnnciples

The risk management cyele

Risk profile

Budgeting for risk management

Mapping the management of risk to the PRINCE2 processes

Interdependencies

Further risk management considerations

Quality in a project environment ,̂;

Purpose

What is quality?

Quality management

The quality path

219

219

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220

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227

00 V

228

230

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244

246

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258

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259

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Sit: 265 O C E

265

265

266

18.5 Making project quality work 273

XI

Page 7: Managing Successful Projects

PRINCE2 CONTENTS

19.1 Purpose

19.3 Baseline

naging the eonfiguration

19.5 Configuration management method

19.7 Configuration management and a Projeet Support Office

277

277

280

282

283

$& Ctetftgecontrol

20.1 Purpose 285

20.3 Authority levels 287

20.5 Management of change and configuration management 289

SWS''

22.1 The four products of product-based planning 293

22.3 Producing a Product Description of the final product

22.4 Producing a Product Breakdown Structure

22.5 Writing a Product Description

i i itoiÄÄiiiiiiiwii lililll mmmim

22.7 Product-based planning example

22.9 Guidance on creating a product-based plan

294

294

300

302

303

311

23.1 Change control steps 315

XII

Page 8: Managing Successful Projects

PRINCE2

i

CONTENTS

24.1 Whatisaquality review?

24.2 Quality review benefits

24.3 Context

< review technique

319

319

319

320

A.1 Acceptance Criteria

Business Cas

A.3 Checkpoint Report

M & Communication Plan

A.5 Configuration Item Record

A.6 Configuration Management Plan

A.7 Customer's quality expectations

A.9 End Project Report

A.11 Exception Plan

:••: . 4 - - ,

;.>*:K:«?i,V;

ft"Ji*JjB¥!S|.iy

A.13 Follow-on Action Recommendations

A.14 Highlight Report

A.15 IssueLog

A.16 Lessons Learned Log

A.17 Lessons Learned Report

A.18 Off-Specification- - . « ^ :.-•;• r % ;

A.19 Post-Project Review Plan

A.21 Product Checklist

A.23 Product Flow Diagram

A.24 Product Status Aeeöfc

A.25 Project Approach

341

343

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356

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372

XIII

Page 9: Managing Successful Projects

PRINCE2 CONTENTS

A.26 Project Brief 373

A.27 Project Initiation Document 375

A.28 Project Issue 378

A.29 Project Mandate 379

A.30 Project Plan 381

A.31 Project Quality Plan 383

A.32 Quality Log 385

A.33 RequestforChange 386

A.34 RiskLog 387

A.35 StagePlan 389

A.36 WorkPackage 391

Appendix B: Project management team roles 395

B.1 Project Board 395

B.2 Executive 397

B.3 Senior User 399

B.4 Senior Suppiier 400

B.5 Project Manager 401

B.6 Team Manager 402

B.7 Project Assurance 403

B.8 Project Support 405

B.9 Configuration Librarian 406

B.10 Project Support Office (PSO) 407

Appendix C: Risk categories 409

Appendix D: PRINCE2 healthcheck 413

Appendix E: Project document management 421

Further information - 425

Index 427

XIV i