Key Project Manager Practices

Managing a project can be daunting, but using the right techniques and tools will help the project manager achieve a project no matter how complex or large it might be.  There are seven practices that any project manager can put to good use to ensure the success of the project.

Define the objectives, scope and stakeholders
Firstly, understand the project objectives. Deciding the real objectives will help plan the project.  The client may have many ideas, but often it turns out that most of those ideas are not applicable to the current project.
Scope is the boundaries of the project.  Deciding what’s in or out of scope will determine the amount of work which needs performing.

Determine the stakeholders, what they expect to be delivered and enlist their support.  The stakeholders will review the objectives and scope, and either agree with them, or indicate what needs to be changed before they can give their approval.

Define the deliverables
Define what will be delivered by the project.  Decide what things, whether product or service, will be delivered.  Document them in enough detail to enable someone else to produce them correctly and effectively.
Key stakeholders must review the definition of deliverables and must agree they accurately reflect what must be delivered.

Project planning
Define what activities are required to produce the deliverables using techniques such as Work Breakdown Structures. Estimate the time and effort required for each activity, dependencies between activities and decide a realistic schedule to complete them. Involve the project team in estimating how long activities will take. Set milestones which indicate critical dates during the project. Write this into the project plan. Get the key stakeholders to review and agree to the plan.

Communication
Project plans are useless unless they’ve been communicated effectively to the project team. Every team member needs to know their responsibilities. I once worked on a project where the project manager sat in his office surrounded by huge paper schedules. The problem was, nobody on his team knew what the tasks and milestones were because he hadn’t shared the plan with them. The project hit all kinds of problems with people doing activities which they deemed important rather than doing the activities assigned by the project manager.

Tracking and reporting project progress
Once your project is underway you must monitor and compare the actual progress with the planned progress. You will need progress reports from project team members. You should record variations between the actual and planned cost, schedule and scope. You should report variations to your manager and key stakeholders and take corrective actions if variations get too large.

Change management
By managing changes, the project manager can make decisions about whether or not to incorporate the changes immediately or in the future, or to reject them. This increases the chances of project success because the project manager controls how the changes are incorporated, can allocate resources accordingly and can plan when and how the changes are made. Not managing changes effectively is often a reason why projects fail.

Risk management
Risks are events which can adversely affect the successful outcome of the project.  Risks will vary for each project but the main risks to a project must be identified as soon as possible. Plans must be made to avoid the risk, or, if the risk cannot be avoided, to mitigate the risk to lessen its impact if it occurs. This is known as risk management. Not managing risks effectively is a common reason why projects fail. Download these  Project Risk Management Templates to reduce risk on projects. View the sample risk management templates in PDF - Project Risk Management templates

Project Management Life Cycle

Any project you are preparing will proceed more smoothly and with greater effect by understanding and utilizing the Project Management Life Cycle.  It will assist you in narrowing the focus, keeping objectives in order, and of course bring the project to completion on time and under budget.

The life cycle of a project progresses though five steps, which are Initiation, Planning, Execution, Monitoring/Control and Closure. There isn’t a single step that is more important that any other, and each step is critical to the successful completion of the project.

The first step is Initiation. It provides the over-view of the project and how it will be successfully achieved.  The most common tools or methodologies used are Project Review, Plan, Overview and Schedule Reviews.  The new project starts by defining its objectives, scope, purpose and list of deliverables to be produced.  During this initial phase the project manager will be appointed, and he will select his team members according to their experience and skills.

Planning is the second step in the project management life cycle.  The plan must include certain elements, such as a breakdown that is detailed into tasks and the assignment of each task to members of the project team, from start to finish.  There must also be set criteria for defining successful completion of each task.  Typically a risk assessment is included in the Planning step as well.
This phase involves creating of a set of plans to help guide your team through the execution and closure of the project.  The plans created will help manage time, cost, quality, change orders or variation, risk factors and other issues. They will also help you to manage key personnel and external vendors/suppliers, to ensure that you deliver the project on time and within budget.

Execution and Control are the third and fourth steps in the project management life cycle.  These phases tend to be grouped together because each step of execution is measured against the control standard of the project.  The solution for the project’s purpose (usually solving an existing problem) is implemented.  As these steps progress, stakeholders become more involved in the planning for the final step.

The Project Execution is usually the longest phase in the project life cycle and it typically consumes the most energy and the most resources.  The most important issue in this part is to ensure activities are properly executed and controlled. You will need to implement a range of management processes during this phase. These processes help you to manage procurement, client approvals and communications.
The most common tools or methodologies used in the execution phase are an update of Risk Analysis Review, in addition to Project/Business Plan. The planned solution is implemented/incorporated to solve the problem specified in the business requirements.

Closure is the natural end to any cycle, and the project management cycle is no different.  A formal written project review report is developed, containing these elements: the formal acceptance by the client of the result of the project; a comparison of the initial requirements against the delivered product; lessons learned; project resources; and the formal project closure notification to higher management.

Create your own Project Life cycle...

Monitor and Control Your Projects (Part 3)

There are 3 critical areas that many project managers overlook when monitoring and controlling projects, and they are often the root cause of project failure. These 3 areas are the management of; suppliers, procurement and communications. To help you to monitor and control each area efficiently, we've described each in further detail below...

Monitor and Control Your Projects (Part 3)

Having previously covered the management of time, cost, quality, change, risk and issues - the final step in the "Monitor and Control" newsletter series is the management of suppliers, procurement and communications.

If you can monitor and control all of these aspects smoothly and efficiently, then you will have a great chance of delivering your project successfully. So let's tackle the last 3 remaining areas now...

Managing Suppliers

Always make sure you appoint suppliers through a formal process. Even if you're appointing suppliers you know and have worked with for some time, always create a statement of work which defines the exact scope of work that you wish them to perform.

Next create a formal detailed supplier contract for the scope of work to be completed. In this contract, define the work to be completed, the responsibilities of both parties, the performance criteria and terms and conditions for the relationship. Then if things go sour, you have something to fall back on.

In your contract, have milestones which specify what it is that you expect them to have delivered and by when. Then at each milestone date, complete a formal review of deliverables completed to date, vs. the deliverables specified in the contract. If things change during the project, then amend the contract accordingly. The contract should always represent the nature of the agreement and never become "out dated".

You can then closely monitor and control your suppliers performance.

Control Procurement

As well as managing your suppliers overall performance, you also need to monitor and control the procurement of goods and services from those suppliers.

Controlling procurement is all about reviewing and accepting goods and services once they have been delivered by your supplier. You need to implement a Procurement Management Process which enables your team to take ownership of the item being delivered, review it against pre-defined criteria and approve payment for it, based on your supplier contract.

Tip: Always make sure that you issue Purchase Orders for products you require from suppliers. Create a detailed description of the product you require on the Purchase Order, so that you have something to measure against when it arrives.

Perform Communications

Communication is King! As part of the "monitor and control" phase in a project, you'll need to keep a constant eye on the communications that are taking place.

You should always have a formal Communications Plan in place so that key messages are communicated to the right people at the right time. You can then monitor and control your project communications by making sure that the activities on your communications plan are completed at the right time, and in the right manner.

Make sure you have a feedback process so that if the wrong messages are received by staff, suppliers or stakeholders, then you'll be immediately informed and can take action to resolve it.

So that's in. In these last 3 posts, we've explained how to monitor and control your project by managing:

	Time, Cost and Quality
	Change, Risks, and Issues
	Suppliers, Procurement and Communications

By using these key project management principles, you can deliver projects quickly and efficiently, with less stress and effort than before.

Monitor and Control Your Projects (Part 2)

One of the biggest challenges you will face as a Project Manager is "scope creep". That's when during the Execution phase of the project, the planned scope of work changes, often causing delays and expense.

To avoid this, you need to carefully Monitor and Control your projects, by implementing change, risk and issue processes. Here are some tips on how to do it...

Monitor and Control Your Projects (Part 2)

So things aren't going to plan because your customer has changed the scope of the project? Don't worry, this is a normal event for a Project Manager, as many projects are time consuming and while the project has been progressing, the business pressures faced by the customer have changed.

The art is not in minimizing change, but in managing it properly when it does occur. Here's how to do it...

Monitor Change

The most typical cause of a project going off-the-rails is that the scope has grown out of control, by "osmosis". The client has asked for changes, the team have had new ideas and your nice neat set of project tasks now look like spaghetti.

To succeed, you need to keep tight control of your project scope, by being vigilant about change. Do this by implementing a change management process. As soon as you identify a request for change in your project, document it formally by specifying where the change has come from, why it's needed and its impact on your project objectives.

And if the change is likely to affect the target end dates, budget or deliverables, then get your sponsor and customers approval before implementing it. Don't be afraid to ask for more time, people or money if you need it, especially if the change was initiated by the customer.

Never allow change to run your project. Instead, run your project by managing change!

Control Risks

As a Project Manager, it's all too easy to roll your sleeves up and get stuck into the project delivery. But when you do this, it's often hard to keep your head above water. You may end up managing at the micro level and high level risks to the project may pass you by.

It's hard, but try and remain a little divorced from the detailed day-to-day operation of your project where possible. In this way, you can continually assess the overall risk to the project from the outside and pounce on new risks when they appear.

Also, implement a Risk Management Process to formalize the way that risks are identified, assessed and mitigated. For each risk that appears, quantify its potential impact on the project, then take immediate action to minimize the likelihood of it occurring. Always create contingency plans, so that if the risk does occur, you can go to "plan b" and minimize its effect on the project delivery.

Resolve Issues

Resolving issues sounds easy right? The challenge however, is not just in resolving every issue that turns your way, but instead monitoring all of the issues that occur on a project and only resolving issues that are likely to impact on the project outcome. It's very infrequent on a project that you'll have time to resolve every issue that crops up - so be picky.

To make sure that you resolve issues in a timely manner, you need to put in place an Issue Management Process. This helps you to review all of the issues that crop up, assess their impact, delegate the ones that can be handled by others and resolve those that are critical to the project.

And there you have it! By managing change, risks and issues, you'll be able to avoid scope creep and boost your chances of achieving project success!

 Read More... Monitor and Control Your Projects (Part 3)

Monitor and Control Your Projects (Part 1)

How should you monitor and control your projects? It's a good question, because everyone does it differently. We believe that the processes you use to monitor and control projects should be the same, regardless of the size and type of project you undertake. So read on, to find out how to effectively...

Monitor and Control Your Projects (Part 1)

After you've started up and planned your projects, you'll move into the Execution (or "delivery") phase in the project life cycle.

This is typically the longest phase in the project, as it's in this phase that the physical deliverables are built for the customer. Whether your project is to build a construction complex, computer system or land a space vehicle on mars, you will need to very carefully monitor progress and control delivery. Otherwise, your project could go off the rails.

So to monitor and control delivery, you need to implement 9 critical project management processes. We'll describe the first 3 processes here, and in the next newsletter we'll cover the remaining 4 critical processes or you.

Critical Process #1: Time Management


Every Project Manager knows that the customer expects their project to be delivered "on time". But how many Project Managers actually record every hour spent by staff on the project?

To ensure on-time delivery, that's what you need to do: implement a time management process. This process will help you to monitor the time spent by all of the members of your team, so that you can control how time is spent.

It's not just about "having great time management skills" either, it's about putting in place a process for recording time spent by staff by using timesheets and recording that time against the project plan.

That way, you can create an accurate picture of the current status of the project to determine whether or not it is likely to finish under / on / over the time allotted.

Critical Process #2: Cost Management


Few Project Managers can tell you for every day of the project, exactly how much of their budget they have spent to date. The reason is that many of the project costs are often difficult to track, especially when they relate to the use of equipment and consumption of materials.

But to deliver you project within budget, you need to monitor and control all of the costs that accrue, on a very regular basis. You can do this by implementing a cost management process.

Cost Management is all about accurately recording project expenses, as they occur. By using Expense Forms and an Expense Register, you can monitor all project costs and control expenditure when unplanned expenses arise. You don't need to be an accountant, you just need to keep an eye on the overall project expenditure on a weekly basis and act quickly when any issues arise.

Critical Process #3: Quality Management


It's often said that the hardest thing to monitor is "quality". Most Project Managers find it difficult to determine exactly what the customer expects in terms of deliverable "quality", let alone measure the actual levels of quality achieved. But you must try.

To do this properly, you need to implement a Quality Management Process. By following this process, you can set quality targets to be achieved and gain agreement from your customer.

Then you can use Quality Assurance and Quality Control techniques to monitor and control the actual quality of your project deliverables. If your quality levels drop below the targets set, then you can take action to rectify it. By constantly reviewing quality levels and ensuring that they always meet the target, you can feel confident that your customer will sign off your project as complete, once all of the deliverables have been produced.

And there you have it. By implementing time, cost and quality management, you can take the first steps needed to properly monitor and control your project delivery. ...

Read More... Monitor and Control Your Projects (Part 2)

Create your own Project Lifecycle

It you don't want to have to start every project from scratch, then it's worthwhile creating your own Project Life cycle.

How should you do this? What should it look like? And how do you use it? Keep reading to find out how to...

Create your own Project Life cycle...

A Project Life cycle is a series of steps that you take to complete a project from start to finish. Of course, it implies that you can complete the same steps for every project— so is this true?

In principle, yes. Every project will have an Initiation phase, a Planning phase, an Execution phase and a Closure phase. However within these phases, the steps you take may vary slightly between projects.

The trick is to create a lifecycle that is generic enough to use for all of your projects, while still being specific enough to add value and save you time on delivery. Here's how to do it...

Map it out

Every project is delivered in some form of lifecycle. You probably usually define your project upfront, then you'll hire your team, you'll plan and complete a set of tasks to create some deliverables and then get your customer to signoff the output. This sequence of steps are what is called a "lifecycle" and chances are that you're using the same generic lifecycle every time you deliver a project!

So start by mapping out your current project lifecycle on a blank sheet of paper and identify the elements that you know work well, and those that don't.

And improve it

Then try and improve your lifecycle by analyzing why certain steps don't work well currently. Analyze the root cause and identify which steps you could take instead, to improve your chance of success. For instance, maybe "scope creep" is an issue for you, so by putting in place better steps for managing changes to scope, it would help.

Once you have identified the sequence of steps that you know will deliver your projects successfully from start to finish, the next thing you need to do is to "get detailed".

Get detailed

With a clearly defined series of steps, you now need to define the tasks and activities that are needed to perform each step efficiently. For instance, if your first step was to get funding for your project, then do you need to create a Business Case or Financial Plan to do it? What type of person will authorize the funding and what information will they need to do it?

For every step, describe how you intend to do it, the tasks and activities to be taken, and as importantly, who is responsible for doing them (e.g. it is yourself or members of your team)?

Tool up

Great—so you have a crystal clear process for delivering projects. Now how can you do each step quickly and efficiently? Typically project managers use templates, software and examples to help them complete each step faster and more efficiently. With a well documented lifecycle, the right lifecycle steps and good tools, you will be armed and ready to tackle any type of project to succeed.

Get ready

And finally, with all of this collateral, you need to collect it into a single place, ready to use on projects. Many project managers use "MPMM" for this, as you can create a brand new Project Lifecycle and import all of your templates and examples into it, ready for use.

By creating your own project lifecycle or customizing that of another, you can apply a single approach to managing successful projects.

Download a complete Project Lifecycle within MPMM now...