Thursday, May 1, 2014

Project Management Studies by Jolito Ortizo Padilla


Moving Offices Project

Project Management

Select a project that you have been involved in and prepare a report which describes the relevant project activities and artifacts, guided by product life cycle diagram.

Background:

Almoayyed  Office equipment has 45 staffs working at Exhibition Road, Manama and spread over eleven offices within the old office building. New accommodation  is currently being prepared by Almoayyed Contracting , and Almoayyed Office Equipment staff are due to move offices around the middle of July , 2014 –indeed, Almoayyed Contracting engineers have indicated informally that the new offices should be ready by August 27, 2014. The new offices are considerably more extensive than the existing ones and will allow the AOE to expand in line with strategic planning projections for the next few years.

AOE management has decided to take advantage of the office move to upgrade the office IT network. Some of the existing equipment will be retained but a significant amount of new equipment is to be supplied and installed. The new equipment includes scanners, printers and modems supplied by Xerox. It also includes PCs and monitors supplied by Dell. There will also be a requirement for a range of software, for email, voice recognition and network management. This is to be installed by a firm of specialist software engineers called YK2 Ltd.

Most of the AOE office equipment and furniture can be moved by their normal removals contract, Shifters Ltd. However, the computers and other specialist IT equipment have to be moved by AOE in-house IT division. The IT division is contractually required  to move the equipment for insurance and security reasons but YK2 Ltd will be required in order to decommission the system and prepare for recommision the system upon completion. There is only one other organization called Virus Ltd that would be capable of carrying out this work.

AOE has made it clear that the computing system must be shut down for a shortest possible time. This is because AOE has a contractual responsibility to provide administration services.

Defining

Projects that are already running have their own informal communication channels and information difficult to access these once they are established, in the case of informal communication channel. It is immediately apparent that there are some rigid deadlines are not met(Gofton, K 1997). Indeed, if these deadlines are not met, there are financial penalties to be paid. The immediate problem for the project manager is to analyze these deadlines and penalties as risks and to make some kind of evaluation of impact and probability.

There are two primary danger areas. These are downtime and late move damages. Downtime cost is high and sure to occur. There is nothing that the project manager can do about these other than to ensure that downtime is kept to the minimum and is not duplicated ( Irish Times, (1998). Accurate project planning should enable the project manager to isolate the amount of downtime that is necessary and to ensure that adequate resources are available so that works that contribute to downtime are completed on time.

The late occupancy damages are high but are not certain to occur. Again, careful planning can go some way to ensuring that all necessary works are completed on time, but the final determinant of whether or not non-occupancy damages are payable is the main contractor , Almoayyed Contracting.

The various supply contracts appear to be in order although the project manager should make sure that all the necessary orders have been placed are flagged with the latest placement times (given the time lags that are required between order and delivery), the project manager might also note that the supply contracts appear to be fairly weak, in that they state that delivery will be on time “or your money back” (Chrisnal , P ,1997). Money back only provides the opportunity to start all over again with another supplier. In the meantime, the damages and downtime costs continue to accrue. It is clear that communications will play a particularly important part in this project. The lack of firm contractual linkages and clear line of authority suggest that the project manager will have to make a “soft project management skills in order to try to make the best use of and control people(Gofton, K 1998).

Consider the likely role and responsibilities of the project manager . These role and responsibilities will vary in relation to the project life cycle of the various works that are in upgrading the program. 

As required the works are therefore underway and the project manager will not be able to play an active role in such aspects as briefing and selecting the various consultants and suppliers  (Bray,Roger ,1997). However, the project manager have the opportunity to review the planning and costing calculations that have been carried out and to establish new and more accurate time and cost control procedures that will ensure that the remainder of the “moving offices” project runs smoothly and efficiently . These are set out next according to six project stages (Manchester, P 1998).

1.       Provides advice on all aspects of the project during feasibility – possibly involving detailed investment appraisals and economic analysis, cost benefit analysis and financial modeling.

2.       Coordinates the development of the project brief, which is essential part of the most project development plans and which formalizes the client requirements in a format that can be used as the basis for the subsequent design process.

3.       Advises on the appointment of specialists feasibility study consultants, as required;

4.       Provides monitoring and coordination of all approvals and consents;

5.       Establishes an overall conceptual program for the project

6.       Establishes project control and reporting procedures.

The project manager would consider all remaining aspects of the office move from the operational and logistical viewpoints. The level of financial modeling would be low in this particular case, but the logistics of what is involved could be considerable (Poynder, R 1996). The Project Manager would have to consider particularly the legal implications of some of the contracts that are in place with the hauling company. These contracts may take the form of service level agreements, and there could be penalty clauses that come into force where the operator has to pay damages to the hauling companies for every day that the agreed level of services is not being provided ( Shilingford,J 1997).

Planning

One of the Project Manager first formal requirements would be the review of the formal brief (if there is one). The brief should act as the focus for the plan and should set out the primary success criteria for the project. The preparation of this will have involved a series of pre-planning meetings, where all members of the project team were allowed to make their contribution to the development of the brief (Witink, D.R. , Vriens, M and Burhenne, W 1994). The end result should have been a document that outlines the requirements of the project and defines what achievements are necessary for the project to be considered a success.

Figure1

The project Manager would review this brief and then set up a formal sequence of progress and review meetings, together with some form of reporting system. As part of the tracking and control procedures, it is essential that there are regular meetings where progress and procedures are reviewed. Meetings would be weekly, monthly or some other frequency (Witink, D.R. , Vriens, M and Burhenne, W 1994).       There would normally be some process for the proceedings to be recorded and circulated to the various project team members.

This process of review is sometimes known as focusing or definition. The process acts as an interface between the planning, or “intent” , phase of the project and the implementation, or “doing”, phase  (Manchester, P 1998). The focusing process takes the aims and intentions of the project sponsor or other member of senior management or client body, and converts them not measurement variables within an implementation monitoring and control system (IMCS)

The IMCS tracks the development of the implementation phase and evaluates performance in each of the key defined success-factor areas and expresses any divergence as a variance (Reed,D. 1996). The IMCS allows variances to develop so long as they remain within the predetermined acceptability limits (the variance envelope). The variance envelope therefore restricts implementation variances to maximum and minimum levels that are established by the range of eventual outcomes that are necessary in order to realize the project success criteria (Reed,D. 1996).  

Focusing is also part of an ongoing process. Focusing establishes the monitoring and control systems and also calibrates them so that performance can be measured (Marsh, P 1997). The IMCS then works alongside the implementation process for the remainder of the project life cycle in order to ensure an acceptable outcome.

The project manager would give advice on the appointment of any remaining professional consultants. Large organization often has fixed lists of approved consultants. These practices are invited to tender on some kind of Rota basis, with preference being given to those that have performed well in the past (Shilingford,J 1997). Terms and conditions of engagement could be standard or could be negotiated   . The project manager would then review the project team in conjunction with senior management, making changes or additional appointments as necessary in order to ensure that the project team operates effectively and efficiently (Vernon, M 1998). The assistant project manager might put forward the project manager’s proposals on resources to senior management and then support this bid as far as possible. The final decision on staffing and resource levels, together with limits on external consultant fees, would be the station manager’s responsibility.

Once the boundaries and membership of the current project team have been agreed, the project manager has to set up an appropriate leadership style and control system for the team. This would be difficult in this particular case as most of the project team members have been appointed and the project itself has been running for some time (Gofton, K 1997).. Initially, the current team will need a lot of direction and will be very task oriented; as the team develops, a less directive approach will be required.

The project manager will have to keep alert for any personality clashes and other areas where there is obvious potential for conflict. If conflict appears, there has to be a procedure in place for dealing with it. Conflict detection and resolution will probably be through informal systems and will rely heavily upon the informal communication system within the project team (Vernon, M 1998). The project manager also has to establish some forms of stress evaluation to ensure that individual team members are not becoming over-stressed.

Figure 2-PERT Data

In the design stages, the project manager (Dempsey, M 1995) should coordinate all aspects of the design to ensure that the evolving solution continues to meet client requirements. He develops initial time, cost and quality objectives and agrees these projects  success criteria with client AOE; develop a project statement of works (SOW), which details all aspects of the project designed; typical components which includes project drawings, schedules of rates, item descriptions, some forms of measured works listing and standard and specific forms and condition of contract; develops a work breakdown structure(WBS) (The Financial Times, 1997) , which isolates the individual work packages that act as the basis of all subsequent planning and control approaches; develops a cost accounting code (CAC) system based on the WBS elements and primes each work packages with a budget total using a computerized database estimating system (CDES) which establishes a budget total for all work packages in the project from the outset.

Using the CAC system he develops a precedence diagram for the project and, using the critical path method (CPM) or the program evaluation and review technique (PERT), develops a draft master schedule (DMS) for the project (Dempsey, M 1995).

Following client feedback on the proposed DMS, he develops alternative scenarios for meeting adjusted time, cost or quality objectives by presenting trade-off options to the client together with recommendations on the most favorable type of trade off for any given solution (Poynder, R 1996). He then applies the accepted trade-off solution in order to generate a project master schedule (PMS).; ensures that the designs comply with all internal and external design requirements; ensures that the designs comply with all relevant national and international statutory requirements; and if appropriate , coordinates the design and implementation of a prototype and coordinates performance and recording; ensures that all aspects of design are compatible with execution and prepares and coordinates an accurate cost plan and budget plan for the project then set up a suitable earned value analysis (EVA) reporting system for subsequent cost control.

The project is already under way in this particular case, and so the design stage work is probably complete. In terms of ensuring that the team operates effectively, the project manager has to prepare a formal plan of the project and set up appropriate monitoring and control systems. The project manager would check again that the cost limits and time scales that have been entered in the brief are correct and then use as the reference points for the planning process (The Times, 1996) for time control, the project manager would look at the contract documentation and split up into obvious work packages. These packages could be defined by work type or by contractor /supplier type. It would probably be logical to consider IT removals as one package since it is carried out by a single contractor under a single contract. There would be no point in considering the removal in more detail as the removal of the IT systems is being treated as a single entity.

Figure 3- WBS

For cost control, the project manager would take the work packages identified for time planning and ascertain their costs and values. This information could be obtained directly from the priced contract documents. This process would allow him to build up cost plan and provides costs and values or each work package in the project (The Economist, 1999).

Tender and awards is the process involved in inviting prices for the work, based on the competitive pricing of the works as described and summarized in the SOW (Oldroyd, R 1996). In this process the project manager coordinates the preparation of a complete pre-tender cost check, which will confirm that the project as documented and billed complies with the client’s cost criteria; coordinates the preparation of full SOW documentation and authorizes the issue of this documentation to prospective tenderers; the project manager  will generally also advise on the selection and procurement of prospective tenderers and the tendering procedure to be adopted for the project; advises on the tender to be accepted; coordinates any activities required in order to conclude the contract , which could include checking on any necessary , carrying out checks on individual tendering companies.

The project manager needs to check that all contracts have been put in place and formally concluded. Responsibility for the preparation of the contracts would probably be with the specialist legal services section within the organization  (Oldroyd, R 1996). The project manager would only identify any sums under  AOE Control that have to be retained or held as bonds or as performance retention sums. Most contracts require the client to retain a percentage in order to provide leverage over the contractor at the end of the works, where the client is trying to get any defects remedied or any outstanding works completed (. In this case, most retention and bond sums will be held by Almoayyed Contracting than AOE.

As with the aspects of project management control, a pre-tender cost checks are increasingly being carried out by CDES-based software. A CDES pre-tender cost check has the advantage that it uses a blank version of the actual document that the contractor is going to price (Dempsey, M 1995). There is virtually no chance of misunderstanding or misrepresentation of any part of the pricing process.

The project manager would also have to check carefully to ensure that all pricing in any AOE  contract is in place and that there are no ambiguities in the blank or priced documents. Most standard forms of contract list procedures that are to be adopted in the event of errors or omissions being detected.Some contracts require tendered to stand by the submitted tender price or to withdraw. Other contracts allow the tender sum to be adjusted in line with any corrections that are required in order to describe the scope and extent of the work accurately (Green-Armytage, J 1996).

The project manager also have to monitor the award of contracts and ensure  all necessary liability provisions, such as performance bonds, are in place before the contract is awarded.

Project Execution:

The project manager (Dempsey, M 1995) coordinates the efforts of all members of the design team and any contractors or suppliers; establishes a suitable performance monitoring and control system for the schedule; establishes a suitable cost monitoring and control system with sufficient sensitivity to operate at work package level; establishes a suitable quality management and control system with sufficient to operate at the appropriate level; establishes and operates an EVA variance analysis system; isolates variances and records them as part of a comprehensive variance analysis reporting (PVAR) system ( The Economist, 1997The); uses these variance reports as the basis for executive recommendations and actions; monitors and controls the team development and team building process;

In executing the contract, the project team is converting the design plans into reality. The project manager would have to put procedures in place for monitoring and control time, cost and quality together with necessary checks on team development and performance. In most cases this would involve the establishment of detailed cost plan and time schedules using the EVA based PVAR approach. Increasingly, these functions are being assisted by comprehensive project management software packages.

The PM would need to use all her control skills during this phase. The project is developing and the team itself is evolving and changing in operational characteristics (Marshal, K.P. and La Motte, S.W. 1992). As a design evolves, there will be a need for a number changes that will have to be allowed for and contained within the change management system. It will be important to ensure that change request are monitored and controlled in order to ensure that they do not add significantly to the cost or time scale , the project manager will have to check to see whether the additional finance or time is available or will be made available. If not, it may be necessary to compensate for any such increase by finding savings elsewhere (Talvinen, J.M. and Saarinen, T. 1993).

Team and people management skills are required as the team continues to develop. As the project progresses, more and more aspects become fixed and there is less and less scope for change. In addition, the final completion times and costs become more and more accurately predicted. it may transpire that these are above and beyond the originally stipulated limits (Green-Armytage, J 1996). These developments can all lead to increase in stress and conflict levels. The PM motivational skills may be in greatest demand at this stage.

The PM will have to be most involved with the ICMS during this stage. The scope and adaptability of the ICMS is restricted in this case because some aspects of the project are directly responsibility of up track people(Daniels, N.C. 1993). There may also be a difference between the project success criteria for Almoayyed Contracting and AOE.. If there are any delays in the project , AOE will be liable for damages to company that will lease the new building ( Mafro)  because of late handover of the existing offices. These damages are high and are of great significance to UMS. They are probably of much less significance to Almoayyed  Contracting  as they only affect one small part of the   operational network.

Delivering

The project’s activities are formally completed and the deliverables or results are turned over to the customers. In either case, the project manager and team must obtain closure before moving on to their next assignment ( O’Connor, J. 1992). Additionally, the team, client and stakeholders will be concerned both about the disposition of this project and their immediate future.

A formal acceptance by the client ensures that the project is truly finished and helps give finality on the project. This can minimize continuing call from the client regarding the product usage or other questions, and it helps the team obtain closure and move on to other work with minimal disruption from the previous project ( Information Week, 1995). Additional objectives of project closure includes communicating staff performance, closing out all financial reports, improving estimates for future projects, improving project methodologies, smoothing the release staff and ensuring client and stakeholder satisfaction.

Proof can be provided by testing, analysis, inspection, or interpolation. The precise measures and methods used will depend on the project’s context. Sometimes, proof of completion relies on physical or chemical testing. For other projects, we conduct accelerated life cycle testing or simulate a system’s performance ( O’Connor, J. 1990).

Administrative closure involves bring to completion all internal aspects of the project concerning team members, management, other stakeholders, financials, and equipment (The Times, 1996). There are processes that ensure that no loose ends are left dangling like deliverable turnover, verification and acceptance which are reviewed and tested against previously determined requirements and are accepted by the customer with a formal sign-off; the post completion data that determine any variances in the schedule, cost and scope; follow up maintenance and warranties which if applicable hardware, software or other a reporting that provides information to functional management on the performance of project team members during the life of the project; ( Kahn, K.B. and Mentzer , J.T. 1997),  financials that all expenses are paid and project budgets are closed; releasing staff and ensure the smooth transition of all staff to new assignments therefore notifying functional managers with sufficient lead time so the meaningful work assignments can be made; and the final closing report that prepares a summary of the above information including any open issues and distribute it to appropriate stakeholders ( Shaw, R. and Stone,M 1990)

One of the first step in initiating project closure is to contact the team members’ resource managers to prepare them for closure (Curtis, J 1996). This includes two important actions such as the managers need to determine the team members’ next assignment and the project manager needs to communicate staff member performance to the resource managers.

The Project Manager should meet the team to review project closure as the team’s new assignment, plans for lessons learned, assurance that all deliverables are presented and accepted and the closure of administrative and financial information (Marsh, P 1999).

We discussed earlier that one of the benefit of project closure is the provision of a methodology to prevent repeating mistakes. This includes identifying what went well and what went poorly during the project, documenting it, and communicating this information to everyone who may benefit it  ( Shaw, R. and Stone,M 1988).

The purpose of the lessons learned is to capture best practices and improvement areas upon the completion of a project, major or substantial event, so that problems can be addressed and successes repeated in the future.

After the deliverables are completed, the project manager and team accumulate final sets of actual data on activities are recorded (Wheelwright, G, 1997)  . This information should be kept for reference in estimating future projects. Capture the final project costs and other financial information. Complete the financial reports required by your organization and submit them for approval Dempsey, M 1995). Ensure this step is done early enough to allow time for the finance group to provide feedback and handle requests for changes. Finally, archive all information in your organization’s formal archive.

This action is needed for all staff members who have a large amount of time on the project and don’t report directly to you(Vernon, M 1998).  When team members have worked on a project for an extended period, their direct managers may not have appropriate insights not their performance , making it difficult to appropriate raises, promotions or demotions.

One of the final steps in closing a project is to release the remaining staffs. This steps should be planned early and communicated to the staff members to relieve their concerns for the future. One techniques that may be employed for larger projects is to make the dismissal formal, either through a meeting where the project manager thanks the team or through a team celebration (Padilla, J, 2000)This provides the team with final closure and allows them to proceed to their next assignments without lingering concerns.

At the outset, the project creates the team. At closure the team created the project.

References:

Padilla, J, 2000- Strategic Management, 2nd edition, p234, Pearson

Vernon, M 1998 – Keep Know –how in the company, Financial Times, 31 July

Dempsey, M 1995- Project Compartmentalized , Financial Times, 1 March , p6

 Kahn, K.B. and Mentzer , J.T. (1997), State of Project Management systems in corporate America, Journal of Business Forecasting, Spring, p56, vol67

Marsh, P 1997-The Price on the priceless, The Economist. 12 June 1997

Curtis, J 1996- Sorting out the project from chaff, Precision Management , 5 February, p35, Vol.16

Shaw, R. and Stone,M 1988

Wheelwright, G, 1997- Keeping Track of customers, Financial Times , 5 November, p23, vol5

The Times, 1996- Data Warehousing Supplement 5, June , vol34, pa23

 Shaw, R. and Stone,M 1990- Why so many companies are embracing the CRM trend, Financial Times, 3 Febraury, p4

 O’Connor, J. 2002- sophisticated project management tool , Financial Times , p76, vol 106, July, 2002

Information Week, 1995- System designed to support customers can actually drive them away, Information Week, p 18 12 June

 O’Connor, J. 2002-A sophisticated project management tool , Financial Times , p76, vol 106, July, 2002

Daniels, N.C. 1993-Information Technology: The Management Challenge Wokingham: Addison Wesley, pa567

Green-Armytage, J 1996-SBC Warburg speeds up risk management, Computer Weekly, 6 June, p 7  

Talvinen, J.M. and Saarinen, T. 1994-  Project Management process: perceived improvement in project management , Project Management and Planning, Vol 13, No.1

Reed,D. 1996 – Project Management,  a marriage of systems and project management , Junior of applied Project Management Research, Vol8, Number 3, Summer

Talvinen, J.M. and Saarinen, T. 1995- Project Management process: perceived improvement in project management , Project Management and Planning, Vol 20, No.1

Poynder, R 1996-Risk Management in Construction, pp234,235, 1st edition, McMillan, 1996

Gofton, K 1997- Management Technique, Fingers on the Pulse, 17 July 1997, p14,  Volume 12

Chrisnall, P. 1997  Project Management, pp27,28, Prentice Hall, 1st edition

Index:

One techniques that may be employed for larger projects is to make the dismissal formal, either through a meeting where the project manager thanks the team or through a team celebration (Padilla, J, 2000)

A CDES pre-tender cost check has the advantage that it uses a blank version of the actual document that the contractor is going to price (Dempsey, M 1995).

The IMCS tracks the development of the implementation phase and evaluates performance in each of the key defined success-factor areas and expresses any divergence as a variance (Reed,D. 1996)

Sometimes, proof of completion relies on physical or chemical testing. For other projects, we conduct accelerated life cycle testing or simulate a system’s performance ( O’Connor, J. 1990).

The process acts as an interface between the planning, or “intent” , phase of the project and the implementation, or “doing”, phase  (Manchester, P 1998).

The lack of firm contractual linkages and clear line of authority suggest that the project manager will have to make a “soft project management skills in order to try to make the best use of and control people(Gofton, K 1998).

 

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