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Guidelines For Managers


Model Guideline #1 - Part A

Show me a typical guideline for -

The Project Life Cycle

Special Note - 1

What's in a name?

In this and the following Guidelines we have referred to the manager of each phase as the such-and-such "Phase Manager".

In our experience on a large variety and size of projects very different skill sets are required for the different phases.
For example, a traditional "tell-me-what-to-do-and-I'll-get-it-done" type project manager is unsuited to the often tortuous and protracted task of shepherding a project through the Concept Phase
Some organizations call the manager of this phase a Project Analyst, or Project Developer

Special Note - 2

Warning!

There is a special danger in changing the project leader from one phase to the next

That is not to say that it should not be done
Just that it involves an added risk exposure

      • Especially between Phases 2 and 3

Why? Because the Implementation Plan prepared by the Definition Phase Manager may not be acceptable to the Implementation Phase Manager

      • Resulting in a disconnect
      • The Project Sponsor must be responsible for bridging this gap!

Guideline Goal

To provide a standard set of project phases, stages and typical milestones required by the organization's management to enable the consistent structuring and cost-effective processing of the organization's projects.

Expectations

  • All staff responsible for projects must be familiar with this organization's standard Project Life Cycle (PLC) and develop project documentation, and process project activities and submissions as outlined.
  • Proper Phase design and selection of appropriate Milestones will enable more effective and consistent project supervision and control
  • Milestones, representing key events in the PLC will be established as indicated, or as appropriate to the project
    • Each Milestone will be defined by a Milestone Checklist for project control purposes.

Particulars - 1

  • The Project Life Cycle is the most meaningful framework for discussing, understanding and processing projects from initial recognition to successful conclusion.
  • Charts showing the standard Project Life Cycle adopted by this organization, and the recommended progress Milestones for each phase are provided.
    • The charts may be diagrammatic only and obviously not represent any actual time scales
    • Time scales must be developed as part of the project's planning.

Particulars - 2

  • The Project Phase Manager should select those milestones appropriate to the particular project and build them into the Project Plan
  • This approach greatly facilitates systematic project management control.
    • However, it may be necessary to alter the actual sequence of the milestones provided
    • Examples of basic phase names are shown in slide #7

Particulars - 3

  • Note 1: Project responsibilities are not concluded until the required facility/system/product/service is satisfactorily delivered into the customer's "care, custody and control" and all documentation is completed at the conclusion of Phase 4
  • Note 2: The Project Life Cycle, which is a project-based time frame must not be confused with the organization's fiscal budgeting process and the budgetary approval cycle which takes place annually
    • However, the particular project schedule may well be subject to, or impacted by this annual process

Some typical names for basic project phases

page 9

Definitions and Responsibility

Definitions to be included

    • Project Life Cycle, Phase, Stage, Project Plan, Milestone, Milestone Checklist, Business Case, Key Success Indicators

Primary responsibility

    • Project Phase Manager

Responsible to

    • Project Sponsor