The Simplified Project Management Process

Download as docx, pdf, or txt
Download as docx, pdf, or txt
You are on page 1of 4

The Simplified Project Management Process

~ By Kevin Archbold

One of the challenges of explaining project management to people who are unfamiliar with the
approach is that descriptions are often either so high-level as to be meaningless, or so detailed
that they are overwhelming. Over the years, I have come to use a model as a framework for
introducing and discussing project management tools and techniques. It can be used as the basis
for a five-minute explanation of what is involved in project management, but also as an outline
for more detailed discussions. (The actual model can be found on the Key Consulting website
under free templates and info.)

A brief description of each step follows:

Assemble Team
The project planning team will be assembled, including appropriate representation from
customers/clients, and sometimes subcontractors and vendors. Initial roles and responsibilities
will be defined.

Deliverables: Initial project setup documentation.

Define Project Objective


With the project team in place, the overall project purpose will be verified, and detailed project
objectives developed. A phase-exit review will be conducted to ensure that the project is ready to
move into the next phase, which is planning.
Deliverables: Project charter, phase-exit review checklist.

Define Project Scope


An appropriately detailed Work Breakdown Structure (WBS) will be developed to ensure the
project scope is properly agreed to and understood by all stakeholders. This also allows the
complete project to be split into appropriate sub-projects and/or phases.

Deliverables: Project work breakdown structure.

Construct an Initial Plan


Once tasks of an appropriate level have been identified in the WBS, they will be organised by the
project team into logical network diagrams, with estimated durations. This allows the project
manager to predict when activities will be complete, assess the feasibility of target dates, and
identify the critical path for the project.

Deliverables: Initial work plan.

Add Resources, Costs, Risks, etc.


Certain project resources may be defined as critical resources. In particular, the project manager
may suspect that key project staff may be faced with too much work. If so, estimated resource
usage information can be added to the project plan to allow resource forecasting. Cost is
obviously also critically important, and expenditures can be added to the plan to create estimated
cash-flow requirements. Risk management can also be utilised on projects to provide a
framework to better manage events that occur beyond the control of the project team.

Deliverables: Resource availability and commitment profiles, risk identification and control
strategies, cash-flow forecasts.

Obtain Stakeholder Buy-in


To ensure the project is implemented as smoothly as possible, with the support of the involved
parties, it will be necessary to review the initial plans with all the major project stakeholders and
to solicit buy-in from each one. A phase-exit review will be conducted to ensure that the project
is ready to move into the next phase, which is control.

Deliverables: Approved final plan, phase-exit review checklist.

Publish the Plan


Once the plans are agreed to, they must be effectively communicated to all stakeholders. This
can be done in hard copy or via electronic media, depending on the resources available. On most
projects, a communications plan will be developed, and distribution of the plans will follow the
guidelines laid out in the communications plan.

Deliverables: Plan published to all stakeholders.

Collect Progress Information


On a regular basis, the project manager will collect progress information that has been reported
by the project team. This will allow the compilation of progress reports, such as:

 Activities completed within the past two weeks


 Activities forecast for the next two weeks with a focus on activities on the critical path
 Funds expended vs. fund expenditure forecast
 Prioritised issues report

Metrics can also be developed to measure project progress in other ways, such as earned value,
or activity float statistics. If the project manager reviews the progress data and concludes that the
project is complete, a phase-exit review will be completed to confirm that all the objectives have
been met before moving into the final closure phase.

Deliverables: Set of progress reports, a set of exception reports, metrics report, (phase-exit
review checklist).

Analyse Current Status


By analysing the progress information received, the project manager will be able to augment the
above reports with information about which areas of the project are of concern and where
problems are likely to occur in the future. This allows managers to focus on the important/critical
areas of the project.

Deliverables: Project evaluation report(s).

Adjust the Plan, and Manage Project Change


Based on the analysis, and with the support of the project team, the project manager will make
plan adjustments to help reduce risks, accommodate scope changes, or to compensate for
activities that have not occurred on schedule. Once this has happened, the plan will re-published,
and the cycle repeated until the project is complete.

Deliverables: Change request forms, updated plan.

Close Project
When the objectives of the project have been achieved, the project manager will close down the
project. This will involve some financial closure tasks, as well as archiving of the project
materials. A lessons-learned document will be developed to benefit future projects, and if
possible, a project team celebration will be held.

Deliverables: Final project report including lessons learned.

Kevin Archbold, PMP has nearly 20 years of project management experience working with large
and small organisations in a variety of industries, including automotive, nuclear,
telecommunications, trucking, IT, recruiting, HR, and government. He owns a project
management services company, Key Consulting, Inc., with offices in Seattle, Washington and
Tucson, Arizona. He has presented at both the local and national level within the Project
Management Institute (PMI) and is the winner of a local chapter PMI Project of the Year Award

You might also like