Project Management Guidelines Handbook

PROJECTMANAGEMENTGUIDELINESPROJECTMANAGEMENTGUIDELINES-2-REV:12FEB09PROJECTMANAGEMENTGUIDELINES-3-REV:12FEB09TableofContentsPURPOSE..........................................................................................................................................................4ROLESANDRESPONSIBILITIES...............................................................................................................5IDEALSKILLS/ATTRIBUTESOFANEFFECTIVEPROJECT/PROGRAMMANAGER............6OUTLINEOFPANDUIT’SPROJECTMANAGEMENTMETHODOLOGY........................................7SCHEDULINGPROJECTSTATUSREVIEWS.......................................................................................10CONDUCTINGPROJECTSTATUSREVIEWS.......................................................................................11TOOLUTILIZATIONQUALITYGUIDELINES.....................................................................................12APPENDICES.................................................................................................................................................14OPERATIONALDEFINITIONS.............................................................................................................14TENCOMMANDMENTSOFPROJECTMANAGEMENT...............................................................15EXAMPLESOFCOMPLETEDTOOLS................................................................................................16ProjectCharter..........................................................................................................................................16RiskManagementPlan.............................................................................................................................19ProjectStatusSummary............................................................................................................................22PROJECTMANAGEMENTGUIDELINES-4-REV:12FEB09PURPOSEThepurposeofthisdocumentistoprovideprojectmanagers,champions,andsupervisorsofprojectmanagers,guidelineson:•Projectmanager’srolesandresponsibilities•Supervisor’s/Champion’srolesandresponsibilitiesinsupportingtheprojectmanager•Schedulingandconductingprojectstatusreviews•Panduit’sprojectmanagementmethodology,includingalistoftheminimumsetoftools,andwhatittakestobeaneffectiveprojectmanager•Planningandexecution­Leveragingpeople’sstrengths,skills,andknowledgecapitaltoachieve20/20byDoingtherightthingsright,attherighttimePROJECTMANAGEMENTGUIDELINES-5-REV:12FEB09ROLESANDRESPONSIBILITIESPROJECTMANAGERPROJECTCHAMPIONPM’SSUPERVISORTEAMMEMBER-WorkwiththechampiontodeveloptheprojectcharterEstablishcriteriaandmeasuresofprojectsuccess,includinginterimmilestonesEnsureclearmutualunderstandingofprojectrequirementsandobjectivesincluding-Deliverables-Budget-Resources-Schedule-Risks-Definitionof“whendone”(Exitcriteria)-Understandandcommunicatetheprojectobjectives-Requestandacquireresources-Buildandleadtheprojectteam-Developtheprojectplanincollaborationwiththeprojectteam-Monitorteamperformanceagainstplanandtakecorrectiveaction-Keepprojectplanupdatedbasedonapprovedtriple-constraintpriorities/changes,changingriskelements,andchangestothestakeholdercommunity-Keepchampionandstakeholdersinformedandescalateissuespromptly-Communicateprojectstatusaccuratelyandhonestly-Uponcompletionandacceptanceofprojectrequirements,closetheprojectformally,documentlessonslearned,andprovideperformancefeedbacktoteammembersandresourceowners-Communicate…communicate…communicate…-Individualmostinterestedinasuccessfuloutcomeoftheproject-Ultimatelyresponsibletothecustomerandseniormanagement/sponsorforthesuccessoftheproject-Designatetheprojectmanager-Useauthorityand/orinfluencetoactasalinkbetweentheprojectandthenormaldecision-makingprocessandtoinfluenceprojectpriority-Clearlydefinerequirementstoprojectmanagerusingthecharterdocument-Mustengageprojectmanagerinestablishingduedates-EnsureclearmutualunderstandingofprojectrequirementsandobjectivesincludingDeliverablesBudgetResourcesScheduleRisksDefinitionof“whendone”-Explicitlysupporttheprojectmanagerbysigningthecharterandcommunicatingittopeersandstakeholders-Understandandapprovethetotalprojectplan-Supportprojectmanagerinobtainingresources-Useauthorityand/orinfluencetoovercomebarrierstotheteam’ssuccess-Monitorandmaintainthepriorityoftheprojectrelativetootherprojectsintermsofresourcesandfunding-Stayvisiblyengagedthroughoutthelifeoftheproject-Reviewprojectstatusregularlyandadvisetheprojectmanageroncourseofaction-Provideperformancefeedbacktoprojectmanager-Ensureprojectmanagersaretrainedandtrainingisputtouse-EnsureprojectmanagershaveSMARTgoalsrelatingtoprojectscheduleadherenceandquality-Contributesappropriatelyinmeetingsandgroupdiscussions-Keepstheprojectmanagerandfellowteammembersinformedofprogressandalertedtopitfalls-Contributesbyattitudeandactiontoteammoraleandgroupconfidence-Staysawareoftasksassigned-Takesinitiativeforsolvingproblemsthatarisewithtasks-Producesworkwithinscopeandon-time-Submitstaskprogressonanagre