Rowan-Classes/8th-Semester-Spring-2025/clinic-consultant/notes/project-management.md
2025-04-14 23:38:14 -04:00

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Management of Your Consulting Project/Contract

Project Planning

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Project vs. Program

Project

A temporary task undertaken to create a unique product or service

Program

A series of projects that are managed in a coordinated way (longer term)

Project management is a process:

  • Initiate: conceptualize the idea or task
  • Plan: how will you actually complete the task
  • Execute: do the plan
  • Control:
  • Close:

Project Initiation

How does your project get started?

  • Formal response to request for proposal (RFP)

  • Informal request to tackle a project

  • Cold call

  • Mission: why are you taking on the project

  • Objective: what are the goals of the project

  • Deliverables: what outcomes constitute completion

  • Client/Customer: who has interest in the project

Project Planning

Areas to cover:

  • Scope of project/tasks
  • Time requirements
  • Cost discussion
  • Known issues that need to be addressed
  • Risk management
  • Quality control requirements
  • Communications
  • Resource requirements

Helpful Artifacts

  • Work breakdown structure (WBS)
  • Project budget
    • Bill of Materials (BOM)
  • Project schedule
    • Start and end dates
    • How to fill in everything in between
    • Major milestones
  • Responsibility assignment matrix (RAM)
  • Configuration change control process
    • Know the cost of making a change
  • Risk management plan

Project execution

How do you know if you are ahead or behind schedule?

  • Schedule tracking and status
    • All planned tasks should be incorporated into some form of a schedule
    • Advises number of resources and how to adjust if necessary
  • Measure Project Activities
    • Amount of effort over time
    • What happened or is happening?
    • Report progress to client/customer

Work Breakdown Structure

A product-oriented "family tree" division of hardware, software, services, and other work products which organizes graphically.

  • Hierarchical breakdown of products and services

  • All products and services required to complete the project

  • Consulting likely won't get to this level of detail

  • Budget

  • Master schedule

  • Organization

  • Contract Tasking

  • Risk management

  • Reporting

Change Management

Depends on risk of change for each requirement.

Project Status Reporting

Can be formal or informal, but ultimately up to the client or customer.

  • Informal tends to allow more open and honest communication
  • Still need actual metrics

How often to report status

  • Monthly is too infrequent
  • Daily can make it hard to assess and react
  • Weekly tends to be about right

Acceptance

  • Fully define some level of acceptance
  • How do you know when the product is acceptable
  • Clear criteria doesn't always exist

Approval

  • Who approves the project deliverables?
  • When is a project approved?
  • May require your client to seek approval if you are a sub-contractor