Checklist: Use of Project Management Methods. Methods for the Project Start, Project Coordination, Project Controlling, Resolving a Project Discontinuity, and Project Close-Down.
The project management process is to be differentiated from the business processes for the fulfillment of project deliverables. Therefore, project content-related processes such as procurement, engineering of components, and testing of software, for example, are not management processes.
The business process “project management” must be designed in accordance with the specific requirements of a project. The use of project management methods and standard project plans, of project communication forms, of the project infrastructure, and of project consultants and project management coaches must be managed.
Use of Project Management Methods
The use of project management methods in projects should be laid down in the organizational guidelines of project-oriented companies. In accordance with the structure of the project management process, the project management methods to be used in the project start, in project coordination, in project control, in resolving project discontinuities, and in the project close-down must be differentiated. With regard to the use these methods, a distinction must be made between must and can use.
Decisions regarding the use of can methods and the degree of detail in the use of such methods must be made based on to the project.
Checklist: Use of Project Management Methods
Methods for the Project Start
Project planning
Project scope planning
Project objectives plan
Work breakdown structure
Objects of considerations plan
Work package specifications
Project scheduling
Project milestone plan
Project bar chart
CPM schedule
Project resources, project costs, project income
Project resource plan
Project income plan
Project cost plan
Designing the project context relationships
Project environment analysis
Project–other projects’ analysis
Business case analysis
Project presentations, project vernissage
Pre- and postproject phase analysis
Designing the project organization
Project assignment
Subproject assignment
Project organization chart
Project responsibility matrix
Project role descriptions
Project rules
Project communication plan
Developing the project culture
Project name
Project-specific “social” events
Project logo
Project risk management and project discontinuity management
Project risk analysis
Project scenario analysis and alternative planning
Methods for Project Coordination
To-do lists
Work package approval certificate
Meeting minutes
Methods for Project Controlling
Project controlling reports
Project progress reports
Project trend analyses
Earned value analysis
Project score card (plus interpretations)
Project controlling
To-do lists
Adaptation of the project documentation
Adaptation of the project management documentation
Methods for Resolving a Project Discontinuity
Planning immediate measures
Definition of the project discontinuity
Planning alternative resolution strategies
Cause analysis
Ending the project discontinuity
Planning additional measures
Methods for the Project Close-Down
Planning of measures
To-do list: Remaining work
To-do list: Postproject phase
Designing the environment relationships
Adaptation business case analysis
Know-how transfer
Project close-down report
Special reports
Actual project management documentation
Project presentation
Articles in newsletters, on homepage, in journals
Exchange of experience workshop
Assessment of performance
Evaluation of project success
Assessment of the members of the project organization
Symbolic actions in the project close-down
“Social” end event
Project acceptance certificate
Closing project cost center
Designing the Project Management Process
Project communication
Kick-off meeting
Project workshop
Project team meetings
IT support
Project management software
Each new project plan resulting from the use of a project management method is a model of the project and serves to construct the project reality. The use of several different project management methods enables the development of a management complexity that matches the complexity of the project.
The quality of the project plans must be ensured by applying multiple methods. The completeness of the project plans can only be ensured by relating the project management methods with each other and by cyclic revisions of the project plans. For example, insights from project environment analysis can be incorporated into the work breakdown structure and/or in the project cost plan. The degree of detail of project plans must be determined in relation to the complexity of the project.
Project plans should be developed jointly by the project team in a project start workshop. Thus the creativity of the team can be engaged, and identification of project team members with the results is promoted. The initial development can be prepared by a small group of selected project team members. The use of moderation techniques ensures target-oriented and efficient teamwork. Visualization techniques promote communication in the project management process and support the documentation of results.
Project plans often are understood to be instruments used exclusively for documentation. In fact, however, project plans are also instruments for decision making (decisions on alternative strategies), for leadership (basis for agreements on objectives, establishing commitment), and for communication. Adequate information technology (IT) support (project management and graphics software) serves to facilitate the design and communication of recipient-specific information.
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