Directing a Project

Overview

Senior project management staff who have the authority and responsibility for:

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Defining what is required from the project

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Authorising the funds for the project

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Committing the resources

will typically delegate day-to-day charge of the project to a Project Manager. However, they must exercise overall control and take the key decisions. It is also important that levels of authority and decision-making processes are clearly identified.

Context

Directing a Project runs from after the start-up of the project until its closure and includes the work to:

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Authorise the initiation of the project

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Provide management direction and control throughout its life

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Liaise with corporate and programme management

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Confirm project closure.

It does not cover the day-to-day activities of the Project Manager.

This process is aimed at the level of management above the Project Manager, i.e. the Project Board. The Project Board manages by exception, that is, it monitors via reports and Project Controls through a small number of decision points. There should be no need for other 'progress meetings' for the Project Board. The Project Manager will inform the Project Board of any exception situation.

There needs to be a flow of information from the Project Board to corporate or programme management during the project.

Process Description

The objectives of Directing a Project are to:

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Ensure the ultimate success of the project judged by:the ability of the results of the project to deliver the business benefits set out in the Business Case

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Delivery to agreed time, cost and quality parameters

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Manage the identified risks to the project

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Ensure the effective management of all people and resources concerned with the project

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Commit the required resources

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Make decisions on any changes when requested by the Project Manager

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Provide overall direction and guidance throughout the project

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Make decisions on exception situations

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Ensure that the project and the products remain consistent with business plans and the external environment

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Ensure that the necessary communications mechanisms are in place

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Sponsor appropriate external communication and publicity about the project.

This process covers the direction of the project throughout its life cycle. The Project Board pro-actively manages the project's response to the external environment. Within the project the Project Board should manage by exception. The Project Board members are normally busy executives with a range of responsibilities, and demands on their time should be kept to a minimum, while fulfilling their responsibilities to the project. The key responsibilities are:

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Overall directional decision making

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Resource commitment.

Where the project is part of a programme, the authority to direct the project is delegated to the Project Board by the Programme Director. Where decisions are required which are outside the defined authority of the Project Board, these must be referred to the Programme Director for a decision.

The key processes for the Project Board are predominantly event-driven and target the Project Board members to a small number of key decision points, plus informal discussions where required. These key processes break into four main areas:

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Initiation (starting the project off on the right foot)

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Stage Boundaries (commitment to further work after checking results so far)

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Giving Direction (monitoring progress, providing advice and guidance)

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Project Closure (confirming the project outcome and bringing the project to a controlled close).