introduction to project control

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    Launch of the new

    Introduction to Project Control

    Neil Curtis

    APM Conference 2010

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    Background

    Planning SIG launchedIntroduction to Project Planning

    atAPM Conference in October 2008

    Discussions began in Planning SIG about follow-on projects: u e o pro ec pannng Scheduling maturity model?

    Planning qualifications?

    control: Because project planning and project control go together Planning defines a project, including control arrangements

    Difficult or impossible to control without a plan No specific APM publication about project control So perhaps a project control publication?

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    What Is Project Control?

    Project control is often referred to.

    .and it seems that it must be a project.

    .but its not even defined in the 5th Edition ofthe APM Bod of Knowled e!

    Many disciplines, processes and techniquesare defined in BoK and other APM publications

    ro ect contro must e n t ere somew ere But what is it?

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    Thoughts About Project Control

    Projects are unique, transient, risky and unstable:

    Project plans are imperfect and projects deviate from them Problems arise and small variances can become large

    So project control is required: Monitoring is not enough

    Variances from plan must be identified and corrected se c ose oop con ro , ase on ee ac Need to be proactive, not just reactive use feed forward from

    one project to the next Need to control all aspects of a project:

    Scope Quality, time and cost Risks .

    So perhaps project control involves multiple processes?

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    (continued)

    More reactive More proactive

    At one end: mostly reactive, highfrequency, relatively informal

    Higher frequency Lower frequency

    ,lower frequency, more formal

    Blending from:

    Pure roect control via

    Internal to the project External to the project

    programmes and portfolios tobusiness level

    Operational via tactical toOperational Tactical Strategic

    Project Portfolio/programme Business

    strategc Control to management

    Doing the project right to doing

    Control processes Management processes

    Doing the project right Doing the right project

    Inner loop to outer loop Inner loop processes Outer loop processes

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    Inner Loop & Outer Loop Control Inner loop control: mostly within the project, by the project team,

    de endin of life c cle hase

    Outer loop control: around multiple projects, involving stakeholdersoutside the project team, throughout the project life cycle

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    What Are The Project Control Processes?

    processes In approximate innermost to outermost order:

    Inner loop processes:

    Performance Management

    Outer loop processes:

    Quality Assurance

    Risk Management

    Issue Management

    Review

    Life Cycle Management

    Continuous Improvement

    Portfolio Pro ramme

    Change Management Management

    Governance of ProjectMana ement

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    Notes

    ,

    Management: Earned Value Management is a powerful PerformanceManagement technique

    Quality Planning is part of project planning Quality Control classified as an inner loop control process Quality Assurance and Continuous Improvement are classified

    as outer loop control processes The following are much more than control processes:

    Portfolio Management Pro ramme Mana emen

    Governance of Project Management(Identified as outer loop processes in order to address theircontributions to project control)

    -doing the work

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    Hence the Introduction to Project Control:

    Contributors: Ken Sheard (Planning SIG chair), Neil Curtis (lead author),

    J enn Browne, Andrew Chillingsworth, Martin Eveleigh, Guy Hindley, AllanJ ones, Mike Semmons, Simon Springate, Thanos Tsourapsas and PaulWasket

    -other APM publications: New context for established processes

    Some refinements (e.g. project life cycle) . .

    management) Introduction-level document:

    Broad but not deep Referring to other APM publications for details

    Should be of interest to those new to project management Hopefully of interest to planning and control practitioners and to the project

    management community in general An imperfect first attempt at defining project control

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    Scope and Contents

    What is project control?

    Spectrum of control

    Inner & outer loop processes

    Why control?

    To maximise chances of project success

    When to control? roug ou e pro ec e cyc e

    Who controls?

    The roles of project stakeholders

    Description of the control processes

    Significance of the project management plan

    Characteristics of ood roect control

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    Characteristics of Good Control

    Should look to the past:

    To immediate past performance to identify and correct variances

    To previous projects to avoid the same mistakes

    Trends, forecasts, estimates at completion; risk management

    Aim to avoid problems rather than fire fighting

    Is more than just monitoring:

    Monitoring alone wont correct variances

    Effective action must be taken closed loop control

    Is dependent on an appropriate organisational culture:

    Challen in but su ortive

    Effective sponsorship Depends on an organisational infrastructure:

    Obtained through experience and investment

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    Definitions of Project Control

    Narrow definition: The application of processes to measure project

    performance against the project plan, to enablevarances o e en e an correc e , so aproject objectives are achieved.

    Wider definition:

    ,management processes within a framework ofproject management governance to enable anor anisation to do the ri ht ro ects and to do them

    right. Project control ensures both doing projects right and

    doing the right projects

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    Summary

    Projects need control because they are unique, transient, risky andunstable:

    Variances will grow if not corrected

    ey po n s:

    Projects use a spectrum of control

    Project control uses multiple, inter-related processes

    Control is closed loop identify variances and act on them

    The project management plan is vital defines the plan andthe management

    Project control uses processes and techniques from the whole ofproject management

    Introduction to Project Control integrates the control processes in a

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    Any Questions?