The Project Manager's Partner, by Michael Greer, is organised around 20 Key Project Manager Actions and Results. The handbook provides several pages of background information concerning each of the actions, as well as step-by-step guidelines, worksheets, and examples for helping new project managers achieve results quickly and easily.
The 20 Key Project Manager Actions are organised according to their support of the Five Essential Project Management Processes: initiating, planning, executing, controlling, and closing.
| Action |
Results of successful performance |
Initiating |
| 1. Demonstrate project need and feasibility. |
- A document confirming that there is a need for the project deliverables and describing them in broad terms: the deliverables, means of creating the deliverables, costs of creating and implementing the deliverables, benefits to be obtained by implementing the deliverables.
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| 2. Obtain project authorisation. |
- A decision to approve or not is made by the sponsor.
- A project manager is assigned.
- A Project Charter is created which:
- Formally recognises the project.
- Is issued by a manager external to the project and at a high enough organisational level so that he/she can meet project needs.
- Authorises the project manager to apply resources to project activities.
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| 3. Obtain authorisation for the phase. |
- A decision to approve or not is made by the sponsor which authorises the project manager to apply organisational resources to the activities of a particular phase.
- Written approval of the phase is created which:
- Formally recognises the existence of the phase.
- Is issued by a manager external to the project and at a high enough organisational level so that he/she can meet project needs.
|
Planning |
| 4. Describe project scope. |
- Statement of project scope.
- Scope management plan.
- Work breakdown structure.
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| 5. Define and sequence project activities. |
- An activity list (of all activities that will be performed on the project).
- Updates to the work breakdown structure (WBS).
- A project network diagram.
|
| 6. Estimate durations for activities and resources required. |
- Estimate of time required for each activity and assumptions related to each estimate.
- Statement of resource requirements.
- Updates to activity list.
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| 7. Develop a project schedule. |
- Project schedule in the form of Gantt charts, network diagrams, milestone charts, or text tables.
- Supporting details, such as: resource usage over time, cash flow projections, order/delivery schedules, etc.
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| 8. Estimate costs. |
- Cost estimates for completing each activity.
- Supporting detail, including assumptions and constraints.
- Cost management plan describing how cost variances will be handled.
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| 9. Build a budget and spending plan. |
- A cost baseline or time-phased budget for measuring/monitoring costs.
- A spending plan; how much will be spent on what resources at what time.
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| 10. Create a formal quality plan. (optional) |
- Quality management plan, including operational definitions.
- Quality verification checklists.
|
| 11. Create a formal project communications plan. (optional). |
- A communication management plan, including:
- Collection structure.
- Distribution structure.
- Description of information to be disseminated.
- Schedule list; when information will be produced.
- A method for updating the communications plan.
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| 12. Organise and acquire staff. |
- Role and responsibility assignments.
- Staffing plan.
- Organisational chart with detail, as appropriate.
- Project staff.
- Project team directory.
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| 13. Identify risks and plan to respond. (optional) |
- A document describing potential risks, including their sources, symptoms and ways to address them.
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| 14. Plan for and acquire outside resources. (optional) |
- Procurement management plan describing how contractors will be obtained.
- Statement of Work (SOW) or Statement of Requirements (SOR) describing the item (product or service) to be procured .
- Bid documents, such as RFP (Request for Proposal), IFB (Invitation for Bid), etc.
- Evaluation criteria; means of scoring contractor proposals.
- Contract with one or more supplier of goods or services.
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| 15. Organise the project plan. |
- A comprehensive project plan that pulls together all the outputs of the preceding project planning activities.
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| 16. Close out the project planning phase. |
- A project plan that has been approved, in writing, by the sponsor.
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| 17. Revisit the project plan and replan if needed. |
- Confidence that the detailed plans are still accurate and will effectively achieve expected results.
|
Executing |
| 18. Execute project activities. |
- Work results (deliverables) are created.
- Change requests (ex: based on expanded or contracted project) are identified.
- Periodic progress reports are created.
- Team performance is assessed, guided, and improved if needed.
- Bids/proposals for deliverables are solicited, contractors (suppliers) are chosen, and contracts are established.
- Contracts are administered to achieve desired work results.
|
Controlling |
| 19. Control project activities. |
- Decision to accept inspected deliverables.
- Corrective actions such as rework of deliverables, adjustments to work process, etc.
- Updates to project plan and scope.
- List of Lessons Learned.
- Improved quality.
- Completed evaluation checklists (if applicable).
|
Closing |
| 20. Close out project activities. |
- Formal acceptance, documented in writing, that the sponsor has accepted the product of this phase or activity.
- Formal acceptance of contractor work products and updates to the contractor's files.
- Updated project records prepared for archiving.
- A plan for follow-up and/or hand-off of work products.
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