Chapter 5 Project Execution and Closeout Project Management for Engineering, Business, and Technology Prepared by John Nicholas, Ph.D. Loyola University Chicago Project Life Span: Execution Phase A: Conception phase Initiation stage Feasibility stage Proposal preparation Phase B: Definition phase Project definition System definition User and system requirements Phase D: Operation phase System maintenance and evaluation Phase C: Execution phase Design stage Product/build stage Fabrication Testing Implementation stage Training Acceptance tests Installation Termination System Improvement (To Phase A: Repeat cycle) Information Classification: General System termination Phase C: Project Execution ◼ ◼ In addition to planning, scheduling, budgeting, and risk and quality management responsibilities already discussed, during Execution the PM is responsible for ❑ Expanding the project team ❑ Assigning responsibilities ❑ Task integration ❑ Documentation ❑ Change control ❑ Quality control ❑ Production coordination ❑ Inventory control When PM is not directly responsible for these, she appoints people who are Information Classification: General Detail Design Stage ◼ Design methodology: functional versus physical design ◼ Controlling Design:Technical Review process ◼ Planning for production/build and later stages Information Classification: General Design methodology ◼ Typical Development Process Customer Marketing/ Customer Requirements Product design Product req’ts/ design Finance Cost targets bids Suppliers Procurement RFB’s Manufacturing Parts req’ts Process req’ts/ design Inputs/outputs Change requests Information Classification: General Design methodology ◼ Team approach Product design Information Classification: General Technical Review Process Basic requirements Functional design concept H/W and S/W Detailed design tests Manufactured H/W and S/W Full scale production Final H/W and S/W Information Classification: General } 1. Preliminary review : does concept fit basic requirements? } 2. Critical Review: does detailed design reflect functional design? 3. Functional readiness review: Do manufactured items conform to detailed design? 4. Product readiness: Do production documents conform to design documents? } } Production/Build Stage ◼ System fabrication/ construction/ assembly ◼ Testing: design vs. requirement/ vs. implementation ❑ ◼ logical, stress, failure Detailed planning for the implementation stage Information Classification: General Project Life Cycle: Implementation Stage Phase A: Conception phase Initiation stage Feasibility stage Proposal preparation Phase B: Definition phase Project definition System definition User and system requirements Phase D: Operation phase System maintenance and evaluation Phase C: Execution phase Design stage Product/build stage Fabrication Testing System Improvement (To Phase A: Repeat cycle) Information Classification: General System termination Implementation stage Training Acceptance tests Installation Termination Implementation Stage ◼ ◼ User acceptance ❑ User training ❑ User acceptance testing ❑ Modifications ❑ Final user tests System installation and conversion process ❑ ◼ Parallel, pilot, cold turkey User approval/punch list Information Classification: General Installation/ Conversion Strategies System A System B System A System B System A System B Information Classification: General Side-items vs. end-items ❑ Manuals Tools/peripherals User training ❑ Example ❑ ❑ ◼ Flight simulator for aircraft: a necessary “side-item” to enable pilots to learn to fly the aircraft. Information Classification: General Project Life Cycle: Termination and Closeout Phase A: Conception phase Initiation stage Feasibility stage Proposal preparation Phase B: Definition phase Project definition System definition User and system requirements Phase D: Operation phase System maintenance and evaluation Phase C: Execution phase Design stage Product/build stage Fabrication Testing Implementation stage Training Acceptance tests Installation Termination/ closeout System Improvement (To Phase A: Repeat cycle) Information Classification: General System termination Termination and Close-out ◼ Termination ❑ Planning, scheduling, monitoring of close-out ❑ Final close-out ❑ Customer acceptance, obligations, and payment activities ❑ Post-completion project summary review/postmortem Information Classification: General Termination and Close-out Responsibilities Planning, scheduling, and monitoring completion activities: ❑ Prepare and coordinate termination plans and schedules ❑ Plan to reassign project team personnel, and transfer resources ❑ Monitor termination activities and completion of all contractual agreements ❑ Monitor disposition of surplus materials and special project equipment Information Classification: General Termination and Close-out Responsibilities Final close-out activities: ❑ Close out all work orders ❑ Approve completion of all subcontracted work ❑ Notify all departments and stakeholders of project completion ❑ Close project office, project facilities, and project books Information Classification: General Construction Punch List Information Classification: General Closing the Contract ◼ Attention to side-items vs. end-items ❑ ❑ ❑ Manuals Tools/peripherals User training ◼ ◼ E.g., simulators Negotiated adjustments to final contract Information Classification: General Project Summary Evaluation Post-completion Project Review (Postmortem) ◼ Initial project performance, cost, and schedule objectives ◼ Soundness of objectives in view of initial problem or needs ◼ “Needs” that the end-item was supposed to fulfill Information Classification: General Project Summary Evaluation Post-completion Project Review (cont’d): ◼ Evolution of objectives; reasons for changes ◼ Project performance with respect to final objectives ◼ Effectiveness of project management; relationships among managers, project team members, subcontractors and suppliers, and customer ◼ Termination process: customer reactions and satisfaction Information Classification: General Project Summary Evaluation Post-installation System Review ◼ Evaluates the fully operational end-item system ◼ Focuses on the end-item system ◼ Provides operation and maintenance information for the system’s designers ◼ Addresses ❑ Is the end-item doing what it was intended to do? ❑ Is the user getting the expected benefits ❑ What changes to the system would fulfill the user’s needs? Information Classification: General Project Life Cycle: Operation Phase Phase A: Conception phase Initiation stage Feasibility stage Proposal preparation Phase B: Definition phase Project definition System definition User and system requirements Phase D: Operation phase System maintenance and evaluation Phase C: Execution phase Design stage Produce/build stage Fabrication Testing Implementation stage Training Acceptance tests Installation Termination System improvement System termination (To Phase A: Repeat cycle) System replacement Information Classification: General Phase D: Operation ◼ Project ends with completion of Phase C, project manager goes on to another project and core team disbands ◼ Sometimes, SDO remains involved with customer and end-item in some principal aspect of operation Information Classification: General Phase D: Operation ◼ ◼ System Evaluation and Maintenance ❑ Repair/preventative maintenance ❑ Standard, periodic maintenance ❑ Post-installation review System Enhancement ❑ Project extensions Information Classification: General
Purchase answer to see full attachment