Effective project management : guidance and checklists for engineering and construction

Cover......Page 1
Title Page......Page 5
Copyright......Page 6
Contents......Page 9
Preface......Page 21
Acknowledgements......Page 23
Introduction......Page 25
Part I Projects and Their Management......Page 29
Section A Project Characteristics and Phases......Page 30
1 Characteristics......Page 31
2 Phases......Page 32
3 Project Patterns......Page 35
5 Project Needs......Page 36
Section B Project Management Characteristics......Page 38
1 Models......Page 40
2 Characteristics......Page 42
3 Key Management Decisions and Phases......Page 44
4 Project Management Patterns......Page 48
1 Project Characteristics, Size, and Complexity......Page 50
2 Strategic Decisions......Page 51
3 The Historic Nature of an Industry......Page 54
4 The Characteristics of the Industry/Business Sector......Page 55
6 Execution Planning......Page 65
7 Generic Influences on Project Execution......Page 66
2 Organizational and Functions......Page 67
3 Responsibilities and Orientation......Page 70
4 Competencies and Leadership......Page 71
5 Abilities and Skills......Page 72
6 The Project Manager......Page 74
1 Financial Situation......Page 76
3 Project Progress and Status......Page 78
8 Formal Reviews......Page 80
10 Evaluating a Project Manager......Page 81
11 The Manager of Projects and the Client(s)......Page 82
1 Some Fundamentals......Page 83
3 Things to Watch......Page 85
4 Most Important of All - Safety......Page 86
Section G Achieving Success......Page 87
1 The Project Management......Page 90
2 Alignment of Objectives and Client-Contractor Relations......Page 91
3 Involvement of Users......Page 92
5 Clear and Complete Scope Definition......Page 94
6 Thorough Planning of the Work......Page 95
7 Planning Communications......Page 96
8 The Efficiency of the Project Launch Phase......Page 97
10 Effective Decision Making......Page 98
12 Conclusions for Success......Page 99
Part II Programme Management......Page 101
Section A Programme Management - What's in A Name?......Page 102
1 Programme Management Conclusions......Page 103
2 Summarizing Programme Management......Page 104
3 Key Roles for a Programme Manager......Page 105
2 Programme Organization......Page 106
4 Benefits Realization......Page 107
6 Project Controls......Page 108
7 Terminating the Programme......Page 109
Section C Management of Portfolios......Page 110
Part III Feasibility and Contracting......Page 113
Section A Feasibility Studies......Page 114
1 Feasibility Study Plan......Page 115
3 The Feasibility Report......Page 116
4 Proposed Execution Plan......Page 118
5 The Next Step......Page 119
2 Regional and Local Factors......Page 120
4 Prequalification Processes......Page 121
5 General Contracting Issues......Page 122
1 Enquiry Preparation Phase......Page 127
3 Evaluation Phase......Page 130
1 The Tendering Decision......Page 133
2 The Tender Decision Analysis......Page 134
3 The Final Tendering Decision......Page 137
1 Tendering Preliminaries......Page 139
2 Developing the Tender or Proposal - In-house Work......Page 141
4 Coordinating with the Client......Page 145
5 Commercial......Page 146
6 Reviewing the Tender or Proposal......Page 148
8 After Completion of the Tender or Proposal......Page 149
9 Proposal Team Presentation......Page 150
10 Possible Client Questions for the Proposal Team......Page 153
Section F Contracts......Page 155
1 Starting Work......Page 157
3 Contract Document......Page 158
4 Contract Awarded......Page 160
5 Contractual Issues......Page 161
7 Discharge of a Contract......Page 162
Part IV Project Execution......Page 163
Section A Project Launch......Page 164
1 Project Checks......Page 166
2 Project Objectives......Page 167
4 Team Launch......Page 168
6 Launch Controls......Page 169
8 Kick-Off Meeting Agenda......Page 170
9 Kick-Off Schedule......Page 172
Section B Establishing An Office......Page 174
1 Setting up the Project Infrastructure......Page 176
2 Controlling the Documents......Page 178
3 Responsibilities......Page 179
5 Project Execution Plan......Page 180
7 Project Insurance......Page 181
8 Some Advice......Page 182
Section D Mobilization......Page 183
Section E Client Relations......Page 185
Section F Scope......Page 187
3 Work Packaging......Page 188
Section G Estimates and Budget......Page 190
2 Trend Programme......Page 191
4 The Budget......Page 192
1 Looking after the Finances......Page 194
2 Bonds......Page 196
2 Planning......Page 197
3 Scheduling......Page 198
Section K Project Controls......Page 200
1 Setting Up......Page 201
2 Progress and Reporting......Page 202
4 The Critical Path......Page 203
Section L Variations/Changes/Claims......Page 205
1 Trend Base Estimate......Page 206
2 Trend Meetings......Page 207
4 Claims for Changes......Page 208
5 Managing Claims......Page 210
6 Resist Change......Page 211
1 Reporting Cycle......Page 212
2 Visibility......Page 213
3 Progress Reporting......Page 214
4 Progress Report......Page 215
5 Cost Reporting......Page 216
Section N Project Meetings......Page 217
1 Getting Organized......Page 219
2 Reviewing the Design......Page 220
4 Construction Issues......Page 222
1 Getting Organized......Page 224
2 Evaluating Suppliers......Page 225
4 Some Specific Procurement Ideas......Page 226
5 Payment Terms......Page 228
1 The Key Staff......Page 229
2 Construction Planning......Page 231
4 Construction Site Work......Page 234
5 Some Specific Construction Ideas......Page 237
6 Establishing Authority......Page 238
1 Questions to Ask Before Subcontracting......Page 239
2 Contracting Checks......Page 240
4 List of Some Subcontracts......Page 241
Section S Commissioning and Setting To Work......Page 243
1 Handover of Documentation......Page 246
4 Disposal of Surplus Material......Page 247
5 Closing Contracts......Page 248
7 Close Out......Page 249
2 Post-project Appraisal - Internal Performance Review......Page 251
3 Project/Client Review Meeting/Lessons Learned......Page 252
5 Client Follow-up and Marketing......Page 254
6 Internal Projects Benefits......Page 255
Part V Specialist Topics......Page 257
1 Completed Work......Page 258
2 Inspecting Work......Page 260
1 Basic Organizing Information......Page 262
2 Coordination with the Company......Page 263
1 Some Definitions of Culture:......Page 267
3 Some Cultural Issues to be Aware of......Page 268
4 Management Style......Page 270
1 Contractor's Own Documents and Drawings......Page 271
2 Vendor Drawings and Documents:......Page 273
1 Types of Estimate......Page 274
2 Estimate Planning Sequence......Page 276
3 The Estimating Process......Page 277
4 Estimate Information and Content......Page 279
5 Contingency Estimation......Page 283
1 The Filing System......Page 285
2 Archiving......Page 287
3 Master File Index Recommended Minor Categories and Suggested Subjects......Page 288
1 Cash versus Profit......Page 294
2 Simple Project Appraisal Methods......Page 296
4 Discounted Cash Flow Techniques......Page 297
5 Internal Rate of Return - IRR......Page 300
7 Financial Appraisal Conclusion......Page 301
1 Rules for Any Mode or Modes of Transport......Page 304
3 Transfer of Risks and Obligations......Page 305
5 Additional Information......Page 306
1 Reasons for Joint Association......Page 307
3 Selecting a Partner......Page 308
5 Steps to Evaluate Joint Associations......Page 309
6 Key Issues for a Joint Association......Page 311
7 Steps in Tendering......Page 312
9 Financial Control......Page 313
11 Why Joint Associations Fail......Page 314
2 The Interview......Page 316
3 Post-interview Actions......Page 317
1 Design/Engineering Performance......Page 319
3 Construction Performance......Page 321
4 Practical Performance Details......Page 322
5 Linking Deliverables to Programme......Page 323
6 Recording and Comparing Data......Page 324
8 Useful Health Ratios or Indices......Page 326
Section M Risk and Risk List......Page 327
1 Process Model......Page 328
2 Prioritising Risk......Page 330
3 Risk List......Page 333
4 People and Risk......Page 336
5 Country Risk Assessment......Page 337
1 Interpreting the Curves......Page 339
2 Change Orders......Page 343
4 Suppliers and Local Contractors......Page 347
7 Housing and Camp......Page 348
8 Shipping and Handling......Page 349
1 Types of Bonds......Page 350
2 Characteristics of Bonds......Page 352
1 Selecting the Team......Page 353
2 Building the Team......Page 356
3 New to the Team......Page 360
1 Specification of the Eight Team Roles......Page 361
2 A Suggestion for a Project Manager......Page 365
3 Matching the Roles to the Project Process......Page 366
1 VM/VE Process......Page 367
2 Group Process......Page 370
Part VI Skills Check Lists......Page 373
Section A Communications......Page 374
1 Correspondence......Page 375
2.Documents......Page 377
3 Electronic Media......Page 378
4 Oral......Page 381
5 Social......Page 382
8 Translators......Page 383
9 A Difficulty......Page 384
10 Some Reminders......Page 385
Section B Leadership and Motivation......Page 386
1 Consensus to Dictatorial Continuum by Tannenbaum and Schmidt......Page 387
2 The Three S's of Group Communications......Page 388
3 Situational Leadership by Kenneth Blanchard and Dr. Paul Hersey......Page 389
4 Task, Team, Individual - Action Centred Leadership by John Adair......Page 391
5 Leadership and Management Roles......Page 392
7 Responsibility......Page 393
8 Leadership - More Than a Management Model......Page 394
9 Thoughts for the Day......Page 395
1 Planning the Meeting......Page 397
2 The Agenda......Page 398
3 Manage the Process and the People......Page 399
4 Control the Discussion......Page 401
5 Construct Decisions and Summarize......Page 402
6 Record and Notify......Page 403
1 Preparation for Negotiation......Page 405
3 Signal......Page 406
8 Agree the Deal......Page 407
9 Techniques and Tricks......Page 408
1 Planning an Interaction with Others......Page 410
2 The Exchange......Page 411
4 Changing Style......Page 412
5 Team Role Style......Page 414
7 Giving and Receiving Feedback......Page 415
8 Dealing with Difficult People......Page 416
9 Being Angry......Page 418
11 Time Management......Page 419
12 Learning......Page 420
14 Some Personal Advice......Page 421
15 Questionnaires......Page 422
Section F Politics in Projects......Page 423
1 Typical Destructive Behaviour......Page 424
2 Dubious Behaviour?......Page 425
3 How Politics Can Affect a Project......Page 426
4 Some Advice......Page 427
5 Something to Think About......Page 429
1 Fundamentals for All Presentations......Page 430
2 Format for a Presentation to Inform/Explain......Page 432
3 Presentation to Influence/Convince......Page 433
5 Team Presentations......Page 434
6 Your Audience......Page 435
7 Presentation Skills Analysis......Page 436
8 Organizing the Location......Page 437
9 Visual and Other Aids......Page 439
10 Dealing with Questions......Page 440
11 Summarizing a Presentation......Page 441
2 Graphical Plots......Page 442
3 Binary Decision-making......Page 444
Section J Problem-solving Process......Page 446
3 Analyse the Problem......Page 447
5 Evaluate, Forecast Consequences, and Select......Page 448
6 Recommend, Plan Action, and Implement the Solution......Page 449
7 Evaluate the Outcome and Follow Up......Page 450
1 Brainstorming......Page 451
2 Check Sheets......Page 452
3 Pareto and Other Diagrams......Page 453
5 Force Field Analysis......Page 454
2 The Reader......Page 457
3 The Material for the Report......Page 458
6 Introduction to the Report......Page 459
8 Writing the Report......Page 460
9 Conclusions and Recommendations......Page 462
11 Finalizing the Report......Page 463
Abbreviations......Page 465
Index......Page 471
EULA......Page 477