A Project Management Guideline From Le Ngoc Ha
Method empowering manager to succeed.
project management guidebook.
Distribution copyright.
PROJECT12
MANAGEMENT
GUIDEBOOK
ISBN 0-473-10445-8
About this ebook Distribution Copyright
Hi and thank you for downloading this free ebook This ebook has been provided to you free of
from www.Method123.com charge, on the condition that it’s not copied,
modified, published, sold, re-branded, hired out
This ebook helps you to manage projects more or otherwise distributed for commercial purposes.
successfully by describing each of the steps in the We’ve used stenography techniques to identify
Project Lifecycle. copying.
Every phase, activity and task is described,
helping you to apply a best practice approach to
managing your project. Please feel free to distribute this ebook to
anyone you like, including peers, friends
If you want to deliver your projects on time and and team members, to help them to achieve
within budget, then this short ebook will give you project management success.
the knowledge you’re looking for.
We hope you find it valuable….
By reading it you will learn how to initiate, plan,
execute and close projects properly. Kind regards
You’ll also learn how to manage time, cost, quality,
change, risk and issues. And finally, you’ll learn
how to manage staff, customers and suppliers.
For the complete set of project management
templates which complement this ebook, see Jason Westland, CEO
www.Method123.com
There you will find a comprehensive suite of
templates to help you complete every step in
the project lifecycle.
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Table of Contents
1. Introduction................................................................................... 4
1.1 Welcome.......................................................................................................... 4
1.2 What is a Project?............................................................................................. 4
1.3 What is Project Management?............................................................................ 4
2. Project Lifecycle............................................................................. 5
2.1 Initiation ......................................................................................................... 7
2.1.1 Develop Business Case.............................................................................. 7
2.1.2 Perform Feasibility Study........................................................................... 7
2.1.3 Establish Terms of Reference..................................................................... 7
2.1.4 Appoint Project Team................................................................................ 7
2.1.5 Set up Project Office................................................................................. 8
2.1.6 Perform Phase Review............................................................................... 8
2.2 Planning........................................................................................................... 8
2.2.1 Develop Project Plan................................................................................. 8
2.2.2 Develop Resource Plan.............................................................................. 8
2.2.3 Develop Financial Plan.............................................................................. 8
2.2.4 Develop Quality Plan................................................................................. 9
2.2.5 Develop Risk Plan..................................................................................... 9
2.2.7 Develop Communications Plan................................................................. 10
2.2.8 Develop Procurement Plan....................................................................... 10
2.2.9 Contract Suppliers................................................................................... 10
2.2.10 Perform Phase Review........................................................................... 10
2.3 Execution....................................................................................................... 10
2.3.1 Build Deliverables................................................................................... 10
2.3.2 Monitor and Control................................................................................ 11
2.3.3 Perform Phase Review............................................................................. 12
2.4 Closure.......................................................................................................... 12
2.4.1 Perform Project Closure........................................................................... 13
2.4.2 Review Project Completion...................................................................... 13
3. Appendix...................................................................................... 14
3.1 Additional Resources....................................................................................... 14
3.2 Glossary of Terms........................................................................................... 15
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1. Introduction
1.1 Welcome ▪ Achieve beneficial change. The purpose of a
project, typically, is to improve an organization
Welcome to the Project Management Guidebook. through the implementation of business
This Guidebook provides a practical approach change.
to what many consider a complex process: the
management of projects. This Guidebook is 1.3 What is Project Management?
designed to simplify the management processes
required to manage a project successfully from “Project Management is the skills, tools and
end to end. It defines Project Management in management processes required to undertake a
simple terms and provides you with all of the project successfully”.
documentation tools required to make your
project a success. Project Management comprises:
1.2 What is a Project? ▪ A set of skills. Specialist knowledge, skills and
experience are required to reduce the level of
A project is “a unique endeavor to produce a set
risk within a project and thereby enhance its
of deliverables within clearly specified time, cost
likelihood of success
and quality constraints”.
▪ A suite of tools. Various types of tools are used
Projects are different from standard business by project managers to improve their chances
operational activities as they: of success. Examples include document
templates, registers, planning software,
modeling software, audit checklists and review
▪ Are unique in nature. They do not involve
forms
repetitive processes. Every project undertaken
is different from the last, whereas operational ▪ A series of processes. Various management
activities often involve undertaking repetitive techniques and processes are required to
(identical) processes monitor and control time, cost, quality and
scope on projects. Examples include time
▪ Have a defined timescale. Projects have a
management, cost management, quality
clearly specified start and end date within
management, change management, risk
which the deliverables must be produced to
management and issue management.
meet a specified customer requirement
▪ Have an approved budget. Projects are
allocated a level of financial expenditure within
which the deliverables must be produced to
meet a specified customer requirement
▪ Have limited resources. At the start of a
project an agreed amount of labor, equipment
and materials is allocated to the project
▪ Involve an element of risk. Projects entail a
level of uncertainty and therefore carry business
risk
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2. Project Lifecycle
The following diagram outlines the Project Life-Cycle.
The Project Lifecycle consists of four phases:
Project Initiation
The Initiation Phase is the first phase in the project. In this phase a business problem (or opportunity)
is identified and a business case which provides various solution options is defined. A feasibility study
is then conducted to investigate the likelihood of each solution option addressing the business problem
and a final recommended solution is put forward. Once the recommended solution is approved, a
project is initiated to deliver the approved solution. A ‘Terms of Reference’ is completed, which outlines
the objectives, scope and structure of the new project, and a Project Manager is appointed. The Project
Manager begins recruiting a project team and establishes a Project Office environment. Approval is
then sought to move into the detailed planning phase.
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Project Planning Project Closure
Once the scope of the project has been defined Project Closure involves releasing the final
in the Terms of Reference, the project enters deliverables to the customer, handing over project
the detailed planning phase. This involves the documentation, terminating supplier contracts,
creation of a: releasing project resources and communicating
▪ Project
Plan (outlining the activities, tasks, the closure of the project to all stakeholders.
dependencies and timeframes) The last remaining step is to undertake a Post
Implementation Review to quantify the overall
▪ Resource Plan (listing the labor, equipment and success of the project and list any lessons learnt
materials required) for future projects.
▪ Financial Plan (identifying the labor, equipment
and materials costs) The following sections provide a more detailed
▪ Quality Plan (providing quality targets, description of each phase and list document
assurance and control measures) templates which provide the Project Manager
with guidance on how to complete each phase
▪ Risk Plan (highlighting potential risks and successfully.
actions taken to mitigate them)
▪ Acceptance Plan (listing the criteria to be met
to gain customer acceptance)
▪ Communications Plan (listing the information
needed to inform stakeholders)
▪ Procurement Plan (identifying products to be
sourced from external suppliers).
At this point the project has been planned in
detail and is ready to be executed.
Project Execution
This phase involves the execution of each activity
and task listed in the Project Plan. While the
activities and tasks are being executed, a series
of management processes are undertaken to
monitor and control the deliverables being output
by the project. This includes the identification of
changes, risks and issues, the review of deliverable
quality and the measurement of each deliverable
being produced against the acceptance criteria.
Once all of the deliverables have been produced
and the customer has accepted the final solution,
the project is ready for closure.
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2.1 Initiation may be commissioned. The purpose is to assess
The initiation phase essentially involves the the likelihood of a particular solution option’s
project ‘start-up’. It is the phase within which the achieving the benefits outlined in the Business
business problem or opportunity is identified, the Case. The Feasibility Study will also investigate
solution is agreed, a project formed to produce whether the forecast costs are reasonable, the
the solution and a project team appointed. solution is achievable, the risks are acceptable
The following diagram depicts the activities and/or any likely issues are avoidable.
undertaken:
Template: Feasibility Study
2.1.1 Develop Business Case
Once a business problem or opportunity has 2.1.3 Establish Terms of Reference
been identified, a Business Case is prepared. This After the solution has been agreed and funding
includes: allocated, a project is formed. The Terms of
Reference defines the vision, objectives, scope and
deliverables for the project. It also provides the
▪ A detailed definition of the problem or
organization structure (roles and responsibilities)
opportunity
and a summarized plan of the activities, resources
▪ An analysis of the potential solution options and funding required to undertake the project.
available. For each option, the potential benefits, Finally, any risks, issues, planning assumptions
costs, risks and issues are documented. A and constraints are listed.
formal feasibility study may be commissioned if
the feasibility of any particular solution option Template: Terms of Reference
is not clear
▪ The recommended solution and a generic 2.1.4 Appoint Project Team
implementation plan. At this point the scope of the project has been
defined in detail and the project team are ready
The Business Case is approved by the Project to be appointed. Although a Project Manager can
Sponsor and the required funding is allocated to be appointed at any stage of the project, s/he will
proceed with the project. need to be appointed prior to the establishment of
the project team. The Project Manager documents
Template: Business Case a detailed Job Description for each project role
and appoints a human resource to each role
2.1.2 Perform Feasibility Study based on his/her relevant skills and experience.
At any stage during (or after) the development Once the team are ‘fully resourced’, the Project
of a Business Case, a formal Feasibility Study Office is ready to be set-up.
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Template: Job Description ‘Work Breakdown Structure’ (WBS) is identified,
which includes a hierarchical set of phases,
2.1.5 Set up Project Office activities and tasks to be undertaken on the
The Project Office is the physical environment project. After the WBS has been agreed, an
within which the team will be based. Although it is assessment of the effort required to undertake
usual to have one central project office, it is possible the activities and tasks is made. The activities
to have a ‘virtual project office’ environment, with and tasks are sequenced, resources are allocated
project team members in various locations around and a detailed project schedule is formed. This
the world. Regardless of the location, a successful project schedule will become the primary tool for
project office environment will comprise the the Project Manager to assess the progress of the
following components: project.
▪ Location (either physical or virtual) Template: Project Plan
▪ Communications (telephones, computer 2.2.2 Develop Resource Plan
network, email, internet access, file storage, Immediately after the Project Plan is formed, it
database storage and backup facilities) is necessary to allocate the resources required
▪ Documentation (methodology, processes, to undertake each of the activities and tasks
forms and registers) within the Project Plan. Although general groups
▪ Tools (for accounting, project planning and risk of resources may have already been allocated to
modeling). the Project Plan, a detailed resource assessment
is required to identify the:
Template: Project Office Checklist
▪ Types of resources (labor, equipment and
2.1.6 Perform Phase Review materials)
At the end of the Initiation Phase, a Phase review ▪ Total quantities of each resource type
is performed. This is basically a checkpoint to
ensure that the project has achieved its stated ▪ Roles, responsibilities and skill-sets of all human
objectives as planned. resources
▪ Items,purposes and specifications of all
Template: Phase Review Form equipment resource
▪ Items and quantities of material resource.
2.2 Planning A schedule is assembled for each type of resource
By this stage, the benefits and costs of the project so that the Project Manager can assess the
have been clearly documented, the objectives resource allocation at each stage in the project.
and scope have been defined, the project team
has been appointed and a formal project office Template: Resource Plan
environment established. It is now time to
undertake detailed planning to ensure that the 2.2.3 Develop Financial Plan
activities performed in the execution phase of Similar to the Resource Plan, a Financial Plan is
the project are properly sequenced, resourced, prepared to identify the quantity of money required
executed and controlled. for each stage in the project. The total cost of
labor, equipment and materials is quantified and
2.2.1 Develop Project Plan an expense schedule is defined which provides
The first step is to document the Project Plan. A the Project Manager with an understanding of
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the forecast spending vs. the actual spending management processes undertaken during the
throughout the project. Preparing a detailed execution phase is identified, including Time,
Financial Plan is extremely important as the Cost, Quality, Change, Risk, Issue, Procurement,
project’s success will depend on whether or not Acceptance and Communications Management.
it is delivered within the ‘time, cost and quality’
estimates for this project. Template: Quality Plan
Template: Financial Plan 2.2.5 Develop Risk Plan
The foreseeable project risks are then documented
2.2.4 Develop Quality Plan within a Risk Plan and a set of actions to be
Meeting the quality expectations of the customer taken formulated to both prevent each risk from
is critical to the success of the project. To ensure occurring and reduce the impact of the risk
that the quality expectations are clearly defined should it eventuate. Developing a clear Risk Plan
and can reasonably be achieved, a Quality Plan is is an important activity within the planning phase
documented. The Quality Plan: as it is necessary to mitigate all critical project
risks prior to entering the Execution phase of the
▪ Defines what quality means in terms of this project.
project
Template: Risk Plan
▪ Lists clear and unambiguous quality targets for
each deliverable. Each quality target provides 2.2.6 Develop Acceptance Plan
a set of criteria and standards which must The key to a successful project is gaining
be achieved to meet the expectations of the acceptance from the customer that each
customer deliverable produced meets (or exceeds) his/
▪ Outlines a plan of activities which will assure her requirements. To clarify the criteria used to
the customer that the quality targets will be judge each deliverable for customer acceptance,
met (i.e. a Quality Assurance Plan) an Acceptance Plan is produced. The Acceptance
▪ Identifies the techniques used to control the Plan provides the criteria for obtaining customer
actual level of quality of each deliverable as it acceptance, a schedule of acceptance reviews
is built (i.e. a Quality Control Plan). within which customer acceptance will be
sought and a summary of the process used to
Finally, it is important to review the quality gain acceptance of each deliverable from the
not only of the deliverables produced by the customer.
project but also of the management processes
which produce them. A summary of each of the Template: Acceptance Plan
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2.2.7 Develop Communications Plan agreed for the delivery of the requisite product.
Prior to the Execution phase, it is also necessary
to identify how each of the stakeholders will be Templates: Statement of Work, Request for
kept informed of the progress of the project. Information, Request for Proposal, Supplier
The Communications Plan identifies the types Contract
of information to be distributed, the methods
of distributing information to stakeholders, the 2.2.10 Perform Phase Review
frequency of distribution and responsibilities of At the end of the Planning phase, a Phase review
each person in the project team for distributing is performed. This is basically a checkpoint to
information regularly to stakeholders. ensure that the project has achieved its stated
objectives as planned.
Template: Communications Plan
Template: Phase Review Form
2.2.8 Develop Procurement Plan
The last planning activity within the Planning 2.3 Execution
phase is to identify the elements of the Project The Execution phase is typically the longest
which will be acquired from external suppliers phase of the project (in terms of duration). It
to the project. The Procurement Plan provides a is the phase within which the deliverables are
detailed description of the Products (i.e. goods physically constructed and presented to the
and services) to be procured from suppliers, the customer for acceptance. To ensure that the
justification for procuring each product externally, customer’s requirements are met, the Project
as opposed to from within the business, and the Manager monitors and controls the activities,
schedule for procurement. It also references the resources and expenditure required to build each
process for the selection of a preferred supplier deliverable throughout the execution phase.
(“Tender Process”) and the process for the actual A number of management processes are also
order and delivery of the procured products undertaken to ensure that the project proceeds
(“Procurement Process”). as planned.
Template: Procurement Plan 2.3.1 Build Deliverables
This phase requires the physical construction of
2.2.9 Contract Suppliers each deliverable for acceptance by the customer.
Although external suppliers may be appointed at The actual activities undertaken to construct each
any stage of the project, it is usual to appoint deliverable will vary, depending on the type of
suppliers after the Project Plans have been project (e.g. engineering, building development,
documented but prior to the Execution phase computer infrastructure or business process
of the project. Only at this point will the Project re-engineering projects). Deliverables may
Manager have a clear idea of the role of the be constructed in a ‘waterfall’ fashion (where
supplier and the expectations for his/her delivery. each activity is undertaken in sequence until
A formal Tender Process is invoked to identify the deliverable is finished) or an ‘iterative’
a short-list of interested suppliers and select a fashion (where iterations of each deliverable
preferred supplier to meet the procurement are constructed until the deliverable meets the
needs of the project. The Tender Process involves requirements of the customer). Regardless of
creating a Statement of Work, a Request for the method used to construct each deliverable,
Information and Request for Proposal to obtain careful monitoring and control processes should
sufficient information from each potential supplier be employed to ensure that the quality of the
to select a preferred supplier. Once a preferred final deliverable meets the acceptance criteria set
supplier has been chosen, a Supplier Contract is by the customer.
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particular activity. A Timesheet Register provides
2.3.2 Monitor and Control a summary of the time currently spent on the
Whilst the Project Team are physically producing project and enables the Project Plan to be kept
each deliverable, the Project Manager implements fully up to date.
a series of management processes to monitor
and control the activities being undertaken. An Templates: Time Management Process, Timesheet
overview of each management process follows. Form, Timesheet Register
Time Management Cost Management
Time Management is the process within which Cost Management is the process by which costs
time spent by staff undertaking project tasks is (or expenses) incurred on the project are formally
recorded against the project. As time is a scarce identified, approved and paid. Expense Forms
resource on projects, it is important to record are completed for each set of related project
the time spent by each member of the team expenses such as labor, equipment and materials
on a Timesheet to enable the Project Manager costs. Expense Forms are approved by the Project
to control the level of resource allocated to a Manager and recorded within an Expense Register
for audit purposes.
Templates: Cost Management Process, Expense
Form, Expense Register
Quality Management
Quality is defined as “the level of conformance
of the final deliverable to the customer’s
requirements”. Quality Management is the
process by which the quality of the deliverables
is assured and controlled for the project, using
Quality Assurance and Quality Control techniques.
Quality reviews are frequently undertaken and
the results recorded within a Quality Register.
Templates: Quality Management Process, Quality
Review Form, Deliverables Register
Change Management
Change Management is the process by which
changes to the project’s scope, deliverables,
timescales or resources are formally defined,
evaluated and approved prior to implementation.
A core aspect of the Project Manager’s role is to
manage change within the project successfully.
This is achieved by understanding the business
and system drivers requiring the change,
documenting the benefits and costs of adopting
the change and formulating a structured plan for
implementing the change. To formally request a
change it is often necessary to complete a Change
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Form. The change request details may then be specific requirements. To request the acceptance
recorded within a Change Register. of a deliverable by the customer, an Acceptance
Form is completed. The Acceptance Form
Templates: Change Management Process, Change describes the criteria from which the deliverable
Form, Change Register has been produced and the level of satisfaction of
each criterion listed.
Risk Management
Risk Management is the process by which risks Templates: Acceptance Management Process,
to the project (e.g. to the scope, deliverables, Acceptance Form, Acceptance Register
timescales or resources) are formally identified,
quantified and managed during the project. A Communications Management
project risk may be identified at any stage of the Communications Management is the process
project by completing a Risk Form and recording by which formal communications messages are
the relevant risk details within the Risk Register. identified, created, reviewed and communicated
within a project. The most common method of
Templates: Risk Management Process, Risk Form, communicating the status of the project is via a
Risk Register Project Status Report. Each communication item
released to the project stakeholders is captured
Issue Management within a Communications Register.
Issue Management is the method by which issues
currently affecting the ability of the project to Templates: Communications Management
produce the required deliverable are formally Process, Project Status Report, Communications
managed. After completion of an Issue Form (and Register
logging the details within the Issue Register),
each issue is evaluated by the Project Manager 2.3.3 Perform Phase Review
and a set of actions undertaken to resolve the At the end of the Execution Phase, a Phase review
issue at hand. is performed. This is basically a checkpoint to
ensure that the project has achieved its stated
Templates: Issue Management Process, Issue objectives as planned.
Form, Issue Register
Template: Phase Review Form
Procurement Management
Procurement Management is the process by which
product is sourced from an external supplier. To 2.4 Closure
request the delivery of product from a supplier, a Following the completion of all project deliverables
Purchase Order must be approved by the Project and acceptance by the customer, a successful
Manager and sent to the supplier for confirmation. project will have met its objectives and be ready
The status of the purchase is then tracked using a for formal closure. Project Closure is the last phase
Procurement Register until the product has been in the project and must be conducted formally so
delivered and accepted by the project team. that the business benefits delivered by the project
Templates: Procurement Management Process, are fully realized by the customer.
Purchase Order Form, Procurement Register
Acceptance Management
Acceptance Management is the process by which
deliverables produced by the project are reviewed
and accepted by the customer as meeting his/her
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▪ Didit result in the benefits defined in the
Business Case?
▪ Didit achieve the objectives outlined in the
Terms of Reference?
▪ Did it operate within the scope of the Terms of
2.4.1 Perform Project Closure Reference?
Project Closure involves undertaking a series of
activities to wind up the project, including: ▪ Did the deliverables meet the criteria defined in
the Quality Plan?
▪ Assessing whether the project completion ▪ Was it delivered within the schedule outlined in
criteria have been met the Project Plan?
▪ Identifying any outstanding items (activities, ▪ Was it delivered within the budget outlined in
risks or issues) the Financial Plan?
▪ Producing a hand-over plan to transfer the To determine conformance, a review is undertaken
deliverables to the customer environment of the level of conformity of the project activities
▪ Listingthe activities required to hand over to the management processes outlined in the
documentation, cancel supplier contracts and Quality Plan. The above results, key achievements
release project resources to the business and lessons learnt are documented within a Post
▪ Communicating closure to all stakeholders and Implementation Review report and presented to
interested parties. the Project Sponsor for approval.
A Project Closure Report is submitted to the Template: Post Implementation Review
Customer and/or Project Sponsor for approval.
The Project Manager is then responsible for
undertaking each of the activities identified within
the Project Closure Report on time and according
to budget. The project is closed only when all
activities identified in the Project Closure Report
have been completed.
Template: Project Closure Report
2.4.2 Review Project Completion
The final activity undertaken on any project is a
review of its overall success by an independent
resource. Success is determined by how well it
performed against the defined objectives and
conformed to the management processes
outlined in the planning phase. To determine
performance, a number of questions are posed.
For example:
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3. Appendix
3.1 Additional Resources It also helps you get a head-start because:
And that’s it! If you complete the steps described 1. It tells you which deliverables to create
in this ebook, then you’ll deliver more projects on 2. It explains how and when to create them
time and within budget. 3. Each template is pre-formatted
4. It includes practical examples, tips & hints
Hopefully you’ve found this ebook useful, by 5. You simply open the templates in Word or Excel
telling you what you need to do to deliver and fill in the gaps. You’ll complete tasks
projects successfully. faster and make your life much easier than
before.
If you’d now like to know how to deliver successful
projects, then download the Project Management By getting a head start every time you start a new
Kit. project task, you’ll save an enormous amount of
time delivering your project.
So by saving you time and effort and getting a
head start on projects, this unique template kit
will make your life much easier.
Buy this kit today for only $295. Here’s how to
buy it in 3 easy steps:
1. Visit the website
2. Select the “Buy” button
3. Download the kit immediately
This kit includes all of the templates listed in this
for use.
ebook. The templates describe how to complete
each step in the project lifecycle, helping you
Select the Buy button now to
deliver projects faster and easier than before.
save time and effort on your
project…
It saves you time and effort by giving you:
▪ Templates to create deliverables
▪ Forms to resolve risks and issues
“This kit gives you the complete set of templates
▪ Plans to schedule tasks & resources for managing projects. It’s great!”
▪ Processes to monitor project delivery
▪ Reports to communicate status Project Management Institute
Pamela Good, Vice President, Buffalo USA
▪ Charts to control project change
▪ Procedures to improve quality
▪ Checklists to measure success.
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3.2 Glossary of Terms Cost Management
The following definitions apply to terminology The process by which costs (or expenses) incurred
used within the Project Lifecycle: on the project are formally identified, approved
and paid
Acceptance Management
Deliverable
The process by which deliverables produced by
the project are reviewed and accepted by the A quantifiable outcome of the project which
customer as meeting their specific requirements results in the partial (or full) achievement of the
project objectives
Acceptance Planning
Dependency
The process of identifying the milestones, criteria
and standards for the acceptance of project A logical relationship between two or more
deliverables by the customer project activities. The four types of dependencies
include: start-to-finish, start-to-start, finish-to-
Business Case start, finish-to-finish
A document outlining the justification for the Feasibility Study
initiation of a project. It includes a description
of the business problem (or opportunity), a list A document which identifies each of the solution
of the available solution options, their associated options to a particular business problem (or
costs and benefits and a preferred option for opportunity) and assesses the likelihood of each
approval option’s achieving the desired result
Change Management Financial Planning
The process by which changes to the project The process of identifying the financial resources
scope, deliverables, timescales or resources are required to undertake the project. This includes
formally defined, evaluated and approved prior a list of the types of costs to be incurred on the
to implementation project (e.g. labor, equipment, materials and
administration costs) and a schedule outlining
Communications Management when the respective costs are likely to be
incurred
The process by which formal communications
messages are identified, created, reviewed and Issue
communicated within a project
Events which are currently affecting the ability of
Communications Planning the project to produce the required deliverables
The process of identifying the type and regularity Issue Management
of information to be provided to all project
stakeholders to keep them informed of the The process by which issues are formally identified,
progress of the project communicated, monitored and resolved
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Job Description Project Management
A document which describes a particular role and The skills, tools and management processes
its responsibilities within a project required to successfully undertake a project
Milestone Project Office
The recognition of an important event within the The physical premises within which Project
project, usually the achievement of a key project Administration staff (e.g. the Project Manager
deliverable and support staff) reside
Procurement Management Project Phase
The process by which product is actually sourced A set of project activities and tasks which usually
from a preferred supplier, including the on-going result in the completion of a project deliverable
management of the supplier relationship
Project Plan
Procurement Planning
A document which lists the phases, activities,
The process of identifying the products to be tasks, timeframes and resources required to
sourced externally and the methods for acquiring complete the project
them
Project Schedule
Product
A series of planned dates within which activities
A good or service which is acquired from an and tasks have to be completed to achieve project
external supplier to assist with the production of milestones
a project deliverable
Project Task
Project
A specific work item to be undertaken which
A unique endeavor to produce a set of deliverables usually results in the partial completion of a
within clearly specified time, cost and quality project deliverable
constraints
Project Team
Project Activity
A collation of people who report to the Project
A set of project tasks which usually results Manager
in the partial (or full) completion of a project
deliverable Quality
Project Lifecycle The level of conformance of the final deliverable(s)
to the customer’s requirements
A series of project phases which are undertaken
in either sequential or parallel order
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Quality Assurance Resource
The preventative steps taken to eliminate any The labor, equipment and materials used to
variances in the quality of the deliverable produced complete the activities in the Project
from the quality targets set
Resource Planning
Quality Control
The process of identifying the resources required
The curative steps taken to eliminate any variances to complete the project. This includes a list of
in the quality of the deliverable produced from the types of resources required and a schedule
the quality targets set providing the use of and activities undertaken by
each resource
Quality Management
Risk
The process by which the quality of the deliverables
and management processes is assured and Any event which is likely to adversely affect
controlled for the project, using Quality Assurance the ability of the project to achieve the defined
and Quality Control techniques objectives
Quality Planning Risk Management
The process of identifying the approach taken to The process by which risks to the project (e.g. to
ensure the quality of the deliverables produced the scope, deliverables, timescales or resources)
by the project and of the management processes are formally identified, quantified and managed
undertaken. This includes a list of the quality during the project. The process entails completing
criteria and standards to be achieved as well a number of actions to reduce the likelihood of
as the Quality Assurance and Quality Control occurrence and the severity of impact of each
techniques to be undertaken risk
Request for Information Risk Mitigation
A document which is issued by a project to a A set of actions to be taken to avoid, transfer or
wide group of potential suppliers to enable those mitigate a risk, based on its priority. This includes
suppliers to provide summarized information the preventative actions to be taken during the
outlining how they will meet the procurement project to reduce the likelihood of the risk’s
requirements of the project occurring as well as the contingent actions to be
taken to reduce the impact on the project should
Request for Proposal the risk eventuate
A document which is issued by a project to a short- Risk Planning
listed group of suppliers to enable the suppliers
to submit a detailed proposal outlining how they The formulation of a document which outlines
will meet the procurement requirements of the the foreseeable project risks and provides a set
project of actions to be taken to both prevent the risk
from occurring and reduce the impact of the risk
should it eventuate
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Scope receiving tender responses and selecting a
preferred supplier
The total aggregation of deliverables to be
produced by the project Terms of Reference
Solution A document which outlines the purpose of the
project, the manner in which the project will
A set of deliverables which, once combined, be structured and how it will be successfully
solve a particular business problem (or realize a implemented
particular business opportunity)
Time Management
Stage-Gate
The process within which time spent by staff
A checkpoint at the end of each project phase to undertaking project tasks is recorded against the
ensure that the project has achieved its stated project
objectives and deliverables as planned
Statement of Work See www.method123.com for the complete set
of Microsoft Word and Excel document templates
A document which defines the procurement supporting this Guidebook.
requirements of the project in sufficient detail to
enable potential suppliers to determine if they
are able to meet those requirements
Supplier Contract
An agreement between the Project Team and
an external supplier for the acquisition of a
defined set of products to meet the procurement
requirements of the Project
Tender Document
A formal document included during the tender
process which outlines the information required
to provide the Project Team with the confidence
that a supplier can meet the procurement needs
of the project. The RFI and RFP are both examples
of Tender Documents
Tender Management
The process by which interested suppliers are
identified, evaluated and selected for the supply
of products (goods or services) to the project.
This process entails formalizing the procurement
requirements and tender documentation,
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