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A Guide to Project Management

Dr Peter Hill

Abstract: This article is a short guide to project


­management. It walks the reader through how to plan
a project, estimate the resources required, manage risk,
manage the delivery of activity, and close and evaluate
the project.

Keywords: Project closure, Project evaluation, Project


management, Project planning, Risk management,
Work breakdown structure

1. What Is a Project?
1.1. What Is a Project?
This is not a trick question, I promise. Despite the
academic discipline and study of Project Management
emerging in the twentieth century, projects have been
around for millennia. History is littered with ­projects:
The Pyramids of Egypt, The Great Wall of China,
The Panama and Suez Canals, The Hoover Dam, The
­Manhattan Project, and The Apollo Missions.
Thankfully, Project Management is one of those
Dr Peter Hill is an experienced ­disciplines where, generally, there is strong agreement
academic, having taught project about key definitions and concepts. Projects have been
management, management, defined by key bodies as:
economics, and research methods
There are also countless definitions in Project
at the University of Warwick, King’s
College London, Royal Holloway ­Management textbooks, but they all keep coming back
University of London, BPP University, to the same key features. Projects are:
The University of Roehampton, and
University of Bradford. Alongside these ■■ unique (something similar may have been done ­before,
academic roles he has led a variety
of education and local government but there is at least one aspect that is unique, e.g.,
projects, and supported projects in ­geographical location);
financial services. Peter became a ■■ temporary (they have a start and a finish), i.e., they
Member of the Association for Project are not “business as usual”;
Management (MAPM) in 2012 and has
been a recipient of the APM Research
■■ designed to meet specific objectives.
Fund. He is a Senior Fellow of the
Higher Education Academy (SFHEA), As the Association for Project Management (APM)
and is a Councilor on Bracknell Forest definition of a project suggests, we need to define what
(Unitary Authority) and Bracknell Town
these objectives are. Are we looking for a simple output,
(Parish) Councils.
a broader outcome, or a longer-term benefit?

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A Guide to Project Management

“A temporary group activity


designed to produce a unique
product, service or result.”

“A unique, transient endeavor,


undertaken to achieve
planned objectives, which
could be defined in terms
of outputs, outcomes or
benefits.”

(Association for Project


Management. The Chartered
Body for the Project Profes-
sion)
“A unique set of coordinated
activities, with a definite
start and finishing point,
undertaken by an individual
or organization to meet
specific objectives within
defined, scheduled cost and
(British Standards Institute)
performance parameters.”

1.2. What Is Project Management? 1.3. Types of Project


The British Association for Project Of course there are many ways to c­ ategorize
­Management defines project ­management projects, but a helpful way to do it is by
as “ . . . the application of processes, ­methods, looking at what is driving or motivating
knowledge, skills and experience to achieve the project. Projects therefore fall into four
the project objectives” (APM, 2012, p. 12). broad categories:
This is an excellent definition. It is
broad enough to make the point that PM ■■ Market-driven
is about technical expertise (what has These are projects developed typically in
­become known as “hard skills”), but as it response to consumer trends, end user needs,
also suggests PM involves people. ­Indeed, or competition (perhaps a new ­entrant to
many argue (including myself) that for the market or increasing c­ ompetition from
projects to be successful we have to be existing market participants).
able to work with people; manage them, ■■ Crisis-driven
inspire and m
­ ­ otivate them, lead them, These are projects initiated in response
and c­ ommunicate with them (all of which to an urgent situation, for example, a
we call “soft skills”). You could be the best ­humanitarian relief effort.
­engineer or c­ omputer programmer in the ■■ Innovation-driven
world, but u ­ nless you can deal e ­ ffectively These are projects that aim to drive ­progress
with people, you are unlikely to be or development. For example, the CERN
­successful in project management. Large Hadron Collider.

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A Guide to Project Management

■■ Change-driven ­ ossible projects will be delivered. U


p ­ sually
These are projects aimed at an ­organization there is a range of different ways to d ­ eliver
to meet the needs of its internal/ a ­particular set of objectives. This is ­often
external environment; for example, a addressed using a formal Trade Study ap-
­
project to introduce a new IT system to proach where different options are ­assessed
reduce internal business costs. against the same set of ­criteria, often ­using
weighted a­ssessments. The ­ resulting ta-
1.4. The Project Life Cycle ble is then used to inform the technical
Projects have a beginning and an end (but ­recommendation and business decision.
hopefully not a premature or unplanned As part of this process it is also ­important
one). We therefore talk about projects to determine the business case, i.e., why are
­having a life cycle. we thinking about doing this project? What
This life cycle can be linear: are we hoping to achieve? What (­historical

Or circular, suggesting that project or current) data do we have to support our


­delivery is more of an iterative process. ­decision? How does this ­project fit within and
support broader strategy? How will we know
whether the project has been a success?
We also need to determine the high-level es-
timates, the project’s deliverables, c­ onstraints,
and any assumptions. Again, until we go into
the full-blown planning phase, we will not be
able to provide more accurate estimates, but
these high-level e­ stimates are still important.
If we cannot deliver the project on time or on
budget, is it worth carrying on?
At this point it can help us to define
what the project manager’s ­responsibilities
will be (remember, no two projects are
alike), and also the other high-level
­responsibilities, for example, if the ­project
Both models tell us the same thing, that is going to be delivered mostly through
projects consist of a number of phases t­ aking outsourcing, who will be responsible for
­
us from a beginning to an end. H ­ owever, which parts of the project?
many projects may be more iterative The deliverables of this phase of the
than linear; for example, developing new project will be the Statement of Work and
­products, software, or pharmaceuticals. the Project Charter. We will come back to
The key phases of a project are: these in Section 2.

1.4.1. Project Initiation 1.4.2. Planning


The project initiation phase is where the This is the phase of the project where the
­decision will be made about which of the in-depth planning occurs. This includes

© Business Expert Press 978-1-63157-892-2 (2018) Expert Insights


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