Professional Documents
Culture Documents
. Project Planning
What planning?
process of defining an orderly arrangement of activities and resources
to deliver a unique product or service.
is a primary function of management, which involves deciding in
advance the future course of action.
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Eight steps in planning (Strategic or action plans)
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Planning is quite simply answering the questions shown below.
What is to be
done?
PLANNING
when must it be
Who will do it? done?
Pre-tender plans,
Pre-contract plans,
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Con’t…
A project is a temporary and one-time exercise which varies in duration.
Establishing objectives
Defining project
Determining resources
Forming organization
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• Project plan involves breaking down the works to smaller tasks,
estimating and allocating the resource and time requirement for the
tasks, establish logical precedence for the activities and scheduling.
• Work Break down Structure (WBS)
• A deliverable oriented grouping of project elements that organize
and define the total work scope of the project.
• A deliverable as defined in the above definition of WBS is any
measureable, tangible, verifiable outcome, result, or item that
must be produced to complete a project or part of the project.
• A work Package is a deliverable at the lowest level of the work
break down structure.
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Work Breakdown structure (WBS)
Project
01
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Work Breakdown Structures(WBS)
• No hard and fast rule to prepare WBS ……good
judgment is the only criterion
• The following guidelines would help
• Within the WBS work packages should represent jobs of
about equal magnitude
• The work package should be relatively small cost and short
duration compared to the total project
• Each work package should be clearly identifiable and can
be thoroughly and accurately budgeted scheduled and
control
• The optimal work package size shall be a balance between
smaller work packages for the above reasons and larger
size work package which reduces the effort and cost
• The WBS should be understandable by all concerned
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Work Breakdown Structures(WBS)
• All work Packages(the lowest level of WBS) should include the
following information
• The total cost or Budget
• Schedule dates and mile stone events( start and end dates)
• Resource estimates for labor, material, equipment and facilities
• A summary of the work to be performed
• Product specification
• Inputs required from other parts of the project(Predecessors)
• The manager and organizational unit responsible for the work
package
• The work order, subcontracts and purchase order
• Specific results to be obtained from the work package
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Work Breakdown Structures(WBS)
• WBS can be prepared in one of the following two ways
• Functionally Oriented WBS
• Work breakdown along functional departments or procedural functions
• Product Oriented WBS
• Work break down corresponds to the end products of the project
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Project planning scope
• Plan development Process
• Time planning process
• Work scheduling process
• Resource planning process
• Project control process
• Importance of planning, scheduling and controlling projects
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Resource Planning
• Planning construction Manpower
• Planning construction Materials
• Planning construction Equipment's
• Planning construction Costs
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Types of project plans
Project Plan
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Project feasibility plan
• Planning by the client begins as soon as he gets the idea about
developing the facility to fulfill certain motives. His early thought
process conceptualize the cost, time and benefit implications of
the project. Only when he is convinced about the soundness of
his idea does, he decide to go ahead with the feasibility studies.
• The feasibility study team examines the needs of the client and ways
to fulfill them. It defines the over all scope of work, and assess
the time and costs of accomplishing the project. This outline
plan, developed by the feasibility team during inception stage,
forms the basis for identifying projects objectives and developing
the project plan.
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Project preliminary plan
• Acceptance of the feasibility studies marks the commencement
of the preliminary plan-making process. It main aim is to provide
direction to the client mangers and staff employed during the
development phase of the project. The project preliminary plan
forms the basis for developing the project construction plan. The
preliminary plan includes;
A project time schedule and skeleton network to highlight the
work dependencies, project milestones and the expected
project completion time
The project design and drawings preparation schedule
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A resource preliminary forecast indicating the phased
requirements of men, important materials, plant and machinery .
Resource procurement system
Project organization and staffing pattern
Preliminary forecast of funds requirement
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Project construction plan
• The construction projects plan development process is divided
into three parts;
• Time plan = it depicts the schedule of project activities for
completion of the project within the specified time.
• Resource plan = it forecasts the required input resources of men,
Machinery and money for achieving the project completion time
target and cost objective.
• Plan for controlling project = it encompasses the design of
control system, monitoring system, codification system and the
computerized information system.
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PARTICIPATION IN PROJECT
PLANNING AND MANAGEMENT
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Participation
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Ways/Levels of Participation
Five ways/levels of participation.
1. Information Sharing
(low level of intensity)
• share information with beneficiaries and stakeholders to facilitate collective or individual
action.
• high degree of influence is not expected
2. Consultation
(relatively high level of intensity)
• Stakeholders and beneficiaries are consulted …
• in key issues
• at some or all stages in a project cycle to get opinion
• The feedback obtained may or may not be used in the design and implementation stages
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Con’t…
3. Work as Partnership /Joint Decision-Making/
(higher level of intensity)
4. To be delegated/Assuming Responsibility
• Stakeholders are playing subsidiary role only
5. To be controlled:
• Stakeholders are involved in the implementation process only but not in
other stages (e.g. contractors)
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Projects if planned and implemented in
participatory way, they are a means of
empowering people. Because participation gives;
• access to relevant information
• opportunity to influence decision making
• chance to learn and appreciate.
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Community Based Project may Related to:
1. Social & Cultural Needs:
• Construction of churches & mosques
2. Development Needs:
• Construction of schools, bridge, clinic, water supply
scheme, road, veterinary clinic, etc.
3. Environmental Needs:
• Soil & water conservation
• Afforestation
• Pond Construction, etc.
3. Economic Needs:
• Loan for purchase of agricultural inputs
• Micro-credit for non-farm economic activities, etc.
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How do we Begin Participation in Development
Process?
There is no perfect formula for designing community
participation in development. Below is a simple guide.
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cont’d
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cont’d
Problems:
Because of enormous problems -------->Difficulty and
confusion in prioritizing the needs
Solution:
To give technical advice on how to identify needs and set
priorities in relation to:
• the problems of the community/targeted groups,
• natural and financial resources available and
• the potential to realize the implementation of the identified needs in
terms of human and resources available.
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Projects Cycle
1
Problems & Potentials
Identification
Ex-Post Formulation
6 Evaluation 2
Participation
Implementation Appraisal
5
3
Approval
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4
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Chapter Four
Project execution and management
• Management
is defined as the art of arranging and/or organizing various activities, operating
equipment and group of people in a suitable manner to create systematic
operation with continuity to achieve a common goal.
• Construction management is necessary to insure:
• Proper planning and organization of the works,
• The effective use of resources,
• The completion of works within estimated budget and specified time,
• In time delivery and utilization of materials,
• The necessary quality of the work,
• Proper usage of equipment and latest methods of construction and technology,
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• Evolving a stand for high quality of workmanship,
• Controlling over the contract agreed upon and specification
• Proper coordination of the resources to create an organization that
works as wholesome to fulfill the objectives.
Project Management
• It is the application of knowledge, skills, tools and technique to
project activities in order to meet or exceed stakeholder needs and
expectations from a project.
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The Role of project Manager
The people assigned to the project receive motivation, direction, and information
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The project manager should be:
Good coaches
Good communicators
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• A successful Project Manager must simultaneously manage the four
basic elements of a project:
• resources, time, money, and most importantly, scope.
scope – Have all the project requirements (i.e., deliverables)
been completed?
cost – Is the cost of the project close to the amount the
customer has agreed to pay?
Schedule ( Time) – Was the project completed on time?
Customer satisfaction ( quality and performance)– Is the
customer happy with the quality of the project?
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Project Management Activities
Planning goal setting, defining Scheduling relates people,
the project, team organization money, and supplies to
Objectives specific activities and
activities to each other
Resources
Project activities
Work break-down schedule
Start & end times
Organizational break-down
structure Network
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Time schedules are based on a work-breakdown structure (WBS).
A WBS is a decomposition of the tasks that must be completed in order
to achieve the project result. Developing a time schedule requires
knowing the amount of time that is needed for each task, who will
complete each task and when.
• One frequently used tool for planning time is the bar chart or Gantt
chart
• (1) Material purchasing (2) Material testing (3) Compile testing
report (4) Edit report (5) Information days
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TIME MANAGEMENT
There are two basic forms that project managers and project engineers
can use for practicing better time management.
The first form is the “to do” pad
The second The activities with the highest priorities are then
transferred to the “daily calendarlog,”
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EFFECTIVE TIME MANAGEMENT
There are several techniques that project managers can practice in order to
make better use of their time
● Delegate. ● Do the tough part first.
● Follow the schedule. ● Travel light.
● Decide fast. ● Work at travel stops.
● Decide who should attend. ● Avoid useless memos.
● Refuse to do the unimportant.
● Learn to say no.
● Look ahead.
● Start now. ● Ask: Is this trip necessary?
● Know your energy cycle.
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Money
The money factor manifests itself in the project budget. The
management of money within a project involves ensuring that the costs
remain within the budget. Given that the majority of the costs in most
projects are comprised of labour costs, the factors of money and time
(the number of labour hours) are closely intertwined.
Money in project plans:
• Determine the fees of the team members.
• Estimate the hours for the team members.
• Assign budgets to team members for specific tasks.
• Determine costs for material and tools.
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Con’t…
Money in progress monitoring
• Monitor cash flow.
• Negotiate with suppliers.
• Determine whether the original cost estimates are still accurate.
• Adjust budgets.
• Negotiate with customer and/or client concerning budget adjustments.
Money in project reporting:
• Compile financial reports and statements.
• Analyses definitive financial report
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Risk management
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Con’t…
• Risk Management is divided in four phases
1. Risk Identification = identifying, logging and classifying risks
2. Risk Assessment = Assessing probabilities and impact to prioritize
risks.
3. Risk Mitigation
4.Risk Monitoring and Control = Determining response to risks
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QUALITY MANAGEMENT
Quality is defined by the customer
Quality is “continuous improvement.”
International Organization for Standardization (ISO)
The project manager has the ultimate responsibility for quality management
on the project.
Quality management has equal priority with cost and schedule
management.
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Six quality management concepts that should exist to support each and
every project. They include:
1.Quality policy:- is a document that is typically created by quality experts
and fully supported by top management.
The policy should state the quality objectives, the level of quality
acceptable to the organization, and the responsibility of the
organization’s members for executing the policy and ensuring quality.
2. Quality objectives:- is part of an organization’s quality policy and consist
of specific objectives and the time frame for completing
them.
3. Quality assurance:-is the collective term for the formal activities and
managerial processes that attempt to ensure that products
and services meet the required quality level.
4. Quality control:- is a collective term for activities and techniques, within
the process, that are intended to create specific quality
characteristics.
5. Quality audit
6. Quality program plan
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The project result must fulfil a number of quality requirements.
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QUIZE 15%
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1-17 project planning proposal
18-35
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CHAPTER SIX
Project Monitoring and Control
Monitoring
Collecting, recording, and reporting information concerning project
performance that project manger and others wish to know.
Controlling
Uses data from monitor activity to bring actual performance to
planned performance
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Project Monitoring must be answered Questions?
What do we monitor?
Inputs Outputs
Time Progress
Money Costs
Quality/Technical Performance
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When do we monitor?
While there is still time to react
End of the project
As soon as possible
Continuously At task completion
Regularly At pre-planned decision points (milestones)
Logically
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Where do we monitor?
At head office?
On the spot?
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How do we monitor?
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How do we monitor…?
Milestones
Reports
time (schedule)
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Project Control Cycle
PLAN
Specifications
Project Schedule
ACTION Project budget
Resource plan MONITOR
Correct deviations from Vendor contracts
plan Record status
Report progress
RE-PLAN as necessary COMPARE
Report cost
Actual status against
plan
Schedule
Cost
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Principles of M&E
The M&E system of any project should be:
1. Cost-effective
2. Understandable to both staff & partners (targeted)
3. Avoid unnecessary reporting
4. Provide consistent quality information on project components
5. Responsive and emphasizes on decision making
6. Involve the various stakeholders of the project & include their
views (participatory)
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BENEFITS AND PURPOSES OF MONITORING AND
EVALUATION
Monitoring and evaluation, core management responsibilities, which
involve:-
The collection, analysis, communication and use of information on
the physical and financial progress of the project
The achievement of results and its impact on the beneficiaries
Closely related concepts that are distinct but complementary.
Share the common feature of lesson- learning,
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Con’t…
Monitoring and Evaluation support (purposes):
• Identification of successes and problems
• Informed and timely decision making
• Accountability for the resources used and results achieve
• Stakeholder awareness and participation
• The evaluation of project achievements and audit of activities
and finances
• Lesson learning to improve the design of future projects
and programs
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Types of Monitoring
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Process Monitoring deals with:
the progress of activities, the outputs/results achieved
(quantity & quality) while the project is on progress
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Impact monitoring considers:
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MAJOR PROBLEMS OF THE M & E
PROCESS
Inadequate or lack of M&E unit and staff both at the project
level and higher implementing body. In most cases M & E
system is not either properly established or not provided
adequate attention and resources where it exists.
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Limited information source on project progress (poor
documentation). Even when information is available it doesn't
answer the right questions. Frequently where the system exists it
focus only on quantitative financial aspects and physical
implementation of the program/project.
Late arrival of information required for monitoring.
Too costly to collect information.
Disregard of previous M&E findings in the design of
new projects.
High mobility of project staff disrupting continuity
of M&E functions.
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EVALUATION
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• Evaluation is a key management tool for enhancing the
management of on-going projects and improving the preparation of
new projects.
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When & What do we Evaluate?
When
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In addition to the above time which is usually determined during project
planning/design, evaluation may be carried when:
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What ?
Although it varies on the type of evaluation carried among others we have
to assess:
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Ex-ante/start-up Evaluation
• data & information gathered through this evaluation helps for the
project design and also at a latter stage to compare the effects and
impacts of the programme or project.
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On-going/mid-term/formative Evaluation
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On-going (con’t…)
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Major issues to be seen during on-
going evaluation include:
(not exhaustive list)z
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progress in establishing delivery systems for supplying
the necessary project inputs and services
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Terminal Evaluation
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Ex-post Evaluation
Often called impact evaluation/ impact assessment
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Based on Evaluating Persons:
1. Internal Evaluation:
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2. External Evaluation:
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PROJECT CYCLE MANAGEMENT (PCM)
defines different phases in the project life with
well-defined management activities and decision
making procedures
• is a process of management activities and decisionmaking procedures used during the
life cycle of a
project
• is a methodology for the preparation,
implementation and evaluation of projects based
on the principles of the logical framework
approach
• the cycle represents a continuous process in which
each stage provides the foundation for the next.
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The PCM approach provides for planning and review
processes throughout a cycle, and allows for multiple
project cycles to be supported.
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