Project

Management
and Control
Project Management
planning, executing, scheduling and
controlling activities to provide solutions to
the identified problems.
 Steps in Managing The DOCUMENTATIO
Project N POLICIES AND
GUIDLINES
PROJEC
T
PROJECT CONTRO
SCHEDUL L
ORGANIZING E
THE
PROJECT
TEAM
PROJECT
PLAN
 A. PROJECT PLAN
Important topics to be addressed at the kick off meeting
include:
1) Review of the engagement proposal
2) Discussion of the work objectives
3) Definition of intermediate work results
4) Responsibility assignments and client participation
5) Project completion date
Developing the Detailed Work
Plan
Elements/Components of the Detailed Engagement Work
Plan
(1)Task identification and description
(2)Task relationship
(3)Estimating the work effort and completion time
(4)Scheduling tasks
(5)Determining review points
(6)Staffing the project
(7)Project costing
(8)Detailed work plan review
B. ORGANIZING THE PROJECT
TEAM
• A team briefing should be held before
assigning the project tasks to members of the
project team. This will enable the project
leader to present to the team members the
engagement background and objective and to
outline clearly the roles that each person will
play in the project.
 Briefing should discuss among
others the following:
a) Responsibility for clerical functions
b) Responsibility for travel arrangement
c) Working space in the client’s office
d) Working hours to be observed
e) Unusual aspects of working with a particular client
f) Project progress reportinh
g) Project strategy
C. PROJECT SCHEDULE
 D. PROJECT CONTROL
Can be graphically presented using two of
the most common tools:
(a) Gantt Chart
(b) a PERT diagram (Project Evaluation and
Review Technique)
 E. DOCUMMENTATION POLICIES
AND GUIDELINES
What documentation policies and guidelines should be
established for internal use?
(1) a define structure for all documentation with
sample format;
(2) timing for preparing, updating, and completing
documentation;
(3) procedures outlining instruction for documenting
and complying with documentation policies; and
(4) responsibilities for documentation and review at
various project stages
How should documentation be prepared and reviewed to ensure
quality control and responsibility for the documentation?
a)Specific procedures, providing instruction to consultants using
the suggested format, should bee defined for each type of
documentation.
b)The procedures should also identify responsibilities for
completing documentation
c) Quality control review points should also be established
d)Documentation checklists may be established

What documentation needed to support conclusions?

e) All background data, interview results, research data, and
client prepared documents should file and reviewed prior to
preparing conclusions.
f) The consultant should also document
1. A statement of assumptions and alternative of
 How long and where should client work papers be retained?
a) Retention period should be base on internal requirement,
clients requirements, or legal requirements.
b) should be retained by the firm

Work Papers
Purpose
1)Provide historical substantiation of work performed and a
basis for developing conclusions
2)They are a consultant’s source of reference during an
engagement.
3)They serve as a support for recommendations once an
engagement has been completed.
 Time Management
Effective time management: series of rules
1) Be aware of time
2) Prioritize task
3) Anticipate task
4) Avoid putting off jobs
5) Break down task
6) Ensure Deadlines are understood
7) Be Prepared
8) Supports others with time management
 Time Management System
Essential parts
(a)a guide to breaking down projects into their
components tasks
(b)A means of reminding when the task is due to be
completed
(c)A guide to reviewing the tasks
One-page plans
Task-to-do list
Job Cards

Project Log
- basis of or to support effective time management.
 Managing Project Shocks
1.Changes in client’s interest
2.Changes in the business situation
3.Cuts in expenditures
4.Misinterpretation of information
5.Loss of key people
Responding to Project Shocks
1)Be prepared
2)Avoid panic
3)Refer back tp aims and objectives
4)Evaluate resource implication
5)Modify plans
6)Communicate