The document discusses project planning and management. It defines what a project is and what project management entails. It describes the typical phases of a project as initiate, plan, execute, commissioning, and close-out. It provides details on each phase. It also discusses project planning in more depth, describing the major deliverables of a project plan such as the project schedule, cost and budget documents, scope of works statement, quality plan, and risk matrix. Finally, it covers some common tools and techniques used for project planning, including Microsoft Office, Microsoft Project, schedule and cost monitoring sheets, earned value management, and project dashboards.

1. Presented By : Madhusudan.G.S

2. INDEX
 Introduction and Definitions
 Typical Phases of a Project
 Project Planning Phase
 Tools and Techniques
 Project Cost monitoring
 Summary

3. DEFINITION OF A PROJECT
A project is a temporary endeavor designed
to produce a unique product, service or
result, with a defined beginning and end
(usually time-constrained, and often
constrained by funding
or deliverables),undertaken to meet unique
goals and objectives,typically to bring
about beneficial change or added value.
Source : PMBOK (5th Edition)

4. WHAT IS A PROJECT?
A unique undertaking composed of
interrelated activities which has a well
defined beginning and end, often involving
staff from cross-functional groups, that
operates under specific constraints of
resources, schedules, and requirements.

5. Process of application of set of skills
and methods of planning,
organizing, and managing a project
from inception to its successful
completion
WHAT IS PROJECT MANAGEMENT?

6. WHO IS PROJECT MANAGER?
The role responsible for leading and
coordinating the project effort from
inception to its successful completion;

7. WHO IS PROJECT MANAGER?
The role responsible for leading and
coordinating the project effort from
inception to its successful completion;
the person responsible for making
things happen

8. WHAT IS PROJECT PLANNING?
 A project plan is a model of the process that the project
team intends to follow to realise the project objectives.
It brings together a number of important aspects of this
process including its scope, timing, cost, and associated
risks.
 The project plan can be viewed as a type of “contract”
between the project team members and other
stakeholders. It defines” the process by which the
objectives will be achieved, and the responsibilities in
carrying out this process.
 Project plans also underpin a number of other key
project management functions including estimating and
forecasting, options analysis and decision-making, and
performance monitoring and control.

9. WHO IS RESPONSIBLE FOR PLANNING?
 Everyone in the project team should be
involved in developing the plan. It should
be a collaborative effort.
 The project manager should provide
leadership in this area but may delegate
some of the administrative aspects and
detailed analysis to a project support
role.
 On larger projects there may be one or
more dedicated planners.

10. TYPICAL PROJECT PHASES
Initiate Plan Execute
Commis
sioning
Close-
out

11. INITIATE PHASE
Initiate Plan Execute
Commis
sioning
Close-
out
 Project Contract Receipt and Acknowledgement.
 Techno-commercial verification and clarification with customer
 Handover from Sales to Projects
 Internal team Kick-off meeting to understand the scope , time,
cost and other constraints.
 Kick-off meeting with Customer to provide project details and
commitments and also to clarify relevant points such as material
receipt procedure, working hour restrictions, Approval
procedures, etc.,

12. PLAN PHASE
Initiate Plan Execute
Commis
sioning
Close-
out
 Develop, Agree and Baseline:
 Project Budget and contingencies
Project Schedule
 Approvals Plan
 Cash flow plan
 Sale Invoicing plan
 Release Purchase specifications and Purchase Indents.
 Release of Purchase Orders
 Site Preparation works.

13. EXECUTE PHASE
Initiate Plan Execute
Commis
sioning
Close-
out
 Review progress periodically by
 Review meetings (Both internal and with customer)
 One-to-one meetings
Emails, Calls, Etc.,
 Update progress on the Baselined Schedule and cost files and
take measures control from Cost overruns, Schedule delays, etc.,
 Interactions with Vendors, Customers and Site team for project
proceeding.

14. COMMISSION PHASE
Initiate Plan Execute
Commis
sioning
Close-
out
 Commissioning of Individual systems for their performance.
 Integration with related systems
 Pre-commissioning Checks and Sign-off
 Commissioning start.
 Testing for target parameters.
 Fine tuning to balanced parameters.

15. CLOSE PHASE
Initiate Plan Execute
Commis
sioning
Close-
out
 Submit and get the Acceptance / Validation plan approved.
 Execute the Validation procedures in witness of Customer.
 Provide required documentation such as Test certificates, Data
sheets, Warranty Cards, Etc., to Customer as applicable.
 Prepare training plan and train customer.
 Prepare plant operations Manual. And Submit
Submit As-built Drawings and details

16. PROJECT PLANNING PHASE

17. MAJORDELIVERABLESOFAPROJECTPLAN
 PROJECT SCHEDULE
 PROJECT COST AND BUDGET DOCUMENTS
 SCOPE OF WORKS STATEMENT
 QUALITY PLAN
 SAFETY PLAN
 RISK MATRIX

18. PURPOSE OF A SCHEDULE
 Provides a commitment about when things
will be done
 Encourage everyone on the project to see
their efforts as part of a whole
 Provides a tool for breaking work into
manageable chunks
 Provides a tool for measuring progress

19. SCHEDULES VARY BETWEEN PROJECTS

20. VARIOUSTOOLSANDTECHNIQUESFORPROJECT
PLANNING
 Tools
 MS OFFICE (WORD, EXCEL & POWERPOINT)
 MS PROJECT (Complete Project control)
 Primavera, etc.,
 Monitor & control Techniques
 Schedule and cost monitoring sheets.
 Earned Value Management (EVM)
 Project Dashboards.

21. PROJECTPLANNING SUMMARYVIDEO

22. QUESTIONS ??