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Monitoring & Control and Performance Measures
Service Delivery stage -  Monitoring & Control phase ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Monitoring and Control Monitor and Control the Project Management Processes Monitor and Control the  Delivery Org. Mgmt Processes Manage the Integrated Project Plan “ MAKING SURE IT HAPPENS!” W D W
The voice of experience ,[object Object],[object Object],[object Object],But……. Then consider that…….
IPP Management Process Continuous Process Progress Report - Month # Actions Events that  occurred ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Manage Integrated Project Plan Work & Schedule Business Benefits Stakeholders Delivery Org. Benefits Scope Team Risks
Progress Reporting ,[object Object],[object Object],[object Object],[object Object]
HUD (or Traffic Light reporting) RED :  serious concerns  (threat to project success), urgent corrective action required, ongoing monitoring, escalate to management. YELLOW : situation is  not satisfactory , requires more attention / corrective actions, more frequent monitoring. GREEN : position is  satisfactory at the moment , continue to monitor in the normal way.
HUD - High Level status reporting
And for dealing with the detail….
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Performance Measures -  principles
Performance Measures -  examples ,[object Object],[object Object],[object Object],[object Object],Stakeholders Client managers are in attendance at 90%+ of mgt. meetings  (GREEN) Client managers are in attendance at 75-89% of mgt. meetings  (YELLOW) Client managers are in attendance at <75% of mgt. meetings  (RED)
For example….. Status : Commentary : One change request in this period, no impact on project scope.  Satisfactorily actioned within 3 days. Action : Continue weekly status review meetings with client + informal management of client expectations.

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7 monitor control-performancemeasurement

  • 1. Monitoring & Control and Performance Measures
  • 2.
  • 3.
  • 4.
  • 5.
  • 6. HUD (or Traffic Light reporting) RED : serious concerns (threat to project success), urgent corrective action required, ongoing monitoring, escalate to management. YELLOW : situation is not satisfactory , requires more attention / corrective actions, more frequent monitoring. GREEN : position is satisfactory at the moment , continue to monitor in the normal way.
  • 7. HUD - High Level status reporting
  • 8. And for dealing with the detail….
  • 9.
  • 10.
  • 11. For example….. Status : Commentary : One change request in this period, no impact on project scope. Satisfactorily actioned within 3 days. Action : Continue weekly status review meetings with client + informal management of client expectations.

Editor's Notes

  1. Picture source: Arttoday website
  2. A corrective action is any activity needed to bring expected future project performance into line with the integrated project plan. Identification of the corrective action should ensure that the root cause of the adverse variance or trend is addressed. For each project management key suggested corrective actions need to be identified to help close any gaps between the actual project performance and the planned performance. It is difficult to prescribe the specific actions needed to respond to gaps between plans and actual experience uncovered through the evaluation conducted in the previous step. Project complexities and dynamics require the careful exercise of judgement at this point. A response may range from doing nothing, to a complete overhaul of the project plan. In considering adjustments, the team leaders and project manager must be mindful of established parameters for authorizing change, and seek review and approval where the adjustment exceeds those parameters. When changes to the plan are required, the impact of the change should also be evaluated against the seven keys for project management. Once all seven keys have been considered, the recommendations for action should be consolidated across the project. This enables the identification of those activities that will produce the most beneficial outcome for the project. If the change to the plan is likely to affect an agreed milestone, particular caution is needed. Such key milestones should be viewed as fixed, though this does not mean they cannot be changed. Where it appears from progress reports that these dates will be missed, the approach should be re-evaluated before considering any slippage in the date. Having assessed all the proposed activities and agreed the activities to be undertaken, the integrated project plan is revised to reflect the new position. The revised integrated project plan is then communicated to the project team so that it can be put into action and used for ongoing monitoring and management. Whatever adjustments to the integrated project plan are determined, the project management team must identify what messages concerning the adjustments are needed, and then proceed to accomplish those communications. Ideally, the communications will address not only the changes, but also the rationale behind the change, so that the affected project participants can better understand and react to the change. When changes are made to the integrated project plan, it is important to keep the original as a baseline. The original plan provides a baseline for the comparison of costs, effort, and scheduled dates as the project progresses. When additional work beyond the original project scope is sanctioned through the change request mechanism, the plan should be revised with the new activities. The original plan and each modified plan must be dated and filed to provide a history of changes.
  3. Picture source: Arttoday website
  4. Picture source: Arttoday website
  5. Picture source: Arttoday website