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COMPREHENSIVE PROJECT PLANNING &
MANAGEMENT (PPM) PROGRAM
Introduction to project Circle Management
Dr Ramsey Lyimo (PhD)
MS TCDC , Tengru, Arusha, Tanzania April 2024
1
Introduction to Project Management
Project Management:
 Application of knowledge, processes, methods, skills and experiences for
successful accomplishment of the project objectives.
A Project
 An endeavour, undertaken to achieve planned objectives defined in terms
of outputs, outcomes or benefits
2
CORE COMPONENTS OF PROJECT
MANAGEMENT
The core components of project
management are:
I. Defining the reason why a project is necessary;
II. Capturing project requirements, specifying quality of the deliverables,
estimating resources and timescales;
III.Preparing a business case to justify the investment; (business case
provides justification for undertaking a project, programme or
portfolio, it evaluates the benefit, cost and risk of alternative options
and provides a rationale for the preferred solution)
IV.Securing corporate agreement and funding;
3
CORE COMPONENTS OF PROJECT
MANAGEMENT ...
The core components of project
management are:
vii. Leading and motivating the project delivery team;
viii. Managing the risks, issues and changes on the project;
ix. Monitoring progress against plan;
x. Managing the project budget;
ixi. Maintaining communications with stakeholders and the project
organisation;
xii. Provider management;( human &management skills for ensuring right
services are provided)
4
Introduction to Project Management ..
Program management
 Larger in range/scope than a project
 Made up of a number of projects
 Made up of a number of similar products
 Relatively longer life span
5
Introduction to project management…
 Rapidly changing environment and competitive developmental demands have
made organisations adopt an approach of management by projects,
 Main focus:- successful management and completion of projects.(results based)
6
7
Successful project: achieves the objectives
according to accepted criteria, within agreed
timescale and budget.
Benefits of the approach
 Project management saves time - properly planning a project and
considering all relevant factors which may affect its outcome
 Proven benefits - saves time and money - and generates a more
successful outcome provided guidelines are followed
8
Benefits of the approach …
 Goal clarity and measurement
 Resources will be coordinated
 Risks easily identified and managed
 Increased possibilities of time savings
 Increased possibilities of costs savings
 Increased possibilities of achieving the agreed outcome
 Increase possibilities to deliver projects successfully
9
Improved quality
 Decision-making routes and processes are clearly defined
 Deadlines, costs and resources are controlled systematically
All processes in the project management activity chain are coordinated to
ensure they remain in harmony with one another
 The result will enable ;
more speed
greater flexibility
improved quality
10
Importance of Project Management
 Managing a project without project management is like playing football without
a game plan
 Chances for winning ? ARE minimum !
11
Importance of Project Management ...
What is lacking ?
 A game plan for how to go about winning
 The coordinated execution of the game plan
 A process for revising the game plan based on how
the game progresses
In a project setting, these elements are provided by
Project management
12
Importance of Project Management ...
 Most project teams approach projects same way as the team
described above
 They get project assignment and start playing
 Get together when problem/ crisis arise
 Usually a lot of problems do arise because they are playing
without a plan
 When project is completed , they hope never to repeat same
experience
13
Importance of Project Management ...
Why do they do this ?
1. Not aware that there is a method to create a game plan
2. May be under mistaken impression that creating a game plan will
delay the project
The truth is ; Not taking time to plan may take the project longer
When you invest in planning you save time overall !
See Following fig
14
Importance of Project Management ...
15
Project Concepts
 Objectives/outputs/activities/inputs
 Project outcomes
 Target group
 Beneficiaries
 Stakeholders
16
Project Concepts …
 Project Activities: The complex array and sequence of technical tasks,
hopefully, yield the expected project outputs.
 Project Plan: Calculated sequence of decisions and action which are designed
to ensure that the technical, time and cost performance expectations are met.
 Stakeholders: those whose project’s outcomes matter ( positively /negatively
affected)
Parties who are involved either directly or indirectly.
17
PROJECT CYCLE MANAGEMENT
18
Project Cycle Management (PCM)
PCM
Is a methodology for the preparation, implementation and evaluation of projects
based on the principles of the logical framework approach
It describes management activities and decision-making procedures used
during the life cycle of a project (key tasks, roles and responsibilities, key
documents and decision options)
19
Project cycle management (PCM) ...
 Is useful in designing, implementing and monitoring a plan or a project
 A clear concise visual presentation of all the key components of a plan
and a basis for monitoring
 It clarifies:
 How the project will work
 What it is going to achieve
 What factors relate to its success
 How progress will be measured
20
The three PCM principles
 Decision making criteria defined at each phase
 The phases in the cycle are progressive
 Project identification part of structured feedback
21
PCM is result based
 PCM requires the active participation of key stakeholders and aims
to promote local ownership
 PCM incorporates key assessment criteria into each stage of the
project cycle
 PCM requires the production of good quality key documents in each
phase to support decision making
22
PCM helps to ensure that
 Projects are part of the country policy objectives
 Projects are relevant to the real problems of target groups /
beneficiaries
- Clearly identified stakeholders (primary target groups and final beneficiaries)
 Projects are feasible (objectives are realistic)
- Clearly defined coordination, management, financing arrangements, monitoring and
evaluation
 Benefits generated by projects are likely to be sustainable
23
Managing the scope of the project
 Project scope management constitutes 'the processes to ensure that the project includes all of the work
required, and only the work required, to complete the project successfully.‘
 Project scope has several purposes:
 It defines what work is needed to complete the project objectives
 It determines what is included in the project
 It serves as a guide to determine what work is not needed to complete the project objectives
 It serves as a point of reference for what is not included in the project
24
Project Cycle
 The project cycle is a theoretical concept.
 Project may or may not follow the sequence of steps from formulation to
evaluation of a development project.
 Steps are however a safe-guard.
 It is easier to identify problem areas or those that require more attention if the
cycle is followed.
25
Project management cycle
26
Identification
Preparation
Appraisal
Approval
Implementation
Evaluation
STEP 1: IDENTIFICATION
 Project identification is not easy.
 The shortage of an item does not mean a project to
produce that item should be formulated.
 Normally, extensive studies are required.
 The problem to be addressed has to be properly
stated.
 Problem tree analysis is a
tool commonly used in the
identification of problem
areas.
27
Identification ...
 There is no time period involved in identification.
 Its possible to have the same project but with different justifications.
 Elements of a problem can be used to establish the cause and effect relationship.
- Eg malnutrition will lead to something else.
 Projects can be identified from sector studies, donor reports, visits, national development plans, news
items, etc.
 Other sources:- macro analysis of needs, resources, technology, etc
28
STEP 2: PREPARATION
 Feasibility studies are prepared under this item.
 Involved project design
 Some organizations have a project preparation facility.
 Member countries can access this facility by requesting the Bank to undertake the studies
 Details in the study depend on the nature and type of project.
 All aspects of the project are studied
 Feasibility is the process of determining if the project can be implemented.
 Unsuitable projects are discontinued.
29
Preparation ...
 Feasibility studies should be
approached systematically and
deliberately:-
 Time spent on researching the
feasibility of a project is usually time
spent.
30
Preparation ...
 Findings of the feasibility will be
useful during other phases of the
project.
Note: The structure and format for
writing projects will differ from donor
to donor
 Preliminary design determine the
base for future decisions.
 Eg. concentrate on prevention,
treatment or care and support for
HIV/AIDS patients?
31
STEP 3: APPRAISAL
 This is the most widely misused term in projects management.
 Appraisal is the evaluation of the overall ability of the project to succeed.
 Appraisal is usually undertaken by the sponsoring or financing organisation.
 Some sponsors have rigid imposed procedures to be followed
 Appraisal process may require a comparative study to determine the merits
of one project over the other.
32
Appraisal ...
 Like in the feasibility study, numerous components of the project can be dealt with:
 Market
 Technical
 economic
 Financial
 Social
 Administrative/managerial
 Environmental
33
STEP 4: NEGOTIATION AND APPROVAL
 Project will have to be approved for funding
 Grant/loan conditions will have to be negotiated for.
 Other issues include project scope, cost, repayment period, interest rates, staff,
etc.
 Both parties have to agree/disagree.
 The organization operating the project and the sponsoring organisations will
have to agree on the modality of implementation.
34
STEP 5: IMPLEMENTATION
 Project will have to be implemented according to agreed schedules.
 These will include the cost, time schedule, activity scheduling, expected outputs,
staff recruited, etc.
 Problems ignored or not addressed in design stage will normally show during
project implementation.
 Monitoring is important at this stage.
35
Implementation ....
 Establish work programmes, financial programmes.
 Procurement of project items
 Supervision and control
36
STEP 6: EVALUATION
 Evaluation is the assessment to determine whether or not project objectives,
outputs, goals, etc have have attained.
 To what extent have we been able to control or manage the disease?
 It also assesses to what extent the project has been able to operate within the
budgeted resources.
 Issues of efficiency, effectiveness, sustainability, relevance and impact of the
project is assessed
37
Evaluation ...
 The types of evaluation may include:-
 continuous or mid term evaluation
Terminal evaluation
Impact evaluation
38
Evaluation ...
 Evaluations could be:-
Self evaluations
Independent evaluations
Joint evaluations
39

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A fresh look on projects: An introductory overview of project circle planning & managementpptx

  • 1. COMPREHENSIVE PROJECT PLANNING & MANAGEMENT (PPM) PROGRAM Introduction to project Circle Management Dr Ramsey Lyimo (PhD) MS TCDC , Tengru, Arusha, Tanzania April 2024 1
  • 2. Introduction to Project Management Project Management:  Application of knowledge, processes, methods, skills and experiences for successful accomplishment of the project objectives. A Project  An endeavour, undertaken to achieve planned objectives defined in terms of outputs, outcomes or benefits 2
  • 3. CORE COMPONENTS OF PROJECT MANAGEMENT The core components of project management are: I. Defining the reason why a project is necessary; II. Capturing project requirements, specifying quality of the deliverables, estimating resources and timescales; III.Preparing a business case to justify the investment; (business case provides justification for undertaking a project, programme or portfolio, it evaluates the benefit, cost and risk of alternative options and provides a rationale for the preferred solution) IV.Securing corporate agreement and funding; 3
  • 4. CORE COMPONENTS OF PROJECT MANAGEMENT ... The core components of project management are: vii. Leading and motivating the project delivery team; viii. Managing the risks, issues and changes on the project; ix. Monitoring progress against plan; x. Managing the project budget; ixi. Maintaining communications with stakeholders and the project organisation; xii. Provider management;( human &management skills for ensuring right services are provided) 4
  • 5. Introduction to Project Management .. Program management  Larger in range/scope than a project  Made up of a number of projects  Made up of a number of similar products  Relatively longer life span 5
  • 6. Introduction to project management…  Rapidly changing environment and competitive developmental demands have made organisations adopt an approach of management by projects,  Main focus:- successful management and completion of projects.(results based) 6
  • 7. 7 Successful project: achieves the objectives according to accepted criteria, within agreed timescale and budget.
  • 8. Benefits of the approach  Project management saves time - properly planning a project and considering all relevant factors which may affect its outcome  Proven benefits - saves time and money - and generates a more successful outcome provided guidelines are followed 8
  • 9. Benefits of the approach …  Goal clarity and measurement  Resources will be coordinated  Risks easily identified and managed  Increased possibilities of time savings  Increased possibilities of costs savings  Increased possibilities of achieving the agreed outcome  Increase possibilities to deliver projects successfully 9
  • 10. Improved quality  Decision-making routes and processes are clearly defined  Deadlines, costs and resources are controlled systematically All processes in the project management activity chain are coordinated to ensure they remain in harmony with one another  The result will enable ; more speed greater flexibility improved quality 10
  • 11. Importance of Project Management  Managing a project without project management is like playing football without a game plan  Chances for winning ? ARE minimum ! 11
  • 12. Importance of Project Management ... What is lacking ?  A game plan for how to go about winning  The coordinated execution of the game plan  A process for revising the game plan based on how the game progresses In a project setting, these elements are provided by Project management 12
  • 13. Importance of Project Management ...  Most project teams approach projects same way as the team described above  They get project assignment and start playing  Get together when problem/ crisis arise  Usually a lot of problems do arise because they are playing without a plan  When project is completed , they hope never to repeat same experience 13
  • 14. Importance of Project Management ... Why do they do this ? 1. Not aware that there is a method to create a game plan 2. May be under mistaken impression that creating a game plan will delay the project The truth is ; Not taking time to plan may take the project longer When you invest in planning you save time overall ! See Following fig 14
  • 15. Importance of Project Management ... 15
  • 16. Project Concepts  Objectives/outputs/activities/inputs  Project outcomes  Target group  Beneficiaries  Stakeholders 16
  • 17. Project Concepts …  Project Activities: The complex array and sequence of technical tasks, hopefully, yield the expected project outputs.  Project Plan: Calculated sequence of decisions and action which are designed to ensure that the technical, time and cost performance expectations are met.  Stakeholders: those whose project’s outcomes matter ( positively /negatively affected) Parties who are involved either directly or indirectly. 17
  • 19. Project Cycle Management (PCM) PCM Is a methodology for the preparation, implementation and evaluation of projects based on the principles of the logical framework approach It describes management activities and decision-making procedures used during the life cycle of a project (key tasks, roles and responsibilities, key documents and decision options) 19
  • 20. Project cycle management (PCM) ...  Is useful in designing, implementing and monitoring a plan or a project  A clear concise visual presentation of all the key components of a plan and a basis for monitoring  It clarifies:  How the project will work  What it is going to achieve  What factors relate to its success  How progress will be measured 20
  • 21. The three PCM principles  Decision making criteria defined at each phase  The phases in the cycle are progressive  Project identification part of structured feedback 21
  • 22. PCM is result based  PCM requires the active participation of key stakeholders and aims to promote local ownership  PCM incorporates key assessment criteria into each stage of the project cycle  PCM requires the production of good quality key documents in each phase to support decision making 22
  • 23. PCM helps to ensure that  Projects are part of the country policy objectives  Projects are relevant to the real problems of target groups / beneficiaries - Clearly identified stakeholders (primary target groups and final beneficiaries)  Projects are feasible (objectives are realistic) - Clearly defined coordination, management, financing arrangements, monitoring and evaluation  Benefits generated by projects are likely to be sustainable 23
  • 24. Managing the scope of the project  Project scope management constitutes 'the processes to ensure that the project includes all of the work required, and only the work required, to complete the project successfully.‘  Project scope has several purposes:  It defines what work is needed to complete the project objectives  It determines what is included in the project  It serves as a guide to determine what work is not needed to complete the project objectives  It serves as a point of reference for what is not included in the project 24
  • 25. Project Cycle  The project cycle is a theoretical concept.  Project may or may not follow the sequence of steps from formulation to evaluation of a development project.  Steps are however a safe-guard.  It is easier to identify problem areas or those that require more attention if the cycle is followed. 25
  • 27. STEP 1: IDENTIFICATION  Project identification is not easy.  The shortage of an item does not mean a project to produce that item should be formulated.  Normally, extensive studies are required.  The problem to be addressed has to be properly stated.  Problem tree analysis is a tool commonly used in the identification of problem areas. 27
  • 28. Identification ...  There is no time period involved in identification.  Its possible to have the same project but with different justifications.  Elements of a problem can be used to establish the cause and effect relationship. - Eg malnutrition will lead to something else.  Projects can be identified from sector studies, donor reports, visits, national development plans, news items, etc.  Other sources:- macro analysis of needs, resources, technology, etc 28
  • 29. STEP 2: PREPARATION  Feasibility studies are prepared under this item.  Involved project design  Some organizations have a project preparation facility.  Member countries can access this facility by requesting the Bank to undertake the studies  Details in the study depend on the nature and type of project.  All aspects of the project are studied  Feasibility is the process of determining if the project can be implemented.  Unsuitable projects are discontinued. 29
  • 30. Preparation ...  Feasibility studies should be approached systematically and deliberately:-  Time spent on researching the feasibility of a project is usually time spent. 30
  • 31. Preparation ...  Findings of the feasibility will be useful during other phases of the project. Note: The structure and format for writing projects will differ from donor to donor  Preliminary design determine the base for future decisions.  Eg. concentrate on prevention, treatment or care and support for HIV/AIDS patients? 31
  • 32. STEP 3: APPRAISAL  This is the most widely misused term in projects management.  Appraisal is the evaluation of the overall ability of the project to succeed.  Appraisal is usually undertaken by the sponsoring or financing organisation.  Some sponsors have rigid imposed procedures to be followed  Appraisal process may require a comparative study to determine the merits of one project over the other. 32
  • 33. Appraisal ...  Like in the feasibility study, numerous components of the project can be dealt with:  Market  Technical  economic  Financial  Social  Administrative/managerial  Environmental 33
  • 34. STEP 4: NEGOTIATION AND APPROVAL  Project will have to be approved for funding  Grant/loan conditions will have to be negotiated for.  Other issues include project scope, cost, repayment period, interest rates, staff, etc.  Both parties have to agree/disagree.  The organization operating the project and the sponsoring organisations will have to agree on the modality of implementation. 34
  • 35. STEP 5: IMPLEMENTATION  Project will have to be implemented according to agreed schedules.  These will include the cost, time schedule, activity scheduling, expected outputs, staff recruited, etc.  Problems ignored or not addressed in design stage will normally show during project implementation.  Monitoring is important at this stage. 35
  • 36. Implementation ....  Establish work programmes, financial programmes.  Procurement of project items  Supervision and control 36
  • 37. STEP 6: EVALUATION  Evaluation is the assessment to determine whether or not project objectives, outputs, goals, etc have have attained.  To what extent have we been able to control or manage the disease?  It also assesses to what extent the project has been able to operate within the budgeted resources.  Issues of efficiency, effectiveness, sustainability, relevance and impact of the project is assessed 37
  • 38. Evaluation ...  The types of evaluation may include:-  continuous or mid term evaluation Terminal evaluation Impact evaluation 38
  • 39. Evaluation ...  Evaluations could be:- Self evaluations Independent evaluations Joint evaluations 39