This proposal from Project Aid Consultants outlines their project team and services to improve Bombardier's project management infrastructure. If selected, Project Aid would audit Bombardier's current practices, identify gaps, and provide customized training and solutions to establish a stronger project management foundation. Their approach involves on-site work with Bombardier teams to fully understand their environment and ensure the right experts address each need area to deliver lasting benefits.
McGill Project Team Proposal for Bombardier Aviation_20150226
1.
PROPOSAL
for
Bombardier
Aviation
Project
Aid
Consultants
-‐
Project
Team:
Lynn
Ashworth
–
Project
Manager
Leslie
Matthew
–
Scope
Manager
Cindy
Chan
–
Training
Manager
Tanya
Gravel
–
Project
Coordinator
Nezar
Matta
–
Risk
Manager
Leandro
Eduardo
Cantelli
–
Finance
Manager
Project
Proposal
Submitted
on:
February
5th
,
2015
2.
Project
Aid
Consultants
-‐
PROPOSAL
for
Bombardier
Aviation
Page
1
Table
of
Contents
1.
Introduction
.........................................................................................................................................
1
2.
Summary
..............................................................................................................................................
1
3.
Goals
and
Objectives
............................................................................................................................
2
4.
Assessments
&
Solutions
......................................................................................................................
2
5.
Service
Packages
–
Scope
of
Work
.......................................................................................................
4
a.
Service
Packages
Offered
.................................................................................................................
4
b.
Deliverables
......................................................................................................................................
4
c.
Change
Management
.......................................................................................................................
4
6.
Timetable
.............................................................................................................................................
5
7.
Budget
..................................................................................................................................................
5
a.
General
.............................................................................................................................................
5
b.
Labour
..............................................................................................................................................
5
c.
Packages
Offered
..............................................................................................................................
6
8.
Roles
&
Responsibilities
.......................................................................................................................
7
Appendixes
..................................................................................................................................................
9
Appendix
A:
Project
Proposal
Approval
.......................................................................................................
9
Appendix
B:
Change
Management
Tracking
Log
.......................................................................................
11
Appendix
C:
Change
Request
Form
...........................................................................................................
11
Appendix
D:
Budget
Details
.......................................................................................................................
12
Appendix
E:
RACI
Chart
..............................................................................................................................
13
Appendix
F:
Example
of
a
Risk
Log
and
Matrix
..........................................................................................
14
Appendix
G:
Endnotes
...............................................................................................................................
19
3.
Project
Aid
Consultants
-‐
PROPOSAL
for
Bombardier
Aviation
Page
1
1. Introduction
The
Project
Aid
Consultants
Team
is
comprised
of
a
group
of
professionals
who
have
expertise
in
various
fields
including
Human
Resources,
Information
Technology,
and
Finance,
in
addition
to
specializing
in
Project
Management.
Our
consulting
team
was
founded
in
September
2014
and
our
office
is
located
in
Montreal,
Quebec.
We
are
in
the
process
of
opening
a
second
location
in
Toronto,
Ontario
in
2015.
We
are
technology-‐minded
business
people
with
a
strong
knowledge
of
implementing
project
management
in
organizations
with
or
without
a
project
management
infrastructure.
Our
focus
is
to
ensure
that
our
clients
receive
the
very
best
tools
and
knowledge
thus
aiding
them
in
their
Project
Management
success.
We
are
also
a
PMI
Registered
Education
Provider
(R.E.P.).
The
Project
Aid
Consultants
Team
provides
a
wide
range
of
customizable
professional
consulting
services
to
fit
our
clients’
needs.
We
offer
our
clients
an
option
to
combine
services.
For
example,
to
implement
a
Project
Management
Organization,
we
will
first
conduct
an
assessment
of
your
company's
level
of
project
management.
Based
on
the
findings
of
the
assessment,
a
client
may
then
select
a
PMO
solution
and
PM
foundation
training
for
their
IT
resources
to
introduce
the
best
practices
for
the
organization.
The
training
packages
we
offer
also
provides
different
levels
of
assistance
for
upper
management,
project
managers,
and
mid-‐level
employees.
2. Summary
This
project
will
establish
improvements
to
the
existing
project
management
infrastructure
at
Bombardier
Canada.
As
Project
Management
experts,
we
take
on
the
role
of
project
champions
on
behalf
of
our
clients
whom
look
towards
improving
their
internal
project
management
processes
and
procedures.
Depending
on
the
type
of
package
the
client
purchases,
the
Project
Aid
Consultants
team
will
audit
(to
varying
degrees)
existing
practices
in
the
clients’
project
management
environment
to
look
for
gaps
and
issues
in
project
processes
and
deployments
in
order
to
tailor
the
solution
package.
It
is
through
our
findings
that
we
are
able
to
determine
which
of
our
consultants
will
be
recruited
to
the
project.
Every
client
has
different
needs,
therefore
we
ensure
that
we
are
only
sending
the
appropriate
resources
to
you
to
ensure
that
the
right
expert
leads
their
respective
sections.
Our
belief
is
that
our
clients
benefit
the
most
when
they
are
left
to
work
in
their
own
environment
which
is
why
we
design
our
processes
and
training
to
take
place
at
our
clients'
offices.
It
is
beneficial
to
everyone
that
we
gain
a
solid
understanding
of
our
clients'
project
management
practices
and
environment
by
allowing
our
consultant
team
to
work
side
by
side
with
those
who
will
benefit
the
most
from
our
services.
Our
team
is
equipped
to
work
in
the
field
and
are
seasoned
in
multi-‐cultural
4.
Project
Aid
Consultants
-‐
PROPOSAL
for
Bombardier
Aviation
Page
2
settings
as
we
are
not
diversely
cultural
but
many
of
us
come
with
years
of
work
experience
outside
of
Canada
including
but
not
limited
to
Europe,
Asia
and
the
Middle
East.
3. Goals
and
Objectives
Project
Aid
Consultants'
Project
Team,
PMI
Registered
Education
Provider
(R.E.P.),
will
provide
Bombardier’s
upper
management
and
all
relevant
project
management
members
the
proper
tools,
training,
coaching
and
guidance
in
project
management,
according
to
the
business
needs.
Our
service
will
allow
the
executive
management,
project
and
program
managers
to
be
more
efficient
and
better
equipped
for
the
challenges
of
the
constantly
evolving
business
environment.
No
matter
for
the
recovery
of,
for
example,
the
C-‐Series
or
upcoming
projects,
our
program
will
allow
Bombardier
to
decrease
the
%
of
challenged
projects,
in
the
Aerospace
division,
which
are
projects
that
meet
one
of
the
following
criteria:
• Budget
exceeded
by
15%
• Delivered
more
than
60
days
late
• Major
scope
not
delivered
As
mentioned
previously,
simply
by
analysing
the
C-‐Series
project,
the
risk
and
scope
management
are
areas
that
seek
improvement
in
project
management
at
Bombardier
Aviation.
The
problematic
areas
are
causing
the
organization
significant
financial
issues,
talent
loss,
but
major
damage
to
its
brand
and
reputation
among
their
field.
4. Assessments
&
Solutions
Our
clients
rely
on
our
expertise
therefore;
we
work
the
process
of
auditing
our
client’s
present
project
management
structures
and
evaluate
our
client’s
current
project
management
processes
in
order
to
identify
gaps
and
problems.
These
evaluations
are
used
to
create
tools,
processes,
training
programs
and
supporting
documentation
to
help
ensure
that
our
clients
are
equipped
for
better
management
of
present
and
future
projects.
Bombardier
Aviation
is
a
global
presence
with
a
work
force
of
over
75,000
employees.
The
offices
of
Bombardier
span
the
globe,
with
multicultural
staff
working
on
the
same
projects.
As
a
global
leader
and
the
only
manufacturer
of
both
planes
and
trains,
project
management
is
not
a
new
phenomenon.
However,
as
seasoned
as
Bombardier
is
in
project
management,
there
is,
like
all
things
in
life,
room
for
improvement.
Often
times,
an
overhaul
of
the
Project
Management
Office
is
not
needed,
instead,
our
clients
may
need
a
restructuring
of
processes
and
retraining
for
staff.
5.
Project
Aid
Consultants
-‐
PROPOSAL
for
Bombardier
Aviation
Page
3
Our
Consultancy
Team
observed
the
very
public
setbacks
of
the
C-‐Series
which
have
been
ongoing
for
two
years.
There
were
setbacks,
a
failed
six
month
attempt
at
a
Project
Management
Consultancy
Team
to
repair
problems
in
the
project’s
life
cycle
and
the
increasing
costs
of
which
were
not
forecasted
in
the
budget.
The
findings
of
the
lack
of
or
problematic
project
management
structures
are:
• Lack
of
standardization
across
Project
Management
application
landscape
and
processes
• Undefined
or
under
defined
Risk
Management
• Undefined
or
under
defined
Scope
Management
• No
Work
Base
Structure
• Budget
restrictions
for
Project
Management
The
solutions
we
provide
are:
• Improve
PM
application
landscape
by
standardising
systems
and
processes
• Provide
proper
tools,
training,
coaching
and
guidance
in
project
management
• Bring
specialized
skills
and
knowledge
to
assist
Bombardier
in
making
the
best
possible
business
decisions
and
to
achieve
organizational
objectives
• Re-‐create
a
clear
implementing
mitigation
and
contingency
plans
• Offer
a
variety
of
packages
to
meet
a
company’s
budget
6.
Project
Aid
Consultants
-‐
PROPOSAL
for
Bombardier
Aviation
Page
4
5. Service
Packages
–
Scope
of
Work
a. Service
Packages
Offered
b. Deliverables
The
Project
Aid
Consultants
-‐
Project
Team
will
create
tools
and
documentation
which
will
include
the
following:
• Process
analysis,
redesign,
and
implementation.
• Introduction
of
quality
methods.
• Cost-‐optimization.
• Supplier
evaluation.
• Project
management
and
planning.
• Manufacturing
optimization.
• Analyze
given
situations,
define
and
implement
solutions.
• Support
our
clients
methodically,
conduct
and
moderate
workshops
and
actively
drive
changes.
c. Change
Management
Any
proposed
changes
during
the
project
must
be
reviewed
and
approved
by
the
project
manager
and/or
the
sponsor.
When
changes
impact
the
critical
path
or
the
budget,
the
LEVEL Service Bronze Silver Gold
In
depth
Analysis
of
current
PM
practices,
processes
and
knowledge
further
detailing
problem
areas.
ü ü ü
Develop
detailed
PM
improvement
plan
tailored
to
clients
needs
ü ü ü
Restructure
PMO
to
emphasize
standardization
Provide
advanced
PM
training
for
problem
areas
ü ü ü
SYSTEM
Implement
new
and
improved
processes
Standardize
processes
and
practices
Research
and
recommendation
of
PM
software
ü ü
INDIVIDUAL
Train
Individuals
in
new
standardized
PM
processes
and
software
Provide
education
on
PM
Concepts
and
PM
value
added
ü
ORGANIZATIONAL
7.
Project
Aid
Consultants
-‐
PROPOSAL
for
Bombardier
Aviation
Page
5
sponsor
approval
is
needed.
Changes
will
be
proposed
in
accordance
with
the
project’s
change
control
process.
All
changes
must
be
documented
as
they
are
made
and
project
documents
must
be
updated
accordingly.
The
change
management
log
and
change
request
form,
found
in
Appendix
B
and
Appendix
C,
are
fundamental
documentations
for
the
purpose
of
tracking
changes
throughout
the
progress
of
the
project.
(Note:
The
change
management
log
and
change
request
form
is
a
suggested
template.
If
need,
the
templates
can
be
modified
to
tailor
the
project
needs).
6. Timetable
Timetable
–
varies
per
selected
package.
Bronze
Package
6
months
duration.
Silver
Package
12
months
duration.
Gold
Package
18
months
duration.
7. Budget
a. General
The
budget
quoted
below
is
commensurate
with
the
key
activities
described
in
this
proposal.
20%
initial
is
required
due
the
contract
signed
regardless
of
the
package
chosen.
The
remaining
amount
will
be
billed
monthly
according
to
the
duration
of
the
project.
8.54%
of
Administrative
expenses
are
included
for
each
package
offered,
including
cost
for
processing
account
transactions,
invoices,
bank
fees,
external
research,
and
other
services
included.
b. Labour
All
positions
are
full-‐time
equivalent
unless
noted
otherwise
in
the
descriptions.
Details
of
wages
are
included
in
Appendix
D
–
Budget
Details.
8.
Project
Aid
Consultants
-‐
PROPOSAL
for
Bombardier
Aviation
Page
6
c. Packages
Offered
Bronze
$
359,239.92
06
months’
duration
20.9%
ROI
Silver
$
718,479.84
12
months’
duration
26.4%
ROI
Gold
$
1,077,719.76
18
months’
duration
28.8%
ROI
• This
proposal
does
not
include
computers,
furniture,
and
installation
to
the
Project
Management
team
at
Bombardier.
• Travel,
meal
and
accommodation
expenses
will
not
be
included
in
the
hourly
rates
and
will
be
billed
separately.
• Any
proposed
changes
to
the
scope
or
duration
may
impact
in
the
cost
proposal.
• All
figures
are
in
current
CAD
dollars.
9.
Project
Aid
Consultants
-‐
PROPOSAL
for
Bombardier
Aviation
Page
7
8. Roles
&
Responsibilities
Below
is
a
breakdown
of
the
primary
responsibilities
of
each
role.
It
is
assumed
that
all
team
members
work
in
collaboration
with
the
client
to
ensure
goals
and
objectives
are
clearly
identified
and
met
through
the
implementation
stages.
Project
Manager
• Define
the
scope
of
the
project
in
collaboration
with
the
sponsor
and
project
team.
• Create
a
detailed
work
plan
which
identifies
and
sequences
the
activities
needed
to
successfully
complete
the
project
• Determine
the
resources
(time,
money,
equipment,
etc.)
required
to
complete
the
project.
• Develop
a
schedule
for
project
completion
that
effectively
allocates
the
resources
to
the
activities
• Determine
the
objectives
and
measures
upon
which
the
project
will
be
evaluated
at
its
completion
• In
collaboration
with
the
Implementation
manager,
recruit
and
select
staff
with
appropriate
skills
for
the
project
• Manage
budget
• Manage
the
project
team
and
coordinate
with
the
Implementation
Manager
for
the
SME
team.
• Monitor
project
advancement
to
ensure
all
milestones
are
completed
on
time
• Provide
monthly
project
updates
to
sponsor
and
periodic
updates
to
stakeholders
• Resolve
issues
when
needed
• Change
management
• Approve
timesheets
of
the
project
team
Scope
Manager
• Defines
and
controls
the
project
scope
• Allows
for
the
project
team
to
create
and
implement
processes
which
will
define
what
is
included
in
the
project
• Allows
for
the
Scope
Manager
to
weigh
and
address
factors
which
could
cause
changes
in
the
project’s
life
span
• Monitoring
and
Control
of
scope
throughout
project
life
cycle
• Creates
the
WBS
(Work
Breakdown
Schedule)
10.
Project
Aid
Consultants
-‐
PROPOSAL
for
Bombardier
Aviation
Page
8
Risk
Manager
• Conduct
risk
analysis
• Monitor
risk
throughout
implementation
phase
• Identify
risk
and
escalate
to
the
Project
Manager
when
needed
• Maintain
Risk
Log
up
to
date
Finance
Manager
• Financial
analysis
for
propositions
• Monitor
budget
throughout
implementation
phase
• Invoice
and
billing
management
Project
Coordinator
• Assist
PM
in
the
project
planning
and
scheduling
• Produce
advancement
reports
• Maintain
the
project
plan
up
to
date
• Timesheets
follow
up
when
needed
• Escalate
issues
or
abnormal
events
to
project
manager
• Perform
acceptance
testing
on
newly
installed
or
updated
systems
11.
Project
Aid
Consultants
-‐
PROPOSAL
for
Bombardier
Aviation
Page
9
Appendixes
Appendix
A:
Project
Proposal
Approval
The
undersigned
acknowledge
they
have
reviewed
the
Project
Proposal
for
Bombardier
Aviation
and
agree
with
the
approach
it
presents.
Changes
to
this
Project
Proposal
will
be
coordinated
with
and
approved
by
the
undersigned
or
their
designated
representatives.
Signature:
Date:
Print
Name:
Pierre
Beaudoin
Title:
Bombardier
Inc.
CEO
Role:
Project
Sponsor
Signature:
Date:
Print
Name:
Lynn
Ashworth
Title:
Project
Manager
Role:
Project
Aid
Consultants
-‐
Project
Team
Member
Signature:
Date:
Print
Name:
Leslie
Matthew
Title:
Scope
Manager
Role:
Project
Aid
Consultants
-‐
Project
Team
Member
12.
Project
Aid
Consultants
-‐
PROPOSAL
for
Bombardier
Aviation
Page
10
Signature:
Date:
Print
Name:
Nezar
Matta
Title:
Risk
Manager
Role:
Project
Aid
Consultants
-‐
Project
Team
Member
Signature:
Date:
Print
Name:
Cindy
Chan
Title:
Training
Manager
Role:
Project
Aid
Consultants
-‐
Project
Team
Member
Signature:
Date:
Print
Name:
Leandro
Eduardo
Cantelli
Title:
Finance
Manager
Role:
Project
Aid
Consultants
-‐
Project
Team
Member
Signature:
Date:
Print
Name:
Tanya
Gravel
Title:
Project
Coordinator
Role:
Project
Aid
Consultants
-‐
Project
Team
Member
13.
Project
Aid
Consultants
-‐
PROPOSAL
for
Bombardier
Aviation
Page
11
Appendix
B:
Change
Management
Tracking
Log
Issue
Date
Name
of
Submitter
Title
of
Change
Request
Impact
and
Deliverables
Affected
Date
of
Completion
Notes
and
Recommendations
Appendix
C:
Change
Request
Form
Change
Request
Details
Date:
Title
of
change
Request:
Name
of
Change
Request
Submitter:
Submitter's
Title:
Submitter's
Phone
#
and
email:
Description
of
the
Requested
Change:
Priority
Level:
15.
Project
Aid
Consultants
-‐
PROPOSAL
for
Bombardier
Aviation
Page
13
Appendix
E:
RACI
Chart
The
following
RACI
chart
shows
the
relationship
between
project
tasks
and
team
members.
Sponsor
PM
BA
Project
Coordinator
Risk
Manager
Training
Manager
Finance
Manager
Research
Manager
Gather
PM
requirements
for
toll
system
(interview
sponsor
and
key
stakeholders)
C
A
R
C
Research
and
analysis
on
PM
tools,
resources,
documentation
C,
A
C
C
R
C
R
Recommendation
report
I
R,
A
C
C
C
C
Package
Implementation
R
C,
A
C
I
I
I
I
RFP
for
Project
Management
Training
R,
A
C
C
R
C
Implementation
Planning
I
R,
A
I
C
C
C
Implementation
execution
I
A,
C
I
I
I
I
• R:
Responsible-‐
Person
working
on
activity
• A:
Accountable
-‐
Person
with
decision
authority
• C:
Consult
-‐
Key
Stakeholder
who
should
be
included
in
decision
or
work
activity
•
I:
Inform
-‐
Needs
to
know
of
decision
or
action
16.
Project
Aid
Consultants
-‐
PROPOSAL
for
Bombardier
Aviation
Page
14
Appendix
F:
Example
of
a
Risk
Log
and
Matrix
Date
Created
Risk
Number
Severity
Description
Probability
of
Occurrence
Risk
Area
Risk
Symptoms
Risk
Response
Date
Closed
12
High
Project
delays
due
to
engine
problems
Likely
Engineering
Testing
on
short
to
medium-‐haul
aircraft/engi
ne
problems,
breakdowns
4
Moderate
Possibility
of
delaying
of
the
release
of
the
product
Likely
Finance
Delay
of
releasing
the
product
has
a
knock
on
effect
of
recovering
earnings
9
High
Percentage
of
test
schedule
consumed
with
lower
percentage
of
planned
flight
hours
Likely
Budget/
Finance/HR
Schedule
will
supersede
budgeted
hours
17.
Project
Aid
Consultants
-‐
PROPOSAL
for
Bombardier
Aviation
Page
15
Date
Created
Risk
Number
Severity
Description
Probability
of
Occurrence
Risk
Area
Risk
Symptoms
Risk
Response
Date
Closed
9
High
Inability
to
secure
a
planned
operator
or
targeting
regional
markets
Likely
Marketing
No
purchase
orders
4
Moderate
Investing
more
than
originally
budgeted
for
to
complete
production
and
testing
Likely
Finance
Going
over
budget
4
Moderate
Inadequate
funds
due
to
mismanagement
of
budget
Likely
Finance
Higher
revenue
needed
to
support
the
project
18.
Project
Aid
Consultants
-‐
PROPOSAL
for
Bombardier
Aviation
Page
16
Date
Created
Risk
Number
Severity
Description
Probability
of
Occurrence
Risk
Area
Risk
Symptoms
Risk
Response
Date
Closed
1
Low
Suspending
/
canceling
the
project
Unlikely
Planning/
Upper
Management
Lack
of
Support
3
Low
Identify
the
probability
if
the
prototype
architecture
fails
to
pass
governance
process
Unlikely
Engineering/
Manufacturing
Design
failure
3
Low
Failure
to
reach
an
agreement
with
Transport
Canada
Civil
Aviation
(TCCA)
Likely
Authority/PR
Change
of
regulation
19.
Project
Aid
Consultants
-‐
PROPOSAL
for
Bombardier
Aviation
Page
17
Date
Created
Risk
Number
Severity
Description
Probability
of
Occurrence
Risk
Area
Risk
Symptoms
Risk
Response
Date
Closed
6
Moderate
Inadequate
project
streamline
Likely
Project
Management
Failure
on
any
area
of
project
management
4
Moderate
Lack
of
management
control
Likely
Project
Management
Resource
Constraints
4
Moderate
Project
cost
planning
risk
Likely
Budget
/Finance
Inaccurate
cost
estimates
and
forecasts
9
High
Risk
of
fluctuating
exchange
rates
Imported
equipment/parts
costs
are
incurred
in
foreign
currencies
Likely
Finance
Exchange
Rate/Inflatio
n/Economic
downturn
20.
Project
Aid
Consultants
-‐
PROPOSAL
for
Bombardier
Aviation
Page
18
Date
Created
Risk
Number
Severity
Description
Probability
of
Occurrence
Risk
Area
Risk
Symptoms
Risk
Response
Date
Closed
4
Moderate
Extended
time
between
establishment
phase
to
profitability
Likely
Marketing/
Finance
Budget
Deficit/Slow
Marketing
4
Moderate
Return
On
Investment
not
forecasted
accurately
Likely
Stock
Market
Fluctuating
share
price
1
Low
Taxpayer
contributions
through
Federal
/
Provincial
Governments
Likely
PR
Impact
on
election
time
results
21.
Project
Aid
Consultants
-‐
PROPOSAL
for
Bombardier
Aviation
Page
19
Appendix
G:
Endnotes
http://www.ic.gc.ca/eic/site/ae-ve.nsf/eng/03649.html
http://www.canadianbusiness.com/companies-and-industries/bombardiers-cseries-problem-in-
one-chart/
https://www.ic.gc.ca/eic/site/ae-ve.nsf/eng/03704.html
http://www.canadianbusiness.com/companies-and-industries/shhhhh/
http://www.pmi.org/Business-Solutions/~/media/PDF/Case%20Study/HP_case_study.ashx