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Resource Guide 10 - Project Management
Resource Guide 10
Who should read this?
  • Chief Executives
  • Executive Directors
  • Project Leads
  • Training Leads

Before you get started

How to do it?
  • Understand the theory
  • Translate into practical disciplines and behaviours
  • Develop training for key staff
  • Practice skills and review regularly
Resources/Key Questions
  • What is the difference between Programmes and Projects?
  • When to use and when not to use a project approach?
  • How to define the (measurable) outcome(s) and work back to the present

Contents


Having defined the Programmes required to achieve the commissioning strategy (see Vision and Strategy, Commissioning sections) the next stage is to establish the operational activities required to achieve the service benefits. Research suggests that the most effective way to do this is to break down each programme into a series of projects and to apply a rigorous project management process to ensure timely delivery of service requirements.

The programme definition process should identify all the projects that need to be undertaken to ensure the success of the Whole System Commissioning process.Given the complexity of what needs to be achieved it is vital that it is clear for each project:

  • What needs to be achieved - the service benefits
  • The success criteria that will demonstrate that the outcome(s) has been achieved
  • The key activities
  • Who is responsible for which activities - responsibility matrix
  • Who needs to be involved - stakeholder management
  • When the various elements need to be delivered - the project plan
  • How the project can be completed - benefits realisation, review and project closure.

What is a project?

A project is a distinct set of co-ordinated activities with clearly defined start and end points. It has specific objectives within defined time, cost and performance parameters specified in the business case.

Essential characteristics of a successful project

  • A finite and defined lifespan
  • Clearly specified and measurable service outcomes to meet specific commissioning objectives
  • A corresponding set of activities to achieve the service outcomes
  • Defined resources to carry out the activities
  • A project organisational structure with defined responsibilities to manage the project

Why use a project management process?

Experience across public and private sector organisations has shown that projects are by their nature risky. The key risks are:

  • Failure to deliver a successful outcome
  • Late delivery
  • Cost overruns

The NHS has a number of examples of failed projects and has sought to tighten its approach to project management. The challenge for PCTs as relatively new organisations is how to quickly develop the skills and experience to run successful projects. Identify fundamental elements that must be in place:

  • External dependencies, identifying the elements that must be provided to the project so that it can continue but which the Project Management Team has no authority over and so cannot ensure delivery fits the project requirements
  • Planning assumptions concerning availability of resources, skills/competency requirements etc
  • The overall risk profile and how it will be addressed at each stage
  • How stakeholders will be involved.

 

5 ways in which projects fail

Check your PCTs commissioning projects against the list below:

  1. Failure to specify the project properly

    1. Stakeholders are not properly consulted or are not specific about their requirements

  2. Lack of ownership/personal accountability by a Director/Senior Manager

  3. Insufficient skilled and experienced personnel to deliver the project

  4. Inadequate reporting and decision-making processes

  5. Lack of understanding of

    1. specific project activities
    2. individual roles and responsibilities

 

6 ways in which project management leads to successful project delivery


  1. Design project structure and appoint to the roles
  2. Ensure delegation and responsibilities understood
  3. Establish communication and reporting processes
  4. Avoid overlaps
  5. Appoint the project management team
  6. Clarify scope and resources

    Defining roles and responsibilities

  • The essential roles


    Outline responsibility for each project will have been defined as part of the programme definition process as will the linkages with the PCT Senior Management Team and ultimately the Executive Director responsible for the overall programme. These linkages will define what can be decided within the management of each individual project and what needs to be referred up to senior management.

    For each project there needs to be a Project Manager who is responsible for leading, managing and co-ordinating the project team on a day-to-day basis. In coordinating the team the Project Manager needs to ensure that:

    • lines of reporting are kept as short as possible and very clear
    • delegation and individual responsibilities for decision-taking are clearly established at the outset and understood by everyone involved in the project
    • clear mechanisms exist for seeking and taking account of stakeholders' views.

     


    Project phases



    Project lifecycle


    Projects have three distinct phases:
    1. Preliminary - activities of start-up, scoping and defining what is required within a project plan
    2. Running - managing the project, broken down into appropriate stages
    3. Closure - the end of the project, together with assessments of how well the project was conducted and whether the expected benefits were achieved

    1. Defining a project plan
    The project plan provides a statement of how and when a project's objectives are to be achieved and lays out the major outcomes, milestones, activities and resources required on the project. It is used as a baseline against which to monitor project progress and cost stage by stage as well as providing planned project costs and identifying the management stages and other major control points.

    The elements of the plan are:

    • Project summary, giving a brief description of what the plan covers
    • Project prerequisites, defining any fundamental elements that must be in place at the start of the project and any that must remain in place for the project to succeed
    • External dependencies, identifying the elements that must be provided to the project so that it can continue but which the Project Management Team has no authority over and so cannot ensure delivery fits the project requirements
    • Planning assumptions concerning availability of resources, skills/competency requirements etc
    • The overall risk profile and how it will be addressed at each stage
    • How stakeholders will be involved


    These elements should be summarized in a written Project Plan, covering:

    • Project level Gantt chart or bar chart with identified management stages,e.g. milestones and control points
    • Descriptions of the service outcomes, defining what the project will deliver including the required quality level
    • Who is responsible for each element of delivery and who else they need to involve
    • The elements of the project level activity network including any dependencies
    • Definition of the resource requirement
    • Requested/assigned specific resources
    • Project level tolerance, for both time and budget as triggers for contingency plans and escalation processes
    • Contingency plans, explaining how it is intended to deal with the consequences of any risks that materialise
    Checklist : Project Management - Preliminary activities
    • Ensure aims of the project are specified, known and agreed
    • Appoint the project owner
    • Design project structure and appoint to the roles
    • Ensure delegation and responsibilities understood
    • Establish communication and reporting processes
    • Avoid overlaps
    • Appoint the project management team
    • Clarify scope resources responsibilities and plans



    2. Running a project

    The complexity and context for the project will determine whether the implementation phase of the project is carried out in a single stage or broken down into two or more stages so that appropriate levels of management control can be applied. In relation to the WSC it is likely that projects will have formal stages as these provide the Project and Programme Managers with the opportunity to review progress and make any necessary adjustments to timing or resources.

    Monitoring and data collection needs to be put in place to assist the evaluation of each stage of the plan. Based on the information received the Project Manager needs to assess whether the project is still on course and continues to align with the overall programme, the risks are under control, the business case itself is still viable and this data informs the decision as to whether the next stage should be undertaken, modified or even if the project should be terminated. A summary of the data needs to be presented to the Programme Manager and any higher level issues identified. Inputs from other projects may also inform the next stage of the project.

    Key techniques
    Stakeholder management
    Risk management
    Quality Management
    Benefits realisation


    3. Closing the project
    This stage of the project is concerned with ending a project in a controlled manner, whether this is because the project has gone to plan, or has been abandoned or failed. Crucial to this phase is the capturing of those things that went well and also those things that did not in a 'lessons learned' report. Each project should be evaluated to ensure that the outcome(s) really connect with the issues it was designed to solve. This evaluation should be systematic and related to the original project success criteria.


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