1MeasureProjectandClientManagementFrameworkPlanning,Proposal,andArrangementPlanning,Proposal,andArrangementProjectEvaluationandWrap-UpProjectEvaluationandWrap-UpWorkManagementWorkManagementPeoplePeopleFinancialManagementFinancialManagementClientRelationsClientRelationsUpdatePlanExecuteCommunicateLeadBuildTeamNegotiateManageConflictMeasure2Planning,Proposal,andArrangementKeyTasks⬛Identifytheclientopportunityandproposedapproach⬛Developaprojectworkplanandestimateoffeesandexpenses.InvolvepotentialAAprojectteammembersandclientpersonnelintheplanningprocess.⬛Definetheskillsrequiredontheproject,profileofeachteammemberrequired,andtheorganizationalstructuretobeproposed.⬛Iftheproposedprojectisrisky,hasquestionablebenefits,ortheclientrequiresahardcost/benefitjustificationtoproceedwiththeproject,estimatethecost/benefitcase.⬛Prepareandpresenttheproposal.⬛AgreeonthearrangementwiththeclientandobtainclientcommitmentintheformofasignedArrangementLetter.DonotbeginworkwithoutasignedArrangementLetterKeyTools⬛QuestionnairesforInitialClientMeetings⬛AABCRiskSMARTBCQAForm⬛ProjectManagementSoftwarePackage⬛WorkManagementandFinancialSpreadsheet⬛SkillsAssessmentMatrix⬛ProposalToolboxonLotusNotes⬛BCKnowledgeSpaceforsampleproposalsRequiredDeliverables⬛AABCRiskSMART⬛SummaryofFeesandExpensesWorksheet⬛BusinessConsultingProposalPackage⬛Proposal/ArrangementQAReviewChecklist⬛ArrangeletterwithTermsandConditions(T&CsometimesoverriddenbyConsultingServicesAgreement)3WorkManagementKeyTasks⬛Revisetheprojectworkplanincluding:•Tasks•Deliverables•Resourceassignments•Estimatesofeffortforeachtask⬛Includetheentireprojectteamintheworkplanning,estimating,andassignmentprocess.⬛Usetheworkplan.Donotjustfileit.⬛Trackactualprogressbysolicitingactualtimeworkedfromeachprojectteammemberweeklyorbiweekly.⬛Identifybudget,schedule,andefficiencyvarianceandtakeappropriateaction.⬛Defineprojectriskswiththeclientandaplanacourseofactionshouldtheyoccur.KeyTools⬛ProjectManagementSoftwarePackage.⬛WorkManagementandFinancialSpreadsheet.⬛ActivityTurnaroundDocuments.⬛VarianceReports.⬛ProjectTrackertodo’s,issues,notestrackingsystem.RequiredDeliverables⬛Workplan⬛WorkingPapers⬛OngoingQAReviewChecklist(requiredforhighandmaximumriskengagements)4PeopleKeyTasks⬛Staffproject.⬛Defineroles,responsibilities,andexpectations.⬛Conductprojectkick-offmeeting.⬛Coachteammembers⬛Evaluateteammembers’performance.KeyTools⬛UpdatedSkillsMatrix.⬛BCCompetencyModel.RequiredDeliverables⬛RolesandResponsibilitiesdocument.⬛PersonnelEvaluations5FinancialManagementKeyTasks⬛Performthefollowingatleastonceamonth:•Reviewthefinancialbudgetstatusandactonvarianceifnecessary•ReconciletheJobSummaryandcorrecterrors•FollowuponUnbilledAgingappearingontheJobSummary•Followuponoutstandingreceivables⬛Tracktimeandfeesincurredagainsttheproject,notjusttimeKeyTools⬛WorkManagementandFinancialSpreadsheetRequiredDeliverables⬛Clientbillandrelatedaccountingforms6ClientRelationsKeyTasks⬛Understandclientexpectations⬛Developacommunicationplan.⬛Enablechange.⬛Communicateissues,scope,andstatus.KeyTools⬛ChangeEnablementframeworkandtoolsintheBCKnowledgeSpace.⬛OngoingQAReviewChecklist.⬛ClientSatisfactionSurvey.RequiredDeliverables⬛ProjectStatusReport.⬛OngoingQAReviewChecklist(requiredforhighandmaximumriskengagements).⬛ClientSatisfactionSurvey(requiredforprojectexceeding100AAdaysor$100,000).7ProjectEvaluationandWrap-UpKeyTasks⬛Completewrapupadministrationchecklist.⬛Measureclientsatisfaction.⬛Conductprojectteamdebriefmeeting/lessonslearned.⬛WriteProjectCaseStudy,EngagementLessonsLearned,andProjectCompletionLettertotheclient.⬛Conductalongtermprojectresultsvisitaftertheprojectiscomplete.⬛Completeremainingpersonnelevaluations.⬛IncludeProjectCaseStudyandEngagementLessonsLearnedinBCKnowledgeSpace.KeyTools⬛ProjectWrapUpAdministrationChecklist.⬛ClientSatisfactionSurvey.RequiredDeliverables⬛ProjectCaseStudy.⬛ProjectCompletionLettertotheClient.⬛EngagementLessonsLearned.⬛ClientSatisfactionSurvey(requiredforprojectexceeding100AAdaysor$100,000innetfees).
