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The 40 Key
Competencies of Project Management
The APM Body of Knowledge identifies the
forty key competencies appropriate for Project Management. The Body of
Knowledge has been widely discussed with a range of other Professional
Bodies, Academics, Companies and practicing Project Managers and there
is wide spread consensus that the competencies are appropriate for
Managers in any industry.
The forty key competencies are summarized
below:
Part 1 - Project
Management
Systems management -- A
system is a high level definition of the various elements, both concrete
and less tangible, which comprise a viable entity. Systems management
comprises the prime activities of Systems Analysis, Systems Design and
Engineering and Systems Development.
1.2 Program Management
A Program (or program) is a specific
undertaking to achieve a number of objectives. The most common examples
of programs are development programs or large single purpose
undertakings consisting of a series of interdependent projects.
Project Management
Project Management is the planning,
organization, monitoring and control of all aspects of a project and the
motivation of all involved to achieve the project objectives safely and
within agreed time, cost and performance criteria.
Project Life Cycle
The Project Life Cycle is the sequence of
phases through which a project will pass from its conception to its
completion
Project Environment
The Project Environment is the context
within which the project is formulated, assessed and realised. It covers
all the external influences that are brought to bear on a project.
Project Strategy
Projects should have a high level
comprehensive definition of the way they are to be developed and
managed. This strategy should be established at the very early stages of
a project, be as comprehensive as possible and cover all the major
dimensions.
Project Appraisal
Project Appraisal is the discipline of
calculating the viability of the project. A factor which provides the
baseline for project appraisals throughout the life of the project is
the investment appraisal. Project viability is usually defined in
largely economic or financial terms. However, it is normally extended to
include issues such as environmental appraisal, health & safety and
certainty of performance.
Project Success /
Failure Criteria
Project Success/Failure Criteria is the
criteria upon which the relative success or failure of the project may
be judged. Three basic sets of criteria can be identified:
1) Those of the sponsoring organization
i.e. the owner or user;
2) The traditional or classic project
management one of on time, in budget, to specification.
3) The project participants
profitability
Integration
Integration is, in the opinion of most
management professionals, the key distinguishing function of the project
manager. Integration involves bringing people and things together to
perform effectively. Integration is co-ordination and control
1.10 Systems and
procedures
Every project should have a set of
systems and procedures detailing the standard methods, practices and
processes for handling frequently occurring events within the project.
These will cover management approvals, controls and technical
requirements. Systems will also cover methods of handling information
transfer, storage and retrieval.
1.11 Close out
The completion of work once the project
has been implemented. This is the phase at the end of the project
life-cycle just before Operations begin. Sometimes associated with this
is the period known as commissioning when all of the final checks and
adjustments are made prior to start up of the facility that has been
created.
1.12 Post Project
Appraisal
Post Project Appraisal, sometimes called
the Post Project Evaluation, completes the project management process
once the product is in use. It provides feed-back in order to learn for
the future. There are two main stages:
1) immediately, to apply the lessons
learned to the next project
2) A longer term review to determine
what, if any, adjustments should be made to company policies and
procedures.
Part 2 Organization and
People
2.1 Organization Design
Organizational design is the design of
the most appropriate organization structure for a project, including
definitions of roles and responsibilities of the participants. The three
basic kinds of structure are functional, project and matrix.
2.2 Control and
Co-ordination
Control is the process of establishing
targets and plans, measuring actual performance, comparing actual
performance against planned, and taking any necessary action to correct
the situation.
Co-ordination is the activity of ensuring
that the work being carried out in various organizations and places fit
together effectively, in time, content, and cost in order to achieve the
project objectives effectively.
2.3 Communication
Communication is the effective
transmission of information so that the recipient understands clearly
what the sender intends. Communication media may take several forms:
oral, written, textural, numerical, graphic, body language, paper,
electronic, etc.
2.4 Leadership
Management is defined as the art of
getting others to do what one cannot necessarily do oneself, by
organizing, planning, controlling and directing resources. Leadership is
getting others to follow.
2.5 Delegation
Delegation is the practice of getting
others to perform work effectively which one chooses not to do oneself
because of lack of time, competence or other reasons
2.6 Team Building
Team building is the ability to assemble
the right people to join the project team and to get everybody working
together for the benefit of the project.
2.7 Conflict management
Conflict Management is the art of
managing conflict creatively.
2.8 Negotiation
Negotiation is the art of achieving, to
the greatest extent possible, what it is that you wish from a
transaction, while leaving all parties to the negotiation sufficiently
content that the relationship subsequently works well.
2.9 Management
development
Management development covers all aspects
of staff planning, recruitment, development, training and assessment.
Part 3 - Processes and
Procedures
3.1 Work Definition
The definition of project work and
organization is achieved through the use of a Work Breakdown Structure (WBS)
and an Organization Breakdown Structure (OBS). (The OBS may be extended
to become a Task Responsibility Matrix.)
3.2 Planning
Every project should have an overall
plan, which will vary in size from a few pages for the simple project to
a whole volume for a large multi-discipline project. The Plan is owned
by the project manager and should include the why and what
(a guide to all subsequent decisions); the how (the project
strategy and standards) the when (the key dates and bar chart/
network milestones) and the who (the members of the project team,
client , consultants, contractors and other stakeholders with their
terms of reference, where appropriate). The planning process will
establish a baseline for the project.
3.3 Scheduling
Scheduling is selecting and applying the
most appropriate techniques for producing a program to meet the project
key dates and objectives.
3.4 Estimating
An estimate is a quantified assessment of
the resources required to implement part or all of a project. The
estimate usually begins as a quantification or measure of resource units
required which can then be translated into a financial budget using rate
tables or actual costs.
3.5 Cost control
Cost control is the discipline of
reconciling planned and actual money or man-hour figures to physical
parts of the project.
3.6 Performance
Measurement
Performance Measurement is the concept
used to represent physical progress achieved in relation to cost and
schedule performance by the means of introducing the calculation of
Earned Value.
3.7 Risk Analysis and
measurement
Risk Management is the process of
identification, assessment, analysis and management of all project
risks.
3.8 Value
Management
- Value Management in its broadest sense
may be defined as a structured means of improving business
effectiveness in line with broad business goals and includes the use
of management techniques such as Value Engineering and Value Analysis.
- Value engineering is the structured
application of a series of proven techniques during the concept and
design (or formative stages) of a project which has not yet been
implemented)
- Value analysis is the application of a
similar series of techniques to an existing product, process or
organization.
3.9 Change Control
Change Control is the process of
registering all potential improvements and other changes. (in scope,
specification, cost or schedule) and submitting them for analysis of the
project consequences should they be approved. Change Control is also
referred to as Variation Control.
The term Configuration Management
is also associated with change control. Configuration Management is an
extension of Change control, focusing on control of the technical
configuration of the project.
3.10 Mobilization
The initiation of project work typically
involves bringing together project personnel and securing equipment and
facilities. The term Project Start-Up is often used to cover the
same period. Start-Up however has a broader meaning, essentially
covering the creation of a project team (often involving deliberate
Organization Behavior techniques) built around the initial project
planning.
Part 4 - General
Management
4.1 Operations and
technical Management
Operations Management is the management
of the physical resources (usually labor, equipment and materials)
required for design and production whether the product be a manufactured
item or a service.
4.2 Marketing and Sales
Marketing is a matching process which
brings together the abilities of a company and the wants of its
customers to the greatest benefit of both parties. Sales is the process
of getting someone to buy the product or service being offered by the
company.
4.3 Finance
Finance in a project context essentially
covers the process of raising funds in the most prudent and favorable
way and of ensuring that the funding is provided, disbursed and
allocated efficiently. Management Accounting is the discipline of
allocating costs correctly to ensure that management has a clear view of
its current and forecast financial performance.
4.4 Information
Technology
Information Technology (IT) is the
technology, usually computer based, used to ensure that data is
gathered, stored, processed distributed and displayed in the most
effective manner
4.5 Law
The legal duties, rights and processes
which govern in a project situation. There are several different
categories of law. The most important include national legal systems,
such as the criminal law, but particularly company and commercial law,
employment laws, contract law, health and safety and other regulatory
requirements such as planning law, data protection, sexual and racial
discrimination building regulations, etc.
4.6 Procurement
Procurement covers aspects as follows; an
investment appraisal into the options available; procurement or
acquisition strategy; preparation of contract documentation;
acquisition, selection of suppliers; administration of contracts; and
storage, inspection, expediting and handling of materials and equipment.
4.7 Quality
Quality is assuring that required
standards of performance are attained. Three different stages of Quality
management are typically encountered:
- Quality Assurance (QA) defines the
procedures and documentation requirements to establish a
predetermined level of performance,
- Quality Control is the process of
measuring that a pre-defined level of performance has indeed been
achieved
- Total Quality Management is a much
broader and more ambitious process involving:
1) Identifying what (standards
performance, requirements) the customer really wants
2) Defining the organizations
mission
3) Involving all personnel in
identifying how (1) and (2) could be better achieved.
4) Designing in ways in which
performance could be improved
5) Measuring throughout the total
production process, how well performance meets these required
standards
6) Analyzing continually how
performance can be further improved.
4.8 Safety
Determining standards and methods which
minimize to a level considered acceptable by the lay public, the legal
system, the operators and others, the likelihood of accident or damage
to people and equipment. Ensuring that these standards are respected in
operation, and reviewing them to ensure their continued validity.
4.9 Industrial Relations
Management of the work-force, including,
but not limited to, statutory responsibilities and duties, negotiating
terms and conditions of pay and employment, union and non-union
relations, and manpower planning.
The Association for Project
Management (http://www.apmgroup.co.uk/theapm.htm)
Thornton House - 150 West Wycombe Road - High Wycombe
Buckinghamshire - HP12 3AE
Tel: 01494 440090 - Fax: 01494 528937
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