Political pressure: Often, estimators come under pressure to reduce their estimates so that some timescale or budgetary constraint can be met. Resisting this requires a certain amount of willpower but it can be made easier if the estimates have been developed on sound principles, so that the argument does not degenerate into one person’s guess against another’s.
Chapter 10 Scheduling and resourcing
Q1 Explain the difference between effort and elapsed time. What is the significance of this difference for project planning purposes?
Effort is the total volume of work involved in a task and is best thought of as how long it would take to accomplish if one person were assigned to it. Elapsed time, on the other hand, is how long the task will take from start to finish and this will depend on the effort involved, how many people are assigned to the task and what delays or external dependencies are involved. (Creating and correcting an interview report may, for instance, involve half a day’s effort but take two weeks’ elapsed time because the interviewee is slow to review the document and send back corrections.) In planning, estimates usually (and rightly) focus on effort but, when transferring the estimates to the schedules (the dependency network and bar chart), elapsed time also has to be considered. In particular, issues like fixed ‘lead times’ for obtaining equipment have to be taken into account.
Q2 Scheduling a project involves understanding the degree to which project tasks can be partitioned. What is meant by this term and what effect does partitioning have on the scheduling process?
‘Partitioning’ means that a task can be split between more than one person. If, say, it takes one man ten days to dig a hole, partitioning it between two men will presumably mean that the hole can be dug in five days. However, it would probably not be true that ten men could dig it in one day, partly because they would get in each other’s way and partly because some of the time would have to be used in co-ordinating their efforts rather than actual digging. This leads to the important lesson that one cannot go on partitioning a task indefinitely and, at some point, one arrives at a task that it is not sensible to partition any more – writing-up the results of an interview for example.
Q3 In long-term project planning, it is wise to assume that staff will be available for project work for less than 100 per cent of the total available time. What factors will reduce staff availability and what adjustments should be made for them?
Staff will be unavailable for project work due to:
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Bank holidays
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Leave
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Training courses
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Sickness
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Other non-working time, such as attendance at company meetings.
The normal way of allowing for this is to schedule people for only four, rather than five, days’ work over the duration of a project. For shorter-term planning, where holidays and training courses are known about, slightly more than four days per week may be planned for.
Q4 What do you understand by the term project milestone? How would you decide how many milestones to show on your project plan?
A milestone is a point at which progress on the project can be measured. To be useful, milestones should be attached to the completion of significant deliverables, such as the acceptance of a Requirements Specification. There need to be sufficient milestones on a project plan to allow for adequate control but not so many that their significance is reduced.
Q5 The PRINCE2® project management method envisages a hierarchy of plans. Describe this hierarchy.
At the top level, there would be a Project Plan that covers the main aspects of the project but at a high level of aggregation. Each project stage should then be the subject of a more detailed Stage Plan. Where different teams are involved in the project, each may have a very detailed Team Plan for its activities.
Where it becomes evident to a manager in a PRINCE2® project that their part of the work is likely to go outside its agreed tolerances, they need to complete an exception report to explain the position and an Exception Plan showing how they propose to adjust the work to deal with the situation. An Exception Plan can exist at any or all of project, stage or team levels and, if approved, takes the place of the relevant Project, Stage or Team Plan.
Chapter 11 Monitoring progress
Q1 How is effort monitored on a project? It is important that the effort to be spent on activities is reassessed on a regular basis – why is this so vital?
Effort is best measured by asking team members to keep timesheets, showing where exactly – on which tasks – work has been done. This is important so that the project manager can keep track of effort and re-evaluate what the final outturn of the project is likely to be. In addition, the effort figures will provide valuable data for people who may be trying to estimate similar projects in the future.
Q2 Staff time is usually the principal cost component of an IS project. Describe five other areas where project costs could arise.
Project costs also arise from:
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Contract labour, where invoices are submitted for the hours worked.
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Bought-in items, such as hardware and packaged software, for which again invoices will be received.
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Project-specific training, either provided in-house or via external training providers.
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Project-specific accommodation, for example the leasing of office space.
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Lodging and subsistence costs, where people need to work away from a base location for any length of time.
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Travel expenses, often arranged through third-party travel companies.
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Consumables, such as stationery, cartridges for printers and so on.
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Insurance, for the project’s equipment but also to cover such issues as public liabilities and professional indemnity.
Q3 Describe three methods than could be used to exercise quality control and explain the advantages and disadvantages of each.
Methods include:
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Self-checking: Quick, cheap and encourages people to take responsibility for their own work. But people often have trouble spotting their own mistakes.
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Peer review: Relatively inexpensive and provides a ‘second pair of eyes’. But people may be reluctant to criticise their colleagues (or too eager to do so) and the ‘peer’ may be too like the author of the product to provide a truly objective view.
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Team leader or management review: Provides a coaching opportunity and allows the work to be examined from a different and perhaps wider perspective. The manager may not be technically qualified to perform the review and excessive use of the ‘red pen’ can de-motivate staff; also the manager may become a bottleneck in production.
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Walkthrough: Very thorough, as it involves a number of people examining the product from different perspectives. However, this method is labour-intensive and therefore expensive and committee reviews can be difficult to schedule where people have busy diaries.
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Fagan inspection: More structured version of the walkthrough. Extremely thorough but also extremely expensive and probably best used for very important or critical deliverables.
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External review: Provides a very objective review but external reviewers may not be familiar enough with the specific project and raise irrelevant comments.
Q4 In what circumstances might you consider increasing the volume and/or frequency of quality control checks? When might you decrease their volume or frequency?
Where a team member is inexperienced, or just unknown, the project manager may increase the volume and/or frequency of quality control checks until they are satisfied that the work is of a sufficient standard. Similarly, checks may be increased where problems have been uncovered with a particular individual or area of work.
Where the existing pattern of checks is uncovering few or no problems, checks may be decreased in frequency or volume and particular team members may be given more freedom to work in their own way.
Q5 What does the term ‘earned value analysis’ mean? What additional insights into the dynamics of a project is afforded by the use of EVA.
Earned value means, in effect, the proportion of a project’s total planned deliverable that has been produced by a given point. Conventional measurement techniques have tended to concentrate on effort, or other resources, expended, without considering what has been achieved for that expenditure, whereas EVA takes into account both expenditure and achievement.
Q6 Explain these terms: actual cost of work performed (ACWP); budgeted cost of work performed (BCWP); budgeted cost of work scheduled (BCWS).
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ACWP is the amount of effort (expressed as such or in monetary terms) that has been expended in getting to a particular point in a project.
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BCWP is the amount of effort (or cost) that should have been expended in getting to a particular point.
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BCWS is the amount of effort (or cost) that should have been expended at a particular point in the project.
Chapter 12 Exercising control
Q1 What is meant by the term the triple constraint? What are the three elements of the triple constraint and why is an understanding of their relative weight important in exercising control over a project?
The term ‘triple constraint’ refers to the fact that any project takes place within the envelope of the time it is expected to take, the budget available and some understanding of what has to be delivered, expressed as scope, product or quality.
It is important for a project manager to understand the balance between the three triple constraint elements in her project and this will affect the choices she makes in taking control actions. Would it, for example, be acceptable to cut corners in quality to keep the costs down or must additional funds be found to ensure the quality of the deliverables?
Q2 Your project is behind schedule and you are considering adding extra staff to the team. What would be the potential advantages and disadvantages of this approach?
Provided that the slippage is spotted early enough, adding extra staff may be a feasible strategy as there will be time for them to be trained and become familiar with the project. Otherwise, adding extra people may actually be counterproductive, as training them and/or bringing them up to speed on the project may distract the existing staff from getting on with their work. However, if the slippage is diagnosed as being due to a lack of expertise or experience within the project team, bringing in a few experts may well enable the project to recover.
Q3 In what circumstances might you (a) increase or (b) decrease the amount of supervision given to a team member?
Where a quality problem has been detected in an individual’s work, or where they seem inexperienced or unsure of themselves, it may be advisable for them to be supervised more closely. However, this can prove demoralising to experienced and capable people and the correct approach here may be to give them a lot of latitude to exercise their professional judgement in how they go about their work.
Q4 Changes often bedevil IS projects. What steps are required to ensure that proper change control is exercised on a project?
An effective change control system includes the following steps:
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Identify the change and document it: Do not allow it to ‘slip through’ unnoticed and unmanaged.
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Assess the change: In terms of its impact on the ‘triple constraint’ factors of time, cost and scope/product/quality. Also consider what would be the effect of the change on the pattern of risk on the project.
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Decide what to do. If the effect of the change is within the project manager’s tolerances, s/he can make the decision, otherwise the issue will have to be decided by the project sponsor.
Q5 Explain the difference between change control and configuration management and the relationship between them.
Change control is the management of the scope of a project. Configuration management is the control of the versions of its deliverables and how they fit together. Good configuration management records enable a project manager to assess the extent of the impact of a proposed change, in other words to see which deliverables are likely to be affected and how.
Chapter 13 Reporting progress
Q1 What factors would you consider when deciding on the frequency with which you would report progress to (a) senior IS management, and (b) customer management?
A major factor to consider when deciding the frequency of reporting to anyone is how long the actual project is; obviously, if the project takes only two weeks, a monthly reporting cycle is not going to be of much use!
Assuming a slightly longer project duration, however, then reports ought at the least to be provided at the key milestones, when important deliverables should be finished.
For reports to the customers – internal or external – reports at key milestones may be sufficient. However, the project manager will want to have a regular forum for meeting customer management and raising any issues that have arisen on the project so, if the milestones are a long way apart, perhaps a monthly reporting cycle may be appropriate. For a very fast-moving project, it may be better to have a brief meeting once a week just to concentrate on the main issues.
IS management will probably require more frequent reports, say once a week. These should, though, be as succinct as possible and concentrate on the main achievements and problems encountered during the last period or anticipated during the next one.
Q2 What is meant by the term exception reporting? What are the benefits and the disadvantages of this type of reporting?
Exception reports concentrate on what has not gone according to plan, the idea being that things going according to plan is what is supposed to happen and therefore can be assumed unless informed otherwise. The great advantage of exception reporting is that it makes for short, succinct reports that focus management’s attention where it should be – on what is going wrong. However, because of this, pure exception reporting tends to assume a rather negative cast and the recipients of the reports will get the impression that everything is going wrong – because that is all they are told about! So, most managers tend to depart from the pure exception format to emphasise the achievements, as well as the problems, of their team.
Q3 What are the benefits to the project manager in providing regular progress reports to the project team members?
People working on a project like to have an understanding of how it’s doing and where what they do fits in to the overall picture. On a large project, in particular, team members can feel ‘buried’ in their own work with little visibility of the ‘big picture’. Also, where bad news – such as delays and technical problems – gets known all too readily on the ‘grapevine’, better news about deliverables successfully achieved or how pleased the clients are with progress often gets overlooked. In addition to these morale-building aspects of reporting progress to team members, it is also the case that solutions to problems often come from unlikely sources – perhaps someone who is not directly involved in the issue but who can offer a different and useful perspective on it.
Q4 Explain the following terms used in the PRINCE2® project management method:
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Project initiation
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End stage assessment
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Highlight report
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Checkpoint.
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Project initiation is a key control point in a PRINCE2® project as it is where the Project Board gives formal authority to the project manager to start work. This should be done on the basis of a Project Initiation Document which defines the scope of the project and also, in PRINCE2®, includes the Business Case and initial Project Plan.
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At the end of each stage of a PRINCE2® project, the project manager is required to produce an End-Stage Report for the Project Board. This summarises what has happened during the stage, the problems and how they have been overcome and requests formal permission to commence the next stage. Thus, End-Stage Assessments are an important part the mechanism by which the organisation keeps control over projects and prevents them becoming ‘runaways’.
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The Highlight Report is the regular report from the project manager to the Project Board. It focuses on achievements since the last report, problems encountered, issues and risks and work planned for the next reporting period. Essentially, it is an exception report and provides the Project Board with a succinct summary of the progress of the project. Highlight Reports are usually based on the relevant Checkpoint Reports (see below).
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The Checkpoint is the regular (probably weekly) meeting of a project or stage team to review progress. Achievements and deliverables are considered, as are problems and their potential solutions and any issues or risks that need to be examined. Such meetings are documented in Checkpoint Reports, and these can then be summarised to create the Project Board’s Highlight Report (see above).
Chapter 14 Quality
Q1 How could the quality culture behaviours described in section 14.3 be applied in a hospital?
The total quality management approach and culture are very readily applied to a hospital. In general, people working there will be committed to is mission and will be striving to find better ways to meeting their patients’ needs. A certain degree of hierarchy is inevitable in the hospital – a surgeon must, for instance, be in charge in the operating theatre – but modern hospitals are seeing a greater sharing of responsibilities between, say, doctors and senior nurses and this is leading to more egalitarian approach. Resources are usually a problem, especially in state-funded hospitals but this does lead to a need to make sure that scarce resources are utilised most efficiently.
Q2 Why do you suppose there are an increasing number of organisations concerned with the development of quality practices for IS development?
Information systems often represent considerable expenditure for organisations and this has been coupled with increasing scepticism about the value obtained for the funds spent. At the same time, IS is often central to an organisation’s operations and key to its growth and development. In these circumstances, managers will want to ensure that the development and maintenance of the IS investment is carried out in the most efficient and effective manner and that the resultant systems are fully ‘fit for purpose’. Apart from these considerations, many organisations have to satisfy their customers that their working practices conform to standards such as ISO9001 and this will often include the information systems that support these practices.
Q3 What is the purpose of a Quality Plan? Who should create it?
The Quality Plan essentially defines how the work is to be carried out and it is complementary to the Project Plan which is concerned with what is to be done, when and by whom. The Quality Plan documents the methods and standards that will be used to perform the work and also to check that it meets its defined quality standards. The finished plan provides a source of reference for the project team to tell them how they should be approaching their work. The Quality Plan should be created by the project manager and provides him or her with an opportunity to really think through what methods are most appropriate to this particular project.
Q4 Do you agree with what Dick Brandon said about sex in section 14.10? Do not take this question too seriously!
Although the quotation had a humorous intent, it does highlight a serious issue. One of the biggest problems that beset people trying to maintain and enhance systems – not to mention their initial development – is a lack of enough detailed documentation. Although one can inspect a code listing and find out what a program does, that is very far from knowing why it works that way and what were the underlying business rules. With very old systems, it can become a case of ‘one step forwards, two steps back’ because the whole underlying design concept has been totally lost due to a failure to keep documentation up to date. On a more prosaic level, failing to keep the configuration records of documents up to date can waste enormous amounts of time as people do a lot of work only to discover that they have been working with a superseded version.
Chapter 15 Risk management
Q1 Why is the use of risk management techniques becoming increasingly important in IS projects?
IS projects – like projects in many other disciplines – are becoming increasingly complex, with new technologies, demanding business goals and multi-party contractual arrangements. As complexity increases, so does risk and the need to manage it in a more formal and structured way. In addition to this, for projects undertaken by external suppliers, there has been a gradual movement towards fixed-price contracting, which tends to shift the risk from the customer onto the supplier and therefore causes the supplier to take risk much more seriously.
Q2 Describe a five-stage process for project risk management.
The main stages in project risk management are:
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Plan the approach: Here, an approach is defined that is appropriate for the particular project and which will give adequate control over project risk. The approach is documented in the Risk Management Plan (if there is a separate document) or as part of the Project or Quality Plan.
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Identify risks: The likely risks are identified using people’s experience, debriefs from other projects and checklists. The risks are documented in the risk register (risk log).
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Assess risks: Each risk is assessed in terms of its likelihood, scale of impact and urgency. The assessments are added to the risk register.
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Plan risk responses: Actions are identified to reduce the probability of the risk occurring and/or to soften its impact if it does. An owner is assigned to take charge of the actions. The planned responses are recorded in the risk register.
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