Unit 4 Ch09 - Monitoring - and - Control
Unit 4 Ch09 - Monitoring - and - Control
University of Mumbai
By
Pushpa Mahapatro
The control cycle
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Sure, here’s a simplified breakdown of the key points:
1. **Overall Responsibility**:
- The project steering committee, project management
board, or Project Board (in PRINCE2) ensures the project
progresses satisfactorily.
2. **Daily Responsibility**:
- The project manager handles daily tasks.
- In larger projects, team leaders may take on some
responsibilities from the project manager.
Responsibilities
3. **Reporting Structure**:
- For medium and large projects:
- Team leaders collect progress reports from their teams.
- Team leaders then summarize these reports for the
project manager.
- The project manager includes these summaries in reports
for the steering committee and the client.
- For small projects (around six or fewer staff):
- Team members report directly to the project manager.
4. **Types of Reporting**:
- Reporting can be:
- Oral (spoken) or written.
- Formal (official) or informal (casual).
- Regular (scheduled) or ad hoc (as needed).
Assessing progress
- Some progress information is collected routinely.
- Other information is gathered when specific events happen.
- Information should be as objective and tangible as possible (e.g., delivery of a report).
- Sometimes, estimates of completed work are necessary.
4. **Weekly Reporting**:
- Weekly information collection is beneficial for individual developers.
- It ensures information is fresh and allows for review and reflection.
- Weekly reporting works well with tasks that last about a week.
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Subdivide Need to
into lots collect
of sub- data
activities about:
Control of
products, Achievem
Collecting not
activities
ents
progress
details Possible
Costs
solutions:
A big
99% problem: how
completion to deal with
syndrome partial
completions
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An example of the ’99% completion
syndrome’ would be in the above
case if the developer reported at the
end of weeks 1,2 and 3 that the task
was respectively 25%, 50% and 75%
complete. However at the end of
Poll week 4 it is reported that the task is
99% complete. The same thing is
reported at the end of week 5 and so
on until the task is completed.
• True
• False
ask Duration:
Managers try to break down long tasks into smaller, manageable ones,
usually lasting one or two weeks.
Forecasting Completion:
It's important to gather information about how much work is left on partially
completed tasks.
Forecasting how much work remains can be challenging.
Estimating Partial Completion
Series of Products:
When there are multiple products, it’s easier to estimate partial completion.
Collecting
For example, counting how many record specifications or screen layouts
are completed can show progress.
In-Activity Milestones:
progress
a milestone even though it’s not the final product.
Reporting Partial Completion
Standard Accounting Systems:
details:
These timesheets show the amount of time worked and the charges to the
project, but not the progress or schedule status.
Enhancing Accounting Systems:
Existing accounting systems are often adapted for better project control.
Weekly timesheets might be enhanced to include information about work
done, not just time spent.
Example Report Form:
A report form might ask for information on potential delays (slippage) and
estimates of task completion.
Some managers prefer to ask for the number of hours worked and the
estimated hours needed to finish a task instead of just the percentage
complete.
By breaking down tasks, using intermediate milestones, and enhancing re
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Certainly! Here's a brief explanation of the Red-Green-Amber
(RAG) reporting system:
1. **Red**:
Identify key tasks
- Indicates critical issues or tasks significantly behind schedule.
- These areas require immediate attention and corrective action.
reporting
### Key Points: • Green – ‘on target’
- **Visual Indicator**: RAG reporting uses colors to quickly convey
the status of different aspects of the project.
• Amber – ‘not on target but recoverable’
- **Decision Support**: Helps stakeholders prioritize areas
needing attention. • Red – ‘not on target and recoverable only
- **Simplicity**: Provides a straightforward way to understand
progress without diving into detailed reports.
with difficulty’
RAG reporting provides a quick snapshot of project health,
allowing stakeholders to focus on areas needing immediate action
while maintaining an overview of overall progress.
Status of ‘critical’ tasks is particularly
important
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Review of work products is an
important mechanism for monitoring
the progress of a project and ensuring
the quality of the work products.
Review Testing is
Testing is an applicable to only
effective defect executable code.
removal Review is
mechanism. applicable to all
work products.
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A cost-effective defect removal mechanism.
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Project Requirement
management specification
plan doc
Candidate
work for Test plan and
UI
specification
review test cases and design
doc
Detailed
design doc
• Moderator:
• Schedules and convenes meetings,
distributes review materials, leads and
moderates review sessions.
Review Roles • Recorder:
• Records the defects found and the time and
effort data.
• Reviewers.
Review Process
Planning Preparation
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Project termination reviews
provide important opportunities to
learn from past mistakes as well as
successes.
Project
Termination Project termination need not
Review necessarily mean project failure or
premature abandonment.
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• Incomplete requirements
• Lack of resources
Reasons for • Some key technologies used in the project have
Project become obsolete during project execution
• Economics of the project has changed, for
Termination example because many competing product may
have become available in the market.
Project is completed successfully
and handed over to the customer. Is
it a reason of project termination.
Poll True
False
Collection of
Project survey objective
information
Project
Debriefing Final project
Termination meeting review
Process
Result
publication
Review Preparation Log –
created by reviewer
Review Data
collection: Review Log – records defects
agreed by author
1. **Gantt Chart**:
- **Purpose**: Used for project planning, scheduling, and
tracking.
- **Representation**: Displays tasks or activities along a
timeline.
- **Elements**: Each task is represented as a horizontal
bar, with the length indicating its duration and the position
showing its start and end dates.
- **Focus**: Emphasizes the sequence and duration of
tasks, allowing for easy visualization of dependencies and
resource allocation.
Gantt charts
2. **Slip Chart**:
- **Purpose**: Used specifically to track schedule
slippage or delays in a project.
- **Representation**: Compares planned schedule with
actual progress.
- **Elements**: Typically shows where delays have
occurred in comparison to the original plan, highlighting
areas needing attention.
- **Focus**: Focuses on identifying and addressing
schedule delays, helping project managers understand the
impact of delays on project timelines.
3. **Timeline**:
- **Purpose**: Used to represent chronological
sequences of events or milestones.
- **Representation**: Shows events or milestones
arranged in chronological order.
- **Elements**: Typically displays events or milestones
along a linear axis, without specifying durations of activities.
- **Focus**: Emphasizes the sequence and timing of
events, providing a clear overview of historical or future
SPM (6e) monitoring and control© The McGraw-Hill Companies, 2017 21
occurrences without detailed task scheduling.
Slip charts
monitoring
A project could be on time but only
because additional resources have been
added and so be over budget
analysis
3. **Actual Cost (AC)**: The actual cost incurred to complete
the work at a specific point in time, also known as the actual
cost of work performed (ACWP).
SV = ?
Variance
(SV):
What does the value indicate?
Specify module 5 days
Tasks Code module 8 days
Test module 6 days
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SPM (5e) monitoring and control© The McGraw-Hill Companies, 2009
• Actual cost (AC) is also known as Actual cost of
work performed (ACWP)
Earned value • In previous example, if
analysis – • ‘Specify module’ actually took 3 days
actual cost • ‘Code module’ actually took 4 days
• Actual cost = 7 days
• Cost variance (CV) = EV-AC i.e. 13-7 = 6 days
• Cost performance indicator = EV/AC = 13/7 =
1.86
33 • Positive CV or CPI > 1.00 means project within
budget
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SPM (5e) monitoring and control© The McGraw-Hill Companies, 2009
CPI can be used to produce new
cost estimate
Time variance
"Time variance" typically refers to the difference between the planned or expected time for completing a task or project and the actual time it takes to complete it. It is a
measure of how much the project schedule deviates from the original plan.
For example say an EV of
In project management, time variance can be calculated using the following formula:
Cumulative cost refers to the total amount of money spent or committed on a project from the beginning up to a specific point in time. It includes all costs incurred,
whether they are for labor, materials, equipment, overhead, or other expenses related to the project.
Cumulative cost is important in project management as it helps track the total financial impact of the project over time. It is used to monitor the project's budget,
assess cost performance, and make informed decisions about future expenditures. Comparing the cumulative cost with the planned budget provides insights into the
project's financial health and allows project managers to take corrective actions if the project is exceeding its budget.
SPM (5e) monitoring and control© The McGraw-Hill Companies, 2009 39
Cumulative Cost:
The planned value (PV), earned value (EV) and actual cost (AC) can be tracked over
the lifetime of a project.
It also shows how the graph can be used to show adjustments to the final
estimated cost and duration.
Similarly a forecast of the actual duration of the project can be derived by dividing
the original estimated duration by the SPI.
Prioritizing
closely monitored to prevent delays in the project schedule.
3. **Activities with Limited Float**: Activities with very little float (e.g.,
Activities with no free float – if delayed later
less than one week) should be monitored closely, as they may use dependent activities are delayed
monitoring
up their float quickly and cause schedule delays.
5. **Reducing Quality**: Cutting back on • Over-lap the activities so that the start of one
quality-related activities, such as system testing,
can shorten the project timeline. However, this may activity does not have to wait for completion
lead to more corrective work later on.
of another
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By implementing these strategies, project
managers can attempt to shorten critical activities' • Split activities
timescale and bring the project back on schedule.
However, it's essential to consider the impact on
other paths and evaluate the cost-effectiveness of
these efforts.
SPM (6e) monitoring and control© The McGraw-Hill Companies, 2017
Exception planning refers to the process of making changes to a
project plan when unforeseen circumstances or deviations from the
original plan occur. Here's how it works:
1. **Flexibility**: Project managers are usually allowed to adjust the • Some changes could affect
details of a plan as long as they ensure that the project achieves its
agreed outcomes on time and within budget. • Users
2. **Stakeholder Involvement**: Some changes, especially
operational ones, may impact other stakeholders. In such cases, the • The business case (e.g.
project manager needs to gain the acceptance of these stakeholders
for the change. costs increase reducing the
3. **Impact Assessment**: Changes to the plan may affect delivery
potential profits of
Exception
dates, project scope, or costs, which could impact the project's
business case. The project manager needs to assess the
consequences of the deviation and its potential impact on the
delivered software product)
business case. • These changes could be to
planning
4. **Exception Report**: In methodologies like PRINCE2, the project
manager may be required to write an exception report explaining the • Delivery date
reasons for the deviation from the plan, detailing the consequences,
and presenting options for addressing the problem. The probable
impact of each option on the business case is projected, and a
• Scope
recommendation on a course of action is provided.
• Cost
5. **Approval Process**: The Project Board or equivalent authority
reviews the exception report, approves one of the options, and may
• In these cases an exception
task the project manager with producing a more detailed exception
plan. If approved, the exception plan replaces the existing plan.
report is needed 46
Exception planning allows project managers to address unexpected
challenges or changes effectively while ensuring that the project
remains aligned with its objectives and business case.
Establishing Change Procedures: They create and Identifying items that need to be subject to change control
manage formal procedures for making changes to the
project. This includes how changes are requested,
reviewed, and implemented.
Change
Keeping Track of Access: They maintain records of who
can access different project items and track their status,
such as whether they are being worked on, tested, or
Management of a central repository of the master copies of
software and documentation
control
completed.
2. **Document Development**: During the development of documents such as User management decide that the change is
Typical change
user requirements, there may be multiple versions as they undergo cycles of
development and review. However, at some point, a final version is created and "
baselined," effectively frozen. Any changes to baselined documents could have
ripple effects on other parts of the project.
valid and worthwhile and pass it to
development management
control
3. **Informal vs. Formal Change Control**: Initially, the change control process
may be informal and flexible, allowing for easy modifications during the
document development stage. However, once a final version is baselined,
process
subsequent changes need to be strictly controlled to prevent unintended
consequences.
By implementing a change control process, project managers can effectively Development management report back to user
manage changes to project deliverables and requirements, ensuring that they
align with project objectives and do not adversely impact project outcomes.
management on the cost of the change; user
management decide whether to go ahead
Version
W1 W2 W3 … Wn-1 Wn
Configuration
Restore
Reserve
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