This project was for a small, innovative engineering firm based in Leyland. They are involved in new product design and development, primarily for automotive applications.
By far their most significant asset is their Human Resources – their engineers, research specialists and technicians. Having grown almost exponentially, they needed to implement a project management system that would enable them to carefully monitor and prioritise all the work carried out. External spend was not an insignificant matter either and the system needed to be also incorporate that aspect of project costs.
The system designed included:
Time-booking system – project task specific
Project justification – two stage to allow initial investigative work prior to full commitment and sign off
Checklists to be used in project specification
Monthly project reporting – for resource and external spend – “Green, Yellow, Red” classification of projects according to status of spend, time and projected technical quality of delivery
Summary reporting for executive evaluation
Project revision process – to formally capture agreed changes to spend/timescales or deliverables
Risk assessment and contingency planning
Capacity planning – being able to view future work-load projections, by resource type and also carry “what if” analysis for new programmes or changes in direction
Resource information was to be taken directly from Microsoft Project, both at the initial project definition and also for monthly reporting. This drove a requirement to ensure that project plans were reviewed and updated at least monthly.
There followed a period of training and implementation, with revisions and tweaking to the systems, as required.