Professional Documents
Culture Documents
A. Project Plan
Project Plan
Serves as the nucleus of a consulting engagement and provides a guide to staff assignment and completion dates Provides the consultant with updated status at any point during the project Should be updated at least weekly, providing comparison of planned and actual resources and results Usually begins with an engagement kick off meeting A key element in getting the project off to a good start
This kick off meeting will play a key role in establishing the tenor of the project and should be carefully orchestrated to cover significant points in the project process. Important topics to be addressed at the meeting:
1.
2. 3.
Review of the engagement proposal - To summarize & review objectives, scope, benefits & resolution Discussion of the work objectives Logical follow-on to discussion of engagement objectives and benefits Definition of intermediate work results Serves as the beginning point for development of the detailed work plan Serves as measuring points for progress Serves to break the project into mini-projects
5.
Responsibility assignments and client participation General assignments of duties for project planning management, project task work and review of project progress at milestone points Project completion date the kick off party should end with: Review of the decisions and agreement reached Statement that outlines the general steps in the project and that focuses on the development and presentation of the detailed work plan Every participant understand how the engagement will proceed as well as his or her individual responsibilities
Before deciding on the details of the kickoff meeting, a decision should be made regarding the time, venue, participants and the agenda for the meeting.
Serves as the blueprint for execution of the engagement and a means by which the consultant can monitor project progress It also shows what staff will be needed to complete the project, as well as when and for how long will they be needed.
Scheduling Tasks
Project Costing
Team briefing should be held before assigning the project tasks to members of the project team.
Briefing should also discuss:
Responsibility for clerical function
Responsibility for travel arrangement Working space in the clients office Working hours to be observed Unusual aspects of working with particular client Project progress reporting Project strategy
Project schedule
established for internal use? How should documentation be prepared and reviewed to ensure quality control and responsibility for the documentation/ What documentation is needed to support conclusions? How long and where should client work papers be retained?
Work Papers
Purpose Contents Format
TIME MANAGEMENT
Effective Time Management 1. Be aware of time 2. Prioritize tasks 3. Anticipate tasks 4. Avoid putting off jobs 5. Break down tasks 6. Ensure deadlines are understood 7. Be prepared 8. Support others with time management
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