Chapter 46

Stages and Sequence

Abstract

Diagrammatic formats of project stages and sequences.

Keywords

Close-out; Control technique; Project sequence; Project stage

Summary of Project Stages and Sequence

The following are the stages and sequences in diagrammatic and tabular format:
1. Fig. 46.1 shows the normal sequence of controls of a project from business case to close-out.
2. Fig. 46.2 provides a diagrammatic version of the control techniques for the different project stages.
3. Fig. 46.3 is a hierarchical version of the project sequence, which also shows the chapter numbers in the book where the relevant stage or technique is discussed.
4. Table 46.1 is a detailed tabular breakdown of the sequence for a project control system, again from business case to project close-out.
While the diagrams cover most types of projects, it must be understood that projects vary enormously in scope, size and complexity. The sequences and techniques given may therefore have to be changed to suit any particular project. Indeed certain techniques may not be applicable in their entirety or may have to be modified to suit different requirements. The principles are, however, fundamentally the same.
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Figure 46.1 Project sequence.
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Figure 46.2 Control techniques.
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Figure 46.3 Detailed project sequence.

Table 46.1

Sequence for project control system.

Business case
Cost/benefit analysis
Set objectives
DCF calculations
Establish project life cycle
Establish project phases
Produce project management plan
Produce budget (labour, plant, materials, overheads, etc.)
Draw work breakdown structure
Draw product breakdown structure
Draw organization breakdown structure
Draw responsibility matrix
List all possible risks
Carry out risk analysis
Draw up risk management plan
Produce risk register
Table Continued

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Draw up activity list
Draw network logic (freehand)
Add activity durations
Calculate forward pass
Revise logic (maximize parallel activities)
Calculate second forward pass
Revise activity durations
Calculate third forward pass
Calculate backward pass
Mark critical path (zero float)
Draw final network on grid system
Add activity numbers
Draw bar chart (Gantt chart)
Draw milestone slip chart
Produce resource table
Add resources to bar chart
Aggregate resources
Draw histogram
Smooth resources (utilize float)
Draw cumulative ‘S’ curve (to be used for EVA)
List activities in numerical order
Add budget values (person hours)
Record weekly actual hours (direct and indirect)
Record weekly % complete (in 5% steps)
Calculate value hours weekly
Calculate overall % complete weekly
Calculate overall efficiency weekly
Calculate anticipated final hours weekly
Draw time/person hour curves (budget, planned, actual, value, anticipated final)
Draw time/% curves (% planned, % complete, % efficiency)
Analyse curves
Take appropriate management action
Calculate cost per activity (labour, plant, materials)
Add costs to bar chart activities
Aggregate costs
Draw curve for plant and material costs (outflow)
Draw curve for total cash OUT (this includes labour costs)
Draw curve for total cash IN
Analyse curves
Calculate overdraft requirements
Set up information distribution system
Set up weekly monitoring and recording system
Set up system for recording and assessing changes and extra work
Set up reporting system
Manage risks
Set up regular progress meetings
Write close-out report
Close-out review

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