Workshop 1 Flashcards

1
Q

What must employers do to ensure project health, safety and environmental management

A
  • Assess what could harm employees in their jobs and create precautions to stop this (Risk Assessment)
  • Explain how risks are controlled and who is responsible for this
  • Consult and work with employees and health and safety reps to protect everyone
  • Give employees free of charge health and safety training for their jobs
  • Provide free equipment and protective clothing needed for the job, and ensure it is properly looked after
  • Provide toilets, washing facilities, drinking water and first aid facilities
  • Report injuries, diseases and dangerous incidents to the HSE
  • Have insurance that covers employees in case of work accidents or work related illness.
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2
Q

What is the Health and Safety at Work Act (KSWA) 1974

A

The primary legislation that covers health and safety in the workplace. The HSE (Health and Safety Executive) is responsible for enforcing the act and providing relative guidance to employers and employees. Every employer must ensure the health, safety and welfare of all of their employees and members of the general public impacted by the organisations activities.

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3
Q

What are the primary objectives for the Health and Safety at Work Act

A
  • Securing the health, safety and welfare of persons at work.
  • Protecting people against risks to health and safety caused by the activities of persons at work
  • Controlling the keeping and use of explosive, flammable or otherwise dangerous substances - preventing the unlawful acquisitions, possession and use of such substances
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4
Q

What must employees do to ensure project health, safety and environmental management

A
  • Follow training received when using work items provided by the employer
  • Take responsible care of their own and others health and safety
  • Co-operate with their employer on health and safety
  • Tell someone (employer, supervisor or health and safety rep) if they think the work or inadequate procedures may cause harm.
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5
Q

Who has an obligation to proactively manager risk on projects especially when team members can be affected

A

Project Managers

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6
Q

What are the stages to ensure health and safety

A

Set your Policy - The organisation should have a documented policy that states how hazards will be identified and managed and also who is responsible from managing health and safety

Organise yourself - A positive health and safety cultures must be developed within the organisation ensuring the effective implementation of the four C’s

    - Competence
    - Control
    - Cooperation
    - Communication 

Plan and set standard - Plans will be heavily influenced by policies and should document objectives and the process for identifying, assessing and managing hazards on your project. Any standards must be measurable, achievable and realistic

Measure your performance - Ensure that health and safety is monitored on both a proactive and reactive basis. Meaning that relevant standards must first be understood with any variation between where you are and your goal being analysed and understood.

Learn from Experience - audit and review - Monitoring allows the team to decide how to improve performance later in the project and future project, this may involve, reviewing and updating policies so the actions can be communicated to the relevant parties.

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7
Q

What is the definition of Project

A

A unique, transient endeavour undertaken to achieve planned objectives

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8
Q

What are the common characteristics of a project irrespective of their complexity, scale, cost or duration

A
  • Projects introduce change (which in turn involves uncertainty)
  • They have an element of uniqueness
  • They are temporary or transient in nature, each project having a defined start and finish point
  • Projects create specific results, outputs or products with their objectives typically being measured in terms of time, cost and quality parameters/performance
  • Projects have a specific aim or benefit
  • They follow a life cycle made up of specific phases
  • They comprise complex interrelationships and are often cross-functional in nature
  • Costs are relatively low at the start, higher towards the end and drop rapidly towards completion
  • The cost of changes and error correction increases as the project progresses
  • The ability of stakeholders to influence the project’s outcome in highest at the start
  • Risk and uncertainty are typically highest at the start
  • The consumption of resources, including money, reaches a peak during the development phase
  • The potential to add value to the project decreases as the project progresses
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9
Q

What are the differences between a project and business as usual

A

Project

  • Defined time scale with a definite end
  • Essentially non-repetitive in nature
  • Specific aims and objectives to be satisfies
  • Transient Team
  • Complex inter-relationships
  • Subject to high degrees of uncertainty
  • Generally phases for ease of management

Business as usual

  • Iterative in nature
  • Continuous operation
  • General Objectives
  • Dedicated constant team
  • Defined relationships (single discipline)
  • Higher degree of certainty
  • May be a phase in its own right
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10
Q

What is Project Management

A

The application of processes, methods, knowledge, skills and experience to achieve the project objectives.

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11
Q

What are the best ways to introduce change through the use of projects

A
  • Prioritising scarce resources towards key objectives
  • Focusing management skills on specific tasks
  • Gaining formal commitments from Key stakeholders
  • Allowing delegation and direction of multiple concurrent projects
  • Ensuring issues such as quality and safety are formally designed into projects from the start
  • Developing and training staff in the project environment
  • Identifying and managing risks
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12
Q

What is programme management

A

The coordination management of projects and change management activities to achieve beneficial change

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13
Q

What are the management disciplines that must coordinate programme management

A

Projects
A programme will comprise a number of projects that will deliver outputs such as a building, website, a process or any number of specifiable products. These will all be project managed within the fundamental components of scope, schedule, finance, risk, quality and resource

Strategic Business Change
The outputs of projects must be used to support beneficial business change in line with corporate strategy. This does not happen automatically and may require change to working practices, culture or both. Programmes must encompass business change management and this may include taking temporary responsibility for some business as usual activities.

Benefits
Benefits accrue from the effective use of the projects. The purpose of a programme is to deliver these high-level benefits which will ultimately help satisfy the strategic objectives of the organisation. Effective benefits management helps ensure that the management of projects and the management of business change are both fit for purpose.

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14
Q

What are the challenges of using Programme Management within an organisation

A

Strategy not always clear
Programmes may not have a clear view of the end of the programme at the start. Therefore, programmes may need to develop their range of consistent projects as they proceed

Evolving business environment
Programmes may need to continually align the individual project business case with the overall strategic business case which is heavily influenced by a dynamic business climate

Multiple stakeholder
Programmes typically involve a much greater number of stakeholders, many of which are likely to have competing objectives

Competing priorities
Competing inter-project prioritise can cause significant conflict

Complex inter-dependencies
A programme will need to resolve complex inter-dependencies between its projects and business as usual

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15
Q

What are the differences between programmes, projects and portfolios

A

Programmes

  • Temporary organisational structures
  • Primarily focused on delivery of outcomes/benefits and outputs/products respectively
  • Seeks to ensure successful delivery at the individual programme or project level

Projects

  • Temporary organisational structures
  • Primarily focused on delivery of outcomes/benefits and outputs/products respectively
  • Seeks to ensure successful delivery at the individual programme or project level

Portfolios

  • Permanent organisational structure
  • Focused on the overall contribution of these outcomes, benefits and outputs to strategic objectives
  • Portfolio management is concerned with:
    • Ensuring the programmes and projects undertaken are the right ones in the context of the organisations strategic objectives
    • Successful delivery at a collective level
    • Benefits realisation is maximised
    • Lessons learned are identified, disseminated and applied in the future
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16
Q

Portfolio Management definition

A

The selection, prioritisation and control of an organisation’s projects and programmes in line with its strategic objectives and capacity to deliver

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17
Q

Portfolio definition

A

A grouping of an organisations project and programmes. Portfolios can be managed at an organisational or functional level

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18
Q

What are the benefits of Portfolio Management

A
  • More effective delivery of change
  • Ability to respond to strategic initiatives
  • Effective management of resources
  • Management of risk in a wider business context
  • Efficient coordination and control
  • Integrated prioritisation, definition, planning, delivery and review of project and programmes
  • Better management of scarce and limited resources an reduction of ‘capacity bottlenecks’
  • Balance of risk and return when selecting organisational activities
  • Improved project and programme governance across the portfolio
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19
Q

Environment definition

A

The circumstances and conditions within which the project, programme or portfolio must operate

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20
Q

What is SWOT

A

Strengths, - Elements that make the organisation stand out from the competition and allow the project to concentrate on these factors to enhance successful project delivery

Weaknesses - Identification of areas that the project needs to be outsourced or which will best be accomplished through a joint venture or partnership/alliancing approach

Opportunities - Gives rise to the potential for additional benefits to be realised from the projects initiatives

Threats - The threat should be seen as giving rise to an opportunity for improvement. In addition, understanding threats provides insight into the risks to which the project may be exposed

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21
Q

What is PESTLE

A

Political - Consider internal as well as external politics - why so some stakeholders support your project initiatives and others do not? what are hidden agendas?

Economic - Consider aspects such as exchange rates, inflation, procurement policies and procedures, commercial terms and conditions, type of contract, contract payment terms

Sociological - This includes elements such as stakeholder analysis, consideration of local culture; interaction with normal social order, the project team and the continued motivation of the team

Technical - Does the technology for the solution exist, or does it still have to be developed? Do we have the skill and capability to develop or implement the technology? Can the solution be built, operated and maintained? What are the technical interface requirements?

Legal/regulatory - Local laws, by-laws and regulations, including consideration or regional, national and international laws applicable to the project delivery

Ecological - Sites of Special Scientific Interest (SSSI) Heritage sites and aspects such as sustainability and the carbon footprint created by the project’s activities will also be key consideration

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22
Q

What are the responsibilities of the Sponsor?

A
  • Define the business investment aims
  • Produce the business case
  • Define the projects success criteria
  • Be the arbiter for user and stakeholder requirements
  • Specify ‘musts’ and ‘wants’
  • Determine the relative priority if the project constraints
  • Justify funding
  • Obtain approval for expenditure
  • Initiate the project and ensure a project manager is appointed
  • Monitor the project business environment
  • Keep senior management informed
  • Terminate the project if necessary
  • Support the Project Manager
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23
Q

What does the project steering group provide?

A

overall strategic direction for the project.

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24
Q

What are the attributes of a Project Sponsor

A

Authority - The sponsor should be senior enough within the organisation to make strategic decisions about the programme or project. As the sponsor is accountable for the programme or project the person chosen must have sufficient authority to make these decisions

Credibility - The sponsor’s credibility within the organisation will affect his or her ability to lead and direct the programme or project

Ability to challenge - An effective Sponsor needs to challenge upwards as well as down to the delivery team

Ability to delegate - A key part of the sponsors role is to ensure that the programme or project manager is given enough ‘space’ to manage the programme or project by keeping Board activity at the right level

Availability - A sponsor who meets all of the other characteristics is of little value to the programme or project is he or she is not available to make decisions and provide direction to the programme or project manager

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25
Q

What is the difference between a project manager and a project sponsor

A

Project Manager
Accountable to the project sponsor
Key role is to manage efficient production of the project deliverables within the given time, cost and quality constraints

Project Sponsor
Accountable to the host organisation senior executive body
Key role is to provide direction to the project manager and administer effective use of the project outputs to deliver the business benefits detailed in the business case

26
Q

What are the responsibilities of a Project Manager?

A
  • Deliver the project to time, cost and quality/priority priorities
  • Make or force timely decisions to ensure project success
  • Empathise with the sponsor and aid success
  • Manage sponsor and user expectations
  • Define and plan the project
  • Monitor and control project progress
  • Build, lead and motivate the project team throughout the project
  • Ensure work packages are allocated and the responsibilities identified
  • Keep the sponsor and senior management informed of progress/problems
  • Recommended termination, if justified
  • Communicate and act as prime point of contract day-to-day matters with team members, other organisations, contractors, providers, etc.
27
Q

What are the end users accountable for?

A

Specifying operational requirements and acceptance criteria for the project deliverables and ultimately for accepting and operating the deliverables to achieve the defined benefits

28
Q

What are the responsibilities of the end users

A
  • Identify project requirements
  • Separate ‘musts’ and ‘wants’
  • Identify any necessary project constraints
  • Accept the sponsors project authority
  • Accept and operate deliverables
  • Provide practical assistance and guidance
  • Assist the project manager with hand over/acceptance
  • Inform the project manager of any operational changes
  • Be part of the project team
29
Q

Who are suppliers

A

May be individual or groups either internal or external to the organisation that commissions the project. They provide resources, specialist expertise, goods and services to create components of the project deliverables. At a senior level, one or more representatives of the suppliers may be appointed to the steering group. The project manager may be from a supplier organisation. Many of the team members working for the project manager are likely to be suppliers.

30
Q

Who do team members work for

A

On smaller projects, the team members are likely to work directly to the project manager. On larger projects, there will be team managers responsible for sets of activities or packages of work forming part of the overall project.

31
Q

What is the Project Office

A

Project Office are part of the infrastructure that can provide a decision-enabling and delivery-support capability to organisations engaged in project, programme and portfolio management.

32
Q

Typical roles and responsibilities of the Project Office

A
  • Administrative support and assistance to project managers. This may tale the form of template and life cycle development as well as providing support to the users of these templates
  • Collection, analysis and reporting of project information. The project office may collate the status of projects across the portfolio and provide consolidated information to senior management
  • Assurance of project management processes. Ensuring that the right people are doing the right things at the right time is a key function of many project offices. Typically this will involve some form of audit to ensure that the project method is being followed appropriately.
  • Allocation and development of project resources. This will depend on the skill-set of each project manager as well as their present workload.
  • Lessons learned. The project office may support the sharing of project lessons across the organisation. Additionally, it may assume the responsibility for updating the project method including any associated templates and checklists. This is an important function in relation to effective knowledge management and the maturity of project management within the organisation as a whole.
33
Q

What are the types of Project Office

A

Project Support Office - Typically assigned to a single project and provides administrative support to the Project Sponsor and the Project Manager. This can include maintenance of the project logs and registers, maintain the project plan, collation and circulation of project reports etc.

Projects Office - Typically provides administrative support to a number of discrete projects. Efficiencies are gained by having a consistent approach and single set of systems.

Programme Management Office - Typically assigned to a programme to support the programme and associated projects. As well providing administrative support, it plays an important role in ensuring the governance processes are adhered to (escalating risks to the appropriate level etc.) it will typically manage resource allocation

Programme and Project Support Office - A PMO is typically set up to support the programmes and projects across an organisation, or a department or division with the organisation. It provides a central repository for all projects and programme information and typically owns the project delivery method and tools

Enterprise Programme Management Office - An EPMO works across a full organisation, its primary focus is maintaining the programme/project register and providing information to senior management in order to support decision. The EPMO provides a key role in enabling the organisation to identify, select and deselect projects and programmes to be undertaken.

34
Q

Summarise key project roles and responsibilities

A

Steering Group
Overall strategic direction of project
Assist Sponsor and consider project issues as and when they arise

Sponsor
Delivering the business benefits
Scope project, justify funding, set success criteria, review progress

Project Manager
Delivering the project objectives
Plan the project, organise resources, monitor and control the project

User(s)
Operating and maintaining the deliverables
Define ‘operating’ requirements, ‘operate’ project deliverables

Supplier/Providers
Providing resources
Deliver components of project deliverables

Team Members
Supporting the project manager
Execute work packages, work within agreed constraints

Project Office/Infrastructure
AAs determined by particular company procedures
Assist sponsors and project managers

35
Q

Governance definition

A

Refers to the set of policies, regulations, functions, processes, procedures and responsibilities that define the establishment, management and control of projects, programmes and portfolios

36
Q

What is the Governance of Project Management’s four main components

A
  • Portfolio direction
  • Project sponsorship
  • Project management
  • Disclosure and reporting
37
Q

What are the 11 principles of Governance?

A
  • The board have overall responsibility for the governance of project management
  • The roles, responsibilities and performance criteria for governance of project management are clearly defined
  • Disciplined governance arrangements, supported by the overall business case is reviewed and approved.
  • A coherent and supportive relationships is demonstrated between the overall business case is reviewed and approved
  • All projects have an approved plan containing authorisation points at which the business case is reviewed and approved. Decisions made at these authorisation points are recorded and communicated
  • Members of delegated authorisation bodies have sufficient representation, competence, authority and resources to enable to make appropriate decisions
  • The business case is supported by relevant and realistic information that provides a reliable basis for making authorisation decisions
  • The senior executives or their delegated agents decide when independent scrutiny of products are project management systems is required, and implement such scrutiny accordingly
  • There are clearly defined criteria for reporting project status and for the escalation of risks and issues to the levels required by the organisation
  • The organisation fosters a culture of improvement and of frank disclosure of project information
  • Project stakeholders are engaged at a level that is commensurate with their importance to the organisation and in a manner that fosters trust.
38
Q

What are the benefits of governance

A

Optimise portfolio - senior management must ensure that each project has viable business case and that risk is shared across its project, programme and business-as-usual activities

Minimise risk - As well as ensuring that each project has an approved plan with agreed authorisation points, clearly defined reporting and escalation criteria will help ensure that senior management are fully aware of risk associated with their portfolio

Assure growth - More informed decision making should help assure the long-term viability and continues growth of the organisation

Stakeholder confidence - Shareholders, funders, customers and suppliers will all have more confidence in an organisation that is seen to have robust governance framework in place.

Better decisions - Governance principles should provide the key stakeholders with the necessary information to make important decisions regarding the viability of projects, the likely achievement of strategic objectives and the need for corrective action

Compliance - A robust set of governance management principles will help ensure that the organisation complied with relevant corporate governance legislation and guidelines

39
Q

What is the project life cycle

A

A life cycle defines the inter-related phases of project, programme or portfolio and provides a structure for governing the progression of the work

40
Q

What are the phases of the project life cycle and the extended life cycle

A

Concept
Definition
Development
Handover and closure

Operation
Termination

41
Q

What happens in the concept phase

A

Within this phase the problem or opportunity which gives rise to the project is defined and the need established.

A preferred solution is decided upon, and the feasibility of the project is addressed and investigated.

This phase will be concluded by the formal endorsement of the Project Management Plan

42
Q

What happens in the definition phase?

A

Evaluated the preferred solution further and considered how best that solution can be created.

Detailed project management plans is established that dictate how the project will be implemented.

The phase is concluded by the formal endorsement of Project Management Plan

43
Q

What happens during the development phase?

A

The plans drawn up on earlier phases are enacted and the primary project deliverables are created. I’m some industries, the phase is often decomposed into the stages of ‘Detailed design’ and ‘Build’

This phase is likely to consume the highest rate of resources, especially the physical creation of the deliverables

The phase will be concluded by the creation of the deliverables

44
Q

What happens in the handover and closure phase?

A

Seeks to ensure the project deliverables is fully completed and brought into use, to the satisfaction of the sponsor.

A large element of this phase is managing the introduction of the service/product into the organisation. All documentation should be completed, audited and provided to the sponsors.

All outstanding contractual obligations should be concluded.

Concluded when the asset is fully commissioned and operational, post-project (delivery) reviews are complete and the project team is disbanded

45
Q

What happens is the operation phase

A

Primary project deliverables, or assets, are operated and maintained such that they produce the benefits identified within the business case.

The phase is concluded when the assets reach the end of their economic operational life

46
Q

What happens in the termination phase?

A

Concluded the economic operational life of an asset and involved its disposal in a save and effective manner.

The phase is concluded when all material and assets are safely disposed off and all outstanding contractual relationships are concluded.

47
Q

What are the key actions of the concept phase

A
  • customer consultation
  • needs and requirements identification and definition
  • stakeholder analysis
  • identification of benefits
  • production of approved need statement
  • options study
  • preferred option selection
  • creation of the business case
48
Q

What are the key actions of the definition phase?

A
  • high level design of chosen option
  • refined estimates of timescales and costs
  • risk identification and assessment
  • identification of required resources
  • project team formation
  • creation of Project Management Plan
49
Q

What are the key actions of the development phase?

A
  • Execution of plans
  • Expediting
  • monitoring
  • reporting
  • change control
  • leadership
  • conflict management
  • creation of the deliverables
50
Q

What are the key actions of the handover and closure phase?

A
  • test
  • commissioning
  • acceptance of deliverables by users
  • training of users
  • handover of deliverable from project to production environment
  • review
  • disbanding of team
  • dissemination of lessons learned
51
Q

What are the key elements of the operations phase

A
  • operation
  • maintenance
  • benefits realisation
  • life extension initiatives
  • lessons learned initiatives
52
Q

What are the key actions of the termination phase?

A
  • disposal
  • environmental assessments
  • disbanding of operational team
  • lessons learned
53
Q

What is the definition of project reviews?

A

A review is a critical evaluation of a deliverable, business case or project, programme and portfolio management process

54
Q

What are project evaluation reviews?

A

Are schedules and undertaken regularly throughout the project in order to assess the project, primarily against the project management lab but also against the business case as appropriate

Reviews provide the opportunity for the project manager and project team to reflect and report on project progress and their performance - both individually and as a team.

55
Q

What does the project evaluation review consider in the development phase?

A
  • the project management process and their suitability and effectiveness
  • the overall progress against the schedule, budget, resources and quality
  • stakeholder relationships and perceptions
56
Q

What is a gate review?

A

A review undertaken at the end of each phase/stage of the project life cycle, prior to the commencement of the next phase/stage.

In long and complex projects, lengthy phases can be sub-divided into stages for greater control.

These points in the project can sometimes be called Stage Gate, kill points, go/no go decisions

The objective of the gate review is to confirm that the business case is still viable, the further investment is justified and the the project should proceed to the next stage/phase

57
Q

What are project audits

A

Project reviews undertaken by external bodies to the project team e.g quality assurance

Project audits are undertaken in the request of the project sponsor, key stakeholders or the senior executives within the organisation to provide a truly objective view of the project.

58
Q

What is a post project review

A

Similar to a project evaluations review but is wider in scope and revisits the whole life of the project. It is one of the final steps in the handover and closure phase.

59
Q

What is the purpose of the post project review

A

The project - against its success criteria and determine what went right and what went wrong - making clear distinction between cause and effect

The project team - their individual and team performance

The project environment - the project management, processes, tools and techniques

60
Q

Describe the benefits realisation review

A

One or more benefits realisation reviews are undertaken after the project is closed and the deliverables are in production and being used in business as usual activities

The purpose of the benefits realisation review is to assess whether the defined benefits in the business case are being delivered by the sponsor

At project closure, the sponsor will review the environment created by the project manager in which the benefits can be realised. The onus is on the project manager to create this environment.

In some instances the project manager is retained and delegated with the responsibility for realising these benefits, but accountability still rests with the sponsor as the champion of the project, author of the business case and the integrative link between the project and the business at large

61
Q

What is the importance and benefits of project reviews

A
  • better decision making
  • objective review of a projects health
  • improved governance of the project
  • sharing of lessons learned (and the subsequent improvement of technical and management processes)
  • more timely implementation of corrective action
  • increased stakeholder confidence
  • increases likelihood of project success
62
Q

What are the benefits of the project life cycle

A

Improved decision making and control
- each phase/stage of the project will have clearly defined deliverables and activities. Formal gate-reviews will also help stakeholders make informed decisions regarding the project in light of new information relating to time, cost, performance and other expectations

More focus on the early life cycle phases
- the life cycle should help the organisation better govern their projects through the mandatory creation and approval of the projects business case and project management plan. These outputs can then be used throughout the project to maintain focus and control

More effective planning
- each phase of the project will require different resources and skill sets. Both resource and financial planning will be greatly enhanced through the use of W formal life cycle. A rolling-wave approach to planning can also be facilitated through the adoption of a phased approach.

Improved stakeholder communication and understanding
- a consistent life cycle approach will help stakeholders understand what has been delivered so far and what work is outstanding. Consistent reporting of project status will greatly improve communication, again allowing more effective decisions to be arrived at. The end of each phase or stage is likely to be marked with a key milestone and these can then be used to communicate progress to interested parties

The life cycle will form the basis of the project management method
- having a defined set of tools/templates, outputs and roles and responsibilities for each stage of the project will form the basis of the organisations project method. This consistent approach will allow more effective stakeholder communication as well as increasing the likelihood of more effective handover of deliverables between stages