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Forming a
Project Team




www.maventraining.co.uk І 020 7089 6161
What is a Project?
                                                                 “A unique, transient endeavour
                                                                 undertaken to achieve a desired
                                                                 outcome”      APMBok, 5th Edition




         • A project is a one-off and special arrangement used by any
           endeavour(business, organisation, department etc.) to effect
           a necessary change – a project approach is used where
           existing day-to-day practices (operations/’business as usual’)
           are not appropriate.
         • Projects are seen to ‘deliver’ something into the endeavour’s
           current situation such that it: solves a problem, addresses
           strategic/tactical objectives, addresses an opportunity or
           executes mandatory or ‘must-do’ work. The ‘deliverables’ are
           used to effect the change leading to benefits.


2   © Maven Training 2011     www.maventraining.co.uk І 020 7089 6161
What is a Project?

       • Project type change is typified as:
          • Unique – one-off in the current time-frame
          • Temporary – they start and end (whereas business as
             usual is continuous)
          • Deliver change – ‘deliver’ something different to business
             as usual
          • Cross-functional – need resources, skills, decision-making
             effort from and affect a wide range of individuals, groups
             and stakeholders not normally connected
          • Having (increased)uncertainty – by definition a change has
             more risk than no change


3   © Maven Training 2011   www.maventraining.co.uk І 020 7089 6161
Who should be involved in your Project?
       In designing and forming a project team
       it is useful to consider the different




                                                                             BUSINESS
       ‘interests’ in the change…
       • BUSINESS interests
            • Desire the change to meet a
                                                                       DELIVERABLE
                                                                       OUTPUT            USERS

               need (solve a problem, deliver                          PRODUCT

               strategy, exploit an opportunity,




                                                                             PROVIDERS
               meet compliance)
            • Commission/approve,
               govern/direct, resource/fund and
               expect value (benefits)



4   © Maven Training 2011    www.maventraining.co.uk І 020 7089 6161
Who should be involved in your Project?
       • USER interests
          • Operate/use the deliverable                     DELIVERABLE -
                                                            also known as the
            and directly/indirectly deliver the value the project’s OUTPUT,
                                                            or PRODUCT
             business interest is seeking
          • Need to support, maintain or ‘own’ the deliverable
          • Are impacted by the change
       • PROVIDER (Supplier) interests
          • Technical specialist resources, skills to make the
            deliverable
          • Supplies capacity and capability to do the ‘work’
          • Design and build deliverable to satisfy user interests


5   © Maven Training 2011      www.maventraining.co.uk І 020 7089 6161
What ‘roles’ need filling?
         Each of the ‘three interests’ needs
         appropriate representation; a
         common project management team
         model is shown on the right




         BUSINESS INTEREST - SPONSOR/PROJECT BOARD EXECUTIVE
         • Ultimately accountable, yes/no to key go/no-go decisions, has
           authority/seniority to direct programme on behalf of
           ‘sponsoring group’, leads team, approves all defining and
           managing documents, plans and strategies, aligns with
           strategy, overall benefit realisation. One individual.

6   © Maven Training 2011        www.maventraining.co.uk І 020 7089 6161
What ‘roles’ need filling?

         USER INTEREST - SENIOR USER(S)
         • Represents and states
           needs/requirements of user
           community, approve ‘design’
           and accepts deliverables,
           ensures benefits can be, and
           are, realised for the SPONSOR,
           support SPONSOR in decision
           making. Can be one or more
           individuals (to represent varied
           USER groups)



7   © Maven Training 2011     www.maventraining.co.uk І 020 7089 6161
What ‘roles’ need filling?

           PROVIDER(Supplier) INTEREST - SENIOR SUPPLIER(S)
         • Commits Project Team
           resources to work for Project
           Manager and who creates
           deliverable to meet SENIOR
           USER ‘fitness for purpose’
           requirements, technical
           design authority, supports
           SPONSOR in decision making.
           Can be one or more
           individuals (to represent
           varied PROVIDERs)

8   © Maven Training 2011     www.maventraining.co.uk І 020 7089 6161
What ‘roles’ need filling?


           PROJECT MANAGER
           • ‘Agent’ of SPONSOR to
             manage change on their
             behalf, facilitates others,
             plans, delegates and
             monitors work, organises
             and handles day-to-day
             work (proactive and
             reactive). One individual.




9   © Maven Training 2011       www.maventraining.co.uk І 020 7089 6161
Who should be appointed to project roles?

       Overarching considerations for any appointment to a role are:
       •      Availability (at the time the project requires them)
       •      Competence – knowledge, skills (technical and ‘soft’), behavioural
       •      Viewpoint/perspective – will this support or conflict with the role?
       •      Credibility – especially for Project Board roles
       •      Appropriate authority – at the level appropriate to their role, either
              this comes with their business as usual ‘job’ or is given to them by
              the project – in the latter case it is important that others they work
              with can, and will, respect this temporary status
       Other considerations for appointing the right individuals:
       • The nature of the project
       • The nature of the environment


10 © Maven Training 2011           www.maventraining.co.uk І 020 7089 6161
Appointing roles – the nature of the project
   • An appropriate and complete project mandate/Project Brief is essential
     input to the design of and appointment of individuals to project team
     roles.
   • Understanding the objectives, scope, expected deliverables / output /
     product, desired outcome / benefits and risks, interfaces with other
     change (projects, programmes) and users affected will highlight:
            • Project importance and hence levels of authority (and experience) required
            • Capacity/capability demanded and that available (what competence is needed, and
              where do we resource the roles from – in-house or bought-in?)
            • Novelty or uncertainty of the work –guidance or ‘assurance’ roles may be required
              to supplement appointments unfamiliar with the nature of the project
            • Scale and complexity – may require breaking down roles into sub-roles to manage
              this more easily, or changing roles over time as the project evolves
            • Project management style/method – use of standard or special management
              methods demands that knowledgeable and experienced individuals are used


11 © Maven Training 2011             www.maventraining.co.uk І 020 7089 6161
Appointing roles – the nature of the environment

       • Your organisation is unique – some of the factors listed below may drive
         team design and hence appointment of roles to your project:
                •          Project management maturity and experience – is capability/capacity
                           available?, using embedded staff or hiring in?
                •          ‘Connectedness’ of the project – if part of a programme or wider portfolio,
                           roles might be filled from higher level programmes/portfolio structures (and
                           this could be demanded by your organization)
                •           Customer/client base– internal/external? Multi-customer? Representation
                           for users needs to be appropriate for those who are ‘down-stream’/remote
                •          Language/geography – some roles may need to be equipped, or positioned,
                           to work locally/remotely from the ‘action’ and with necessary competence to
                           engage with users/suppliers appropriately with local language/style
                •          Governance and corporate standards – demands for compliance with and
                           consistent application of governance/standards may demand role
                           appointments to assure these, or to have experience of working with them
                •          Culture – how we ‘do things around here’ – may dictate decisions for
                           appointments to meet ‘style’ of users, business and supplier interests

12 © Maven Training 2011                       www.maventraining.co.uk І 020 7089 6161
Checklist one- key characteristics of board roles

       • Board roles are primarily aimed at DIRECTION of the project,
         characteristics of appointees should include:
          • Willing and able to take on accountability for the
             success/failure of the project from their perspective (‘interest’)
          • Have appropriate authority – give direction, approve strategies
             and plans, commit resources (in their ‘interest’ area)
          • Provide unified direction and delegate to the Project Manager
          • Work together with other board ‘interests’ to seek consensus,
             and pragmatic and realistic agreements and solutions
          • Adequately represent the needs of those in their ‘interest’
          • Leadership. influence and negotiation
          • Act as the ‘voice of the project’ to upward and outward
             stakeholders

13 © Maven Training 2011       www.maventraining.co.uk І 020 7089 6161
Checklist two - key characteristics of other roles
        Project Manager role is focused on                    Project Team roles are focussed on
        MANAGING the project                                  DELIVERY
    •      Can exert authority given by SPONSOR               •     Can exert authority given by Project Manager
    •      Works with board – ‘leads up’, appropriate         •     Technical and specialist knowledge and skills -
           reporting, offers challenge and options                  related to the deliverable(s) in their work
    •      Delegation – to Team Manager and Team              •     Plans, monitors and manages delivery
           Member roles                                             resources ‘down stream’ where appropriate
    •      Organised – planning, monitoring (cost,            •     Many characteristics are similar to Project
           time, scope, quality, risk and benefits);                Manager’s
           maintains information and data records                    — Organised around their or their resources
    •      People skills                                               work
                                                                     — People skills
    •      Communication – influence, negotiation,
           conflict management                                       — Communication
                                                                     — Problem solving and time management
    •      Problem solving and time management
                                                                     — Proactive and reactive behaviour
    •      Attention to detail whilst maintaining ‘big
                                                              •     Represents ‘supplier’ interests whilst working
           picture’ perspective
                                                                    for the Project Manager and the project’s
    •      Proactive ands reactive behaviour                        objectives
    •      Represents project ‘customer’ (even when
           externally resourced


14 © Maven Training 2011                 www.maventraining.co.uk І 020 7089 6161
When you train with Maven

       During the course

                 Course materials including models, games, puzzles, slides, activities and sample
                 examination papers.

                 Experienced trainers who know how to manage projects and how to use the
                 techniques and can provide lots of worked examples to help you see how the
                 technique actually works and its benefits.

                 Guidance and activities to help you feel confident in sitting your examination.

       After the course

                 Use www.maventraining.co.uk/knowledge-centre to stay up-to-date with issues
                 relating to project, programme and portfolio management.



15 © Maven Training 2011                 www.maventraining.co.uk І 020 7089 6161
For further information about Maven Training please contact:




    Melanie Franklin
    Telephone: 020 7403 7100
    e-mail: melanie.franklin@maventraining.co.uk
    website: www.maventraining.co.uk




www.maventraining.co.uk І 020 7089 6161

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Forming a Project Team

  • 2. What is a Project? “A unique, transient endeavour undertaken to achieve a desired outcome” APMBok, 5th Edition • A project is a one-off and special arrangement used by any endeavour(business, organisation, department etc.) to effect a necessary change – a project approach is used where existing day-to-day practices (operations/’business as usual’) are not appropriate. • Projects are seen to ‘deliver’ something into the endeavour’s current situation such that it: solves a problem, addresses strategic/tactical objectives, addresses an opportunity or executes mandatory or ‘must-do’ work. The ‘deliverables’ are used to effect the change leading to benefits. 2 © Maven Training 2011 www.maventraining.co.uk І 020 7089 6161
  • 3. What is a Project? • Project type change is typified as: • Unique – one-off in the current time-frame • Temporary – they start and end (whereas business as usual is continuous) • Deliver change – ‘deliver’ something different to business as usual • Cross-functional – need resources, skills, decision-making effort from and affect a wide range of individuals, groups and stakeholders not normally connected • Having (increased)uncertainty – by definition a change has more risk than no change 3 © Maven Training 2011 www.maventraining.co.uk І 020 7089 6161
  • 4. Who should be involved in your Project? In designing and forming a project team it is useful to consider the different BUSINESS ‘interests’ in the change… • BUSINESS interests • Desire the change to meet a DELIVERABLE OUTPUT USERS need (solve a problem, deliver PRODUCT strategy, exploit an opportunity, PROVIDERS meet compliance) • Commission/approve, govern/direct, resource/fund and expect value (benefits) 4 © Maven Training 2011 www.maventraining.co.uk І 020 7089 6161
  • 5. Who should be involved in your Project? • USER interests • Operate/use the deliverable DELIVERABLE - also known as the and directly/indirectly deliver the value the project’s OUTPUT, or PRODUCT business interest is seeking • Need to support, maintain or ‘own’ the deliverable • Are impacted by the change • PROVIDER (Supplier) interests • Technical specialist resources, skills to make the deliverable • Supplies capacity and capability to do the ‘work’ • Design and build deliverable to satisfy user interests 5 © Maven Training 2011 www.maventraining.co.uk І 020 7089 6161
  • 6. What ‘roles’ need filling? Each of the ‘three interests’ needs appropriate representation; a common project management team model is shown on the right BUSINESS INTEREST - SPONSOR/PROJECT BOARD EXECUTIVE • Ultimately accountable, yes/no to key go/no-go decisions, has authority/seniority to direct programme on behalf of ‘sponsoring group’, leads team, approves all defining and managing documents, plans and strategies, aligns with strategy, overall benefit realisation. One individual. 6 © Maven Training 2011 www.maventraining.co.uk І 020 7089 6161
  • 7. What ‘roles’ need filling? USER INTEREST - SENIOR USER(S) • Represents and states needs/requirements of user community, approve ‘design’ and accepts deliverables, ensures benefits can be, and are, realised for the SPONSOR, support SPONSOR in decision making. Can be one or more individuals (to represent varied USER groups) 7 © Maven Training 2011 www.maventraining.co.uk І 020 7089 6161
  • 8. What ‘roles’ need filling? PROVIDER(Supplier) INTEREST - SENIOR SUPPLIER(S) • Commits Project Team resources to work for Project Manager and who creates deliverable to meet SENIOR USER ‘fitness for purpose’ requirements, technical design authority, supports SPONSOR in decision making. Can be one or more individuals (to represent varied PROVIDERs) 8 © Maven Training 2011 www.maventraining.co.uk І 020 7089 6161
  • 9. What ‘roles’ need filling? PROJECT MANAGER • ‘Agent’ of SPONSOR to manage change on their behalf, facilitates others, plans, delegates and monitors work, organises and handles day-to-day work (proactive and reactive). One individual. 9 © Maven Training 2011 www.maventraining.co.uk І 020 7089 6161
  • 10. Who should be appointed to project roles? Overarching considerations for any appointment to a role are: • Availability (at the time the project requires them) • Competence – knowledge, skills (technical and ‘soft’), behavioural • Viewpoint/perspective – will this support or conflict with the role? • Credibility – especially for Project Board roles • Appropriate authority – at the level appropriate to their role, either this comes with their business as usual ‘job’ or is given to them by the project – in the latter case it is important that others they work with can, and will, respect this temporary status Other considerations for appointing the right individuals: • The nature of the project • The nature of the environment 10 © Maven Training 2011 www.maventraining.co.uk І 020 7089 6161
  • 11. Appointing roles – the nature of the project • An appropriate and complete project mandate/Project Brief is essential input to the design of and appointment of individuals to project team roles. • Understanding the objectives, scope, expected deliverables / output / product, desired outcome / benefits and risks, interfaces with other change (projects, programmes) and users affected will highlight: • Project importance and hence levels of authority (and experience) required • Capacity/capability demanded and that available (what competence is needed, and where do we resource the roles from – in-house or bought-in?) • Novelty or uncertainty of the work –guidance or ‘assurance’ roles may be required to supplement appointments unfamiliar with the nature of the project • Scale and complexity – may require breaking down roles into sub-roles to manage this more easily, or changing roles over time as the project evolves • Project management style/method – use of standard or special management methods demands that knowledgeable and experienced individuals are used 11 © Maven Training 2011 www.maventraining.co.uk І 020 7089 6161
  • 12. Appointing roles – the nature of the environment • Your organisation is unique – some of the factors listed below may drive team design and hence appointment of roles to your project: • Project management maturity and experience – is capability/capacity available?, using embedded staff or hiring in? • ‘Connectedness’ of the project – if part of a programme or wider portfolio, roles might be filled from higher level programmes/portfolio structures (and this could be demanded by your organization) • Customer/client base– internal/external? Multi-customer? Representation for users needs to be appropriate for those who are ‘down-stream’/remote • Language/geography – some roles may need to be equipped, or positioned, to work locally/remotely from the ‘action’ and with necessary competence to engage with users/suppliers appropriately with local language/style • Governance and corporate standards – demands for compliance with and consistent application of governance/standards may demand role appointments to assure these, or to have experience of working with them • Culture – how we ‘do things around here’ – may dictate decisions for appointments to meet ‘style’ of users, business and supplier interests 12 © Maven Training 2011 www.maventraining.co.uk І 020 7089 6161
  • 13. Checklist one- key characteristics of board roles • Board roles are primarily aimed at DIRECTION of the project, characteristics of appointees should include: • Willing and able to take on accountability for the success/failure of the project from their perspective (‘interest’) • Have appropriate authority – give direction, approve strategies and plans, commit resources (in their ‘interest’ area) • Provide unified direction and delegate to the Project Manager • Work together with other board ‘interests’ to seek consensus, and pragmatic and realistic agreements and solutions • Adequately represent the needs of those in their ‘interest’ • Leadership. influence and negotiation • Act as the ‘voice of the project’ to upward and outward stakeholders 13 © Maven Training 2011 www.maventraining.co.uk І 020 7089 6161
  • 14. Checklist two - key characteristics of other roles Project Manager role is focused on Project Team roles are focussed on MANAGING the project DELIVERY • Can exert authority given by SPONSOR • Can exert authority given by Project Manager • Works with board – ‘leads up’, appropriate • Technical and specialist knowledge and skills - reporting, offers challenge and options related to the deliverable(s) in their work • Delegation – to Team Manager and Team • Plans, monitors and manages delivery Member roles resources ‘down stream’ where appropriate • Organised – planning, monitoring (cost, • Many characteristics are similar to Project time, scope, quality, risk and benefits); Manager’s maintains information and data records — Organised around their or their resources • People skills work — People skills • Communication – influence, negotiation, conflict management — Communication — Problem solving and time management • Problem solving and time management — Proactive and reactive behaviour • Attention to detail whilst maintaining ‘big • Represents ‘supplier’ interests whilst working picture’ perspective for the Project Manager and the project’s • Proactive ands reactive behaviour objectives • Represents project ‘customer’ (even when externally resourced 14 © Maven Training 2011 www.maventraining.co.uk І 020 7089 6161
  • 15. When you train with Maven During the course Course materials including models, games, puzzles, slides, activities and sample examination papers. Experienced trainers who know how to manage projects and how to use the techniques and can provide lots of worked examples to help you see how the technique actually works and its benefits. Guidance and activities to help you feel confident in sitting your examination. After the course Use www.maventraining.co.uk/knowledge-centre to stay up-to-date with issues relating to project, programme and portfolio management. 15 © Maven Training 2011 www.maventraining.co.uk І 020 7089 6161
  • 16. For further information about Maven Training please contact: Melanie Franklin Telephone: 020 7403 7100 e-mail: melanie.franklin@maventraining.co.uk website: www.maventraining.co.uk www.maventraining.co.uk І 020 7089 6161