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Chapter 4 recap

Managing the work

The key takeaways from this chapter’s 6 lessons.

Projects in one page

  • Scope (what), time (when), cost (how much) and quality (how good) pull against each other; changing one moves the others.
  • The project manager (or project director) is accountable for the whole; discipline leads for their parts.
  • Information delivery is one of the project's work streams, with milestones that must fit the programme.
  • A good coordinator speaks the PM's language: impact on scope, time, cost, quality and risk.

Risk management

  • A risk is an uncertain event that would affect the project's objectives; an issue is a risk that has happened.
  • Each risk is described, scored (likelihood × impact), owned, and given a response: avoid, reduce, transfer or accept.
  • Information risks belong on the register: late or missing deliverables, poor data, interoperability, skills, security.
  • ISO 19650 asks the delivery team to assess information delivery risks in its tender response and keep them up to date.

Quality management

  • Quality assurance (QA) is the planned system that prevents defects; quality control (QC) is the checking that finds them.
  • Many firms run a quality management system (often to ISO 9001) with procedures, checks, records and audits.
  • Model checks, IDS checks and naming validation are QC for information; templates, training and procedures are QA.
  • Non-conformances are recorded, fixed, and analysed so the cause is removed.

Change control

  • A change request describes the change, its reason and who asked for it.
  • It's assessed for impact on scope, time, cost, quality and risk (design, programme, information).
  • The person with authority approves or rejects it, and the decision is recorded.
  • Model comparison between revisions shows what actually changed, which keeps change records honest.

Stakeholders and communication

  • Stakeholders are everyone affected by or able to affect the project: client, users, designers, contractors, authorities, neighbours.
  • Map them by interest and influence, and decide what each needs to know, when and how.
  • Coordination reports should be short and tailored: status and risk for the PM, actions for discipline leads, decisions for the client.
  • Use the same source for every view so the numbers never disagree.

Lessons learned and close-out

  • Capture lessons at each stage, not just at the end, while people still remember.
  • Write each as what happened, why, and what to change; give it an owner.
  • Turn lessons into changes: templates, BEP, information standard, requirements, training.
  • Close-out archives the project record (final models, documents, decisions) so it can be found later.