IntroductionWho should be involved?

The portfolio management teamProject steering group

Project manager

Project roles and responsibilities

Tobias Sippl Martin Riefler

VP Projektmanagement und Informatik

Sippl, Riefler Project roles and responsibilities

IntroductionWho should be involved?

The portfolio management teamProject steering group

Project manager

Overview

1 Introduction

2 Who should be involved

3 The portfolio management team

4 Project steering group

5 Project manager

Sippl, Riefler Project roles and responsibilities

IntroductionWho should be involved?

The portfolio management teamProject steering group

Project manager

What’s essential for a project’s organisational structure?

1 should contain layers of authority

2 designed to meet particular needs

3 tailored to meet its objective

4 must certify that expectations may be met

Sippl, Riefler Project roles and responsibilities

IntroductionWho should be involved?

The portfolio management teamProject steering group

Project manager

role distributionmanagement team’s duties

There needs to be general agreement on..

1 who defines what is required

2 who provides the budget

3 who directs the people involved in the project

4 who authorises changes

5 who manages the day-to-day work

Sippl, Riefler Project roles and responsibilities

IntroductionWho should be involved?

The portfolio management teamProject steering group

Project manager

role distributionmanagement team’s duties

There needs to be general agreement on..

1 who defines what is required

2 who provides the budget

3 who directs the people involved in the project

4 who authorises changes

5 who manages the day-to-day work

Sippl, Riefler Project roles and responsibilities

IntroductionWho should be involved?

The portfolio management teamProject steering group

Project manager

role distributionmanagement team’s duties

There needs to be general agreement on..

1 who defines what is required

2 who provides the budget

3 who directs the people involved in the project

4 who authorises changes

5 who manages the day-to-day work

Sippl, Riefler Project roles and responsibilities

IntroductionWho should be involved?

The portfolio management teamProject steering group

Project manager

role distributionmanagement team’s duties

There needs to be general agreement on..

1 who defines what is required

2 who provides the budget

3 who directs the people involved in the project

4 who authorises changes

5 who manages the day-to-day work

Sippl, Riefler Project roles and responsibilities

IntroductionWho should be involved?

The portfolio management teamProject steering group

Project manager

role distributionmanagement team’s duties

There needs to be general agreement on..

1 who defines what is required

2 who provides the budget

3 who directs the people involved in the project

4 who authorises changes

5 who manages the day-to-day work

Sippl, Riefler Project roles and responsibilities

IntroductionWho should be involved?

The portfolio management teamProject steering group

Project manager

role distributionmanagement team’s duties

There needs to be general agreement on..

1 who defines what is required

2 who provides the budget

3 who directs the people involved in the project

4 who authorises changes

5 who manages the day-to-day work

Sippl, Riefler Project roles and responsibilities

IntroductionWho should be involved?

The portfolio management teamProject steering group

Project manager

role distributionmanagement team’s duties

Duties of the management team

1 identify further opportunities

2 commission projects

3 prioritise resources

4 secure funding

5 realise benefits

Sippl, Riefler Project roles and responsibilities

IntroductionWho should be involved?

The portfolio management teamProject steering group

Project manager

role distributionmanagement team’s duties

Duties of the management team

1 identify further opportunities

2 commission projects

3 prioritise resources

4 secure funding

5 realise benefits

Sippl, Riefler Project roles and responsibilities

IntroductionWho should be involved?

The portfolio management teamProject steering group

Project manager

role distributionmanagement team’s duties

Duties of the management team

1 identify further opportunities

2 commission projects

3 prioritise resources

4 secure funding

5 realise benefits

Sippl, Riefler Project roles and responsibilities

IntroductionWho should be involved?

The portfolio management teamProject steering group

Project manager

role distributionmanagement team’s duties

Duties of the management team

1 identify further opportunities

2 commission projects

3 prioritise resources

4 secure funding

5 realise benefits

Sippl, Riefler Project roles and responsibilities

IntroductionWho should be involved?

The portfolio management teamProject steering group

Project manager

role distributionmanagement team’s duties

Duties of the management team

1 identify further opportunities

2 commission projects

3 prioritise resources

4 secure funding

5 realise benefits

Sippl, Riefler Project roles and responsibilities

IntroductionWho should be involved?

The portfolio management teamProject steering group

Project manager

role distributionmanagement team’s duties

Duties of the management team

1 identify further opportunities

2 commission projects

3 prioritise resources

4 secure funding

5 realise benefits

Sippl, Riefler Project roles and responsibilities

IntroductionWho should be involved?

The portfolio management teamProject steering group

Project manager

The portfolio management team

1 will normally meet every month

2 constructed according to specific criteria

3 team’s success is judged

Sippl, Riefler Project roles and responsibilities

IntroductionWho should be involved?

The portfolio management teamProject steering group

Project manager

rolesrequirementsproject sponsor

Tasks of the project steering group

1 commissions project plan from project manager

2 authorises start of the project

3 authorises significant changes to the plan

4 secures and assignes resources

5 adjudicates on conflicts within project and resolves problems

Sippl, Riefler Project roles and responsibilities

IntroductionWho should be involved?

The portfolio management teamProject steering group

Project manager

rolesrequirementsproject sponsor

Requirements on participating people

1 committed to a successful project outcome

2 authorised to make decisions

3 provide or source resources

4 experts in their fields

Sippl, Riefler Project roles and responsibilities

IntroductionWho should be involved?

The portfolio management teamProject steering group

Project manager

rolesrequirementsproject sponsor

Requirements on participating people

1 committed to a successful project outcome

2 authorised to make decisions

3 provide or source resources

4 experts in their fields

Sippl, Riefler Project roles and responsibilities

IntroductionWho should be involved?

The portfolio management teamProject steering group

Project manager

rolesrequirementsproject sponsor

Requirements on participating people

1 committed to a successful project outcome

2 authorised to make decisions

3 provide or source resources

4 experts in their fields

Sippl, Riefler Project roles and responsibilities

IntroductionWho should be involved?

The portfolio management teamProject steering group

Project manager

rolesrequirementsproject sponsor

Requirements on participating people

1 committed to a successful project outcome

2 authorised to make decisions

3 provide or source resources

4 experts in their fields

Sippl, Riefler Project roles and responsibilities

IntroductionWho should be involved?

The portfolio management teamProject steering group

Project manager

rolesrequirementsproject sponsor

Requirements on participating people

1 committed to a successful project outcome

2 authorised to make decisions

3 provide or source resources

4 experts in their fields

Sippl, Riefler Project roles and responsibilities

IntroductionWho should be involved?

The portfolio management teamProject steering group

Project manager

rolesrequirementsproject sponsor

General information on the project steering group

1 group should not be allowed to become a committee

2 the fewer people involved, the easier to make decisions

3 group is chaired by project sponsor

Sippl, Riefler Project roles and responsibilities

IntroductionWho should be involved?

The portfolio management teamProject steering group

Project manager

rolesrequirementsproject sponsor

Project sponsor’s role

1 promote project’s commercial imperatives

2 assume ownership of project on behalf of portfoliomanagement team

3 seek to deliver viable outcome

Sippl, Riefler Project roles and responsibilities

IntroductionWho should be involved?

The portfolio management teamProject steering group

Project manager

rolesrequirementsproject sponsor

Project sponsor’s role

1 promote project’s commercial imperatives

2 assume ownership of project on behalf of portfoliomanagement team

3 seek to deliver viable outcome

Sippl, Riefler Project roles and responsibilities

IntroductionWho should be involved?

The portfolio management teamProject steering group

Project manager

rolesrequirementsproject sponsor

Project sponsor’s role

1 promote project’s commercial imperatives

2 assume ownership of project on behalf of portfoliomanagement team

3 seek to deliver viable outcome

Sippl, Riefler Project roles and responsibilities

IntroductionWho should be involved?

The portfolio management teamProject steering group

Project manager

rolesrequirementsproject sponsor

Project sponsor’s role

1 promote project’s commercial imperatives

2 assume ownership of project on behalf of portfoliomanagement team

3 seek to deliver viable outcome

Sippl, Riefler Project roles and responsibilities

IntroductionWho should be involved?

The portfolio management teamProject steering group

Project manager

rolesrequirementsproject sponsor

Project sponsor’s responsibilities

1 take ownership of business case from p. m. team and makesure it is maintained

2 brief p. m. team about project progress

3 authorise the plan and agree expenditure

4 organise and chair project steering group meetings

5 authorise action if significant budget or timescale variancesare forecast

6 etc.

Sippl, Riefler Project roles and responsibilities

IntroductionWho should be involved?

The portfolio management teamProject steering group

Project manager

rolesrequirementsproject sponsor

Judgement of project steering group’s performance

1 how far is the business case maintained?

2 does project produce value-adding outcome?

3 has it identified single project manager?

4 has it been able to set and apply escalation conditions?

5 has it been able to provide sufficient resources of necessaryquality?

Sippl, Riefler Project roles and responsibilities

IntroductionWho should be involved?

The portfolio management teamProject steering group

Project manager

rolesrequirementsproject sponsor

Judgement of project steering group’s performance

1 how far is the business case maintained?

2 does project produce value-adding outcome?

3 has it identified single project manager?

4 has it been able to set and apply escalation conditions?

5 has it been able to provide sufficient resources of necessaryquality?

Sippl, Riefler Project roles and responsibilities

IntroductionWho should be involved?

The portfolio management teamProject steering group

Project manager

rolesrequirementsproject sponsor

Judgement of project steering group’s performance

1 how far is the business case maintained?

2 does project produce value-adding outcome?

3 has it identified single project manager?

4 has it been able to set and apply escalation conditions?

5 has it been able to provide sufficient resources of necessaryquality?

Sippl, Riefler Project roles and responsibilities

IntroductionWho should be involved?

The portfolio management teamProject steering group

Project manager

rolesrequirementsproject sponsor

Judgement of project steering group’s performance

1 how far is the business case maintained?

2 does project produce value-adding outcome?

3 has it identified single project manager?

4 has it been able to set and apply escalation conditions?

5 has it been able to provide sufficient resources of necessaryquality?

Sippl, Riefler Project roles and responsibilities

IntroductionWho should be involved?

The portfolio management teamProject steering group

Project manager

rolesrequirementsproject sponsor

Judgement of project steering group’s performance

1 how far is the business case maintained?

2 does project produce value-adding outcome?

3 has it identified single project manager?

4 has it been able to set and apply escalation conditions?

5 has it been able to provide sufficient resources of necessaryquality?

Sippl, Riefler Project roles and responsibilities

IntroductionWho should be involved?

The portfolio management teamProject steering group

Project manager

rolesrequirementsproject sponsor

Judgement of project steering group’s performance

1 how far is the business case maintained?

2 does project produce value-adding outcome?

3 has it identified single project manager?

4 has it been able to set and apply escalation conditions?

5 has it been able to provide sufficient resources of necessaryquality?

Sippl, Riefler Project roles and responsibilities

IntroductionWho should be involved?

The portfolio management teamProject steering group

Project manager

overviewjudging criteriaselecting a project managerproject manager grades

The project manager

1 co-ordinates the project

2 makes sure it reaches standard of quality

3 developes plan and makes sure that all milestones are achieved

Sippl, Riefler Project roles and responsibilities

IntroductionWho should be involved?

The portfolio management teamProject steering group

Project manager

overviewjudging criteriaselecting a project managerproject manager grades

Criteria for judging a project manager

1 is there a plan that shows progress to date and forecasts fortime, cost and quality?

2 are escalation conditions for time and cost being applied?

3 is there a record demonstrating that changes to scope,timescare, cost and benefits have been approved by those withauthority to do so?

4 is there a record of risks to the project, together withmitigation plans and actions?

5 is the project steering group kept informed through progressreports and forecasts?

Sippl, Riefler Project roles and responsibilities

IntroductionWho should be involved?

The portfolio management teamProject steering group

Project manager

overviewjudging criteriaselecting a project managerproject manager grades

Selecting a suitable project manager depends on

1 the value of the project

2 its timescale

3 the risks

4 how critical it is

5 who is available

Sippl, Riefler Project roles and responsibilities

IntroductionWho should be involved?

The portfolio management teamProject steering group

Project manager

overviewjudging criteriaselecting a project managerproject manager grades

Selecting a suitable project manager depends on

1 the value of the project

2 its timescale

3 the risks

4 how critical it is

5 who is available

Sippl, Riefler Project roles and responsibilities

IntroductionWho should be involved?

The portfolio management teamProject steering group

Project manager

overviewjudging criteriaselecting a project managerproject manager grades

Selecting a suitable project manager depends on

1 the value of the project

2 its timescale

3 the risks

4 how critical it is

5 who is available

Sippl, Riefler Project roles and responsibilities

IntroductionWho should be involved?

The portfolio management teamProject steering group

Project manager

overviewjudging criteriaselecting a project managerproject manager grades

Selecting a suitable project manager depends on

1 the value of the project

2 its timescale

3 the risks

4 how critical it is

5 who is available

Sippl, Riefler Project roles and responsibilities

IntroductionWho should be involved?

The portfolio management teamProject steering group

Project manager

overviewjudging criteriaselecting a project managerproject manager grades

Selecting a suitable project manager depends on

1 the value of the project

2 its timescale

3 the risks

4 how critical it is

5 who is available

Sippl, Riefler Project roles and responsibilities

IntroductionWho should be involved?

The portfolio management teamProject steering group

Project manager

overviewjudging criteriaselecting a project managerproject manager grades

Selecting a suitable project manager depends on

1 the value of the project

2 its timescale

3 the risks

4 how critical it is

5 who is available

Sippl, Riefler Project roles and responsibilities

IntroductionWho should be involved?

The portfolio management teamProject steering group

Project manager

overviewjudging criteriaselecting a project managerproject manager grades

Project manager grades

1 PM1 - project or team leader

2 PM2 - project manager

3 PM3 - senior project manager

Sippl, Riefler Project roles and responsibilities