CSIA Best Practices offer project management planning guidance

The Control System Integrators Association Best Practices and Benchmarks covers the use of project plans, providing advice on project management, including the following tips.

03/27/2013


The Control System Integrators Association Best Practices and Benchmarks, now in its fourth edition, covers the use of project plans. Information below on project management was adapted from section 5.3 of the manual.

Develop a project management plan

The project management plan incorporates the output of other sales and planning processes, including:

  • Sales and client needs analysis
  • Proposal
  • Historical information related to project and client
  • Client’s and integrator’s organizational policies (e.g., required templates or forms)
  • Existence of client project execution methodologies and standards
  • Constraints and assumptions. 

Content should follow the integrator’s defined project planning methodology.

Review the project management plan with project members and then present the plan to the client.

Review the plan to ensure the execution process is understood and meets client expectations. The size and complexity of the project will determine the level and extent to which the plan will be reviewed. Ultimately, the review process allows for client buy-in and approval. Review and approval processes should follow those defined in the integrator’s project methodology. 

Hold a kick-off meeting with the client.

Review the plan

The integrator should review the project management plan with the client. If not already covered as part of the project plan review, be sure to address and agree upon:

  • Commercial issues
  • Scope of work and change order control method
  • Shipping requirements

Clarify expectations

During the kick-off meeting, clarify expectations by reviewing and addressing:

  • Project quality plan intentions
  • Project process intentions and client’s role
  • Items that require client’s signed approval
  • Configuration management requirements
  • Known project risks and a risk management plan
  • Format and content of physical deliverables
  • Roles and expectations during commissioning of the final product
  • Other general project execution issues.

Manage the project according to the project management plan.

Continuously manage and update the project baseline and other elements of the plan throughout the life of the project as status and requirements change. Any changes should be reflected in the project management plan. Monitor performance and take corrective actions based on the plan. 

Gain approvals along the way

Get formal approvals during project execution.

Some suggested key items for which to obtain approvals are:

  • Functionality and interfaces to be delivered (requirements and specifications)
  • Project technical risk plan and the associated contingencies
  • Project quality plan (including test plan)
  • Architecture and design reviews
  • User screen format, content, and navigation
  • Panel drawings for release to vendor
  • Resources, schedule, and scope changes.

Jeff Miller, PMP, is director of project management at Interstates Control Systems Inc., and chair of the CSIA Best Practices Committee.- Jeff Miller, PMP, is director of project management at Interstates Control Systems Inc., and chair of the CSIA Best Practices Committee. For more information about CSIA, visit www.controlsys.org. Edited by Mark T. Hoske, content manager, CFE Media, Control Engineering and Plant Engineering, mhoske@cfemedia.com.

Online Links

See related article on Collaboration, visibility key to successful project automation plan below.

www.controlsys.org 

www.interstates.com 



Robert , PA, United States, 04/02/13 02:37 PM:

Project Management Plans are the key to project sucess. Jeff did a great job of explaing this crucial step. This is an example of the valuable content in the CSIA Best Practices manual, a guide on how to run a really good CSI company. Thanks, Jeff.
Sarah , , 11/25/13 03:40 AM:

great post! very informative. i've learned more about project planning strategies at http://pioneeripm.com/en/blog
The Top Plant program honors outstanding manufacturing facilities in North America. View the 2015 Top Plant.
The Product of the Year program recognizes products newly released in the manufacturing industries.
The Engineering Leaders Under 40 program identifies and gives recognition to young engineers who...
World-class maintenance: The three keys to success - Deploy people, process and technology; 2016 Lubrication Guide; Why hydraulic systems get hot
Your leaks start here: Take a disciplined approach with your hydraulic system; U.S. presence at Hannover Messe a rousing success
Hannover Messe 2016: Taking hold of the future - Partner Country status spotlights U.S. manufacturing; Honoring manufacturing excellence: The 2015 Product of the Year Winners
The digital oilfield: Utilizing Big Data can yield big savings; Virtualization a real solution; Tracking SIS performance
Getting to the bottom of subsea repairs: Older pipelines need more attention, and operators need a repair strategy; OTC preview; Offshore production difficult - and crucial
Digital oilfields: Integrated HMI/SCADA systems enable smarter data acquisition; Real-world impact of simulation; Electric actuator technology prospers in production fields
Improving flowmeter calibration; Selecting flowmeters for natural gas; Case study: Streamlining assembly systems using PC-based control; CLPM: Improving process efficiency, throughput
Putting COPS into context; Designing medium-voltage electrical systems; Planning and designing resilient, efficient data centers; The nine steps of designing generator fuel systems
Warehouse winter comfort: The HTHV solution; Cooling with natural gas; Plastics industry booming

Annual Salary Survey

Before the calendar turned, 2016 already had the makings of a pivotal year for manufacturing, and for the world.

There were the big events for the year, including the United States as Partner Country at Hannover Messe in April and the 2016 International Manufacturing Technology Show in Chicago in September. There's also the matter of the U.S. presidential elections in November, which promise to shape policy in manufacturing for years to come.

But the year started with global economic turmoil, as a slowdown in Chinese manufacturing triggered a worldwide stock hiccup that sent values plummeting. The continued plunge in world oil prices has resulted in a slowdown in exploration and, by extension, the manufacture of exploration equipment.

Read more: 2015 Salary Survey

Maintenance and reliability tips and best practices from the maintenance and reliability coaches at Allied Reliability Group.
The One Voice for Manufacturing blog reports on federal public policy issues impacting the manufacturing sector. One Voice is a joint effort by the National Tooling and Machining...
The Society for Maintenance and Reliability Professionals an organization devoted...
Join this ongoing discussion of machine guarding topics, including solutions assessments, regulatory compliance, gap analysis...
IMS Research, recently acquired by IHS Inc., is a leading independent supplier of market research and consultancy to the global electronics industry.
Maintenance is not optional in manufacturing. It’s a profit center, driving productivity and uptime while reducing overall repair costs.
The Lachance on CMMS blog is about current maintenance topics. Blogger Paul Lachance is president and chief technology officer for Smartware Group.
This article collection contains several articles on the vital role that compressed air plays in manufacturing plants.
This article collection contains several articles on the Industrial Internet of Things (IIoT) and how it is transforming manufacturing.
This article collection contains several articles on strategic maintenance and understanding all the parts of your plant.
click me