Standard org chart & role descriptions
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Transcript of Standard org chart & role descriptions
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Standard Org Chart and Role Descriptions Introduction
This job aid supports completion of the Human Resources Plan section of a Project Plan, which calls for an organization chart and role descriptions for different team members.
If you are writing a Project Plan, this job aid provides some materials to get you started.
The generic organization chart can be your starting point – just customize the organization chart to reflect the size and structure of your project
Like the organization chart, the role descriptions provided here can be customized to develop role descriptions for project team members
If you are unfamiliar with Project Sponsors, Steering Committees, Advisory Committees, and Project Management Offices, some introductory information is provided for basic orientation
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Standard Organization Chart for a Project
(Insert Name)Project Manager
(Insert Name)Project Sponsor
Steering Committee(Insert Member Names
or Titles)Advisory Committee
(Insert Member Names or Titles and Orgs)
(Insert Name of Team) (Insert Name of Team)
(Insert Name)Team Member
(Insert Name)Team Member
(Insert Name)Team Member
(Insert Name)Team Member
Project Management Office
(Insert Name)PMO Lead
(Insert Name)Administrative Assistant
(Insert Name)Team Lead
(Insert Name)Team Lead
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Example Organization Chart for a Project
Dr. Nawal Al-TaweelProject Manager
Shiekh Faisal Al-ThaniSecretary GeneralProject Sponsor
Steering CommitteeDr. M Al-Asiri, Director of Finance
Ms. A Al-Qadi, Director of HRMr. H Al-Humaidi, Director of IT
Mr. K Al-Mannai, Director of Policy
Advisory CommitteeMr. R Al-Muhannadi, MOH
Mr. S Al Rashed, MOIMs. T Al-Sada, SEC
Mr. H Al-Rumaihi, SCFAMr. S AlAmmar, MOF
Design Team Research Team
Ms. Sarah Al-MalkiTeam Member
Mr. Ali Al-KaabiTeam Member
Mr. Jabor Al-KuwariResearcher
Mr. Mohammed Al-QadiResearcher
Project Management Office
Mr. Rashed Al-AmmariPMO Lead
Mrs. Hanna GahlAdministrative Assistant
Ms. Hind Al-NaamaDesign Team Lead
Dr. Hamad Al-KulfiResearch Team Lead
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Sponsor
Sponsor Background:
The Project Sponsor is the manager or executive within an organization who oversees a project and delegates authority to the Project Manager.
Sponsor Characteristics:
Generally provides the project budget
Has sufficient authority to direct all the staff involved in a project – or as many as possible
Has sufficient authority or influence to get the cooperation of key stakeholders
Sponsor Role Description:
Approves Plan, Schedule, and Budget
Ensures project is aligned with organizational strategy and compliant with policy
Ensures project makes good use of assets
Maintains project focus on its goal and outcomes
Verifies project progress against its Plan
Monitors effectiveness of Project Manager
Chairs the Steering Committee
Approves final deliverables
Removes any roadblocks to project success
Approves significant changes to the project scope, timeline, budget, or quality
Communicates about the project inside the agency and with external stakeholders
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Steering Committee
Steering Committee:
A group of senior managers responsible for business issues affecting the project
They may:
Have budget approval authority
Make decisions about changes in goals and scope
Be the highest authority to resolve issues or disputes
Steering Committee Role Description:
Ensures project is aligned with organizational strategy and compliant with policy
Ensures project makes good use of assets
Assist with resolving strategic level issues and risks
Approve or reject changes to the project with a high impact on timelines and budget
Assess project progress and report on project to senior management and higher authorities
Provide advice and guidance on business issues facing the project
Use influence and authority to assist the project in achieving its outcomes
Review and approve final project deliverables
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How do Sponsors and Steering Committees “Govern” Projects?
How is project governance carried out?
Review project documents, such as Plans and Status Reports, looking for evidence that the project is in the interests of the organization and uses assets responsibly
In discussions and decisions, advocate for what you believe is best for the organization and its stakeholders
Require that the Project Manager and team demonstrate competence, ethics, and compliance with organizational policy
Who can govern a project?
Senior manager of the funding organization as a SPONSOR
Senior mangers of the funding organization or stakeholder representatives as STEERING COMMTITEE MEMBERS
Who cannot govern a project?
Project Manager or other team member
They will not be seen as objective judges of their own work and conduct
What is Governance?
Oversight to ensure that Directors and Managers
Act in the interests of the organization
Are accountable for their use of assets
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Advisory Committee
Advisory Committee Background
An Advisory Committee is a group of people who represent key project stakeholders and provide advice to the Project.
Like Steering Committees, Advisory Committees are generally made up of Managers – often quite senior ones. Unlike Steering Committees, Advisory Committees do not make decisions regarding a project.
Advisory Committee Role
Provide insights to the team regarding
Stakeholder interests
Technical advice
Other relevant initiatives
Assist with resolving issues and risks
Use influence and authority to assist the project in achieving its outcomes
Communicate about the project in their organizations
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Role of a Project Manager
Project Manager Background
Project Managers have overall responsibility for meeting project requirements within the agreed to time, cost, scope and quality constraints outlined in the Project Plan.
Project Managers report to Project Sponsors, who have delegated their authority to the Project Manager.
Project Manager Role Description
Supervise and provide technical direction to project team
Provide weekly Project Status Reports to the Project Sponsor
Chair Advisory Committee meetings
Chair weekly team status meetings
Chair Risk and Change Control Committees (if these exist for a project)
Attend Steering Committee meetings and prepare supporting materials with the Project Sponsor (agendas, presentations)
Execute project management processes: risk, issues, change, quality, and document management
Ensure Project Plan, Schedule, and Budget are up-to-date; detect and manage variances
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Team Lead
Team Lead Background
A Team Lead is a person responsible for managing one part of a project, or a “subproject.” This position only exists on larger projects.
Team Leads ideally have project management skills, including human resource management, in addition to relevant technical skills.
Team Lead Role Description
Supervise and provide technical direction to sub-team members
Review all sub-team deliverables
Hold regular sub-team status meetings
Provide regular status reports to Project Manager
Attend Team Lead meetings and Project Status Meetings
Manage and resolve team-level risks, issues, and changes
Ensure team is using the project management processes outlined by the PMO in its Process Plans
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Team Member
Team Member Background
A person assigned to a team who is responsible for performing some of the project activities.
Team members may:
Report directly or indirectly to the project manager
Be assigned to work part-time or full-time on the project
Team Member Role Description
In your role description for a team members, list the:
Major activities they will do
Deliverables they will produce
You can list other responsibilities and expectations, such as:
Attendance at status meetings or other meetings
Compliance with standards
Participation in project management processes such as risk, issue, and document management
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Why are PMOs are Needed on Large Projects?
Frees time of Project Manager to focus on
Priority risks
Priority issues
Stakeholder alignment
Technical challenges
Ensures administrative tasks are completed
Projects often have trouble competing for the time of administrative support staff in the permanent organization
Brings Subject Matter Experts needed in larger, more complex projects
Financial management
Human resource management
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A PMO Can Have Two Roles
1. Project Management Role Support Project Manager by helping: Mobilize the team (project start up) Write and update PM deliverables:
Project Definition Document Project Plan, Schedule, Budget Project Manual Status Reports
Manage project management processes: Risk management Issue management Change control Quality management Document management Configuration management Project evaluation
Support and track approvals
2. Administrative Role Maintain budget/bookkeeping Process expenses Arrange travel Manage facilities Procure supplies and equipment Manage contracts Manage documents – filing project deliverables,
meeting minutes, contracts, logs Support status meeting for team, Steering and
Advisory Committee – facilities, agenda, minutes Managing HR -- recruiting, orienting, and arranging
training for team members, keeping vacation schedules, conducting exit interviews
A PMO can have two roles: (i) project management support and (ii) administration. Every time a PMO is established, it must define its role. Use the lists below as a checklist or menu to choose from when determining the role for your PMO.
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Project Management Office (PMO) Lead
PMO Lead Background
The PMO Lead supervises the team that provides project management and administrative support to the Project Manager.
The PMO should have strong project management technical skills, including the human resources management skills to supervise others working in the PMO effectively.
PMO Lead Role Description
To construct the PMO Lead role description:
Select from the menu of potential PMO responsibilities on the “PMOs Have Two Roles” slide
If the PMO has a team working in it, include the responsibilities found in the “Team Leader” slide
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Other Project Role Descriptions 1 of 2
Project Director
The Project Director reports to the Project Sponsor and supervises the Project Manager. This position is normally held by a senior manager with responsibility for more than one project.
It is common to use Project Directors when the Project Manager is an External Consultant.
Responsibilities are as follows:
Oversee projects and work of Project Manager
Ensure integration of project with other projects and organizational priorities
Change Control Committee
A committee responsible for approving or rejecting changes to the Project Plan. It is typically seen on IT projects, and members typically represent program and project management; software and hardware engineering; testing; documentation; customer support; and marketing.
Responsibilities are as follows:
Review and approve the Change Control Plan
Ensure the change control process is executed effectively
Review changes and make decisions within the limits of authority (re budget and timeline)
Escalate changes to senior management that require decisions above the committee’s level of authority
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Other Project Role Descriptions 2 of 2
Risk Manager
The Risk Manager reports either to the Project Manager or PMO Lead and takes responsibility for executing the risk management process for a project. This role is usually only seen on large and sensitive projects.
Responsibilities are as follows:
Identifying risks
Analyzing (quantifying and prioritizing) risks
Planning responses to risks
Ensures response plans are executed
Documenting and tracking risks
Writing Contingency Plans
Involving the team and external stakeholders in the process as required
Risk Control Committee
A committee responsible for overseeing and participating in the project’s risk management process. Members should have business knowledge relevant to the project and should represent key stakeholders.
Responsibilities are as follows:
Review and approve the Risk Management Plan
Ensure the Risk Management Plan is executed effectively
Assist with identification of risks
Advise on how to respond to risks