The Practice of Integrated Change Control in Engineering Projects. Rakesh Patel, P.E., PMP

Transcription

1 The Practice of Integrated Change Control in Engineering Projects Rakesh Patel, P.E., PMP

2 Show of Hands Who all Manages Projects?

3 What is Change Management? Change management is proactive management of project scope during the execution phase by evaluating needs/requests/expectations of the project sponsor by comparing it against agreed upon baseline at kickoff When change management is done well, all stake holders are engaged in the change process and work collectively towards a common objective of making the project successful

4 Effect of Effective Change Management on Project Outcomes Data Courtesy of Prosci s 2012 Best Practices in Change Management Benchmark Report

5 Real Life Project Scenario There is substitution request from the client on an equipment you specified as a part of your construction deliverables. Is this a formal change order with schedule and/or budget impact? What if the equipment system you specified is obsolete and no longer available? The lead engineer made an assumption about what the client wanted. Even though the system you specified meets all functional specs, it is not one of the customer approved manufacturers. The installation contractor simply knows more about the application and has a better recommendation for the equipment system

6 Change Management Plan Elements (aka The world according to PMI PMBOK Guide) Change Control Procedures Change Control Plan Change Control Board & Meetings Change Authorization Protocol Change Control System General policies and procedures by which changes are approved, validated, and implemented Plan outlining how changes will be managed and controlled The Change Control Board approves and rejects changes. Who can Authorize a change - PM, Change Control Board, or sponsor depending on degree of change Standardized templates for tracking and controlling changes

7 How many companies follow am formal Change management processes? Does your Change Management Plan Include all of these Elements? Some Elements? Another Interactive Poll Are any of these steps done differently. Why? Any one here who does not believe in formal change management?

8 Why Changes Happen On a Project Poor Scope Definition/Requirements Identification Upfront Incomplete or Deficient Project Management Plan Deficiencies in Stake Holder Management Malicious or Unethical Behavior by Team Member(s) Legitimate reasons to change project deliverables based on new information or current business environment

9 Why Project Teams Despise Changes Distrust of Project Management Processes Lack of Awareness about Big Picture about Requested Change Impact of Change on their Current Role Organization s Past Performance Dealing with Change Lack of Support/Commitment from their Manager

10 Why Management Hates Changes Distrust of Project Team Loss of Control or Authority over Project Team Impact of Change on their Current Role Increased Workload and/or Lack of Time Culture of Change Resistance and Past Failures

11 To be Added. Slide on Formal Change Order Vs Design Adjustment/Development

12 Recommendations for Effective Change Management on Projects Detailed Scope of Work and Thorough Project Execution Plans Proactively Manage the Change Influence & Mitigate Factors that Cause Changes Ensure Changes are Beneficial and Evaluated before Adopting

13 As a PM Always Ask What Category Does This Change Request Fall in? A - Must Accept? B - Should Accept? C - Nice to Accept? D - Can t Accept?

14 Change Management Workflow CHANGE REQUEST RECEIVED Request Denied Yes Request Denied D CATEGORY? C Sponsor Agreement Impact on Cost, Quality Schedule No No Category A? No Sponsor Approval Cancel Project Y es Yes Authorize Change Update Project Plans

15 To be Added. Impact of Change Management on Project Risk

16 Questions? Contact Info: