Engineering Project Management Initiation Phase.pptx

Engineering project management

1. Engineering Project Management Initiation Phase A Guide for Electrical Engineering Students By: Engr. Segie M Castro

2. Introduction to Project Management Project management is the process of planning, executing, and overseeing a project to ensure successful completion. "Engineering project management" refers to the practice of applying standard project management principles and techniques specifically to engineering projects, which involves planning, organizing, and overseeing the design, development, and implementation of engineering systems or structures, ensuring they are completed on time, within budget, and to the required quality standards it requires a deep understanding of both technical engineering concepts and project management methodologies to effectively coordinate resources, tasks, and stakeholders across the project lifecycle.  Importance for Electrical Engineering : Projects like system installations, circuit design, and energy systems need structured management. Key Phases : Initiation, Planning, Execution, Monitoring & Controlling, Closing.

3. Overview of the Initiation Phase Defines the project at a high level, establishes its feasibility, and secures approval to move forward. Primary Goals : Understand the project’s objectives. Secure initial resources and funding. Identify key stakeholders. Delivers a Project Charter. Defines the preliminary project cost, scope, roles, and timeline. Formalizes the existence of the project. Approves the project to advance to the Planning Phase.

4. Key Steps in the Initiation Phase Define the Project Need and Business Case: Clearly articulate the reason for the project, its potential benefits, and the business value it will bring.  Identify Stakeholders: Recognize all individuals or groups who will be impacted by the project, including internal teams, clients, regulatory bodies, and external vendors.  Scope Definition: Establish the project boundaries, outlining what is included (in scope) and what is not (out of scope) to prevent scope creep.  Feasibility Analysis: Evaluate the technical, economic, and operational viability of the project, considering potential risks and constraints. Project Goals and Objectives: Clearly state the specific, measurable, achievable, relevant, and time-bound (SMART) goals the project aims to achieve.  Develop Project Charter: Create a formal document outlining the project's purpose, scope, stakeholders, high-level timeline, budget constraints, and key decision-makers.  Resource Assessment: Identify the required human resources, equipment, materials, and budget needed to execute the project. 

5. Project Charter Project Charter is a formal document that officially kicks off the project. Key Elements : Project objectives are the goals that a project team plans to achieve by the end of a project. They can be tangible or intangible, but they must be measurable.  Scope and deliverables "scope" refers to the overall outline of work that needs to be completed on a project, including its boundaries and limitations, while "deliverables" are the tangible or intangible outputs or results produced by the project that are delivered to the client or stakeholders at specific stages or upon completion. 

6. Project Charter Key Elements : High-level requirements is a broad overview of a project's goals, objectives, and necessary features, providing a general outline of what needs to be accomplished without delving into specific technical details Budget and resources is included a financial plan, resource allocation, and contingency plans. 

7. Project Charter Key Elements : Project stakeholders is the people or groups that are affected by, or can affect, the success or failure of a project Milestones and timelines is a chronological list of events, while a milestone is a significant event on a timeline that marks a change or stage in a project

8. Stakeholder Identification and Analysis Stakeholders are anyone who is impacted by the project or has influence over it. Key Elements : Identify potential stakeholders (clients, contractors, suppliers, end-users). Analyze their interests, power, and influence. Classify stakeholders (e.g., primary, secondary, and key stakeholders).

9. Feasibility Study preliminary analysis to determine if the project is technically and economically viable. Key Elements : Technical Feasibility : Can the project be executed with available technology? (e.g., does the team have the skills and equipment?) Economic Feasibility : What is the expected ROI? (Cost vs. benefits) Operational Feasibility : Can the project be integrated into the existing systems or processes?

10. Initial Risk Assessment Identify potential challenges early and plan mitigations. Types of Risk : Technical Risks : E.g., complexity of electrical designs or component failures Cost Risks : Budget overruns due to unforeseen issues. Schedule Risks : Delays in timelines. Regulatory Risks : Changes in codes or standards

11. Defining Project Scope Ensures that the project stays focused and avoids scope creep. Key steps : Define project objectives clearly. Set boundaries on what is and isn’t included in the project. Identify deliverables and milestones.

12. Project Budget and Resources Budgeting in the Initiation Phase : Estimate costs for resources (equipment, labor, materials). Allocate funds for initial project activities. Resource Planning : Identify key personnel and their roles. Ensure necessary tools and materials are available. Financial Risks : Contingency planning for unforeseen costs.

13. Approval and Authorization Why Approval is Critical : Secures commitment from sponsors and stakeholders. Formalizes project initiation and ensures alignment with organizational goals. What to Include in the Approval : Budget. Timeline. Key deliverables. Risk mitigation plans.

14. Tools and Techniques for the Initiation Phase Project Management Software : Tools like MS Project or Primavera to create timelines and manage resources. Risk Assessment Tools : FMEA (Failure Modes and Effects Analysis), SWOT analysis (Strengths, Weaknesses, Opportunities, and Threats) Communication Tools : Email, video conferencing, and project dashboards to keep all stakeholders updated.

15. Conclusion Recap of Initiation Phase Importance : Lays the foundation for a successful project. Future Steps : After the initiation phase, the project enters the planning phase, where more detailed planning takes place Final Thoughts : A well-executed initiation phase sets the project up for success in subsequent phases.

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