Ian Powney Project management techniques for implementing change
- 1. Project management techniques for implementing change David Coarsey and Ian Powney Eaquals Members Meeting: Florence, November 2016 Florence Meeting November 2016 Project management workshop 1
- 2. IAN POWNEY • Ian Powney is Eaquals Treasurer. • Qualified as a Chartered Accountant with KPMG • Ian has been Director responsible for Finance and IT in a number of sectors including language teaching, regulation, professional institution, train operating and vending. • He has considerable experience as the sponsor of projects including business systems, buying and selling businesses and property buy/rent/lease/refurbishment. 2 Florence Meeting November 2016 Project management workshop
- 3. FEATURES OF A PROJECT: probably… • One-off • Need a lot of resources: expertise, people time, money 3 Florence Meeting November 2016 Project management workshop
- 4. MAJOR PROJECTS FOR LANGUAGE SCHOOLS • Core operating system/database • Teaching support system • Other support systems (e.g. Personnel, Finance) • Selling a business • Buying a business • Property: buying, rent/lease, refurbishment/construction 4 Florence Meeting November 2016 Project management workshop
- 5. PROJECT MANAGEMENT STAGES • Preparation • Feasibility • Selection • Contracting • Implementation preparation • Implementation 5 Florence Meeting November 2016 Project management workshop
- 6. PREPARATION PHASE • Advisers, e.g.: – Computer systems consultant (NOT supplier) – Construction consultant (NOT contractor) – Corporate finance adviser – Lawyer • Do advisers have RELEVANT expertise? • Do we need to recruit new staff first? • Who is the business sponsor? Enough time available? 6 Florence Meeting November 2016 Project management workshop
- 7. FEASIBILITY PHASE • Outline analysis of main alternatives (including do nothing) • Are they practical? • Resources: expertise, people, money • Financial assessment of alternatives • Risk assessment of alternatives • Buy in from your owner • How confidential is this? Wider stakeholder buy-in? • Buy-in from your bank? • Timescale / clashes with other activities 7 Florence Meeting November 2016 Project management workshop
- 8. SELECTION PHASE (if you are buying a system, business, property) • Finding bidders • Invitation to tender • Managing additional information • Update risk analysis (Probability, IMPACT) 8 Florence Meeting November 2016 Project management workshop
- 9. SELECTION PHASE (if you are selling a business) • Corporate finance adviser to manage • Need a wide list of potential buyers • Is it really saleable? • Prepare a prospectus 9 Florence Meeting November 2016 Project management workshop
- 10. CONTRACTING PHASE • Lawyer heavily involved • Due diligence (checking the detail) 10 Florence Meeting November 2016 Project management workshop
- 11. IMPLEMENTATION PREPARATION STAGE • Appoint project manager • Sort out project team – each department • Internal or temporary staff • Back-fill internal staff • Review group (senior management) • Implementation plan 11 Florence Meeting November 2016 Project management workshop
- 12. IMPLEMENTATION STAGE • Update plan • Involve all departments / users • Testing (systems) • Data transfer (systems) 12 Florence Meeting November 2016 Project management workshop
- 13. REVIEW DIFFERENT KINDS OF PROJECTS (GROUP DISCUSSION) • Core operating system/database • Teaching support systems • Other support systems (e.g. Personnel, Finance) • Selling a business • Buying a business • Property: buying, rent/lease, refurbishment/construction 13 Florence Meeting November 2016 Project management workshop