Project Monitoring Overview and Tools

0% found this document useful (0 votes)
194 views25 pages
Monitoring involves regularly tracking the progress of a project against the original plan in terms of schedule, budget, and deliverables. It helps identify issues early and ensure the proje…

Uploaded by

LauObi
  • Applied Project Control, Monitoring, Evaluation and Reporting
  • Project Monitoring
  • Why Monitor
  • Methods and Techniques of Monitoring Projects
  • Indicators for Monitoring
  • Project Measurement Principles
  • Sources of Data during Monitoring
  • Components of the Project Plan to be Monitored
  • Schedule and Budget Monitoring
  • Measuring Progress
  • Measuring Project Performance/Quality
  • Who is in a Best place to Monitor?

| 


  
     
    

Laurence Ogoromisi Obi


› OJECT MONITO ING
 
  

  (Position of Monitoring)
 
    
V Monitoring is the systematic, regular
collection and occasional analysis of
information to identify and possibly measure
changes over a period of time.
V Evaluation is the analysis of the effectiveness
and direction of an activity and involves
making a judgment about progress and
impact.
x  
V Monitoring means keeping a track of
implementation process.
V Monitoring involves watching the progress of a
project against time, resources and performance
schedules during the execution of the project and
identifying lagging areas requiring timely attention
and action.
V Monitoring is defined as a management function to
guide in the intended direction and to check
performance against pre ± determined plans.
V Monitoring means periodic checking of progress of
works against the targets laid down in order to
ensure timely completion of the project.
 
     
  
V rhe main differences between monitoring and
evaluation are the timing and frequency of
observations and the types of questions
asked.
V However, when monitoring and evaluation
are integrated as a project management tool,
the line between the two becomes rather
blurred
 
   
    
V Monitoring compares the present situation
with the plan.
V For monitoring to be effective a baseline must
be in put place (delivery date of each activity
and cost)
V Baseline established at the beginning of the
project provides a point of reference for
comparison and for understanding change
during the execution phase
G   
V ro assess project results: to find out if and how
objectives are being met and are resulting in desired
changes.
V ro improve project management and process
planning: to better adapt to contextual and risk
factors such as social and power dynamics that affect
the research process.
V ro promote learning: to identify lessons of general
applicability, to learn how different approaches to
participation affect outcomes, impact, and reach, to
learn what works and what does not, and to identify
what contextual factors enable or constrain the
participatory research.
G    (Cont¶d)
V ro understand different stakeholders' perspectives: to
allow, through direct participation in the monitoring
and evaluation process, the various people involved
in a research project to better understand each
others views and values and to design ways to
resolve competing or conflicting views and interests.
V ro ensure accountability: to assess whether the
project is effectively, appropriately, and efficiently
executed to be accountable to the key agencies
supporting the project.
G    (Cont¶d)
V ›lans are developed so that you can achieve
your end result successfully.
V Unless you monitor your progress, you
cannot be sure you will succeed. It would be
like having a road map to a destination but
not monitoring the highway signs.
V Of course, if a deviation from the plan is
discovered, you must ask what must be done
to get back on track, or²if that seems
impossible²how the plan should be modified
to reflect the new realities
  
  
     

V ›rojects even with a good planning, adequate
organizational machinery and sufficient flow
of resources cannot automatically achieve the
desired result
V rhere must be some warning mechanism,
which can alert the organization about its
possible success and failures, off and on
V Constant watching not only saves wastage of
scarce resources but also ensure speedy
execution of the project
    
V —escheduling the project (if the project run
behind the schedule)
V —e budgeting the project (appropriating funds
from one head to another; avoiding expenses
under unnecessary heading).
V —e ± assigning the staff (shifting the staff from
one area to other; recruiting temporary staff
to meet the time schedule)
ÿ      
V Identifying the different units involved in planning &
implementation
V Identifying items on which feedback is required.
V Developing remplates for collecting information and
reporting.
V Determining the periodicity of reporting.
V Fixing the responsibility of reporting at different
levels.
V ›rocessing and analyzing the reports.
V Identifying the critical / unreliable areas in
implementation.
V ›roviding feedback to corrective measures
= 
    

›rojects are usually monitored against the


status of the project in the following areas
at a specific time:

V Is the project running on schedule


V Is it running within the planned costs
V Is it receiving adequate costs.
 
 
 
V | measurement system should allow the
team to gauge its progress.
V rhe team should design its own
measurement system.
V |dopt only a handful of measures.
V Measures should track results and progress
ÿ
x     

V checkpoint meetings
V time sheets
V Field updates
Components of the project plan to be
Monitored
V ÿchedule updates
V Labour usage
V Budget updates
V ›erformance measurements
V —isk reporting
V ›rocurement status
V Contractor deliverables
V Contract status
V Change reports
V ream member status
ÿ
 !    
V ÿchedule and cost performance measures
are good indicators of project health and
should be monitored regularly throughout the
remainder of the project
V Begin taking performance measures as soon
as the work of the project begins
ÿ"   # ÿ

 !    
V |re the tasks on the schedule getting completed by
their projected end date?
V |re any critical path tasks behind schedule?
V |re the resources originally scheduled for upcoming
tasks still available and planning on performing their
work on the project?
V |re the task duration estimates proving to be
accurate?
V Have any unforeseen expenses occurred on the
project?
V Have any changes from outside the project team
impacted the project
ÿ"   # ÿ

 !     (Cont¶d)
V budget so far?
V Is there enough budget remaining to
purchase materials not yet acquired?
V Is there enough budget remaining to perform
the uncompleted work?
V |re budget estimates proving to be accurate?
V |re any hired equipment lying idle?
V |re downtime of hired equipment properly
documented?
 
V One of the hardest things to do in managing projects
is to actually j  progress
V |ll project measurements are GUEÿÿEÿ
V rhe fact that measures of progress are not very
accurate does not justify the conclusion that they
shouldn¶t be used
V if you have no plan, you have no control
V and if you don¶t try to monitor and follow the plan, you
definitely don¶t have control
V |nd if you have no control, there is no semblance of
managing
VThe difficulty of measuring
progress does not justify the
conclusion that it shouldn¶t
be done. You cannot have
control unless you measure
progress and compare with
your plan
  


$" %
V Duality is the hardest variable to track, and
one that often suffers as a consequence
V |lso, so much attention tends to be focused
on cost and schedule performance that
quality of the work is often sacrificed
V ›roject managers must pay special attention
to the quality variable, in spite of the difficulty
of tracking it
VGork quality is most likely to
be sacrificed when deadlines
are tight. Constant attention
is required to avoid this
tendency
G !  
   &

V |void making use of those directly involved in


the execution
V One involved in the monitoring should be very
familiar with the activities and deliverables
V It is best to use members of the project team

|u0001u0002u0003u0004u0005u0006u0007b	u0003
u000bu0005fb
u000bu0007bu0001u000eu0005
u000fb
u0002u000bbu0007u0002
u0010u000eu0005u0011u0012u0013u0001u0014u0013u000bu0002b
u0005
u0013
u0004u0005u0015u0003bu0007u000bu0002
u0010
!u0001u0002u0003u0004u0005u0003u0006u0007b	u0002	
u000bfu000bu0006u0007
u000b
›u0007u000eu000fu0010u0011u0006u0012u0007u0013u0014u0011u0007u0014u0013u0015
u0006u0007b	u0003
u000bu0005u000fu0013
u0013u0010u0003u0016u0003
u000bu0005u0006u0007b
u0003u0017u0017u0005
u0018u0007bu0014u0017 u0006u0001u0002u0003u0004u0003u0001u0005u0007u0001bu0007	u0001u0005u0003u0004u0001
u0003u0005u000bf
u0006u0007b	u0003
u000bu0005u000fb
u0002u000bbu0007u0002
u0010u0005u0019u0005u0011u0012u0013u0001u0014u0013u000bu0002b
V 2u0001u0002u0003u0004u0002u0001u0005u0006u0002u0007u0006u0003b	u0006u0007
u0007u0003	u000bfu0003u0002
u000eu0006u0004	u0005u000fu0010fu0004u0006

u0010u0010	
u0003u0002u0001u0006fu0001u0011u0006

fu0007u0002u0001fu0010u0006fu0001fu0010
u0007u0002u0007u0006u0012u0006
u0002u0001u0012u0004u000bfu0003u0002u0001u0006u0003u0006u0002u0011	u0001u0003u0002u0012
xu0003u001au0002
u0002u000bu0002b
V
2u0001u0002u0003u0004u0002u0001u0005u0006u000b	fu0001u0007u0006u0018		u0013u0002u0001u0005u0006fu0006u0003u0004f
u0018u0006u0012u0006
u0002u000bu0013u0010	u000b	u0001u0003fu0003u0002u0001u0006u0013u0004
	u0007u0007u0016u0006
V
2u0001u0002u0003u0004u0002u0001u0005u0006u0002u0001u0015u0010u0015	u0007u0006u001afu0003
bu0002u0001u0005u0006u0003b	u0006u0013u0004u0005u0004	u0007u0007u0006u0012u0006fu0006
u0013u0004u0019	
u0003u0006fu0005
u0006u0007b	u0003
u000bu0005u000fb
u0002u000bbu0007u0002
u0010u0005u0019u0005u0011u0012u0013u0001u0014u0013u000bu0002b
u0005
u001bfb
u000bu001cu0004u001d
V rb	u0006u000bfu0002u0001u0006u0011u0002u0012u0012	u0004	u0001
	u0007u0006u0014	u0003u001a		u0001u0006u000bu0001u0002u0003u0004u0002u0001u0005u0006fu0001u0011u0006
	u0015fu0010u000ffu0003u0002u0001u0006fu0004	u0006u0003b	u0006u0003u0002u000bu0002u0001u0005u0006fu0001u0011u0006u0012u0004	u001cu000f	u0001
V 2u0001u0002u0003u0004u0002u0001u0005u0006
u000bu0013fu0004	u0007u0006u0003b	u0006u0013u0004	u0007	u0001u0003u0006u0007u0002u0003u000ffu0003u0002u0001u0006
u001au0002u0003bu0006u0003b	u0006u0013u0010fu0001u0016
V u001fu0004u0006u000bu0001u0002u0003u0004u0002u0001u0005u0006u0003u0006u0014	u0006	u0012u0012	
u0003u0002u0015	u0006fu0006u0014fu0007	u0010u0002u0001	u0006u000bu000fu0007u0003u0006
u0014	u0006u0002u0001u0006u0013u000fu0003u0006u0013u0010f
	u0006 u0011	u0010u0002u0015
Gu0001u0005u000fb
u0002u000bbu0007
V ru0006fu0007u0007	u0007u0007u0006u0013u0004u0019	
u0003u0006u0004	u0007u000fu0010u0003u0007#u0006u0003u0006u0012u0002u0001u0011u0006u000fu0003u0006u0002u0012u0006fu0001u0011u0006bu001au0006
u0014u0019	
u0003u0002u0015	u0007u0006fu0004	u0006u0014	u0002u0001u0005u0006u000b	u0003u0006fu0001u0011u0006fu0004	u0006u0004	u0007u000fu0010u0003u0002u0001u0005u0006u0002u0001u0006u0011	u0007u0002u0004	u0011u0006

bfu0001u0005	u0007u0016u0006
V
V ru0006u000fu0001u0011	u0004u0007u0003fu0001u0011u0006u0011u0002u0012u0012	u0004	u0001u0003u0006u0007u0003fu0018	bu0010u0011	u0004u0007$u0006u0013	u0004u0007u0013	
u0003u0002u0015	u0007#u0006u0003u0006
fu0010u0010u001au000eu0006u0003bu0004u000fu0005bu0006u0011u0002u0004	
u0003u0006u0013fu0004u0003u0002
u0002u0013fu0003u0002u0001u0006u0002u0001u0006u0003b	u0006u000bu0001u0002u0003u0004u0002u0001u0005u0006
fu0001u0011u0006	u0015fu0010u000ffu0003u0002u0001u0006u0013u0004
	u0007u0007
V ›u0010fu0001u0007u0006fu0004	u0006u0011	u0015	u0010u0013	u0011u0006u0007u0006u0003bfu0003u0006
u000fu0006
fu0001u0006f
bu0002	u0015	u0006

u000fu0004u0006	u0001u0011u0006u0004	u0007u000fu0010u0003u0006u0007u000f

	u0007u0007u0012u000fu0010u0010
u0016
V %u0001u0010	u0007u0007u0006
u000fu0006u000bu0001u0002u0003u0004u0006
u000fu0004u0006u0013u0004u0005u0004	u0007u0007u000eu0006
u000fu0006

fu0001u0001u0003u0006u0014	u0006u0007u000fu0004	u0006
u000fu0006

You might also like