What is PM@MC?
Program Management at Mercy Corps is an initiative to adopt minimum standards,
processes and practices of program management across the agency.
Mercy Corps is adopting a set of minimum standards for programs. In addition, we
envision the following:
1. A Mercy Corps manual and toolkit to support every step of program management
2. Virtual and classroom learning opportunities to introduce and practice key concepts,
processes and tools
3. Certification opportunities for Mercy Corps team members
4. Help desk support from the Program Operations and Program Management teams
5. Moderated discussions and support via virtual “coffee breaks”, training activities and
the PM@MC Community of Practice on Clearspace
6. Support to identify the right learning opportunities for individuals and teams
Local, National and International Political Issues
Security Issues
Multiple presenting problems (sanitation, food, health, etc.)
Challenging Infrastructure Issues
Multiple Languages
Unique Challenges of PM in the Development
Sector
Minimum Standards – Identification & Design
1. Program logical framework exists
2. Lead designer has checked for lessons learned from similar programs
globally
3. Program proposal with summary budget (sometimes called preliminary
program scope statement) exists
4. Written assessment or problem analysis exists, based on primary or
secondary data (note: this can be contained in the proposal
documentation, or can be a separate assessment document)
5. A list of external stakeholders participating in initial consultations is
available
FY 12 Logical Framework
OBJECTIVES KEY YEAR 1 RESULTS MAJOR ACTIVITIES KEY INDICATORS
Result 1.1: Minimum Standards for PM at Mercy
Corps adopted by 1 July 2012.
Activity 1.1: Draft Minimum Standards, post for
comment and review and receive Advisory
Committee approval.
Indicator 1.1: Minimum Standards officially
adopted and disseminated to all country teams.
Result 1.2: Version 1 of Mercy Corps' Program
Management Manual (PMM) is adopted by 1 July
2012.
Activity 1.2: Revise chapters in working group draft.
Solicit comments and revise. Edit draft, engage
graphic design, publish. Communications and
Outreach.
Indicator 1.2: Print and electronic PMM
disseminated.
Result 1.3: Toolkit in support of PMM available to
all Mercy Corps staff online.
Activity 1.3: Compile existing tools. Gap analysis of
additional needs. Prioritize. Develop and vet new
tools. Engage DL team in development of tool kit
index, front page and links. Develop information
page on the Hub.
Indicator 1.3: Tool kit supports key PM processes
and is accessible to MC worldwide in English
Result 1.4: At least 100 Mercy Corps Program
Management staff from HQ and at least two regions
trained and certified in PM by 30 June 2012.
Activity 1.4: Develop & deliver ToT for HQ program
staff (30 ppl). Management training for CDs and
Portfolio managers at GLG. Identify Pilot locations.
Develop training materials and plan for training
and performance support. Launch, measure, follow
up.
Indicator 1.4: # of Mercy Corps staff in HQ and at
least two country programs are certified in PMD
Pro1 (Y1 target is 100)
Result 1.5: Technical Support provided to Mercy
Corps PM practitioners.
Activity 1.5: Develop, populate and engage with CoP
via Clearspace. Organize webinars on PM topics
and for performance support to trained team
members/pilot regions. Collaborate with POps and
SRGE for day-to-day performance support, ID of
progress and issues & roll out.
# of participants in webinars or other virtual
learning media (clearspace peer support, elearning,
etc.)
Result 2.1: Established baseline for PM at Mercy
Corps
Activity 2.1: ID and define goal -level indicators,
establish baseline methodology, gather data,
analyze, develop baseline report
Indicator 2.1: Baseline report exists and is
disseminated to key stakeholders
Result 2.2: Monitor & evaluate effectiveness of PMI
pilot activities
Activity 2.2: design and administer pre-, post- and
ex-post- knowledge tests for learning participants,
conduct follow up survey to assess perceptions of
utility and levels of adoption of key practices
among participants.
Indicator 2.2: Report of training effectiveness and
survey results exists.
Result 2.3: Propose year 2 PMI plan for
consideration in the 2013 Annual Planning Process
Activity 2.3: Based on monitoring data and
experience, present year 2 plan for PMI for 2013
annual plan
Indicator 2.3: PMI plan is proposed during 2013
Annual Planning process.
Logical Framework - Program Management Initiative at Mercy Corps for FY 12
Lifetime Initiative Goal: Improve effectiveness and efficiency of Mercy Corps programs worldwide
Objective 1: To adopt minimum standards,
processes and practices of program management
across the agency.
Objective 2: To understand effectiveness of year one
of the PMI and develop a plan to increase adoption
in year two.
Indicator 0.1: % of programs closing within 5% expenditure above or below total budget.
Indicator 0.3: % of programs requiring no-cost-extensions to meet targets.
Indicator 0.2: % of programs meeting or exceeding output level targets.
Lifetime Initiative Goal: Improve effectiveness and
efficiency of Mercy Corps programs worldwide
Minimum Standards – Initiation & Planning
1. Program File is created
2. Technical, Cross-cutting Theme, and Sub-grant/ Partnership Planning
is conducted
3. Supply Chain and Contracting, Personnel, Operations & Security, and
Planning is conducted
4. Project Organizational Chart exists
5. Program Work Plan, or PWP, exists, with the following minimum
contents:
• Key program parameters, coming from preliminary program
documents
• Work Breakdown Structure (WBS)
• Program Schedule
• Coded Program Budget
• End of Program Transition Plan
Proposals vs. Plans
Project Proposal Project Implementation Plan
Purpose - obtaining approval and
funding for a project, emphasizing
clear, concise, communication of ideas
Purpose – ensure that a project arrives on
time, on scope and on budget, emphasizing
comprehensive and logical planning
Project Proposal format determined by
donors or by your agency
Project Plan format is usually determined by
project team and key stakeholders – using
appropriate tools and methodologies
Often limited in its level of detail – due
to the purpose, format, participation,
schedule and timing of the proposal.
Is designed with the intent of detail
Often written by a small team
Often requires an expansive participation of
team members, implementing partners and
communities
Proposal Development skills often
focus on familiarity with donor
requirements (format, culture,
terminology, logic).
Project Planning requires a comprehensive,
cross-functional and practical knowledge of
programming, finance, procurement, etc.
Is often prepared months (years?) prior
to implementation.
Is prepared closer to project launch and
updated on a regular basis
Purpose
Format
Detail
Participation
Requisite
skills
Timing
In some cases proposals are written
under tight donor timelines that limit
participation
The timeline of preparation will vary
depending on the nature of the project
(emergency, development, etc.)
Schedule
MC PM Manual
Work Breakdown Structure (WBS)
1.1 Compile
Existing
Tools
1.2 Develop
New Tools
1.3 Construct
Toolkit on DL
1.2.1 Conduct Gap
Analysis
1.2.2.
Prioritize
Urgent Tools
Develop
PM@MC
Toolkit
WBS Level 1
WBS Level 2
WBS Level 3
WBS must contain 100% of the project’s
activities, incl. project management
1.1.3
Identify
Tools from
LINGOS
1.1.2 Review
with TSU,
DME & Fin.
1.1.1
Review
Current DL
Content 1.1.2.1 Format
TSU, DME &
Finance Tools
1.2.2.1 Assign
Roles for Tool
Development
Implementation Schedule for FY 12
ACTIVITY
RESPONSIBLE
PERSON/
ENTITY
Date
Complet
ed
Year 1 (July 1, 2011 -
June 30, 2012
Objective 2: To understand effectiveness of year one of the PMI and develop a plan to increase adoption in year two.
Activity 2.1: ID and define goal -level indicators, establish baseline methodology, gather data,
analyze, develop baseline report
2.1.1. Draft Logical Framework for FY 12 Brandy 27-Oct
2.1.2. Obtain feedback and approval for FY 12 Logframe from Advisory Committee
Brandy /
Advisory
Committee
2.1.3. Develop Indicator Plans
Brandy and
Intern 3-Nov
2.1.4. Recruit intern to conduct baseline data collection
Brandy with
LOE 25-Oct
2.1.5. Orient intern to Mercy Corps and baseline procedures Brandy 26-Oct
2.1.6. Define Sample using GAIT Intern 16-Nov
2.1.7. Develop database for baseline data Intern 10-Nov
2.1.7. Review all final reports from grants within the sample Intern
2.1.7.1. Identify final reports not included on GAIT Intern 29-Nov
2.1.7.2. Request missing final reports from relevant program officers
Intern with
Brandy 4-Jan
2.1.7.3. Input output level target achievements to baseline database Intern
2.1.8. Determine all grants within the sample that had a no cost extension Intern
2.1.8.1. Enter information to database Intern
Implementation Schedule Milestones for FY 12
ACTIVITY
RESPONSIB
LE PERSON/
ENTITY
Date
Comple
ted
Year 1 (July 1, 2011 -
June 30, 2012
1 2 3 4 5 6 7 8 9
1
0
1
1
1
2
Objective 1: To adopt minimum standards, processes and practices of program management across the agency.
1.1.1. Minimum Standards finalized and accepted by Advisory Committee Brandy and AC 31-Oct
1.2.1. Electronic release of complete Program Management Manual
Brandy with Dig.
Librarian 10-Jan
1.2.2. Agency adopts PMM, Certification and Minimum Standards as Policy
(1 July 2012)
1.3.1. Soft Launch of evolving PM Toolkit on DL
Brandy with Dig.
Librarian 10-Jan
1.4.1. 32 Headquarters staff trained in PMD Pro
Brandy with
LINGOS 16-Dec
1.4.2. Field Leaders complete workshop for portfolio management Brandy 13-Jan
1.4.3. Field Leaders receive tools for assessing performance, orienting staff
to PM@MC and building plan for PM Brandy 13-Jan
1.4.4. PM@MC Curriculum tested in two Global Pilots
1.4.4.1 Global Pilots for PM&MC training identified (31 Jan 2012) Craig with RPDs
1.4.4.3 Curriculum tested with training for Edinburgh staff (Feb) Brandy
1.4.4.4 Training conducted in two global pilot locations (Mar – May) Brandy with CDs
1.4.5. Regional programs or countries identified for early adoption (Feb) RPDs with CDs
1.5.1. All countries identify key steps for PM@MC and incorporate into FY13
plans (Feb-Mar) CDs with RPDs
1.5.3. Action plans for at least two programs in each region elaborated,
supported and monitored (Mar-Jun)
CDs with RPDs
and POps
Objective 2: To understand effectiveness of year one of the PMI and develop a plan to increase adoption in year two.
2.1.10. Prepare Baseline Data report for PM@MC (28 Feb)
Intern with
Brandy
Minimum Standards – Implementation
1. Program Work Plan (PWP) is approved and regularly updated
2. Program Kick-Off Meeting is conducted, and minutes are available
3. Program Team is recruited; roles, responsibilities, and required skills
have been articulated; Position Descriptions exist; Training Needs
Assessment is carried out
4. Program Team receives copies of, and is oriented on: Proposal &
Logical Framework, M&E plan, Program Work Plan (PWP), Kick-Off
Meeting minutes and relevant parts of the Program Budget and Grant
Agreement. Program Team is oriented on administration and finance
procedures (FAM, FFM, FPM), and roles & responsibilities for
contractors and partners
5. Program Team Coordination meetings take place at least once per
quarter
Minimum Standards – Implementation (cont.)
6. Descriptions of deliverables exist, and quality assurance checks are
carried out at least twice per program year
7. Actual Program Schedule (within PWP) is updated against the Baseline
Schedule by PM and submitted to supervisor on a monthly basis
8. Budget vs. Actual reports for the Program Budget are prepared
monthly, and projections against the Program Budget are prepared
quarterly
9. Program Progress reports (narrative and financial) exist
10. Scheduled and ad hoc reports and updates are communicated to
stakeholders
11. Program Team member performance is assessed and documented by
PM within three months of program start, and annually thereafter
Minimum Standards – Monitoring & Evaluation
1. Key program M&E events (at a minimum, baseline,
evaluation, and routine monitoring) have been
carried out, and reports of these events exist
(Implementation Stage)
2. Indicator Plan exists (Planning Stage)
3. Evaluation report exists (Implementation Stage)
4. Basic M&E data management system exists
(Implementation Stage)
PLACE HOLDEICATOR PLANIndicator Plan
Performance Indicator
Data Acquisition, Analyses and
Reporting
Target
Performance
Indicator
Type
Indicator definition
and unit of
measurement
Data
Source
Data
Collection
Method/
Approach
Freque
ncy of
data
collecti
on
Responsi
ble
Person(s)
& Team
LOP Comments and Rationale
Lifetime Initiative Goal: Improve effectiveness and efficiency of Mercy Corps programs worldwide
Indicator 0.1: %
of programs
closing within
5% expenditure
above or below
total budget.
outco
me
For baseline: Per cent
of MC grants of
$250,000 or greater
value closing in FY 11
adhering to budget
parameters as per
original or revised
grant agreement. Unit
of measurement: Per
cent of budget
deviation from grant
agreement
Program/
project
financial
reports,
consultat
ions with
regional
finance
officers
Review of
available
financial
reports
and
constulatio
ns with
regional
finance
officers.
For
baseline
: Nov
2011 to
Feb
2012
Data
collected
by
PM@MC
interns
TBD On Budget: Deviation from
original program budgets as
per grant agreements is an
indicator for successful project
management as it can be
indicative of correct budget
development as well as
program/project
management. Reasons for
budget deviations will be
coded and noted in order to
take all circumstances into
account.
Minimum Standards – End of Program Transition
1. Written End of Program Transition Plan exists
2. “Final 90 day” meeting has taken place, and
minutes exist
3. Deliverables to be transitioned to external
stakeholders have been handed over, and
handover documentation exists
4. Contract/ sub-grantee status reviewed and
finalization plans specified
Minimum Standards – End of Program Transition
5. End of Program Transition has been clearly
communicated to the Program Team,
beneficiaries, host government counterparts, and
partners
6. Lessons learned have been documented, and
have been sent to the SPO and TSU
7. Program File is complete
8. Final report is completed and donor close-out
requirements are met
The Project Manager Challenge
The challenge of being a program
manager is getting other people to
do what your program needs, often
with limited authority. It’s a
complex job that requires multiple
skill sets.
What skills are needed to be an effective
program manager in Mercy Corps?
Dimensions of a “Competent” PM
Adapted from Project Manager Competency Development Framework Second Edition
2007 Project Management Institute
Knowledge
Performance
OrganizationalSector specific
Personal
biggest gaps →
personal development
priorities
Start Improving Your Skills Now!
Take the online course at PM4NGOs:
http://ngolearning.org/pm4ngos/default.aspx
Take a management course on Mercy Corps’
The Learning Site
Join and Contribute to the Program Management
Community of Practice on Clearspace
https://clearspace.mercycorps.org/community/
!
Programs are at the core of Mercy Corps’ strategy of community-led, market-driven programs in pursuit of our Vision for Change.
The Mercy Corps Strategic Roadmap and regional and country strategies bind Mercy Corps programs to our Mission to alleviate suffering, poverty and oppression by helping people build secure, productive and just communities across the globe. To meet these strategic objectives, Mercy Corps pursues mission-supportive and contextually appropriate programs, recognizing that good program design and management are the basic building blocks of good performance. Good program management is about delivery and quality – it is about bridging the gap between strategy and results and ensuring that carefully designed targets are achieved within the time and budget allocated.
Every one of us is involved in ensuring thoroughly competent execution of programs.
Manual and tool kit were released this week on the DL (January 10th)!
We are adapting the PMD Pro Training from LINGOs to integrate how we work at Mercy Corps. This training will be rolled out throughout the remainder of this fiscal year, with a focus on two global pilot locations. Elearning opportunities already exist for the foundational materials of project management for development professionals, and additional virtual learning opportunities are under development.
Certification presents an exciting opportunity for our teams to obtain internationally recognized credentials for project management. Some of you may have already achieved certification as level one PMD Pro professionals. Level two will be available soon and we have access to discounted certification opportunities. More about this later…..
The new Program Management Team offers support to program managers worldwide and we are working to enhance the skills and knowledge of HQ desk officers to back this support as well. Program officers in Portland have already completed PMD Pro training and many are level one certified.
Throughout the next several months, program team members in the field will be able to engage in virtual learning with their peers through live virtual sessions and through the Community of Practice on Clearspace.
The Program Management Team is ready to work with you to find additional opportunities for skills development and support, with both external partners and internal resources.
We work in challenging environments with unique risks. Because of this, we must be flexible and adaptive, but we must also be active in our communication with stakeholders, clear on our intent and pro-active in managing risks and issues that may adversely affect our programs.
Projects in a humanitarian relief environment require many elements of traditional project management. In a development context, building a team that has a common understanding of the objectives and activities within a program and speaks with one voice is essential to keeping a program on track to meeting targets on time and on budget.
Facilitation Notes
High-quality, comprehensive project management practices are indispensible to helping Mercy Corps manage organized, focused, effective and efficient projects. More specifically, strong project management helps ensure that:
Projects are completed on time, on budget, and within the scope and quality prescribed by the project implementation plan – despite the complex and challenging contexts within which they are managed.
Beneficiaries receive optimum value from project investments and projects achieve the objectives and goals to which they aspire.
Projects adapt flexibly to the difficult environments in which they work (i.e. insecurity, scarce resources, high risks, multiple stakeholders), managing changes that enhance the ability of the project to achieve its results.
Projects meet the accountability commitments to beneficiary communities, donors and other key stakeholders.
Background Information
Project Management, as we know it today, began to take root only a few decades ago. We can travel back further, though, to the latter half of the 19th century and to the rising complexities of the business world to see how project management evolved from management principles. At that time, the transcontinental railroad was the largest organization in this United States. Business leaders were faced with the daunting task of organizing the manual labor of thousands of workers and the manufacturing and assembly of unprecedented quantities of raw material.
It wasn’t until the early 20th century when a gentleman by the name of Frederick Taylor showed that productivity could be improved by analyzing and focusing on the elementary parts of a job, rather than just demanding harder and longer hours from laborers.
His associate, Henry Gantt, continued Taylor’s research by studying Navy ship construction during WWI. His major contribution to project management was to devise a tool for outlining the sequence and duration of all tasks in a process. Gantt chart diagrams, as they are called, are still used today.
WWII had its impact on business management, as a shrinking war-time labor supply and complex military projects demanded new organization structure. PERT charts and the critical path method were introduced, giving managers greater control over massively engineered and extremely complex projects.
Although various business models have evolved over the years, the common underlying structure has remained the same (especially for larger businesses): that the project is managed by a project manager, who puts together a team and ensures the integration and communication of the workflow horizontally across different departments.
As the foundation of this initiative, Mercy Corps is adopting the LINGOs developed and PM4NGOs owned PMD Pro Guidebook and related certification opportunities for our Program Managers worldwide.
PMD Pro was developed with contributions from LINGOs member organizations including Mercy Corps. The guide contextualizes project management practices from the private sector to international relief and development work. For example, the guide incorporates logical frameworks, which are common in our sector but also introduces work breakdown structures and concepts of stakeholder, risk and issues management which may be new to many of us.
PMD Pro serves as the basis for Program Management. All other tools as well as the Mercy Corps manual are rooted in the PMD Pro guide.
Level One Certification: available online now! PMD Pro1 is based on the guidebook and confirms that the applicant has knowledge of the Guide. Certification will be required for Program Managers and other country team leaders from the start of FY 13. Interested and motivated teams and team members are encouraged to get a head start now!
The current guide (cover pictured here) is available now and a revised edition with expanded resources is expected to be released by March. The Guidebook is being revised to support a Level two certification that will test the applicant’s ability to understand how the concepts and processes can be applied in project management. The new guidebook will be a “build up” from the existing guide (so it is worthwhile still to work with the current guide). A third level certification is envisioned as well, but the time line is not yet established.
Emphasize “principles”.
Mercy Corps’ Program Management Manual builds on PMD Pro to answer the question, “how does this work at Mercy Corps?”. The PMM was developed as a companion to the Guide to PMD Pro and should be used together. It includes the Program Management Policy that officially goes into force for all programs from July 1, 2012.
The policy includes minimum standards for each program phase for programs exceeding a value of $250,000, which we will cover later in this orientation, as well as certification requirements for Mercy Corps staff based on the level of their engagement with program management.
The manual offers a chapter for each phase of the program cycle with helpful tools and procedures for getting the job done and meeting the minimum standards at Mercy Corps. There are also a number of recommended tools that, while not required, can help you save time and be better managers. As program managers become more familiar with the tools and processes, they will be able to see which tools are most relevant to assisting their work.
Part of being a good program manager is determining which tools make sense and which do not for a given program. While minimum standards are required, Mercy Corps is taking a flexible approach that will allow program managers to adapt useful tools to meet their needs. Program Management will not look the same in every program, country or region, but we are expecting that all programs will have basic components of good program management in place.
(screenshot of Tool Kit from the DL)
Tools on the DL are organized in a program management tool kit, broken down by program life cycle phase and the major process steps within each of these phases. Many of these tools have been around for awhile, while others are completely new. The tool kit will be further developed over time and you can expect several new tools to be added in the coming months. Your input into what resources would be useful to you or for how to improve upon existing resources are most welcome!
The Project Life Cycle.
Programs are usually divided into phases. Collectively, these phases make up the project life cycle. Keep in mind that different industries/organizations may use different terminology to describe these phases that denote the beginning, middle and end of the project life cycle. Phases may be overlapping and iterative. For example, purposeful planning should continue as Program Implementation unfolds, and you may begin the end of program transition process steps while implementation is still underway.
This version of the Project Life Cycle has been amended from the traditional PMI approach – adding the conceptual design process group at the front end of the process.
? Ask, although you may not have formally recognized them, have you seen these phases in the projects you’ve worked on in the past?
Let me pause here and say that this model will serve as the roadmap for the entire PM@MC.
Mercy Corps’ Manual and toolkit are divided by the phases of the life cycle, with process steps, tools, products and minimum standards associated with each phase. For example, this figure shows the initial or “Program Identification and Design” phase with real Mercy Corps relevant tools. The minimum standards for the Program Identification and Design Phase are highlighted in Red. Each phase in the Program Cycle will have a similar visual and a chapter within the Mercy Corps manual that directly accompanies PMD Pro.
The tools listed are by no means exhaustive but are those found by practitioners and technical experts that were consulted to be the most relevant or useful. All of the tools will be organized on the DL in the “Program Management Tool Kit”. If you have additional tools, templates or examples that you have used in your program, we are eager to add very practical tools that have been tested in Mercy Corps programs, so please share them directly with Brandy or through the Clearspace Community of Practice.
Applicable to all programs over $250,000 as a requirement from July 1, 2012, but strongly encouraged for individual projects and sub- projects as well. You already saw the Minimum Standards for the Identification and Design Phase in the earlier slide. I will now show you the anticipated minimum standards for all other phases of the program life-cycle.
The minimum standards are very much a “minimum”. PMD Pro and the Mercy Corps manual and tool kit will provide additional resources and ideas that are recommended for good program management.
In this phase, the minimum standards do not represent anything all that “new”, but we are saying that Mercy Corps programs now must have these in place. The manual and toolkit provides numerous resources to meet and exceed the minimum standards for program identification and design.
Many of the minimum standards are not new. Here is an example of a logical framework, taking this fiscal year of the Program Management initiative as our example. As the FY 12 “project” fits into a larger initiative with subsequent years yet to be fully planned, this particular logical framework included the Goal and indicators for the larger initiative, while focusing on the key objectives, results and activities of the FY 12 project design.
Planning happens at the start of a program – but it also should happen throughout implementation with regular planning and re-planning as situations evolve.
Planning is often skipped or rushed due to pressures to launch activities quickly. However, improper planning is probably the most frequent mistake we make. When plans are not clearly developed to sufficient detail and actively communicated to stakeholders (especially the program team!) and managed and refined during program implementation, we cannot know if we are on track to complete our programs on time, on budget and on scope.
(special note for portfolio managers) – if program managers cannot show you a clear plan and progress against that plan throughout the program lifecycle how do you know when programs are or are not on target to meet their targets? Clear plans in all programs can make the job of country director much easier. As well, with clear plans in place, which are understood by the full program team, changes in program managers or other key team members during implementation can be made much smoother.
A proposal is not a sufficient plan to implement a program!
The WBS is a hierarchical decomposition of the work of a project
…Put simply, the WBS arranges the project scope in an outline or hierarchy of ‘work packages.’
WBS development is best when done with the team. Why participation?
Stakeholders have skills that can help us come to more accurate estimates
Stakeholders are in a good position to identify risks and mitigation strategies
Help build a common understanding
Builds more ownership and demonstrates responsiveness to concerns
Your WBS can be developed into a schedule either using software such as MS Project, or by using a Gantt chart in excel. The Schedule is a core piece of the program work plan and should be updated, shared and used throughout the program to assess and communicate progress.
The screen shot shows a portion of the detailed schedule for the Program Management @ Mercy Corps Initiative. On the next slide, we will show you a summary GANTT chart, which can be used for communicating program milestones.
For this Gant chart, only the milestones are shown, while all other tasks are hidden. Gantt charts that include only the major milestones and progress toward their achievements can be a useful way to demonstrate to senior managers, such as Country Directors, or RPDs, the status fo the program and the major anticipated milestones.
A few milestones for Program Management at Mercy Corps are depicted here. The focus of the initiative for the remainder of FY 12 is on direct training, performance support and communications. Adoption of the Program Management policy and the requirement that all new program adhere to the minimum standards and certification requirements will go into affect at the start of FY 13 on 1 July 2012.
You’ve likely seen indicator plans before. They are not new. This indicator plan for one of the PM@MC indicators follows the format from Mercy Corps DME in a box.
Planning for the end of program transition should happen early and include considerations of sustainability (good sustainability planning starts in the ID and Design Phase and is emphasized and improved throughout implementation. The end of a program is too late to think about sustainability), communication with stakeholders (how, when and how often will communicate about the end of the program and our plans – tip: best to do this very early on and reinforce throughout implementation), compliance and administrative closeout requirements (donor requirements as well as document retention, potential office closures, compliance issues, handover of materials and documentation of the same), care for staff (how can we make the transition for staff easier – whether they transition to another project or job internally or seek employment externally? Should we help them with CV writing assistance, interviewing training, etc.)
Transition: So, what are the skill sets required to be an effective project manager...
Optional Activity –
Solicit ideas from the group and map them to a board.
? 6) List 3 of the skills a project manager needs to possess. (expect responses to include the following skills:
planning
organizing
controlling (reviewing)
writing
presenting
questioning
persuading
leadership
conflict resolution
motivation
team building
consensus building
negotiation
Project managers need to have three skill sets:
traditional management skills, like planning, organizing, and controlling.
communication skills, like writing, presenting, questioning, persuading and listening.
and people skills, like conflict resolution, leadership, motivation, team building, consensus building (especially important at TNC), and negotiation skills.
Transition: Now let’s review the key roles of a project manager:
Planner
Organizer
Controller
Communicator
Leader
Guidebook and self-guided learning modules are available free of charge at the website
Tip: The Learning Site has Project Management courses available from CEGOS and the Harvard Series – many of which are available in several languages. For example, the CEGOS course on Project Planning is available in English, French, Russian, Spanish, Portuguese, Chinese, German, Hungarian, Italian and Dutch.
The Clearspace Community of Practice creates a forum to ask questions and get support from peers throughout the agency. PMI tools and resources under development are also being posted there for comment before they are formally released.