1. 7
57086
Contract and Project Management
David Sowden, The University of Hull

2. 7
57086
Contract and Project Management
Introduction to Processes -
Managing a Stage Boundary
David Sowden, The University of Hull

3. Overview
• Managing Stage Boundaries
– Fundamental principles
– Contexts
– Process description
– Planning a Stage
– Updating a Project Plan
– Updating a Project Business Plan
– Updating the Risk Log
– Reporting Stage End
– Producing an Exception Plan
3

4. Initiating a
Project
Managing a
Stage
Boundary
Directing a
Project
Controlling a
Stage
4

5. Relationships
of Processes
Initiating a
Project
Managing
a Stage
Boundary
Directing a
Project End
Starting
a Project
Controlling
Closing a a Stage
Project
Managing
‘Product’
Delivery
5

6. Managing a Stage Boundary THE B
AS ICS
Complete the performance
statistics for the current stage
Plan the next stage (or Exception
Plan) and update the Project Plan
Check if the Business Case or
risk have changed
Prepare a report for the ‘Project
Board’
6

7. Icons
Guidelines - Rules, Policies,
instructions that should be
followed
Resources - tools, systems
or materials required to
complete a task
7

8. Managing a Stage Boundary (1)
Plan the next stage
Update Configuration Item Record
Update Issue Register
Update Quality Register
Create ‘Product’ Description
Stage boundary Update PID
approaching Issue Register
Lessons Log
PID
Exception Plan
request Risk Register
8

9. Managing a Stage Boundary (2)
Next stage planned Update the Project Plan
Update Issue Register
Update Project Plan
Update Risk Register
Exception Plan
PID
Stage Plan (current stage)
Stage Plan (next stage)
9

10. Managing a Stage Boundary (3)
Project Plan updated Update the Business Case
Update Benefits Review Plan
Update Business Case
Update Risk Register
PID
Benefits Review Plan
Issue Register
Project Plan
Risk Register
10

11. Managing a Stage Boundary (4)
Business Case updated Report stage end
Create End Stage Report
Create Lessons Report
Create follow-on action
recommendations
PID
Benefits Review Plan
Lessons log
Issue Register
Quality Register
11

12. Managing a Stage Boundary (5)
Request to approve next
Stage Plan Directing a Project
section 4
Request to approve
Produce an Exception Plan Exception Plan
Update Configuration Item Records PID
Create Exception Plan Stage Plan
(current stage)
Update Issue Register
Risk Register
Update Quality Register
Issue Register
Create ‘Product’ Description
Configuration Item
Records
12

13. Exceptions EXAM
PLE
Exception Plan
Plan the next stage
request
13

14. TASK
Review and tailor your
stage boundaries

15. Managing a Stage Boundary CHEC
Have all products that were planned to be completed within the stage been approved?
K(1)
Has a Product Status Account been created to verify the status of the stage’s products?
If there was a product handover during the stage, were lated outstanding issues documented as follow-on action
recommendations ready for distribution subject to Project Board approval?
Has the Lessons Log been reviewed and updated?
If required, has the Lessons report been created ready for distribution, subject to Project Board approval?
Has the Stage Plan been updated with actuals?
Has the Risk Management Strategy been review and (if necessary) updated?
Has the Risk Register been reviewed and updated?
Has the Configuration Management Strategy been reviewed and (if necessary) updated?
Have the Configuration Items Records been reviewed and updated?
Has the Issue Register been reviewed and updated?
Has the Quality Management Strategy been reviewed and (if necessary) updated?
Has the Quality Register been reviewed and updated?
Has the Communication Management Strategy been reviewed and (if necessary) updated?
Have the project controls been reviewed and (if necessary) updated?
Has the Project Plan been reviewed and (if necessary) updated?
Has the project management team structure been updated to reflect and new roles being appointed or any changes to
responsibilities of existing roles?

16. Managing a Stage Boundary CHEC
K(2)
For new appointments, do role descriptions exist and have those people who have been appointed confirmed their acceptance?
Has the Business Case been reviewed and (if necessary) updated?
Has the Benefits Review Plan been reviewed and (if necessary) updated?
Has the Project Initiation Documentation been reviewed and (if necessary) updated?
Has the End Stage Report been produced showing actual against planned performance, and summarising lessons and follow-on
recommendations
Has the End Stage Report been issued to the Project Board in accordance with the project controls?
For the next stage
Has the Stage Plan for the next stage been created?
Have Product Descriptions been created for the next stage’s products?
Has the Project Board been requested to authorise the next stage?
For Exceptions
Has an Exception Plan been created (if requested by the Project Board)?
Have Product Descriptions been created/updated for the Exception Plan?
Hs the Project Board been requested to approve the Exception Plan?