Download - Professionalism in Project Control Howard Malleson The Assessment Service Centre of ACostE
Professional Development Learning Event – 27 March 2007
Professionalism in Project Control
Howard MallesonThe Assessment Service Centre of ACostE
Professional Development Learning Event – 27 March 2007
Projects are enterprises or activities that:-
•Bring about, or result from, change.
•Have defined goals and objectives.
•Create business opportunities.
•Contain elements of uncertainty and risk.
Professional Development Learning Event – 27 March 2007
“The key purpose of those engaged in project control occupations is to develop and provide professional
estimating, cost control, planning and commercial support to the successful
implementation of projects”
Professional Development Learning Event – 27 March 2007
Projects are enterprises or activities that:-
•Bring about, or result from, change.
•Have defined goals and objectives.
•Create business opportunities.
•Contain elements of uncertainty and risk.
Project ControlPlanning Estimating Cost Engineering
Commercial Support
Professional Development Learning Event – 27 March 2007
The Functional Map
Using technical
skills
Working with people and managing yourself
Starting the project
Carrying out the project
Closing out the project
The Functional Map
Professional Development Learning Event – 27 March 2007
Using technical skills
•Using information technology
•Risk identification, analysis, monitoring and control
•Estimating resource requirements
•Assuring and controlling the quality of project control
•Controlling project documentation
•Acquiring, interpreting and using data and information
Professional Development Learning Event – 27 March 2007
Project Control Body Of
Competence
51 Occupational Standards
346 specifications
of what you must be able
to do
408 specifications
of what you must know
Level 3 – 17 Standards
Level 4 – 35 Standards
Professional Development Learning Event – 27 March 2007
Unit – Oversee the application of IT to project control
Context• The collection and processing of project control
data.• Reporting project current status• Predicting future status• Application of software and hardware as a
competent user, not an IT specialist
Professional Development Learning Event – 27 March 2007
Unit – Oversee the application of IT to project control
You must be able to:• Make recommendations about the choice and use
of software and systems• Extract, enter, edit and process information• Structure and create reports to meet project
needs• Share your skills and understanding• Improve the effectiveness of IT application• Recommend and implement security measures
Professional Development Learning Event – 27 March 2007
Unit – Oversee the application of IT to project control
You must know:• About the attributes of available IT tools• How to select and customise IT tools• About the operational needs of the project
control IT systems• Sources and flow paths of project control data• About data security systems• About data system interfaces within your own
and with external organisations
Professional Development Learning Event – 27 March 2007
To download the National Occupational Standards and the details of the National
Vocational Qualifications:
Go to
www.acoste.org.uk
Professional Development Learning Event – 27 March 2007
Some Users Of The Standards And Qualifications
Azerbaijan International Oil Company
Atomic Weapons Establishment
British Nuclear Group Worley Parsons
Rolls Royce Stone & Webster
Kellogg Brown & Root Berkley Power Station
Rolls Royce Marine Power Franklin and Andrews
Selex - SAS Chicago Bridge International
BAe Systems Foster Wheeler
Turner & Townsend UKAEA
Professional Development Learning Event – 27 March 2007
Using The Standards
• Achievement of formal qualifications
• Creation of training and development programmes
• Bench marking
• Recognition of personal and professional growth and capabilities
Assessment structureAwarding Body
External Verification
Approved Centre TASC
Internal Verification
Assessors
Candidates
The Assessment Process identify opportunities which generate
evidence
assess evidence of competent
performance
assess knowledge
match performance and knowledge
evidence against scope requirements
analyse evidence
collate evidence in a portfolio
Professional Development Learning Event – 27 March 2007
Candidate Profile• Candidate 4• Early 40s, outgoing and personable
– HNC (Mech) and apprenticeship – Planning and site experience – Lead Planning Engineer on proposals
• Since NVQ level 4:– Top Strategic Planner in company – Working with Strategic Lead Team– Has gained real confidence as a
consequence– Is a big believer in NVQs
Professional Development Learning Event – 27 March 2007
Candidate Profile• Candidate 2
• Late 20s, low career aspiration/enjoyed work– Site Office Technical Assistant
background– Very capable at grade– Started on Level 3
• Since NVQ Level 4:– Worked in Planning Risk and Estimating – Willing to be the “Project Acupuncturist”– Now Project Control Manager– Considered one of the ‘High Fliers’
Professional Development Learning Event – 27 March 2007
National and International Recognition• National Vocational Qualifications at Levels 3 and 4
awarded by ECITB• Matching with Engineering Council UK Spec as a
basis for CEng, IEng and Eng Tech through ACostE
• The Standards and qualifications ‘hosted’ on the ICEC website
• Certified Cost Engineer from the International Cost Engineering Council (ICEC) through ACostE based on the NVQ
• Corporate and graduate membership of ACostE – MACostE and GMACostE
Professional Development Learning Event – 27 March 2007
The National Qualifications And
Professional Excellence Develop and demonstrate the ability to DO
plus
Develop and demonstrate depth and breadth of KNOWLEDGE
Proven Competence and Professional Excellence
Professional Development Learning Event – 27 March 2007
Future Developments
• Improving intake into the profession
• Bench marking to improve team
management
• Extending professional standing and
recognition
Professional Development Learning Event – 27 March 2007
Structured Alternative Intakes Into The Profession Of Project Control
GCSE/A level entrants to apprenticeships
Experienced craft/technician or HNC/HND or graduate entrant to apprenticeship/graduate training scheme
College based basic technician training – key skills, project control elements & F.E.
Off the job bridging courses including key skills, technology, project control elements and F.E./H.E. – tailored to individual needs
Company defined on the job coached basic introduction to project control including:
• Estimating, planning, purchasing, cost engineering, risk, QA, change control etc
• Provided by a mix of off site (training establishment or college) and on site
NewFoundation Level
NVQ in Project Control (Level 2)
In company job related coached project control experience
ExistingIntermediate Level NVQ in Project Control (Level 3)
Professional Development Learning Event – 27 March 2007
Benchmarking Process
Candidate completes the Experience and Knowledge Self Assessment
Review, initial rating and interview preparation by Assessor
Interview by Assessor – 30 to 40 minutes. Adjust initial ratings
Prepare and issue report
Professional Development Learning Event – 27 March 2007
E x p e r ie n c e a n d K n o w le d g e S e lf A s s e s s m e n t – S a m p le F o rm C a n d id a te N a m e : G ra h a m W a tk in s D a te : 0 1 .0 3 .0 5
D o yo u c a rr y o u t th e a c tiv ity?
H o w c a n yo u s h o w yo u c a rry o u t th e a c tiv ity? A c tiv ity
C u rre n tly P re v io u s ly
U s in g te c h n ic a l s k ills O v e rs e e th e a p p lic a tio n o f in fo rm a tio n te c h n o lo g y ( IT ) to p ro je c t c o n tro l.
N N
A p p ly in fo rm a tio n te c h n o lo g y (IT ) to p ro je c t c o n tro l
Y Y S ta n d a rd a n d s p e c ia l re p o rts I g e n e ra te d fro m th e IP M S s y s te m . U s e o f E xc e l a n d A c ce s s to p ro c e s s c o s t d a ta a n d c o d e a llo c a tio n s .
Id e n tify r is k s a n d e v a lu a te o p tio n s fo r th e ir c o n tro l.
N N
M o n ito r r is k s a n d th e im p le m e n ta t io n o f r is k c o n tro l m e a s u re s .
Y N I w a s g iv e n a c o p y o f th e p ro p o s a l s ta g e ris k re g is te r.
R e v ie w c o n tin g e n c ie s
Y N B u d g e t tra n s fe rs in th e m o n th ly c o s t re p o rt ta b le s th a t I p re p a re .
A s s u re th e q u a lity o f, a n d a p p ly q u a lity a s su ra n c e p ro c e d u re s to , p ro je c t c o n tro l
Y Y E m a ils I s e n t th a t re c o rd e d th a t s o m e IT s y s te m s w e re n o t b e in g u s e d a s re q u ire d b y th e p ro je c t p ro c e d u re s .
A c q u ire , h a n d le a n d p re s e n t p ro je c t co n tro l in fo rm a tio n
Y N R e c o rd s o f m y in p u ttin g in to a n d e x tra c t in g fro m p ro je c t d a ta b a s e s . P o w e r P o in t p re s e n ta tio n d a ta I p re p a re d fo r th e L e a d C o s t E n g in e e r.
W o rk in g w ith p e o p le a n d m a n a g in g yo u rs e lf P ro v id e a d v ic e a n d s u p p o rt to m a in ta in p ro g re s s .
Y Y E m a ils a n d m e e tin g n o te s
M a n a g e th e p ro je c t c o n tro l te a m – a g re e o b je c t iv e s w ith te a m s a n d in d iv id u a ls .
N N
M a n a g e th e p ro je c t c o n tro l te a m – a llo c a te w o rk .
N N
M a n a g e th e c o n tin u in g d e v e lo p m e n t o f yo u r p e rs o n a l a n d p ro je c t c o n tro l p ro fe ss io n a l s k ills .
Y N R e c o rd s o f m y 6 m o n th ly p e rfo rm a n c e a p p ra is a ls w ith m y m a n a g e r.
D e v e lo p th e s k ills o f y o u r p ro je c t co n tro l te a m m e m b e rs .
? N N o te s th a t I p re p a re d to h e lp o th e r te a m m e m b e rs w ith in p u ttin g d a ta in to th e IP M S s y s te m . Is th is a v a lid re s p o n s e ?
D e v e lo p a n d m a in ta in e ffe c tive w o rk in g re la tio n s h ip s .
Y Y R e s p o n s e s fro m m e to re q u e s ts fo r fo r c o s t i n fo rm a tio n n e e d e d o n a n u rg e n t b a s is .
O b s e rv e a n d a p p ly p ro fe s s io n a l e th ic s a n d v a lu e s .
? ? N o t s u re w h a t is re q u ire d b u t I h a v e a tte n d e d a c o m p a n y tra in in g s e s s io n o n th e c o m p a n y ’s c o m m e rc ia l c o d e s o f p ra c tic e .
P la n a n d im p le m e n t p ro je c t c o n tro l o p e ra tio n a l d e v e lo p m e n ts .
N N
D e v e lo p in g th e p ro je c t D e te rm in e th e re q u ire m e n ts fo r p ro je c t c o n tro l.
N N
E s tim a te a n d s p e c ify fin a n c ia l re s o u rc e s .
Y N B u d g e t c a s h flo w g ra p h s I p re p a re d .
D e v e lo p a n d p re p a re th e p ro je c t p ro g ra m m e .
N N
E s ta b lish p ro je c t p ro c u re m e n t re q u ire m e n ts .
Y N B u t a lim ite d a m o u n t o f w o rk o n ly o n in p u ttin g p u rc h a s in g b u d g e ts fo r b u lk m a te r ia ls in to th e IP M S s ys te m .
Professional Development Learning Event – 27 March 2007
Benchmarking
Responses by the candidate will be accorded one of five ratings
0 – No knowledge
1 – Aware of the activity but little practical
knowledge or experience
2 – Competent to deliver at Intermediate level
3 – Competent to deliver at Professional level
4 – Recognised expert can supervise others and
advise clients.
Professional Development Learning Event – 27 March 2007
T A S C F o rm 1 0 3 C o p y r ig h t T A S C 2 0 0 5 . A l l r ig h ts re s e rv e d P a g e 1 o f 1
E x p e r ie n c e a n d K n o w le d g e A s s e s s m e n t – S a m p le A s s e s s m e n t a n d R a t in g
C a n d id a te N a m e : G r a h a m W a tk in s D a te :2 6 .0 1 .0 6 A s s e s s o r :A .N .O th e r
T A S C C o n tr a c t N o . 3 5 1
D o yo u c a r r y o u t th e a c t iv ity ?
S o u r c e L e v e l
R a t in g M /O U n it N o s .
C o m m e n ts A c t iv i t y
C u rr e n t ly P re v io u s ly 3 /4
U s in g te c h n ic a l s k i l ls T o ta l R a t in g 1 1 O v e rs e e th e a p p lic a t io n o f in fo rm a tio n te c h n o lo g y ( IT ) to p ro je c t c o n tro l.
N N 4 M 1
A p p ly in fo rm a tio n te c h n o lo g y (IT ) to p ro je c t c o n t ro l
Y Y 3 4 M 2 S e e U n it 1 5 re s p o n s e
Id e n tify r is k s a n d e v a lu a te o p t io n s fo r th e ir c o n t ro l.
N N 4 M 3
M o n ito r r is k s a n d th e im p le m e n ta t io n o f r is k c o n tro l m e a s u re s .
Y N 3 & 4 1 M 4 & 5 N e e d s t ra in in g a n d e x p e r ie n c e
R e v ie w c o n t in g e n c ie s
Y N 3 2 M 4 (p a r t )
C h e c k e d d e p th a t in te rv ie w .
A s s u re th e q u a li ty o f, a n d a p p ly q u a li ty a s s u ra n c e p ro c e d u re s to , p ro je c t c o n tro l
Y Y 3 & 4 2 M 6 & 7
A c q u ire , h a n d le a n d p re s e n t p ro je c t c o n tro l in fo rm a tio n
Y N 3 & 4 2 M 8 & 9 C h e c k e d d e p th a t in te rv ie w . A p p e a rs to h a v e re a l ta le n ts . T ie s in w ith o th e r IT re s p o n s e s .
W o r k in g w ith p e o p le a n d m a n a g in g yo u rs e lf T o ta l R a t in g 9 P ro v id e a d v ic e a n d s u p p o r t to m a in ta in p ro g re s s .
Y Y 4 2 O 1 0 C h e c k e d a t in te rv ie w
M a n a g e th e p ro je c t c o n t ro l te a m – a g re e o b je c t iv e s w ith te a m s a n d in d iv id u a ls .
N N 4 O 1 1
M a n a g e th e p ro je c t c o n t ro l te a m – a llo c a te w o rk .
N N 4 O 1 2
M a n a g e th e c o n tin u in g d e v e lo p m e n t o f y o u r p e rs o n a l a n d p ro je c t c o n tro l p ro fe s s io n a l s k i l ls .
Y N 3 & 4 2 O 1 3 & 1 4
C h e c k e d re c o rd s a t in te rv ie w
D e v e lo p th e s k ills o f y o u r p ro je c t c o n tro l te a m m e m b e rs .
Y Y 4 2 O 1 5 C h e c k e d a t in te rv ie w - IT
D e v e lo p a n d m a in ta in e f fe c tiv e w o rk in g re la t io n s h ip s .
Y Y 3 & 4 2 M 1 6 & 1 7
O b s e rv e a n d a p p ly p ro fe s s io n a l e th ic s a n d v a lu e s .
? ? 3 & 4 1 M 1 8 C h e c k e d a t in te rv ie w . N e e d s to d e v e lo p h is k n o w le d g e
P la n a n d im p le m e n t p ro je c t c o n tro l o p e ra t io n a l d e v e lo p m e n ts .
N N 4 M 1 9
D e v e lo p in g th e p r o je c t T o ta l R a t in g 5 D e te rm in e th e re q u ire m e n ts fo r p ro je c t c o n t ro l.
N N 4 O 2 0
E s t im a te a n d s p e c ify f in a n c ia l re s o u rc e s .
Y N 3 & 4 2 O 2 1 & 2 4
D e v e lo p a n d p re p a re th e p ro je c t p ro g ra m m e .
N N 3 & 4 O 2 2 & 2 5
E s ta b lis h p ro je c t p ro c u re m e n t re q u ire m e n ts .
Y N 3 & 4 1 O 2 3 & 2 6
C h e c k e d d e p th a t in te rv ie w
Professional Development Learning Event – 27 March 2007
Project Control Practitioner Experience And Knowledge Self Assessment
Results Report TASC Contract No.
Candidate Name Graham Watkins Location Zenproc Contracting, Chiswick Date of Candidate Form 23.12.05 Date of Interview 26.01.06 Assessor Name A.N.Other Report Date 29.01.06
Activity Group Assessment Rating Using Technical Skills
11
Working With People And Managing Yourself
9
Developing The Project
5
Project Implementation
7
Closing Out the Project
0
Total
32
Comments Typical ‘bench mark’ total ratings are:-
26 – fully competent to deliver under guidance and when working to established procedures.
60 – Fully competent to ‘self start’, define approaches to executing project control activities and to provide guidance to others
351
The Overall Rating indicates that Graham is operating at a Level 3 standard but, in some aspects, he is performing above that level. He needs training/experience in risk management and in the part professional ethics and values have to play in the work of Zenproc. He has particular strengths in IT and it may be worth looking at his potential in training and supporting other team members. He is proactive in providing support outside his formally defined scope of activities. A Level 3 NVQ programme would provide a focus for his development and visible recognition for his competence.
Professional Development Learning Event – 27 March 2007
Certified
Professional
Intermediate
Foundation
Route Membership Designation
Level 4 VQ + Dissertation + Interview
Level 4 VQ
Level 3 VQ
Level 2 VQ
Member
Member
Graduate
Registrant
CCE, MACostE
MACostE
Grad.ACostE
Reg.ACostE
The ACostE Professional Qualification Family
Professional Development Learning Event – 27 March 2007
The Pillar of
KnowledgeThe Pillar of
Experience
The Key Stone of
Competence
ACostE – Building The Arch of Professionalism