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Project Management A Technicians Guide Staples TOC

This document is a guide for technicians on project management. It covers topics such as project documentation requirements, communication requirements, project planning and resource coordination, project monitoring and control, project administration, and project closeout. Each chapter provides an overview of the key elements and considerations for the project management topic being discussed. The document aims to equip technicians with the essential information needed to effectively participate in and contribute to project teams.

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Anonymous NwnJNO
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© © All Rights Reserved
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861 views

Project Management A Technicians Guide Staples TOC

This document is a guide for technicians on project management. It covers topics such as project documentation requirements, communication requirements, project planning and resource coordination, project monitoring and control, project administration, and project closeout. Each chapter provides an overview of the key elements and considerations for the project management topic being discussed. The document aims to equip technicians with the essential information needed to effectively participate in and contribute to project teams.

Uploaded by

Anonymous NwnJNO
Copyright
© © All Rights Reserved
Available Formats
Download as PDF, TXT or read online on Scribd
You are on page 1/ 5

PROJECT MANAGEMENT

A TECHNICIAN’s GUIDE

Leo Staples

ISA TECHNICIAN SERIES


Table of Contents

Chapter 1 Project Management Overview . . . . . . . . . . . . . . . . . . . . . 1

Chapter 2 Project Documentation Requirements. . . . . . . . . . . . . . . 5


2.0 Site Procedures. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
2.1 Safety Procedures. . . . . . . . . . . . . . . . . . . . . . . . . . . 6
2.1.1 Control of Hazardous Energy. . . . . . . . . . . . . 8
2.1.2 Work Authorization Permit. . . . . . . . . . . . . . . 8
2.1.3 Material Safety Data Sheets . . . . . . . . . . . . . 8
2.2 Physical Security Procedures . . . . . . . . . . . . . . . . . 10
2.3 Project Engineering Documentation . . . . . . . . . . . . 12
2.4 Documentation Location & Media Types. . . . . . . . . 14
Summary. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
References. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Review Questions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16

Chapter 3 Communication Requirements . . . . . . . . . . . . . . . . . . . . 19


3.0 Communications Plan . . . . . . . . . . . . . . . . . . . . . . . 19
3.1 Basic Communications . . . . . . . . . . . . . . . . . . . . . . 21
3.1.1 Interpersonal Communication Skills . . . . . . 21
3.1.2 Writing Skills . . . . . . . . . . . . . . . . . . . . . . . . 22
3.1.3 Oral Skills. . . . . . . . . . . . . . . . . . . . . . . . . . . 24
3.1.4 Facilitation Skills . . . . . . . . . . . . . . . . . . . . . 25
3.2 Communication Techniques. . . . . . . . . . . . . . . . . . . 26
3.3 Other Communications Concerns . . . . . . . . . . . . . . 28
3.3.1 Corporate Politics. . . . . . . . . . . . . . . . . . . . . 28
3.3.2 Terminology. . . . . . . . . . . . . . . . . . . . . . . . . 28
x Project Management: A Technician’s Guide

3.3.3 PMT Diversity Issues. . . . . . . . . . . . . . . . . . 29


Summary. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
References. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
Review Questions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31

Chapter 4 Project Planning & Resource Coordination. . . . . . . . . . 33


4.0 Basic Duties Of Other Disciplines . . . . . . . . . . . . . . 33
4.1 Project Planning. . . . . . . . . . . . . . . . . . . . . . . . . . . . 35
4.2 Task Assignments . . . . . . . . . . . . . . . . . . . . . . . . . . 38
4.3 Overall Project Coordination . . . . . . . . . . . . . . . . . . 38
4.4 Individual Responsibilities . . . . . . . . . . . . . . . . . . . . 38
4.5 Supervision . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39
4.6 Time Management. . . . . . . . . . . . . . . . . . . . . . . . . . 39
Summary. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40
Review Questions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41

Chapter 5 Project Monitoring & Control. . . . . . . . . . . . . . . . . . . . . . 43


5.0 Monitoring Methods. . . . . . . . . . . . . . . . . . . . . . . . . 43
5.1 Controls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44
5.1.1 Change Management . . . . . . . . . . . . . . . . . 45
5.2 Reporting. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46
Summary. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47
Review Questions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47

Chapter 6 Project Administration. . . . . . . . . . . . . . . . . . . . . . . . . . . 49


6.0 Document Management. . . . . . . . . . . . . . . . . . . . . . 49
6.1. Document Organization. . . . . . . . . . . . . . . . . . . . . . 51
6.1.1 Document Review. . . . . . . . . . . . . . . . . . . . 52
6.1.2 Document Approval Process. . . . . . . . . . . . 53
6.1.3 Communications . . . . . . . . . . . . . . . . . . . . . 53
Table of Contents xi

6.2 Equipment & Personnel Records. . . . . . . . . . . . . . . 54


6.3 Print Management. . . . . . . . . . . . . . . . . . . . . . . . . . 54
6.4 Archiving Project Records. . . . . . . . . . . . . . . . . . . . 56
Summary. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57
Review Questions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58

Chapter 7 Project Closeout. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61


7.0 Termination . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62
7.1 Transfer of Ownership. . . . . . . . . . . . . . . . . . . . . . . 63
7.1.1 Responsibilities . . . . . . . . . . . . . . . . . . . . . . 63
7.1.2 Documents. . . . . . . . . . . . . . . . . . . . . . . . . . 63
7.1.3 Equipment and Materials. . . . . . . . . . . . . . . 64
7.1.4 Facilities. . . . . . . . . . . . . . . . . . . . . . . . . . . . 64
7.1.5 Personnel. . . . . . . . . . . . . . . . . . . . . . . . . . . 65
7.2 Lessons Learned Session . . . . . . . . . . . . . . . . . . . . 66
7.3 Project Closeout Report. . . . . . . . . . . . . . . . . . . . . . 67
Summary. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67
Review Questions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68

Chapter 8 An Automation Project. . . . . . . . . . . . . . . . . . . . . . . . . . . 71


8.0 Phase I – Initiation. . . . . . . . . . . . . . . . . . . . . . . . . . 71
8.1 Design . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72
8.2 Phase II – Planning . . . . . . . . . . . . . . . . . . . . . . . . . 72
8.2.1 Vendor Selection. . . . . . . . . . . . . . . . . . . . . 73
8.3 Phase III – Execution. . . . . . . . . . . . . . . . . . . . . . . . 74
8.3.1 Factory Acceptance Test. . . . . . . . . . . . . . . 74
8.3.2 Installation. . . . . . . . . . . . . . . . . . . . . . . . . . 75
8.3.3 Startup. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75
8.4 Phase IV – Closeout . . . . . . . . . . . . . . . . . . . . . . . . 76
8.5 Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78
xii Project Management: A Technician’s Guide

Figures. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79

Acronyms. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83

Answers to Review Questions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85

Index. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 97

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