How to Lead a project

Step by Step
Purpose of this presentation.

The purpose of this document is :

• To get hands on “step-by-step” how to lead a project.

• To define the important points that you need to check during the project initiation.
• To define the important points that you need to check during the project
in- progress.
• To define the important points that you need to check during the project
completion.

Whish you all the best in your next project as Leader.

You do not know it may happen to you sooner than you think 
 Congratulations;

You are assigned to Lead a project!!!!!

What kind of questions should pop up in your mind in this situation!!!!

1. What is the BU that I’m going to deal with?

2. Who is the PM of the project?
3. Is it a Full Scope project? If not what is the scope of the project (application only,
Cabinet design is required, documentation is required, any special application “such as
sequence”)?
4. GEET file is prepared or not? If not {Man-Hrs quotation is prepared or not {in case that
GEET will not be used}?
5. Are there any received documents related to the project?
6. I need to have a look on Invensys proposal
7. I need to have a look on the project Schedule
8. Travel to FAT/Site is required or not?
Define project Phases:

Project Initiation

Project In-progress

Project Completion
Project initiation Phase

During initiation phase there shall be two kinds of actions that you need to perform in
parallel:

Management Technical
actions actions
 Cross check the no. of I/O
Do you points loaded to the GEET
No know the File (or Man-Hrs quotation
HOLD BU SAP file) against the I/O points in
No. the received I/O database.

yes

No GEET
Request the management Revise GEET /
/
to create EG-xxxxx SAP no Quotation based on the
Quotation
latest I/O database
for your project. is OK

yes

No EG-
Contact Eng xxxxx Get Approval From PM
Sameh Ezzat &
SAP No on the GEET/Quotation
Ahmed Saad
Created

yes

A
 A

Contact IT to do the following: Contact Quality Manager to

• Create Project folder create PID account and
• Configure Access level for team load the project Data

Master
Master Schedule Schedule

Perform Deep Analysis on Project

Project Spec's
received Documents Specification

Document Register
Document
Based on the analysis Register
RAM
develop the RAM
Scope of Work
Scope of work
Share
Discuss with PM with PM
Conf Call if req. For
No Approval

yes
B
 B

Define the required Skills

Define the required No. of Resources.

Contact Your Group Head to assign the

required resources

Organization Develop the project Organization

Prepare a preliminary Execution Plan

Execution Plan

Fill-in the EEC KOM document and

share it with management & PM
EEC KOM

Arrange for a meeting with

your team members to welcome them Project Initiated Successfully
in the project
 Project In-Progress

Make sure to follow the

following activities

Bi-Weekly Conf
Keep Your PM
Call between you,
Updated with
Team and PM
The project status
Will be very useful

Monthly report to show the

percentage progress, tasks Make sure to meet your team
Monthly report
completed during past frequently; Participate with them in
month, tasks planned to solving the issues that
complete this month, This will keep you updated might face them during the
remaining tasks , obstacles on the status and will project implementation
or open issues that create a very friendly phase.
Progress
needs to be addressed, environment between
Summary TQs and impacts either on you and your team.
schedule or budget.
 Project Completion

Make sure to follow the

following activities
Packing List

Try to take some

Prepare the Packing photos of your Send the As-shipped Request the PM to Fill-
list for your system / System / Marshalling documents in the Satisfaction
Marshaling cabinets cabinets before {if required} survey form.
packing

Provide a copy of :
Try to scan:
Latest Application,
Arrange to complete
documents, Request for a Conf Call with
• Signed test certificates the PID tasks.
drawings, the PM to check if there any
• Marked document
MOMs, remaining tasks and try to
•Marked drawings
Log sheets fill-in MOM with the points
•Log sheets (open and closed) Thank your team for
Signed certificates discussed in this Conf Call
•MOMs their good job.
which can be used as a
•FAT signed Procedure
to your PM and keep a completion MOM.
• Packing lists.
copy on our server as well