Transcript Document

Professional Development Learning Event – 27 March 2007
Professionalism in Project
Control
Howard Malleson
The 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 Control
Planning
Estimating Cost Engineering
Commercial Support
Professional Development Learning Event – 27 March 2007
The Functional Map
The Functional Map
Using technical
skills
Starting
the project
Working with people and
managing yourself
Carrying
out the
project
Closing out
the project
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
51 Occupational
Standards
346
specifications
of what you
must be able
to do
Project
Control
Body Of
Competence
Level 3 – 17 Standards
Level 4 – 35 Standards
408
specifications
of what you
must know
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 structure
Awarding 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
College based basic technician
training – key skills, project
control elements & F.E.
Experienced craft/technician or HNC/HND
or graduate entrant to
apprenticeship/graduate training scheme
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
New
Foundation Level
NVQ in Project
Control (Level 2)
Existing
In company job related coached project control
experience
Intermediate 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
Experience and Knowledge Self Assessment – Sample Form
Candidate Name: Graham Watkins
Activity
Using technical skills
Oversee the application of information
technology (IT) to project control.
Apply information technology (IT) to project
control
Identify risks and evaluate options for their
control.
Monitor risks and the implementation of risk
control measures.
Review contingencies
Do you carry out the
activity?
Currently Previously
Date: 01.03.05
How can you show you carry out the activity?
N
N
Y
Y
N
N
Y
N
I was given a copy of the proposal stage risk register.
Y
N
Budget transfers in the monthly cost report tables that I prepare.
Y
Y
Y
N
Emails I sent that recorded that some IT systems were not being used as required by the
project procedures.
Records of my inputting into and extracting from project databases. Power Point
presentation data I prepared for the Lead Cost Engineer.
Y
Y
N
N
N
N
Y
N
Records of my 6 monthly performance appraisals with my manager.
?
N
Y
Y
Notes that I prepared to help other team members with inputting data into the IPMS
system. Is this a valid response?
Responses from me to requests for for cost information needed on an urgent basis.
?
?
N
N
N
N
Estimate and specify financial resources.
Y
N
Develop and prepare the project programme.
N
N
Establish project procurement requirements.
Y
N
Assure the quality of, and apply quality
assurance procedures to, project control
Acquire, handle and present project control
information
Working with people and managing yourself
Provide advice and support to maintain
progress.
Manage the project control team – agree
objectives with teams and individuals.
Manage the project control team – allocate
work.
Manage the continuing development of your
personal and project control professional skills.
Develop the skills of your project control team
members.
Develop and maintain effective working
relationships.
Observe and apply professional ethics and
values.
Plan and implement project control operational
developments.
Developing the project
Determine the requirements for project control.
Standard and special reports I generated from the IPMS system. Use of Excel and Access
to process cost data and code allocations.
Emails and meeting notes
Not sure what is required but I have attended a company training session on the
company’s commercial codes of practice.
Budget cash flow graphs I prepared.
But a limited amount of work only on inputting purchasing budgets for bulk materials into
the IPMS system.
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
Experience and Knowledge Assessment – Sample Assessment and Rating
Candidate Name: Graham Watkins
Date:26.01.06
Assessor:A.N.Other
Activity
Using technical skills
Oversee the application of information
technology (IT) to project control.
Apply information technology (IT) to project
control
Identify risks and evaluate options for their
control.
Monitor risks and the implementation of risk
control measures.
Review contingencies
Do you carry out the
activity?
Currently Previously
Source
Rating
M/O
Unit
Nos.
M
1
M
2
M
3
Level
Comments
3/4
Total Rating
11
N
N
4
Y
Y
3
N
N
4
Y
N
3&4
1
M
4&5
Needs training and experience
Y
N
3
2
M
Checked depth at interview.
Y
Y
3&4
2
M
4
(part)
6&7
Y
N
3&4
2
M
8&9
Y
Y
4
2
O
10
Checked depth at interview. Appears to have real
talents. Ties in with other IT responses.
Total Rating
9
Checked at interview
N
N
4
O
11
N
N
4
O
12
Y
N
3&4
2
O
Y
Y
4
2
O
13 &
14
15
Y
Y
3&4
2
M
?
?
3&4
1
M
16 &
17
18
N
N
4
M
19
N
N
4
O
20
Estimate and specify financial resources.
Y
N
3&4
O
Develop and prepare the project programme.
N
N
3&4
Establish project procurement requirements.
Y
N
3&4
21 &
24
22 &
25
23 &
26
Assure the quality of, and apply quality
assurance procedures to, project control
Acquire, handle and present project control
information
Working with people and managing yourself
Provide advice and support to maintain
progress.
Manage the project control team – agree
objectives with teams and individuals.
Manage the project control team – allocate
work.
Manage the continuing development of your
personal and project control professional skills.
Develop the skills of your project control team
members.
Develop and maintain effective working
relationships.
Observe and apply professional ethics and
values.
Plan and implement project control operational
developments.
Developing the project
Determine the requirements for project control.
TASC Form 103
4
See Unit 15 response
Checked records at interview
Checked at interview - IT
Checked at interview. Needs to develop his knowledge
Total Rating
2
O
1
O
5
Checked depth at interview
Copyright  TASC 2005. All rights reserved Page 1 of 1
TASC Contract No.
351
Professional Development Learning Event – 27 March 2007
Project Control Practitioner
Experience And Knowledge Self Assessment
Results Report
Candidate Name
Location
Date of Candidate Form
Date of Interview
Assessor Name
Report Date
Activity Group
Using Technical Skills
TASC Contract No.
Graham Watkins
Zenproc Contracting, Chiswick
23.12.05
26.01.06
A.N.Other
29.01.06
Assessment Rating
11
Working With People And Managing
Yourself
Developing The Project
9
Project Implementation
7
Closing Out the Project
0
Total
351
5
32
Comments
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.
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
Professional Development Learning Event – 27 March 2007
The ACostE Professional Qualification Family
Route
Certified
Level 4 VQ + Dissertation
+ Interview
Membership
Member
Designation
CCE, MACostE
Professional
Level 4 VQ
Member
Intermediate
Level 3 VQ
Graduate
Grad.ACostE
Foundation
Level 2 VQ
Registrant
Reg.ACostE
MACostE
Professional Development Learning Event – 27 March 2007
ACostE – Building The Arch of
Professionalism
The Pillar of
The Pillar of
Knowledge
Experience
The Key Stone
of
Competence