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69 Cards in this Set

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Who handles the issue of complaints?

The PM


What is the PM

What is the PMs primary responsibility?

Managing the project to its successful completion

Elements of PM:

Planning, organizing and scoping project elements; tracking/monitoring work flow, hours, budget, and other resources; developing strategies when a project goes over budget; managing to maximize profit or minimize loss; selecting and organizing staff; directing and motivating staff; coordinating sub consultants and providing them with project info; friendly relationship with client; technical supervision of project staff; inspiring professional staff and promoting PD opportunities; coordinating with upper management, client and public; high quality in design output, quality in all phases; marketing firm by by pleasing existing clients and selling additional services when possible; managing to meet the clients implementation and construction cost expectations; performance reviews of technical staff and peers; writing and preparing proposals; input to proposal writing staff; closing out projects; managing construction observation services

What is a scope of work?

Description of the actual project elements and budget

What is a scope of work?

Description of the actual project elements and budget

What is the scope of services?

List of actual tasks and specific services

When is the work plan developed?

After the scope of services and proposal have been accepted by the client

When is the work plan developed?

After the scope of services and proposal have been accepted by the client

Common ways of developing a budget are:

Multiply billing rates by hours estimated; multiply number of drawing sheets by office budget per sheet; percent of time required for each task related to the entire budget

When is the work plan developed?

After the scope of services and proposal have been accepted by the client

Common ways of developing a budget are:

Multiply billing rates by hours estimated; multiply number of drawing sheets by office budget per sheet; percent of time required for each task related to the entire budget

What is the next step after the scope of services and work plan are in place?

Create the budget

When is the work plan developed?

After the scope of services and proposal have been accepted by the client

Common ways of developing a budget are:

Multiply billing rates by hours estimated; multiply number of drawing sheets by office budget per sheet; percent of time required for each task related to the entire budget

What is the next step after the scope of services and work plan are in place?

Create the budget

What tool is necessary for a PM to successfully monitor actual time spent vs time budgeted?

Spreadsheet monitoring method

When is the work plan developed?

After the scope of services and proposal have been accepted by the client

Common ways of developing a budget are:

Multiply billing rates by hours estimated; multiply number of drawing sheets by office budget per sheet; percent of time required for each task related to the entire budget

What is the next step after the scope of services and work plan are in place?

Create the budget

What tool is necessary for a PM to successfully monitor actual time spent vs time budgeted?

Spreadsheet monitoring method

What is a budget tracking?

Time and materials spent vs budgeted

When is the work plan developed?

After the scope of services and proposal have been accepted by the client

Common ways of developing a budget are:

Multiply billing rates by hours estimated; multiply number of drawing sheets by office budget per sheet; percent of time required for each task related to the entire budget

What is the next step after the scope of services and work plan are in place?

Create the budget

What tool is necessary for a PM to successfully monitor actual time spent vs time budgeted?

Spreadsheet monitoring method

What is a budget tracking?

Time and materials spent vs budgeted

What are four commonly used schedule tracking tools?

A list of milestone dates; a bar chart; a wall chart; and the critical path method.

When is the work plan developed?

After the scope of services and proposal have been accepted by the client

Common ways of developing a budget are:

Multiply billing rates by hours estimated; multiply number of drawing sheets by office budget per sheet; percent of time required for each task related to the entire budget

What is the next step after the scope of services and work plan are in place?

Create the budget

What tool is necessary for a PM to successfully monitor actual time spent vs time budgeted?

Spreadsheet monitoring method

What is a budget tracking?

Time and materials spent vs budgeted

What are four commonly used schedule tracking tools?

A list of milestone dates; a bar chart; a wall chart; and the critical path method.

What is a benefit of sophisticated project management software?

Being able to generate "what if" scenarios if a project gets off track

When is the work plan developed?

After the scope of services and proposal have been accepted by the client

Common ways of developing a budget are:

Multiply billing rates by hours estimated; multiply number of drawing sheets by office budget per sheet; percent of time required for each task related to the entire budget

What is the next step after the scope of services and work plan are in place?

Create the budget

What tool is necessary for a PM to successfully monitor actual time spent vs time budgeted?

Spreadsheet monitoring method

What is a budget tracking?

Time and materials spent vs budgeted

What are four commonly used schedule tracking tools?

A list of milestone dates; a bar chart; a wall chart; and the critical path method.

What is a benefit of sophisticated project management software?

Being able to generate "what if" scenarios if a project gets off track

What is a basic trick for successful project management?

Simplify the method

Scheduling is synonymous with...

Flow of work

Scheduling is synonymous with...

Flow of work

What is the main value of a wall chart?

Participatory

Scheduling is synonymous with...

Flow of work

What is the main value of a wall chart?

Participatory

What is a main value of a bar chart?

Visualization of flow over time

What is a GANTT chart?

A sophisticated bar chart that shows duration of tasks in relation to the overall project time frame; highlights milestones, dependencies and resources associated with particular tasks

What is a GANTT chart?

A sophisticated bar chart that shows duration of tasks in relation to the overall project time frame; highlights milestones, dependencies and resources associated with particular tasks

In using the critical path method, what are the three main relationships and methods of showing relationships graphically?

The task must be completed before the next one can begin; the task must be partially completed before the next one can begin; the task but be completed before the next task can be completed

3 steps of setting up a CPM?

Identify all project tasks and their time requirements; diagram the relationships between tasks; reconfigure the tasks in a schedule; graphically differentiate the tasks that are critical (that will affect the project completion date)

What is the most important part of a PMs job?

Generating profit

Typical PM Monday meeting will cover:

Project progress reports; marketing and job development; administrative issues; staffing needs and issues

What is the workload forecast?

Tool to illustrate the amount of WIP (work in progress) as well as leads

What is the most popular way of illustrating a work forecast?

The fee capacity method

How do you calculate an annual revenue target?

Use fee capacity and percent billable time for each staff member

T or F: motivational skills are an intangible quality of a PM

T

What are some examples of services offered during construction observation?

Disseminating bid documents; contacting potential bidders; clarifying CD docs during bidding; attending pre-bid meeting; evaluating bids and suggesting contractor selection; assistance in creation of construction contract and awarding the contract; develop filing system to use during construction; attend pre-construction meeting; attending regular weekly construction meetings; reviewing product and material submittals; review shop drawings; prepare CO reports; follow up on construction problems; review all RFIs; review change order requests; reviewing contractor pay requests; prepare lunch list at end of construction; check punch list completion before recommending final acceptance to the owner; establish dates for final acceptance, beginning of maintenance period, and date when guarantees end; notify the owner when the firms services have been completed; carry out post-occupancy review (sometimes covered under scope of services)

What is the most frequently used way of structuring the firms technical operations?

The project-management approach

The best client / PM relationships include which 3 elements:

Business, social, ethical

Common techniques for quality control and technical supervision are:

Dual principal review; ladder approach; outside peer review (good for R&D), designated reviewing principal; client review (almost always used in public sector)

What can motivate a PM to meet and exceed expectations?

Project awardability

What is the first and foremost important thing for marketing a firm?

Satisfied and repeat clients

In a typical design project, when should the PM make construction cost projections?

In contract negotiation; schematic design (no more than 35% completion) - if over budget the PM can argue for the value of increased budget for better design and hope the client agrees; design development (75% completion) - most important, usually done in-house with take offs and unit measures, but can be done by a general contractor in large or potentially over budget project, or an outside estimator; construction documents - used for comparing bids or negotiated construction contract amounts

How is the PM often involved in the proposal process?

Reviewing the scope of services, hours projection and fee; during the interview stage

What can be part of a close out system?

Archive hard copies and digital; add details to library; photographs taken

Is the PM responsible for project close out?

Yes, but can delegate and manage

Should close out be in the scope of services?

Yes