B.

ORGANIZING THE PROJECT TEAM

PROJECT TEAM May be just one consultant or may consist of several persons.
PROJECT LEADER should decide which tasks should be assigned to whom.
TEAM BRIEFING should be held before assigning the project task to the members
of the project team.
Briefing should discuss among others the following:
a.
b.
c.
d.
e.
f.
g.

Responsibility for clerical functions.

Responsibility for travel arrangement
Working space in the clients office
Working hours to be observed
Unusual aspects of working with a particular client
Project progress reporting
Project strategy

C. PROJECT SCHEDULE
Once the overall project plan has been completed, schedules and target
completion dates should be prepared for each person assigned to the project.
Figure 9.3 provides an illustration of a daily schedule for a consultant
outlining tasks for a specific project.
D. PROJECT CONTROL
A project plan can be graphically presented using two of the most common
tools:
a. A Gantt Chart
b. A PERT diagram (Project Evaluation and Review Techniques)
E. Documentation Policies and Guidelines
Formalized documentation policies and guidelines ensure that events and
agreements affecting the project findings and conclusions are properly documented
and filed.

What documentation policies and guidelines should be established for

internal use?
Documentation policies and guidelines should address:

a. A defined structure for all documentation with sample formats;

b. Timing for preparing, updating, and completing documentations;
c. Procedures outlining instructions for documenting and complying with
documentation policies; and
d. Responsibilities for documentation and review at various project stages.
How should documentation be prepared and reviewed to ensure quality
control and responsibility for the documentation?
a. Specific procedures, providing instruction to consultants using the suggested
format, should be defined for each type of documentation.
b. The procedures should also identify responsibilities for completing
documentation.
c. Quality control review points should also be established by the project
manager at the beginning of each project.
d. Documentation checklist may be established by the project manager as a
required form to promote quality control reviews.
What documentation is needed to support conclusions?
a. All background data, interview results, research data, and client-prepared
documents should be filed and reviewed prior to preparing conclusions.
b. The consultant should also document
A statement of assumptions and alternative solutions and
Factors influencing conclusions and recommendations.
How long and where should client work papers be retained?
a. The retention period should be based on internal requirements, client
requirements, or legal requirements.
b. Client work papers should be retained by the firm since the work papers are
the support for client recommendations.