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  • Career Development > PM Contracting

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    Managing the Contract

    - by Andy Jordan

    There’s more to vendor management than deliverables and deadlines. Let's look at a few basic concepts that will help PMs avoid some of the biggest pitfalls.

    Contract Killing

    - by Dr. David F. Rico, PMP, CSM

    Does the use of agile project management require new contract models in order to be successful? Can agile project management be used with traditional fixed-price contracts? Does agile project management require a new type of contract (and if so, what kinds)? Furthermore, wouldn’t a new type of contract discourage the use of agile PM?

    Contract Risk Review

    If you're about to enter into a contract, you need to understand the risks involved. Thoughtful pre-contract preparation, review and follow-up will go a long way toward keeping your company out of legal hot water.

    Procurement Management Done Agile (Part 2)

    - by Don Kim

    A new agile procurement process--one that can operate in conjunction with and alongside an agile software development methodology--should significantly improve both the procurement of software vendor’s services and and successful delivery of software projects. This article will explore the underlying principles as well as map the reconciliation points required to harmonize agile development and procurement methods.

    The Modern Project Manager

    - by Michael Wood

    So you want a career in project management? What will it take to be successful, and what about earning potential? This article will explore the pursuit of a career in project management, including looks at characteristics of successful PMs, what employers are looking for and salaries.

    In an age of tight budgets and global competition, businesses need IT to do more than complete on time, on budget and with the required functionality. Learn Why Spreadsheets No Longer Cut it for Strategic PMOs.



    Contract Management System

    Get help starting an essential contract management system by using this project plan.

    Agile Contracts (Part 1)

    - by Mike Griffiths

    Agile methods deliver many benefits in terms of their flexibility to cope with changing requirements and priorities. However, this adaptability and reluctance to be tied down on scope can create contract problems when trying to form supplier agreements or outsource work. Part 1 of our two-part series covers the challenges of agile contracting and offers some of the packaged solutions created so far.

    Project Maturity Self-Assessment

    How robust and ready for launch is your project? Rate your own project on many success-indicator details in important areas using this extensive questionnaire. The results should help you discover your project's maturity level in terms of probabilities for success and where adjustments should be made.

    Consulting and Professional Services Contract

    Sooner or later, your company will have work with consultants and professional services providers. This sample contract can give you guidelines about the kinds of matters you must make legal provision for when outsourcing work to people and companies outside your corporation. To avoid nasty legal misunderstandings, however, we advise you to have your own legal department or lawyer review this or any contract you make between your company and an outside service provider or consultant. (Our lawyers made us say that!)

    Sample Construction Contract with Subcontractor

    Ah, the ties that bind! A good contract will protect everyone's interests, and that includes the subcontractor's, too. Spell out all arrangements in detail, and know what both sides are getting into. Note: This contract is no substitute for legal advice.

    All Good Things...

    - by Andy Jordan

    Ending the project is about more than just post-mortems and parties (don't worry, you can still have those, too!). Here we explore why we want to ensure that the project adds to the overall organizational knowledge--and how formal closure to all of the project elements must leave no confusion, gaps or misinterpretation.

    Agile Contracts (Part 2)

    - by Mike Griffiths

    With less emphasis on upfront specs and higher rates of change, how are agile projects contracted? Part 2 of this article outlines building blocks for creating agile contracts.

    Team Member Procurement Contract

    How do you officially "borrow" the team members you need for your project if they belong to another project or department? Here's a formal contract for procuring their time.

    Employment At Will Document

    Even if you aren't working under contract, it's wise to make sure employer and employee are on the same page. This agreement defines the terms of employment at will for any situation.

    Construction Branch Quotation Form

    Your client will want a good ballpark estimate of how much it will cost to construct his project. This form gives you a quick way to get those costs down on paper.

    Construction Contract Review Form

    A construction contract is complicated, not just in wording (leave that to the lawyers!), but in all the steps it (and you) must go through to turn the wishes of the client and the words on paper into a viable construction project. Use this form to help move matters along without forgetting any important steps and checkpoints.

    Client Invoice Report

    Large contracts pose their own set of problems, particularly when it comes to keeping track of monthly billables, receivables and variances. This spreadsheet will make life much easier.

    Maintenance Cost Tracker

    Track maintenance costs over the life of a contract with this Excel spreadsheet.

    Contract Risk Checklist

    Sound risk assessment practice demands that you look at every aspect of a contract before signing on the dotted line. This checklist will walk you through the nitty-gritty details.

    Getting Procurement to Support Projects: Mission Impossible?

    - by Mark Mullaly, PMP

    Where evolving procurement requirements come from, and why, is in reality no different than how requirements evolve in any organizational area. The challenge is that they compound themselves, layering restriction upon constraint upon requirement. What can an organization do to improve its procurement efforts? What can be done to make procurement work in support of projects rather than be a barrier, roadblock or black hole?

    Software Development Vendor Contract Considerations

    Are you signing a contract to outsource a software development project to a vendor? Ask these questions to make sure you know what you're getting and are getting what you are paying for.

    Request for Outage

    When it's necessary to turn off, lock out or deactivate a system or utility for contract work or construction purposes, it's a good idea to get permission from proper authorities and provide notification to all parties affected. Use this request form for both.

    The Cost-Conscious Mindset

    - by Andy Jordan

    To be successful in achieving our goals, project managers need to build a culture of efficiency within their teams. In this article, we explore how we build that culture of efficiency without sacrificing project quality--a step made all the more challenging given the economic constraints we face today.

    Justify My Project!

    - by Andy Jordan

    It scares this writer how many project managers believe that projects start with the planning phase. It scares him even more that their employers often agree.The project starts during the justification phase of the initiative, and the project manager needs to be a part of that process.

    Breaking Into Project Management (Part 3)

    - by Bob Weinstein

    In hard economic times, it's more important than ever to be prepared. As our series concludes, we learn some valuable tips and job-snaring tactics for prospective PMs.

    Procurement Management Done Agile (Part 1)

    - by Don Kim

    This will be the first in a series of articles that will look to provide the background of issues involved with managing an agile software development project under a traditionally linear and sequential project procurement process. Software development has been deliberately chosen for the example industry since that’s the domain for which agile is most typically used, but for those using agile in other industry domains, the general issues and proposed solution should work equally well within your industry.

    Vendor Management: Contract Preparation

    Need some help with preparing your vendor contract? This presentation will help with the management of delivery and your relationship with the vendor.

    Project HEADWAY: Procuring on your project - Planning your contracting needs

    - by Craig Curran-Morton

    This webinar will provide an overview of the procurement process. There a number of tasks you should complete before you start to draft your RFP, including determining your contracting needs, understanding the best type of contract to use as well as the level of risk that contracts will bring to your project.

    **PLEASE NOTE: Our apologies, there is no recording of this webinar. The slides from the presentation are available in the download.

    Getting Fixed

    - by Hans Robbers

    How do you make a fixed-price contract work? This article investigates the reasons why IT projects tend to overrun the budget--and the mitigating actions that can be applied.

    Agile Contracting

    - by Jen Girdish

    Fixed contractual restrictions like timelines, budget and scope can be impractical on the Agile project. Here, Agile thought leaders Rachel Weston and Chris Spagnuolo share some ideas for breaking through the “iron triangle” during the contract phase of an Agile project.

    Quality Review Checklist for Software Package Procurement

    Buying a software package? How do you know which package best suits your business environment and which vendor will serve you best? This checklist will help you evaluate the key questions and tend to the important details of procuring the right packaged application.

    Project HEADWAY Procurement Management Plan

    When the necessary resources (people, material or equipment) cannot be found within an organization, those resources will have to be procured from the outside. This template provides the project with a plan to capture the key information required to plan and manage the contracting process including understanding the type, quantity and quality of the resources required.

    Project HEADWAY Project Acceptance Form

    The purpose of the project acceptance form is to formally indicate that he project or phase of the project is now complete. In a summary form, it captures the key project summary information (final budget, effort and start and finish dates, a list of deliverables, and indicates closeout contracts. It becomes a primary communication vehicle to indicate that the sponsor accepted the deliverables and is formally closing the project down. It would also be used if the project were to be delayed, postponed or cancelled.

    Workforce Improvement Program Plan

    Your workforce improvement program will really take off if you use this Microsoft Project plan based on a real-life project to automate the workflow and improve organizational structure, communication and work processes.

    E-Procurement Project Plan for Ariba

    Use the project plan to take your Ariba installation from Procurement through Deployment, right up to Negotiating contracts and maintaining your system.

    Package & Vendor Selection Project Plan

    The build or buy question has already been answered. Now, what do you want to buy, and from whom? This plan will get you over those hurdles fast.

    Software Acquisition Management

    From developing an activities schedule to completing the contract paperwork, this plan will help keep you focused on your next software acquisition.

    Training Services Review Form

    If you contract an external training service to train users in your new application, you should evaluate their performance. Use this form to review the training team's performance and leverage it against future training service needs.

    Subcontractor Prequalifications

    There are a lot of subcontractors out there, and some are much better than others. Use this lengthy and highly detailed form to prequalify subcontractors to find the right people for your job.

    Contract Change Order

    Change is good, but just remember to document it, particularly since it will affect the bottom line. This template does just that in a simple and most straightforward fashion.

    Temp Worker Certification of Policy Review

    Temporary employees or contractors rarely get as full an orientation as full-time workers. Are they less likely to deviate from policy? Unlikely. Make sure they review the entire policy library with this handy guide.

    Architecture Services Review Form

    This Architecture Services Review Form outlines major factors to consider when contracting architecture services.

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    Requirements Management Plan Toolkit
    This toolkit includes a template and white papers to help with your requirements management planning. Download it now.