Managing the Contract
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.
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.
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.
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.
From developing an activities schedule to completing the contract paperwork, this plan will help keep you focused on your next software acquisition.
How can you adapt Scrum-like tools and techniques within a Waterfall project management environment? What can you do to reduce resistance and reap the benefits Scrum has to offer? In short, how can you get down and Scrummy within a Waterfall world? Here are some ideas you might find useful.

Organizations and teams must come to understand why they need agile before choosing a methodology or tool to implement it. A mandate alone will not work. It is the overarching goals, values and principles of Agile that must ultimately guide teams in the adoption and adaptation of its practices.
For any and all projects you lead, a constant mantra should be “keep the stakeholders involved.” It will help you to get ahead of potential risks and changes to scope as your project moves towards completion, and it will be critical to its ultimate success. When in doubt, overcommunicate.
Some love 'em. Some loathe 'em. But these frameworks and schools of PM thought are here to stay. What benefits and challenges do they present? Read on for both sides of the alternative equation...
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.
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.
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?
Agile projects are optimized for different constraints than traditional ones. To truly understand how to design a performance measurement system for agile PM, we need to dig a little deeper into the value system underlying agile methods.
Get help starting an essential contract management system by using this project plan.
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?
While plans, progress and budgets are all critical elements, we can bring more value to the project by releasing our obsession on these project metrics slightly and focusing more of our attention down the road to items like sponsor satisfaction and team morale.
Have you landed a nice, fat, multi-year project contract? Congratulations! Now download this Excel spreadsheet to help track the actual costs of servicing this contract over time.
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.
Contract resources have long thrived in IT, and in tough economic times they have a very big role to play. But how do you maximize your return?
“Cloud” sounds kind of ethereal, doesn’t it? Lofty in some ways, yet soft and comforting like a bed of heaven. With this new system direction, we’re supposed to let our concerns just float away. Not so fast...
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!)
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.
Negotiation is a skill that can be learned. This presentation is an overview of Negotiation 101 for project managers.
This template is designed to assist the project manager to prepare for negotiations with stakeholders in matters related to workforce management.
The four guiding principles of Agile project management can be compared to the Chinese concept of yin-yang. They are "opposing ... mutually rooted ... mutually transforming ... and mutually waxing and waning." By better understanding how these principles work in harmony, project managers can then translate them from concepts into concrete actions.
Avoid legal pitfalls when working with contracts by referring to this quick guide--and consulting with corporate counsel.
Use this sample project plan for responding to a Federal RFP for IT and related services.
Preparing the bid for a construction project involves a number of steps. This usually becomes quite hectic because of late instructions from and issuance of various addenda and clarifications. Help is just a click away.
Do you have a dual personality? A PM that also has a foot in the business analyst camp has a “leg up” on the competition for jobs--and has more job security.
Small businesses don't have it easy. How can you boost your success and avoid the chronic compromising that could eventually cripple your business? An expert provides some tips.
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.
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.
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.
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.
Short, sweet and to the point, this proposal template is the way to go if you are negotiating a lump sum contract.
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.
Track maintenance costs over the life of a contract with this Excel spreadsheet.
We've already explored the work necessary to prepare criteria to measure applicants against. In Part 2, we look at the interview and selection process--and consider the steps necessary to maximize your chances of making the right hire.
This article looks at the issues facing project managers when contracting out for project resource, expertise or capability--or to mitigate project risk. And it takes a look at a project that shows how innovation is not just confined to technology but, by using the right kind of contract appropriate to the project's needs, can yield successful results in other ways.
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.
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.
Are you ready for a revolution? Not so fast. Agile is, quite simply, a qualitatively different way of developing software. And those differentiating qualities are what the Agile Manifesto carefully delineates.
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.
It's showtime! Use this notice to inform all parties that construction work should start per terms of the contract.
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.
In projects it is important that the project manager know who's on first.. They can facilitate the negotiation of and agreement to project roles. They can also orient people to their role. And the sooner the better. The sooner those involved in projects understand their role and how it relates to the roles of others on the project, the more effective they can be in their roles when executing the project. Everyone knowing who's on first can prevent much confusion and reduce the number of problems you encounter on a project.
Here we provide some tactical tips to ensure your PPM solution is a successful one that is used frequently and provides data for good decision making.
You're not just managing a project, but working with a customer. This presentation walks you through customer involvement in the project management setting.
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.
Need some help with preparing your vendor contract? This presentation will help with the management of delivery and your relationship with the vendor.
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.