Fund Raising Project Selection

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FundRaisingProjectSelectioncase.pdf

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60 60 Chapter Chapter 2 2 OrOrganization ganization StrStrategy ategy and and Project Project SelectionSelection

CaseCase

Fund Fund Raising Raising Project Project Selection Selection casecase The The purpose purpose ofof this this “case “case exercise”exercise” is is to to proprovide vide yyou ou with with experience experience in in using using aa prproject oject selection selection process process thathat t ranks ranks proposed proposed prprojects ojects by by their their contribcontribution ution to to anan ororganizationganization’’s s mission mission and and strategystrategy..

FUND FUND RAISING RAISING PROJECTPROJECT Assume Assume yyou ou are are a a member member ofof a a class class on on project project manamanagement. gement. Each Each student student willwill join join a a team team ofof 5–7 5–7 students students who who will will be be responsibresponsible le for for crcreating, eating, planning planning andand exexecuting ecuting a a fund fund raising raising project project ffor or a a designated designated charitycharity. . The The fund fund raising raising prprojectoject has has twtwo o goals: goals: (1) (1) raise raise money money ffor or a a worthworthy y cause cause and and (2) (2) proprovide vide an an opportunityopportunity ffor or all all team team members members to to practice practice prproject oject management management skills skills and and techniquestechniques..

In In addition addition to to completing completing the the prproject oject a a nnumber umber ofof deliv deliveraerables bles are are requirrequired ed toto complete complete this this assignment. assignment. These These delivdeliveraerables bles include:include:

a) a) PrProject oject PrProposal oposal d) d) Status Status RReporteport b) b) Implementation Implementation Plan Plan e) e) Project Project RRefeflections lections PresentaPresentationtion c) c) Risk Risk Management Management Plan Plan f) f) PrProject oject RRetretrospective/Aospective/Auditudit

ApprApprovoved ed projects projects wiwill ll rreceive eceive $250 $250 seed seed money money to to be be rreimbursed eimbursed upon upon comple-comple- tion tion ofof the the project.project.

“MUST” “MUST” OBJECTIVESOBJECTIVES Every Every prproject oject must must meet meet the the “must”“must” objectives objectives as as determined determined by by the the instructorinstructor.. There There arare e four four mmust ust objectives:objectives:

1. 1. All All projects projects mmust ust be be safesafe, , legal legal and and comply comply with with uniuniversity versity policiespolicies.. 2. 2. All All projects projects mmust ust be be capacapable ble ofof earning earning at at least least $500.$500.

PROJECT PROJECT PROPOSAL PROPOSAL 6: 6: KEIKO—ONE KEIKO—ONE WHALE WHALE OF OF A A STORYSTORY The The story story ofof Keik Keikoo, , the the famous famous killer killer whalewhale, , will will be be told told by by an an imaimaginary ginary offspringoffspring SeikSeiko, o, wwho ho in in the the distant distant future future is is telling telling her her children children aabout bout their their famous famous grandfa-grandfa- therther. . The The big-budget big-budget film film will will integraintegrate te actual actual footafootage ge ofof the the wwhale hale within within a a realis-realis- tic tic animaanimated ted envirenvironment onment using using state-of-the-art state-of-the-art computer computer imaimagerygery. . The The story story willwill rereveal veal how how KKeikeiko o responded responded to to his his treatreatment tment by by humanshumans..

Probability Probability 80% 80% 50% 50% 20%20% ROI ROI 6% 6% 18% 18% 25%25%

PROJECT PROJECT PROPOSAL PROPOSAL 7: 7: GRAND GRAND ISLANDISLAND The The true true story story ofof a a group group ofof junior-high junior-high biolobiology gy students students who who discodiscover ver thathat t a a fertil-fertil- izer izer plant plant is is dumping dumping toxic toxic wwastes astes into into a a nearby nearby rivriverer. . The The moderate-bmoderate-budget udget filmfilm

depicts depicts how how students students ororganize ganize a a grassrgrassroots oots campaign campaign to to fight fight local local bureaucracy bureaucracy andand ultimaultimately tely fforce orce the the fertilizer fertilizer plant plant to to restore restore the the local local ecosystem.ecosystem.

Probability Probability 80% 80% 50% 50% 20%20% ROI ROI 9% 9% 15% 15% 20%20%

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Chapter Chapter 2 2 OrgOrganization anization Strategy Strategy and and PrProject oject SelectionSelection 6161

3. 3. All All projects projects mmust ust be be aable ble to to be be completed completed within within nine nine weeksweeks.. 4. 4. All All prprojects ojects must must prproovide vide an an opportunity opportunity for for eevery very member member ofof the the project project teamteam

to to experience experience and and learn learn aabout bout project project manamanagement.gement.

Among Among the the factors factors to to consider consider ffor or the the last last objective objective wwould ould be be the the extent extent there there isis meaningful meaningful wwork ork ffor or every every member member ofof the the team, team, the the degree degree ofof coordina coordination tion re-re- quired, quired, the the eextent xtent the the team team will will hahave ve to to wwork ork with with external external stakstakeholderseholders, , and and thethe complexity complexity ofof the the prproject.oject.

“W“WANT” ANT” OBJECTIVESOBJECTIVES In In addition addition to to the the mmust ust objectivesobjectives, , there there are are “w“want”ant” objectiv objectives es that that the the instructorinstructor wwould ould like like toto achie achieveve. . The The ffollowing ollowing is is a a list list ofof these these objectives:objectives:

1. 1. Earn Earn more more than than $500 $500 ffor or a a charitycharity 2. 2. Increase Increase public public aawareness wareness ofof the the charitycharity 3. 3. ProProvide vide a a resume resume wworthorthy y experience experience ffor or studentsstudents 4. 4. Be Be featurfeatured ed on on local local TV TV newsnews 5. 5. Be Be fun fun to to dodo

ASSIGNMENTASSIGNMENT YYou ou arare e a a member member ofof the the class class priority priority team team in in charcharge ge ofof ev evaluating aluating and and aappropprov-v- ing ing fund fund raising raising prprojectsojects. . Use Use the the proprovided vided proposal proposal eevaluavaluation tion ffororm m to to formallyformally evevaluate aluate and and rank rank each each prproposal. oposal. Be Be prepared prepared to to rreport eport your your rrankings ankings and and justifyjustify yyour our decision. decision. YYou ou should should assume assume thathat t these these prprojects ojects would would be be held held aat t yyour our uni-uni- versity versity or or collegecollege..

FUND FUND RAISING RAISING PROPOSALSPROPOSALS PROJECT PROJECT PROPOSAL PROPOSAL 1: 1: HOOPS HOOPS FOR FOR HOPEHOPE The The prproject oject is is a a three-on-three three-on-three baskbasketball etball tournament tournament to to raise raise money money ffor or thethe DoDown wn Syndrome Syndrome AssociaAssociation. tion. The The tournament tournament will will consist consist ofof three three brbrackets:ackets: Co-ed, Co-ed, MaleMale, , and and Female Female teamsteams. . There There will will be be a a $40 $40 entry entry fee fee per per team team and and addi-addi- tional tional funds funds will will be be derivderived ed from from the the sale sale ofof commemora commemorative tive TT-shirts -shirts ($10). ($10). Win-Win- ning ning teams teams will will receireceive ve gift gift baskbaskets ets consisting consisting ofof donations donations frfrom om local local businessesbusinesses and and restaurantsrestaurants. . The The event event will will be be held held aat t the the univuniversity ersity recrearecreational tional centercenter..

PROJECT PROJECT PROPOSAL PROPOSAL 2: 2: SINGING SINGING FOR FOR SMILESSMILES The The prproject oject will will hold hold a a karaokkaraoke e competition competition with with celebrity celebrity judges judges aat t a a popularpopular campus campus night night spot. spot. Funds Funds will will be be raised raised by by $5 $5 admission admission aat t the the door door and and a a rafraffflele ffor or prizes prizes donated donated bby y local local businessesbusinesses. . Funds Funds will will be be donadonated ted to to Smile Smile TTrain, rain, anan internainternational tional organizaorganization tion that that perfperfororms ms cleft cleft lip lip surgery surgery aat t a a cost cost ofof $250 $250 perper child. child. The The evevent ent will will feature feature picturpictures es ofof children children born born with with cleft cleft lips lips and and with with eev-v- ery ery $50 $50 earned earned a a piece piece ofof a a picture picture puzzle puzzle will will be be added added until until the the original original picturepicture is is cocovered vered with with a a smiling smiling faceface..

PROJECT PROJECT PROPOSAL PROPOSAL 3: 3: HALO HALO FOR FOR HEROESHEROES The The prproject oject will will be be a a Halo Halo video video game game competition competition to to be be held held ovover er the the weekweekendend utilizing utilizing the the College’College’s s big big screen screen electrelectronic onic classroomsclassrooms. . TTeams eams ofof 4 4 plaplayers yers willwill plaplay y each each other other in in a a single single elimination elimination tournament tournament with with the the grgrand and prizprize e being being aa SonSony y PlaPlay y Station Station 3 3 donadonated ted by by a a local local video video game game storstoree. . Entry Entry fee fee is is 24$ 24$ per per teamteam

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62 62 Chapter Chapter 2 2 OrOrganization ganization StrStrategy ategy and and Project Project SelectionSelection

and and individual individual plaplayers yers will will be be aable ble to to plaplay y in in a a loser’loser’s s bracket bracket ffor or 5$. 5$. All All proceedsproceeds will will go go to to the the NaNational tional Military Military FFamily amily AssociaAssociation.tion.

PROJECT PROJECT PROPOSAL PROPOSAL 4: 4: RAFFLE RAFFLE FOR FOR LIFELIFE OrOrganizganize e a a rafrafffle le contest. contest. RRaffle affle ticktickets ets will will be be sold sold for for 3$ 3$ a a piece piece with with the the winningwinning tickticket et worth worth $300. $300. Each Each ofof the the six six team team members members will will be be responsible responsible ffor or selling selling 5050 rafraffle fle ticketstickets. . All All profits profits will will go go to to the the American American Cancer Cancer SocietySociety..

PROJECT PROJECT PROPOSAL PROPOSAL 5: 5: HOLD’EM HOLD’EM FOR FOR HUNGERHUNGER OrOrganizganize e a a TTexas exas Hold’em Hold’em pokpoker er tournament tournament at at a a campus campus dining dining facilityfacility. . It It will will costcost 20$ 20$ to to enter enter the the tournament tournament with with a a $15 $15 buy-in buy-in in in feefee. . PrizPrizes es include include $300, $300, $150, $150, andand $50 $50 gift gift certificacertificates tes to to a a large large department department storestore. . Gift Gift certificates certificates purpurchased chased from from en-en- try try feesfees. . All All plaplayers yers will will be be eligible eligible to to win win twtwo o donated donated ticktickets ets to to Men Men and and WWomenomen baskbasketball etball gamesgames. . Funds Funds raised raised will will go go to to local local county county ffood ood sheltershelter..

PROJECT PROJECT PROPOSAL PROPOSAL 6: 6: BUILD BUILD YOUR YOUR OWN OWN BOXBOX The The purpose purpose ofof this this project project is is to to raise raise aawareness wareness ofof plight plight ofof homeless homeless. . StudentsStudents will will donadonate te ten ten dollars dollars to to participate participate in in bbuilding uilding and and living living in in a a cardboarcardboard d city city onon the the univuniversity ersity quad quad for for one one night. night. Building Building mamaterials terials will will be be proprovided vided by by local local rre-e- cycling cycling centers centers and and harharddware ware storesstores. . Hot Hot soup soup will will be be prprovided ovided bby y the the team team atat midnight midnight to to all all participantsparticipants. . PrProceeds oceeds for for go go to to the the local local homeless homeless sheltershelter..

PrProject oject PriorityPriority Evaluation Evaluation FFormorm Must Must objectivesobjectives

Be Be safesafe, , legal,legal, & & comply comply with with UnivUniversityersity PPoliciesolicies

Can Can be be completcompleted ed withinwithin 9 9 weeksweeks

Earn Earn at at least least $500$500

WantWant

objectivesobjectives

Single Single projectproject

impact impact definitionsdefinitions

Earning Earning potentialpotential

Relat iveRelat ive Import anceImport ance

1–1001–100

9090

3030

4040

4040

0:0: 500–750 500–750 1:1: 750–1500 750–1500 2:2: >$1500 >$1500 3:3: >$2000 >$2000

0:0: None None 1:1: Some Some funfun 2:2: A A lot lot of of funfun

3030

0:0: No No potentialpotential 1:1: Low Low potentialpotential 2:2: High High potentialpotential

0:0: No No potentialpotential 1:1: Low Low potentialpotential 2:2: High High potentialpotential

0:0: No No potentialpotential 1:1: Low Low potentialpotential 2:2: High High potentialpotential

TTotal otal weighted weighted scorscoree

PPrr iorityiority

FuFunn

IncreaseIncrease awarawarenesseness of of charcharityity

Resume Resume worthyworthy

Be Be featurfeatured ed onon local local TV TV newsnews

Y Y = = yesyes N N = = nono

Y Y = = yesyes N N = = nono

Y Y = = yesyes N N = = nono

OpportunitOpportunit y y to to learnlearn PProject roject ManagementManagement

Y Y = = yesyes N N = = nono

Must Must meetmeet

if if impactsimpacts 1 2 3 4 5 6 71 2 3 4 5 6 7

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Chapter Chapter 2 2 OrgOrganization anization Strategy Strategy and and PrProject oject SelectionSelection 6363

Appendix Appendix 2.12.1

Request Request for for Proposal Proposal (RFP)(RFP) Once Once an an ororganization ganization selects selects a a prproject, oject, the the customer customer or or prproject oject manager manager is is fre-fre- quently quently rresponsible esponsible ffor or developing developing a a rrequest equest ffor or proposal proposal (RFP) (RFP) ffor or the the project project oror sections sections ofof the the project.project.

The The responsible responsible prproject oject manager manager will will rrequire equire input input dadata ta from from all all stakstakeholderseholders connected connected to to the the activities activities cocoververed ed in in the the RFPRFP. . The The RFP RFP will will be be announced announced toto external external contractors/vcontractors/vendors endors with with adequate adequate eexperience xperience to to implement implement the the project.project. FFor or exampleexample, , govgovernment ernment projects projects frfrequently equently advadvertise ertise with with a a “request “request ffor or prpro-o- posal”posal” to to outside outside contractors contractors ffor or roadsroads, , buildingsbuildings, , airportsairports, , military military hardhardwareware,, space space vehiclesvehicles. . SimilarlySimilarly, , bbusinesses usinesses use use RFPs RFPs to to solicit solicit bids bids for for bbuilding uilding a a cleanclean rroom, oom, developing developing a a nenew w manufacturing manufacturing prprocessocess, , delivering delivering softwsoftware are ffor or insuranceinsurance billing, billing, conducting conducting a a markmarket et surveysurvey. . In In all all ofof these these examplesexamples, , requirements requirements andand feafeatures tures must must be be in in enough enough detail detail thathat t contractors contractors hahave ve a a clear clear description description ofof the the final final delivdeliveraerable ble thathat t will will meet meet the the customer’customer’s s needsneeds. . In In most most cases cases the the RFP RFP alsoalso specifies specifies an an expected expected fforormat mat ffor or the the contractor’contractor’s s bid bid proposal proposal so so the the rresponses esponses ofof difdifferent ferent contractors contractors can can be be fairlfairly y evaluaevaluated. ted. Although Although we we typicalltypically y think think ofof RFPs RFPs ffor or external external contractorscontractors, , in in some some organizaorganizations tions RFPs RFPs are are used used internally; internally; thathat t isis,, the the ororganization ganization sends sends out out an an RFP RFP to to difdifferent ferent divisions divisions or or departmentsdepartments..

The The content content ofof the the RFP RFP is is extremelextremely y important. important. In In practicepractice, , the the most most commoncommon errerror or is is to to offer offer an an RFP RFP thathat t lacks lacks sufsufficient ficient detail. detail. This This lack lack ofof detail detail typicallytypically results results in in conflict conflict issuesissues, , misunderstandingsmisunderstandings, , often often legal legal claims claims between between the the con-con- tractor tractor and and oownerwner, , and, and, in in addition, addition, an an unsatisfied unsatisfied customcustomerer. . All All RFPs RFPs are are difdiffer-fer- ent, ent, but but the the outline outline in in FigurFigure e A2.1 A2.1 is is a a good good starting starting point point ffor or the the development development ofof a a detailed detailed RFPRFP. . Each Each step step is is briefbriefly ly described described nenext.xt.

1. 1. Summary Summary ofof needs needs and and rrequest equest for for action.action. The The backgrbackground ound and and a a simple simple de-de- scription scription ofof the the final final project project delideliveraverable ble are are gigiven ven first. first. FFor or exampleexample, , through through sim-sim- ulaulated ted war war gamesgames, , the the UU.S.S. . NaNavy vy has has ffound ound their their giant giant warships warships ofof the the past past are are tootoo vulneravulnerable ble against against todatoday’y’s s technology technology (an (an eexample xample is is the the Silkworm Silkworm antiship antiship mis-mis- siles). siles). In In addition, addition, the the NaNavy’vy’s s mission mission has has shifted shifted to to supporting supporting grground ound fforces orces andand peacekpeacekeeping eeping missionsmissions, , which which requirrequire e getting getting closer closer to to shoreshore. . As As a a result, result, the the NaNavyvy is is rerevamping vamping ships ships ffor or near-shore near-shore dutyduty. . The The NaNavy vy will will select select three three designs designs ffor or fur-fur- ther ther refinement refinement frfrom om the the responses responses to to its its RFPRFP. . In In general, general, it it is is expected expected thathat t thethe new new ship ship will will be be cacapapable ble ofof a at t least least 55 55 knotsknots, , measure measure between between 80 80 and and 250 250 feet feet inin length, length, and and be be fitted fitted with with radar radar aabsorbing bsorbing panels panels to to thwart thwart guided guided missilesmissiles..

1. 1. Summary Summary of of needs needs and and request request for for actionaction 2. 2. Statement Statement of of work work (SOW) (SOW) detailing detailing the the scope scope and and major major deliverablesdeliverables 3. 3. Deliverable Deliverable specifications/requirements, specifications/requirements, features, features, and and taskstasks 4. 4. Responsibilities—vendor Responsibilities—vendor and and customercustomer 5. 5. Project Project scheduleschedule 6. 6. Costs Costs and and payment payment scheduleschedule 7. 7. TType ype of of contractcontract 8. 8. Experience Experience and and staffingstaffing 9. 9. Evaluation Evaluation criteriacriteria

FIGURE FIGURE A2.1A2.1 RRequest equest for for PrProposaloposal

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64 64 Chapter Chapter 2 2 OrOrganization ganization StrStrategy ategy and and Project Project SelectionSelection

2. 2. Statement Statement ofof work work (SO(SOW) W) detailing detailing the the scope scope and and major major delivdeliverables.erables. F For or ex-ex- ampleample, , ifif the the prproject oject invinvolves olves a a marmarket ket rresearch esearch surveysurvey, , the the major major delivdeliveraerablesbles could could be be design, design, dadata ta collection, collection, data data analanalysisysis, , and and proproviding viding recommendarecommendationstions by by FFebruary ebruary 21, 21, 2014, 2014, ffor or a a cost cost not not to to exexceed ceed $300,000.$300,000.

3. 3. DelivDeliverable erable specifications/rspecifications/requirements, equirements, featurfeatures, es, and and tasks.tasks. This This step step shouldshould be be very very comprcomprehensive ehensive soso bid bid prproposals oposals frfrom om contractors contractors can can be be validavalidated ted andand lalater ter used used for for contrcontrol. ol. TTypical ypical specifications specifications cocover ver phphysical ysical features features such such as as sizesize,, quantityquantity, , materialsmaterials, , speed, speed, and and colorcolor. . FFor or exampleexample, , an an IT IT prproject oject might might specifyspecify requirrequirements ements for for harharddwareware, , softwarsoftwaree, , and and training training in in greagreat t detail. detail. TTasks asks requiredrequired to to complete complete delivdeliveraerables bles can can be be included included ifif they they are are knoknown.wn.

4. 4. RResponsibilities—vendor esponsibilities—vendor and and customercustomer.. F Failing ailing to to spell spell out out the the responsibilitiesresponsibilities ffor or both both parties parties is is notorious notorious ffor or leading leading to to serious serious probproblems lems when when the the contractorcontractor implements implements the the prproject. oject. FFor or exampleexample, , who who papays ys for for wwhat? hat? (If(If the the contractor contractor is is toto be be on on sitesite, , will will the the contractor contractor be be required required to to papay y for for ofoffice fice space?) space?) WhaWhat t are are thethe limits limits and and exexclusions clusions ffor or the the contractor? contractor? (F(For or exampleexample, , who who will will supplsupply y test test equip-equip- ment?) ment?) WWhat hat commcommunication unication plan plan will will be be used used bby y the the contractor contractor and and owner? owner? IfIf escalaescalation tion ofof an an issue issue becomes becomes necessarynecessary, , whawhat t process process will will be be used? used? HoHow w willwill prprogress ogress be be eevaluavaluated? ted? WWell-defined ell-defined responsibilities responsibilities will will aavoid void manmany y unforunforeseeneseen prproblems oblems lalaterter..

5. 5. Project Project schedule.schedule. This This step step is is concerned concerned with with getting getting a a “har“hard”d” schedule schedule whichwhich can can be be used used ffor or contrcontrol ol and and evaluaevaluating ting prprogressogress. . Owners Owners are are usually usually vvery ery demand-demand- ing ing in in meeting meeting the the prproject oject scheduleschedule. . In In todatoday’y’s s business business enenvirvironment, onment, time-to-time-to- markmarket et is is a a major major “hot “hot button”button” that that influences influences markmarket et shareshare, , costscosts, , and and profitsprofits.. The The schedule schedule should should spell spell out out whawhat, t, whowho, , and and when.when.

6. 6. Costs Costs and and payment payment schedule.schedule. The The RFP RFP needs needs to to set set out out vvery ery clearly clearly hohoww,, when, when, and and the the prprocess ocess ffor or deterdetermining mining costs costs and and conditions conditions for for prprogressogress papaymentsyments..

7. 7. Type Type ofof contr contract.act. Essentially Essentially there there arare e two two types types ofof contracts—fixed-price contracts—fixed-price and and cost-pluscost-plus. . Fixed-price Fixed-price contracts contracts aagree gree on on a a price price or or lump lump sum sum in in advadvanceance,, and and it it remains remains as as long long as as therthere e are are no no changes changes to to the the scope scope prprovisions ovisions ofof the the agragreement. eement. This This type type is is preferred preferred in in prprojects ojects that that are are wwell ell defined defined with with predict-predict- aable ble costs costs and and minimal minimal risksrisks. . The The contractor contractor must must exexercise ercise care care estimaestimating ting costcost

because because anany y underestimating underestimating ofof costs costs will will cause cause the the contractor’contractor’s s prprofit ofit to to bebe reduced. reduced. In In cost-plus cost-plus contracts contracts the the contrcontractor actor is is reimburreimbursed sed ffor or all all or or some some ofof the the expenses expenses incurrincurred ed during during performance performance ofof the the contract. contract. This This fee fee is is negoti-negoti- aated ted in in advance advance and and usuallusually y ininvolvvolves es a a percent percent ofof total total costscosts. . “Time “Time and and mate-mate- rials”rials” plus plus a a profit profit factor factor arare e typical typical ofof cost-plus cost-plus contractscontracts. . Both Both types types ofof contracts contracts can can include include incentivincentive e clauses clauses ffor or superior superior performance performance in in time time andand cost, cost, or or in in some some casescases, , penalties—for penalties—for eexamplexample, , missing missing the the opening opening date date ofof a a new new sports sports stadium.stadium.

8. 8. Experience Experience and and staffing.staffing. The The aability bility ofof the the contractor contractor to to implement implement the the prproj-oj- ect ect mamay y depend depend on on specific specific skills; skills; this this necessary necessary experience experience should should be be specified,specified, along along with with assurance assurance such such stafstafff will will be be aavailavailable ble ffor or this this project.project.

9. 9. Evaluation Evaluation criteria.criteria. The The criteria criteria ffor or evevaluating aluating and and aawarwarding ding the the projectproject contract contract should should be be specified. specified. FFor or exampleexample, , selection selection criteria criteria frequently frequently includeinclude methodologymethodology, , priceprice, , scheduleschedule, , and and experience; experience; in in some some cases cases these these criteria criteria areare weighted. weighted. Use Use ofof the the outline outline in in Figure Figure A2.1 A2.1 will will help help to to ensure ensure kkey ey items items in in thethe prproposal oposal are are not not omitted. omitted. A A well-prwell-prepared epared RFP RFP will will prprovide ovide contractors contractors withwith sufsufficient ficient guidelines guidelines to to prepare prepare a a prproposal oposal thathat t clearly clearly meets meets the the prproject oject andand customer’customer’s s needsneeds..

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Chapter Chapter 2 2 OrgOrganization anization Strategy Strategy and and PrProject oject SelectionSelection 6565

FIGURE FIGURE A2.2A2.2 Contractor Contractor Evaluation Evaluation TTemplateemplate

Contractor Contractor Maximum Maximum Proposal Proposal Proposal Proposal Proposal Proposal ProposalProposal Evaluation Evaluation TTemplate emplate Weight Weight 1 1 2 2 3 3 44

Contractor Contractor qualifications qualifications Weight Weight 10 1055

TTechnical echnical skills skills available available WWeight eight 20 2055

Understanding Understanding of of contract contract Weight Weight 5 555 and and conditionsconditions

Financial Financial strength strength to to Weight Weight 15 1555 implement implement projectproject

Understanding Understanding of of proposal proposal Weight Weight 10 1055 specificationsspecifications

Innovativeness Innovativeness and and Weight Weight 5 555 originality originality of of proposalproposal

Reputation Reputation for for delivering delivering Weight Weight 15 1555 on on time time and and budgetbudget

Price Price Weight Weight 55 20 20

TTotal otal 100100

SELECTION SELECTION OF OF CONTRACTOR CONTRACTOR FROM FROM BID BID PROPOSALSPROPOSALS Interested Interested contractors contractors rrespond espond to to project project RFPs RFPs with with a a written written bid bid prpropoposal. osal. It It isis liklikely ely thathat t severseveral al contractors contractors will will submit submit bid bid proposals proposals to to the the customercustomer..

The The final final step step in in the the RFP RFP prprocess ocess is is to to select select the the contractor contractor wwho ho best best meets meets thethe requirrequirements ements requested requested in in the the RFPRFP. . The The selection selection criteria criteria gigiven ven in in the the RFP RFP areare used used to to evevaluate aluate wwhich hich contractor contractor is is aawarded warded the the contrcontract act to to implement implement the the proj-proj- ect. ect. Losing Losing contractors contractors should should be be givgiven en an an explanaexplanation tion ofof the the kkey ey factors factors that that ledled to to the the selection selection ofof the the winning winning contractor/vendor; contractor/vendor; aappreciappreciation tion ffor or their their participa-participa- tion tion and and efeffort fort should should be be acknoacknowledged. wledged. See See Figure Figure A2.2, A2.2, Contractor Contractor EvaluaEvaluationtion TTemplateemplate, , adapted adapted frfrom om one one used used in in practicepractice..

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C H A P T E R C H A P T E R T H R E ET H R E E

Organization:Organization: Structure Structure and and CultureCulture

6666

Organization: Organization: Structure Structure and and CultureCulture Project Project Management Management StructuresStructures

What What Is Is the the Right Right Project Project Management Management Structure?Structure?

Organizational Organizational CultureCulture

Implications Implications of of Organizational Organizational Culture Culture for for Organizing Organizing ProjectsProjects

SummarySummary

PProjectroject netnetworksworks

66

ManagingManaging riskrisk 77

MonitoringMonitoring progrprogressess

1313

TTeamseams 1111

OutsourcingOutsourcing 1212

LeadershipLeadership 1010

StrategyStrategy 22

IntroductionIntroduction 11

OrgOrganizationanization 33

ScheduleSchedule resourresources ces & & costscosts

88

Inte rna

tion al

Inte rna

tion al

pro ject

s pro

ject s

1515

1818

OverOvers ightsight

Agile Agile PMPM

CarCareer eer pathspaths

1717

1616 PProjectroject closureclosure

1414

EstimatEstimatee 55

ReducingReducing durationduration

99

DefineDefine projectproject

44