1.

PLANNING and SCHEDULING

(Project Implementation, Concept Design, Master/Development Planning, Estimating, PERT/CPM
and S-Curve)

2.

ORGANIZATION and MANAGEMENT

(Project Organization, Functional Chart, Directions and Supervision)

3.

FINANCIAL ENGINEERING and FINANCIAL MANAGEMENT

(Projected Financial Statements, Financial Analysis, Fund Sourcing, Financing Plan, Budgeting)

4.

PROCUREMENT, CONTRACT ADMINISTRATION and CONFLICT MANAGEMENT

(Procurement List, Canvassing, Bidding, Contracting, Mediation and Arbitration)

5.

PROJECT CONTROL
(Project Reporting, Data Management, Monitoring, Evaluation, Review and Coordination)

6.

PROJECT SAFETY
(Safety Organization, Safety Policies, Work Conditions, Safety Devices, Logistics)

7.

RESOURCES MANAGEMENT
(Manpower, Materials, Equipment, Funds, Methods, Information)

PRE-INVESTMENT

INVESTMENT PHASE

POST-INVESTMENT

Consulting
Services

Project
Identification/
Initiation

Project
Preparation

Project Appraisal
& Financing

Pre FS
FS
Proj.Proposal
Concept
Design

Negotiation
Loan
Equity
JVC
/Consortium

Engineering/
Detailed Design
Preliminary
Design
Detailed
Design
Tech. Specs
Qty Takeoff
Cost Estimate

Project Implementation
(Construction)

Operation &
Maintenance

1. POSDCRMECR(Mgt.
function)
2. Quantity Take-off &
Project Cost Analysis
3. Procurement
4. Recruitment of
Consultants
5. Contract Administration
6. Bonding and Insurance
7. Resources Mgt.
8. Financial Mgt.
9. Project Safety
10. Project Security &
Traffic Control
11. Project Records & Files
12. Risk Mgt.
13. Arbitration
14. Training / HRD
15. Project Completion
Report
16. Testing, Commissioning
& Project Acceptance
17. Post Project Review

Manual
Preparation
Training
Continuing
support to the
end user
Updates of
softwares
overtime

Post Project
Evaluation

PLANNING /ORGANIZATION
1

Plan time, cost and activities sufficient to estimate the work

needed and to effectively manage risks.

Set project organization.

Define and explain the scope of work of each group/individual.

Assign responsibility areas.

Determine resources (materials, eqpt.) needed.

Establish milestone targets/deliverables (activities, time, cost).

Set levels of performance.

Disseminate expected outputs.

Formulate project management tools / techniques.

DIRECTION / SUPERVISION

REPORTING
1.

Review progress reports submitted by project participants.

2.

Prepare weekly physical & financial accomplishment reports.

3.

Prepare weather reports.

4.

Prepare monthly employment report.

5.

Prepare Equipment Repairs & Maintenance.

Direct periodic project activities.

6.

Prepare Consumption Report on Fuels & Lubricants.

Ensure logbooks are accomplished periodically.

7.

Formulate other reports that might be needed.

Ensure that weekly progress reports are prepared and

submitted by all concerned.

Ensures schedules and performance levels (quantity and

quality) are met.

List construction deficiencies and blunders and indicate in the

logbook. List also t the recommended remedial action.

COORDINATION
1

Coordinate effectively with all project participants for smooth

project execution.

MONITORING & EVALUATION

CONTROL
1.

Observe and monitor progress of work and disbursements.

2.

Evaluate the work, accomplished in the progress.

3.

Accomplish the punch list form, if necessary.

4.

Identify potential deficiencies in a timely manner and corrective

action can be taken, when necessary.

5.
6.

1.

Conduct weekly coordination meetings.

2.

Administer one-on-one meetings, as appropriate.

3.

As necessary, engage in consultation meetings.

4.

Subsequently check compliance to corrective/remedial

measures set.

Follow-up field notes/instructions and the like as indicated in the

logbook and ensure compliance to agree solutions.

5.

Project performance is observed and measured regularly to

identify variances.

As appropriate, ensure letters to construction personnel and / or

sub-contractors if deficiencies are noted.

6.

Check quality of materials and work.

REVIEW
1

Compare completed structures to plans and programs. Check

deviation, if any.

Planning & Scheduling

Project Identification
Organization & Staffing
Project Preparation
Direct Supervising
Money/Funds
Materials
Manpower/Labor

Controlling

Equipment/Machineries

Reporting

Appraisal & Financing

Engineering Detailed Design

Methods/Technologies

Implementation/Construction

Information
Operation & Maintenance

Monitoring & Evaluation

Coordinating

RESOURCES

Post Project Evaluation

Review

PROJECT DEVELOPMENT CYCLE

MANAGEMENT FUNCTIONS

GOALS/OBJECTIVES/TARGETS

Scope/Coverage
Time
Cost
Quality

PLANNING
&
SCHEDULING

Table of Activities (Work Plan)

Bar Chart
PERT/CPM
Project Scheduling/Target Setting
S-Curve
Crashing

ORGANIZATION &
STAFFING

Organization Structure
Manning Schedule
Recruitment, as appropriate
Placement
Human Resources Development/Training

IMPLEMENTATION,
DIRECTION & SUPERVISION

Mobilization
Periodic Meetings
Log Books
Progress Reports

PROJECT REPOTING,
MONITORING &
EVALUATION

Reports (Forms, Frequency of Reporting)

Data Management
Documentation
Evaluation of Data/Information

FINANCIAL MANAGEMENT,
ACCOUNTING & AUDITING

Financing Plan
Project Accounting / Auditing System
Financial Statement
Taxation (EVAT, etc.)

PROCUREMENT

PROJECT COORDINATION /
CONTROL

CONTRACT
ADMINISTRATION

PROJECT COMPLETION,
ACCEPTANCE &
TURNOVER

A. Goods (Materials/Equipment/Vehicles)
Preparing List of Goods
Contract Packages
Tender Documents
Invitation
Bid Evaluation
Award

Coordination with Utility Firm

Budgeting/Cash Flow
Equipment Schedule
Vehicle Schedule
Quality take-Off/Cost Estimate

Bookkeeping
Tax Planning
Financial Reports
Audits

B. Civil Works (Subcontractors)

Proposal
Evaluation
Negotiation
Award

Coordination / Periodic Meetings

Performance Bond
Insurances
Consultants
Goods
Sub-Contractors
Equipment Lessors

Punch Listing
Repairs, Fine Tunings
Certificate of Acceptance

Price Escalation
Change Orders
Amendments, Addendum

C. Consultants
Short List
Invitation
Proposals
Evaluation
Award

RESOURCES
MANGEMENT

RESOURCES

PARTICULARS

MATERIALS

BILL OF MATERIALS
MATERIALS INVENTORY
MATERIAL CONSUMPTION
QUALITY CONTROL

MANPOWER /
LABOR

MANNING SCHEDULE
MANPOWER PRODUCTIVITY
(Effective, efficient and economical delivery of services)
(Awareness, Productivity Programs, Research & Impact Assessment)

EQUIPMENT /
MACHINES

EQUIPMENT SCHEDULE
EQUIPMENT UTILIZATION
EQUIPMENT REPAIR / MAINTENACE (Program, Schedules)

MONEY / FUNDS

METHODS /
TECHNOLOGY

INFORMATION

FINANCING PLAN
BUDGETING
CASH FLOW
DISBURSEMENT PROCEDURES
RECORDING OF DISBURSEMENT (Bookkeeping/Cost Accounting)
FINANCIAL STATEMENT
(Income Statement, Balance Sheet, Projected Cash Flow)
TECHNIQUES, PROCEDURES, SYSTEMS, PERT/CPM (Network Models)
RESEARCH
DATA BANK
DATA MANGEMENT
NETWORKING