Professional Documents
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Project Management
Project Management
Project Management
DATE
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TABLE OF CONTENTS
CONTENTS
EXECUTIVE SUMMARY...........................................................................................................................3
INTRODUCTION......................................................................................................................................4
DISCUSSION...........................................................................................................................................5
DEFINITIONS – Understanding concepts.................................................................................................5
IMPLEMENTATION OF THE PROJECT CYCLE FOR BBL..............................................................................7
Initiating/Defining Phase.........................................................................................................................7
PROJECT CHARTER..............................................................................................................................7
Planning Phase:.......................................................................................................................................8
PROJECT SCOPE...................................................................................................................................9
BILL OF QUANTITIES..........................................................................................................................12
PROJECT BUDGET:.............................................................................................................................12
WORK BREAKDOWN STRUCTURE (WBS).........................................................................................12
PROJECT EXECUTION:............................................................................................................................15
PROJECT CLOSURE:................................................................................................................................16
CONCLUSION........................................................................................................................................17
RECOMMENDATIONS...........................................................................................................................18
1) PM leader - adequate knowledge/ skill ofthe project.................................................................18
2) PM leader – Effective communication skills.................................................................................18
3) PM leader - Knowledgeable about finance:.................................................................................19
4) PM leader - Maintaining core values:..........................................................................................19
5) PM leader - Adaptive (re-active and pro-active)..........................................................................19
REFERENCES.........................................................................................................................................21
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EXECUTIVE SUMMARY
This report presents a brief but inciteful discussion on the Project Management cycle and
leadership. It presents a practical demonstration of the cycle inclusive of the various stages
Barry’s Bakery Ltd., operating in Cunupia, is well established as a quality bakery and pastry
provider off the counter and delivery services. With the relaxation of the Covid restrictions in
January 2022 and allowance for inhouse dining, BBL owner, Mr. Barry Hosein decided to
engage in a new project of using an unused 25’x25’ space at his bakery location to open ‘Barry’s
Café and Pastries Delights’. This venture would be a forward linkage for his bakery products and
is expected to have an overall 10 % increase in profit within the 1 st year of opening with a
progressive increase in overturns and returns. Barry wants to create a new experience for loyal
off-the-counter customers and new customers who can sit and enjoy tea, coffee and pastry
Mr. Zubair Hosein of ZIH PM Co. Ltd, was selected to do the project within 2 months’ time with
The scheduled project was completed within time and with the established budget having
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INTRODUCTION
Barry’s Bakery Ltd. (BBL) located in Cunupia has been incorporated since October 2010 by its
founder Mr. Barry Hosein. The offerings of BBL include general bakery items and pastries.
BBL offers bread van delivery service to mainly the central Trinidad. The bakery sells
approximately daily 500 bags of hops, 15 cakes and about 500 different types of pastries.
Vision: “Barry’s Bakery products will bake the favorite bread and pastries finding its place
Mission: “Barry’ Bakery will effectively and economically utilize quality resources to create
As the Government and the relevant ministries have become flexible with the Covid 19
Pandemic regulations, the demand for inhouse dining and social meeting spaces increased. Mr.
Barry, realizing that he had some unused space at his Bakery shop, decided to create Barry’s
Café and Pastries Delight. This project would involve renovating the area space of 25’x25’;
refurbishing; designing; painting; joinery; electricals; plumbing; furnishing; and floor finishing.
Mr. Barry after tendering the project to contractors and deciding on the most economical bid,
decided to hire Mr. Zubair Hosein as the Project Manager to oversee the fluent process of the
project cycle to get a quality finish. He highlighted the Project Cycle for this project as involving
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DISCUSSION
Gray, Larson and Desai (2016) defines a Project management as the process of managing a
objectives. This involves applying information, skills, and procedures to project activities in
Project management, more specifically, is a collection of processes that may be used to aid in the
management of a project throughout the Project Life Cycle which is defined as the processes
required for project managers to successfully manage a project from inception to conclusion.
The project manager prepares a Project Charter which is a formal document that describes the
entire project and states the objectives, the stakeholders and their functions, the resources and its
authorization, the method of the project cycle, and essentially it provides a foundation upon
which the project can be established. This is usually prepared before the project plan. The Project
The project life cycle contains five phases: initiating (defining), planning, executing, managing
Management
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Diagram 1: Showing an overview of the Project Life Cycle
Each of these five stages of the PLC are necessary to be considered in doing a successful project and
contains further details as seen in Diagram 2.
Managing
Initiating/Defining Phase: The project's requirements are defined and specified, the project's
objectives are developed and agreed upon, teams are formed, and significant tasks are allocated,
Planning Phase: The level of effort increases, and plans are developed to determine what the
project will entail, when it will be scheduled, who it will benefit, what quality level should be
maintained, what the budget will be, what risks may exist, how the project will be
communicated, what resources will be assigned and managed, and so on (to name but a few
activities).
Executing Phase: The agreed-upon project plans are carried out during the execution phase.
This is where the majority of the project's physical and mental labor takes place. The tangible
item is created. Control methods such as time, cost, and specification are used to ensure that the
project is on track, within budget, and meets standards. What are the projections for each of these
monitoring and control of the processes with documentations and reporting over each milestone.
Closing Phase: Delivering the project's product (or service) to the client, redeploying project
resources, and completing a post-project review are all part of the closing process. Customer
training and document transfer may be part of the project's delivery. Redeployment usually
entails transferring project equipment/materials to other projects and assigning team members to
Initiating/Defining Phase
Project definition: Barry’s Bakery Ltd. defines the project as: Renovating of an unused space of
25’x25’ to create Barry’s Café and Pastries Delights (BCPD). This project would involve
renovating the area; refurbishing; designing; painting; joinery; electricals; plumbing; furnishing;
PROJECT CHARTER
Project Title:
Renovation to develop Barry’s Café and Pastries Delights.
Project Justification:
Infrastructural renovation of an unused space to create Barry’s Café and Pastries Delight.
This is a forward linkage of the business based on customer requests and is expected to
grow profit by 10% + upon completion within the first year with progressive overturns.
Project Goals
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1) To use 25’x25’ space, for an inhouse café and pastry outlet
2) To complete within budget of $75,000.00
3) To be complete in 2 months for full operation at the beginning of March 2022
Project authorization:
Mr Barry Hosein upon agreement to this Project Charter / Scope has given Mr. Zubair
Hosein full authorization as Project Manager to implement the Project plan within the
definition and limitations of the specifications. He is free to employ labour and use
material as agreed upon to achieve the expected outcome based on the agreement. The
line of communication is established between Mr. Zubair Hosein and Mr. Barry Hosein
(owner) and in his absent Mr. Thomas Lalchan (Supervisor).
Project Timeline:
The timeline from initiation to completion, without variations and unexpected
occurrences, is two months.
Project Budget:
Expected cost for PM with associated works, labour and materials – $75,000.00. Other
cost not within the Project- $25,000.00 for equipment and furniture, neon lights, aquarium
& accessories.
Preliminary Project Constraints: (further details in project scope)
1) Preliminary cost of 30% / 60% upon completion / 10% retention fees to be paid two weeks after
completion.
2) PM fully authorized to hire / dismiss / select workers & contractors / choose suppliers / create
timeline / without intrusion of client. Client is responsible organizing in appropriate time
according to the work schedule furniture / aquarium tank and accessories/ shop equipment.
Delayal of client’s part must not be discounted form the PM.
3) Usual time of work – 7:00 am to 6:00 pm.
4) No alcohol / drugs / firearms / smoking on premises.
Planning Phase:
The planning stage for Barry’s Café and Pastries Delights involves creating a project roadmap.
Plans are developed to determine what the project will entail, when it will be scheduled, who will
be employed for the tasks, what the expected quality level should be, budget allocation and
management, what risks may exist and mitigation strategies, how the project will be
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communicated, what resources will be assigned and managed, and so on (to name but a few
activities).
The Project scope is completed with further details from the Project Charter where required. The
PM at this stage, with effective communication with other stakeholders, will create a WBS for
BCPD. This gives a decomposition of the milestones and deliverables for the project completion.
The Project Scope and WBS for BCPD can be seen hereunder:
PROJECT SCOPE
Project Title:
Renovation to develop Barry’s Café and Pastries Delight ( BCPD):
Project Justification:
Infrastructural renovation of an unused space to create Barry’s Café and Pastries Delight.
This is a forward linkage of the business based on customer requests and is expected to
grow profit by 10% + upon completion within the first year with progressive overturns.
Project authorization:
Mr Barry Hosein upon agreement to this Project Charter / Scope has given Mr. Zubair
Hosein full authorization to implement the Project plan within the definition and
limitations of the specifications. He is free to employ labour and use material as agreed
upon to achieve the expected outcome based on the agreement. The line of
communication is established between Mr. Zubair Hosein and Mr. Barry Hosein (owner)
and in his absent Mr. Thomas Lalchan (Supervisor).
Project Objectives:
1) To renovate a 25’x25’ space, designing and constructing an inhouse café and pastry outlet
2) To fully complete the project with operations within two month’s time for a cost less than
$65,000.00
3) To furnish the café and pastry outlet with suitable furniture catering for at least 20 inhouse
customers
4) Project will start at the beginning of January and be completed at the end of February 2022.
Product Deliverables:
1) Removal of old ceiling and replacing with drop-down gypsum ceiling tiles
2) Cleaning and polishing of terrazzo floor
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3) Installing of extra lighting inclusive of downlighters
4) Installing of a face basin sink for public use and rack
5) Setting up of an aquarium fish tank.
6) Building of a service and product display counter
7) Installation of plumbing for service area and for the face basin sink
8) Furniture – 5 small tables with 20 chairs.
9) Electrical installation to cater for coffee machines and aquarium
10) Repainting walls
11) 3000 BTU Air Condition
12 Electrical for neon sign
Project Deliverables:
1) Work Breakdown Structure
2) Project Schedule
Milestones:
1) Clear space, removal of old ceiling and installation of new ceiling by Jan 10 th
2) Electrical installation to all relevant areas – coffee / tea machines, lights, AC, aquarium, etc, in by
Jan 20th
3) Plumbing fittings to be completed in service area and face basin sink by Jan 20 th
4) Completion of service counter with glass pastry display Feb 2 nd
5) Painting of all walls – by Feb 10th
6) Cleaning and polishing floor by Feb 15th
7) Purchase of furniture and setting up by Feb 25th
Technical Requirements
1) Electrical installation must meet electrical standards
2) In house dining approval as a safe zone
3) Food and safety approval certificate
4) Technical aid to set up coffee/tea machines
Limits / Exclusions/ Assumptions:
1) Design to be constructed according to customer’s (BBL) specifications.
2) BBL is responsible for the neon lights – scope only includes catering for the lights
3) Appliances and furniture are not included in the total cost.
4) The contractor reserves the rights to sub-contract work but is liable for its quality and schedule
5) Site work is limited to Mon to Saturday 7:00 am to 6:00 pm. Sunday not included.
6) Aquarium stand, electrical and plumbing are included in the project scope. Customer is
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responsible for the tank, fishes and accessories. Customer to provide tank before deadline time.
7) Cost of AC not included in overall cost.
8) Training of staff to use new appliance is not within this scope.
9) All legal requirements to be organized by customers.
Stakeholders contact point /teams:
Mr. Barry Hosein (Owner) and Mr. Thomas Lalchan (Supervisor)
between the parties concerned: For BBL, Mr. Barry Hosein (Owner) / Mr. Thomas Lalchan
(Supervisor) would be contacted. For the Project Manager, Mr. Zubair Hosein will be contacted.
Methods of communication was agreed upon as primarily face to face meetings, as well as, via
emails, phone calls and Facebook messages when convenient. This is key in the initial and
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planning stages to ensure that the objectives are identified, the timeline is met, the payment
process is fluent, the milestones are conveyed and acknowledged, risk identifications and
BILL OF QUANTITIES During this phase the BOQ will be established for purchases in the
industry in which materials, parts, and labor (and their costs) are itemized based on the scope of
the work, the WBS and the time schedule. This is important for a correct and more realistic
Project Budget.
PROJECT BUDGET: The Project Budget is a instrument used by PM to approximate the total
cost of a project. A project budget outline contains a detailed estimation of all costs that are
expected to be incurred before the project is finished. BBL has established a Project Budget for
the renovation of its facilities to develop Barry’s Café and Pastries Delight inclusive of the
furniture and equipment. In doing the Project Budget, Mr. Zubair Hosein used his own
experience with historical data as well as past projects. Where required he consulted experts in
the scope of works to be done who had knowledge and who can confirm accuracy. This has been
accomplished by the project team to accomplish the project objectives and create the required
deliverables. The breakdown continues to the extent where meaningful work packages are
defined. The breakdown structure can be considered as feasible details of the deliverables and
milestones.
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Reference Details of WBS Budgeted
Cost
A1) Clear space, removal of old ceiling and installation of new ceiling by Jan 10 th 15000
A1.1 Confirm contract and cost of work - HighQu Ceilings Services
A1.2 Confirm storage space for usables
A1.3 Establish H&S needs and requirements
A1.4 Confirm design and time frames for completion
A1.5 Disposal procedures
A1.6 Removal of old ceilings
A1.7 Purchase of new ceilings
A1.8 Installation of new ceilings
A1.9 Inspection of work for completion before payment
B2) Electrical installation to all relevant areas – coffee / tea machines, lights, AC, 12000
aquarium, etc, in by Jan 20 th
B2.1 Establish design and electrical plans with electrician based on present and
future needs
B2.2 Confirm cost of work and contract based on design and plans - Sparks
Electricals Supplies and Services
B2.3 Confirm need for any legal approvals and arrange to have it done
B2.4 Purchase electricals fittings and establish storage space.
B2.5 Establish H&S needs and requirements
B2.6 Risk mitigation for existing bakery needs
B2.7 Installation
B2.8 Testing and confirmation of electrical job completion before final payment
3) Plumbing fittings to be completed in service area and face basin sink by Jan 8000
20th
C3.1 Establish design and plumbing plans with plumber based on present and
future needs
C3.2 Confirm cost of plumbing based on design and plans and establish contract
and conditions - Waterman Plumbing Ltd
C3.3 Purchase of required plumbing fittings
C3.4 Establish H&S needs and requirements
C3.5 Risk mitigation for existing bakery needs
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C3.6 Installation
C3.7 Testing and confirmation of plumbing job completion before final payment
D4) Completion of service counter with glass pastry display Feb 2 nd 20000
D4.1 Establish contracts - design and woodwork/masonry plans with joiner and
mason based on present and future needs -
D4.2 Confirm cost of woodwork based on design and plans and establish
contract and conditions - Smooth Wood Finish Ltd. &
Ras Malai (Mason)
D4.3 Purchase of materials on BOQ
D4.4 Establish H&S needs and requirements
D4.5 Risk mitigation for existing bakery needs
D4.6 Construction and payment
D4.7 Evaluation and confirmation of woodwork job completion before final
payment
E5) Painting of all walls – by Feb 10th 5000
E5.1 Confirm contract agreements - painting areas, definition of woks to be
done, color, quality of paint and cost of work- Zakari Yusuf (Painter)
E5.2 Purchase of paint and accessories.
E5.3 Prep work – filing cracks, holes, proper cleaning
E5.4 Establish H&S needs and requirements
E5.5 Evaluation and confirmation of painting job completion before final
payment
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G7.1 Confirm agreement details with BBL on type of furniture, equipment and
Budget for new area
G7.2 Transportation options and arrangements
G7.3 Store set up
G7.4 Final cleaning and adjustments
Total (65,000+35,000) $100,000.00
PROJECT EXECUTION:
This stage includes the managing of the entire project. Managing effectively can be subdivided
into Monitoring and Control of the Project Scope and the WBS. Monitoring includes the
measuring of work done against the schedule, budget, specifications, and quality. Control
involves the reduction of deviations, alterations, creeps, and mitigations so as not to affect the
Since the project is a small project, Mr. Zubair Hosein has decided that there will be a small an
project team, inclusive of himself and 2 other assistants. He will be the leader and person
responsible to manage, monitor and control the entire project along with the aid his team. He
considers this to be more cost effective and has a greater and more direct input into the overall
outcome. Additionally, being the leader of the PM team he will coordinate the work by
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h) General works – Spanish workers (direct supervision)
Since the planning stage, the Project Scope and WBS was completed based on initial
consultation with the above contractors and workers, the time schedule was fixed with them
The focus of project execution was to ensure that the project plan is being followed without any
deviation, and if any, a quick solution or response must be implemented to have the least
Monitoring activities was carried out for each stage and activity/milestone and progress
Likewise, Mr. Zubair Hosein in this phase was mindful of Scope Creep whereby additional,
This absorbs resources and time and delays the entire project. The PM understands that through
regular monitoring of the schedule and the budget, enables him to react more effectively to the
changes if and when they occur, and to control them before it affects the rest of the project. The
controlling aspect may also require alterations to the budget forecast. Where required,
negotiation with the client, Mr. Barry Hosein will be necessary to adjust the project cost/ budget.
Within the project implementation process, Mr Barry wanted that the project also includes the
installation of the neon lights for the sign. It was agreed that it would lead to an additional cost of
$5000.00 for material and labour. The completion date for the project was not affected by this
addition.
PROJECT CLOSURE:
This stage is an important final point for the project and represents administrative requirements,
recommendations.
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The physical construction elements of the project were completed on February 25 th , a few days
earlier than the scheduled completion date of February 28th 2022. A schedule visit by Mr. Barry
and his supervisor was on February 26th to inspect the work completion against the
specifications.
Mr. Zubair prepared a final report which identified the delivery of the project milestones and
deliverables and the time they were completed. An agreement document was prepared for
Mr. Barry consented to the completion of work to his satisfaction, signed the agreement handing
over/closure documents, and made the final payments to Mr. Zubair Hosein on February 28 th,
2022. Barry’s Café and Pastries Delight started operations on March 1st 2022.
Mr. Zubair Hosein prepared a document highlighting lessons learned from the project which
would be used to promote the recurrence of desirable outcomes and to preclude the recurrence of
undesirable outcomes. A reflection report was also done to capture useful information to enhance
the responsibility of leadership and management of the project for future reference.
CONCLUSION
In all aspects of enterprise, leadership qualities are required, whether as a CEO, a manager, a supervisor,
or a team leader. It is therefore important as a good Project Manager that the PM be aware of the task,
the working and market environment, the competitive environment, the skills and experiences required
to carry out the tasks strategically, the negative factors which may adversely affect a project and
The effective PM leader ensures that resources are efficiently employed to the need of the tasks and
keeps to the established scheduled and timeline as best as possible keeping in mind that which is
realistic and achievable. Risks can be identified, and manageable mitigation strategies must be applied.
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When the due importance of the role of the PM is not realized and considered often there are loss and
failure and vice versa, when importance is give to proper practice of the PM the business can flourish.
The employment of Project Management in Business centers around the Project Cycle. Leadership in
Project Management ensures that the factors of the Project Cycle are fulfilled to achieve
customers/clients satisfaction.
Concerning BBL, the Project Cycle was efficiently implemented, and the project was an overall success.
RECOMMENDATIONS
The following are recommendations for effective program management.
timeline for each task that is realistic. This does not mean that the project manager must have all the
necessary skill set or knowledge in the area, however he must have sufficient and adequate knowledge
to be able to communicate effectively with stakeholders (client and contractors); do effective timeline;
do realistic costing; be able to advice clients on recommended practices or business needs; etc.
This also prevents him from being deceived by unscrupulous tradesmen and schemers.
others (clients, contractors, workers). These stakeholders break barriers of culture, language,
qualifications, and experience. The PM must be able to communicate in the manner of the stakeholders
so that clarity will be achieved and that there are no uncertain areas. Uncertainty leads to conflicts and
disputes, discouragement and disorientation, demotivation and discard of duty. The PM leader must
implement systems to communicate to all relevant stakeholders – via meetings, email, social media,
calls, reports, etc. and to give feedback where required. This skill also keeps a team functioning and
united.
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3) PM leader - Knowledgeable about finance:
Along with the financial jargons, the PM leader must be good financial manager or must have a finance
personnel within his team. The bottom-line counts – Was it a profitable venture or not? Establishing
contingencies for contracts, valid and legal contracts, down payments and full payment policies,
sufficient and sustainable cash flow, credit standing with suppliers, good relations, and commitment
from suppliers of material and labour, etc. are key for a fluent Project Management process. PM
matters but the ‘end relationship’. This happens when the PM leader inculcates core values such as
and positivity.
stakeholders and business to adapt to the positive variations. To be able to do this effectively, opens the
door which welcomes more PM related works and projects. The pleasure of the customer leads to
effective marketing through brand name and word of mouth; the flexibility with contractors and
workers leads to loyalty and commitment, the adaptability (re-active or pro-active) to changing
environments shows ingenuity and creativity and best use of resources. Whilst this may be necessary at
times, the PM leader must also be aware of ‘scope creeps’ and ‘escalating cost’. He/she must either stop
a) It was recommended to BBL that along with the indoor café area, an outdoor area can also be
implemented to cater for those who don’t want to be within the walls of the café due to the Covid 19
still lingering on. This can be simple establishing 4-5 stations with large umbrellas and table with 4 chairs
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each. This can cater for an additional 20 customers. The outside visual also serves as an attraction to
pedestrians.
b) Since BBL has now embarked on a new venture, the need for marketing is necessary to inform
customers of the Café. It is therefore recommended that a integrated marketing strategy be embarked
on – inclusive of digital and physical means. Since Zubair Hosein is also an IT Engineer and provides
Graphic Designing and Web Page support, BBL can negotiate to also venture into these two areas for a
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REFERENCES
SCHEDULE:
BUDGET
Removing Tiles
Painting
Tiling
Area Condition
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Cupboards
Tables
Chairs
Coffee Machine
Expresso Machine
Refrigerator
Overall Budget
SWOT ANALYSIS
Strength Weakness
Opportunities Treats
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