Planning and Acquiring Resources

1
Planning and Acquiring Resources

• byBob Larson

2
Learning Objectives

• Planning the Project Team
• Acquiring Materials, Supplies Equipment
• Contracting for Resources

3
Planning the Project Team

• Skills Assessment
• What skills are needed for each task?
• Deciding Whos Needed
• Make a list of all potential team members
• Do certain combinations increase flexibility
• Negotiating for Team Members
• Meet with functional managers may not be
  thrilled
• Be ready to emphasize special qualifications
  (certs, etc)
• Staff Assignments
• Develop training plans
• Create the Project Team directory

4
Pulling the Project Team Together

• The most important job for the Project Manager
• Where can you draw resources?
• Are their work rule or HR restrictions?
• What are the procedures and limitations?
• What skills are needed for each task?

5
Team Member Qualities

• Experience
• Knowledge
• Ability to learn new things
• Personality will they fit
• Ability to work well with others (team player)

6
Acquiring Materials, Supplies Equipment

• Questions to Ask
• Use the WBS
• What resources are required for each task?
• Make or Buy (or borrow)
• What is most cost effective approach?
• Are there other deciding factors?
• Procurement Plan
• Describes resources and services to be purchased
• Must comply with organizational rules and
  procedures
• Resource Plan
• Describes all resources required by the project

7
Contracting for Resources

• Request for Proposal and More
• RFP is used to solicit input from vendors for
  goods, services and outsourcing
• Contract Life Cycle requirement, requisition,
  solicitation and award
• Soliciting Bids
• Comply with organizational procedures and
  approved vendors list
• Are there exceptions - document
• Choosing a Supplier (Award Cycle)
• Weighted systems
• Screening systems
• Awarding the Contract
• Get the contract signed

8
fin