PM Case installation Project

OFFICER/EXEMPT POSITION DESCRIPTION

Location (City, State): Approval Date:

Position Objective: (Write a brief statement regarding the objective of the position. Please define your acronyms.)

Project Management Institute defines a Project Manager as:

The person with authority to manage a project. This includes leading the planning and the development of all project deliverables. The project manager is responsible for managing the budget and workplan and all Project Management Procedures (scope management, issues management, risk management, etc.).

At Guardian, there are five levels of Project/Program Management (Project Manager 1 through 3, Program Manager 1 through 2). This position description is to outline/define the principal accountabilities, skills/knowledge education/experience and other requirements for the Project Manager III position.

Major Opportunities and Decisions: (Describe the more difficult and/or complex challenges or opportunities and decisions faced in doing work, improving processes or meeting customer needs. Where must position focus to be successful?)

• Insufficient Project Planning & Estimating
• Incomplete Requirements (insufficient user involvement)
• Lack of Resources
• Unrealistic Expectations
• Lack of Executive Support

• Solution is tied to the business objectives
• Scope is clearly defined and managed
• A proven methodology is used
• Executive sponsorship is strong & visible
• Project team skills are appropriate and experienced
• Communication is widespread & effective

 Time Management  Scope Management  Communication Management

• Clearly defining scope/assumptions - then managing changes are they occur
• Formalizing estimates based on determined scope/assumptions
• Formalizing detail workplan(s) within Primavera that provides sufficient level of detail including resource loading
• Establish/manage contracts required
• Identifying, managing and adequately mitigating project related issues/risks
• Managing overall project budgets while providing adequate financial progress results
• Establishing and implementing an effective communication program for both internal and external project parties

Principal Accountabilities: (List 6-8 major areas of responsibilities in order of importance, and purpose of these activities. In addition, identify percent of time normally spent and whether the activity is an essential or minor function.)

Based on the focus areas highlighted above, the following matrix expands upon these activities. Please note that the % of time varies to where the Project is within its relative Project Life Cycle.

General Project Management

• Integrates activities with other Guardian departments (as appropriate, e.g, IT, Profit Center) to ensure successful implementation & support of project efforts
• Lead and manage project team(s) throughout the project lifecycle

• Works closely with project sponsors (business & IT) to ensure requirements are complete, accurate and measurable

• Establish & maintain detail project work plan(s) within Primavera needed for scheduling, tracking and monitoring project progress/results
• Ensure that project resources (business, IT & vendor) time estimates are adequately loaded into Primavera workplan and that the results agree to project baseline cost estimates – thereafter, forecasts are managed based on actuals (timesheet entry) and updates to the Primavera workplan

• Throughout project, ensure that project budget/actuals are accounted for accurately, completely and timely
• Review developed business case and perform periodic review (with assistance as needed) to ensure that business case objectives/goals are managed/obtained
• Communicate / report financial performance throughout project lifecycle

• Provides oversight/management of program defect tracking and associated resolution
• Participates in Corporate PMO quality / assurance reviews as necessary, with specific timeframes correlated to project major milestone delivery dates, including end of planning/initiation
• Obtain project approvals of key milestone deliverables in accordance to Guardian PMO standards (e.g., Design/Building Permits, UAT Acceptance and Go Live)

• Monitors & communicates resource utilization (including negotiating resource contention)
• Provides mentoring & coaching of project team members

• Escalates and resolves issues via proper communication channels

Procurement Management • Manages vendor(s)/contractor(s)/consultant(s) relationships and rules of engagement

Skills and Knowledge: (Identify core competencies, key specialties, technical, human relations or managerial skills, and knowledge areas necessary to accomplish responsibilities and desired end results.)

In general, all Guardian employees must demonstrate the following Guardian Core Competencies (Business Impact):

 Anticipates problems & develops alternative solutions

• More than general understanding of the business area within scope of the project so that there is a thorough working knowledge of the profit center(s) functions and associated processes – is not required to be a specialist in the business area.
• Solid working knowledge of the IT functions / services in order to provide foundation for necessary communications required to execute & manage project activities
• Thoroughly understands project management terminology, concepts, processes & tools
• Has necessary training & thorough understanding of basic project management practices/methodologies
• Sufficient knowledge/understanding of basic managerial accounting/controls

Specifically, a Project Manager III must have developed sufficient level of managerial skills needed to manage more than nine team members as well as capable of effectively managing upward to middle management.

Education and Experience: (Identify types and length of education and experience needed to acquire the necessary skills and knowledge to accomplish the desired end results.)

This position requires a Bachelor’s degree or equivalent experience. Additionally, a Project Manager III must have successfully completed the following Guardian available Project Management classes sponsored by the Corporate Project Management Office (or equivalent):

• PM Foundations
• Primavera Basics
• ESI PPAC Training
• ESI CFPM Training
• ESI PLMC Training
• ESI Quality Management Training

Certification: PMP Certification

Have delivered agreed outputs by performing the following tasks, while leading a team of at least ten Guardian and/or vendor full time equivalents:

• Defined content, organization and flow of project or sub-project deliverables with moderate supervision
• Assigned project responsibilities to members of a project team and provided assistance required to ensure successful completion of individual project tasks
• Motivated staff to achieve project objectives, promoted teamwork
• Defined, managed and met stakeholder expectations
• Developed workplan for small project or component of larger project with limited supervision
• Monitored task progress and took actions to resolve any issues
• Tracked stakeholder expectations and refined workplan to satisfy requirements with moderate supervision
• Participated in quality / risk assessments
• Evaluated Guardian staff
• Identified & monitored project risks when necessary
• Maintained required project records

• Independently developed project or sub-project work plans using established estimating techniques, including staffing requirements (defining level of effort required and identifying appropriate staff) and time and expense budgets for projects
• Set scope parameters using terms of engagement (SOW/Charter)
• Coordinate resource/skills needed to develop solution required
• Controlled hours and/or costs charged to ensure project tasks are completed on time and within budget
• Successfully negotiated project terms to ensure project success
• Assimilated new staff to Guardian culture, objectives and standards to ensure productivity and retention
• Evaluating staff by submitting performance evaluations on Guardian staff or providing feedback to vendor client staff
• Facilitated staff development and motivation by performing coaching role
• Presented project deliverables to business and IT Sponsors (middle management)

Occasional 0-33% of time; Frequent – 34-66% of time; Constant – 67-100% of time)

• Position may require some travel to vendor sites as well as between Guardian offices to meet with project teams and/or business customers. (Occasional 0-33%)