\documentclass[10pt,a4paper]{article} % Packages \usepackage{fancyhdr} % For header and footer \usepackage{multicol} % Allows multicols in tables \usepackage{tabularx} % Intelligent column widths \usepackage{tabulary} % Used in header and footer \usepackage{hhline} % Border under tables \usepackage{graphicx} % For images \usepackage{xcolor} % For hex colours %\usepackage[utf8x]{inputenc} % For unicode character support \usepackage[T1]{fontenc} % Without this we get weird character replacements \usepackage{colortbl} % For coloured tables \usepackage{setspace} % For line height \usepackage{lastpage} % Needed for total page number \usepackage{seqsplit} % Splits long words. %\usepackage{opensans} % Can't make this work so far. Shame. Would be lovely. \usepackage[normalem]{ulem} % For underlining links % Most of the following are not required for the majority % of cheat sheets but are needed for some symbol support. \usepackage{amsmath} % Symbols \usepackage{MnSymbol} % Symbols \usepackage{wasysym} % Symbols %\usepackage[english,german,french,spanish,italian]{babel} % Languages % Document Info \author{Natalie Moore (NatalieMoore)} \pdfinfo{ /Title (project-monitoring-and-control.pdf) /Creator (Cheatography) /Author (Natalie Moore (NatalieMoore)) /Subject (Project Monitoring and Control Cheat Sheet) } % Lengths and widths \addtolength{\textwidth}{6cm} \addtolength{\textheight}{-1cm} \addtolength{\hoffset}{-3cm} \addtolength{\voffset}{-2cm} \setlength{\tabcolsep}{0.2cm} % Space between columns \setlength{\headsep}{-12pt} % Reduce space between header and content \setlength{\headheight}{85pt} % If less, LaTeX automatically increases it \renewcommand{\footrulewidth}{0pt} % Remove footer line \renewcommand{\headrulewidth}{0pt} % Remove header line \renewcommand{\seqinsert}{\ifmmode\allowbreak\else\-\fi} % Hyphens in seqsplit % This two commands together give roughly % the right line height in the tables \renewcommand{\arraystretch}{1.3} \onehalfspacing % Commands \newcommand{\SetRowColor}[1]{\noalign{\gdef\RowColorName{#1}}\rowcolor{\RowColorName}} % Shortcut for row colour \newcommand{\mymulticolumn}[3]{\multicolumn{#1}{>{\columncolor{\RowColorName}}#2}{#3}} % For coloured multi-cols \newcolumntype{x}[1]{>{\raggedright}p{#1}} % New column types for ragged-right paragraph columns \newcommand{\tn}{\tabularnewline} % Required as custom column type in use % Font and Colours \definecolor{HeadBackground}{HTML}{333333} \definecolor{FootBackground}{HTML}{666666} \definecolor{TextColor}{HTML}{333333} \definecolor{DarkBackground}{HTML}{A3258E} \definecolor{LightBackground}{HTML}{F9F1F7} \renewcommand{\familydefault}{\sfdefault} \color{TextColor} % Header and Footer \pagestyle{fancy} \fancyhead{} % Set header to blank \fancyfoot{} % Set footer to blank \fancyhead[L]{ \noindent \begin{multicols}{3} \begin{tabulary}{5.8cm}{C} \SetRowColor{DarkBackground} \vspace{-7pt} {\parbox{\dimexpr\textwidth-2\fboxsep\relax}{\noindent \hspace*{-6pt}\includegraphics[width=5.8cm]{/web/www.cheatography.com/public/images/cheatography_logo.pdf}} } \end{tabulary} \columnbreak \begin{tabulary}{11cm}{L} \vspace{-2pt}\large{\bf{\textcolor{DarkBackground}{\textrm{Project Monitoring and Control Cheat Sheet}}}} \\ \normalsize{by \textcolor{DarkBackground}{Natalie Moore (NatalieMoore)} via \textcolor{DarkBackground}{\uline{cheatography.com/19119/cs/2243/}}} \end{tabulary} \end{multicols}} \fancyfoot[L]{ \footnotesize \noindent \begin{multicols}{3} \begin{tabulary}{5.8cm}{LL} \SetRowColor{FootBackground} \mymulticolumn{2}{p{5.377cm}}{\bf\textcolor{white}{Cheatographer}} \\ \vspace{-2pt}Natalie Moore (NatalieMoore) \\ \uline{cheatography.com/nataliemoore} \\ \uline{\seqsplit{www}.jchmedia.com/} \end{tabulary} \vfill \columnbreak \begin{tabulary}{5.8cm}{L} \SetRowColor{FootBackground} \mymulticolumn{1}{p{5.377cm}}{\bf\textcolor{white}{Cheat Sheet}} \\ \vspace{-2pt}Published 5th November, 2015.\\ Updated 11th May, 2016.\\ Page {\thepage} of \pageref{LastPage}. \end{tabulary} \vfill \columnbreak \begin{tabulary}{5.8cm}{L} \SetRowColor{FootBackground} \mymulticolumn{1}{p{5.377cm}}{\bf\textcolor{white}{Sponsor}} \\ \SetRowColor{white} \vspace{-5pt} %\includegraphics[width=48px,height=48px]{dave.jpeg} Measure your website readability!\\ www.readability-score.com \end{tabulary} \end{multicols}} \begin{document} \raggedright \raggedcolumns % Set font size to small. Switch to any value % from this page to resize cheat sheet text: % www.emerson.emory.edu/services/latex/latex_169.html \footnotesize % Small font. \begin{multicols*}{3} \begin{tabularx}{5.377cm}{p{0.4977 cm} x{4.4793 cm} } \SetRowColor{DarkBackground} \mymulticolumn{2}{x{5.377cm}}{\bf\textcolor{white}{The project control life cycle (PCLC) steps}} \tn % Row 0 \SetRowColor{LightBackground} 1. & Produce project plan \tn % Row Count 1 (+ 1) % Row 1 \SetRowColor{white} 2. & Monitor progress against plan \tn % Row Count 2 (+ 1) % Row 2 \SetRowColor{LightBackground} 3. & Compare actual progress with planned progress \tn % Row Count 4 (+ 2) % Row 3 \SetRowColor{white} 4. & Identify variations from the plan \tn % Row Count 5 (+ 1) % Row 4 \SetRowColor{LightBackground} 5. & Apply corrective action as / if necessary \tn % Row Count 7 (+ 2) \hhline{>{\arrayrulecolor{DarkBackground}}--} \SetRowColor{LightBackground} \mymulticolumn{2}{x{5.377cm}}{Steps 2 - 5 should be repeated to continue the control cycle} \tn \hhline{>{\arrayrulecolor{DarkBackground}}--} \end{tabularx} \par\addvspace{1.3em} \begin{tabularx}{5.377cm}{x{2.09034 cm} x{2.88666 cm} } \SetRowColor{DarkBackground} \mymulticolumn{2}{x{5.377cm}}{\bf\textcolor{white}{Taking corrective action}} \tn % Row 0 \SetRowColor{LightBackground} \mymulticolumn{2}{x{5.377cm}}{PMs role is day to day to apply minor corrections as required} \tn % Row Count 2 (+ 2) % Row 1 \SetRowColor{white} \mymulticolumn{2}{x{5.377cm}}{Major corrections need to be referred to superiors} \tn % Row Count 3 (+ 1) % Row 2 \SetRowColor{LightBackground} \mymulticolumn{2}{x{5.377cm}}{Tolerance – PMs authority to make changes or apply corrective action} \tn % Row Count 5 (+ 2) % Row 3 \SetRowColor{white} \mymulticolumn{2}{x{5.377cm}}{Exception report – outlines problem and options for solution, given to the project board. Includes:} \tn % Row Count 8 (+ 3) % Row 4 \SetRowColor{LightBackground} - & Background \tn % Row Count 9 (+ 1) % Row 5 \SetRowColor{white} - & Reasons why the exception arose \tn % Row Count 11 (+ 2) % Row 6 \SetRowColor{LightBackground} - & Options \tn % Row Count 12 (+ 1) % Row 7 \SetRowColor{white} - & Risks \tn % Row Count 13 (+ 1) % Row 8 \SetRowColor{LightBackground} - & Exception plans showing how the project needs to be amended to implement suggestions \tn % Row Count 17 (+ 4) % Row 9 \SetRowColor{white} - & Amended business case \tn % Row Count 18 (+ 1) % Row 10 \SetRowColor{LightBackground} - & Recommendations \tn % Row Count 19 (+ 1) % Row 11 \SetRowColor{white} \mymulticolumn{2}{x{5.377cm}}{Contingency pool – set of resources controlled by PM and can be allocated by PM as needed} \tn % Row Count 21 (+ 2) % Row 12 \SetRowColor{LightBackground} \mymulticolumn{2}{x{5.377cm}}{{\bf{Recommendations may include:}}} \tn % Row Count 22 (+ 1) % Row 13 \SetRowColor{white} Work harder, longer or faster & Solve a short term problem or meet a deadline. Tired, stressed and demotivated staff. Increased costs if overtime paid \tn % Row Count 28 (+ 6) % Row 14 \SetRowColor{LightBackground} Increase resources & Adding more people in IT does not often increase productivity, often it decreases. Training takes time and uses current resources. Expensive. \tn % Row Count 35 (+ 7) \end{tabularx} \par\addvspace{1.3em} \vfill \columnbreak \begin{tabularx}{5.377cm}{x{2.09034 cm} x{2.88666 cm} } \SetRowColor{DarkBackground} \mymulticolumn{2}{x{5.377cm}}{\bf\textcolor{white}{Taking corrective action (cont)}} \tn % Row 15 \SetRowColor{LightBackground} Replan & Reallocate the time on tasks which took shorter than expected. Internal movement of staff at no extra cost. \tn % Row Count 5 (+ 5) % Row 16 \SetRowColor{white} Extend the time scale & Sensible option. Common choice, requires negotiation. Extending deadline often seen as weak management or the project being out of control. More expensive \tn % Row Count 12 (+ 7) % Row 17 \SetRowColor{LightBackground} Reduce scope & Deliverables removed or delayed until later. Does not reduce costs, but value to the user may be reduced \tn % Row Count 17 (+ 5) % Row 18 \SetRowColor{white} Terminate the project & If no other option is ok, this maybe the only sensible thing to do. Maybe politically unacceptable \tn % Row Count 22 (+ 5) \hhline{>{\arrayrulecolor{DarkBackground}}--} \end{tabularx} \par\addvspace{1.3em} \begin{tabularx}{5.377cm}{X} \SetRowColor{DarkBackground} \mymulticolumn{1}{x{5.377cm}}{\bf\textcolor{white}{Gantt Chart Example}} \tn \SetRowColor{LightBackground} \mymulticolumn{1}{p{5.377cm}}{\vspace{1px}\centerline{\includegraphics[width=5.1cm]{/web/www.cheatography.com/public/uploads/nataliemoore_1446731930_Gantt Chart Example.jpg}}} \tn \hhline{>{\arrayrulecolor{DarkBackground}}-} \end{tabularx} \par\addvspace{1.3em} \begin{tabularx}{5.377cm}{x{1.84149 cm} x{3.13551 cm} } \SetRowColor{DarkBackground} \mymulticolumn{2}{x{5.377cm}}{\bf\textcolor{white}{Monitoring progress}} \tn % Row 0 \SetRowColor{LightBackground} What should we monitor? & Progress toward deliverables, products and milestones. Progress in the WBS. \% complete. Resource usage. Expenditure. Scope and size of deliverables. Watch out for scope creep. Monitor quality. \tn % Row Count 8 (+ 8) % Row 1 \SetRowColor{white} \mymulticolumn{2}{x{5.377cm}}{{\bf{How should we monitor?}}} \tn % Row Count 9 (+ 1) % Row 2 \SetRowColor{LightBackground} Formal & Lay frequency, content and format out at the beginning of the project. \tn % Row Count 12 (+ 3) % Row 3 \SetRowColor{white} - & Advantage: get commitment from people in writing and establish routines \tn % Row Count 15 (+ 3) % Row 4 \SetRowColor{LightBackground} - & Disadvantage: reports maybe seen as an unproductive overhead. Staff need to be convinced of the value \tn % Row Count 20 (+ 5) % Row 5 \SetRowColor{white} - & Types: Written progress reports, email, progress meetings \tn % Row Count 23 (+ 3) % Row 6 \SetRowColor{LightBackground} Informal & Manager have an awareness of what team enduring \tn % Row Count 25 (+ 2) % Row 7 \SetRowColor{white} - & Advantage: more honest and faster communication of problems \tn % Row Count 28 (+ 3) % Row 8 \SetRowColor{LightBackground} - & Disadvantage: need to avoid micro managing \tn % Row Count 30 (+ 2) \end{tabularx} \par\addvspace{1.3em} \vfill \columnbreak \begin{tabularx}{5.377cm}{x{1.84149 cm} x{3.13551 cm} } \SetRowColor{DarkBackground} \mymulticolumn{2}{x{5.377cm}}{\bf\textcolor{white}{Monitoring progress (cont)}} \tn % Row 9 \SetRowColor{LightBackground} - & How: Chats with the team individually \tn % Row Count 2 (+ 2) \hhline{>{\arrayrulecolor{DarkBackground}}--} \end{tabularx} \par\addvspace{1.3em} \begin{tabularx}{5.377cm}{p{0.4977 cm} x{4.4793 cm} } \SetRowColor{DarkBackground} \mymulticolumn{2}{x{5.377cm}}{\bf\textcolor{white}{Purpose of Team meetings}} \tn % Row 0 \SetRowColor{LightBackground} \mymulticolumn{2}{x{5.377cm}}{AKA Checkpoint meetings} \tn % Row Count 1 (+ 1) % Row 1 \SetRowColor{white} \mymulticolumn{2}{x{5.377cm}}{Weekly / agile might be daily} \tn % Row Count 2 (+ 1) % Row 2 \SetRowColor{LightBackground} \mymulticolumn{2}{x{5.377cm}}{Report from team leader to PM will be prepared. AKA Checkpoint report} \tn % Row Count 4 (+ 2) % Row 3 \SetRowColor{white} \mymulticolumn{2}{x{5.377cm}}{Agenda typically} \tn % Row Count 5 (+ 1) % Row 4 \SetRowColor{LightBackground} - & Each team members progress against their plans \tn % Row Count 7 (+ 2) % Row 5 \SetRowColor{white} - & Reasons for variances \tn % Row Count 8 (+ 1) % Row 6 \SetRowColor{LightBackground} - & Expected progress – what each team member will do next \tn % Row Count 10 (+ 2) % Row 7 \SetRowColor{white} - & Current problems or issues \tn % Row Count 11 (+ 1) % Row 8 \SetRowColor{LightBackground} - & Possible future problems – may include risks from the risk register \tn % Row Count 13 (+ 2) % Row 9 \SetRowColor{white} \mymulticolumn{2}{x{5.377cm}}{Issues log: record issues in an issues log, which will be updated as they are resolved} \tn % Row Count 15 (+ 2) % Row 10 \SetRowColor{LightBackground} \mymulticolumn{2}{x{5.377cm}}{Backlog list: In an agile project a backlog list of tasks completed and to be done would be updated} \tn % Row Count 17 (+ 2) \hhline{>{\arrayrulecolor{DarkBackground}}--} \end{tabularx} \par\addvspace{1.3em} \begin{tabularx}{5.377cm}{p{0.64701 cm} x{4.32999 cm} } \SetRowColor{DarkBackground} \mymulticolumn{2}{x{5.377cm}}{\bf\textcolor{white}{Programme board / steering committee meetings}} \tn % Row 0 \SetRowColor{LightBackground} \mymulticolumn{2}{x{5.377cm}}{Projects are sometimes grouped into programmes, where a number of projects contribute to a set of overarching objectives} \tn % Row Count 3 (+ 3) % Row 1 \SetRowColor{white} Freq & Less frequent \tn % Row Count 4 (+ 1) % Row 2 \SetRowColor{LightBackground} \seqsplit{Agenda} & Less detailed. More of a business focus than a project focus \tn % Row Count 6 (+ 2) \hhline{>{\arrayrulecolor{DarkBackground}}--} \end{tabularx} \par\addvspace{1.3em} \begin{tabularx}{5.377cm}{X} \SetRowColor{DarkBackground} \mymulticolumn{1}{x{5.377cm}}{\bf\textcolor{white}{Cumulative value chart with earned value}} \tn \SetRowColor{LightBackground} \mymulticolumn{1}{p{5.377cm}}{\vspace{1px}\centerline{\includegraphics[width=5.1cm]{/web/www.cheatography.com/public/uploads/nataliemoore_1446731899_Cumulative value chart with earned value.png}}} \tn \hhline{>{\arrayrulecolor{DarkBackground}}-} \end{tabularx} \par\addvspace{1.3em} \begin{tabularx}{5.377cm}{p{0.4977 cm} x{4.4793 cm} } \SetRowColor{DarkBackground} \mymulticolumn{2}{x{5.377cm}}{\bf\textcolor{white}{Applying control}} \tn % Row 0 \SetRowColor{LightBackground} \mymulticolumn{2}{x{5.377cm}}{No point in monitoring without control} \tn % Row Count 1 (+ 1) % Row 1 \SetRowColor{white} \mymulticolumn{2}{x{5.377cm}}{Do through the reporting cycle} \tn % Row Count 2 (+ 1) % Row 2 \SetRowColor{LightBackground} - & Problems reported in progress \tn % Row Count 3 (+ 1) % Row 3 \SetRowColor{white} - & Apply controls to bring it back on course (Move resources from non-critical to critical) \tn % Row Count 6 (+ 3) % Row 4 \SetRowColor{LightBackground} - & Review allocation of resources \tn % Row Count 7 (+ 1) % Row 5 \SetRowColor{white} - & Reduce scope \tn % Row Count 8 (+ 1) % Row 6 \SetRowColor{LightBackground} \mymulticolumn{2}{x{5.377cm}}{{\bf{Important to understand}}} \tn % Row Count 9 (+ 1) % Row 7 \SetRowColor{white} \mymulticolumn{2}{x{5.377cm}}{The people responsible for the project have the right to change the project objectives, not the project manager} \tn % Row Count 12 (+ 3) \hhline{>{\arrayrulecolor{DarkBackground}}--} \end{tabularx} \par\addvspace{1.3em} \begin{tabularx}{5.377cm}{X} \SetRowColor{DarkBackground} \mymulticolumn{1}{x{5.377cm}}{\bf\textcolor{white}{Reporting structure}} \tn \SetRowColor{LightBackground} \mymulticolumn{1}{p{5.377cm}}{\vspace{1px}\centerline{\includegraphics[width=5.1cm]{/web/www.cheatography.com/public/uploads/nataliemoore_1446730269_Reporting structure.png}}} \tn \hhline{>{\arrayrulecolor{DarkBackground}}-} \SetRowColor{LightBackground} \mymulticolumn{1}{x{5.377cm}}{Reports should be concise and relevant. Sent only to those who need them.} \tn \hhline{>{\arrayrulecolor{DarkBackground}}-} \end{tabularx} \par\addvspace{1.3em} \begin{tabularx}{5.377cm}{p{0.4977 cm} p{0.4977 cm} } \SetRowColor{DarkBackground} \mymulticolumn{2}{x{5.377cm}}{\bf\textcolor{white}{Highlight report}} \tn % Row 0 \SetRowColor{LightBackground} \mymulticolumn{2}{x{5.377cm}}{The report to the steering committee} \tn % Row Count 1 (+ 1) % Row 1 \SetRowColor{white} \mymulticolumn{2}{x{5.377cm}}{Intervals and topics in report need to conform to requirements of the recipients and the importance of what is being conveyed.} \tn % Row Count 4 (+ 3) % Row 2 \SetRowColor{LightBackground} \mymulticolumn{2}{x{5.377cm}}{Obtain formal agreement on reporting procedures from all parties involved} \tn % Row Count 6 (+ 2) \hhline{>{\arrayrulecolor{DarkBackground}}--} \end{tabularx} \par\addvspace{1.3em} \begin{tabularx}{5.377cm}{x{0.89586 cm} x{4.08114 cm} } \SetRowColor{DarkBackground} \mymulticolumn{2}{x{5.377cm}}{\bf\textcolor{white}{Purpose of Project board meetings}} \tn % Row 0 \SetRowColor{LightBackground} \seqsplit{Attendees} & PM and project board members, perhaps a secretary \tn % Row Count 2 (+ 2) % Row 1 \SetRowColor{white} Freq & \textasciitilde{}monthly. Larger projects probably has less frequency of catch ups \tn % Row Count 5 (+ 3) % Row 2 \SetRowColor{LightBackground} Agenda & Similar as for team meeting \tn % Row Count 6 (+ 1) % Row 3 \SetRowColor{white} Report & Highlight report, supplied by PM \tn % Row Count 7 (+ 1) % Row 4 \SetRowColor{LightBackground} \mymulticolumn{2}{x{5.377cm}}{Highlight report - typically includes the following information} \tn % Row Count 9 (+ 2) % Row 5 \SetRowColor{white} - & Details of progress against project plan \tn % Row Count 11 (+ 2) % Row 6 \SetRowColor{LightBackground} - & Current milestones achieved \tn % Row Count 12 (+ 1) % Row 7 \SetRowColor{white} - & Deliverables completed \tn % Row Count 13 (+ 1) % Row 8 \SetRowColor{LightBackground} - & Resource usage \tn % Row Count 14 (+ 1) % Row 9 \SetRowColor{white} - & Reasons for any deviations from the plan \tn % Row Count 16 (+ 2) % Row 10 \SetRowColor{LightBackground} - & New issues and unresolved issues \tn % Row Count 17 (+ 1) % Row 11 \SetRowColor{white} - & Changes to risks assessments \tn % Row Count 18 (+ 1) % Row 12 \SetRowColor{LightBackground} - & Plans for the next period and products to be delivered \tn % Row Count 20 (+ 2) % Row 13 \SetRowColor{white} - & Graphical representations of progress information \tn % Row Count 22 (+ 2) \hhline{>{\arrayrulecolor{DarkBackground}}--} \end{tabularx} \par\addvspace{1.3em} \begin{tabularx}{5.377cm}{p{0.4977 cm} x{4.4793 cm} } \SetRowColor{DarkBackground} \mymulticolumn{2}{x{5.377cm}}{\bf\textcolor{white}{Graphical representation of progress information}} \tn % Row 0 \SetRowColor{LightBackground} \mymulticolumn{2}{x{5.377cm}}{{\bf{Gantt chart}}} \tn % Row Count 1 (+ 1) % Row 1 \SetRowColor{white} \mymulticolumn{2}{x{5.377cm}}{You will need to compare the current situation with the original plan, so the details on the Gantt chart need to be baselined} \tn % Row Count 4 (+ 3) % Row 2 \SetRowColor{LightBackground} - & Take a snapshot of the schedule at key points \tn % Row Count 6 (+ 2) % Row 3 \SetRowColor{white} - & Maybe several but an important one will be the final agreed schedule at the beginning of the project \tn % Row Count 9 (+ 3) % Row 4 \SetRowColor{LightBackground} \mymulticolumn{2}{x{5.377cm}}{{\bf{Cumulative resource chart }}} \tn % Row Count 10 (+ 1) % Row 5 \SetRowColor{white} - & Present usage details \tn % Row Count 11 (+ 1) % Row 6 \SetRowColor{LightBackground} - & Aka S curve chart \tn % Row Count 12 (+ 1) % Row 7 \SetRowColor{white} - & Data points: Expected expenditure \& Actual expenditure \tn % Row Count 14 (+ 2) % Row 8 \SetRowColor{LightBackground} \mymulticolumn{2}{x{5.377cm}}{{\bf{Earned value analysis (EVA)}}} \tn % Row Count 15 (+ 1) % Row 9 \SetRowColor{white} - & See if we are ahead or behind time, and above or below budget \tn % Row Count 17 (+ 2) % Row 10 \SetRowColor{LightBackground} - & EVA shows budget originally allocated to completed items \tn % Row Count 19 (+ 2) % Row 11 \SetRowColor{white} - & When completed we can say value is earned \tn % Row Count 21 (+ 2) \hhline{>{\arrayrulecolor{DarkBackground}}--} \end{tabularx} \par\addvspace{1.3em} % That's all folks \end{multicols*} \end{document}