Navegation

Digital EUPM2 Guide

• 1 Introduction
• 2 EU-funding Programs and Projects
• 3 Overview
• 4 Governance and Project Organisation
• 5 Initiating Phase – Activities and Artefacts
• 6 Planning Phase – Activities and Artefacts
• 7 Executing Phase – Activities and Artefacts
• 8 Closing Phase – Activities and Artefacts
• Post-closing obligations
• 9 Monitoring and Control – Activities and Artefacts
• Appendixes

9 Monitoring and Control – Activities and Artefacts

Monitoring and Control activities run throughout the duration of the project, but peak during the Executing Phase. All project management processes are executed as part of the Monitor and Control process group.

The Monitor and Control activities are carried out based on the processes described in the Project Management Plans developed during the Planning Phase. The effective execution of these processes is ultimately the responsibility of the EU Project Manager (EUPM). The Project Management Plans provide the necessary information and tools to execute all management processes. Monitoring and Control refer to:

Manage

• Execute all management processes defined in the Project Management Plans and manage the outsourcing and deliverables acceptance activities as per the relevant Project Specific Plans.

Monitor

• Monitor project activities and overall project performance.
• Track the project performance against the baseline to facilitate reporting and controlling.

Control

• Devise, plan, propose and implement corrective actions to address existing or potential performance risks or issues, while updating the relevant project plans and logs.

Key artefacts

Monitoring and Control artefacts comprise the Project Work Plan as well as a range of Project Logs and Checklists.

The Project Logs are regularly updated as new information becomes available (e.g. new issues can arise and new information can be added to the Issue Log). There are several Logs that can be used to help the Project Manager (PM) control the project better. PM² for EU Funds provides the following Logs:

• Risk Log.
• Issue Log.
• Decision Log.
• Change Log.

The project Checklists are used at specific points in time to facilitate revision and ensure that formal approval is granted. There are several Checklists that can be used to help the Project Manager (PM) control the project better. PM2 provides the following Checklists:

• Phase-exit Review Checklist.
• Quality Review Checklist.
• Deliverables Acceptance Checklist.
• Stakeholders Checklist.

Fig. 9.1.- EUPM2 Guide Monitoring and Control key activities and artefacts

Post-closing obligations

9.1 Monitor Project Performance