| 1 | 1a. Carry out project management of engineering activities | 1.1 | Work safely at all times, complying with health and safety legislation, regulations and other relevant guidelines |
| 1.2 | Ensure that project plans include any relevant regulations, standards and guidelines, including all of the following: • health and safety requirements • BS and ISO standards and procedures • company policy and procedures |
| 1.3 | Determine the scope of the project, and the processes required to achieve it |
| 1.4 | Develop a full project plan which accurately identifies the project aims and objectives |
| 1.5 | Develop project plans which clearly identify all of the following: • the aims and objectives of the engineering project being undertaken • milestones and deliverables to be met • individual tasks within the project • any special requirements that must be met (such as details of health and safety issues) • outcomes in terms of quality, cost and delivery (when needed) • resources required • start time required for the project • completion date of the project • the full cost of the project • how the project will be monitored, proved and evaluated |
| 1.6 | Develop project objectives, work plans and schedules that are realistic and achievable, and that will meet the overall project aims |
| 1.7 | Form the project team, comprising the correct mix of subject and technical experts to deliver the project objectives |
| 1.8 | Determine and agree individual roles and responsibilities within the project team |
| 1.9 | Develop and manage a monitoring process to review the progress of the project, adjusting the project plan as required |
| 1.10 | Monitor the progress of the project to ensure that all of the following are met: • project delivery on time • project keeps within budget • agreed quality standards are met and maintained |
| 1.11 | Obtain authority and support for the release of the necessary resources to carry out the project |
| 1.12 | Consult with appropriate people in order to secure the release of four of the following resources: • people who have the required skills and knowledge • the relevant documentation and information • raw materials and consumables • equipment (such as hand tools, power tools, machinery, lifting and handling equipment) • work space/work area • any outside support services • special/specific safety equipment |
| 1.13 | Conduct and manage the project in accordance with the plan, consulting with subject experts and specialists according to the needs of the project |
| 2 | 1b. Carry out project management of engineering activities (continued) | 2.1 | Carry out project management for one of the following engineering activities: • manufacturing activities (such as machining, detail fitting, fabrication of components, pressing) • material processing activities (such as heat treatment, casting, injection moulding, purification) • composite manufacture (such as wet lay-up, pre-preg laminating, resin infusion, blow moulding) • finishing activities (such as stripping finishes, painting, plating, anodising, veneering, lacquering) • assembly activities (such as mechanical, structural, fluid power, electrical/electronic, woodworking) • installation activities (such as mechanical, electrical/electronic, avionic, structural, environmental equipment) • plant and equipment (such as site preparation, plant layout, equipment changeover, equipment replacement) • equipment capability studies/performance ... |
| 2.2 | ... measurement • movement of materials, components or finished goods • business improvement activities • engineering safety audits or risk assessments • quality control/quality assurance • maintenance activities • testing and trialling • modification and repair activities • research and development • commissioning/decommissioning • engineering support services |
| 2.3 | Report project progress to relevant parties, at the agreed stages |
| 2.4 | Produce a report on the project which includes two of the following: • graphs • Gantt charts • critical path analysis • project schedule • event calendar |
| 2.5 | Record and present the report to the appropriate people, using the following methods: • verbal report Plus one more method from the following: • written or typed report • specific company documentation • electronic mail • computer based presentation |
| 2.6 | Communicate effectively with all of the following: • management • peers • project team • customers |
| 2.7 | Deal effectively with problems within their control and report any that cannot be solved |
| 2.8 | Identify any difficulties with the project, and produce a contingency plan, detailing three of the following actions to ensure that the project plans meet requirements: • agree revised requirements with management/customer • change timescales in agreement with management/customer • reschedule • obtain additional/alternative resources • recommend a change to the process • other specific actions |
| 2.9 | Carry out all of the following on completion of the project management activities: • validation and evaluation of the project management systems and procedures used • suggested improvements to the process of project management • recommendations for improvements or changes to the engineering activities that were project managed (where appropriate) |
| 3 | 2a. Know how to carry out project management of engineering activities | 3.1 | Explain how to access information on health and safety regulations and guidelines relating to the engineering activities to be project managed |
| 3.2 | Describe the implications of not taking account of legislation, regulations, standards and guidelines when producing the engineering project plans |
| 3.3 | Explain how to identify the project scope, to determine the need for a full project plan and management approval |
| 3.4 | Explain how to access and use the appropriate information and documentation systems to obtain information on the engineering requirements, and the type of information that is available (such as customer specifications and instructions, quality control requirements, product drawings/specification, manufacturing methods) |
| 3.5 | Describe the different project management methods that can be used, and how to select the methods appropriate to their own circumstances |
| 3.6 | Describe the information that should be included in the engineering project plans to allow the project progress to be monitored and measured (such as aims and objectives of the project, timescales, quality, cost and delivery requirements, resource requirements) |
| 3.7 | Explain how to arrive at an estimate of timescales for the project, and the need to set milestones for achievement |
| 3.8 | Describe the tools and techniques available for project planning and monitoring (such as graphs, Gantt charts, critical path analysis) |
| 3.9 | Explain how to break the project down into individual deliverable tasks |
| 3.10 | Explain how to form and develop a project team to meet the identified objectives |
| 3.11 | Explain how to allocate specific tasks and responsibilities to the project team members, according to individual skills and abilities |
| 3.12 | Explain how to determine the specialist help they may require in the project, and how this can be obtained |
| 4 | 2b. Know how to carry out project management of engineering activities (continued) | 4.1 | Explain how to monitor and evaluate the project progress effectively |
| 4.2 | Describe the importance of authorising all stages of work to start, continue or finish, according to their evaluation of progress |
| 4.3 | Explain how to assess resource requirements; the main types of resources involved with different types of engineering activity, and the typical timescales for providing them |
| 4.4 | Describe the obvious (and hidden) costs of resources/activities, and how to estimate the likely costs of the project (including the cost of raw materials, people and overheads) |
| 4.5 | Describe the normal timescales for carrying out the specific engineering activities, and how and why they vary |
| 4.6 | Describe the products (or assets) involved in the activity being planned, and how to determine their availability |
| 4.7 | Explain how to prepare the plans (to include the structure, style, clarity and compliance with relevant standards) |
| 4.8 | Explain why contingency plans need to be drawn up, and the procedures for changing the plans |
| 4.9 | Explain how to conduct a project meeting, and the importance of obtaining team members’ agreement to changes in plans |
| 4.10 | Explain how to communicate effectively, listen and question, provide feedback, support and coach others |
| 4.11 | Explain how to present information effectively to management, peers, team members and customers |
| 4.12 | Describe the different ways of presenting information to different people, and the importance of providing the right information at the right time |
| 4.13 | Explain how to monitor progress of the project in terms of delivery on time, to budget and within agreed levels of quality |
| 4.14 | Explain how to report project closure, completion and final status to management, teams and customers |
| 4.15 | Explain how to solve problems and overcome barriers/difficulties encountered during the life of the project |
| 4.16 | Explain when to act on their own initiative, and when to seek help and advice from others |
| 4.17 | Identify whom to liaise with and from whom to obtain relevant and specific information, to support and assist them in running the project |
| 4.18 | Describe the extent of their own responsibility and to whom they should report if they have any problems that they cannot resolve |
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