Project Management Process Optimization Recommendation

According to the development requirements of the customer service center's deep operation in 2019, it is necessary to greatly improve the efficiency and effectiveness of the work. Among them, project management is one of the key tasks of our center, covering a wide range of coverage, in order to standardize the project management work, in line with “ With a customer-centric, goal-oriented, and project-based philosophy, this proposal is specially prepared to optimize the project management process and clarify the relevant departments in project establishment, project approval, project negotiation, material procurement, and material storage. Responsibilities in the outbound, project implementation, project monitoring, etc., to achieve "programming, dynamic, system, and visualization" of project management, further strengthen the sense of responsibility of project members, improve work efficiency, improve the effectiveness of project implementation, and maintain The legitimate interests of the company.
First, the main process of the project:
Second, the project process description
1. Project feasibility study.
Concept definition: In the early stage of investment project construction, through comprehensive analysis, demonstration and evaluation of the relevant “market”, “resources”, “technology” and “social” issues, the investment project is “feasible” or “Not feasible” and how to “choose the optimal solution” in several feasible investment options.
Consider the elements: a. In line with the principles and policies and laws of the state's giant economic regulation.
b. Market forecast.
c, technology checks.
d, resource reserves.
Scope of application: Each demand room manager and project leader will investigate the project and eliminate inappropriate project approval. For the project of more than 100,000 yuan, I hope to submit a feasibility study report.
2. Construction of the project team.
The selection criteria of the project manager: from the three aspects of knowledge, ability and character, can be examined from the following three aspects.
a. Investigate the qualifications of candidates related to the project environment: knowledge reserves, related technologies, market and customer participation, and product application.
b. Investigate leadership skills, technical expertise, planning and control, and management skills.
c. Project management skills required for the survey.
Scope of application: Each demand room manager selects the appropriate person in charge of the project to ensure the smooth implementation of the project, “the right person to do the right thing”.
3. Standards for supplier selection
4. Bidding work flow.
The tenderer shall establish a tendering agency and determine the tendering method;
The tenderer prepares the pre-qualification file and bidding file for the bidding qualification;
Issue bidding information;
Pre-qualification file for sale;
Accept the bidding documents issued by potential bidders according to the specified date, and file the bidding documents with the administrative department in accordance with regulations;
Organize the prospective bidders who purchase the bidding files to conduct on-site surveys and hold questions before the bidding;
Accept the bidder's bid file at the specified time and place;
Organizing the opening of the meeting;
The bid evaluation committee shall be established to evaluate the bid, and the members of the bid evaluation committee shall keep confidential before the result of the bid evaluation;
Determine the winning bidder among the winning bidders recommended by the bid evaluation committee;
Submit the written situation of the bidding and bidding to the administrative department;
Issue a notice of winning the bid and notify all bidders of the result of the bid;
Negotiate the contract and conclude a written contract with the winning bidder.
5. The project requirements book and project request writing specifications.
Introduction: Make an outline of the overall project requirements book, briefly introduce the purpose of the demand book.
Activity background: including market conditions; problems encountered; past experience; necessity of the project.
Activity plan: including time, content, risk control, safeguards, etc.
Feasibility study and effect analysis.
Cost budget: including budget basis, cost item, etc.
6. The judge prepares to prepare the bid evaluation time and place, and randomly selects the jury members.
1 time: Every Wednesday at 3 pm, no selection meeting will be arranged at other times.
2 Location: The library room on the third floor of the tentative long training building. If you need to show the project, please apply for the training room.
3 Selection Committee: In accordance with the "Notice on the establishment of customer service center selection, procurement competition selection committee member classification library" requires specific implementation.
Selection Committee of Experts: According to the size of the project and the professional direction of the selection committee, the specific arrangements are as follows:
a. According to the project cost standard: the total project cost is 500,000 yuan or more, and the selection committee members are selected from the staff of the room manager; the total project cost is less than 500,000 yuan, and the selection committee draws lots of all the personnel.
b, according to the project attributes:
Comprehensive project:
Business project:
Training projects:
Experience class project:
Promotional items:
Basic management project:
The project manager must let the members of the bid evaluation committee know the tender.
a, the target of the tender;
b. The scope and nature of the tender project;
c. The main technical requirements, standards and commercial terms specified in the tender file;
d. The bid evaluation standard, the evaluation method and the relevant factors considered in the bid evaluation process are specified in the bidding file. Specifically, for example, background information, past experience, time schedule, product quality, cost control of each supplier; the needs of our center, the goals to be achieved; risk control, how to resolve disputes, etc.
Formulate the evaluation rules.
Refer to the selection score table, modify and score adjustment according to the item details; 5 score tables and 1 summary table are required when participating in the selection meeting, please pay attention to the title of the score sheet and summary table and the preparation of the supervisor.
7. Detailed review.
Business review content:
1 Compare and analyze the bid price and the target price to evaluate whether the price is reliable and reasonable.
2 Whether the composition and level of the bid price are reasonable, and whether there is a serious unbalanced quotation.

3 Review whether all guarantees are accepted.
4 Further review the bidder's financial strength and credit rating.
5 What are the bidders' requirements for payment conditions or what kind of preferential conditions are given to the tenderer.
6 Analyze the reasonableness of the financial and payment proposals made by the bidder.
7 Whether to propose requirements that are contrary to the contract terms in the bidding file, such as re-dividing risks, increasing the scope of the bidder's responsibility, reducing the bidder's obligations, proposing different acceptance, measurement methods and disputes, accident handling methods, or important to the contract terms. Retain and so on.
Technical review content:
1 Whether the bidding documents include the technical files required to be submitted by the bidding documents, and they are consistent with the technical descriptions or drawings in the bidding files.
2 Whether the implementation of the progress plan meets the time requirements of the tenderer, whether the plan is scientific and rigorous.
3 What measures the bidder is prepared to use to ensure the implementation progress.
4 How to control and guarantee the quality, whether these measures are feasible.
5 organization, professional technical strength and equipment configuration can meet the needs of the project.
6 If the bidder has listed the name of the unit to be cooperated or subcontracted at the time of the formal bidding, then whether these partners or subcontractors have sufficient capacity and experience to ensure the implementation and successful completion of the project.
7 What are the technical reservations or suggestions of the bidders on the bidding project, whether these retention conditions affect the technical performance and quality, and the feasibility and technical and economic value of the proposal.
8. Project Request Writing Specification Introduction: Briefly introduce the background and needs of the project.
Project cooperation period.
Project selection process:
1 Partner invitation; 2 supplier program quotation; 3 rating committee summary;
4 Evaluation of the selection committee: A fair and objective evaluation of the participating suppliers, the purpose of the selection is to “excellent selection”.
Cooperation proposal
Attached file.
9, contract approval process process work rules / requirements
1. The organizer drafts the contract in the contract management system, and attaches the relevant files, selection related files, and the business license, qualification certificate, legal representative certificate, power of attorney, etc. of the other party to the contract organization that needs to negotiate. Material file, submitted to the room manager for approval.
2. The audit of the contractor department refers to the person in charge of each regional center or the person in charge of each department of the provincial center.
3. The contract budget review department refers to the comprehensive office of the central headquarters, and the project manager responsible for financial work reviews the budget and internal control risks.
4. The contract centralized management department refers to the comprehensive office of the headquarters. After the contract is reviewed, it is signed by the central office of the central office. In addition to the contract text, the contract must be accompanied by a contract approval form and all subsidiary files in the contract review process.
5. According to the situation of the central leadership, the contract will be sent to the competent leader for approval. For the contract of more than 300,000 yuan, it must be submitted to the general manager for approval.
6. All review sessions should issue audit opinions as soon as possible, and each link should not exceed 2 working days in principle.
10. Project implementation phase.
Scope control: The primary problem for project managers to implement project management is to determine the project objectives and scope, which is to clarify why the project is implemented, what results the project will achieve, how to implement the project, what is the specific content of the project work, and how to define Project completion. Determining the project's objectives and scope is to point the direction for the implementation of the project and to define a specific scope of activities for the project.
For a variety of specific projects, the scope is mainly the following three aspects:
1 product scope, which determines which functions and features should be included in the product or service;
2 The scope of the project, that is, the work that should be done to deliver a product or service with certain characteristics and functions. Simply speaking, what is the project to do and how to do it to achieve the project's objectives;
3 Product specifications, which are the specific features and functions contained in the project product or service.
Progress Control: A series of management control activities to ensure that projects are completed on time. Its purpose is to ensure that profits are made on time to compensate for expenses already incurred; to coordinate resources; to make resources available when needed; to predict the level of funds and resources required at different times in order to give projects different priorities; Meet strict deadlines for completion.
Cost Control: The key is to analyze cost performance frequently and in a timely manner. It is essential to detect cost differences and inefficiencies as early as possible so that corrective actions can be taken before the situation deteriorates.
The main basis of cost control is as follows: 1 project cost benchmarking plan; 2 project cost management performance report; 3 project change requirements; 4 project cost management plan.
Quality control: The formation of project quality is a systematic process, that is, project feasibility study quality, project decision quality, design quality, construction quality and completion acceptance quality, which can be represented by the following figure:
Feasibility Study Quality Project Decision Quality Project Quality Project Design Quality Project Construction Quality Project Completion Acceptance Quality Impact Project Quality Factors There are five major aspects: people, equipment, materials, solutions and environment.
The specific steps of quality control:
1 Give priority to internal development projects;
2 Develop project objectives;
3 to target the project objectives;
4 Develop milestone plans and accountability charts;
5 to evaluate each project part;
6 Evaluation of the entire project.
11. Archives acceptance: The scope and content of the files are different at different stages of the project.
The materials to be accepted, handed over and archived during the concept phase of the project are mainly:
1 project opportunity research report and related subsidiary files;
2 preliminary feasibility study report of the project and related subsidiary files;
3 detailed feasibility study report and related subsidiary files;
4 project plan and demonstration report;
5 project evaluation and decision report.
The materials to be accepted, handed over and archived during the planning stage of the project are mainly:
1 project background overview;
2 project target files;
3 project scope planning manual;
4 project scope management plan;
5 project work structure decomposition diagram;
6 project plan information.
The files that should be accepted, transferred and archived during the project implementation phase are mainly:
1 Procurement plan and project description for all projects;
2 Bidding documents and tenders for all project procurement contracts;
3 all qualified supplier information;
4 complete contract files;
5 all contract change files, on-site visas and design changes;
6 project implementation plan, project safety plan, etc.;
7 complete project progress report;
8 project quality records, meeting minutes, memoranda, various notices, etc.;
9 change control application and visa for progress, quality, cost, safety, scope, etc.;
10 on-site environmental report;
(11) Quality accidents, safety accident investigation data and processing reports;
(12) Various types of tests, inspection certificates, reports, etc. made by third parties.
The files that should be accepted, handed over and archived at the end of the project mainly include:
1 project completion drawing;
2 project completion report;
3 project quality acceptance report;
4 post-project evaluation data;
5 project audit report;
6 project handover report.
12, payment process process related documents work requirements / rules
1. The payment notice is issued by the other party, non-essential items
2. The manager fills in the basic information of the payment application in the budget management system. Path: Login System - "Accounting Management -" Daily Accounting. For the contract, you must fill in the contract name, contract number, contract content, contract on the approval form. Total amount and contract paid
3. The manager collects the complete attached file required by the payment, pastes the basic information form of the payment application, and submits the payment approval record in the budget management system. The payment application is electronically approved in the budget management system, no need to carry out paperwork. Approval, approval path: login system - "to do work
4. Departmental review, each regional center: the person in charge of the office, the professional auditor and the leaders of the regional center are approved in the budget management system.
Each department of the department: the person in charge of the office is approved in the budget management system
5, the company's budget staff to approve the budget project and budget approval, the approval path: login system - "to do work
6. The financial accounting and financial manager approves the payment information in the budget management system. According to the approval of the leadership of each level of the center and the division of work of the leading team, the payment of each level is terminated by different leaders. The approval path: login system - 》To do work
7. The central leadership approves the payment status of different expenditure items according to the division of labor. The approval path: login system - "to do work"
8. In addition to the accountant filling out the bill, you need to enter the budget system. Other personnel approval tasks have been directly pushed to the “portal other to-do tasks” list, or you can enter the budget system and click the to-do task for approval.
13. Post-project evaluation Post-evaluation refers to the systematic and objective analysis of the objectives, implementation process, benefits, effects and impacts of completed projects; through the inspection and summary of project activity time, determine whether the project's expected objectives are Reach, whether the project or planning is reasonable and effective, whether the main benefit indicators of the project are realized; find out the reasons for success or failure through analysis and evaluation, summarize lessons learned; and provide timely and effective information feedback to improve the decision-making level and management level of new projects in the future. The foundation; at the same time, it also proposes improvement suggestions for problems in the implementation of post-evaluation project implementation, so as to achieve the purpose of improving investment efficiency.
Post-project evaluation results - post-evaluation report writing requirements:
The post-project evaluation is a summary of the evaluation results. It should reflect the situation truthfully, objectively analyze the problem, and conscientiously sum up the experience. In addition, the post-evaluation report is the main archive form for feedback and lessons, and must meet the needs of information feedback.
The contents of the post-evaluation report include:
1 Project background: project objectives and objectives, project construction content, project duration, funding sources and arrangements, post-project evaluation;
2 Project implementation evaluation: Briefly explain the basic characteristics of project implementation, identify major changes against project evaluation, analyze the reasons for the impact of changes on project benefits, discuss and evaluate these factors and impacts;
3Evaluation: Analyze the actual results achieved and achieved by the project, and evaluate the results and effects of the project based on the project operation and future development and the benefits, effects and impacts that may be achieved;
4 Conclusions and lessons learned: comprehensive evaluation of the project, conclusions, lessons learned, and recommended countermeasures.