Who Wants to be a Project Manager Cathy Young and Terri Simms MBP Corporate June 2004.

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Presentation transcript:

Who Wants to be a Project Manager Cathy Young and Terri Simms MBP Corporate June 2004

2 When is a proposal number assigned? a. When the decision is made to go for the project. b. When we get an RFP. c. When it looks like we will get the project. d.None of the above.

3 How do I get a proposal number? a. Make one up. b. Complete a Proposal/SOQ form. c. Who needs a proposal number anyway? d. Use the proposal number you used on the last proposal.

4 Who can charge to a proposal? a. Anyone working on the proposal. b. Anyone that doesn’t have enough billable hours. c. When the accumulated costs equal the National debt. d. Anyone authorized by the proposal owner.

5 Who assigns proposal/SOQ numbers? a. Marketing b. Accounting c. Human Resources d. Any of the above.

6 Client Authorization Hierarchy: Rank the following, 1-Best, 5-Worst Signed Contract Signed Engagement Letter Retainer Notice to Proceed Signed Contract and a Retainer

7 Client Authorization Hierarchy: Why was Signed Contract and a Retainer the best answer? a. It defines the responsible parties, the contract terms and conditions. b. It defines the responsible parties, the contract terms and conditions and has consideration. c. It is an enforceable collection document.

8 Who reviews the price proposal? a.Contracts Administration b.Contracts Administration and Branch Manager c.Contracts Administration, Branch Manager and Principals. d. Chief Financial Officer

9 Why do I need to send the RFP to Contract Administration? a. Proposal language and scope warranties. b. Check for Client conflicts. c. Check insurance requirements. d. Check WBE/MBE/DBE requirements.

10 What are the risks of not having Contract Administration review the RFP? a. Places MBP’s professional liability at risk. b. Under and/or over pricing. c. a. b. and d. d. Communication break-down.

11 When we win a project, who makes the announcement? a.Proposal owner(s) notify Principals, Branch Manager, Marketing and Contract Admin. b. Why tell anyone? c.Just the Branch Managers, everyone else will figure it out for themselves. d. Chief Financial Officer

12 What items do we need from a Client? a. Signed Contract b. Retainer c. Signed Contract and Retainer d. Project documents, we can catch up the paper work later.

13 When do I add a Project to my resume? a. When the Project is complete. b. When the Project starts. c. In the middle of the Project. d. When Marketing needs to do a proposal.

14 When do I do a Project “Write-Up”? a. When the Project is complete. b. When the Project starts. c. In the middle of the Project. d. After completing your holiday shopping and surfing the entire internet.

15 Who does the Project “Write-Up”? a. Project Manager b. Anyone working on the Project. c. Marketing d. Branch Manager, if it is needed for an urgent proposal.

16 When are subconsultants paid? a. 50% in advance and 50% on completion. b. On a percentage completed basis. c. Monthly draws. d. Paid 7 days after MBP is paid.

17 Who is responsible for Sub-K invoices? And Why? a. Subconsultant b. Project Manager c. Accounting d. All of the above.

18 Who is responsible for client receivables? a. Client b. Project Manager c. Accounting d. Branch Administrative Assistant

19 What is the MBP tolerance for Bad Debt ? a. 2% of Billed Fees for existing clients. b. 10% of Billed Fees for new clients. c. Anything over gross profit. d. Zero

20 Good Project Managers avoid bad debt by ? a. Good Contract administration-signed Contract and retainer. b. Managing Project receivable activity. c. Protecting their assets. d. All of the above.

21 What is a Project Receivable Diary ? a. Compilation of all client contacts re: collections. b. Copies of all client invoices. c. folder with client correspondence. d. Past due notices from s.

22 What is the advance timing for truck procurement? a. Next day, along with your blinds. b. One week, but it will cost a lot more. c. Two weeks, but it will cost a little more. d. Six weeks in order to get the best buy.

23 What are action items for a new Project? a. Create a new Project Start-Up sheet. b. Identify/obtain staffing requirements. c. Arrange for Project vehicles, gas cards and phones. d. All of the above, if needed.

24 Who manages the Fleet and Gas Program? a. Everyone in Accounting. b. Ken c. Andi d. Julie

25 Who files a Mileage Report? a. Everyone with an MBP truck. b. Everyone with an MBP truck on a rebillable project c. Everyone with Project mileage. d. b. and/or c.

26 MBP phones…an entitlement? a. Have unlimited minutes and no one in Accounting audits them. b. Are a Corporate asset for business use. c. PM requests a phone for specific Project on an as needed basis. d. Is a Company benefit.

27 Start-Up Sheet: From whom, to whom? a. Project Manager to Ken. b. Project Manager to Contract Administration. c. Project Manager to Marketing. d. Branch Manager to Andi.

28 How does the Project get into Time Collection? a. Magic. b. Ken enters on Wednesdays and Fridays. c. Andi enters on Fridays. d. Cathy enters on Mondays.

29 How does a TM get added to a Project after the start date? a. Project Manager leaves Andi a voice mail. b. Project Manager tells Cathy on way home. c. Project Manager sends Ken an . d. TM calls Ken and requests to be added.

30 Why does all this "Admin" stuff matter? a. Good Project Managers manage the Project inside and out. b. Procrastination on the Project Manager's part creates chaos for others. c. An organized and effective Project Manager have positive career paths. d. Organized and effective Project Managers are role models.

31 Who approves Project Time Sheets? a. TM's direct Team Leader. b. TM's Project Manager. c. TM's Branch Manager. d. Ken, on the time sheet final deadline.

32 What is a ZBR ? a. Military acronym for bedroom. b. Zero Billing Responsibility c. Zero Bonus Requirement d. Zero Bill Rate

33 Why do we have ZBR's ? a. Project budget is too low. b. Project scope changes. c. Skillset training. d. Need to charge time somewhere.

34 Why does my Team need to submit timely expense reports ? a. So TM's can be reimbursed quickly. b. So expenses can be rebilled to the client in a timely manner. c. GAAP Accounting: Matching Project expense with Project revenue. d. Keeps Accounting from stalking your TM's.