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Monday, May 30, 2022

May 30, 2022

Virus Containment Plan

Download the Virus Containment Plan👈

A Virus is an infection consisting of a nucleic acid surrounded and protected by a protein coat. A virus can't replicate itself, hence it needs to host cell to infect and use for making copies to spread.

Viruses can spread rapidly and the disease can transmit from one body to another e.g., the Corona Virus outbreak which was discovered in Wuhan, China in 2019 and spread all over the world caused hundreds of thousands of death over the world, crippling the whole world, which leads to a recession, industrial destruction, and increase in the poverty.

Since the work patterns have changed, so the likelihood of existance of the workplace diseases have also increased. The workers can be exposed to the multiple viruses and bacterias at the workplace, hence it is mandatory that all kind of virus, bacterias and diseases are contained at the workplace in case of exposure.

Download the template and use it as per need.

Saturday, May 28, 2022

May 28, 2022

Facility and Building Lights Inspection Checklist

Download the Facility and Building Lights Inspection Checklist👈

Workplace Lighting Arrangements is a mandatory requirement of safe workplace provision to the employee. It is imperative to know that due to poor arrangements, the probability of accident increases due to poor vision. Furthermore, due to too much lighting, glare can prevent the worker from working in a safe environment without watching things clearly. Working in a dark environment where lighting arrangements are not good, workers can not see things clearly, hence he/she can get harm.

The hazards associated with the lighting at the workplace are listed below;

  1. Headache
  2. Eyestrain
  3. Neck, Back, and Shoulder strain
  4. Fall, Trip, and Slip
  5. Glare due to too much light causes headache, eyestrain
Low light and too much light, in both cases the accident chances skyrocket, and by law, it is not acceptable. Hence, it is mandatory that the proper arrangements are made to address this issue. To ensure the lighting arrangements are good, and in proper functional form, a formal checklist should be adapted to check all items and recorded.

Follow the link mentioned above to download the document in editable form and edit it as per your own need.

Friday, May 27, 2022

May 27, 2022

Purpose of the Health and Safety Monitoring

Purpose of Health and Safety Monitoring👈

Monitoring something is part of the routine life to ensure the subject task or activity is being performed as per the requirement so that any mistake is identified, and corrected so that the correct product is delivered. 

Health and Safety performance measurement is a cardinal part of the management system of an organization. Checking that risk is being managed, and correct standards are implemented to meet the legal requirements is mandatory.

In occupational industries, many incidents take place of the various types and severity which can harm the worker, the production, and impact the environment leading to the severe consequences. Hence it is mandatory for an organization engaged in an activity to monitor the respective health and safety performance to ensure;

  1. Implemented health and safety objectives and standards are effective in terms of both;
    • Hardware - Plant, Machinery, Tools, Equipment
    • Software - Procedure, Methods, People
  2. Identification of loopholes and mistakes in the management system;
  3. Use identified loopholes as a basis for making improvement recommendations;
  4. Maintaining and improvement of the health and safety management system performance;

Benefits of Performance Measurements

Measuring health and safety performance provides information on the progress and current status of the strategies, processes, and activities used by an organization to control risks to health and safety. It sustains the operation and development of the health and safety management system, and the control of risk, by;

  1. Providing information on management system practice in the operational phase;
  2. Assistance in identifying the areas where remedial
  3.  action is necessary;
  4. Providing a basis for continual improvement with the passage of time;
  5. Provision of feedback and motivation;

Monitoring Methods

Performance Monitoring requires a combination of ACTIVE & REACTIVE measures to assess whether the health and safety objectives have been met as required. The OBJECTIVES of both measures are listed below.

Active Monitoring

Reactive Monitoring

The objective of the active monitoring is to ensure;

  1. Health and safety plans have been implemented to measure the compliance extent;
  1. The organization's systems and procedures are effective;
  1. Legislation and technical standards are being complied with;

Active Monitoring is performed before something goes wrong, by identifying the non-compliance so that timely measures are adapted and corrections are made.

Reactive Monitoring is performed in response to incidents that have taken place due to various factors.

The following data is analyzed in this phase;

  1. Ill-health
  1. Accidents
  1. Other loss-causing events
  1. Fines and Warning gave by the govt.;
  1. Any other factors which degrade the system

It must be remembered that it is better to identify the problem and correct it before something wrong happens, rather than waiting for an event to occur to highlight any sort of shortcomings in the system.

Distinct Between Performance Measures

  • Active vs Reactive

Active Monitoring

Active Measure means before something wrong happens. It must be remembered that correcting things by looking at them before something goes wrong is not an easy task, but the law requires the things to be corrected before something happens wrong. Hence, the risk is controlled and reduced to the minimum tolerable level through the Risk Assessment so that legal requirement is fulfilled.

Reactive Monitoring

Reactive Monitoring is performed when something has gone wrong so that the root causes are identified, appropriate measures are adopted, and implemented to the maximum level to prevent the recurrence.

Note: As mentioned above, to correct something, you don't have to wait for it to go wrong, and shortcomings should be corrected timely.

  • Objective vs Subjective

Objective

Objective means that it is not associated with the PERSONAL JUDGEMENT of anyone, e.g., any question in the audit can be asked which is not subject to personal judgment as mentioned below;

How many enforcement notices have been issued to the organization by the legislative body in the last 12-months?

Subjective

Subjective means the judgment is associated with someone's personal judgment, and in return, the person will influence the outcome of the judgment., e.g.,

Is the housekeeping is sufficient?

In this situation where standards are not defined, different auditors will give a different response. 

  •  Qualitative vs Quantitative

Qualitative

The data used in the qualitative measure is not presented numerically e.g., reports, and commentaries, which are useful but difficult to use as an accurate measure.

Quantitative

The data employed in the quantitative measure is presented in the numerical form e.g., accidents that occurred at the workplace are represented in numbers. Additional examples of quantitative data are;

  • Ill-health Data
  • Audits
  • Inspections
  • Safety Tours
  • Behavioral Measures
  • Safety Surveys
  • Training
  • Emergency Drills
  • Benchmarking

Tuesday, May 24, 2022

May 24, 2022

Monkeypox Disease and Prevention

Monkeypox & Prevention

Introduction

Type: Viral Disease

Virus Genus: Orthopoxvirus

Virus Family: Poxviridae

First Discovery: First discovery was made in 1958 when two pox-like diseases outbroke in monkey colonies were kept for research, hence the scientists named it Monkeypox. Later, in the 1970s, in the Democratic Republic of Congo (DRC), the first case of monkeypox was recorded in humans amid intense efforts of eliminating smallpox.

Since then, in many Central & Western African countries, the monkeypox cases in humans are reported  while the majority of cases are reported in the Democratic Republic of Congo (DRC) while other countries include;

  • Cameron
  • The Central African Republic (CAR)
  • Cote D'Ivoire
  • Gabon
  • Liberia
  • Nigeria
  • Republic of the Congo (RoC)
  • Sierra Leone

In countries outside the African continent, like the United States, the United Kingdom, and Singapore, cases of monkeypox are reported linked to international travelers, as well as imported animals.

Host: The natural reservoir of the Monkeypox virus is still unknown, however African Rodents, and non-human primates e.g., monkeys may harbor the monkeypox virus.

Signs & Symptoms

In humans, the symptoms of monkeypox are similar but milder than smallpox. The main difference between monkeypox and smallpox is that the lymph nodes swell in the monkeypox, the smallpox disease does not cause the lymph nodes to swell.

Monkeypox disease starts with Fever, followed by muscle ache, headache, and exhaustion. A list of possible symptoms is listed below;

  • Fever
  • Headache
  • Muscle Ache
  • Back Ache
  • Swollen Lymph Nodes
  • Chills and Exhaustion
Incubation Period: The incubation period of the virus is 7 to 14 days, but in some cases, it can extend from 5 to 21 days. Within 1 to 3 days after the appearance of fever, the patient experiences the rash often starting from the face, and later spreads to the rest of the whole body.

Illness Duration: The whole illness lasts for 2 to 4 weeks.

Death Rate: In the African continent, monkeypox has caused 1 death in 10 people who contracted the virus.

Virus Transmission

In humans, the virus spreads when he comes in contact with the human or animal carrying the virus or touches the surface contaminated with the virus. The virus enters the human body through;

  1. Broken skin even if not evident to the naked human eye
  2. Respiratory system
  3. Mucous Membranes (Eye, Mouth, Nose)

Animal to Human: If the animal bites the human or scratches, direct contact with the body fluids, contact with the lesion material such as contaminated bedding.

Human to Human: Human-to-human transfer is possible through the respiratory droplets, though the droplets don't travel more than a few feet of distance, hence prolonged face-to-face contact is mandatory.

Other Methods: Other human-to-human methods include;

  1. Direct contact with the human body fluids
  2. Indirect contact with the lesion material including the bed linen or clothing used by the patient
Note: It must be remembered that the virus source (main disease carrier) is unknown so far, the African Rodents are suspected to play part in spreading and transmitting the virus. There are 2 instances when the virus which causes the monkeypox has been recovered from the animals.

  1. In 1985, the virus was isolated from the ill African Rodent, in the Equator region of the Democratic Republic of Congo (DRC).
  2. In 2012, an infant dead Mangabey body in the Cote D'Ivoire's Tai National Park was found carrying the virus that causes Monkeypox.

Preventive Measures

Since the virus is likely to spread and cause too many problems in society, there are myriad control measures required to adapt to prevent infection with monkeypox.

  1. Maintain a safe distance from the animals suspected of carrying the virus that causes monkeypox.
  2. Avoid going near the animals that are ill, or found dead in the areas where the monkeypox virus is likely to exist.
  3. Avoid establishing contact with the ill person suffering from monkeypox disease.
  4. Don't touch the material contaminated with the monkeypox virus or used by the patient e.g., bed linen.
  5. Isolate the infected person or animal to prevent further spread.
  6. Post contact with the virus-infected animal, or human, wash hands, and body parts with an antiseptic substance, e.g., soap, hand wash, or hand sanitizer.
  7. Maintain good hygiene standards.
  8. Since the risk of contamination still exists despite all measures, the usage of Personal Protective Equipment (PPEs) is mandatory as a last resort weapon against viruses integrated with other preventive measures.

Treatment

Since there is no proven or specific treatment to deal with the Monkeypox outbreak, the usage of the smallpox vaccine, anti-virals, and other medicines can be used in the light of physicians' advice.

Monday, May 23, 2022

May 23, 2022

Job Safety Analysis (JSA) vs Job Hazard Analysis (JHA) Training

Download the Job Safety Analysis (JSA) vs Job Hazard Analysis (JHA) Training👈

Job Safety Analysis also known as the Job Hazard Analysis is used to identify the hazards associated with an activity, and to ensure the minimum safety arrangements are adapted to control the hazard associated risk.

The process consists of the steps listed below;

  1. Selection of the task;
  2. Division of tasks in sub-tasks
  3. Evaluation of each task for associated hazards and corresponding risks
  4. Identify if the existing controls are sufficient or need more controls
  5. Communication and Implementation of new controls



Saturday, May 21, 2022

May 21, 2022

HSE Declaration or NOC Form

Download the HSE Declaration or NOC Form👈

HSE Declaration form is used to declare the commitment by the involved parties to ensure that they will comply with the regulatory requirements and take all imperative actions to save their workers, protect the environment, and fulfill the legal requirements.

Download the document, click on the link mentioned above, and edit as per need.



Tuesday, May 17, 2022

May 17, 2022

Failure in the Duty of Care & Compensatory Schemes

Failure in the Duty of Care & Compensatory Schemes

If any worker who is working gets injured or contracts any sort of disease, this may result in a loss that may include the pain, suffering, as well as a doomed future, with no further income. In many cases, the worker often loses their life, hence the dependents of the worker will suffer the major financial problems in a bitter life ahead.

Since there is no power that can bring a deceased person back to life who lost his life during work, hence, there a few mechanisms evolved over a period of time to compensate the injured person, dependents of the deceased person, as well as those who might be affected due to negligence in the duty of care.

Through these mechanisms, the worker can be compensated, but it must be remembered that these mechanisms have a few imperative requirements which need to be abided. In some mechanisms, the injured person/ or dependents of the deceased one has to prove that the accident occurred due to the negligence of another e.g., an Employer who showed negligence in his duty of care, whereas in other mechanisms it doesn't require anything to prove.

Few of the compensatory schemes devised to fulfill the worker, protection of his basic rights are elaborated below;

  1. No-Fault Compensation Claim
  2. Fault Compensation Schemes
  3. Damages

Scheme 1: No-Fault Compensation Claim

In this type of compensatory mechanism, there is no need to prove someone's fault, instead, it is necessary to establish that the harm was caused as a result of the person's employment. Mostly, the No-Fault Compensation Schemes fall into two broad categories;

  1. The employer provides the Insurance Cover and pays the premium to the insurance companies, who in return pay the insurance money to the injured person.
  2. The government or a government agency provides the benefits. The system consists of Social Insurance operated by the government or an agency of the government.
Under both mechanisms mentioned above, the injured worker is required by law to report the injury or ill-health to their respective employer. Most countries also have a legal requirement, that the incident which caused harm should be reported within a specific time frame. In some cases, the time frame allocated for reporting an incident can be EXTENDED in cases of occupational diseases, when the time between Exposure to the Hazard, and the Onset of the Disease may be considerable.

  • Employer Scheme - Insurance

The legislation imposes the obligation on the employer to provide the Insurance Scheme, The scheme is operated by the insurance company, which is paid a premium by the employer. It must be remembered in some countries, the Employer Scheme (Insurance) is a legal requirement. When the claim is established by the worker or his/her dependents, the initial response is usually made by the insurance company or sometimes by the employer. The decision may be to accept or reject the worker's claim, although it is common for there to be some negotiation between the two parties concerned.

  • Social Insurance Schemes

These schemes are administrated by the government and funded by compulsory contributions made by employers, workers, or both, with possible further contributions made from general tax collection. These contributions can be either Fixed-Rate or Earning-Related. This compensatory scheme requires a medical examination to establish the facts like;

  1. Nature of the injury
  2. If recovery is likely
Following the decision administrated by the government department, the claimant can accept it or challenge it. The claimant completes a form that is evaluated to establish whether the injury was an accident, or in the case of an occupational disease, to check that the claimant has worked in the prescribed occupation. If this is established, a medical examination is required to evaluate the loss of faculty and the level of disablement.

Normally a person with 14% disablement can receive the benefits while those with respiratory disease and deafness, can get benefits at 1% disablement and 20% respectively.

Scheme 2: Fault Compensation Claim

Most countries including the UK, USA, & Australia, have legislation that makes an employer liable for causing harm to the employer or anyone else, as a result of their occupational or activity. A Civil Action is brought against the employer and the need to establish fault on the part of the employer, or one of his or her workers. The claimant has to prove that harm or illness was caused by the negligence of the employer or one of his employees or that has been a breach of health and safety legislation. The liability of the employer comes in 2 ways;

  1. The employer is responsible for his or her own acts of negligence - termed Primary Liability.
  2. The employer may be Vicariously Liable for the negligence of his/her workers committed in the course of their employment.
In case of the Breach of the Statutory Duty, the claimant has to prove that;

  1. The statute places the obligation on the defendant;
  2. The statutory duty was owed to the claimant;
  3. The injury was of a type contemplated by the statute;
  4. The defendant was in breach of that duty;
  5. The breach of statutory duty caused the injury;
In an action for negligence, the claimant must prove;
  1. The defendant (employer) owed a duty to the victim (employee);
  2. The defendant was in the breach of statutory duty;
  3. The breach of duty by the defendant (employer) caused harm to the claimant (victim);
  4. The harm was foreseeable;
It is worthy to note that, a claim can be made under both headings (Negligence & Breach of statutory duty) simultaneously, although the success under both results in only one award of compensation. One of the employer's liabilities is the extent of the compensation often termed as Damage awarded in a successful action. The compensation is awarded to restore the victim's status that existed before suffering the loss.

Scheme 3: Damages

Damages are divided into 2 different categories as listed below;
  • Type 1: Economic & Non-Economic
  • Type 2: Compensatory & Punitive
Economic Damages represent economical losses, while non-economic damages are those which are related to pain, suffering, or loss of companionship.

Damages can be compensatory and punitive as their names suggest, compensatory damages compensate the claimant, whereas punitive damages are meant to punish the wrongdoer. 

  • Compensatory Damages

The compensatory damages represent the loss sustained by the victim, hence the court decides the amount of compensatory damage. It is further divided into 2 categories termed Special & General Damage.

Special Damage: The key feature of the special damage is that they can be relatively easily quantified because they relate to known expenditure up until the trial, such as;

- Loss of earning;
- Legal cost
- Medical cost

General Damage: The future expenditure and issues which  cannot be precisely quantified, such as;

- Loss of future earnings;
- Future medical cost;
- Pain and suffering;

  • Punitive Damages
Punitive damages are awarded to punish the wrongdoer to signify disapproval and deter the culprit (defendant) and prevent the reoccurrence in the future. In some cases, punitive damages are also awarded where compensatory damages are considered inadequate.

Saturday, May 14, 2022

May 14, 2022

Truck Mounted Concrete Pump Inspection Checklist

Download the Truck Mounted Concrete Pump Inspection Checklist👈

Truck Mounted Concrete Pump is used to shift concrete from the ground surface to the height where it is needed. The pump and boom are mounted on a truck, while the operator operates it from the ground. The pump is capable of shifting the material from the ground to the top of the boom where through a nozzle, it is dispersed at the desired location. Furthermore, the vehicle comes with multiple hazards as listed below;

  • Toppling sideways
  • Collision with obstructions, buildings, etc.
  • Working near the overhead power lines
  • Hit by moving equipment equipment
  • Electrical Shock from faulty circuits etc.
The equipment as per the regulations should be well-maintained, inspected before job commencement, and in good condition, fit for the job. The link mentioned above can be used to download a standard Inspection Checklist and use it to inspect the vehicle.


Thursday, May 12, 2022

May 12, 2022

Concrete Pump Inspection Checklist

Download the Concrete Pump Inspection Checklist👈

The concrete pump is an essential part of the construction industry where it is used to mix and pump the concrete to the desired location for pouring. The concrete is poured into the bucket and an internally built mixer mixes it further. Later, the pumping mechanism pumps it to the desired location using the pipes attached to the discharge point.

Furthermore, the law requires the employer/ operator to ensure the work equipment is safe for use and well maintained. For this purpose, a checklist should be used to inspect the equipment. Use the link above to download the form in editable form.



Monday, May 9, 2022

May 09, 2022

Role, Function, Benefits & Limitation of Legislation

Role, Function, Benefits & Limitation of Legislation

Preamble

It is not realistic to expect that all organizations will adopt the good health and safety standards voluntarily because the benefits of the good standards will not be immediately obvious to all employers, since good standards will incur the cost.

To ensure that minimum standards are met whether they relate to health and safety in the workplace or other matters to do with the regulation of society, the government will introduce legislation to regulate the organizations. For example introduction of health and safety legislation has set minimum standards for employers to meet. Few are listed below;

  1. Health and Safety at Work Act 1974 (HSWA) of the United Kingdom
  2. Occupational Safety & Health Act 1970 (OSHA) of the United States of America
  3. Work Environment Act 1977 (WEA) of the Government of Sweeden
Since no organization will adopt the good health and safety standards voluntarily due to high costs and no immediately obvious benefits, the introduction of health and safety legislation will define and set the minimum acceptable standards and propel the organizations to meet these standards.

The legislation introduced by the government can either lead to civil or criminal consequences. Firstly, understanding the meaning of LEGISLATION is mandatory, hence defined hereunder.

Legislation is statutes, and other legal instruments that have been enacted by the government of the country. 

In Criminal Law, a CRIME is an offense against the state, and violation of state rules can lead to prosecution of the culprit/ offender, and as a consequence, he/she can be punished with either a fine, imprisonment, or both at a time.

Contrary to that, a CIVIL ACTION is concerned with an individual who has suffered losses such as being injured when performing a work activity and met an accident. In a civil action, the victim (claimant) will seek financial compensation from the defendant (employer) for wrongdoing.

Limitations

As the legislation helps the government to implement good standards, there are limitations associated with the introduced legislation. For example;

  • The organizations will comply with minimum standards defined by law, instead of complying with its spirit and going beyond what the law defined.
  • Organizations adopting these good standards might be at a competitive disadvantage, due to the high costs of good standards.
  • The introduction of legislation comes with a requirement of ENFORCEMENT, hence it is also mandatory to identify those who don't comply with minimum standards. Accordingly, enforcement officers who are hired to inspect, identify, and investigate must be trained.
  • A proper and well-defined procedure for prosecution and punishment of organizations and individuals is necessary who fail to comply.

Goal Setting Legislation vs Prescriptive Legislation

Two different models are adopted by the government bodies, Goal-Setting & Prescriptive to define and set the minimum acceptable standards. The former sets an Objective to achieve and leaves it to the duty holder to decide on the best way of achieving the defined goal. The latter defines the standard to be achieved in far more explicit terms. Both are defined below for better understanding.

1. Goal-Setting Legislation

Goal-setting legislation as the name suggests defines and sets an achievable objective, and now its duty holder's responsibility to decide on the best way to achieve the objective. The duty holder is the one on whom the legal duty is imposed e.g., individual, employe, organization, etc.

A splendid example of goal-setting legislation is the Health and Safety at Work Act 1974 of the United Kingdom. The law defines the duty imposed on the employer as;

It shall be the duty of every employer to ensure, so far as is reasonably practicable, the health, safety and welfare at work off all his employees.

The law has set a goal of "health and safety at work" but the Act doesn't define how this should be done. It is the duty holder's duty to identify and evaluate the different ways of meeting this requirement and choose what is most reasonable in existing circumstances.

2. Prescriptive Legislation

Prescriptive language as the name suggests defines the standard in far more explicit terms. For example, in the United Kingdom (UK) a law is enforced titled Provision and Use of Work Equipment Regulations (PUWER) 1998. Regulation 26 is concerned with the information & instructions provision to equipment users.

In practice, legislation shouldn't be thought of as being entirely goal-setting or entirely prescriptive. For example, Regulation 8 of Provision and Use of Work Equipment Regulations (PUWER) 1998 states that;

Every employer shall ensure that all persons who use work equipment have availale to them adequate health and safety information and where appropriate, written instructions pertaining to the use of the work equipment.

The above-mentioned statement requires the employer to provide adequate information to users of equipment, it has an element of prescriptive legislation however, what constitutes "Adequate" needs to be decided by the employer. 

Benefits & Limitations: Goal-Setting Legislation vs Prescriptive Legislation

The benefits and limitations of both models are defined below.

 

Goal-Setting Legislation

Prescriptive Legislation

B

e

n

e

f

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·         More flexibility;

·         Related to actual risk present;

·         Requires less revision;

·         Applicable to much wider workplaces;

·         Duty holder can decide what is the best way to achieve the objective;

·         Clearly defined requirements;

·         Easily understood by the employer/ individual;

·         Enforced by the regulator;

·         Doesn’t require a higher level of expertise;

·         Uniform standards to be complied with;

L

i

m

i

t

a

t

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o

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·         More difficult to enforce;

·         Need a high level of expertise to interpret what is adequate/ sufficient;

·         Sometimes need court intervention to provide judicial judgment;

·         Inflexible;

·         Circumstances can lead to high or low standards;

·         Doesn’t take account of duty holder’s circumstances;

·         Require frequent revisions;


Saturday, May 7, 2022

May 07, 2022

Grit and Sand Blasting Inspection Checklist

Download the Grit & Sand Blasting Inspection Checklist👈

Grit and Sand Blasting also known as Abrasive Blasting is a surface treatment method using the abrasive material and propelling it against the object surface under high pressure. The only difference is the use of abrasive material used for the work method. The abrasive material is blasted through the nozzle aimed at the object's surface under high pressure.

The Health and safety regulation requires the work equipment should be in good condition, fit for use, and well maintained. Use the link above to download the document and modify it according to the needs of the work activity and equipment.



Monday, May 2, 2022

May 02, 2022

10 Steps To Create A Project Plan

10 Steps To Create A Project Plan

Project Planning is a discipline addressing how to complete a project in a certain time frame, usually with defined stages and designated resources. This article provides a 10-steps critical to planning a project before execution, establishing a roadmap for project managers to follow in the future to achieve the project goal. These 10-critical steps are listed below to provide an overview conducive for project managers.

Step 1: Explain the Project Plan to Key Stakeholders & Discuss Key Components

One of the most imperative living documents in Project Management is the Project Plan which can be expected to change over the life of the project. Like a roadmap, it provides the direction for the project, and like the traveler, the project manager needs to set the course for the project, which in project management terms means creating the project plan.

A common misconception is that the Project Plan means Project Timeline, which remains only one of the many components of the plan. The project plan is a prime work product from the entire planning process, hence it contains all of the planning documents for the project.

Many project key stakeholders are those who don't understand the full nature of the project plan and are affected by both the project and corresponding results. The first step is to explain the planning process and the project plan to all of the key stakeholders, hence their familiarity with the documents set and related consent is mandatory, and later they have to review, sign and approve the documents pertaining to them.

Step 2: Define Roles and Responsibilities

Defining roles and responsibilities is an imperative component of an organization hence establishing the communication lines is mandatory so that there is an organized work execution and people are held accountable for their job activities.

Since all key stakeholders will not review all documents so it is necessary to determine their roles and responsibilities and nominate who will approve which parts of the plan and any ambiguity is averted. Some of the key people in the organization who are part of the project as well are mentioned below;

  • Project Sponsor: Anyone who owns the funds and sponsors the whole project. A sponsor needs to review all project aspects and give approval accordingly. The sponsor can be a single person, organization, or group of pre-described elements, together.

  • Designated Business Experts: Business experts will define their requirements and justify their end product, so they will develop the project scope baseline, and approve the documents relating to the project scope.

  • Project Manager: The Project Manager (PM) will create, execute, and control the project plan, directing the involved parties to execute the job activities accordingly so that the end product is achieved. Hence he/she developed the project plan, so he doesn't need to approve it.

  • Project Team: A Project Team needs to participate in the development of various project aspects as listed below;

    • Identify the project target
    • Identify the involved risks and evaluate the risk severity
    • Project quality
    • Project design issues, and controls

A Project Team can consist of the following people

    • CEO/MD
    • Head of Department
    • Project Manager
    • Assistant Project Manager
    • Engineers
    • Business Analysts
    • All stakeholders
    • Supervisors/ Foremen

  • End-User: The End user is the person who uses the ready product, and also participates in the development of the plan, and reviews the plan accordingly, but rarely do they actually need to sign off. In fact, they describe what they need when in form of the product.

  • Others: Other stakeholders involved in the Project Team also rarely approve the documents pertaining to them such as Quality Plan, Procurement Plan, etc., and are the following ones;
    • Quality
    • Risk Analysts
    • Auditors
    • Procurement Specialists

Step 3: Kick-Off Meeting

The involved stakeholders sit together and discuss their plans, concerns, and suggestions before the start of the work activities. It is an effective method to initiate the planning process as well. It helps in building the trust among the team members and ensures that everyone shares his/her ideas and they are taken into account. A Kick-Off meeting also demonstrates the commitment of the sponsor body to the project. A few topics are listed below that might be included in a kickoff meeting;

  1. Business Vision & Strategy
  2. Project Vision
  3. Roles and Responsibilities
  4. Team Building
  5. Team Commitment
  6. Collective Decision
  7. Ground Rules
  8. Group Size
Step 4: Scope Statement Development

The Scope Statement is arguably an imperative documented component of the project plan, providing a foundation for the rest of the project. It is developed to get common agreement among the stakeholders about the scope, and clearly describes the outcome/end product of the whole project. It is the basic component of the agreement between the sponsor and all stakeholders and miscommunication chances are decreased.

There are broad chances the document will grow with the passage of project life and change accordingly. The scope statement consists of the following points;

  • Business needs and problems
  • Project objectives, what will occur during the project, and how to solve the problems
  • Project completion benefits, as well as the justification
  • Project scope, including and excluding the deliverables
  • Key milestones, the approach, and other components as dictated by the size and nature of the project

It can be treated like a contract between the project manager and sponsor, one that can only be changed with sponsor approval.

Step 5: Develop Scope Baseline

Once the deliverables are confirmed in the scope statement, they need to be developed into a work breakdown structure (WBS) which is a decomposition of all the deliverables in the project. This deliverable WBS forms the scope baseline and has these elements.

  1. Identify the work activities to be done, and corresponding deliverables.
  2. Big or complex work activities are broken down into sub-work activities so are deliverables.
  3. The lowest level of broken work structure is called Work Package and can be numbered to correspond to activities and tasks.
Note: The WBS is often thought of as a task breakdown but technically activities and tasks are two separate things.

Step 6: Development of Schedule and Cost Baselines

Some basic but conducive steps involved in the schedule and cost baseline development are listed hereunder;

  1. Identify activities and tasks needed to produce each of the work packages, creating a Work Breakdown Structure of tasks.
  2. Identify the task-related resources.
  3. Estimate each task completion timeframe.
  4. Estimate each task completion cost.
  5. Identify the tasks dependent on other tasks.
  6. Develop the time schedule for the whole project.
  7. Develop the cost baseline, which is a time-phased budget, or cost by time period.
Step 7: Create Baseline Management Plan

Once the scope, schedule, and cost baseline have been established, the team can adapt the steps to manage the variance to these plans. These management plans usually include a review and approval process for modifying the baselines.

Different approval levels are usually needed for different types of changes. In addition, not all new requests will result in changes to the scope, schedule, or budget, but a process is needed to study all new requests to determine their impact on the project.

Step 8: Staffing Plan Development

The staffing plan is a chart that shows the time periods, usually month, quarter, year, that each resource will come onto and leave the project. It is similar to other project management charts, like a Gantt Chart, but does not show tasks, estimates, begin and end dates, or the critical path.

Step 9: Analyze Project Quality & Risks

Project Quality

Project Quality is not related to the end product only but it is one that sponsors and key stakeholders actually want to use. The emphasis is on preventing errors, instead of inspecting the product at the project end and eliminating the identified errors. Project Quality also recognizes that quality is a management responsibility and needs to be performed throughout the project.

Project Quality creation involves;

  • Setting the standards
  • Acceptance criteria
  • Metrics for usage throughout the project
Project Risks

Risk is the element that may or may not happen but has the potential to cause harm and influence the project and outcome significantly. Analyzing risk involves determining the risk probability and how many times it can happen and evaluating the corresponding risk impact/severity level. It is mandatory that both elements' probability & impact are quantified so that risk factors with the highest risk level are given more priority and controlled timely. Risk Management includes not only risk assessment but the development of risk management plans as well to understand, communicate, and control the high-risk events.

Step 10: Communicate

One important aspect of the project plan is the COMMUNICATION PLAN. This document states such things as;

  1. Who on the project wants which reports, how often, in what format, and using what media?
  2. How issues will be escalated and when?
  3. When project information will be stored and who can access it?
For complex projects, a formal communication matrix is a tool that can help determine some of the above criteria. It helps document the project team's agreed-on method for communicating various aspects of the project, such as routine status, problem resolution, decisions, etc.

Once the project plan is complete, it is important not just to communicate the importance of the project plan to the sponsor, but also to communicate its contents once it's created. This communication should include such things as;

  1. Review and approval of the project plan
  2. process for changing the contents of the plan
  3. Next step - executing and controlling the project plan and key stakeholder responsibilities in the upcoming phases