Managing Multiple Projects-EPC Program and Portfolio Management
As a Program Manager or Portfolio Manager respectively working in an EPC Company, what is the lists of documents do I need to manage multiple projects that combines the individual projects?
As a Program Manager and Portfolio Manager working in an EPC (Engineering, Procurement, and Construction) company, managing multiple projects that combine individual projects requires several documents. While the documents needed for both roles may overlap, the specific documents required may vary depending on the level of responsibility and scope of the role. Here’s an exhaustive list of documents that each role may require to effectively manage multiple projects:
For Program Managers:
1. Program Charter
2. Program Plan
3. Project Charters
4. Project Plans
5. Program Governance Plan
6. Program Budget
7. Resource Plan
8. Program Risk Register
9. Change Control Plan
10. Communication Plan
11. Program Status Reports
12. Lessons Learned Log
13. Quality Plan
14. Stakeholder Management Plan
15. Program Closeout Report
For Portfolio Managers:
1. Portfolio Charter
2. Portfolio Management Plan
3. Project Selection Criteria
4. Project Charters
5. Project Plans
6. Portfolio Governance Plan
7. Portfolio Budget
8. Resource Plan
9. Portfolio Risk Register
10. Change Control Plan
11. Communication Plan
12. Portfolio Status Reports
13. Lessons Learned Log
14. Quality Plan
15. Stakeholder Management Plan
16. Portfolio Closeout Report
As a Portfolio Manager, you would need additional documents such as the Portfolio Charter, Portfolio Management Plan, and Project Selection Criteria to ensure that the portfolio of projects aligns with the overall strategic objectives of the company. Additionally, the Portfolio Manager would be responsible for managing the portfolio budget, resource allocation, and risk management across all projects within the portfolio.
As a Program Manager, you would be responsible for ensuring that all projects within the program are aligned with the program objectives and are executed effectively. This would include creating a Program Charter, Program Plan, and a Program Governance Plan, which outlines the roles and responsibilities of the program manager, project managers, and other stakeholders. The Program Manager would also be responsible for managing the program budget, resource allocation, and risk management plans for all projects within the program.
In summary, while the documents required for both roles may overlap, there may be additional documents needed for Portfolio Managers to ensure that the portfolio of projects aligns with the overall strategic objectives of the company.
My other interesting posts on this topic:
How to know if to have a group of Multiple Projects as a Portfolio or a Program: https://www.linkedin.com/posts/georgenwogu_bizvillepm-projectmanagement-projectcontrols-activity-7047637927803125760-y6zV?utm_source=share&utm_medium=member_desktop
Portfolio Vs Program Life Cycle: https://www.linkedin.com/posts/georgenwogu_georgenwogu-bizvillepm-activity-7037144364568965120-J3BP?utm_source=share&utm_medium=member_desktop
Program Governance Plan Vs Program Plan and Portfolio Governance Plan Vs Portfolio Plan: https://www.linkedin.com/posts/georgenwogu_georgenwogu-bizvillepm-projectmanagement-activity-7058790670408257537-Ecyb?utm_source=share&utm_medium=member_desktop
Owner Vs Contractor Project Organization: https://www.linkedin.com/posts/georgenwogu_georgenwogu-bizvillepm-activity-7027591192225660928-24n6?utm_source=share&utm_medium=member_desktop
Strategic Plan Link with Projects (Initiatives): https://www.linkedin.com/posts/georgenwogu_georgenwogu-bizvillepm-strategy-activity-7034562825364643841-Dqo_?utm_source=share&utm_medium=member_desktop
Why do Project Managers need to learn Strategic Management?https://www.linkedin.com/posts/georgenwogu_georgenwogu-bizvillepm-projectmanagement-activity-7059110024693919744-Y9Ia?utm_source=share&utm_medium=member_desktop
Tools for Strategic Management: https://www.linkedin.com/posts/georgenwogu_bizvillepm-projectmanagement-projectcontrols-activity-7059110489972178944-d5Vk?utm_source=share&utm_medium=member_desktop
Strategic Project Management Office (PMO) equals Organizational Project Management (OPM): https://www.linkedin.com/posts/georgenwogu_georgenwogu-bizvillepm-projectmanagement-activity-7059345919040733184-a59j?utm_source=share&utm_medium=member_desktop
The Business Plan versus the Strategic Plan: https://www.linkedin.com/posts/georgenwogu_the-business-plan-versus-the-strategic-plan-activity-7060600110409293824-iOHg?utm_source=share&utm_medium=member_desktop
What are the stages in Organizational Project Management Maturity?https://tinyurl.com/ys4jhbjx
What are the first things you do as a Project Director of an EPC Company? — My emphasis towards EPC Quality Management. https://tinyurl.com/yt2p5y2b2b
Setting Up an EPC Project Database in Microsoft Excel: https://www.linkedin.com/posts/georgenwogu_setting-up-an-epc-project-database-in-microsoft-activity-7064616464791539713-tMsl/
My name is George Nwogu, an Engineer, Project Manager/Planner/Control and Trainer from Nigeria. I’m currently a PM Consultant and Project Planner at Bizville Project Management
Services from Bizville Project Management are:
- Project Management Training
- Strategic PMO Solutions
- Project Handling and Contract
- Property Sales and Construction Supplies
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