Thursday, November 29, 2012

Project Manager as Banker: Cost Estimating and Resource Allocating


The role of a project manager is one of many hats- that of a mediator, motivator, and leader to name a few, all of which help in keeping the elements of a project together. Of these roles, one of the most important ones the project manager must wear is that of the budget controller, or as I would like to refer to this hat as “the banker.” A banker, in general terms, is an individual who advises their clients with regard to financial matters. They must account for transactions that occur as well as the accompanying documents that are to be reviewed, gather information that relates to the client’s financial needs, and disburse funds (“Duties of a,” 2006). While a project manager doesn’t directly advise their clients with financial matters, in a sense they are protecting their clients’ finances by responsibly managing the overall project costs.



Project Management Cost Estimating Techniques

This article, written by Bert Markgraf, outlines not only the importance of cost estimation, but ways, such as empirical methods and historical costing, that have proven effective in doing so. Not only does the resource provide examples of when it is best to use one of the two before-mentioned ways, it also details the importance of cost estimating of resources and unit costs and how they also relate to the overall project success.

In addition to this article, the article provides links to other resources located in the host site, such as one entitled “Methods for Estimating Project Times and Cost.”


Project Management Guru: Project Management Estimating Tools and Techniques

This resource details not only several ways of estimating project costs, such as analogous, parametric, and 3-point estimating, but also provides guidance as to the type of activities each is best applied.  For example, as I read through the uncertain activities, which the author classifies as the most difficult to estimate, I am forced to reflect on this week’s discussion about Justin Jordan and the uncertainties he was faced with while having to determine his project’s budget. As I reflected on this week’s scenario, and apply the concepts of the 3-point estimating tool which was recommended, I could see how in this case the estimating technique makes sense because it focuses on risk assumptions, forcing the project manager to look at several scenarios, from a worse case to the best case, while creating cost estimates to present to clients.

As a project manager, the hats we will wear will not only vary from project to project, but the hats we will choose, or be chosen for us, will vary by those which make up our project team. However, no matter the project, there will be the time which we will have to put on the banker hat and when we do, we must be ready to look at all the options before making a financial decision that in the end will overextend our resources.


Referenes:
Duties of a banker. (2006, November 17). Retrieved from http://www.exforsys.com/career-center/career-tracks/duties-of-a-banker.html

1 comment:

  1. Theresa

    This week's assignment was very difficult for me. I'm coming from the education world just like you. Cost estimating and resource allocating are the most stressful components of the project in my opinion. I really enjoyed your 1st resource: http://www.projectmanagementguru.com/estimating.html.The information on this website reiterated what Portny et al., 2008 was saying about using the bottom-up analysis approach to estimating a budget. This approach is more accurate because the people who actually work the project sit down and perform a WBS and assign funds for each task and sub-tasks. I also learned from the 3 Point estimating method. 1. best case/optimistic estimate 2. worse case/ pessimistic estimate 3. which is the between point that most utilize. Great post!!!

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