Project Management
An instructional, step-by-step guide for 'how we do things around here', such as 'how do I get Concur/SutiSoft to work'?
What is Standard Operating Procedure (SOP)?
A collection of related awards or projects that are managed together by a division to achieve strategic goals.
What is a portfolio?
You need to know the tasks involved with a specific award deliverable.
Who is the Project Manager?
The moment at the end of a project when you celebrate the wins and talk about what you’d do differently next time.
What is project close-out?
The process that makes sure spending is on target.
What is budget tracking?
This person helps support the body of work within a division, ensuring appropriate staff allocations and budget plans.
Who is the Portfolio Manager?
A specific, tangible outcome or result that a project produces and provides to stakeholders—such as a report, product, service, or completed task.
What is a project deliverable?
Once a year, AFT goes through this process to decide what work we’ll do and how much money we’ll need to do it.
What is Work Planning & Budgeting?
You’re asking, “Can we take on another award with our current staff capacity?”
Who is the Portfolio Manager?
Before work on an award starts, this simple document defines the purpose, objectives, scope, and key stakeholders.
What is a Project Charter?
This is the tool used to view specific expense details and/or the general ledger.
What is Intacct?
You need to know who’s doing what, by when, and which deliverables.
Who is the Project Manager?
This is a Project Managers tool for breaking big work into smaller, more manageable pieces, so it is not overwhelming.
What is a work breakdown structure?
Once a month, this meeting checks in on spenddown, total spending, and whether we’re staying on budget—so nothing sneaks up on us later.
What is the Monthly Financial Review (MFR) (or Monthly Spenddown Meeting)?
This person uses a RACI Matrix to clarify who is responsible for what on a specific project. (RACI = Responsible, Accountable, Consulted, Informed)
Who is the Project Manager?