Getting Project Results through Contract Resources


Overview:

This 2-day workshop walks participants through all phases of the procurement process, giving them the skills needed to effectively contract outside resources while avoiding the potential traps and pitfalls along the way. It also covers information concerning organizational planning and staff acquisition that is critical to obtaining the right people.

Audience:

Those working on a project who will be going outside their company for support during the project life cycle.

Prerequisites:

None

Course duration:

2 days

Course outline:

1. Introduction

  • Overview
  • Workshop Logistics
  • Workshop Materials
  • How to Get the Most out of this Workshop
  • Objectives/ Contents
2. Pre-Reading Assignment
  • Overview of Project Processes
  • Organizational Planning
  • Tools and Techniques
  • Templates
  • Human Resource Practices
  • Stakeholder analysis
  • Organizational Theory
  • Outputs
  • The Staffing Management Plan
  • Supporting Detail
3. Staff Acquisition Inputs
  • Staffing Management Plan
  • Staffing Pool Description
  • Recruitment Practices
  • Pre-assignment
  • Negotiation
  • Procurement
  • Project Staff
4. Project Procurement Management
  • Contract
  • Roles and Responsibilities
5. Procurement Planning
  • Make-or-Buy Analysis
  • Other Considerations
  • Outputs
6. Contract Pricing Approach
  • Contract Pricing Types
  • Fixed Price
  • Unit Price
  • Cost Sharing
  • Cost Reimbursable
  • Time and Materials
7. Statement of Work
  • Preparation
  • Preparing a Statement of Work
  • Key Considerations
  • Tips
8. Solicitation Planning
  • Procurement Documentation
  • Request for Proposal
  • Determining Potential Sellers or
  • Bidders
  • Preparing a Solicitation Plan
  • Evaluation Criteria
  • Weighting System
9. Solicitation
  • Solicitation Procedures
10. Source Selection
  • Key Actions to Prepare for Source Selection
  • Tips for a Successful Evaluation
  • Fundamentals of Negotiation
  • Conclusion of Source Selection
11. Contract Administration
  • Performance Monitoring
  • Compliance with Terms and Conditions
  • Handling Noncompliance
  • Termination
  • Contract Change Management
  • Invoicing and Payment
12. Contract Closeout
13. Summary and Conclusion

Wintrac Inc.
16523 SW McGwire Ct.
Beaverton OR 97007
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