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Q3  What Are the Four Primary Purposes of Collaboration?    45


                                              Phase     Tasks                            Shared Data
                                              Starting  Set team authority.              Team member personal data
                                                        Set project scope and initial budget.  Start-up documents
                                                        Form team.
                                                        Establish team roles, responsibilities, and
                                                           authorities.
                                                        Establish team rules.
                                              Planning  Determine tasks and dependencies.  Project plan, budget,
                                                        Assign tasks.                    and other documents
                                                        Determine schedule.
                                                        Revise budget.

                                              Doing     Perform project tasks.           Work in process
                                                        Manage tasks and budget.         Updated tasks
                                                        Solve problems.                  Updated project schedule
                                                        Reschedule tasks, as necessary.  Updated project budget
                                                        Document and report progress.    Project status documents
                                              Finalizing  Determine completion.          Archival documents
            Figure 2-5                                  Prepare archival documents.
            Project Management Tasks                    Disband team.
            and Data


                                       here. Figure 2-5 shows project management with four phases, the major tasks of each, and the
                                       kinds of data that collaborative teams need to share.


                                       Starting Phase
                                       The fundamental purpose of the starting phase is to set the ground rules for the project and
                                       the team. In industry, teams need to determine or understand what authority they have. Is the
                                       project given to the team? Or is part of the team’s task to identify what the project is? Is the team
                                       free to determine team membership, or is membership given? Can the team devise its own
                                       methods for accomplishing the project, or is a particular method required? Student teams differ
                                       from those in industry because the team’s authority and membership are set by the instructor.
                                       However, although student teams do not have the authority to define the project, they do have
                                       the authority to determine how that project will be accomplished.
                                           Other tasks during the starting phase are to set the scope of the project and to estab-
                                       lish an initial budget. Often this budget is preliminary and is revised after the project has
                                       been planned. An initial team is formed during this phase with the understanding that
                                       team membership may change as the project progresses. It is important to set team mem-
                                       ber expectations at the outset. What role will each team member play, and what responsi-
                                       bilities and authority will he or she have? Team rules are also established as discussed under
                                       decision making.

                                       Planning Phase

                                       The purpose of the planning phase is to determine “who will do what and by when.” Work activi-
                                       ties are defined, and resources such as personnel, budget, and equipment are assigned to them.
                                       As you’ll learn when we discuss project management in Chapter 12, tasks can depend on one
                                       another. For example, you cannot evaluate alternatives until you have created a list of alterna-
                                       tives to evaluate. In this case, we say that there is a task dependency between the task Evaluate
                                       alternatives and the task Create a list of alternatives. The Evaluate alternatives task cannot begin
                                       until the completion of the Create a list of alternatives task.
                                           Once tasks and resources have been assigned, it is possible to determine the project sched-
                                       ule. If the schedule is unacceptable, more resources can be added to the project or the project
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