CN102880945A - Pre-project planning development and management method - Google Patents

Pre-project planning development and management method Download PDF

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Publication number
CN102880945A
CN102880945A CN2012104099341A CN201210409934A CN102880945A CN 102880945 A CN102880945 A CN 102880945A CN 2012104099341 A CN2012104099341 A CN 2012104099341A CN 201210409934 A CN201210409934 A CN 201210409934A CN 102880945 A CN102880945 A CN 102880945A
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project
stage
development
application
management
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李号彩
吴名新
高玉龙
刘学书
范鑫
谷智勇
陈子谦
卢菁
邓双江
何应芝
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Hunan Datang Xianyi Technology Co Ltd
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Hunan Datang Xianyi Technology Co Ltd
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Priority to CN2012104099341A priority Critical patent/CN102880945A/en
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Abstract

A pre-project planning development and management method includes project early-stage full-life circle, workflow engine technology and three-level responsibility body, wherein the project early-stage full-life circuit comprises a project research stage, a project early-stage research stage, a project proposal report stage, a project research stage, a project application approval stage and a projection starting application stage; the workflow engine technology comprises approval procedures related to project early-stage management; and the three-level responsibility body comprises group companies, branch companies and project companies. Through multidirectional and multi-dimensional comparison analysis results, information support is provided for leadership policy, development and management experiences can be duplicated and planned, management efficiency can be improved, the pre-project planning development and management method is used through the integral project early-stage business, longitudinal and transverse connection of the early-stage project management business is realized; the requirement of central management of the three-level responsibility body can be met, informatization repeated investment is avoided, informatization construction risk is reduced, and planning development and management policy assisting and supporting platform is gradually formed for the group companies.

Description

A kind of project planning and development management method in early stage
Technical field
The present invention relates to project planning and development management domain in early stage, be specially a kind of project planning and development management method in early stage.
Background technology
At present, each group company all is used as informatization the important means that promotes management level, standardized administration flow process, improves the efficiency of management, reduces handling cost, improves the performance of enterprises and comprehensive competitive power and classifies one of important process of company as.But under new form; facing to the planning and development task that day by day increases; facing to multiple new problems such as energy-saving and emission-reduction, low-carbon economy, clean energy resource, financial crisis, 12 planning; how to have managed the off-the-shelf item planning; how about carrying out planning and development decision-making and the execution work of a new round, is the problem of planning and development decision-making and management work person's thinking.
The technical solution of moulding is not yet arranged at present, and some work can only be finished by means of the OA office management system of company, and the pioneer telephone that reports even take very of project data is urged the newspaper mode.Present work shortcoming be mainly manifested in following some.
1, the level of informatization is not high, only limits to the application of OA office management system, is difficult to realize whole previous work standardization, standardized management; Informationization support to responsible partys' at different levels planning and development project previous work is inadequate; Provide informationalized support very few to the key content in the development projects previous work, such as project economics evaluation, project investment estimation etc.
2, still urge newspaper, mail to urge the mode of newspaper by phone to the newspaper of urging of project data, previous work task, inreal cover progress follow-up mechanism, the early warning mechanism of forming.
3, historical data is searched too loaded down with trivial details, event of data loss is very serious, and the office transition is very difficult, does not form the reliable file administration storehouse of a cover row.
4, managerial decision is offered help still rest on the mode of making form by hand, leadership is difficult to economical evaluation situation etc. of budget situation, investment estimate situation and the project of progress situation, data preparation, expense to project and carries out macroscopical management and control.
Summary of the invention
Technical matters solved by the invention is to provide a kind of project planning and development management method in early stage, how to manage the off-the-shelf item planning to solve planning and development decision-making and management work person, how about carried out the planning and development decision-making of new round project and the problem of execution work.
Technical matters solved by the invention realizes by the following technical solutions:
A kind of project planning and development management method in early stage, comprise project Life cycle in early stage, workflow engine technology, three grades of responsible partys, described project Life cycle in early stage comprises that just application for developing, project proposal report stage, project application for developing, project application declaration stage and project kickoff application stage for project investigation stage, project; Described workflow engine technology comprises that the project prophase management relates to approval process, described approval process need to customize according to institutional framework, executive condition etc., adopts the definition, backstage execution service, flow monitoring service and the standard application integrated interface that carry out approval process based on the workflow engine of WFMC (WFMC) standard; Described three grades of responsible partys comprise group company, branch office, project entity, and described project entity comprises that project is done in earlier stage, the project preparation place.
The described project investigation stage refers to that branch office carries out the project planning and development management work of in earlier stage investigating.
Described project just application for developing comprises;
1, sets up the project preparation place;
2, the project preparation place assesses projects awaiting construction;
3, the project preparation place obtains the supportive file of all kinds of governments;
4, the project preparation place writes just application for developing of project.
Just application for developing is by group company, branch office's audit for the project that the project preparation place writes, and the project that then reports the Committee of Development and Reform to examine is examined by the Committee of Development and Reform.
Described project proposal reports the stage to write project proposal by the group company reply project place of establishing.
Described project application for developing comprises;
1, sets up project entity mechanism;
2, prove necessity, feasibility, the construction condition of project construction at the project preparation place;
3, the project preparation place obtains the supportive file of all kinds of governments;
4, the project preparation place carries out all kinds of seminars;
5, the project preparation place writes the project application for developing.
The project application for developing that the project place of establishing writes is after branch office's audit, and the project that reports the Committee of Development and Reform to examine is carried out technological audit.
The described project application declaration stage comprises that all kinds of specialist papers examine, the report of the project place of establishing establishment project application, and the project place of establishing establishment application paper reports the project of Committee of Development and Reform's examination, and trust relevant departments of the Committee of Development and Reform assess, and are checked and approved by the Committee of Development and Reform again.
The described project kickoff application stage comprises the group company reply project place of the establishing application paper that goes into operation, and project entity goes into operation.
Described project equal formation stages achievement of above-mentioned each stage of Life cycle in early stage, critical stage need to be organized assessment.Project planning and development management method in early stage is centered by project business in early stage, and project life cycle in early stage is served as theme, and takes into account the planning and development daily management mission.To satisfy the preliminary project management and control as shifting to an earlier date three grades of responsible party's planning and development management methods of construction covering.For planning and development work provides the comprehensive IT application support, for management decision provides complementary support.Research customization by to project templet realizes standardization, standardization to the work of project prophase management; By to the definition of workflow, solidify business model, customized management flow process, realize to three grades of responsible partys Business Stream, examine the stream up/down perforation.
Beneficial effect:
Compared with prior art, the present invention has the following advantages;
1, supports for managerial decision provides information-based, by diversified statistical forms, icon, provide comparative analysis results multi-faceted, various dimensions, the preliminary project of administering is distributed open-and-shut control preliminary project progress at the homepage map; By setting up planning and development relevant knowledge, precipitation Optimization Experience, for managerial decision provides the information support, copy the planning and development managerial experience, improve the efficiency of management;
2, it is professional early stage to connect whole project, centered by preliminary project, serve as theme with project life cycle in early stage, realizes that the preliminary project management service is in the perforation of vertical and horizontal;
3, prophase management standardization, standardization by project templet customization, business approval flow custom, budget column template, trend of work column standard, thereby realize management standardization, standardization;
4, adopt concentrated the deployment, satisfy three grades of responsible partys and manage requirement concentratedly, based on the overall principle of " unified planning, pilot are used, progressively promoted ", avoid information-based overlapping investment, reduction informatization risk;
5, provide informationalized support to the key content in the previous work of planning and development project, ask for instructions such as preliminary project Economic Evaluation, project investment estimation, previous work dynamic management, previous work task, previous work etc.;
6, the supplemental support of information is provided for group company's planning and development, progressively forms the auxiliary supporting platform of group company's planning and development management decision.
Description of drawings
Fig. 1 is structural representation of the present invention.
Fig. 2 is that the provincial Committee of Development and Reform of the present invention approval of account just can be ground management flow chart.
Fig. 3 is that National Development and Reform Committee of the present invention approval of account just can be ground management flow chart.
Fig. 4 is that the provincial Committee of Development and Reform of the present invention approval of account can be ground management flow chart.
Fig. 5 is that National Development and Reform Committee of the present invention approval of account can be ground management flow chart.
Fig. 6 is that the provincial Committee of Development and Reform of the present invention approval of account is checked and approved management flow chart.
Fig. 7 is that National Development and Reform Committee of the present invention approval of account is checked and approved management flow chart.
Embodiment
In order to make technological means of the present invention, creation characteristic, workflow, using method reach purpose and effect is easy to understand, below further set forth the present invention.
Shown in Fig. 1 ~ 7, a kind of project planning and development management method in early stage, comprise project Life cycle in early stage, workflow engine technology, three grades of responsible partys, described project Life cycle in early stage comprises that just application for developing, project proposal report stage, project application for developing, project application declaration stage and project kickoff application stage for project investigation stage, project; Described workflow engine technology comprises that the project prophase management relates to approval process, described approval process need to customize according to institutional framework, executive condition etc., adopts the definition, backstage execution service, flow monitoring service and the standard application integrated interface that carry out approval process based on the workflow engine of WFMC (WFMC) standard; Described three grades of responsible partys comprise group company, branch office, project entity, and described project entity comprises that project is done in earlier stage, the project preparation place.
The described project investigation stage refers to that branch office carries out the project planning and development management work of in earlier stage investigating.
Described project just application for developing comprises: set up project preparation place, project preparation place to projects awaiting construction assess, the project preparation place obtains the supportive file of all kinds of governments, the project preparation place writes just application for developing of project.Just application for developing is by group company, branch office's audit for the project that the project preparation place writes, and the project that then reports the Committee of Development and Reform to examine is examined by the Committee of Development and Reform.
In earlier stage check and approve rank according to project, project just application for developing flow process is divided into the provincial Committee of Development and Reform and checks and approves with National Development and Reform Committee and check and approve two kinds;
Can grind management process at the beginning of the provincial Committee of Development and Reform approval of account: the project place of establishing holds the monographic study meeting according to the technical characteristics of project and carries out can grinding at the beginning of the technology, obtain to get the supporting document of government department, trust has qualification unit to carry out preliminary feasibility study, establishment preliminary feasibility study report, hold internal review by branch office interior examining carried out in the preliminary feasibility study report, interior examining by the provincial Committee of Development and Reform of rear newspaper, the provincial Committee of Development and Reform will hold special meeting audit preliminary feasibility report according to the project technical characteristic, check and approve by the rear project place of establishing and write project proposal, organize all departments that project proposal is assessed by planning and development section of group company, the reply of planning and development section of group company, the beginning project feasibility studies.
Can grind management process at the beginning of National Development and Reform Committee's approval of account: the project place of establishing holds the monographic study meeting according to the technical characteristics of project and carries out can grinding at the beginning of the technology, obtain to get the supporting document of government department, trust has qualification unit to carry out preliminary feasibility study, establishment preliminary feasibility study report, hold interior careful meeting by establishment officer of planning and development section of group company the preliminary feasibility report is carried out interior examining, in examine by after a Committee of Development and Reform of dedicating one's life to the cause of the country, National Development and Reform Committee will hold special meeting audit preliminary feasibility report according to the project technical characteristic, check and approve by the rear project place of establishing and write project proposal, organize all departments that project proposal is assessed by planning and development section of group company, the reply of planning and development section of group company, the beginning project feasibility studies.
Described project proposal reports the stage to write project proposal by the group company reply project place of establishing.
Described project application for developing comprises: set up project entity mechanism; Prove necessity, feasibility, the construction condition of project construction at the project preparation place; The project preparation place obtains the supportive file of all kinds of governments; The project preparation place carries out all kinds of seminars; The project preparation place writes the project application for developing.
The project application for developing that the project place of establishing writes is after branch office's audit, and the project that reports the Committee of Development and Reform to examine is carried out technological audit.
In earlier stage check and approve rank according to project, project application for developing management process is divided into the approval of the provincial Committee of Development and Reform and ratifies two kinds with National Development and Reform Committee:
Provincial Committee of Development and Reform approval of account can be ground management process: the project place of establishing carries out project feasibility studies, implement the project actual conditions, prioritization scheme, obtain the concrete supportive file of relevant departments, identify project investor and financing package, after the loan of obtaining investment agreement and commercial bank is formally promised to undertake file, the company of calling the score examines, reply is set up project entity's scheme by the establishment of the rear project place of establishing, set up the scheme is called the score after company's examination, submit to Human Resource Department of group company to put on record, project entity is specifically set up at the project place of establishing again, then project entity entrusts qualification unit to carry out feasibility study, form feasibility study report and submit branch office's audit to, agree that by planning and development section of group company submitting to the province Committee of Development and Reform checks and approves.
National Development and Reform Committee's approval of account can be ground management process: the project place of establishing carries out project feasibility studies, implement the project actual conditions, prioritization scheme, obtain the concrete supportive file of relevant departments, identify project investor and financing package, after the loan of obtaining investment agreement and commercial bank is formally promised to undertake file, the company of calling the score examines and the reply of planning and development section of group company, reply is set up project entity's scheme by the establishment of the rear project place of establishing, set up the scheme is called the score after company's examination, report again group company's reply, after project entity sets up, entrust qualification unit to carry out feasibility study, by establishment officer of planning and development section of group company feasibility study report is examined, a Committee of Development and Reform of dedicating one's life to the cause of the country again checks and approves.
The described project application declaration stage comprises that all kinds of specialist papers examine, the report of the project place of establishing establishment project application, and the project place of establishing establishment application paper reports the project of Committee of Development and Reform's examination, and trust relevant departments of the Committee of Development and Reform assess, and are checked and approved by the Committee of Development and Reform again.
In earlier stage check and approve rank according to project, project application and declaration stage management flow process are divided into the provincial Committee of Development and Reform and check and approve with National Development and Reform Committee and check and approve two flow processs:
Provincial Committee of Development and Reform approval of account is checked and approved management process: the report of the project place of establishing establishment project application, enclose dependent evaluation report and supportive file and submit branch office's internal evaluation to, assess branch office and submitted the project application report to the provincial Committee of Development and Reform, the provincial Committee of Development and Reform entrusts economizes engineering consulting research institute to project application report assessment, after economizing the finished item application paper assessment of engineering consulting research institute, form assessment report and send to branch office, branch office submits to system of project approval to declare to the provincial Committee of Development and Reform, the provincial Committee of Development and Reform comprehensively economizes engineering and seeks advice from graduate comments and the provincial relevant department suggestion basis and carry out system of project approval, branch office obtains the system of project approval suggestion, submit to planning and development section of group company to put on record, project kickoff is prepared at the project place of establishing.
National Development and Reform Committee's approval of account is checked and approved management process: the report of the project place of establishing establishment project application, enclose dependent evaluation report and supportive file and submit branch office's internal evaluation to, assess branch office and submitted the project application report to group company planning and development section, official communication company carried out the project evaluation during planning and development section of group company entrusted project application report submission National Development and Reform Committee, after the finished item application paper assessment of middle official communication company, form assessment report and send to planning and development section of group company, planning and development section of group company submits to system of project approval to declare to National Development and Reform Committee, consult on business valuation studies suggestion and the national departments concerned suggestion basis during National Development and Reform Committee is comprehensive and carry out system of project approval, assign the planning and development section to group company after checking and approving, group company assigns to branch office, and project kickoff is prepared at the project place of establishing.
The described project kickoff application stage comprises the group company reply project place of the establishing application paper that goes into operation, and project entity goes into operation.
The invention solves following technical matters:
1, adopts the thinking of standardized management and project-based management, run through the stages of project life cycle in early stage, contain a plurality of business fields such as target advance, expense, resource, benefit, risk, communication, realize the information system management to the project previous work;
2, the critical activity (such as project economics evaluation, project investment estimation etc.) to relating to project economics in the development projects previous work, informationalized support is provided, with accuracy, promptness, the science of this Improving Project economic analysis and project investment estimation, thereby guarantee the sustainable profit of planned project;
3, set up the planning and development information bank, follow the tracks of ruuning situation and the benefit situation of each planning and development project, by with the docking of the systems such as plan, engineering, finance, production, realization information feedback and closed loop management are for follow-up planning and development provides information support;
4, build that the planning and development department information exchanges and distribution platform, provide the file such as relevant policies, rules, information and information issue, browse and the management function such as inquiry, make things convenient for that planning and development relevant staff and managerial personnel share, searching and applying;
5, report the template realization to planning, the standardized management of previous work by preliminary project template, workflow template, the trend of work of formulating standard; Related data is made a report on according to standard by each branch office, project entity, and realization is managed from top to bottom, data management and control from bottom to top;
6, the supplemental support of information is provided for group company's planning and development, progressively forms the auxiliary supporting platform of company programming's development management decision-making;
7, progressively be connected with the infosystem of other business fields in other business departments and the project life cycle, become the important composition in the project life cycle.
More than show and described ultimate principle of the present invention, principal character and advantage of the present invention.The technician of the industry should understand; the present invention is not restricted to the described embodiments; that describes in above-described embodiment and the instructions just illustrates principle of the present invention; without departing from the spirit and scope of the present invention; the present invention also has various changes and modifications, and these changes and improvements all fall in the claimed scope of the invention.Claimed scope of the present invention is defined by appending claims and equivalent thereof.

Claims (3)

1. project planning and development management method in early stage, comprise project Life cycle in early stage, workflow engine technology, three grades of responsible partys, it is characterized in that: described project Life cycle in early stage comprises that just application for developing, project proposal report stage, project application for developing, project application declaration stage and project kickoff application stage for project investigation stage, project; Described workflow engine technology comprises that the project prophase management relates to approval process, described approval process need to customize according to institutional framework, executive condition etc., adopts the definition, backstage execution service, flow monitoring service and the standard application integrated interface that carry out approval process based on the workflow engine of WFMC standard; Described three grades of responsible partys comprise group company, branch office, project entity.
2. a kind of project planning and development management method in early stage according to claim 1 is characterized in that:
A, described project investigation stage refer to that branch office carries out the project planning and development management work of in earlier stage investigating;
B, described project just application for developing comprise:
1), set up the project preparation place,
2), the project preparation place assesses projects awaiting construction,
3), the project preparation place obtains the supportive file of all kinds of governments,
4), the project preparation place writes just application for developing of project,
Just application for developing is by group company, branch office's audit for the project that the project preparation place writes, and the project that then reports the Committee of Development and Reform to examine is examined by the Committee of Development and Reform;
C, described project proposal report the stage to write project proposal by the group company reply project place of establishing;
D, described project application for developing comprise:
1), set up project entity mechanism,
2), the project preparation place proves necessity, feasibility, the construction condition of project construction,
3), the project preparation place obtains the supportive file of all kinds of governments,
4), the project preparation place carries out all kinds of seminars,
5), the project preparation place writes the project application for developing,
The project application for developing that the project place of establishing writes is after branch office's audit, and the project that reports the Committee of Development and Reform to examine is carried out technological audit;
E, described project application declaration stage comprise that all kinds of specialist papers examine, the report of the project place of establishing establishment project application, the project place of establishing establishment application paper reports the project of Committee of Development and Reform's examination, and the Committee of Development and Reform entrusts relevant departments to assess, and is checked and approved by the Committee of Development and Reform again;
F, described project kickoff application stage comprise the group company reply project place of the establishing application paper that goes into operation, and project entity goes into operation.
3. a kind of project planning and development management method in early stage according to claim 1 and 2, it is characterized in that: described project entity comprises that project is done in earlier stage, the project preparation place.
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Cited By (6)

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CN104331779A (en) * 2014-11-21 2015-02-04 苏州天地微易智能科技有限公司 Development area construction project management system and method
CN104599004A (en) * 2013-10-31 2015-05-06 南京思润软件有限公司 Project management system based on C/S (Client/Server) structure
CN106897862A (en) * 2017-02-24 2017-06-27 国网山东省电力公司经济技术研究院 A kind of Electric Power Network Planning work in preliminary project stage progress and achievement managing and control system
CN107705098A (en) * 2017-10-31 2018-02-16 远光软件股份有限公司 Method of summary is worked out in financing plans
CN107886291A (en) * 2016-09-30 2018-04-06 优甸网络科技(上海)有限公司 Project mechanism is drafted in cooperation
CN109377106A (en) * 2018-12-06 2019-02-22 浪潮通用软件有限公司 A kind of operation flow implementation method based on pilot pattern

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Cited By (6)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
CN104599004A (en) * 2013-10-31 2015-05-06 南京思润软件有限公司 Project management system based on C/S (Client/Server) structure
CN104331779A (en) * 2014-11-21 2015-02-04 苏州天地微易智能科技有限公司 Development area construction project management system and method
CN107886291A (en) * 2016-09-30 2018-04-06 优甸网络科技(上海)有限公司 Project mechanism is drafted in cooperation
CN106897862A (en) * 2017-02-24 2017-06-27 国网山东省电力公司经济技术研究院 A kind of Electric Power Network Planning work in preliminary project stage progress and achievement managing and control system
CN107705098A (en) * 2017-10-31 2018-02-16 远光软件股份有限公司 Method of summary is worked out in financing plans
CN109377106A (en) * 2018-12-06 2019-02-22 浪潮通用软件有限公司 A kind of operation flow implementation method based on pilot pattern

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Application publication date: 20130116