Project Financial Management - 10 Key Steps to Streamline Your Business

Over the past decade or so we have beenin-flight with no experience to deliver them.
constantly bombarded with news about privateInstead review your project spend and as in (2)
and public projects that have either deliveredconcentrate on adding value.
scope at well over the expected budget or had(5) Workforce development - up-skill their financial
to reduce scope to even come near to themanagement knowledge, develop staff in
original budget. Current thinking within projectleadership, health and safety, motivation etc - so
management methodologies only discuss thewhen you put a non-finance manager in charge of
financial aspects of a project at a high level,a large project, is it not about time they were
leaving the "student" without any real way ofgiven the financial know-how. Don't leave financial
working to greater understand the impact of theirmanagement to chance - develop your
decisions on the financial results of theworkforce.
programme. In turn, the business case(6) Break down the project into financially
development is usually given minimal time and is amanageable sections. Too many projects work on
rushed job in the end. Investing in the correctthe basis of a "pot of cash" - spend it as per the
people and time up front to review feasibility andbudget and if luck is with them, great! Instead
secondly the business case is a must to ensuretake the "pot" and break it down into manageable
the total on target delivery of a project.sections - mapped to your project structure, that
In the financial climate we are in, where budgetsway you can see where budgets are by
and costs are being cut, the time is now to"workstream" and what ones are over
ensure that whatever funding a company hasunderspending.
available, that they invest it wisely - to do that(7) "one point of contact accounting" - too many
you need to ensure that the project in the end -managers will lead to budget overspend - following
budget, costs and benefits are comprehensivelyon from (6) above - The overall programme
reviewed.manager is responsible for the budget in total, at
With this in mind - using the Pathfinder Projectthe same time each head of the projects parts
Management Methodology as a basis, below areshould then be responsible for managing their part
the 10 key steps to successful project financialof the budget. This leads to one finance manager
managementdealing with one project manager, ensuring a
(1) On new projects - invest time creatingconsistent relationship.
accurate feasibility studies and business cases, if(8) Deliver focused and meaningful financial
this is a rushed job - in the end the results willreporting to enable accurate decision-making. More
deliver overspends.is less - agree on what reporting is required from
(2) Review your project portfolio - are youthe project at the start and continuously improve
carrying out the correct projects, are they niceuntil it is what the project needs to manage the
to haves, are they being done for internal politicalprogramme of work. Because an accountant can
gain - ensure each business case is robust anddeliver 20 pages of analysis a month to each
adds value to the future of the firm - spend timeproject manager it does not mean that it's
using previous experienced individuals to reviewcorrect - save the trees - minimise the reporting
and re-review the business case.and improve the decision making.
(3) Concentrate reviews just as hard on the(9) Communication - have a strong relationship
benefits as the cost. In 80% of projects, oncebetween your project and finance manager.
they are in, nobody wants to go back and reviewFinance cannot be back office, they need to be
if they delivered as promised. So ensure from thepart of the project team and be seen to be so,
start of the project you continuously check thatand therefore open and honest communication
as well as costs being on budget, that changes tochannels lead to no surprises.
your project have not altered your benefits.(10) Finance should be made aware of all potential
(4) Cost cutting is not always the answer -risks / issues and a probable cost - if a problem
allocate resource to "added value" projects - inhas or may arise warn finance early, finance will
today's world cutting heads is a an easy shortbe limited to what they can do to assist "after
term fix, do not throw out the baby with thethe event".
bath water and leave the firm with projects