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2. How the project was set up - leadership and understanding


By Dr Mike Florence


This project was of major strategic importance for the organisation and was a scientific first for the

disease therapy. So, as with all projects, getting the objectives, scope, expectations correct was

essential. It helped having great scientists, science and leaders; Leaders that knew how to deliver great science through great project management.


Firstly, we held meetings with the sponsors and leaders to gain a first-hand understanding of their expectations and needs. This led to a draft ‘project brief’.


The expectation was very clear: to have a fully integrated, all functions, key CRO’s, CDMO’s as

MS project schedule that will show the critical path in enough detail to make confident and

prompt decisions.


With this information I could then refine the project brief and draft a charter and start conversations with the agreed team member. Especially clinical ops manager who had excellent experience, MS knowledge and communication skills.



A key part of the planning design was MS project

(not used by the organisation at this time) and that the structure had to be based on the Table of Contents (ToC) which is a standardized document structure, of 5 modules, that organizes and guides reviewers through the


information in a regulatory submission, such as a medical device or pharmaceutical application. The ToC structure really helped with consistency across the functions, provided a focus for the functions and allowed for ease of navigation and checking for interdependencies. As well as facilitating e-submission to regulatory authorities.


However, this ToC based schedule had never been done before in the organisation so there was

no reference or learning from previous projects. The team would need to build from scratch.


Building the Operations Team

The Operations team is the ‘engine room’ that drives the project forward. The team, with representatives of all the functions is a space for all the functional representatives to communicate, share and review the project status, any issues, risks and next steps.


As introduced with the graphic in the previous article (see below), we built a good ‘leadership environment’ for Operations team through 1:1’s to share expectations, roles, needs, as well as the charter and functional / cross functional deliverables.



This project had some of the best functional team members I have worked with: Expert in their

field, open communication, clear thinking, and trusted completely. We, individually, shared

expectations for the project, our roles and built some ‘principles’ for our work together.


  • Based on Table of Contents (ToC) as closely as possible

  • Ownership by the team and functions

    • Must be of use for the users.

    • Clear accountability at each level

  • Planning and control meetings in place to get interactive and cross functional review,

  • update and discussions.

  • Supporting tools – risk check, assumption check, decision & changes

  • Trust each other – always open communication, chat through links, ideas

  • Visual planning and interactive ‘team room’ – chat adds value! Logistics


With the leadership context set up with the Steering team and the Operations team together

with the project charter and roles, it was time to use the processes and tech. to build the

structure of the project schedule. This was achieved using a visual and collaborative approach.


The next article will show how we got the project schedule foundation structures correct and

reflecting the sponsors’ expectations and needs - coming soon!


Dr Mike Florence PhD, MBA

Coaching, Project Heath Checks, Improvements 

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