Project Board
Description
The Project Board is responsible for the overall direction, governance and assurance of the project. It ensures the project remains aligned with strategic objectives, delivers agreed benefits, and operates within approved tolerances for scope, time, cost, quality, risk and benefits.
The Client Board should be appointed by the approving authority (delegated to SRO); they are governed by and should be reportable to the UMB, or UMB Sub-Committee, via the agreed Programme Board agenda and the monthly highlight report produced.
Terms of Reference
The Project Board has the authority to:
- Approve the project business case and key plans
- Make decisions on changes to scope and budget outside approved tolerances or escalate them to the sponsoring authority where required (Operations & Infrastructure Committee, University Management Board, Property & Finance Committee)
- Authorise progression between project stages
- Resolve escalated issues and risks
- Stop or pause the project if it is no longer viable
Reporting & Escalation
The Project Board reports to:
- Chief Operating Officer, Operations & Infrastructure Committee, University Management Board, Property & Finance Committee
Escalation occurs when:
- Tolerances are forecast to be exceeded
- Strategic, financial or reputational risks arise
- Decisions exceed the Board's delegated authority
Confidentiality & Conflicts of Interest
Members must:
- Treat all project information as confidential unless authorised
- Declare any actual or perceived conflicts of interest
Standing Agenda Items
| Item | Description | Lead |
|---|---|---|
| Actions from previous meeting | Review of action items and follow-up on any outstanding issues | Chair |
| Highlight report | Summary of project progress and discussion | Project Manager / Senior Supplier |
| Financial status | Review latest project forecast. Identify potential over or underspends and consider options to address these | Project Manager / Cost Consultant |
| Change requests | Review and approve major change requests or escalate them to the sponsoring authority where required (Operations & Infrastructure Committee, University Management Board, Property & Finance Committee) | Project Manager |
| Risks & issues | Review project risks and issues. Identify and agree mitigating actions where appropriate | Project Manager / Cost Consultant |
| Decisions required and confirmation of offline decisions | Review any other decisions (including offline decisions where relevant) | Chair |
| Any other business | Opportunity for members to raise additional topics or concerns. Discussion of any items not covered in the formal agenda | Chair |
Engagement
At the start of Project Feasibility, the Project Manager is responsible for compiling a list of proposed membership for the Project Board. This will be reviewed and agreed by Capital Projects Programme Manager and/or Director of Projects Delivery.
The Project Board typically consists of:
- Executive Lead
- Senior Responsible Owner (SRO) (Chair)
- Project Director - Director of Projects Delivery
- Capital Projects Programme Manager
- User Coordinator
- Senior Supplier - Projects Delivery Lead
- Project Manager (internal and/or external)
- Finance Lead
- Cost Consultant
- Director of Relevant Campus or Delegate
Additional members may include
- Director of Hospitality, Residential and Property Services
- Strategic Master Planning
- Change Lead
- Communications Lead
- ICT Lead
- Building Manager
- Central and/or Departmental Timetabling
- Space Management
- Branding
- Events Representative
- Catering Representative
- Others as required
Roles and Responsibilities
| Role | Responsibilities |
|---|---|
| Project Board (Collectively) |
|
| Chair (Project SRO) |
|
| Executive Lead |
|
| Project Manager |
|
Meeting Frequency
Frequency and Timeline
The meeting will be held every month, additional meetings may be scheduled if urgent issues arise or at critical points that require the attention of the Project Board. Some decisions can be made offline if required.
Communication
Two working days prior to each meeting, the Project Manager will provide any relevant meetings documentation to the members of the Project Board.
During the meeting, the Project Manager will record the meeting and capture actions.
After each meeting, the Project Manager will circulate minutes and actions to the Project Board Membership within the agreed timeframe.
Approvals and Compliance Review
The Project Board is accountable for:
- Strategic alignment and continued business justification
- Project governance and decision-making
- Stakeholder oversight and executive sponsorship
- Risk issues and dependency oversight
- Benefits realisation (during and after delivery, as applicable)
- Compliance with organisational policies and standards
Decision Making
- Decisions should be made by consensus where possible
- If consensus cannot be reached, the Chair has the final decision
- Decisions and rationale must be documented
Forms and Links
- Minutes and actions from the previous meeting
- Project Highlight Report: PM21 Project Report
- Project Risk Register: PM17 Risk Register
- Project Financial Forecast: F02 Cost Analysis
- Change Control (Inside Budget): F04a Change Control (Inside Budget)
- Change Control (Outside Budget): F04b Change Control