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Putting the Project Pieces Together Project Planning Training

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Project Planning Training Project Planning Training Agenda Items Introduction Planning Process Planning Steps Templates/Tools & Techniques Evaluation Training Goals ... – PowerPoint PPT presentation

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Title: Putting the Project Pieces Together Project Planning Training


1
Putting the Project Pieces Together Project
Planning Training
  • Project Planning Training

2
Agenda Items
  • Introduction
  • Planning Process
  • Planning Steps
  • Templates/Tools Techniques
  • Evaluation

3
Training Goals
  • Understand
  • what planning is/is not
  • where and when to start
  • to adapt or tailor planning
  • shortening the planning time
  • what the project plan represents
  • process and supporting materials

4
Project Approach
Project Manager (marionette) vs.
Project Management Approach (participatory)
5
What it is and is not
Devising and maintaining a workable scheme to
accomplish the business need that the project was
undertaken to address.
  • It is the work plan, not the work.
  • It is a definition of needed work and resources

6
Where Planning Fits
Execute
Level of Activity
Plan
Close
Initiate
Control
Time
7
Planning Process Overview
Planning
Core Work Plans
Facilitating Control Plans
Integrated Project Plan
8
Planning Objectives
  • Agreements on
  • Scope
  • Objectives
  • Work activities
  • Estimates
  • Resources required
  • Roles responsibilities
  • How to change update the plan

9
Importance / Lessons
  • Straying from original goals,
  • Inadequate resourcing
  • Repetitive meetings - on what needs done
  • Frustration - poorly defined, communicated, and
    coordinated work activities
  • Issues not understood or related
  • Decisions repetitively re-opened or re-addressed

10
Input to Planning
  • Product Description
  • Project Charter
  • Historical Information
  • Organizational Policies
  • Constraints
  • Assumptions

11
Output From Planning
  • Project Plan
  • Updated Project Charter
  • Supporting Detail

12
Process Flexibility
  • On most projects
  • planning steps are the same
  • the time spent and outcomes are flexible

High Formality
Complex Project
Simple Project
Loose Formality
13
Formality is based on Complexities

TC 3 BC 5 Result - Potential High Complexity
(TC)
(BC)
14
(No Transcript)
15
Planning diagram, Integrated Project Plan
template.
16
4. Develop Project Scope
Work
  • All the work, and only the work required
  • Scope Statement - agreement of what is and is not
  • Includes
  • primary objectives (products/deliverables)
  • major deliverable milestones
  • assumptions
  • constraints
  • completion criteria

17
4. Change Management
Management of changes to the primary objectives
and major deliverables milestones.
The plan should include agreements of
  • . Change acceptance/expectations
  • . How changes will be evaluated
  • . How change will be managed

18
5. Define and Sequence Activities
  • Develop a Work Breakdown Structure(WBS)

define work activities to manage, create and
deliver the solution
  • Determine Dependencies (Sequencing)

19
Examples WBSs
20
Examples of Sequencing
21
6. Estimate Duration Determine Resource
Needs
  • Obtain initial estimate of likely duration for
    tasks

does not take into account the number of people
expected to perform the task.
  • For each task
  • - determine skills and resources

22
7. Determine How Quality will be Managed
How will quality assurance and control be
conducted?
  • Identify Quality Standards
  • Quality Assurance
  • Quality Control

Sometimes performed by a 3rd Party
23
8. Determine How to Meet Communication
Needs
  • The plan should determine
  • who needs what information
  • when will they need it
  • how will it be given to them
  • by whom
  • And determine how to
  • store, update, and disseminate information
  • close, file and archive information
  • update the comm. plan

See PMO Standard Directory Setup
24
9. Develop Schedule
determining start and finish dates for tasks and
assigning resources
25
Define - then schedule
26
Terminology - This is a schedule or Gantt chart,
not a WBS, not the project plan
27
10. Estimate Resource Costs
  • Develop cost estimates for
  • internal external labor (hrs,rates)
  • materials
  • supplies
  • contracts
  • special costs

refined during the course of the project
, definitive just prior to construction
Estimate
50 - 100 - 150
70 - 100 - 130
Definitive or - 20
80 - 100 - 120
28
11. Organize and Acquire Staff
29
12. Determine What to Procure and When
  • Procurement planning determines
  • whether, what, and how much,
  • how and when,
  • how to manage solicitations, selection, contract
    administration, and closeout

Actual solicitation is part of execution
  • Procurement documents
  • SOW - Statement of Work
  • RFP - Request for Proposal
  • Evaluation Criteria

30
13. Build Budget and Spending Plan
Budgeting involves assigning the cost estimates
to all the tasks creating a cost baseline.
31
14. Identify Risk Create Risk Response
Plan
  • Risk planning involves
  • identifying risks w/high effect and impact
  • planning for risk mitigation or contingency
  • Common sources of risk
  • Changes in requirements
  • Design errors and omissions
  • Roles and responsibilities misunderstood
  • Poor estimates or unsupported estimates
  • Insufficiently skilled staff
  • Impossible timeframes

32
15. Integrate the Plans
Previous steps are reiterated to create a
coherent plan.
  • for example
  • initial draft - reflects generic skills and
    duration
  • final plan - reflects specific resources and
    dates

33
Hardcopy Binders
PMO Project Management Guide
34
(No Transcript)
35
Thank you for your time
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