3 steps to a more effective work plan
DESCRIPTION
1. 3 Steps to a More Effective Work Plan (for your next #project) Based on the expert insights of Kevin Korterud, Accenture, originally shared on PMI’s Voices on Project Management blog. 2. "No battle plan survives contact with the enemy." -Colin Powell 3. You can dramatically reduce the gap between plan and reality by taking 3 simple steps. 4. STEP 1: Design the work plan around the project goal. 5. What is the project goal? 6. Do you want to: 7. Implement a new process across teams? 8. Develop a new project or feature? 9. Manage a large scale event? 10. Define the desired outcome as specifically as possible so you keep your eye on the prize. 11. Task completion Orchestration of resources Some possible outcomes may be defined as: Task completion, Orchestration of resources, or Creation of deliverables. 12. Why does this matter? 13. If your project objective is to implement a newly defined process across multiple teams… 14. then team acceptance is the critical component to success. So, organize the work plan around teams and their needs, not around the process itself. 15. Makes sense, right? 16. STEP 2: Measure what you need to know. No more, no less. 17. For simpler projects, a straightforward percent complete scheme is great for measuring progress. 18. For more complex projects use: 19. Gantt charts (that show dependencies) 20. Resource management dashboard (to show and allocate team availability) 21. $ Earned value tracking (to ensure precise measurement of progress) 22. This keeps your reports clean, straightforward, and relevant. 23. STEP 3: Practice resource management. 24. Projects are powered by people. 25. So tracking team availability is critical to sticking to the work plan. 26. Project A requires 30 people, only 18 people are available, so your project will be late. 27. Avoid resource shortfalls; schedule a fixed time commitment for each person you will need on the team. 28. This ensures you will have the right people to complete the work plan on time and on budget. 29. Good resource management tools show you who’s busy, who’s not, and help you reallocate resources accordingly. 30. Conclusion: Elements of an effective work plan are 1. Align the work plan to the project goal. 2. Match reporting complexity to project scope. 3. Use resource management for team scheduling. Thank you to Kevin Korterud of Accenture & PMI’s Voices blog for sharing these insights. 31. Join the millions of project managers who use Smartsheet’s powerful, flexible online spreadsheets to keep projects on task and on time. www.smartsheet.com @Smartsheet #projectmanagementTRANSCRIPT
![Page 1: 3 Steps to a More Effective Work Plan](https://reader034.vdocuments.net/reader034/viewer/2022051815/53ea222e8d7f7289708b4ff7/html5/thumbnails/1.jpg)
Follow Us:
3 Steps to a More Effective Work Plan
(for your next #project)
Based on the expert insights of Kevin Korterud, Accenture, originally shared on PMI’s Voices on Project Management blog.
presented by
![Page 2: 3 Steps to a More Effective Work Plan](https://reader034.vdocuments.net/reader034/viewer/2022051815/53ea222e8d7f7289708b4ff7/html5/thumbnails/2.jpg)
Follow Us:
No battle plan survivescontact with the enemy.
Colin Powell
![Page 3: 3 Steps to a More Effective Work Plan](https://reader034.vdocuments.net/reader034/viewer/2022051815/53ea222e8d7f7289708b4ff7/html5/thumbnails/3.jpg)
Follow Us:
You can dramatically reduce the g a p
between plan and reality by taking 3 simple steps:
![Page 4: 3 Steps to a More Effective Work Plan](https://reader034.vdocuments.net/reader034/viewer/2022051815/53ea222e8d7f7289708b4ff7/html5/thumbnails/4.jpg)
Follow Us:
STEP 1
Design the work plan around the
project goal.
![Page 5: 3 Steps to a More Effective Work Plan](https://reader034.vdocuments.net/reader034/viewer/2022051815/53ea222e8d7f7289708b4ff7/html5/thumbnails/5.jpg)
Follow Us:
What is the project goal?
![Page 6: 3 Steps to a More Effective Work Plan](https://reader034.vdocuments.net/reader034/viewer/2022051815/53ea222e8d7f7289708b4ff7/html5/thumbnails/6.jpg)
Do you want to:
Follow Us:
![Page 7: 3 Steps to a More Effective Work Plan](https://reader034.vdocuments.net/reader034/viewer/2022051815/53ea222e8d7f7289708b4ff7/html5/thumbnails/7.jpg)
Follow Us:
Implement a new process across teams?
![Page 8: 3 Steps to a More Effective Work Plan](https://reader034.vdocuments.net/reader034/viewer/2022051815/53ea222e8d7f7289708b4ff7/html5/thumbnails/8.jpg)
Follow Us:
Develop a new project or feature?
![Page 9: 3 Steps to a More Effective Work Plan](https://reader034.vdocuments.net/reader034/viewer/2022051815/53ea222e8d7f7289708b4ff7/html5/thumbnails/9.jpg)
Follow Us:
Manage a large scale event?
![Page 10: 3 Steps to a More Effective Work Plan](https://reader034.vdocuments.net/reader034/viewer/2022051815/53ea222e8d7f7289708b4ff7/html5/thumbnails/10.jpg)
Follow Us:
Define the desired outcome as specifically as
possible so you keep your eye on the prize.
![Page 11: 3 Steps to a More Effective Work Plan](https://reader034.vdocuments.net/reader034/viewer/2022051815/53ea222e8d7f7289708b4ff7/html5/thumbnails/11.jpg)
Follow Us:
Taskcompletion
Orchestrationof resources
Creation ofdeliverables
Some possible outcomes may be defined as:
![Page 12: 3 Steps to a More Effective Work Plan](https://reader034.vdocuments.net/reader034/viewer/2022051815/53ea222e8d7f7289708b4ff7/html5/thumbnails/12.jpg)
Follow Us:
Why does this matter?
![Page 13: 3 Steps to a More Effective Work Plan](https://reader034.vdocuments.net/reader034/viewer/2022051815/53ea222e8d7f7289708b4ff7/html5/thumbnails/13.jpg)
If your project objective is to implement a newly defined process across multiple teams…
Follow Us:
![Page 14: 3 Steps to a More Effective Work Plan](https://reader034.vdocuments.net/reader034/viewer/2022051815/53ea222e8d7f7289708b4ff7/html5/thumbnails/14.jpg)
Follow Us:
then team acceptance is the critical component to success.
So, organize the work plan around teams and their needs,not around the process itself.
![Page 15: 3 Steps to a More Effective Work Plan](https://reader034.vdocuments.net/reader034/viewer/2022051815/53ea222e8d7f7289708b4ff7/html5/thumbnails/15.jpg)
Follow Us:
Makes sense, right?
![Page 16: 3 Steps to a More Effective Work Plan](https://reader034.vdocuments.net/reader034/viewer/2022051815/53ea222e8d7f7289708b4ff7/html5/thumbnails/16.jpg)
STEP 2
Measure what you need to know.No more, no less.
Follow Us:
![Page 17: 3 Steps to a More Effective Work Plan](https://reader034.vdocuments.net/reader034/viewer/2022051815/53ea222e8d7f7289708b4ff7/html5/thumbnails/17.jpg)
Follow Us:
For simpler projects, a straightforward percent complete scheme is great for measuring progress.
![Page 18: 3 Steps to a More Effective Work Plan](https://reader034.vdocuments.net/reader034/viewer/2022051815/53ea222e8d7f7289708b4ff7/html5/thumbnails/18.jpg)
For more complex projects use:
Follow Us:
![Page 19: 3 Steps to a More Effective Work Plan](https://reader034.vdocuments.net/reader034/viewer/2022051815/53ea222e8d7f7289708b4ff7/html5/thumbnails/19.jpg)
Gantt charts(that show dependencies)
Follow Us:
![Page 20: 3 Steps to a More Effective Work Plan](https://reader034.vdocuments.net/reader034/viewer/2022051815/53ea222e8d7f7289708b4ff7/html5/thumbnails/20.jpg)
Resource management dashboard(to show and allocate team availability)
Follow Us:
![Page 21: 3 Steps to a More Effective Work Plan](https://reader034.vdocuments.net/reader034/viewer/2022051815/53ea222e8d7f7289708b4ff7/html5/thumbnails/21.jpg)
Earned value tracking (to ensure precise measurement of progress)
Follow Us:
$
![Page 22: 3 Steps to a More Effective Work Plan](https://reader034.vdocuments.net/reader034/viewer/2022051815/53ea222e8d7f7289708b4ff7/html5/thumbnails/22.jpg)
This keeps your reports clean, straightforward, and relevant.
Follow Us:
![Page 23: 3 Steps to a More Effective Work Plan](https://reader034.vdocuments.net/reader034/viewer/2022051815/53ea222e8d7f7289708b4ff7/html5/thumbnails/23.jpg)
STEP 3
Practiceresource
management.
Follow Us:
![Page 24: 3 Steps to a More Effective Work Plan](https://reader034.vdocuments.net/reader034/viewer/2022051815/53ea222e8d7f7289708b4ff7/html5/thumbnails/24.jpg)
Projects are powered by people.
Follow Us:
![Page 25: 3 Steps to a More Effective Work Plan](https://reader034.vdocuments.net/reader034/viewer/2022051815/53ea222e8d7f7289708b4ff7/html5/thumbnails/25.jpg)
So tracking team availability is critical to sticking to the work plan.
Follow Us:
![Page 26: 3 Steps to a More Effective Work Plan](https://reader034.vdocuments.net/reader034/viewer/2022051815/53ea222e8d7f7289708b4ff7/html5/thumbnails/26.jpg)
Your project will be late.
Follow Us:
{ } Only 18 people are available
requires 30 people
Project A
![Page 27: 3 Steps to a More Effective Work Plan](https://reader034.vdocuments.net/reader034/viewer/2022051815/53ea222e8d7f7289708b4ff7/html5/thumbnails/27.jpg)
Avoid resource shortfalls;schedule a fixed time commitment for
each person you will need on the team.
Follow Us:
![Page 28: 3 Steps to a More Effective Work Plan](https://reader034.vdocuments.net/reader034/viewer/2022051815/53ea222e8d7f7289708b4ff7/html5/thumbnails/28.jpg)
This ensures you will have the right people to complete the work plan on time and on budget.
Follow Us:
![Page 29: 3 Steps to a More Effective Work Plan](https://reader034.vdocuments.net/reader034/viewer/2022051815/53ea222e8d7f7289708b4ff7/html5/thumbnails/29.jpg)
Good resource management tools show you who’s busy, who’s not, and help you
reallocate resources accordingly.
Follow Us:
![Page 30: 3 Steps to a More Effective Work Plan](https://reader034.vdocuments.net/reader034/viewer/2022051815/53ea222e8d7f7289708b4ff7/html5/thumbnails/30.jpg)
ConclusionElements of an e�ective work plan
1. Align the work plan to the project goal.
2. Match reporting complexity to project scope.
3. Use resource management for team scheduling.
Follow Us:
Thank you to Kevin Korterud of Accenture & PMI’s Voices blog for sharing these insights.
![Page 31: 3 Steps to a More Effective Work Plan](https://reader034.vdocuments.net/reader034/viewer/2022051815/53ea222e8d7f7289708b4ff7/html5/thumbnails/31.jpg)
Follow Us:
Join the millions of project managers who use Smartsheet’s powerful, flexible online spreadsheets
to keep projects on task and on time.
www.smartsheet.com@Smartsheet
#projectmanagement