project planning and project work plan

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The slides provides an overview on the planning phase of the project plan development. It also provides an introduction on the contents and forms of a project work plan

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Page 1: Project planning and project work plan

Project Planning and Project Work

PlanPresented by:

Ferdinand C. ImportadoDBA 744 – Project Planning, Development and Evaluation

October 7, 2012

Page 2: Project planning and project work plan

Project process

A process is a series of actions bringing about a result

Project management processes

Describing and organizing the work of the project

Product-oriented processes

Specifying and creating the project product

Page 3: Project planning and project work plan

What is planning?Planning is the process of stating objectives and then determining the most effective activities or accomplishments necessary to reach the objectives

Page 4: Project planning and project work plan

Who makes the plans?

Everybody must plan

Project manager initiate the planning process

Project manager coordinates planning activities into the overall project master plan

Page 5: Project planning and project work plan

Characteristics of a project planner

Flexible Creative Responsive

Communicative Analytic

Page 6: Project planning and project work plan

Planning process

Devising and maintaining a workable scheme to accomplish the business need that the project was undertaken to address

Page 7: Project planning and project work plan

Project integration management

Page 8: Project planning and project work plan

Project integration management

This involves coordinating all of the other project management knowledge areas throughout the project’s life cycle. This integration ensures that all the elements of a project come together at the right times to complete a project successfully.

Page 9: Project planning and project work plan

Project integration management

Project Integration Management

Project plan development

Project plan execution

Overall change control

Page 10: Project planning and project work plan

Project integration management

Initiating

Planning

Executing

Monitoring & Controlling

Closing

Develop project charterDevelop primary project scope statement

Develop project management plan

Direct and manage project execution

Monitor and control project workIntegrate change control

Close project

Page 11: Project planning and project work plan

Core processes

Page 12: Project planning and project work plan

Facilitating processes

Page 13: Project planning and project work plan

Planning process

Core processes

• Scope planning• Scope definition• Activity definition• Activity sequencing• Activity duration estimating• Schedule development• Resource planning• Cost estimating• Cost budgeting• Project plan development

Facilitating processes

• Quality planning• Organizational planning• Staff acquisition• Communication planning• Risk identification• Risk quantification• Risk response development• Procurement planning• Solicitation planning

Page 14: Project planning and project work plan

Core processes

• Scope planning – developing a written scope statement as a basis for future project decisions

• Scope definition – subdividing the major project deliverables into smaller and more manageable components

Page 15: Project planning and project work plan

Core processes

• Activity definition – identifying the specific activities that must be performed to produce the various project deliverables

• Activity sequencing – identifying and documenting interactivity dependencies

Page 16: Project planning and project work plan

Core processes• Activity duration estimating –

estimating the number of work period which will be needed to complete individual activities

• Schedule development – analyzing activity sequences, activity durations and resource requirements to create the project schedule

Page 17: Project planning and project work plan

Core processes

• Resource planning – determining what resources and what quantities

• Cost estimating – developing an approximation of the costs of the resources• Cost budgeting –

allocating the overall cost estimate to individual work items

Page 18: Project planning and project work plan

Core processes

• Project plan development – taking the results of other planning processes and putting them into a consistent and coherent document

Page 19: Project planning and project work plan

Facilitating processes

• Quality planning – identifying which quality standards are relevant to the project and determining how to satisfy them

• Organizational planning – identifying, documenting and assigning project roles, responsibilities and reporting relationships

Page 20: Project planning and project work plan

Facilitating processes

• Staff acquisition – getting the human resources needed assigned to and working on the project

• Communication planning – determining the information and communication needs of the stakeholders; who needs what information, when will they need it, and how it will be given to them

Page 21: Project planning and project work plan

Facilitating processes

• Risk identification – determining which risks are likely to affect the project and documenting the characteristics of each

• Risk quantification – evaluating risks and risks interactions to assess the range of possible project outcome

• Risk response development – defining enhancement steps for opportunities and responses to threat

Page 22: Project planning and project work plan

Facilitating processes

• Procurement planning – determining what to procure and when

• Solicitation planning – documenting product requirements and identifying potential sources

Page 23: Project planning and project work plan

Dimensions of project plan development

Project plan development

Inputs Tools and techniques Output

• Other planning outputs

• Historical information

• Organizational policies

• Constraints• Assumptions

• Project planning methodology

• Stakeholder skills and knowledge

• Project management information system

• Project plan• Supporting

detail

Page 24: Project planning and project work plan

Inputs to project plan development

• Other planning outputs – includes all of the outputs derived from the core and facilitating processes as well as the work breakdown structure and supporting details

• Historical information – includes all available historical information to assist in verifying assumptions and assessing alternatives that are identified as part of this process

Page 25: Project planning and project work plan

Inputs to project plan development

• Organizational policies – formal and informal policies that includes but are not limited to:– Quality management– Personnel administration – Financial controls

• Constraints – factors that will limit the project management team’s options• Assumptions – factors that are considered as

true, real or certain but involves risk

Page 26: Project planning and project work plan

Tools and techniques for project plan development

Project planning methodology

• Structured approach used to guide the project team during development of the project plan

Stakeholder skills and

knowledge• Tapping

stakeholders or other professionals for their contributions in the project

PMIS

• Gather, integrate, and disseminate inputs of the other project management projects

Page 27: Project planning and project work plan

Project plan and project planning

A formal, approved documents used to guide both project execution and project control

The processes involved in the development of a project plan

Page 28: Project planning and project work plan

Uses of project plan Guide project execution Document project planning

assumptions

Document project planning decisions

Facilitate communication

Define key management reviews Provide a baseline for progress

measurement and control

Page 29: Project planning and project work plan

Purpose of project planning

Directing

ObjectivesGoalsSpecial influencesConstraints on the project scope

Page 30: Project planning and project work plan

Purpose of project planning

Identifying

ActionsRisksResponsibilities

Page 31: Project planning and project work plan

Purpose of project planning

Guiding

Identification of required activitiesEstablishing workable procedures

Page 32: Project planning and project work plan

Purpose of project planning

Preparing

Flexibility to adapt to changesRetain the qualities of integrity and durability

Page 33: Project planning and project work plan

Elements of a project plan

Project summary An executive summary that can be easily absorbed by high-level executives within a few minutes that typically identifies:– Objectives– Goals– Constraints

Page 34: Project planning and project work plan

Elements of a project plan

Specifications

Work Statement

Define the characteristics and the performance goals for the final end product

Tells the contractor what is desired, or what exactly the contractor proposes to do

Page 35: Project planning and project work plan

Elements of a project plan

Interrelates all tasks on a common time scale including:– Names of the tasks and

work packages listed in the WBS

– Names of the persons responsible for each task

– Expected duration of each task

– Due date of each task

Master Schedule

Page 36: Project planning and project work plan

Elements of a project plan

Covers the rules and practices to be observed during the project

Provides the project manager with cost, schedule and performance status

Procedures Guide

Budgets and Cost Control System

Page 37: Project planning and project work plan

Elements of a project plan

Activity / Event / Network Plan

Materials and Equipment Forecast

Representation of how the project activities and events progress

Includes procurement and management of materials and equipment that starts with the documentation of what materials and equipments are needed

Page 38: Project planning and project work plan

Elements of a project plan

Indicates which organizational units and which key personnel are involved in the process of completing each task of the project

Cross-Impact Matrix

Page 39: Project planning and project work plan

Elements of a project plan

Project Organizational Plan

• Indicates breakdown of major project responsibilities• Who is specifically

responsible for each project subsystem and task• Establish key

responsibilities

Page 40: Project planning and project work plan

Elements of a project plan

Management Plan It should describe how management will conduct and monitor the project that includes:– Corporate organizational

charts– Statements of authority

and responsibility– Information and control

systems– Top management plan

of attack

Page 41: Project planning and project work plan

Elements of a project plan

This includes the labor resource requirements and organization that will establish key responsibilities, numbers and qualifications

Project Plan Personnel

Page 42: Project planning and project work plan

Elements of a project plan

Reporting and Review Procedure

It includes an early assessment of required reports, meetings, presentations and project documents to determine those contributing to the overall or individual activity performance

Page 43: Project planning and project work plan

Other elements of a project plan

• Financial plan• Contingency

analysis• Logistics support

plan• Facilities

requirement plan• Market intelligence

plan

• Quality assurance plan

• Configuration management plan

• Security plan• Test plan• Production plan• Make or buy plan• Procurement plan• Training plan

Page 44: Project planning and project work plan

References:

Cleland, D. I., Ireland, L. P. (2007). Project Management: Strategic Design and Implementation (5th edition). McGraw Hill.

Michael, S. B. (1980). Project Planning. In L. C. Stuckenbruck (Ed.) The Implementation of Project Management: The Professional Handbook. (pp. 95 – 117). Addison-Wesley Publishing Company.

PMI Standards Committee (1987). A Guide to the Project Management Body of Knowledge (1996). Project Management Institute.

Schwalbe, K. (2007). Information Technology Project Management (5th edition). Cengage Learning Asia, Pte Ltd.