Professional Documents
Culture Documents
Planning
Agenda
Definition
Planning Steps
Definition
In simple terms - think out; prepare
Applying “Conscious
knowledge”
Domain Information
• cost,
• quality
• risks
Helps to avoid
• conflict
• ambiguity
• duplication of efforts
Project Approach
Person specific
vs.
Participative
Process Groups –
PMI view
Initiate Plan
Control Execute
Close
IPECC
What it is and is
not
Initiate Plan Execut Contro Clos
e l e
Work activities
Estimates
Resources required
Execute
Level of Activity
Plan
Close
Initiate Control
Start Finish
Time
Input to Planning
Product Description
Project Charter / Definition
Historical Information
Organizational Policies
Constraints
Assumptions
Process Flexibility
On most projects:
planning steps are the same
the time spent and outcomes
High Formality
are flexible
Complex Simple
Project Project
Loose Formality
Formality is based on
Complexities
TC = 3
(TC)
BC = 5
Result -
Potential
High (BC)
Complexity
Output From Planning
Project Plan
Updated Project Charter
Supporting Detail
Project Management –
PMI View
Risk
Scop Time
e
HR
m u n ica
Com
tion
Qualit Cost
y
n
tio
ra
e
Pro c u re m
(Plannin
eg
nt
Int
g steps)
Planning diagram,
Integrated Project
Plan template.
4.
4. Determine how
Develop Project Scope changes will be
(Scope Statement) managed
(Change Mgmt Plan)
5. 7.
Define and Sequence Determine how Quality
Activities will be Managed
(WBS) (Quality Mgmt Plan)
6.
Estimate Activity 8.
Durations & Determine Determine how to meet
Resource Needs communication needs
(WBS) (Communication Plan)
11. 12.
9. 10. Determine what to
Organize and Aquire
Develop Schedule Estimate Resource Procure and when
Staff
(Schedule) Costs (Procurement Plan &
(Organization Plan)
SOWs)
13. 14.
Build budget and Identify Risk & Create
spending plan Risk Response Plan
(Cost Mgmt Plan) (Risk Mgmt Plan)
15.
Integrated the Plans
(Integrated Project
Plan)
Work
4. Develop Project
Scope
All the work, and only the work
required
Scope Statement - agreement of what
is and is not
Includes:
• primary objectives
(products/deliverables)
Some may be cut
and
• major deliverable pasted from the
milestones
• assumptions product description
• constraints or charter.
• completion criteria
4. Change Management
Management of changes to the primary
objectives and major deliverables
milestones.
Structure(WBS)
define work activities to Project
DetermineDependencies
•
(Sequencing)
determine the order of Assess Current
System
work activities or Review
Scope
Determine&
ReviewGAPS
Adjust
Requirements
dependencies AnalyzeNew
Requirements
Examples WBS’s
Example-WBS/How? 1 MANAGEMENT
Hierarchy Diagram Format
Task Sequencing
Past experiences on developing the
schedule
“Constant” factors in use
Calendar – Organization, Resource
Productivity Levels
Matching the expectations
r October November Decem ber Janua
T ask Nam e 9/10 9/17 9/24 10/1 10/8 10/15 10/22 10/29 11/5 11/12 11/19 11/26 12/3 12/10 12/17 12/24 12/31
Initiate
Product Description & Benefits
Charter
Project Proposal Approved 9/18
Plan
Scope Statement
Work Plan
Contract/Procurement Plan
QA Plan
Risk Plan
Project Plans Approved 9/27
Execute
Requirements
Analysis
Design
Coding
Testing
Maintenance
Controls
Status Reporting
Change Management
Communication Mgmt
Closing
Evaluation
Maintenance Turn-over
Terminology -
This is a schedule or Gantt chart,
not a WBS, not the project plan
10. Estimate
Resource Costs
Develop cost estimates for:
•internal & external labor
(hrs,rates) refined during the
•materials course of the project ,
definitive just prior
•supplies
to construction
•contracts
ROM + or -
50%
Intermediate +
or - 30%
Definitive + or
- 20%
11. Organize and Acquire
Staff P o lic y a n d P r a c t ic e
T e a m ( S te e r in g
C o m m itte e )
K r is te n D u u s M a u r e e n C a s t e r lin e
O IS O v e r s ig h t B u s in e s s S p o n s o r
D e b ra H e r rli
P r o je c t M a n a g e r
(1 0 0 % )
B r y a n N e a ly T in a S e s h a d ri P e te H a le
S y s te m T e c h n ic a l A p p lic a tio n
A rc h ite c tu re T e a m R e s o u rc e (a s D e v e lo p m e n t T e a m
L e a d (5 0 % ) needed) L e a d (1 0 0 % )
1 C o n tra c t S y s te m s
4 B u s in e s s 3 C o n tra c t
In te g r a tio n /
A n a ly s ts D e v e lo p e rs
D a ta b a s e
D e v e lo p e r
12. Determine What to
Procure and When
Procurement planning determines:
•whether, what, and how much,
Actual solicitation
•how and when, is part of execution
•how to manage solicitations,
selection, contract administration,
and closeout
Procurement documents:
•SOW - Statement of Work
•RFP - Request for
Proposal
•Evaluation Criteria
13. Build Budget and
Spending Plan
Budgeting involves assigning the cost estimates
to all the tasks creating a cost baseline.
14. Identify Risk & Create
Risk Response Plan
Risk planning involves:
•identifyingrisks w/high effect and impact
•planning for risk mitigation or
contingency
Common sources of risk:
•Changes in requirements
•Design errors and omissions
for example:
•initial draft - reflects generic skills and duration
•final plan - reflects specific resources and dates
Importance /
Lessons