TRAINING

Training: Planning and Monitoring

confidential
CONTENT

• Part 1 –Basics of project planning and monitoring

• Part 2 – Examples

• Part 3 – Best practices

Copyright ©2017 ShARE. All Rights Reserved 2

Starting a project plan
Answer the four questions: What? Who? When? And How? And you have the key elements of
your project plan

• What? –Rephrase the issue statement

⎼ Break it down into sub-issues
⎼ Clarify the scope (what is in?, what is out?)
⎼ Identify the deliverables – be specific
• Who? – Identify the team
⎼ The team size depends on the scope of work and the deliverables
⎼ Normally you will first identify workstreams and then decide the number of people you need
• When? – Project timeline
⎼ Develop a timeline for completion of the work in consultation with the client
⎼ Agree on any iterim deliverables or meetings
• How?-Methodology
⎼ Outline your approach at a high level and identify unknowns in the process

Copyright ©2017 ShARE. All Rights Reserved 3

Elements of a project plan

• Client Meetings
⎼ Kick-off Meeting: Review and align on the project plan and introduce teams
⎼ Review Meetings: Scheduled throughout the engagement
⎼ Final meeting: Meeting where the final deliverable is reviewed with the client
• Internal meetings
⎼ There should be at least a weekly touchbase with the team to assess the progress of each of
the workstreams
• Workstreams
⎼ Each sub-issue typically corresponds to a workstream
⎼ A workstream ismade up on an analysis or series of analyses that together help answer part of
the overall issue in the study
⎼ Each workstream typically has 1 owner

Copyright ©2017 ShARE. All Rights Reserved 4

CONTENT

• Part 1 –Basics of project planning and monitoring

• Part 2 – Examples

• Part 3 – Best practices

Copyright ©2017 ShARE. All Rights Reserved 5

The PROJECT team

ShARE

•Sebastien Frendo
Corporate
Partner
Partner -Former BCG consultant
-Former Director of Strategy for
Tony Blair Institute in Africa

Joel Burgos
-Former McKinsey consultant
Project lead -Former Director of Strategy for
large US healthcare payor

Analysts

Kartikayan Kritika Samarth Priya

Sharma IIM Bangalore Gubrele Modi
IIT Delhi IIT Roorke IIM Indore

Copyright ©2017 ShARE. All Rights Reserved 6

 Project Plan

June July August September

w4 w1 w2 w3 w4 w1 w2 w3 w4 w1 w2 w3 w4

Summer holiday
Project preparation for SF and JB

Project time line

July 9th RM 1 RM 2 RM 3 Sept 26th

Output 1 – Market assessment (Demand)

-Size of market
-Split by application

Output 2 – Players in the market (Supply)

-Production and market share
-Differentiation

Output 3– Implications for future

-Products
-Potential market/customers

Copyright ©2017 ShARE. All Rights Reserved 7

 Output 1 (Market-Demand)

Sub-outputs Scope

1. General market • Geography: India

- General market trends • Products
- Size of Indian market - Product A
- Product B
- Product C
2. Volume of internal and External sales - Exclude Products E-F

• Applications
3. Split of the market: internal vs external - Interior
application: - Exterior

4. Trends for future evolution for each segment

Methodology
• Literature review and desk research
• Interview of 5-10 customers/ buyers/ traders
5. Distribution by segment by type of user (i.e. X%
residential) • Interview of 2-3 market analysts
• Develop market model as necessary

Note: Class A refers to high density boards primarily for external use; Class B to low/medium density for internal use only

8/
Copyright ©2017 ShARE. All Rights Reserved 8
Output 2 (Competitors-Supply)

Sub-outputs Scope

1. Producers’ names and factory analysis • Products

- Total installed capacity - Product A
- Product B
- Factories location
- Product C
- Exclude Products E-F
2. Producers’ market share
• Applications
- Interior
3. Typology and differentiation of suppliers
- Exterior

4. Differentiation factors across three segments, pain

points as perceived by end users

Methodology

• Literature review and desk research through

publicly available sources
• Interview of 5-10 market experts

Copyright ©2017 ShARE. All Rights Reserved 9

Output 3 – IMPLICATIONS FOR SG

Sub-outputs Scope

1. Products • Products
- Implications for new product - Product A
- Product B
- Potential competitive advantages or disadvantages
versus competing products - Product C
- Exclude Products E-F

2. Potential Market Segments • Applications

- Interior
- Key market segments in India
- Exterior
- Identification of potential opportunities for existing or
new products

Methodology

3. Potential Customers
• Literature review and desk research
- Profile of potential customers • Internal interviews with product team

Copyright ©2017 ShARE. All Rights Reserved 10

CONTENT

• Part 1 –Basics of project planning and monitoring

• Part 2 – Examples

• Part 3 – Best practices

Copyright ©2017 ShARE. All Rights Reserved 11

Best practices

• Review the project plan with all relevant stakeholders

⎼ Ensure internal team and client is aligned on timeline, scope and deliverables
• Spend time planning
⎼ Workstreams: The more clearly articulated your workstreams are the more easily your
team will be able to complete the desired analyses
• Be ahead of schedule
⎼ Build a buffer between when your deliverable will be shared with client and when you
expect to complete
⎼ Use this time to review and pressure-test the analyses and to anticipate questions

Copyright ©2017 ShARE. All Rights Reserved 12