Professional Documents
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Knowledge Brief
PROJECT MANAGEMENT #04
OKADiA
L’Essentiel Okadia - Module 4/12
™
#01 PM FUNDAMENTALS
Requirement Business & Project 1.2
ID Sub-ID Project Activity PLM WBS 1.2
Description Customer Needs Objectives
2.0
1.0
2.1 2.0
001 1.1
2.2
#02 PM ADVANCED
2.1
1.2
3.0
2.0 2.2
3.1
002 2.1
3.2 2.0
4.2 1.1
1.0.1 – C Activity 20
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OKADiA
Guideline Okadia - Module 4/12
™
I Executing
IS NOT I
* La définition et la formalisation de ces Closing
Inputs est expliquée dans le module PM#03
: Project Charter. Estimated Benefits
METRICS MSA VALIDATION
Target PLM Maturity Confirmed
Sponsor
Initiating
Project Leader
I Planning
INPUTS PMO
Executing
Finance Closing
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OKADiA
Guideline Okadia - Module 4/12
™
I I
• Problem to solve
ADDED VALUE
• Opportunity
• Solution
• Main Characteristics
OPPORTUNITY MAIN CHARACTERISTICS
I
I
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OKADiA
Guideline Okadia - Module 4/12
™
002 2.1
* La définition et la formalisation de ces 2.2
Inputs est expliquée dans le module PM#03 :
Project Charter. 3.0
003 3.1
3.2
4.0
004 4.1
4.2
5.0
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OKADiA
Guideline Okadia - Module 4/12
™
WBS
• WBS Architecture
WP1 WP4 WP7
• WP Description
I I I
* La définition et la formalisation de ces Inputs
est expliquée dans le module PM#03 : Project
Charter. WP2 WP5 WP8
I I I
I I I
I INPUTS
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OKADiA
Guideline Okadia - Module 4/12
™
002 2.1 3
Indiquer quelle Phase du PLM est
3
concernée par ce plan d’Action 2.2
Vérifier que l’ensemble des Besoins & 3.0
4 Exigences est associé à un plan
d’Action – RACI 003 3.1
Vérifier que l’ensemble des phases PLM 3.2
5 et livrables Critiques sont considérées
dans le plan d’Activités 4.0
005 5.1
5.2
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OKADiA
Guideline Okadia - Module 4/12
™
4
FS : Finish to Start 1.0 1.1 SF : Start to Finish 1.0 1.1 FS Lead : 2 weeks 1.0
1.1
1.1 1.1
1.1
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OKADiA
Guideline Okadia - Module 4/12
™
Early TF Early
Start Start 1.0 Finish Finish
2.2
Late FF Late
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OKADiA
Guideline Okadia - Module 4/12
™
Milestone Schedule
La Gestion des Temps Projet permet Project Schedule Time Frame - PLM
d’aboutir à la formalisation d’un Planning Activity ID Description Unit
Period 1 Period 2 Period 3 Period 4 Period 5
qui doit comporter 3 dimensions :
1.0 0
1.1 0
• Milestone Schedule (Communication) 1.2 0
• Summary Schedule (Pilotage)
Summary Schedule
• Detailed Schedule (Management) Project Schedule Time Frame - PLM
Activity ID Description Unit
Period 1 Period 2 Period 3 Period 4 Period 5
1.0 Develop 120
La formalisation d’un planning basé sur la
disponibilité des Ressources donne 1.0.1 WP 1.0 - X 67
toujours lieu à un besoin d’optimisation.
1.0.2 WP 1.0 - X 53
Cette phase d’optimisation doit être
réalisée uniquement dans un second Detailed Schedule
temps et ne doit jamais être considérée
Project Schedule Time Frame - PLM
comme une donnée d’entrée. Activity ID Description Unit
Period 1 Period 2 Period 3 Period 4 Period 5
1.0 0
1.0.1 WP 1.0 - X 67
1.0.1 – A Activity 13
1.0.1 – B Activity 20
1.0.1 – C Activity 20
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OKADiA
Guideline Okadia - Module 4/12
™
Estimated Cost
Project scope (IS / IS NOT) QUANTITATIVE BENEFITS Cost PLM Maturity Budget
IS: Initiating
Planning
M Executing
IS NOT
Closing
Estimated Benefits
METRICS MSA VALIDATION
Target PLM Maturity Confirmed
Sponsor
Initiating
M Project Leader M
Planning
PMO
Executing
Finance Closing
M MISE A JOUR
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OKADiA
Guideline Okadia - Module 4/12
™
• Solution
• Main Characteristics M
ADDED VALUE
M MISE A JOUR
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OKADiA
Guideline Okadia - Module 4/12
™
• PLM 1.0 M M M
002 2.1
2.2
3.0
003 3.1
3.2
4.0
004 4.1
4.2
5.0
005 5.1
5.2
M MISE A JOUR
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OKADiA
Guideline Okadia - Module 4/12
™
WBS
• WBS Architecture
• WP Description
WP1 WP4 WP7
M M M
M M M
M M M
M MISE A JOUR
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OKADiA
Guideline Okadia - Module 4/12
™
SYSTEM
La Gestion des Temps Projet doit SUB SYSTEM 0 SUB SYSTEM 1 SUB SYSTEM 2
permettre de mettre a jour le PBS :
M M M
• System
• Sub- System
COMPONENT 0.1 COMPONENT 1.1 COMPONENT 2.1
• Components
M M M
M M M
M M M
M MISE A JOUR
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OKADiA
Guideline Okadia - Module 4/12
™
PM PMO
M
M ASSISTANT
• Core Team
• Multi Functional Team
WP LEADER WP LEADER WP LEADER
M M M
M M M
M M M
M MISE A JOUR
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OKADiA
L’Essentiel IAPM – Thème 8/20
™
You and the core team define the work and services to be performed, specify the main
prerequisites to be met and identify all the things which have to be taken into
consideration. You prepare a performance specification. Sometimes, if the organization
has a quality management system, the performance specification will have a standardized
format. If there is no standard format, the following structure can be used. All it takes is a
little imagination and adaptation and you have the basis for a summarization of all
expectations and requirements.
What is a specification?
The specification forms the bridge between good performance, cost control and
scheduling. It also determines goal-based requirements. Specifications are a means of
ensuring that project outcomes (goals) are determined before the project is carried out.
• Requirement specification
• Performance specification
The requirement specification is from the customer's point of view, the performance
specification from the supplier's perspective. In the tender process, the requirements
specification is prepared by the customer and the performance specification is prepared
by the supplier in response to the customer's requirements specification.
A specification is important for a project in order to define and quantify characteristics
(tolerance values) of the work or services performed by the supplier which are checked by
the customer or buyer in the hand-over procedure prior to acceptance or purchase, i.e.
the supplier can demand payment if the characteristics in the specification are met. So, a
specification is like a checklist for your project.
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OKADiA
L’Essentiel IAPM – Thème 8/20
™
Quality management
The conformity of the requirement and the performance specification is called quality.
Quality is important to satisfy the customer and - maybe - guarantees deals with this
customer in the future. That's the reason why the quality in a project needs to be planned
carefully. A quality management system as well as a project management manual is
helpful for this undertaking.
Configuration management
The specifications are written down, the quality is clear. But how to check, if you're still on
the right path?
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OKADiA
L’Essentiel IAPM – Thème 8/20
™
Configuration identification
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OKADiA
L’Essentiel IAPM – Thème 8/20
™
• Documentation of the cause or reason for changes (e.g. customer request or design
defect that had not been previously identified)
• Assessment of the impact of changes (e.g. with/without consequential changes)
• Approval or rejection of changes (with reasons, e.g. additional benefits or costs of the
consequential changes are higher than the projected benefit)
• Processing of special approvals before or after implementation (e.g. additional services
or features that were only identified as necessary after the first tests were carried out)
At this point, configuration control and change control overlap: configuration control
adapts interfaces in terms of data and shapes, while change control relates to changes in
documents.
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OKADiA
L’Essentiel IAPM – Thème 9/20
™
Over the past decades, numerous process models have been developed that can be used
by project managers. There are company-specific and industry-specific variants (e.g.
phase or process models, stage gate models), they should each be used for a specific
project type (e.g. IT-projects, projects in plant construction). However, there are
also general procedure models (e.g. PRINCE 2) that can be adapted to the respective
project type.
There exist two models for the realization of projects. The evolutionary model is based on
a stage-by-stage upgrades (versions) and often used in software development. Whereas
the incremental model specifies the requirements at the beginning of a project.
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OKADiA
L’Essentiel IAPM – Thème 9/20
™
If the project budget and the timeframe have to be planned, a simple yet effective way of
doing this is to create a phase plan. This process model divides a project up into
individual phases, each phase begins or ends with a milestone or another measurable
event. A new phase cannot start until the previous one is completed.
To do so, it is advised to create the phase model in a workshop with the team, maybe a
standard phase model is useful here. As an orientation on how to name the phases, here
is an example for each project type:
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OKADiA
L’Essentiel IAPM – Thème 9/20
™
After each phase is defined, the next step is to estimate how much time and budget each
phase needs. Estimating in a team offers great benefits, like creating a common basis for
communication, bringing light to as many undisclosed assumptions and prerequisites
relating to the project or it provides the earliest possible ascertainment of the total project
costs.
Bottom-up
Starting from scratch, the values for each phase are estimated separately and later
summed up.
Top-down
Starting from a total of 100%, each phase is set in relation to each other. Then it is
estimated, how much (in %) each phase contributes to the whole project.
Then all together is written down in a table:
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OKADiA
L’Essentiel IAPM – Thème 10/20
™
Conscientious people often write a checklist containing all the tasks to be performed
before any major personal project (e.g. a holiday, a family celebration).
In the same way, project managers and their teams should prepare a similar list at the
earliest opportunity - in other words, a work breakdown structure (WBS) containing the
activities that a project involves. In contrast to personal checklists, a WBS
generally consists of several levels, i.e. it has a hierarchical structure.
There are a number of rules to be observed when developing a WBS. To avoid that
important sub-tasks are overlooked, mostly this is the centrepiece of many extensive
projects.
• Project structuring is the process of breaking down a project into work units and tasks.
• WBS is a chart or table showing the structure of the project and a systematic answer to
the question: "What work does our project involve?".
• It is a hierarchical representation of the project, broken down into several levels.
• The structure can be based around objects, sub-tasks or business units.
The WBS is a useful tool for organising related work packages and the overall project, for
uncovering ambiguities in the target definition or for preparing work packages for
external processing.
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OKADiA
L’Essentiel IAPM – Thème 10-11/20
™
Remember that the answers to the question do not initially provide any information about
expected costs or time required. The WBS does not contain project objectives nor
process objectives. This information is obtained on the basis of the defined work
packages, which will be dealt with later on.
In the first step, every team member individually writes down his or her answers, ensuring
that they don't just write keywords, but phrases (wrong: "list", right: "create list"). This is a
classic creativity technique called brainwriting. The first step of the process can also be
supported by mind mapping or similar methods. All answers are then written on Metaplan
cards.
Then a moderator is nominated. He or she has to compile the individual team members'
answers into clusters and define headings for each cluster. When all the topics have been
clustered, another check is made to see whether any more headings or tasks will be
necessary to ensure completeness.
The now defined work packages are delegated to the team members for precise
definition.
The lowest hierarchical classifications in each branch of a WBS are known as work
packages (WP). They cannot be sub-divided any further. On the other hand, tasks that are
sub-divided are called sub-tasks (ST). WPs can be found at any hierarchical level and
responsible persons can be project team members, departments of the company or even
external companies. Persons responsible for the respective work package (work package
owner) report to project management on progress and don't need necessarily to know
the holistic context of the project.
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OKADiA
L’Essentiel IAPM – Thème 11/20
™
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OKADiA
L’Essentiel IAPM – Thème 11/20
™
• Name, number, version and status (planned, tested, released) of the work package
• Brief description of content
• Projected results to be obtained
• Prerequisites for performance (e.g. deliveries required)
• Projected commencement and completion dates or projected duration
• Projected costs (generally unit costs, e.g. person days)
• Person responsible for the work package
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OKADiA
L’Essentiel IAPM – Thème 11/20
™
The following general guidelines can be formulated for the creation of WPs:
Only one person should be accorded responsibility for each work package - irrespective
of how many people will be working on it.
3. A clear specification should be formulated for each element of the WBS so that third
parties can easily monitor, whether the work package or sub-task has already been
carried out (otherwise the project manager will not be able to track the project's
progress).
The time allocated for completing the work package should be appropriately short in
comparison to the overall project lifecycle. Otherwise, there is a risk that the project
manager identifies a delay too late to implement effective counter measures. Work
packages that are performed throughout the entire project, such as "planning and
monitoring time schedules" are exceptions.
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OKADiA
L’Essentiel IAPM – Thème 12/20
™
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OKADiA
L’Essentiel IAPM – Thème 12/20
™
Network diagram : The network diagram shows processes and activities and their
interdependence is visualised in a graph or table. Activities can be work packages or even
smaller units which are visualised in the network diagram according to their chronological
position. Based on the network diagram, communication instruments can be worked out
which will support the project in its further course.
Anyone who has ever seen a network diagram knows that it can look intimidating. But
don't worry - follow the steps below and you'll see that even the network analysis is not
witchcraft.
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OKADiA
L’Essentiel IAPM – Thème 12/20
™
• Duration of the activity (can be stated in time units such as days, weeks or months,
sometimes hours or minutes are used); activities with a duration = 0 are so-called
events, i.e. milestones
• Activity description (description of an activity states briefly what the activity comprises,
more detailed description is given in WP description)
• Deadlines:
• Fixed earliest start time (EST) or latest start time (LST) can be specified for every
activity in the network diagram
• Based on the EST and LST the earliest finish time (EFT) and the latest finish time
(LFT) can be calculated
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OKADiA
L’Essentiel IAPM – Thème 12/20
™
• Forward pass calculation: Calculation of the earliest points in time or deadlines for all
activities in the project network diagram
• Backward pass calculation: Determination of the latest reference dates for all activities in
the network diagram
• Forward and backward pass calculations are prerequisites for the definition of the critical
path and reserve (= float).
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OKADiA
L’Essentiel IAPM – Thème 12/20
™
• Total float (TF): The time between the earliest and latest position of an event or activity
(predecessor activity in earliest position and successor activity in latest position)
TF = LSTAC - ESTAC = LFTAC - EFTAC
• Free float (FF): The time by which a predecessor activity can be delayed from its latest
position without altering the latest position of other events or activities
FF = ESTSA - EFTAC
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OKADiA
L’Essentiel
™
1.2 0
1.0.2 WP 1.0 - X 53
• Estimation des Durées d’Activités Detailed Schedule
• Définition et Surveillance du « calendrier » d’achèvement du Projet. Activity ID Description Unit
Project Schedule Time Frame - PLM
Period 1 Period 2 Period 3 Period 4 Period 5
1.0 0
OKADIA ™
FS : Finish to Start 1.0 1.1
By Okane Consulting Group
SF : Start to Finish 1.0 1.1 FS Lead : 2 weeks 1.0
1.1
1.1 1.1
1.1
www.okadia-exed.com contact@okadia-exed.com
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