The Planning Process Group

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Ashley Andrews
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1 Assalam-o-alaikum

2 Project Management Process Groups Project Integration Management Knowledge Areas Initiating Planning Executing Scope Time Cost Quality Human Resources Communications Monitoring & Controlling Closing Risk Procurement Stakeholders The Planning Process Group

3 Initiating Process Group Planning Process Group Executing Process Group Monitoring & Controlling Process Group Project Time Management 6.1 Plan Schedule Management - the process for planning 6.2 Define Activities - decompose the WBS into Activities 6.3 Sequence Activities - predecessors & successors 6.4 Estimate Activity Resources - who is doing the work? 6.5 Estimate Activity Durations - how long will it take? 6.6 Develop Schedule - put the activities into software 6.7 Control Schedule - monitor the project progress Closing Process Group

4 6.1 Plan Schedule Management Inputs Tools & Techniques Outputs.1 Project management plan.2 Project charter.3 Enterprise environmental factors.4 Organizational process assets.1 Expert judgment.2 Analytical techniques.3 Meetings.1 Schedule management plan Plan Schedule Management: planing the plan, or,... establishing the policies, procedures, and documentation for planning, developing, managing, executing, and controlling the project schedule Organizational process assets: the company may have a schedule template for the project Analytical techniques: what options to estimate and schedule the project will you use: rolling wave planning ( ) leads and lags ( ) alternatives analysis ( ) methods for reviewing schedule performance ( )

5 6.1 Plan Schedule Management Inputs Tools & Techniques Outputs.1 Project management plan.2 Project charter.3 Enterprise environmental factors.4 Organizational process assets.1 Expert judgment.2 Analytical techniques.3 Meetings.1 Schedule management plan Schedule Management Plan: the criteria & activities for developing, monitoring, and controlling the schedule and can establish: Project schedule model development: the scheduling methodology and the scheduling tool to be used Level of accuracy: the range used in determining realistic activity duration estimates is specified (may include a contingency) Units of measure: staff hours, meters, liters, tons... Organizational procedures: using the WBS to provide the framework for the schedule management plan Project schedule maintenance: the process used to update the status, and record progress, of the project

6 6.1 Plan Schedule Management Inputs Tools & Techniques Outputs.1 Project management plan.2 Project charter.3 Enterprise environmental factors.4 Organizational process assets.1 Expert judgment.2 Analytical techniques.3 Meetings.1 Schedule management plan Schedule Management Plan: the criteria & activities for developing, monitoring, and controlling the schedule and can establish: Control thresholds: variance thresholds for monitoring schedule performance to indicate an amount of variation to be allowed before action needs to be taken (typically expressed as percentage deviations from the baseline plan) Rules of performance measurement: such as; Percent complete Control accounts Earned value measurement techniques (baselines, fixedformula, percent complete) Schedule variance (SV) Schedule performance index (SPI)

7 6.1 Plan Schedule Management Inputs Tools & Techniques Outputs.1 Project management plan.2 Project charter.3 Enterprise environmental factors.4 Organizational process assets.1 Expert judgment.2 Analytical techniques.3 Meetings.1 Schedule management plan Schedule Management Plan: the criteria & activities for developing, monitoring, and controlling the schedule and can establish: Reporting formats: the formats and frequency for the various schedule reports are defined Process descriptions: descriptions of each of the schedule management processes are documented

8 6.1 Plan Schedule Management Inputs Tools & Techniques Outputs.1 Project management plan.2 Project charter.3 Enterprise environmental factors.4 Organizational process assets.1 Expert judgment.2 Analytical techniques.3 Meetings.1 Schedule management plan Schedule Management Plan: the criteria & activities for developing, monitoring, and controlling the schedule Ask yourself: how will we maintain the schedule?

9 Initiating Process Group Planning Process Group Executing Process Group Monitoring & Controlling Process Group Closing Process Group Project Time Management 6.1 Plan Schedule Management - the process for planning 6.2 Define Activities - decompose the WBS into Activities 6.3 Sequence Activities - predecessors & successors 6.4 Estimate Activity Resources - who is doing the work? 6.5 Estimate Activity Durations - how long will it take? 6.6 Develop Schedule - put the activities into software 6.7 Control Schedule - monitor the project progress Outputs.1 Schedule management plan

10 What & Why? Inputs Tools & Techniques Outputs.1 Schedule management plan.2 Scope baseline.3 Enterprise environmental factors.4 Organizational process assets 6.2 Define Activities.1 Decomposition.2 Rolling wave planning.3 Expert judgment.1 Activity list.2 Activity attributes.3 Milestone list Define Activities: identifying & documenting specific actions to be performed to produce the project deliverables The Goal: to break down every deliverable into an assignable activity = A defined duration = A manageable process = Can be tracked Scope Baseline (5.4): the WBS, deliverables, constraints and assumptions Decomposition: a technique for dividing and subdividing the project scope and project deliverables into smaller, more manageable parts

11 6.2 Define Activities Inputs Tools & Techniques Outputs.1 Schedule management plan.2 Scope baseline.3 Enterprise environmental factors.4 Organizational process assets.1 Decomposition.2 Rolling wave planning.3 Expert judgment.1 Activity list.2 Activity attributes.3 Milestone list Rolling Wave Planning: an iterative planning technique in which the work to be accomplished in the near term is planned in detail while the work in the future is planned at a higher level (progressive elaboration)

12 6.2 Define Activities Inputs Tools & Techniques Outputs.1 Schedule management plan.2 Scope baseline.3 Enterprise environmental factors.4 Organizational process assets.1 Decomposition.2 Rolling wave planning.3 Expert judgment.1 Activity list.2 Activity attributes.3 Milestone list WBS expands into: WBS Dictionary expands into: Activity List: a list of schedule activities that shows: a description, identifier and a scope of work description (so team members can understand work that is to be performed) Activity Attributes: the attributes associated with each schedule activity that can be included on the activity list such as: activity codes, predecessor & successor activities, logical relationships, leads and lags, resource requirements, imposed dates, constraints and assumptions

13 6.2 Define Activities Inputs Tools & Techniques Outputs.1 Schedule management plan.2 Scope baseline.3 Enterprise environmental factors.4 Organizational process assets.1 Decomposition.2 Rolling wave planning.3 Expert judgment.1 Activity list.2 Activity attributes.3 Milestone list Milestone: a significant point or event in a project, program or portfolio A combination of activities for reporting Can be a deliverable Milestone List: a list identifying all project milestones

14 Initiating Process Group Project Time Management Outputs.1 Schedule management plan Planning Process Group Executing Process Group Monitoring & Controlling Process Group Closing Process Group 6.1 Plan Schedule Management - the process for planning 6.2 Define Activities - decompose the WBS into Activities 6.3 Sequence Activities - predecessors & successors 6.4 Estimate Activity Resources - who is doing the work? 6.5 Estimate Activity Durations - how long will it take? 6.6 Develop Schedule - put the activities into software 6.7 Control Schedule - monitor the project progress Outputs.1 Activity list.2 Activity attributes.3 Milestone list

15 Project Charter Presentations Starting Monday, October minutes maximum must be presented via the web site questions after presentation you may present more then once

16 Q

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