Project Management: Lesson 5 - Developing an Integrated Project Plan, Slides of Project Management

An in-depth look into project planning, discussing the process, procedures, schedules, resources, and budgets. It covers the development of an integrated project plan, its objectives, and the benefits of effective communication and standardized data recording. The document also introduces the five-step planning model and its application in defining, modeling, estimating, balancing, and approving project plans.

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2011/2012

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Project Management: Lesson 5
A Model for Project Planning
In this lecture, the topics on the process of
project planning, procedures for planning,
schedules, resources, money and the work
accomplishments will be discussed.
nThe integrated project plan.
nThe five step planning model.
nStrategic planning
nSaving time and funds with historical files.
nFacilitating the project planning process.
nEffective planning
2
Project Management: Lesson 5
Project Planning
nProject planning is a disciplined process
supporting the coordination and direction of
resources such as time, people, and money to
achieve product and project parameters
established by management.
nIt emphasizes the process of planning the
work required to produce the project’s end
product rather than focusing on the technical
aspects to produce the product.
3
Project Management: Lesson 5
The Integrated Project Plan
An integrated project plan is the primary tool for
effective coordination of project work.
nThe integrated project plan is designed to
facilitate project coordination, communication,
planning, and control rather than to provide
technical direction to the participants. Some
other topics are as following;
nHow to develop integrated project plan?
nEssential questions to ask during project
planning.
nSome of the benefits realized through the
integrated project planning.
4
Project Management: Lesson 5
Objectives of the Project Plan
nDetermine and portray the scope of effort
required to fulfil the project objectives.
nIdentify all personnel responsible for
performance of work on the project.
nSchedule the required work (tasks) and
establish a time table.
nIndicate the human resources and capital
assets necessary for each task.
nDetermine the budget for each component of
the work task or group of tasks.
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1

A Model for Project PlanningIn this lecture, the topics on the process ofproject^ planning, Project Management: Lesson 5

procedures^ for^ planning,schedules, resources, money and the workaccomplishments will be discussed. n The integrated project plan. n The five step planning model. n Strategic planning n Saving time and funds with historical files. n Facilitating the project planning process. n Effective planning

2

Project Planning n Project planning Project Management: Lesson 5

is^ a^ disciplined^

process supporting the coordination and direction ofresources such as time, people, and money toachieve^ product^ and

project^ parameters established by management. n It^ emphasizes^ the^

process^ of^ planning

the work required to produce the project’s endproduct rather than focusing on the technicalaspects to produce the product. 3

The Integrated Project PlanAn integrated project plan is the primary tool foreffective coordination of project work. n The^ integrated Project Management: Lesson 5

project^ plan^ is^ designed

to facilitate project coordination, communication,planning, and control rather than to providetechnical direction to the participants.

Some other topics are as following; n How to develop integrated project plan? n Essential^ questions

to^ ask^ during^ project planning. n Some^ of^ the^ benefits

realized^ through^

the integrated project planning.

4

Objectives of the Project Plan n Determine^ and Project Management: Lesson 5

portray^ the^ scope

of^ effort required to fulfil the project objectives. n Identify^ all^ personnel

responsible^ for performance of work on the project. n Schedule^ the^ required

work^ (tasks)^ and establish a time table. n Indicate^ the^ human

resources^ and^ capital assets necessary for each task. n Determine the budget for each component ofthe work task or group of tasks.

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How to Develop IntegratedProject Management: Lesson 5

Project Plans n Involve personnel^ assigned^ to^

the^ team^ in planning at the earliest moment. n Involve team members continuously until theplan is completed and approved. n Avoid being too optimistic

or too pessimistic in estimating. n Negotiate^ work^ commitments

from^ project team^ members^ who

work^ as^ functional managers outside your authority. n Obtain commitments for all effort

in the work breakdown structure.

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How to Develop IntegratedProject Plans Project Management: Lesson 5

(Contd.) n^ Obtain a written commitment to project plansfrom all parties. n^ The^ integrated^ project

plan^ is^ a^ step-by-step process.^ Avoid^ alteration

to^ the^ planning sequence since they may reduce the participantcommitment to the plan. n Remember that the effort required to develop theintegrated project^ plan depends on the natureof the project. n Understand that the project team’s commitmentalong with the continuous, visible, and strongsupport^ by^ the^ management

for^ the^ project management process plays a major role in it. 7

Essential Questions to AskDuring Project Planning n What are the main technical objectives of theproject? n How^ the^ work Project Management: Lesson 5

breakdown^ structure

will^ be formed? n Who will be responsible for the work to beperformed assigned in the work breakdownstructure? n When^ each^ element

of^ the^ work^ will

be performed and how long it will take to get itcompleted? n How much it will cost (budget) to perform theproject?

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Benefits of the IntegratedProject Planning n Effective communications is encouraged withinthe team^ and Project Management: Lesson 5

to^ the^ project^ client

and^ the management. n A final check is provided for ensuring that theproject objectives are attainable. n It establishes the scope and a level of authorityand responsibility for all the team members. n A base line is formed for measuring progress,calculating^ variances,

and^ determining

the preventive or corrective actions. n It records, in a standard format, critical projectdata that can be used in planning future projects.

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Step 3: Estimate and Schedule theProject Management: Lesson 5

ProjectStep A: Develop the Task Estimates – The estimation data^ must^ be^ developed^ by

the^ team members who are responsible for the work. – This also develops the commitment to the estimates by theteam members and they will be motivated to meet theestimates. – The more accurate estimates result when small incrementsof work are being estimated which can then be summed upto the total task estimate. – In preparing estimates, the team members should take intoaccount^ nonproductive^ time

and^ its^ impact^ project schedule. – The nonproductive time should also be used in developingestimates for the elapsed time for any task.

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Step 3: Estimate and Schedule theProject Management: Lesson 5

Project^ (Contd.)Step B: Process the Data into a Preliminary Plan. – The preliminary project plan consists of a schedule derivedfrom the dependency relationships and task estimates. – The schedule is prepared on a time-scale calendar charts,showing when a task will begin, how long it will take, andwhen it is planned to end.Step C: Compare^ the^ preliminary^

plan^ to^ the project objectives.^ –^ The comparison is undertaken between the^ »^ Completion^ date^ planned

by^ your^ team^ and^ the^ oneestablished by the senior management, and »^ planned cost by your team and the senior managementbudget. – If the comparison is within a reasonable range of each other,there is no need to perform remaining subtasks. 15

Step 3: Estimate and Schedule theProject Management: Lesson 5

Project^ (Contd.)Step D: Negotiate revisions to the estimates. – This step is performed^ if^ the^ preliminary

project^ plan exceeds the senior management’s and client’s scheduleand cost objectives. – Perhaps^ the^ senior^ management

has^ established^ the objectives based on incomplete information or an out-of-date historical model. – You^ must^ attempt^ to^ reconcile

the^ plan^ and^ objectives through negotiations. You may request for additional fundsand time. – The negotiations of revisions can cause the team to lose itscommitment and motivation for the project. – Make sure that the members of the team do not alter theestimates^ in^ a^ manner^ that

renders^ them impossible to achieve.

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Step 3: Estimate and Schedule theProject Management: Lesson 5

Project^ (Contd.)Step E: Negotiate^ revisions^ to^

the^ project objectives.^ –^ This step is necessary only when(1)^ When you negotiate the schedule and deadline of theproject with client and the top management, and(2)^ You^ feel^ that^ there

is^ incompatibility^ between

the preliminary plan and the project objectives which cannot beremoved by negotiating estimates (Step D). – In^ case^ (1),^ the^ negotiations

should^ be^ simple^ and straightforward. – Present the plan for the top management’s reaction anddetermination of the time frame and cost. – If^ the^ time^ frame^ and^ the

cost^ are^ consistent^ with

the corporate objectives, then move to Step F, the go/no-godecision.

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Step 3: Estimate and Schedule theProject Management: Lesson 5

Project^ (Contd.)Step E: Negotiate^ revisions^ to^

the^ project objectives. (Contd.)In Case (2), assuming that objectives of the project do notinclude sufficient time and funds, then^ –^ Alter the schedule and the cost objectives so that you havesufficient time and funds to accomplish the project.

You have to assure the top management of ROI (Return onInvestment). – Develop a set of reduced set of technical objectives. – Implement a combination of the the first two objectives. – Cancel the the project. – There are only two outcomes of the above process(1)^ A plan acceptable to you, the project team, the client, andsenior management OR (2) Cancellation of the project.

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Step 3: Estimate and Schedule theProject Management: Lesson 5

Project^ (Contd.)Step F: Make a go/no-go decision. – A management review should be conducted when the planis completed. – The scope of the project is evaluated to confirm that theappropriate product will be produced. – The cost, schedule, and resource allocations are reviewedto ensure that they fall within the project boundaries. – The plan can be revised if required. – A no-go decision can be taken at this time if » The costs are considered excessive in relation to theprojected benefits. » The resources will not be available. » The project does not fit in with managements strategicgoals and objectives.

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Step 3: Estimate and Schedule theProject Management: Lesson 5

Project^ (Contd.)Step G: Prepare schedules and the budget. – If the decision in Step F is to go for the project, thenthe plans developed in Step B can be finalized. – The final plan consists of three documents: » A schedule^ which^ portrays^ when

each^ task begins, its duration, and its end date on a timescale calendar. » A resource utilization chart which indicates theallocation of each team member or pool of teammembers per unit time. » A project budget in the form of a spread sheet orgraphic representation.

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The Five-Step Planning Model(Step 4: Balance the Plan) n It is the most challenging stage in developingthe plan and is very critical to project success. n Balancing limited resources of the plan shouldoccur^ within Project Management: Lesson 5

the^ project^ and^ against

other project and nonproject efforts. n Management of the resource supply

versus demand^ is a key concern when the projectload is significant. n Resource^ balancing

requires^ knowledge

of anticipated supply and demand. n The^ most^ effective

approach^ may^ be

the computer assisted balancing.

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Saving Time and Funds with Project Management: Lesson 5

Historical Files n Many projects bear a striking resemblance to othersthat your organization has previously completed. n When the relevant historical data exist, planning canbe accomplished more quickly and more easily. n A central repository coupled with the expertise in theapproach to project management is a valuable asset. n The project team may loose the sense of ownership,commitment, and motivation if the^

historical data is used extensively without a review and modification. n The^ team^ must^ edit

the^ generic^ model/data

to develop a sound plan with meaningful commitments.

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Facilitating the Project PlanningProject Management: Lesson 5

Process n “To facilitate” means to make something easier. n Facilitating is leading others through a processthat culminates the^ development^ of

concrete deliverables. n The major objective is to assist the project teammembers^ in^ working

through^ the^ planning process in order to develop project plans. n Project communication meetings are integral tothe project planning model. n The^ number^ and

the^ length^ of

the communication^ meetings

depend^ upon^ the nature and complexity of the project. 27

Facilitating the Project PlanningProject Management: Lesson 5

Process^ (Contd.) n Meeting 1: Orient and prepare the project team. – The major objective of the first communication meeting is todefine the roles of the team members, describe the projectgoals, function of communication meetings, etc. n Meeting 2: Develop objectives, scope, and workbreakdown structure. – The meeting should address the project objectives and goalsand should be discussed openly with the project team. – A strategy for meeting the project objectives should also bediscussed. – The risks and the restrictions associated with the projectshould also be discussed. – This meeting should conclude the positioning of the projectand provide for a strong foundation upon which the projectteam can be built.

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Facilitating the Project PlanningProject Management: Lesson 5

Process^ (Contd.) n Meeting 3: Develop^ final^ work

breakdown structure and team organization.^ –^ This meeting addresses the scope definition and reconfirmsthe^ agreement^ on^ the

end^ product.^ Any^ areas

of disagreement should be resolved. – The^ team^ members^ should

develop^ the^ further^ WBS

and create small subgroups with two assignments:^ »^ To generate a further sublevel task list, and^ »^ To determine the person who will become the task owner. – The entire project team should review the each sublevel WBSfor clarity and appropriateness. – The WBS should also incorporate the supporting people orgroups who will support the task owner on each task. – The^ details^ of^ deliverables

with^ standard-of-performance criteria upon which it will be measured should be finalized.

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Facilitating the Project PlanningProcess Project Management: Lesson 5

(Contd.) n^ Meeting 4: Develop dependencies and durations.^ –^ This meeting discuses sequence of dependency relationshipsand who is responsible for each task , as well as time for thecompletion of each activity.^ –^ Time estimating for each task to be performed is an importanttopic to be discussed and resolved in this meeting. n^ Meeting 5: Produce a schedule.^ –^ The project team at this stage should have enough data toproduce a schedule for the project.^ –^ If there are still some problems, these should be resolved.^ –^ Those who are responsible for the critical path activities, mustevaluate their assignments and create contingency plans forthe ares of high risk.^ –^ In this meeting, what is next in the planning process shouldalso be discussed - for example, how data will be produced onschedule, how resource allocation be performed etc.

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Requirements for EffectiveProject Management: Lesson 5

Planningn Parameters: Establish realistic parameters of quality, nParameterstime, resource allocations, and cost for every project. nn PlanPlan: develop a plan^ that^ will^ accommodate

the parameters committed to. nn SimplicitySimplicity: Keep project plans, procedure, and reportsdirect, clear, and concise.n Approvals: Secure formal and informal approval for the nApprovalsproject plans. nn AccuracyAccuracy: Confirm that every thing that you disseminateis accurate. nn Authority^ and^ responsibility:Authority^ and^ responsibility

Place^ authority^ and responsibility in parity with what your expectations arefrom the project team members. nn Project^ team^ membersProject^ team^ members:

Remember^ that^ the^

human factors are of over-riding importance.

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