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2-4 McCulla Project Planning

The document outlines the five stages of project planning: 1. Develop a project overview that defines the problem, goals, measures of success, approach, and risks. 2. Create a work breakdown structure that identifies tasks needed to achieve the goals and their dependencies. 3. Make activity assignments by matching team members' skills to tasks and establishing responsibilities. 4. Put the plan into action by monitoring progress, obtaining resources, and assisting with decisions. 5. Prepare a closeout report that assesses if goals were met, identifies lessons learned, and recommends improvements.

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Riza Diponegoro
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80 views13 pages

2-4 McCulla Project Planning

The document outlines the five stages of project planning: 1. Develop a project overview that defines the problem, goals, measures of success, approach, and risks. 2. Create a work breakdown structure that identifies tasks needed to achieve the goals and their dependencies. 3. Make activity assignments by matching team members' skills to tasks and establishing responsibilities. 4. Put the plan into action by monitoring progress, obtaining resources, and assisting with decisions. 5. Prepare a closeout report that assesses if goals were met, identifies lessons learned, and recommends improvements.

Uploaded by

Riza Diponegoro
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Project Planning

Day 2

An Old Adage:

Fail to Plan . . .
and You Plan to Fail!

Project Planning 5 Stages

Prepare project overview


Develop work breakdown structure
Assign responsibilities
Put plan into action; track progress
Prepare closeout report

Stage One:
Project Overview
High-level

summary of the project

It sets the overall scope


Clearly written to communicate
Team leader responsibility

What
s In a Project Overview?
Statement of Problem or Opportunity
Goals and Objectives
Measures of Success
Approach, Process, and Timing
Assumptions and Risks

Let
s Use the Following Example
You have taken a new job, and it is a
significant distance from home. You
are concerned your current car will
not be reliable given its age.

Look in your course materials, and pull out


Appendix pages A-26, 27, and 28.

Questions What is our problem, or opportunity,


or situation to be changed?
Then, what is our goal?

Project Overview

Goals and Objectives


Goals and objectives describe what we
want to achieve to solve the problem or
take advantage of the opportunity
Keep them simple
Focus on the important items
Together, they define the scope
They must be measurable for success
Clearly written

Goals and Objectives


- Use the SMART Test
S Specific
M Measurable
A Attainable
R Relevant
T Time-Based

Question Based on our project goals,


What are our most important
objectives?

Measures of Success
Targets or results that can be
quantified
Numbers, frequency, degrees of change

Avoid intangible measures (e.g.,


improve attitude)
Qualify your statements
Avoid use of
allor
never

Question What should we choose as


our measures of success
using our project example?

Approach, Process, & Timing


How will we achieve our goals and
objectives?
What has been effective in similar
projects?
For a new project:
Be creative;
think outside the box
Invent new methods when appropriate

Video Presentation

Video Review
What approaches did the team
consider?
What assumptions were

challenged?
What was necessary for the novel
approach to be considered?

Question What should be our approach,


process, and timing for our project?

Assumptions or Risks
Assumptions
Things we believe will happen
Actions or events that must occur for
success

Risks
Undermine success
Actions can be planned to offset risks

Assumptions or Risks
Might Include:
Resources needed
Timing of resources
Events outside our control
Potential delays
Effect of delays

Patrol Activity
Select a Scouting related problem
or opportunity
Outline your Project Overview
Be prepared to share your
solution
Take 5 minutes to complete

Patrol Activity
Who would like to share?

Project Overview . . .
A Quick Review
Defined problem or opportunity
Listed goals and objectives
Decided on measures of success
Described approach/process and
timing
Listed risks or assumptions

A Project Overview . . .
Helps ensure success
Helps get everyone on
one page
Helps prevent
Getting off track
Scope creep

Stage Two:

Work Breakdown
Structure

Work Breakdown Structure


(Activity Plan)
Define the activities and tasks needed to
achieve our goals
Prioritize the activities and tasks
Identify dependencies between activities
Assign team members to activities
Define start and stop dates

Activity Plan
Goal

Activity

Activity

Activity

Activity

Task

Task

Task

Task

Task

Task

Task

Task

Task

Task

Task

Task

Task

Task

Task

Task

Activity Plan
Replace Car

Define
Needs

Choose
Make/Style

Shop for
Car

Make
Purchase

Mileage

Body

Online

Negotiate

Space

SUV?

Dealers

Finance

Features

Make?

Buyer

Prep

Cost Limit

Colors

Set Price

Receive

Project Activities and Tasks


Should . . .
Pass the
SMARTtest
Have clear start and stop events
Include estimated time and costs
Be assignable and manageable

Video Presentation
This clip will help illustrate the second phase of
project planning work breakdown.

We must challenge assumptions


We must think outside the box

If you keep on doing what


you
ve always done you will
keep on getting what you
ve
always got.

Stage Three:

Activity Assignments

10

Team Members Should . . .


Know project
s purpose
Understand their assignments
Know the availability of resources
Know deadlines
Match skills and resources
Establish progress milestones and
reporting procedures

Stage Four:

Putting the Plan


Into Action

Work the Plan


The Leader Should:
Provide leadership to the team
Get the project going
Assist with decisions & problems
Obtain additional resources
Monitor progress for activities
Monitor team performance

11

Stage Five:

Project Closeout

Closing Out the Project


Recognize team members
Prepare After-action report
Goals and objectives met?
Completed on schedule?
Lessons learned
Ideas/recommendations

Summary
Five Stages of Project Planning
1. Develop a Project Overview
2. Plan the Work
3. Make Activity Assignments
4. Put the Plan into Action
5. Prepare Project Closeout

12

A Different Old Adage:

Plan the Work . . .


Work the Plan!

13

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