2-4 McCulla Project Planning
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Transcript of 2-4 McCulla Project Planning
7/24/2019 2-4 McCulla Project Planning
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Project PlanningDay 2
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An Old Adage:
Fail to Plan . . .and You Plan to Fail!
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Project Planning –
5 Stages• Prepare project overview
• Develop activity plan• Assign responsibilities
• Put plan into action; track progress
• Prepare closeout report
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• High-level summary of the project
• Sets the overall scope
• learly written to communicate
• !eam lea"er responsibility
• ritical to get this right#
Stage One:
Project Overview
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What’s In a Project Overview?• Statement of Problem $or %pportunity&
• 'oals an" %bjectives• (easures of Success
• Approach) Process) an" !iming
• Assumptions an" *isks
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et’s !se the "ollowing
#$a%&le
You have taken a new job, and it is a
significant distance from home. Youare concerned your current car will
not be reliable given its age.
+n your course materials) an" pull out Appen"i,
pages A. - A/0
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Questions -
• 1hat is our problem) or opportunity)
or situation to be change"2
• 1hat is our goal2
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'oals and O(jectives
• 'oals an" objectives "escribe what we
want to achieve to solve the problem or
take a"vantage of the opportunity 3 4eep them simple
3 5ocus on the important items
3 ollectively) they "efine the scope
3 !hey must be measurable for success
3 learly written
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'oals and O(jectives
) Use the SMART Test
S 3 Specific
( 3 (easurable
A 3 Attainable
* 3 *elevant
! 3 !ime-6ase"
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Question )
• 6ase" on our project goal)
1hat are our most important
objectives2
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*eas+res o, S+ccess• %ur "esire" results that can be
7uantifie"
3 8umbers) fre7uency) "egrees of change
• Avoi" intangible measures
3 (ake it 9better:
• Superlatives can be har" to achieve#
3 Avoi" use of 9all: or 9never:
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Question -
• 1hat measures of successshoul" we use in our
project e,ample2
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A&&roach- Process- .
/i%ing• Describe how we will go about our
work 3 what will we "o2
• Define the sche"ule you will follow
• onsi"er how success was achieve"
in similar projects• 5or a new project 3 be creative#
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0ideo Presentation
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0ideo 1eview• 1hat approaches "i" the team
consi"er2
• 1hat assumptions were
challenge"2
• 1hat was necessary for the novelapproach to be consi"ere"2
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+estion )
• 1hat approach shoul" we follow for
our project2
• 1hat sche"ule "o you want to meet2
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Ass+%&tions and 1is3s
• 1e nee" to consi"er the things wee,pect to happen) an" the 9what ifs:
• Assumptions 3 !hings we believe will happen
3 !hings nee"e" to be true for success
• *isks
3 n"ermine success
3 Actions can be planne" to offset risks
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Ass+%&tions and 1is3s
(ight +nclu"e<
• *esources nee"e"
• !iming of resources
• =vents outsi"e our control
• Potential "elays an" their effect
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"or yo+r Patrol’s &roject idea:
4 /ogether- +ic3ly o+tline aProject Overview ,or yo+r&roject
4 6e &re&ared to share yo+rsol+tion
Take 5 minutes to complete
Patrol Activity -
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4 Who wo+ld li3e to share?
Patrol Activity -
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Project Overview
7 7 7 A +ic3 1eview
• Define" our problem
• >iste" goals an" objectives• Deci"e" on measures of success
• Describe" our approach an" timing
• onsi"ere" assumptions an" risks
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A Project Overview
• Helps ensure success
• Helps get everyone on 9one page:
• Helps prevent
3 'etting off track
3 Scope creep
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Stage /wo:
Activity Plan
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Activity Plan• Define the activities an" tasks nee"e" to
achieve our goals
• %rgani?e @ Prioriti?e activities an" tasks
• +"entify which tasks "epen" on others
• Assign team members to activities• Define "ates to begin an" finish
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Activity Plan
'oal
Activity Activity Activity
!ask
!ask
!ask
!ask
!ask
!ask
!ask
!ask
!ask
!ask
!ask
!ask
!ask
!ask
!ask
!ask
Activity
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Activity Plan
*eplace ar
hoose(akeStyle
Shop forar
(akePurchase
(ileage
Space
5eatures
ost >imit
6o"y
SB2
(ake2
olors
8egotiate
5inance
Prep
*eceive
%nline
Dealers
6uyer
Set Price
Define8ee"s
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Project Activities an! TasksShoul!
• Pass the 9S(A*!: test
• Have clear start an" stop times
• +nclu"e estimate" time an" cost to
complete• 6e assignable an" manageable
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0ideo Presentation
!his clip will help illustrate the secon" stage of
project planning 3 Activity Plan
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“If you keep on doing what
you’ve always done . . . . . . You will keep on getting
what you’ve always got.”
• 1e must challenge assumptions
• 1e must think outsi"e the bo,
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Stage /hree:
Activity Assign%ents
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Assign Activities
Team Leader hould
• onfirm availability of resources
• n"erstan" team member skills• (atch skills to tasks
• =stablish progress milestones an"
reporting proce"ures
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Assign Activities
Team "embers hould
• 4now projectCs purpose
• n"erstan" their assignments• 4now the availability of resources
• 6e clear about "ea"lines
• n"erstan" how to a""ress issues
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Stage "o+r:
P+tting the Plan Into Action
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Wor3 the Plan
• 8ow is the time to let the team "o its
job#
• Staying to the plan is the clearestpath to success#
• A well-lai" plan will help ensure a
team is performinC 0 0 0 not storminC#
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Wor3 the Plan
• 'et the project going
• Provi"e lea"ership to the team
• Assist with "ecisions @ problems
• %btain a""itional resources
• (onitor progress of activities
• (onitor team performance
The Leader hould
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Stage "ive:
Project 8loseo+t
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8losing O+t the Project
• *ecogni?e team members
• Prepare After-action report• 'oals an" objectives met2
• omplete" on sche"ule2
• >essons learne"2• +"easrecommen"ations for future
projects
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S+%%ary
5ive Stages of Project Planning
0 Develop a Project %verview
0 Plan the 1ork
E0 (ake Activity Assignments
F0 Put the Plan into Action
G0 Prepare Project loseout