New Tools in an Old CompanyPMI Honolulu Chapter MeetingPMI Honolulu Chapter Meeting

June 20, 2007June 20, 2007

Pre-set Meeting Agendas Sets direction for meetingSets direction for meeting ““Manage” meeting participantsManage” meeting participants Assists new PMs (or employees)Assists new PMs (or employees)

Project Initiation Meeting Agenda

Project Initiation Meeting Agenda

Project Initiation Meeting Agenda

Project Initiation Meeting Agenda

Project Initiation Meeting Agenda

Scope Statement Template

Scope Statement Template

Scope Statement Template

Scope Statement Template

Scope Statement Template

Scope Statement Template

Scope Statement Template

Other Meeting Agenda Templates Project Plan MeetingProject Plan Meeting Organizational Planning MeetingOrganizational Planning Meeting Preliminary Engineering MeetingPreliminary Engineering Meeting PUC Application Development MeetingPUC Application Development Meeting Engineering Design MeetingEngineering Design Meeting Construction Planning MeetingConstruction Planning Meeting Construction Review MeetingConstruction Review Meeting

Risk Assessment Checklist OperationsOperations CustomerCustomer Land Use/PermittingLand Use/Permitting RegulatoryRegulatory Community RelationsCommunity Relations Construction ImpactsConstruction Impacts Long-Term ImpactsLong-Term Impacts ScheduleSchedule Cost EstimateCost Estimate

PROJECT NAME:

Place an "X" as

applicable Add further comments as

warranted.RELIABILITY - SAIF FACTORS

Numerous outages have occurred over the past year, which the proposed project will address.

Numerous outages have occurred over the past 5 years, which the proposed project will address.

Recurring outages could occur if the project is not implemented.

A single outage could occur if the project is not implemented.

A single outage could occur if the project is not implemented AND another contingency occurs on the system. (Distribution Planning Criteria)A single outage could occur if the project is not implemented AND two or more contingencies occur on the system. (Transmission Planning Criteria)

This project would have no impact on SAIF.

RELIABILITY - CAID FACTORS

If an outage were to occur, then the outage duration would be longer than previous experiences (if project not implemented).

If an outage were to occur, then the outage duration would increase over time than previous experiences (if project not implemented).

This project would maintain the same outage duration as currently exists.

This project would reduce an outage duration from current experiences (i.e. improve CAID).

This project would have no impact on CAID.

NEW PROJECT RISK ASSESSMENTENERGY DELIVERY

WBS Chart Pro™

WBS Chart Pro™

Scope Change Request Form

Scope Change Request Form – Part 1

Scope Change Request Form – Part 2

Scope Change Request Form – Part 3

Scope Change Request Form – Part 4

Scope Change Request Form – Part 5

Lessons Learned Process Guidelines

Lessons Learned Guideline #1

Lessons Learned meeting(s) should be Lessons Learned meeting(s) should be held within 6 weeks after a project or held within 6 weeks after a project or a major phase of a project is a major phase of a project is completed. completed.

Lessons Learned Guideline #2

At least a week prior to the meeting(s), At least a week prior to the meeting(s), the Project Manager should prepare the Project Manager should prepare an agenda (or use the attached an agenda (or use the attached ‘Lessons Learned Matrix’) and ‘Lessons Learned Matrix’) and distribute to all stakeholders. distribute to all stakeholders.

Lessons Learned Guideline #4

For a large or complex project it is For a large or complex project it is recommended that separate lessons recommended that separate lessons learned meetings be conducted for the learned meetings be conducted for the different areas or phases of the different areas or phases of the project. project.

Lessons Learned Matrix Template

Lessons Learned Matrix Template

Lessons Learned Matrix Template

Lessons Learned Matrix Template

Lessons Learned Matrix Template

Lessons Learned Matrix Template

Lessons Learned Matrix Template

Lessons Learned Matrix Template

Lessons Learned Matrix Template

PM Checklist

Project Phase Deliverable Description Due Date Date Received CommentsProject Plan Phase PM Assignment LetterProject Team Org Chart

Research - Similar Projects/Lessons LearnedProject Initiation Meeting MinutesScope StatementWBSRisk Management AnalysisResource AssessmentProject SchedulePillar filesProject Plan Meeting MinutesPIF - Initiated (includes schedule, pillar file, WBS)

Preliminary Engineering PhaseOrganizational Planning Meeting Minutes-Responsibility MatrixPIF-Authorization for Engineering (includes schedule, pillar file, WBS)Preliminary Engineering Meeting MinutesChange Control Form (if required)Reauthorization (if required)

Project Management Check List

PM ChecklistProject Phase Deliverable Description Due Date Date Received Comments

Final Engineering Design PhasePUC Application Development Meeting MinutesPUC Application Filed (includes schedule, pillar file, WBS)PUC Approval - D&OPIF-Material & Construction Authorization (includes schedule, pillar file, WBS)Engineering Design Meeting MinutesChange Control Form (if required)Reauthorization (if required)

Construction PhaseConstruction Planning Meeting MinutesConstruction Review Meeting MinutesChange Control Form (if required)Reauthorization (if required)

In Service Phase

Partial close project-notify Plant AccountingPUC Interim Accounting ReportLessons Learned Meeting MinutesFinal close contractsFinal close project - close out Ellipse subproject and workordersPUC Final Cost report

Conclusion

Work within FrameworkWork within Framework Keep efforts Low-KeyKeep efforts Low-Key Create In-house TrainingCreate In-house Training

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