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Project Initiation & Project Initiation & PlanningPlanning
Farrokh Alemi, Ph.D. Farrokh Alemi, Ph.D.
Narrated by Lee BalitonNarrated by Lee Baliton
Course on Project Management
Project PhasesProject Phases
1.1. InitiationInitiation
2.2. PlanningPlanning
3.3. ExecutionExecution
4.4. ControllingControlling
5.5. ClosingClosing
Course on Project Management
Planning PhasePlanning Phase
Communication planCommunication plan Scope management planScope management plan Approval of plansApproval of plans Gap analysisGap analysis Request for Proposal (RFP)Request for Proposal (RFP)
Vendor selectionVendor selection Work breakdown & ScheduleWork breakdown & Schedule Budget and Resource assessmentBudget and Resource assessment Identify critical pathIdentify critical path Kickoff end of planKickoff end of plan
Course on Project Management
Planning PhasePlanning Phase
Communication planCommunication plan Scope management planScope management plan Approval of plansApproval of plans Gap analysisGap analysis Request for Proposal (RFP)Request for Proposal (RFP)
Vendor selectionVendor selection Work breakdown & ScheduleWork breakdown & Schedule Budget and Resource assessmentBudget and Resource assessment Identify critical pathIdentify critical path Kickoff end of planKickoff end of plan
Course on Project Management
Planning PhasePlanning Phase
Communication planCommunication plan Scope management planScope management plan Approval of plansApproval of plans Gap analysisGap analysis Request for Proposal (RFP)Request for Proposal (RFP)
Vendor selectionVendor selection Work breakdown & ScheduleWork breakdown & Schedule Budget and Resource assessmentBudget and Resource assessment Identify critical pathIdentify critical path Kickoff end of planKickoff end of plan
Frequent, periodic emails, video clips and other communications to the
sponsors is a minimum set of communications
Course on Project Management
Planning PhasePlanning Phase
Communication planCommunication plan Scope management planScope management plan Approval of plansApproval of plans Gap analysisGap analysis Request for Proposal (RFP)Request for Proposal (RFP)
Vendor selectionVendor selection Work breakdown & ScheduleWork breakdown & Schedule Budget and Resource assessmentBudget and Resource assessment Identify critical pathIdentify critical path Kickoff end of planKickoff end of plan
Frequent, periodic emails, video clips and other communications to the project team is a minimum set of
communications
Course on Project Management
Planning PhasePlanning Phase
Communication planCommunication plan Scope management planScope management plan Approval of plansApproval of plans Gap analysisGap analysis Request for Proposal (RFP)Request for Proposal (RFP)
Vendor selectionVendor selection Work breakdown & ScheduleWork breakdown & Schedule Budget and Resource assessmentBudget and Resource assessment Identify critical pathIdentify critical path Kickoff end of planKickoff end of plan
A project manager should think of himself as a director of a movie. He
should regularly prepare and distribute media about the project
Course on Project Management
Planning PhasePlanning Phase
Communication planCommunication plan Scope management planScope management plan Approval of plansApproval of plans Gap analysisGap analysis Request for Proposal (RFP)Request for Proposal (RFP)
Vendor selectionVendor selection Work breakdown & ScheduleWork breakdown & Schedule Budget and Resource assessmentBudget and Resource assessment Identify critical pathIdentify critical path Kickoff end of planKickoff end of plan
A project manager should think of himself as a director of a movie. He
should regularly prepare and distribute media about the project
I want you to remember me
Course on Project Management
Planning PhasePlanning Phase
Communication planCommunication plan Scope management planScope management plan Approval of plansApproval of plans Gap analysisGap analysis Request for Proposal (RFP)Request for Proposal (RFP)
Vendor selectionVendor selection Work breakdown & ScheduleWork breakdown & Schedule Budget and Resource assessmentBudget and Resource assessment Identify critical pathIdentify critical path Kickoff end of planKickoff end of plan
Course on Project Management
Planning PhasePlanning Phase
Communication planCommunication plan Scope management planScope management plan Approval of plansApproval of plans Gap analysisGap analysis Request for Proposal (RFP)Request for Proposal (RFP)
Vendor selectionVendor selection Work breakdown & ScheduleWork breakdown & Schedule Budget and Resource assessmentBudget and Resource assessment Identify critical pathIdentify critical path Kickoff end of planKickoff end of plan
Course on Project Management
Planning PhasePlanning Phase
Communication planCommunication plan Scope management planScope management plan Approval of plansApproval of plans Gap analysisGap analysis Request for Proposal (RFP)Request for Proposal (RFP)
Vendor selectionVendor selection Work breakdown & ScheduleWork breakdown & Schedule Budget and Resource assessmentBudget and Resource assessment Identify critical pathIdentify critical path Kickoff end of planKickoff end of plan
Course on Project Management
Planning PhasePlanning Phase
Communication planCommunication plan Scope management planScope management plan Approval of plansApproval of plans Gap analysisGap analysis Request for Proposal (RFP)Request for Proposal (RFP)
Vendor selectionVendor selection Work breakdown & ScheduleWork breakdown & Schedule Budget and Resource assessmentBudget and Resource assessment Identify critical pathIdentify critical path Kickoff end of planKickoff end of plan
Course on Project Management
Planning PhasePlanning Phase
Communication planCommunication plan Scope management planScope management plan Approval of plansApproval of plans Gap analysisGap analysis Request for Proposal (RFP)Request for Proposal (RFP)
Vendor selectionVendor selection Work breakdown & ScheduleWork breakdown & Schedule Budget and Resource assessmentBudget and Resource assessment Identify critical pathIdentify critical path Kickoff end of planKickoff end of plan
Course on Project Management
Planning PhasePlanning Phase
Communication planCommunication plan Scope management planScope management plan Approval of plansApproval of plans Gap analysisGap analysis Request for Proposal (RFP)Request for Proposal (RFP)
Vendor selectionVendor selection Work breakdown & ScheduleWork breakdown & Schedule Budget and Resource assessmentBudget and Resource assessment Identify critical pathIdentify critical path Kickoff end of planKickoff end of plan
More on these
activit
ies later
Course on Project Management
Planning PhasePlanning Phase
Communication planCommunication plan Scope management planScope management plan Approval of plansApproval of plans Gap analysisGap analysis Request for Proposal (RFP)Request for Proposal (RFP)
Vendor selectionVendor selection Work breakdown & ScheduleWork breakdown & Schedule Budget and Resource assessmentBudget and Resource assessment Identify critical pathIdentify critical path Kickoff end of planKickoff end of plan
Course on Project Management
Elements of a Detailed PlanElements of a Detailed Plan
1.1. Project teamProject team SelectionSelection DescriptionDescription
2.2. Work planWork plan3.3. Time and cost of activitiesTime and cost of activities4.4. Project risksProject risks5.5. Communication planCommunication plan6.6. Other management plansOther management plans
Course on Project Management
Elements of a Detailed PlanElements of a Detailed Plan
1.1. Project teamProject team SelectionSelection DescriptionDescription
2.2. Work planWork plan3.3. Time and cost of activitiesTime and cost of activities4.4. Project risksProject risks5.5. Communication planCommunication plan6.6. Other management plansOther management plans
What you say matters
Course on Project Management
Elements of a Detailed PlanElements of a Detailed Plan
1.1. Project teamProject team2.2. Work planWork plan
High level tasks listedHigh level tasks listed Ask for lower level tasksAsk for lower level tasks
3.3. Time and cost of activitiesTime and cost of activities4.4. Project risksProject risks5.5. Communication planCommunication plan6.6. Other management plansOther management plans
Course on Project Management
Elements of a Detailed PlanElements of a Detailed Plan
1.1. Project teamProject team2.2. Work planWork plan3.3. Time and cost of activitiesTime and cost of activities
Project scheduleProject schedule Project budgetProject budget
4.4. Project risksProject risks5.5. Communication planCommunication plan6.6. Other management plansOther management plans
Course on Project Management
Elements of a Detailed PlanElements of a Detailed Plan
1.1. Project teamProject team2.2. Work planWork plan3.3. Time and cost of activitiesTime and cost of activities
Project scheduleProject schedule Project budgetProject budget
4.4. Project risksProject risks5.5. Communication planCommunication plan6.6. Other management plansOther management plans
Plan in moderation
Course on Project Management
Elements of a Detailed PlanElements of a Detailed Plan
1.1. Project teamProject team2.2. Work planWork plan3.3. Time and cost of activitiesTime and cost of activities4.4. Project risksProject risks
Plans to reduce riskPlans to reduce risk Plans for disasters Plans for disasters
5.5. Communication planCommunication plan6.6. Other management plansOther management plans
Course on Project Management
Elements of a Detailed PlanElements of a Detailed Plan
1.1. Project teamProject team2.2. Work planWork plan3.3. Time and cost of activitiesTime and cost of activities4.4. Project risksProject risks
Plans to reduce riskPlans to reduce risk Plans for disasters Plans for disasters
5.5. Communication planCommunication plan6.6. Other management plansOther management plans
Can’t you do anything right
Course on Project Management
Elements of a Detailed PlanElements of a Detailed Plan
1.1. Project teamProject team
2.2. Work planWork plan
3.3. Time and cost of activitiesTime and cost of activities
4.4. Project risksProject risks
5.5. Communication planCommunication plan Recipient, mode, frequency, Recipient, mode, frequency,
responsibilityresponsibility
6.6. Other management plansOther management plans
Course on Project Management
Elements of a Detailed PlanElements of a Detailed Plan
1.1. Project teamProject team
2.2. Work planWork plan
3.3. Time and cost of activitiesTime and cost of activities
4.4. Project risksProject risks
5.5. Communication planCommunication plan Recipient, mode, frequency, Recipient, mode, frequency,
responsibilityresponsibility
6.6. Other management plansOther management plans
Recipient What Frequency Mode Responsibility
Medical executive committee
Project status Monthly Verbal report Sponsor
SponsorsProject status Weekly
Written report Project manager
Project managerActivity status
At start and weekly Email Project team member
Course on Project Management
Elements of a Detailed PlanElements of a Detailed Plan
1.1. Project teamProject team
2.2. Work planWork plan
3.3. Time and cost of activitiesTime and cost of activities
4.4. Project risksProject risks
5.5. Communication planCommunication plan
6.6. Other management plansOther management plans Scope managementScope management Resource managementResource management Quality managementQuality management
Take Home LessonTake Home Lesson
Planning has many parts. Media Planning has many parts. Media plays an important role in themplays an important role in them