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Route 9 Planning - Coggle Diagram
Route 9 Planning
9.1 Principles of project planning
Identification of project aims and objectives
Aims
This is the intended outcome of project will be (Broad)
Example: Implement updated digital technology into a manufacturing process
Objectives
Specific statements and define steps that need to take to achieve outcome of project
These statements define measurable outcomes
Objectives should also be SMART ↓
Achievable
Ensures objective is not over-ambitious and that it can be easily achieved taking all factors into consideration
Specific
Precise about what is going to be done/carried out
Realistic
If resources are available to achieve objectives, and if resources include time, skills and personnel
Measurable
Clear when the objective has been achieved
Time constrained
Important to identify when each stage needs to be completed. Have time factored in for potential delays
Project scope
User/client requirements
Requirements of project must be clearly understood and documented
Stakeholders must be identified, and their own needs and interests must be considered when project plan is created
Information must be gathered about each of their needs and expectations, informs the baseline for project scope, timelines and budget
Business case
Analyses how project will support organization business strategy and maintain any competitive advantage in market
Business case is important input into project mangement plan and when project is complete.
Businesses cases can take many formats but common components that should be included are:
Reasons for project
Expected benefits - expressed in measurable terms
Options - brief description of alternative approaches considered
Project plan - providing task-level details of project presented on timeline to help assign tasks/responsibilities and track all areas
Stakeholder roadmap, presents high-level strategic view of project and doesn't include day-to-day tasks, nor detailed view of roles and responsibilities
Part of project planning requires project manager to determine and document list of specific project goals, tasks etc
Defining scope of project is important as it indicates what project entails, and all stakeholders can understand what is involved
Provides a roadmap that is used to schedule work, allocate budget and assign tasks. helping project team to focus on objectives
Ensures project does not expand outside of original aim
Timeline and deadlines
Timeline
Shows what phases of projects are in past and what are current progress, to know what is left to complete
Key elements:
Duration of the tasks
Who the tasks are assigned to
Start and due/end date of the tasks
Task dependencies
Benefits
Multiple tasks and project management phases are in one location
Provides simple, visual presentation of project to enable teams to understand and discuss task/project progress
Provides realistic review of project that can assist teams in their recovery from setbacks or adjust to any major changes that may be required
Team members can focus on important tasks/activities
Managers can sequence the events across project so team members are not overloaded with work which would have difficulty completing
Helps promote improved time and resource management
Deadlines
Deadlines can be imposed by the customer, executive management, project manager etc.
Sometimes there is small degree of flexibility within deadline set and sometimes cannot be changed at all
Many organizations and project mangers miss deadlines occasionally and therefore flexibility with respect to deadlines may have been built
Linked to organizational strategic objectives
Strategic objective is a bigger vision for organizations
Project planning is used as implementation phase of an overall strategic plan
These strategic objectives can help organization to address the vision, mission and goals and share with team
Following should be considered:
Prioritization - decision must be made on which projects are also organizational prioritizes, should then be broken down into actionable steps
Project management methodologies - Important to choose one that is appropriate for project and intended strategy
Roles of leadership within an organization - leadership can have a major influence on culture of company
Completing the work - Team with a good leaver can follow a strong project management methodology and has a better chance of following through their tasks
Resource requirements
People and skills
Important to find correct people with relevant skills to become part of project management team
If people are involved with other tasks elsewhere in a business, then it is important to take these commitments into account to check on availability
Estimates and costings
Summarization of individual cost elements of project
Important to use cost methods and valid data to estimate future costs can be calculated
Projects always attract risks and those in turn bring in unexpected costs, cost estimation takes several factors into consideration
Facilities
Plan where facilities are required, including toilets, breakout areas, food and drinks facilities, health and safety etc.
Venues/premises
Considerations for venues/premises depend on requirement of project, where project review meetings will take place, locations where project activities will take place etc
A good resource plan will:
Prevent underutilization of resources
Assist the planning of resources required
Reduce over allocation of resources
Minimize task and resource dependencies
Hardware and software
Hardware can include computers, networks and scanners etc Software can be bespoke packages, off-the-shelf packages, software from cloud etc
Equipment
Equipment required will depend on project, equipment can include computers, whiteboards etc
Stakeholder engagement
Important that stakeholders are engaged and organization has a clear vision can be achieved through robust strategic planning process and effective plan
Key stakeholder opinions are very valuable when planning a project. they an provide useful information relating to operating environment of business
Stakeholders can include, board of directors, businesses owners, employees, shareholders, customers, suppliers
Budgeting
9.2 Application of project planning techniques in a business context
Under-resourced
Unable to delivery outcomes
Negative environmental impact
Exceeding timeframes
Escalating costs
Health and safety risks
Scope creep
9.3 Application of project planning techniques in a business context
Programme evaluation review technique
PERT chart looks similar to a railway map and consists of circles or rectangles.
Represent tasks/activities or milestones, lines drawn between circles or rectangles to represent dependent tasks/activates and timescales allocated to them
PERT charts can also be used to show the critical path of the project
Critical path analysis
Critical path is the path project should take to be completed. It shows dependent tasks and analyses them to calculate total time to complete project
Path then shows shortest time project will take to complete, critical path will show tasks that are critical to project and those that are not
Work breakdown structure
It's a visual, hierarchical and deliverable-orientated deconstruction of a project
Allows project managers work backwards from final deliverables of a project and identify all activities that are required
Steps of project are outlines in an organizational chart of the work breakdown structure WBS, useful for planning and scheduling
Four levels:
top level - final project deliverable
Controls account - main phases of project and associated deliverables
Work packages - group of tasks that feed into controls account level
Activities - activities needed to complete the work package
Must have, should have, could have, won't have
MoSCoW Important that you know which format you are using based on wont have or would have options
Man projects start with a limited list of requirements, only to discover that the requirements of the client have not been fully understood
Once full set of requirements been identified they should be ranked, helps everyone involved understand which are most important requirements
Indicates what are not so important if there is a restriction, with resources or budget skilled specialists etc.
Responsible, accountable, consulted or informed
RACI, is a chart responsibility assignment that is used to map out every task, milestone or key decision that is required to complete a project
Roles are assigned which are responsible for each of the actions