Objective: To establish a structured daily routine for the Project Management Team to effectively plan and manage project tasks and activities.
Importance of Establishing a Structured Daily Routine for Project Management
Efficiency and Productivity: A structured daily routine ensures that the Project Management Team maximizes their time and productivity by allocating specific time slots for key tasks. This prevents inefficiencies caused by ad-hoc planning and task management.
Task Prioritization: By outlining a daily schedule, the team can prioritize tasks effectively based on their importance and urgency. This helps in ensuring that critical tasks are addressed promptly, reducing the risk of project delays or bottlenecks.
Alignment and Coordination: The SCRUM cadence provides a platform for team members to align their efforts and coordinate activities.Â
Risk Mitigation: Having a structured plan allows the Project Management Team to anticipate potential risks and proactively address them. By dedicating time for tasks such as inventory management, quality assurance, and escalation procedures, the team can mitigate risks associated with project execution and delivery.
Customer Satisfaction: Effective project management directly contributes to customer satisfaction by ensuring that projects are delivered on time, within budget, and meet quality standards. A structured daily routine helps in streamlining project workflows, reducing errors, and enhancing overall project outcomes, thereby enhancing customer satisfaction.
Resource Optimization: The SCRUM cadence facilitates efficient utilization of resources, including personnel, time, and materials. By allocating specific time slots for different activities and tasks, the team can optimize resource allocation, minimize idle time, and improve overall resource utilization.
Continuous Improvement: The structured daily routine serves as a framework for continuous improvement. By regularly reviewing and analyzing project performance, identifying areas for optimization, and implementing corrective measures, the team can drive continuous improvement in project management processes and outcomes.
Establishing a structured daily routine for Project Management through the SCRUM cadence is crucial for ensuring efficiency, productivity, alignment, risk mitigation, customer satisfaction, resource optimization, and continuous improvement in project execution and delivery. By adhering to this plan, the Project Management Team can effectively plan and manage project tasks and activities, ultimately leading to successful project outcomes.
Policy:
Adherence: All members of the Project Management Team are required to adhere to the SCRUM outline at the designated times to best ability.
Ticket Management: Tickets and personal queues must be up to date and managed appropriately to ensure timely resolution of tasks.
Task Prioritization: Tasks should be prioritized based on project requirements and urgency.
Communication: Regular communication via emails, chats, and escalations is essential for effective project management. Ticket updates are the most important. "If it's not in the ticket, it didn't happen."
Escalation Procedure: Any issues or delays must be promptly escalated according to the escalation process [LINK].
Documentation: Accurate and up-to-date documentation of project activities, including Salesforce updates and MIP tickets, is mandatory. "If it's not in the ticket, it didn't happen."
Quality Assurance: Quality checks must be performed with attention to details and update MIP tickets to ensure compliance with standards.
Timeliness: SCRUM schedule must adhere to established timelines, and any deviations or difficulty to keeping to established timelines should be communicated and addressed promptly.
SCRUM Cadence Schedule
0800 - 0830 AM SCRUM:
Outline the tasks and objectives for the day.
Manage tickets and personal queues.
Create a task list if needed.
Check emails, chats, and escalations from overnight.
0830 - 0900 AM Site Assignment:
Fill inventory requests and match with MIP and Bill of Materials (BoM).
Transfer Pre-Flight units from Generic Pro-Vigil Salesforce account to Client account in Salesforce.
Move Pre-Flight tickets to On-Boarding group for Site Assignment.
0900 - 1000 AM Project Completion:
Push MIP tickets returning from On-Boarding through Final QA.
Update Salesforce and move to Installed status.
Create CS-Onboarding ticket and assign to Site Enablement - Customer Onboarding group.
Escalate any MIP tickets overdue for site assignment (over 24 hours).
1000 - 1200 PM Kickoff Calls and Prep:
Conduct scheduled kickoff calls.
Ensure alignment between Salesforce and MIP tickets.
Initiate Project Setups.
1300 - 1400 PM Close Morning Installs and Move to SE:
Verify completion of morning scheduled installs by FTS team.
QA install in MIP ticket and update Salesforce.
Move MIP to On-Boarding group for Site On-Boarding.
1400 - 1500 PM Project Set Up (Continued):
Create MIPs from Booked assignments.
Update MIPs based on scheduled kickoff calls.
Fulfill new inventory requests.
1500 - 1600 PM Schedule and Documentation:
Generate work orders if needed.
Schedule lifts/equipment rentals.
Communicate with Technicians for updates on installs where required.
Update MIPs and created side conversations if necessary.
1600 - 1700 PM COB Close Afternoon Installs and Move to SE:
Verify completion of afternoon installs by FTS team.
QA install in MIP ticket and update Salesforce.
Move MIP to On-Boarding group for Site On-Boarding.