14 STEPS for PM

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14 STEPS

PROJECT MGT

STEP #1: - IDENTIFY THE PROJECT SPONSOR / PRODUCT OWNER

MEET WITH YOUR PROJECT SPONSOR, project champion
YOUR BOSS
PERSON WHO ASKED YOU TO RUN A PROJECT OR FIX A PROJECT
BUSINESS CASE
FEASIBILITY STUDY
fix a problem
what does the outcome look like
end result look like
what do they want to gain
seen some thing like this before
blue print
any documentation
STATEMENT OF WORK
CONTRACT
STRATEGIC MANDATE

STEP #2: - DEVELOP A PROJECT CHARTER

PROJECT CHARTER
HIGH LEVEL INITIATION
PROJECT BRIEF
1-2 PAGE DOCUMENT
HIGH LEVEL OBJECTIVES
JUSTIFICATION
TIME LINES NEEDED, DURATIONS, EXPECTATIONS
BUDGET
KEY DEPENDANCIES
KEY STAKE HOLDERS
KEY MILESTONES
SIGN THE CHARTER BY YOUR BOSS, SEND OUT EMAILS TO ALL THE HIGH LEVEL MANAGERS
GIVES YOU CREDIBILITY

STEP #3: - IDENTIFY THE STAKEHOLDERS

START TO IDENTIFY THE STAKE HOLDERS
ANYONE WHO HAS SOME THING TO DO WITH THE PROJECT
POSITIVELY
NEGATIVELY AFFECTED
AFFECT THIS PROJECT
DECISION MAKER
DEPT HEAD
SUPPLIER
ANYONE WHO HAS TO DO WITH THIS PROJECT
FROM INSIDE OUT

STEP #4: - DEVELOP YOUR PROJECT MANAGEMENT PLAN DRAFT

BEGIN TO DEVELOP YOUR PROJECT MANAGEMENT PLAN
REGULATIONS
CONSTRICTIONS
NOT DONE IN ONE DAY
FEW DAYS TO FEW WEEKS
SUBSIDIARY PLANS

STEP #5: - ADD REQUIREMENTS

COLLECT REQUIREMENTS
CONDITION
CAPABILITY
CONSTRAINTS
BEGIN DATE
END DATE
BUDGET, MAX
WORKING HOURS REQUIREMENTS
RESOURCES UTILIZATION REQUIREMENTS
CONDITIONS OF THE PLAN
WHAT DOES THE PRODUCT DO
SPECIFICATIONS
QUALITY
SAFETY REQUIREMENTS
WHAT IT TAKES TO ACTUALLY MANAGE THIS PROJECT / PRODUCT
PRODUCT REQUIREMENTS
PROJECT REQUIREMENTS

STEP #6: - DEVELOP THE SCOPE STATEMENT

DEVELOP YOUR SCOPE STATEMENT
LIKE AN EXPANDED PROJECT CHARTER
WHAT WILL YOU DELIVER
COACHING
TRAINING
TECH MANUALS
WHAT IS THE DELIVERABLES GOING TO BE
LIST OF REQUIREMENTS
WHAT IS EXCLUDED
WHAT IS NOT PLANNED FOR
STATE THEM IN THE EXCLUSIONS

STEP #7: - DEVELOP THE WORK BREAKDOWN STRUCTURE

WORK BREAK DOWN STRUCTURE
ORG CHART IN THE WBS STYLE
BREAK IT DOWEN BY THE NATURE OF THE WORK
INTO SMALLER TINIER PIECES

STEP #8: - CONVERT THE WBS INTO TASKS WITH DURATIONS

WHAT RESOURCES WILL BE REQUIRED FOR EACH OF THE TASKS IN THE WBS
ASSIGNBED TO A TEAM LEAD
THEIR OWN RESOURCES
FOR THAT ONE TASKS
GO TO THE DEPT HEADS AND ASK FOR RESOURCES
HOW MANY HOURS CAN ALLOCATE TO THE PROJECT
OR MAYBE NEED EXTRA CONTRACTORS
OWN TEAM
MATRIX ORGANIZATION

STEP #9: - DEVELOP PROJECT SCHEDULE

PROJECT SCHEDULE
GHANT CHART
EXCEL CHART
CONNECTIONS BETWEEN ACTIVITIES
PROJECT OR PRIMAVERA
DURATIONS
DEPENDANCIES
LEADS AND LAGS
GET SIGN OFF FROM SPONSOR
OVERLAP ACTIVITIES INTO PARALLEL
FAST TRACK OR OVERLAP ACTIVITIES
MIGHT INCREASE RISK
LOOK FOR CLASHES
BUILD EFFICIENCY IN TEAM, TOOLS
REMOVE UN-NEEDED BUFFERS
VERIFY RISKS

STEP #10: - DEVELOP THE PROJECT BUDGET

DEVELOP THE PROJECT BUDGET
COST ESTIMATES
RESOURCES
WEEKLY
MONTHLY
QUARTERLY
CASH FLOW ANALYSIS
KNOW YOUR FUNDING

STEP #11: - DEVELOP THE RISK PLAN, OR RISK REGISTER

ASKING YOURSELF WHAT CAN GO WRONG
RISKS IN THE PROJECT
REQUIREMENTS
WORK PACKAGES
OUTSOURCING WORK
BUDGETS
NEGATIVE IMPACTS

STEP #12: - MITIGATE RISKS / RISK MITIGATION PLAN

MITIGATE THOSE RISKS
THOSE WHICH WILL AFFECT YOUR PROJECT OBJECTIVE
THOSE THAT WILL NOT AFECT
AVOID THE RISK
TRANSFER THE RISK, BUY INSURANCE
REDUCE THE PROBABALITY OF THE RISK, TRAINING
ACCEPT THE RISK, ADD BUDGET, DO NOTHING

STEP #13: - UPDATE THE PROJECT MANAGEMENT PLAN WITH NEW DETAILS - FINAL

ACCEPT THE RISK, ADD BUDGET, DO NOTHING
UPDATE THE RISK MANAGEMENT PLAN WITH ALL THE MITIGATION ACTIONS
UPDATE THE PROJECT MANAGEMENT PLANS WITH ALL THE RISK UPDATES
INCREASE PROJECT SAFETY

STEP #14: - PLAN REVIEW WITH SPONSOR & FINAL PLAN SIGN OFF

REVIEW THE UPDATED PROJECT MANAGEMENT PLAN WITH SPONSOR
WHO YOU TALKED TO
WHAT RISKS WERE IDENTIFIED
WHAT ACTIONS YOU TOOK TO MITIGATE THEM
FINAL PROJECT PLAN
ALL THE PROJECT BASE LINES
SCOPE BASE LINE
SCHEDULE BASELINE
BUDGET BASELINE
QUALITY BASE LINE
FULLY DEVELOPED PLAN
GET THE PLAN SIGNED OFF

THEN GO TO PROJECT EXECUTION =>

POST PROJECT REVIEW

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