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Guidelines For Managers

Model Guideline #11

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Project Planning

Guideline Goal

To ensure the creation of a sound plan for project implementation which is understood and incorporated into the supporting Project Charter as part of the justification for funding approval

Expectations - 1

The Project Definition Phase Manager is responsible for developing the Project Implementation Plan

    • Together with the members of his/her Project Team

The plan will include:

    • Scope descriptions & WBS
    • Procurement/Contracting Strategy
    • Risk and mitigation strategies
    • Proposed Project Organization Chart
    • Personnel and resources required
    • Updated Key Success Indicators
    • Assumptions upon which the plan is based

Key Success Indicators (KSIs) - 1

Those project management indicators that

    • Are determined at the beginning of the project
    • Are listed in order of priority
    • Reflect directly on the key objectives of the project, and
    • Provide the basis for project management trade-off decisions during the course of the project

Key Success Indicators (KSIs) - 2

And the KSIs after completion of the project

    • Are most likely to result in the acceptance of the project, and its product by the project's stakeholders
      • As being successful
      • In terms of 'customer' satisfaction
    • And can be measured
      • At some time, in some way, on some scale

Expectations - 2

The plan forms the basis for

    • Managing, performing, controlling and auditing the project in subsequent phases, and
    • A post-project implementation review
    • And/or a performance audit

Expectations - 3

Where the resources of other departments are involved

    • Each department must identify the extent of their participation
    • Develop and work to an agreed budget
      • Which is incorporated into the total Project Budget

Particulars - 1

The detailed Project Implementation Plan is developed in Phase 2, Stage 2, Project Planning

It is maintained by subsequent Project Phase Managers

    • It may be referred to as a Project Charter, or a Project Brief
    • And should be viewed as the project's "bible" for the implementation of the project

Particulars - 2

The details of a good project plan should address each of the following:

    • Scope
    • Quality
    • Time
    • Cost
    • Risk
    • Organization and Resources
    • Procurement Strategy
    • Communications, and
    • Key Success Indicators

Definitions and Responsibility

Definitions to be included

    • Project Implementation Plan, Key Success Indicators, Project Team

Primary responsibility

    • Project Definition Phase Manager

Responsible to

    • Project Sponsor