Showing posts with label Planning. Show all posts
Showing posts with label Planning. Show all posts

Set a GOAL to plan the work and work the plan

What are Plan Goals?

What's more more difficult than developing the project plan?  Setting goals for planning the work and setting goals for executing the work defined by the plan.  Setting goals for planning and executing the work provides clarity and helps the project team members commit to executing work defined in the plan.




Setting a Goal to Plan the Work
How to define goals for creating and maintaining the plan

As a project initiates, or even prior to initiation, an agreement of how the plan will be created and maintained needs to be defined.  This is different than developing project goals.  It is also different than defining the project methodology.  Invest in setting, communicating, executing, and committing to goals for planning itself.

Some barriers for setting plan goals include:
-The people who contribute to the plan don't understand their role
-At the early stages of a project, there may not be a 'project' at all and therefore a lack of clarity that something needs to be planned
-A bridge between higher level strategy and the need for a plan may not be obvious
-Competing priorities prevent the right people from allocating time to plan
-Budgets do not account for the time and effort it takes to plan
-Urgency and eagerness to work quickly may cause proper planning to be skipped altogether

Most project methodologies provide guidelines for initiating and controlling the project.  Reinforce these methods with a Pledge to develop the plan.


Communicating Goals
How to build a team to define goals for a plan

Once plan goals are agreed, it is important to communicate the goals and ensure impacted people understand their roles.  This goes a long way to breaking through planning barriers.  As part of project initiation, you should have key stakeholders, contributors, and decision makers defined.  This is the team that needs to understand plan goals.  A face-to-face 'kick off' planning meeting is best.  Second best is a real-time video or web conference.  Plan goals should not be communicated in email exclusively.  Use email as a follow up reminder.




Setting a Goal to Work the Plan
How to define goals for executing work defined by the plan

Once goals are set for creating and maintaining the plan, set goals to define how to actually work the plan.  These goals should be agreed in advance of work commencing and may fall in line with the chosen project methodology.  Even if a methodology is available and agreed, goals for committing to exactly how the project will (or will not) follow the methodology is critical.


Committing Goals
How to agree to goals to work the plan

Finally, a commitment to how actual work against the plan will commence is needed.  This is the foundation of a project team's ability to determine progress against the plan and the Estimate to Complete (ETC).  This should fall in line with the project methodology, including a clear agreement on what part of the methodology is included / excluded.





A Simple Plan

How to run a great project

Implementation = Stated Objectives
Your job is to determine how best to implement deliverables to meet stated objectives:

  • If technology or objectives are not yet known, then ensure definition, funding, and alignment with key stakeholders 
  • Perform the full life-cycle execution work 
  • Along the way, coach and train employees in preparation for project closure and transition to production support 

Recipe for Success

  • INITIATE by defining objectives, funding, and stakeholder alignment 
  • Agree on how to CONTROL the project  
  • EXECUTE against the plan and allow for course corrections 
  • DELIVER and delight the client!



    Initiate
    • Establish the methodology to be used
    • Memorize the Guide to the Project Management Body of Knowledge (PMBOK®)" guide. Please note: PMBOK® is a registered trademark of the Project Management Institute and is referenced here in the spirit of education and open content.
    • Integrate with company’s methodology
    • Define roles & responsibilities
    • Define the communication plan
    Control
    • Assess project health and constraints
    • Are desired timeline, cost/resource plan, and quality/scope in balance?
    • Ask this question daily and course correct
    • Review with project leads weekly
    • Escalate to senior management at least monthly
    Execute
    • Establish key work streams and control points
    • Establish Integration points
    • Create processes for:
    1. on-going scope control
    2. plan and budget updates
    3. decision models
    4. issues/risk management
    5. test and quality management
    6. team staffing
    7. procurement
    8. hand off points
    9. standards
    Deliver
    • Prepare for production release
    • What are the go-live criteria?
    • Who is responsible for measurement and approval?
    • Plan for:
    1. post production stabilization
    2. project closure
    3. transition to long-term maintenance
    4. Conduct lessons learned
    Project Lines to Live By
    • Communication is 95% of the picture
    • Lead with a carrot, not a stick
    • Lead by example
    • Sit on the three-legged stool every day (are time, cost, and quality in balance?)
    • Manage by walking around
    • Start and end the day with this question: Are we doing the right thing?
    • You always miss 100% of the shots you don’t take
    • Have fun, make fun