This is one of my self put-together manuals for beginners who want to learn how to use Microsoft Project. By using this step-by-step guide, the delegate should be able to grasp the basic planning skills and the logical thinking behind planning a programme from a blank sheet of paper.

1. Microsoft Project Training
Holiday Plan

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Set Project’s
•Audience
•Timescale
•Objectives
•Assumptions
•Constraints

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Project Name
Project Start date
Work with your calendar
Enter the activities

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Save file now !!!

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Schedule Date / Data Date
Set Project Start Date

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Set holidays

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Activities Skip lines to prepare
for inserting Sub
Headings

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Initial Planning
•Establish Structure
•Establish activities under each sub heading
•Set Milestones
•Sequencing (establish relationship between activities)
•Apply elements / constraints:
•Start / Finish date (split or no split)
•Human Factors (resource availability)
•Allow Nature (snow, storm, gale wind)
•Methodology
•Plant (accessibility, availability)

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Milestones
Change Duration to 0day

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Milestone appearance

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Decide durations of
each activity

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Can these activities start
at the same time?

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Save file now !!!

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Work the rest of the relationship
between other activities

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Move to MSP Manual
Input Constraints

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Notice the changes when
the holiday start time
changes

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Add Sub Headings
&
Indentations

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Use In-dents & Out-dents accordingly

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Formatting

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Notes Page

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De-select to avoid
printing notes page

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Don’t forget to save your file !!!

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Progress Planning
•Actuals but must be a true view
•Shortfall must be identified EARLY
•Recovery plan must be in place ASAP
•Corrective actions must be minuted and monitored
on a regular basis

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Key Performance Indicators
•S Specific
•M Meaningful
•A Accurate
•R Reliable
•T Timely

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Key Performance Indicators
Easy to obtain
Easy to present
Easy to understand
Easy to correct
Keep staff informed
how well they do !!!

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A quick reminder……

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Key questions before planning
•What is the plan for? What project?
•Why are we involved? What is the company’s role?
•Who are the recipients? Who will be using the plan?
•When is the plan needed? When is the deadline?
•Where will the plan be followed up? On Site / off site?
How to make Planning tools available?