4. Project Planning –
5 Stages
• Prepare project overview
• Develop activity plan
• Assign responsibilities
• Put plan into action; track progress
• Prepare closeout report
5. • High-level summary of the project
• Sets the overall scope
• Clearly written to communicate
• Team leader responsibility
• Critical to get this right!
Stage One:
Project Overview
6. What’s In a Project Overview?
• Statement of Problem (or Opportunity)
• Goals and Objectives
• Measures of Success
• Approach, Process, and Timing
• Assumptions and Risks
7. Let’s Use the Following Example
You have taken a new job, and it is a
significant distance from home. You
are concerned your current car will
not be reliable given its age.
In your course materials, and pull out Appendix
pages A26 - A28.
8. Questions -
• What is our problem, or opportunity,
or situation to be changed?
• What is our goal?
9. Goals andObjectives
• Goals and objectives describe what we
want to achieve to solve the problem or
take advantage of the opportunity
– Keep them simple
– Focus on the important items
– Collectively, they define the scope
– They must be measurable for success
– Clearly written
10. Goals and Objectives
- Use the SMART Test
S – Specific
M – Measurable
A – Attainable
R – Relevant
T – Time-Based
11. Question -
• Based on our project goal,
What are our most important
objectives?
12. Measures of Success
• Our desired results that can be
quantified
– Numbers, frequency, degrees of change
• Avoid intangible measures
– Make it “better”
• Superlatives can be hard to achieve!
– Avoid use of “all” or “never”
13. Question -
• What measures of success
should we use in our
project example?
14. Approach, Process, & Timing
• Describe how we will go about our
work – what will we do?
• Define the schedule you will follow
• Consider how success was achieved
in similar projects
• For a new project – be creative!
17. Video Review
• What approaches did the team
consider?
• What assumptions were
challenged?
• What was necessary for the novel
approach to be considered?
18. Question -
• What approach should we follow for
our project?
• What schedule do you want to meet?
19. Assumptions and Risks
• We need to consider the things we
expect to happen, and the “what ifs”
• Assumptions
– Things we believe will happen
– Things needed to be true for success
• Risks
– Undermine success
– Actions can be planned to offset risks
20. Assumptions and Risks
Might Include:
• Resources needed
• Timing of resources
• Events outside our control
• Potential delays and their effect
21. For your Patrol’s project idea:
• Together, quickly outline a Project
Overview for your project
• Be prepared to share your solution
Take 5 minutes to complete
Patrol Activity -
23. Project Overview . . .
. . . A Quick Review
• Defined our problem
• Listed goals and objectives
• Decided on measures of success
• Described our approach and timing
• Considered assumptions and risks
24. A Project Overview . . .
• Helps ensure success
• Helps get everyone on “one page”
• Helps prevent
– Getting off track
– Scope creep
26. Activity Plan
• Define the activities and tasks needed to
achieve our goals
• Organize & Prioritize activities and tasks
• Identify which tasks depend on others
• Assign team members to activities
• Define dates to begin and finish
28. Activity Plan
Replace Car
Choose
Make/Style
Shop for
Car
Make
Purchase
Mileage
Space
Features
Cost Limit
Body
SUV?
Make?
Colors
Negotiate
Finance
Prep
Receive
Online
Dealers
Buyer
Set Price
Define
Needs
29. Project Activities and Tasks
Should . . .
• Pass the “SMART” test
• Have clear start and stop times
• Include estimated time and cost to
complete
• Be assignable and manageable
32. “If you keep on doing what you’ve
always done . . .
. . . You will keep on getting what
you’ve always got.”
• We must challenge assumptions
• We must think outside the box
34. Assign Activities
Team Leader Should -
• Confirm availability of resources
• Understand team member skills
• Match skills to tasks
• Establish progress milestones and
reporting procedures
35. Assign Activities
Team Members Should -
• Know project’s purpose
• Understand their assignments
• Know the availability of resources
• Be clear about deadlines
• Understand how to address issues
37. Work the Plan
• Now is the time to let the team do its
job!
• Staying to the plan is the clearest
path to success!
• A well-laid plan will help ensure a
team is performin’ . . . not stormin’!
38. Work the Plan
• Get the project going
• Provide leadership to the team
• Assist with decisions & problems
• Obtain additional resources
• Monitor progress of activities
• Monitor team performance
The Leader Should -
40. Closing Out the Project
• Recognize team members
• Prepare After-action report
• Goals and objectives met?
• Completed on schedule?
• Lessons learned?
• Ideas/recommendations for future
projects
41. Summary
Five Stages of Project Planning
1. Develop a Project Overview
2. Plan the Work
3. Make Activity Assignments
4. Put the Plan into Action
5. Prepare Project Closeout
