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Project Management
Tips for the strategy plan
      Daniele Pinto




    Project Management Tips - D. Pinto   1
Project Management Plan

This is a formal document that
define how the project will be
managed. It is composed by a set
of documents each one related to
a specific knowledge area.
                                                             Project Management Plan
                                                                     Integration




                        Project Management Tips - D. Pinto                             2
Integration
This is a part where all the basic information              Tips:
     are included:                                               Include a matrix of roles and
     You have a chapter for the enterprise                       responsibilities organized by knowledge
     environmental factors like laws and                         area and project phase, this will help to
                                                                 establish org chart, communication plan,
     regulations;
                                                                 and resource plan;
     The organizational process assets includes                  Include a process matrix per knowledge
     the knowhow (processes, patents and                         area and project phase so that it will be
     certifications) you will use.                               clear the way of working you will use
                                                                 during the project cycle.




                                  Project Management Tips - D. Pinto                                  3
Scope Management Plan
This is a part where you define how you                    Tips:
     manage the scope along the execution:                      Include a reference on the contract, the
     Where you will get the information about                   customer specification, eventually to the
     the scope to be delivered;                                 suppliers documentation;
     How you will verify the scope                              Include clear information about the
     (consistency and correctness), and how                     processes and tools used as a
     you will control it.                                       documentation repository and how you
                                                                will deal with the design change requests
                                                                (avoid scope creep).




                                 Project Management Tips - D. Pinto                                 4
Schedule Management Plan
This is a part where you define how you                     Tips:
     manage the schedule along the execution:                    Use as a reference your processes
     How you will define the activities needed                   workflow and define the standard
     to full fill the scope and how you will                     activities, avoiding to fall in
     schedule them;                                              “micromanagement”;
     How you will control the schedule, and                      Define how the progress is reported and
     how you will perform the reports.                           measured, ideally use Earned Value
                                                                 Analysis techniques.




                                  Project Management Tips - D. Pinto                                5
Cost Management Plan
This is a part where you define how you                    Tips:
     manage the costs along the execution:                      Most of the time the best estimation is a 3
     How you will estimate and then budget the                  point analysis;
     project;                                                   The Cost Breakdown Structure must be
    How you will monitor the cost.                              consistent with the Work Breakdown
                                                                Structure;
                                                                EVA is worth to perform because it relates
                                                                costs and progress.




                                 Project Management Tips - D. Pinto                                 6
Quality Management Plan
This is a part where you define how you                     Tips:
     manage the quality along the execution:                     The baseline is always the contract
     How you will define the acceptance                          together with the international standards
     criteria for instance in term of                            and the customer specifications;
     functionality, performance, and                             Define clear checklists and procedures to
     conformance to international standards;                     be performed for the acceptance of each
                                                                 item;
     How you will assure and control the
                                                                 Define clear procedure for closeout phase
     defined quality criteria.                                   and “lessons learned” process for
                                                                 continuous improvement.




                                  Project Management Tips - D. Pinto                                 7
HR Management Plan
This is a part where you define how you                    Tips:
     manage the human resources along the                       Plan to have as much as possible the team
     execution:                                                 co-located;
     How you will acquire, develop and release                  Plan team – building events along the
     the resources;                                             project execution and not only at the
     How you will define the responsibility                     beginning.
     matrix;
    How you will deal with conflicts.




                                 Project Management Tips - D. Pinto                                 8
Communication Management Plan
This is a part where you define how you                  Tips:
     manage the communication along the                       Build a stakeholders matrix to records as
     execution:                                               much possible information to handle them
     How, when, what you will communicate;                    in a proper way;
                                                              Build a communication matrix and be
     To whom and by whom the                                  aware that you are the only one in the
     communication will be handled.                           project team that should communicate
                                                              with the customer/sponsor, avoiding
                                                              “rumours and misalignments”.




                               Project Management Tips - D. Pinto                                9
Risk Management Plan
This is a part where you define how you                   Tips:
     manage the Risks along the execution:                     Define a risk breakdown structure
     Which methodology will be used to asses                   according to your WBS and schedule so
     the risks;                                                that impacts of risks (costs/time) can be
     How the risk and opportunities will be                    easily evaluated and quantified;
     treated;                                                  Assessments should be planned along the
     How risks will be monitored.                              execution with the involvement of the full
                                                               team in order to control the risks and
                                                               update the risk matrix properly.




                                Project Management Tips - D. Pinto                                10
Procurement Management Plan
This is a part where you define how you                   Tips:
     manage the procurement along the                          Keep a list of maximum 2 or 3 preferred
     execution:                                                suppliers (not to long not to short);
     How you will perform the Make-or-Buy                      Schedule properly the supplier
     analysis;                                                 deliverables, also with intermediate steps.
     Which contract type will be used;
    How the suppliers will be monitored.




                                Project Management Tips - D. Pinto                                 11

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Project Management Plan

  • 1. Project Management Tips for the strategy plan Daniele Pinto Project Management Tips - D. Pinto 1
  • 2. Project Management Plan This is a formal document that define how the project will be managed. It is composed by a set of documents each one related to a specific knowledge area. Project Management Plan Integration Project Management Tips - D. Pinto 2
  • 3. Integration This is a part where all the basic information Tips: are included: Include a matrix of roles and You have a chapter for the enterprise responsibilities organized by knowledge environmental factors like laws and area and project phase, this will help to establish org chart, communication plan, regulations; and resource plan; The organizational process assets includes Include a process matrix per knowledge the knowhow (processes, patents and area and project phase so that it will be certifications) you will use. clear the way of working you will use during the project cycle. Project Management Tips - D. Pinto 3
  • 4. Scope Management Plan This is a part where you define how you Tips: manage the scope along the execution: Include a reference on the contract, the Where you will get the information about customer specification, eventually to the the scope to be delivered; suppliers documentation; How you will verify the scope Include clear information about the (consistency and correctness), and how processes and tools used as a you will control it. documentation repository and how you will deal with the design change requests (avoid scope creep). Project Management Tips - D. Pinto 4
  • 5. Schedule Management Plan This is a part where you define how you Tips: manage the schedule along the execution: Use as a reference your processes How you will define the activities needed workflow and define the standard to full fill the scope and how you will activities, avoiding to fall in schedule them; “micromanagement”; How you will control the schedule, and Define how the progress is reported and how you will perform the reports. measured, ideally use Earned Value Analysis techniques. Project Management Tips - D. Pinto 5
  • 6. Cost Management Plan This is a part where you define how you Tips: manage the costs along the execution: Most of the time the best estimation is a 3 How you will estimate and then budget the point analysis; project; The Cost Breakdown Structure must be How you will monitor the cost. consistent with the Work Breakdown Structure; EVA is worth to perform because it relates costs and progress. Project Management Tips - D. Pinto 6
  • 7. Quality Management Plan This is a part where you define how you Tips: manage the quality along the execution: The baseline is always the contract How you will define the acceptance together with the international standards criteria for instance in term of and the customer specifications; functionality, performance, and Define clear checklists and procedures to conformance to international standards; be performed for the acceptance of each item; How you will assure and control the Define clear procedure for closeout phase defined quality criteria. and “lessons learned” process for continuous improvement. Project Management Tips - D. Pinto 7
  • 8. HR Management Plan This is a part where you define how you Tips: manage the human resources along the Plan to have as much as possible the team execution: co-located; How you will acquire, develop and release Plan team – building events along the the resources; project execution and not only at the How you will define the responsibility beginning. matrix; How you will deal with conflicts. Project Management Tips - D. Pinto 8
  • 9. Communication Management Plan This is a part where you define how you Tips: manage the communication along the Build a stakeholders matrix to records as execution: much possible information to handle them How, when, what you will communicate; in a proper way; Build a communication matrix and be To whom and by whom the aware that you are the only one in the communication will be handled. project team that should communicate with the customer/sponsor, avoiding “rumours and misalignments”. Project Management Tips - D. Pinto 9
  • 10. Risk Management Plan This is a part where you define how you Tips: manage the Risks along the execution: Define a risk breakdown structure Which methodology will be used to asses according to your WBS and schedule so the risks; that impacts of risks (costs/time) can be How the risk and opportunities will be easily evaluated and quantified; treated; Assessments should be planned along the How risks will be monitored. execution with the involvement of the full team in order to control the risks and update the risk matrix properly. Project Management Tips - D. Pinto 10
  • 11. Procurement Management Plan This is a part where you define how you Tips: manage the procurement along the Keep a list of maximum 2 or 3 preferred execution: suppliers (not to long not to short); How you will perform the Make-or-Buy Schedule properly the supplier analysis; deliverables, also with intermediate steps. Which contract type will be used; How the suppliers will be monitored. Project Management Tips - D. Pinto 11