The document discusses project planning and project work plans. It describes the project planning process, which involves devising and maintaining a scheme to accomplish the goals of the project. The core processes of project planning include scope planning, activity definition, schedule development, resource planning, cost estimating, and developing the project plan. Facilitating processes support the core processes and involve tasks like quality planning, staff acquisition, communication planning, and risk identification. An effective project plan guides project execution, documents assumptions and decisions, facilitates communication, and provides a baseline for monitoring progress. The plan includes elements like specifications, the work breakdown structure, a master schedule, budgets, and management and personnel plans.

1. Project Planning
and Project Work
Plan
Presented by:
Ferdinand C. Importado
DBA 744 – Project Planning,
Development and Evaluation
October 7, 2012

2. Project process
A process is a series of actions bringing about a
result
Project management
processes
Describing and
organizing the work of
the project
Product-oriented
processes
Specifying and creating
the project product

3. What is planning?
Planning is the process of stating objectives
and then determining the most effective
activities or accomplishments necessary to
reach the objectives

4. Who makes the plans?
Everybody must plan
Project manager initiate the
planning process
Project manager coordinates
planning activities into the
overall project master plan

5. Characteristics of a project planner
Flexible Creative Responsive
Communicative Analytic

6. Planning process
Devising and
maintaining a
workable scheme to
accomplish the
business need that the
project was
undertaken to address

7. Project integration management

8. Project integration management
This involves coordinating
all of the other project
management knowledge
areas throughout the
project’s life cycle. This
integration ensures that
all the elements of a
project come together at
the right times to
complete a project
successfully.

9. Project integration management
Project Integration
Management
Project plan
development
Project plan
execution
Overall change
control

10. Project integration management
Initiating
Planning
Executing
Monitoring &
Controlling
Closing
Develop project charter
Develop primary project scope statement
 Develop project management plan
Direct and manage project
execution
Monitor and control project
work
Integrate change control
Close project

11. Core processes

12. Facilitating processes

13. Planning process
Core processes
• Scope planning
• Scope definition
• Activity definition
• Activity sequencing
• Activity duration estimating
• Schedule development
• Resource planning
• Cost estimating
• Cost budgeting
• Project plan development
Facilitating processes
• Quality planning
• Organizational planning
• Staff acquisition
• Communication planning
• Risk identification
• Risk quantification
• Risk response development
• Procurement planning
• Solicitation planning

14. Core processes
• Scope planning –
developing a written scope
statement as a basis for
future project decisions
• Scope definition –
subdividing the major
project deliverables into
smaller and more
manageable components

15. Core processes
• Activity definition –
identifying the specific
activities that must be
performed to produce the
various project deliverables
• Activity sequencing –
identifying and
documenting interactivity
dependencies

16. Core processes
• Activity duration estimating –
estimating the number of work
period which will be needed to
complete individual activities
• Schedule development –
analyzing activity sequences,
activity durations and resource
requirements to create the
project schedule

17. Core processes
• Resource planning – determining what
resources and what quantities
• Cost estimating – developing an
approximation of the costs of
the resources
• Cost budgeting –
allocating the overall cost
estimate to individual
work items

18. Core processes
• Project plan
development –
taking the results of
other planning
processes and
putting them into a
consistent and
coherent document

19. Facilitating processes
• Quality planning – identifying
which quality standards are
relevant to the project and
determining how to satisfy
them
• Organizational planning – identifying,
documenting and assigning project
roles, responsibilities and reporting
relationships

20. Facilitating processes
• Staff acquisition – getting the
human resources needed
assigned to and working on the
project
• Communication planning – determining the
information and communication
needs of the stakeholders; who
needs what information, when
will they need it, and how it will
be given to them

21. Facilitating processes
• Risk identification – determining which risks are
likely to affect the project and documenting the
characteristics of each
• Risk quantification – evaluating risks and risks
interactions to assess the range of possible
project outcome
• Risk response development – defining
enhancement steps for opportunities and
responses to threat

22. Facilitating processes
• Procurement planning – determining what to
procure and when
• Solicitation planning – documenting product
requirements and identifying potential
sources

23. Dimensions of project plan
development
Project plan
development
Inputs
Tools and
techniques
Output
• Other planning
outputs
• Historical
information
• Organizational
policies
• Constraints
• Assumptions
• Project planning
methodology
• Stakeholder skills
and knowledge
• Project
management
information
system
• Project plan
• Supporting
detail

24. Inputs to project plan development
• Other planning outputs –
includes all of the outputs
derived from the core and
facilitating processes as well as
the work breakdown structure
and supporting details
• Historical information – includes all available
historical information to assist in verifying
assumptions and assessing alternatives that
are identified as part of this process

25. Inputs to project plan development
• Organizational policies – formal and informal
policies that includes but are not limited to:
– Quality management
– Personnel administration
– Financial controls
• Constraints – factors that will limit the project
management team’s options
• Assumptions – factors that are considered as
true, real or certain but involves risk

26. Tools and techniques for project plan
development
Project planning
methodology
• Structured
approach used
to guide the
project team
during
development
of the project
plan
Stakeholder
skills and
knowledge
• Tapping
stakeholders
or other
professionals
for their
contributions
in the project
PMIS
• Gather,
integrate, and
disseminate
inputs of the
other project
management
projects

27. Project plan and project planning
A formal, approved
documents used to guide both
project execution and project
control
The processes involved in the
development of a project plan

28. Uses of project plan
 Guide project execution
 Document project planning
assumptions
 Document project planning
decisions
 Facilitate communication
 Define key management reviews
 Provide a baseline for progress
measurement and control

29. Purpose of project planning
Directing
Objectives
Goals
Special
influences
Constraints
on the
project scope

30. Purpose of project planning
Identifying
Actions
Risks
Responsibilities

31. Purpose of project planning
Guiding
Identification
of required
activities
Establishing
workable
procedures

32. Purpose of project planning
Preparing
Flexibility to
adapt to
changes
Retain the
qualities of
integrity and
durability

33. Elements of a project plan
Project summary An executive summary
that can be easily
absorbed by high-level
executives within a few
minutes that typically
identifies:
– Objectives
– Goals
– Constraints

34. Elements of a project plan
Specifications
Work Statement
Define the
characteristics and the
performance goals for
the final end product
Tells the contractor
what is desired, or
what exactly the
contractor proposes to
do

35. Elements of a project plan
Interrelates all tasks on a
common time scale
including:
– Names of the tasks and
work packages listed in
the WBS
– Names of the persons
responsible for each task
– Expected duration of each
task
– Due date of each task
Master Schedule

36. Elements of a project plan
Covers the rules and
practices to be
observed during the
project
Provides the project
manager with cost,
schedule and
performance status
Procedures Guide
Budgets and Cost
Control System

37. Elements of a project plan
Activity / Event /
Network Plan
Materials and Equipment
Forecast
Representation of how
the project activities and
events progress
Includes procurement
and management of
materials and equipment
that starts with the
documentation of what
materials and
equipments are needed

38. Elements of a project plan
Indicates which
organizational units
and which key
personnel are involved
in the process of
completing each task
of the project
Cross-Impact Matrix

39. Elements of a project plan
Project Organizational
Plan
• Indicates breakdown
of major project
responsibilities
• Who is specifically
responsible for each
project subsystem
and task
• Establish key
responsibilities

40. Elements of a project plan
Management Plan It should describe how
management will
conduct and monitor the
project that includes:
– Corporate organizational
charts
– Statements of authority
and responsibility
– Information and control
systems
– Top management plan
of attack

41. Elements of a project plan
This includes the labor
resource requirements
and organization that
will establish key
responsibilities,
numbers and
qualifications
Project Plan Personnel

42. Elements of a project plan
Reporting and Review
Procedure
It includes an early
assessment of required
reports, meetings,
presentations and
project documents to
determine those
contributing to the
overall or individual
activity performance

43. Other elements of a project plan
• Financial plan
• Contingency
analysis
• Logistics support
plan
• Facilities
requirement plan
• Market intelligence
plan
• Quality assurance
plan
• Configuration
management plan
• Security plan
• Test plan
• Production plan
• Make or buy plan
• Procurement plan
• Training plan

44. References:
Cleland, D. I., Ireland, L. P. (2007). Project Management:
Strategic Design and Implementation (5th edition).
McGraw Hill.
Michael, S. B. (1980). Project Planning. In L. C. Stuckenbruck
(Ed.) The Implementation of Project Management: The
Professional Handbook. (pp. 95 – 117). Addison-Wesley
Publishing Company.
PMI Standards Committee (1987). A Guide to the Project
Management Body of Knowledge (1996). Project
Management Institute.
Schwalbe, K. (2007). Information Technology Project
Management (5th edition). Cengage Learning Asia, Pte Ltd.