When will the project be completed and how will it be executed? The “when” and the “how” are vital attributes of the project plan and the plan is one of the project managers most important tools.The plan is in its nature a tool to navigate towards a future desired destination.
Time is a key success criteria in most projects. Not only the time when the new product is delivered, deadlines are needed to move things forward and milestones are key to monitor if the project follows the plan.
By defining how the project will be executed, the plan is functioning as a mechanism to align people inside and outside the project about the overall path to follow, It is also putting order into the myriad of deliverables and activities that are to be carried out. The good plan is rooted in solid understanding of -the work to be made, it is aligned with actual resourced needed and is clear about underlying assumptions.
When navigating in unknown or turbulent waters (long term) planning can be useless, and rather than obeying a plan that is not valid, it make better sense to face realities and adjust to actual conditions.
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The path to a future destination – There can be many paths available but the project must select one road to follow towards the project goal. The below statements can be used to verify if a plan seems good:
Overview plan – When things are reaching a certain level of complexity it will in many cases pay off to create simple one-pager versions of the plan. These simple representations of the overall path are valuable in the planning process to maintain overview (you can get stuck in details), and also a strong tool when sharing the plan with the project team and stakeholders. It may require some graphical effort to transform a lot of underlying information into condensed easy-to-explain one-pagers. The typical content is:
Detailed plan – While the overview is showing the path, the backbone of the project plan is the detailed plan. It is in the detailed plan the bricks in the puzzle: deliverables, activities, resources and start/end days are joined into an executable plan. The level of details in the plan must match the purpose of the plan. More details does not necessarily mean better quality but pay special attention when relevant details are missing and replaced by (implicit or explicit) assumptions Below some checkpoints for the detailed plan
The planning process – The planning process is often valuable in it-self. Making breakdown of deliverables and activities usually reveals tasks, dependencies, risks, options and challenges nobody thought of. Having the team involved in the planning process is an option to share knowledge and to build understanding of the work to be made and to establish buy-in to the plan including the deadlines. As with everything else, also planning gets better when you exercise. Consider the planning process an investment, use the time needed initially and iteratively during the project to establish and improve plans on different levels including:
Make it happen – Plans are followed when somebody has the dedication to make things happen, and the mechanisms in place to trace progress and the ability to act when things do not go as it was planned. Make sure to define who is responsible for monitoring and reporting progress. In bigger projects this responsibility will normally be split on more persons. Also make sure to have iterative routines in place to track progress (weekly or bi-weekly) Establish mechanisms to track progress and make sure to do it in a way that can deliver “early warnings”. Waiting until milestones are missed can be way too late. Burn down graphs, sprint reviews, regular ETC updates are some techniques that can be used to deliver factual progress information. In a big project with many things happening in parallel, there will always be activities that for some reason develop in a way that was not projected, require special attention and creative problem solving. Be ready to have an eye on each finger, so you can spot those challenging activities and be ready to invest in finding solutions. Adjust to realities – It can happen that it is not just single activities that get out of control but rather the overall plan. Initial estimates may have been too optimistic, vital activities may have been missed or the plan approach is not right. It is always tough to realize when the plan is not good, but it is even worse to have a plan that is not being followed, not trusted by team and stakeholders, and not leading the project in the right direction with desired speed. |
| Activities |
| Establish project plan |
| Define overall plan ideas(Initial draft) |
| Document assumptions |
| Define tools to document project plan |
| Define who to involve in planning process |
| Plan and conduct planning meetings |
| Create overview plan (main deliverables and milestones) |
| Create detailed plan (w/detailed WBS and resource view) |
| Use detailed scope as basis for plan |
| Align project plan with resource availability |
| Define key milestones |
| Define critical path |
| Identify risky activities |
| Incorporate contingency into plan |
| Define external dependencies |
| Review plan / get plan approved |
| Confirm baseline plan version |
| Share project plan with team and stakeholders |
| Create plan presentation (overview) |
| Share plan with team and stakeholders |
| Share detailed parts of plan with specific target groups |
| Establish a process for assigning tasks to resources and for follow-up |
| Define a process for progress tracking |
| Plan updates |
| Prepare phase changes |
| Define process for plan updates |
| Risks |
| Unclear process for progress tracking |
| Problem: The project lacks an efficient method for regular progress monitoring. Consequence: It is difficult to know whether the project is on track. If things go wrong, early warnings may not be given and the opportunity to adjust the approach is missed. |
| Insufficiently shared project plan |
| Problem: The project team and key stakeholders have limited awareness of and commitment to the project plan. Consequence: There is a risk that the project plan will not function as a key reference point on what, how and when to deliver the project. Team members may not be aware of activities to be performed and may not work towards common milestones. |
| Complex project with many integrated activities |
| Problem: The planning process is time-consuming, the plan is complex and tight procedures for reporting during execution needs to be established. Consequence: Planning may be underestimated, agility during execution is limited and any change to the plan may have cascading effects. |
| Tight project plan |
| Problem: The project plan has a tight (or unrealistic) time frame with limited or no contingency. Consequence: It may not be difficult to realize the project within the defined time frame. Just a few deviations or unforseen activities can destroy the plan. |
| Poor project plan |
| Problem: The plan is missing specification of the work to be done, has unrealistic estimates or lacks commitment from project team members and key stakeholders. Consequence: It will be uncertain whether the project can be executed within the defined success criteria. The plan may not function as a key reference point for stakeholders. |
OBV Consulting ApS
Skovvej 5 DK-4180 Sorø
info@obvconsulting.dk
Ole Barkou Vilstrup
+45 61 62 73 12
obv@obvconsulting.dk
Good project knowledge base sets the scene for project management and provides an intro to its main disciplines. Get inspiration for project execution through action templates, risk lists, key figures and find inspirational guides on how to deal with typical challenges in projects. Read more