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Planning

Planning

Learn how to plan your project.

Planning your project needs a lot of works to do, all the details and requirements of your project should be established, this are but not limited to project scope, quality, schedule,procurement, communication, human resources,claims, health and safety requirements and more.

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5 STEPS FOR PROJECT MANAGEMENT

STEP 1 : INITIATING

1. Initiating process

1.1 Developing the Project Charter

1.2 Identifying Stakeholders

STEP 2 : PLANNING

2. Planning process

2.1 Developing Project Management Plan

2.2 Collecting Requirements

2.3 Define the Scope

2.4 Creating WBS

2.5 Define the activities

2.6 Estimate Activity Duration

2.7 Develop Schedule

2.8 Estimate Costs

2.9 Determine Budget

2.10 Plan Quality

2.11 Develop Human Resource Plan

2.12 Plan Communications

2.13 Plan Risk Management

2.14 Identify Risks

2.15 Plan Procurement

2.16 Environmental, Health and Safety Plan ( EHS Plan)

STEP 3 : EXECUTING

3. Executing process

3.1 Direct and manage project execution

3.2 Perform Quality Assurance

3.3 Acquire Project Team

3.4 Manage Project Team

3.5 Distribute Information

3.6 Conduct Procurement

STEP 4 : MONITORING AND CONTROLLING

4. Monitoring and Controlling process

4.1 Verifying the scope

4.2 Controlling the scope

4.3 Perform Quality Control

4.4 Report performance

4.5 Monitor and control risks

4.6 Administer Procurement

STEP 5 : CLOSING

5. Closing process

5.1 Close Project or Phase

5.2 Close procurement

 

STEP 2 : PLANNING

PURPOSE AND DEFINITION :

Planning is composed of process groups aimed to establish a concrete project management plan and identify all the necessary documents for the project. These process groups enable the stakeholders and project managers to create a comprehensive and detailed scope, schedule, costing, and other required information that will help them manage and control established plans for the project.

PROCESS :

Planning Process Group consists of sixteen (16) sub-processes:

  1. Developing Project Management Plan
  2. Collecting Requirements
  3. Define the Scope
  4. Creating WBS
  5. Define the activities
  6. Estimate Activity Duration
  7. Develop Schedule
  8. Estimate Costs
  9. Determine Budget
  10. Plan Quality
  11. Develop Human Resource Plan
  12. Plan Communications
  13. Plan Risk Management
  14. Identify Risks
  15. Plan Procurement
  16. Environmental, Health and Safety Plan ( EHS Plan)

INTENT :

When planning the project, the following intentions should be established:

  •  Create the project management plan from the given processes.
  • Identify the specific steps in planning and managing and controlling these plans.
  • Establish the level of your project to be planned.
  • Create more effective plans and objectives.
  • Acquire plan of action to reach goals and objectives.

TEMPLATES :

  1. Project Management Plan
  2. Change Control Plan
  3. Requirements Documentation and Traceability Matrix
  4. Project Scope Statement
  5. WBS
  6. WBS Dictionary
  7. Activity list
  8. Activity attributes
  9. Milestone List
  10. Milestone schedule
  11. Network diagram
  12. Analogous estimating
  13. Parametric estimating
  14. Project schedule
  15. Analogous estimating
  16. Parametric estimating
  17. Cost Performance estimating
  18. Quality Management Plan
  19. Quality Metrics
  20. Organizational Chart
  21. RAM
  22. Human Resource Plan
  23. Employment contract
  24. Contract expiration notice
  25. Contract extension request
  26. Non-renewal of contract
  27. Contract extension
  28. Communication Management Plan
  29. Risk Management Plan
  30. Risk Register
  31. OSME ( Owner Supplied Material and Equipment)
  32. Procurement Management Plan
  33. Procurement statement of work
  34. RFI (Request for information)
  35. Invitation for pre-qualification for bid
  36. IFB (Invitation for bid)
  37. Pre-qualification criteria
  38. EHS Plan ( Environmental, Health and Safety Plan)
  39. Safety Checklist
  40. Weekly Safety performance report
  41. Feasibility Study
  42. Credit Line – Bank
  43. Credit Line – Supplier
  44. Claim Statement
  45. Claim File
  46. Claim Hours Computation

PURPOSE/DEFINITION :

2.1 Develop project management plan

2.11 Project Management Plan

Project Management Plan is an approved plan that describes how the project will be executed, monitored, controlled, communicated, and closed out. This document follows a specific type of format either summary type or a more detailed outline. It also includes some subsidiary management plans listed below.

2.12 Change Control Plan

Change Control Plan is a vital part of the project management plan, which consists of the processes of analyzing, evaluating, approving, and managing changes to project document, deliverable, and the project management plan itself.

2.2 Collecting Requirements

2.21 Requirements Documentation and Traceability Matrix

Requirements documentation is a list of all requirements associated with the project and can be categorize as stakeholder and priority, or trade and technical. Lists of requirements will be progressively elaborated as the data becomes available on the project. Requirements Traceability Matrix which is used to track the given requirement, link to a project purpose, and verify the identified requirements.

2.3 Defining the scope

2.31 Project scope statement

Project Scope Statement is where the project deliverables are described in details and the necessary requirements, including expected work and output, are elaborated .This serves as an important guide for the execution of the project by the team members and provide the team with the detailed planning approach, project scope statement provides in-depth information for change request as additive or deductive.

TEMPLATES :

  1. Project Management Plan
  2. Change Control Plan
  3. Requirements Documentation and Traceability Matrix
  4. Project Scope Statement
  5. WBS
  6. WBS Dictionary
  7. Activity list
  8. Activity attributes
  9. Milestone List
  10. Milestone schedule
  11. Network diagram
  12. Analogous estimating
  13. Parametric estimating
  14. Project schedule
  15. Analogous estimating
  16. Parametric estimating
  17. Cost Performance estimating
  18. Quality Management Plan
  19. Quality Metrics
  20. Organizational Chart
  21. RAM
  22. Human Resource Plan
  23. Employment contract
  24. Contract expiration notice
  25. Contract extension request
  26. Non-renewal of contract
  27. Contract extension
  28. Communication Management Plan
  29. Risk Management Plan
  30. Risk Register
  31. OSME ( Owner Supplied Material and Equipment)
  32. Procurement Management Plan
  33. Procurement statement of work
  34. RFI (Request for information)
  35. Invitation for pre-qualification for bid
  36. IFB (Invitation for bid)
  37. Pre-qualification criteria
  38. EHS Plan ( Environmental, Health and Safety Plan)
  39. Safety Checklist
  40. Weekly Safety performance report
  41. Feasibility Study
  42. Credit Line – Bank
  43. Credit Line – Supplier
  44. Claim Statement
  45. Claim File
  46. Claim Hours Computation

Mapping / Flow chart

plan map1

plan map2

plan map3

plan map4

 

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