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Session 7

Other Planning Processes: Final Planning Touches. Session 7. Learning Objectives. Understand human resource planning Understand quality planning Understand risk identification and development of mitigation strategies Understand procurement planning. Human Resource Planning.

galena-ferguson
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Session 7

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  1. Other Planning Processes:Final Planning Touches Session 7

  2. Learning Objectives • Understand human resource planning • Understand quality planning • Understand risk identification and development of mitigation strategies • Understand procurement planning

  3. Human Resource Planning • There are three basic types of project interfaces we consider in any given project planning scenario: • Organizational • Technical • Interpersonal

  4. You Decide You are the PM for an electronics firm embarking on a new project. Decide which of the following are operational, technical or interpersonal interfaces. • Development of a Marketing brochure • Bringing a hardware engineer onto the team • Designing a new movement detection card • Using a Database Administrator (DBA) to design a new database • Persuading the software and hardware engineers to work together • Working with upstream channel vendors for the new product’s release

  5. Roles and Responsibilities Worksheet • Title: Provide the team member title • Role: Describe the role this individual will be playing • Primary responsibilities: Describe in detail the responsibilities you see this person fulfilling. (Bulleted format is fine.)

  6. Project Sponsor Project Manager Software Team Lead Hardware Team Lead Network Team Lead Training Team Lead SW Developer 1 HW Engineer 1 NW Technician 1 Technical Writer SW Developer 2 HW Engineer 2 NW Technician 2 Project Organization Chart A project organizational chart might be a helpful document to create

  7. Staffing Management Plan • A Staffing Management Plan details how and when you’ll be bringing project staff onto and releasing them from the project.

  8. Staff Acquisition • Negotiating with functional managers • Who’s on your “dream team”? • Set up meetings with functional managers • Ask for dream team members from the respective functional managers • Interviewing potential team members • Skill level • Project experience • Interpersonal skills

  9. Quality Planning • Tools and Techniques • Benchmarking • Flowcharting and process diagramming • Cost of quality • Prevention • Appraisal • Failure • Quality management plan

  10. Quality Management Plan • Documents the output from quality planning tools and techniques. The document lists: • Quality activities that will be performed • Procedures used to complete the quality activities • Resources required • Methods used to manage control: • Metrics • Checklists • Exit criteria

  11. Risk Planning Key to project success • Risk identification • Risk Analysis • Severity • Probability • Risk Response • Preventative action • Contingency action

  12. Some Risk Identification Questions • Is the activity on the critical path? • Is this a complex activity? • Does the activity involve a new or unfamiliar technology? • Does the activity have multiple dependencies? • Have we had problems with similar tasks in previous projects? • Is this activity controlled by outside influences (permits, etc.)? • Are there inexperienced resources assigned to the activity? • Are there adequate resources assigned to the activity? • Does this activity involve an integrated system? • Are we unfamiliar with the hardware, software, equipment or tools we’re going to use for the activity? For those questions that you answered yes, ask yourself the following questions: • What issues or problems might occur? • What problems occurred with similar activities in the past? • What could cause this problem?

  13. Risk Response • Risk response is one of the most important elements of risk planning: • Avoidance – Mitigation • Transference – Acceptance • Preventative Action • What can be done to prevent the problem? • What can be done to minimize the likelihood of it happening? • Are these actions cost-effective? • Are there resources available to implement the actions? • Contingency Actions • If the problem cannot be prevented, what are the most likely impacts to the project? • What can be done to minimize these impacts?

  14. Risk Management Plan • The plan consists of: • Description of each risk • Risk probability (H/M/L) • Impact to the project if the risk occurs • Risk severity (H/M/L) • Preventative or contingency action plan

  15. You Decide • Consider the porch-building project. Use the Risk Management Template. • Working in teams of 2-3, what are the risks you identify? • How will you deal with those risks should they arise? • Can you prevent any of the risks from occurring? • Share your findings with the rest of the group

  16. Communications Plan • Deals with the What, Who, and How of communications • See Communications Plan template • Team member communications • Remember that team members are people too • Be interested in them as people and as workers • Stakeholder communications • What aspects of the project plan will this stakeholder be interested in? • Think about the probable benefits or concerns of the stakeholder? • What messages should you be conveying to this stakeholder?

  17. Procurement Planning • Two groups of people can help you with the project: • Vendors – People that sell you a product or service • Contractors – People that work for you on the project • Make or Buy Analysis reveals a need for vendors or contractors • Equipment • Staff Augmentation • Other goods or services

  18. Types of Contracts • Fixed price contracts • Cost reimbursable contracts • Time and materials contracts

  19. Vendor Solicitation • Request for Proposal (RFP) • Request for Quotation (RFQ) • Request for Information (RFI) • Invitation for Bid (IFB) • Vendor selection criteria

  20. Chaptal Winery Case Study • Examine the Chaptal budget line items • Do you agree? • How were the line items derived?

  21. End of Chapter Review Q&AInstructor Hand-out Q&A • Go over end-of-chapter review questions • Instructor to hand out additional questions (POP QUIZ TIME!)

  22. Next Steps • For this session: • Know the three types of resources used on a project • Understand how to create a Responsibility Assignment Matrix • Know how to create a Project Organization Chart and Roles and Responsibilities Worksheet • Know how to plan for risks, and what questions to ask • Know how to respond to risks • Understand how Procurement Planning is preformed • Know the types of contracts • Know how to solicit for vendors • For next session • Read Chapter 7 and complete the end of chapter review questions. • Work through the continuation of the Chaptal Winery case study found at the end of Chapter 7

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