INITIATE & ALIGN
Initiate
& Align
Endorse
the Plan
Work
the Plan
Transition
& Closure
Plan
the Work
•Project Description
•...
INITIATE & ALIGN
Initiate the Project
Region or Organizational Management
•Project Description
•Team Mission/Assignment
•M...
INITIATE & ALIGN
Align the Team
The basis for establishing a common
understanding of roles and responsibilities.
•Team Mem...
INITIATE & ALIGN
Initiate the Project
Region or Organizational Management
•Project Description
•Team Mission/Assignment
•M...
INITIATE & ALIGN
Project Description
Formal statement defining purpose and need for
the product or outcome the project is ...
INITIATE & ALIGN
Project
Definition
Initiate & Align
Worksheet
Template
Sample Initiate &
Align Worksheets
Completed
Pro...
INITIATE & ALIGN
Project Description Steps
1. Review needs, goals, products & outcomes
2. Identify team members
3. Review ...
INITIATE & ALIGN
Project Description Characteristics
End result, capable of being seen
“Project” objective
Common Goal
Pos...
INITIATE & ALIGN
Project Description Benefits
Work Planning and Organization
INITIATE & ALIGN
Project Description Benefits
Employee Development
INITIATE & ALIGN
Project Description Benefits
Leadership
INITIATE & ALIGN
Initiate the Project
Region or Organizational Management
•Project Description
•Team Mission/Assignment
•M...
INITIATE & ALIGN
Team Mission / Assignment
An expansion of the Project Description and
describes the overall actions the p...
INITIATE & ALIGN
Project
Definition
Initiate & Align
Worksheet
Template
Sample Initiate &
Align Worksheets
Completed
Tea...
INITIATE & ALIGN
Team Mission / Assignment Steps
1. Review Project Description
2. Define Major Activities
3. Review with k...
INITIATE & ALIGN
Team Mission Assignment
Specific work the Project Team will perform for
the approved work order
INITIATE & ALIGN
Team Mission Assignment
INITIATE & ALIGN
Team Mission Assignment
INITIATE & ALIGN
Team Mission Assignment
INITIATE & ALIGN
Initiate the Project
Region or Organizational Management
•Project Description
•Team Mission/Assignment
•M...
INITIATE & ALIGN
Major Milestones
MILESTONE:
A significant event in the project schedule, such as
an event restraining fut...
INITIATE & ALIGN
Major Milestones
Preconstruction
•Project Definition Complete
•Begin Preliminary Engineering
• Environmen...
INITIATE & ALIGN
Major Milestones
Construction
•Bid Opening
•Award
•Execution
•Construction Start
•Operationally Complete
...
INITIATE & ALIGN
•CPMS Dates
•Project Description
•Team Mission /
Assignment
Initiate & Align
Worksheet
Template
Sample ...
INITIATE & ALIGN
Major Milestones
Steps:
1. Project Manager reviews CPMS for specific
milestones
2. Project Manager review...
INITIATE & ALIGN
Major Milestones
Steps:
4. Project team identifies risks and impacts of failure to
meet milestone dates
5...
INITIATE & ALIGN
Major Milestones
Critical Activity / Task
INITIATE & ALIGN
Initiate the Project
Region or Organizational Management
•Project Description
•Team Mission/Assignment
•M...
INITIATE & ALIGN
Boundaries
The limits of the project with regard to Project
Team responsibility and authority
•Physical b...
INITIATE & ALIGN
Boundaries
“Triple Constraints Theory” or “Trade Off Triangle”
SCOPE
BUDGET
SCH
EDULE
Q
PROJECT
RISK
INITIATE & ALIGN
Boundaries
“Prioritize, Optimize, Accept”
SCOPE
BUDGET
SCH
EDULE
Q
PROJECT
RISK
INITIATE & ALIGN
•CPMS
•Project Description
•Team Mission /
Assignment
•Major Milestones
Initiate & Align
Worksheet
Templ...
INITIATE & ALIGN
Boundaries
Steps:
1. Review CPMS data
2. Set “draft” boundaries for project team to review
and plan.
INITIATE & ALIGN
Boundaries
Steps:
3. Review Draft Boundaries with Region /
Organization Management
• Validate boundaries
...
INITIATE & ALIGN
Boundaries
Steps:
4. Enter boundaries and documentation to Initiate &
Align Worksheet
5. Incorporate boun...
INITIATE & ALIGN
Align the Team
The basis for establishing a common
understanding of roles and responsibilities.
•Team Mem...
INITIATE & ALIGN
Team Member Identification
Identifying the Project Delivery Team needed to
accomplish the work assigned.
...
INITIATE & ALIGN
•CPMS
•Project Description
•Team Mission /
Assignment
•Major Milestones
•Boundaries
Initiate & Align
Wor...
INITIATE & ALIGN
Project
(Project Manager)
ƒ Manager
ƒ Manager
ƒ Manager ƒ Manager
ƒ Manager
ƒ Manager
ƒ Manager
Team Memb...
INITIATE & ALIGN
Team Member Identification
Steps:
1. Review project description, identify skills required
2. Work with fu...
INITIATE & ALIGN
Align the Team
The basis for establishing a common
understanding of roles and responsibilities.
•Team Mem...
INITIATE & ALIGN
Team Roles and Responsibilities
“Who will do what?”
•_______ – specific titles or
positions
Role
INITIATE & ALIGN
Team Roles and Responsibilities
“Who will do what?”
•________________ – deliverables
or products expected...
INITIATE & ALIGN
•Project Description
•Team Mission /
Assignment
•Major Milestones
•Boundaries
•Team Identification
Initi...
INITIATE & ALIGN
Team Roles and Responsibilities
Steps:
1. The Project Manager collaborates with the project
team to ident...
INITIATE & ALIGN
WSDOT Basic Project Responsibilities
Region / Organizational Management
Ensure Project Management Knowled...
INITIATE & ALIGN
WSDOT Basic Project Responsibilities
Project Managers
Plan and provide resources
Lead Project Management ...
INITIATE & ALIGN
WSDOT Basic Project Responsibilities
Project Team Members
Endorse & implement Project Management
Plan
Per...
INITIATE & ALIGN
Align the Team
The basis for establishing a common
understanding of roles and responsibilities.
•Team Mem...
INITIATE & ALIGN
Measures of Success
Indicators or metrics
used to assess progress
– reviewed at regular
intervals during ...
INITIATE & ALIGN
•Project Description
•Team Mission /
Assignment
•Major Milestones
•Boundaries
•Team Identification
•Roles...
INITIATE & ALIGN
Measures of Success
Steps:
1. Identify Critical Success Factors
2. Review Critical Success Factors with R...
INITIATE & ALIGN
Measures of Success
Steps:
5. Document Measures of Success on Initiate and
Align Worksheet
6. Develop met...
INITIATE & ALIGN
Align the Team
The basis for establishing a common
understanding of roles and responsibilities.
•Team Mem...
INITIATE & ALIGN
Operating Guidelines
Specific processes and rules the Team will use to
maintain cohesiveness and effectiv...
INITIATE & ALIGN
•Project Description
•Team Mission /
Assignment
•Major Milestones
•Boundaries
•Team Identification
•Roles...
INITIATE & ALIGN
Team Alignment
Building the foundation of cooperation
Forming a cohesive, effective unit
INITIATE & ALIGNTeamPerformanceLevels
Forming
Storming
Norming
Performing
Excelling
Group of Individuals Mostly
Doing Thei...
INITIATE & ALIGN
Continuous Communication
INITIATE & ALIGN
Continuous Communication is the Key!
Upcoming SlideShare
Loading in...5
×

*αí*ß

324

Published on

Published in: Business, Technology
0 Comments
0 Likes
Statistics
Notes
  • Be the first to comment

  • Be the first to like this

No Downloads
Views
Total Views
324
On Slideshare
0
From Embeds
0
Number of Embeds
0
Actions
Shares
0
Downloads
1
Comments
0
Likes
0
Embeds 0
No embeds

No notes for slide
  • Hidden slide – used for copying graphics only
  • The first step in each phase of each WSDOT project is to Initiate and Align the Project Team.
    It is the process of developing a clear understanding of the purpose, vision and goals of the project and using them to define the dimensions and characteristics of successful performance of the Project.
  • Region or Organization Management Initiates the Project by providing the project description, team mission/assignments, major milestones, and boundaries. The Project Team reviews and commits to meeting these initial elements.
  • This foundation for successful performance is used to Align the Project Team. It is the basis for establishing a common understanding of their roles and responsibilities, the requirements of and limits on their performance and gaining their commitment to act as a cohesive and cooperative team for the effective delivery of the project.
  • Region or Organization Management Initiates the Project by providing the project description, team mission/assignments, major milestones, and boundaries. The Project Team reviews and commits to meeting these initial elements.
  • The Project Description is a formal statement that defines the purpose and need for the “product” or “outcome” that the project is intended to produce.
    The Project Description is commonly found on the Project Definition form and in CPMS.
  • Region or Organization Management Initiates the Project by providing the project description, team mission/assignments, major milestones, and boundaries. The Project Team reviews and commits to meeting these initial elements.
  • While the Project Description identifies the purpose, goals and end product of the project and phase, the Team Mission.
    Assignment addresses the specific work that the Project Team has been commissioned to perform by the approved Work Order Authorization. (Such as Preconstruction, Right of Way, and Construction)
  • While the Project Description identifies the purpose, goals and end product of the project and phase, the Team Mission.
    Assignment addresses the specific work that the Project Team has been commissioned to perform by the approved Work Order Authorization. (Such as Preconstruction, Right of Way, and Construction)
  • While the Project Description identifies the purpose, goals and end product of the project and phase, the Team Mission.
    Assignment addresses the specific work that the Project Team has been commissioned to perform by the approved Work Order Authorization. (Such as Preconstruction, Right of Way, and Construction)
  • While the Project Description identifies the purpose, goals and end product of the project and phase, the Team Mission.
    Assignment addresses the specific work that the Project Team has been commissioned to perform by the approved Work Order Authorization. (Such as Preconstruction, Right of Way, and Construction)
  • While the Project Description identifies the purpose, goals and end product of the project and phase, the Team Mission.
    Assignment addresses the specific work that the Project Team has been commissioned to perform by the approved Work Order Authorization. (Such as Preconstruction, Right of Way, and Construction)
  • Region or Organization Management Initiates the Project by providing the project description, team mission/assignments, major milestones, and boundaries. The Project Team reviews and commits to meeting these initial elements.
  • Major Milestones are those specific elements of the Pre-Construction Phase that absolutely must be accomplished by identified dates.
    WSDOT identifies eleven “major” milestones for all projects (see below), five of which occur during the Pre-Construction phase:
    Project Definition Complete
    Begin Preliminary Engineering
    Environmental Documentation Complete
    Right of Way Certification
    Advertisement (Ad Date)
    These milestones must be identified in all planning along with any other project and phase-specific milestones that are critical to the success of the Pre-Construction Phase.
  • Major Milestones are those specific elements of the Pre-Construction Phase that absolutely must be accomplished by identified dates.
    WSDOT identifies eleven “major” milestones for all projects (see below), five of which occur during the Pre-Construction phase:
    Project Definition Complete
    Begin Preliminary Engineering
    Environmental Documentation Complete
    Right of Way Certification
    Advertisement (Ad Date)
    These milestones must be identified in all planning along with any other project and phase-specific milestones that are critical to the success of the Pre-Construction Phase.
  • WSDOT identifies eleven “major” milestones for all projects (see below), six of which occur during the Construction phase:
    Bid Opening
    Award
    Execution
    Construction Start
    Operationally Complete
    Final Contract Completion
    These milestones must be identified in all planning along with any other project and phase-specific milestones that are critical to the success of the Pre-Construction Phase.
  • Major Milestones are those specific elements of the Pre-Construction Phase that absolutely must be accomplished by identified dates.
    WSDOT identifies eleven “major” milestones for all projects (see below), five of which occur during the Pre-Construction phase:
    Project Definition Complete
    Begin Preliminary Engineering
    Environmental Documentation Complete
    Right of Way Certification
    Advertisement (Ad Date)
    These milestones must be identified in all planning along with any other project and phase-specific milestones that are critical to the success of the Pre-Construction Phase.
  • Major Milestones are those specific elements of the Pre-Construction Phase that absolutely must be accomplished by identified dates.
    WSDOT identifies eleven “major” milestones for all projects (see below), five of which occur during the Pre-Construction phase:
    Project Definition Complete
    Begin Preliminary Engineering
    Environmental Documentation Complete
    Right of Way Certification
    Advertisement (Ad Date)
    These milestones must be identified in all planning along with any other project and phase-specific milestones that are critical to the success of the Pre-Construction Phase.
  • Major Milestones are those specific elements of the Pre-Construction Phase that absolutely must be accomplished by identified dates.
    WSDOT identifies eleven “major” milestones for all projects (see below), five of which occur during the Pre-Construction phase:
    Project Definition Complete
    Begin Preliminary Engineering
    Environmental Documentation Complete
    Right of Way Certification
    Advertisement (Ad Date)
    These milestones must be identified in all planning along with any other project and phase-specific milestones that are critical to the success of the Pre-Construction Phase.
  • Region or Organization Management Initiates the Project by providing the project description, team mission/assignments, major milestones, and boundaries. The Project Team reviews and commits to meeting these initial elements.
  • Boundaries describe the limits of the project with regard the Project Team’s responsibilities and decision-making authority. They are physical boundaries e.g. design improvements from MP to MP as well as other operational limitations i.e. funding, legal and regulatory delineating the project and its performance envelope.
  • Boundaries describe the limits of the project with regard the Project Team’s responsibilities and decision-making authority. They are physical boundaries e.g. design improvements from MP to MP as well as other operational limitations i.e. funding, legal and regulatory delineating the project and its performance envelope.
  • Boundaries describe the limits of the project with regard the Project Team’s responsibilities and decision-making authority. They are physical boundaries e.g. design improvements from MP to MP as well as other operational limitations i.e. funding, legal and regulatory delineating the project and its performance envelope.
  • Major Milestones are those specific elements of the Pre-Construction Phase that absolutely must be accomplished by identified dates.
    WSDOT identifies eleven “major” milestones for all projects (see below), five of which occur during the Pre-Construction phase:
    Project Definition Complete
    Begin Preliminary Engineering
    Environmental Documentation Complete
    Right of Way Certification
    Advertisement (Ad Date)
    These milestones must be identified in all planning along with any other project and phase-specific milestones that are critical to the success of the Pre-Construction Phase.
  • Major Milestones are those specific elements of the Pre-Construction Phase that absolutely must be accomplished by identified dates.
    WSDOT identifies eleven “major” milestones for all projects (see below), five of which occur during the Pre-Construction phase:
    Project Definition Complete
    Begin Preliminary Engineering
    Environmental Documentation Complete
    Right of Way Certification
    Advertisement (Ad Date)
    These milestones must be identified in all planning along with any other project and phase-specific milestones that are critical to the success of the Pre-Construction Phase.
  • Major Milestones are those specific elements of the Pre-Construction Phase that absolutely must be accomplished by identified dates.
    WSDOT identifies eleven “major” milestones for all projects (see below), five of which occur during the Pre-Construction phase:
    Project Definition Complete
    Begin Preliminary Engineering
    Environmental Documentation Complete
    Right of Way Certification
    Advertisement (Ad Date)
    These milestones must be identified in all planning along with any other project and phase-specific milestones that are critical to the success of the Pre-Construction Phase.
  • This foundation for successful performance is used to Align the Project Team. It is the basis for establishing a common understanding of their roles and responsibilities, the requirements of and limits on their performance and gaining their commitment to act as a cohesive and cooperative team for the effective delivery of the project.
  • The Project Manager identifies the Project Delivery Team needed to manage and accomplish the work assigned.
    The Project Delivery Team is a designated group of people - including specialty groups, consultants, contractors and others - who will collaborate and work together under the direction of the Project Manager to perform and complete the assigned work.
  • It’s up to the Project Manager to assess the project and assemble a team with the necessary skills to accomplish the project effort. The Project Manager must secure resources and services from the appropriate specialty group (functional group) managers. The Team member’s efforts must complement one another, gaining everyone’s buy in and commitment is the key to effectively managing the scope of the project.
  • Major Milestones are those specific elements of the Pre-Construction Phase that absolutely must be accomplished by identified dates.
    WSDOT identifies eleven “major” milestones for all projects (see below), five of which occur during the Pre-Construction phase:
    Project Definition Complete
    Begin Preliminary Engineering
    Environmental Documentation Complete
    Right of Way Certification
    Advertisement (Ad Date)
    These milestones must be identified in all planning along with any other project and phase-specific milestones that are critical to the success of the Pre-Construction Phase.
  • This foundation for successful performance is used to Align the Project Team. It is the basis for establishing a common understanding of their roles and responsibilities, the requirements of and limits on their performance and gaining their commitment to act as a cohesive and cooperative team for the effective delivery of the project.
  • The definition – and mutual acceptance – of organizational and individual roles and responsibilities delineates “who will do what” during the Pre-Construction Phase of the Project.
    Roles and responsibilities are defined for each participating organization and each individual on the Project Team during team alignment and expanded in greater detail and specificity during the Plan the Work step.
    Roles are the specific titles or positions occupied by Team members e.g. team leader, designer, permit coordinator, etc. Responsibilities are the deliverables, outcomes or products expected of the Team or individual e.g. hydraulic analyses, schedules, etc.
  • The definition – and mutual acceptance – of organizational and individual roles and responsibilities delineates “who will do what” during the Pre-Construction Phase of the Project.
    Roles and responsibilities are defined for each participating organization and each individual on the Project Team during team alignment and expanded in greater detail and specificity during the Plan the Work step.
    Roles are the specific titles or positions occupied by Team members e.g. team leader, designer, permit coordinator, etc. Responsibilities are the deliverables, outcomes or products expected of the Team or individual e.g. hydraulic analyses, schedules, etc.
  • Major Milestones are those specific elements of the Pre-Construction Phase that absolutely must be accomplished by identified dates.
    WSDOT identifies eleven “major” milestones for all projects (see below), five of which occur during the Pre-Construction phase:
    Project Definition Complete
    Begin Preliminary Engineering
    Environmental Documentation Complete
    Right of Way Certification
    Advertisement (Ad Date)
    These milestones must be identified in all planning along with any other project and phase-specific milestones that are critical to the success of the Pre-Construction Phase.
  • WSDOT defines the basic project responsibilities for three roles:
    Region or Organizational Management
    Insure that the project managers they appoint possess the project management knowledge, skills and abilities required to deliver capital transportation projects.
    Know the status of all of the projects assigned to them.
    Plan for and provide appropriate resources to implement project management.
    Review and endorse project management plans for each project.
  • WSDOT defines the basic project responsibilities for three roles:
    Project Manager
    Plan for and provide appropriate resources to implement the project management process.
    Lead the project management process as defined on the web site and on-line project management guide.
  • WSDOT defines the basic project responsibilities for three roles:
    Project Team Members
    Perform the roles and responsibilities as defined in the project-specific project management plan and endorse the work plan.
    Specialty Groups
    Same as above plus:
    Provide the project manager with a schedule and estimate for the tasks assigned.
    Follow the project management process as defined on the web site and on-line project management guide.
    HQ Design & Construction
    Review the project management plan as part of the normal process reviews for pre-construction and construction documents.
  • This foundation for successful performance is used to Align the Project Team. It is the basis for establishing a common understanding of their roles and responsibilities, the requirements of and limits on their performance and gaining their commitment to act as a cohesive and cooperative team for the effective delivery of the project.
  • Critical Success Factors describe the most important things the Project Team must accomplish to fulfill its mission. Measures of Success are the “indicators” or “metrics” used to assess progress toward their accomplishment and are reviewed at regular intervals throughout the project.
  • Major Milestones are those specific elements of the Pre-Construction Phase that absolutely must be accomplished by identified dates.
    WSDOT identifies eleven “major” milestones for all projects (see below), five of which occur during the Pre-Construction phase:
    Project Definition Complete
    Begin Preliminary Engineering
    Environmental Documentation Complete
    Right of Way Certification
    Advertisement (Ad Date)
    These milestones must be identified in all planning along with any other project and phase-specific milestones that are critical to the success of the Pre-Construction Phase.
  • Major Milestones are those specific elements of the Pre-Construction Phase that absolutely must be accomplished by identified dates.
    WSDOT identifies eleven “major” milestones for all projects (see below), five of which occur during the Pre-Construction phase:
    Project Definition Complete
    Begin Preliminary Engineering
    Environmental Documentation Complete
    Right of Way Certification
    Advertisement (Ad Date)
    These milestones must be identified in all planning along with any other project and phase-specific milestones that are critical to the success of the Pre-Construction Phase.
  • This foundation for successful performance is used to Align the Project Team. It is the basis for establishing a common understanding of their roles and responsibilities, the requirements of and limits on their performance and gaining their commitment to act as a cohesive and cooperative team for the effective delivery of the project.
  • Team Operating Guidelines are the specific processes and “rules” the Team will use to maintain its cohesiveness and effectiveness during the development of detailed planning for the Pre-Construction Phase of the project.
    Operating Guidelines are typically developed for the following processes:
    Decision Making
    Communication
    Team Performance Measures
    Issues/Conflict Resolution
    Change in Team Participants
  • Aligning to common goals helps the Team form a cohesive, effective unit. It builds a foundation of cooperation where team members are comfortable communicating with one another and working together. The Team Mission/Assignments statements align the team… and help maintain alignment as the work progresses.
    An effective tool is available to begin building the project management plan from the PMOG. This tool is the “initiate and align template”. It allows the project manager and the project team to identify and document project parameters and other information needed during the initiate and align phase of the project.
  • Teams must not only be built but also sustained. Each team member brings different skills, knowledge, abilities, attitudes and interests. Throughout the project it will take energy to maintain focus and team alignment. For successful project delivery, the participants must conduct their efforts in a coordinated and complementary manner. The most important function of this first step is to establish communication with the people who will develop and deliver the project.
  • Continuous communication with and seeking endorsement from the Region or Organization Management, Customers, and Participating Stakeholders is an essential element of successfully managing project delivery. To facilitate this communication on large, complex, or controversial projects Project Managers may form a Steering Team or Citizen Advisory Committee(s).
  • Continuous communication is the key to successful project delivery.
  • *αí*ß

    1. 1. INITIATE & ALIGN Initiate & Align Endorse the Plan Work the Plan Transition & Closure Plan the Work •Project Description •Team Mission/ Assignment •Major Milestones •Boundaries •Team Identification •Measures of Success •Roles & Responsibilities •Operating Guidelines
    2. 2. INITIATE & ALIGN Initiate the Project Region or Organizational Management •Project Description •Team Mission/Assignment •Major Milestones •Boundaries
    3. 3. INITIATE & ALIGN Align the Team The basis for establishing a common understanding of roles and responsibilities. •Team Member Identification •Team Roles and Responsibilities •Measures of Success •Operating Guidelines
    4. 4. INITIATE & ALIGN Initiate the Project Region or Organizational Management •Project Description •Team Mission/Assignment •Major Milestones •Boundaries
    5. 5. INITIATE & ALIGN Project Description Formal statement defining purpose and need for the product or outcome the project is intended to produce •Project Definition Form •CPMS
    6. 6. INITIATE & ALIGN Project Definition Initiate & Align Worksheet Template Sample Initiate & Align Worksheets Completed Project Description INPUT TOOLS PRODUCTS Project Description
    7. 7. INITIATE & ALIGN Project Description Steps 1. Review needs, goals, products & outcomes 2. Identify team members 3. Review with Region/Organizational Management 4. Begin Initiate & Align Worksheet
    8. 8. INITIATE & ALIGN Project Description Characteristics End result, capable of being seen “Project” objective Common Goal Positive terms
    9. 9. INITIATE & ALIGN Project Description Benefits Work Planning and Organization
    10. 10. INITIATE & ALIGN Project Description Benefits Employee Development
    11. 11. INITIATE & ALIGN Project Description Benefits Leadership
    12. 12. INITIATE & ALIGN Initiate the Project Region or Organizational Management •Project Description •Team Mission/Assignment •Major Milestones •Boundaries
    13. 13. INITIATE & ALIGN Team Mission / Assignment An expansion of the Project Description and describes the overall actions the project team will take to accomplish its portion of the project
    14. 14. INITIATE & ALIGN Project Definition Initiate & Align Worksheet Template Sample Initiate & Align Worksheets Completed Team Mission / Assignment INPUT TOOLS PRODUCTS Team Mission / Assignment
    15. 15. INITIATE & ALIGN Team Mission / Assignment Steps 1. Review Project Description 2. Define Major Activities 3. Review with key team members 4. Review with Region/Organizational Management
    16. 16. INITIATE & ALIGN Team Mission Assignment Specific work the Project Team will perform for the approved work order
    17. 17. INITIATE & ALIGN Team Mission Assignment
    18. 18. INITIATE & ALIGN Team Mission Assignment
    19. 19. INITIATE & ALIGN Team Mission Assignment
    20. 20. INITIATE & ALIGN Initiate the Project Region or Organizational Management •Project Description •Team Mission/Assignment •Major Milestones •Boundaries
    21. 21. INITIATE & ALIGN Major Milestones MILESTONE: A significant event in the project schedule, such as an event restraining future work or marking the completion of a major deliverable. A schedule milestone has zero duration.
    22. 22. INITIATE & ALIGN Major Milestones Preconstruction •Project Definition Complete •Begin Preliminary Engineering • Environmental Documentation Complete •Right of Way Certification •Advertisement (Ad Date)
    23. 23. INITIATE & ALIGN Major Milestones Construction •Bid Opening •Award •Execution •Construction Start •Operationally Complete •Final Contract Completion
    24. 24. INITIATE & ALIGN •CPMS Dates •Project Description •Team Mission / Assignment Initiate & Align Worksheet Template Sample Initiate & Align Worksheets Major Milestones Reviewed INPUTS TOOLS PRODUCTS Major Milestones
    25. 25. INITIATE & ALIGN Major Milestones Steps: 1. Project Manager reviews CPMS for specific milestones 2. Project Manager reviews Major Milestones with project team 3. Project team determines activities critical to success
    26. 26. INITIATE & ALIGN Major Milestones Steps: 4. Project team identifies risks and impacts of failure to meet milestone dates 5. Project Manager reviews Major Milestones with Region/Organizational Management 6. Project Manager documents Major Milestones on Initiate and Align Worksheet
    27. 27. INITIATE & ALIGN Major Milestones Critical Activity / Task
    28. 28. INITIATE & ALIGN Initiate the Project Region or Organizational Management •Project Description •Team Mission/Assignment •Major Milestones •Boundaries
    29. 29. INITIATE & ALIGN Boundaries The limits of the project with regard to Project Team responsibility and authority •Physical boundaries (SR#, MP to MP, etc) •Operation limitations (funding, regulatory, legal, etc)
    30. 30. INITIATE & ALIGN Boundaries “Triple Constraints Theory” or “Trade Off Triangle” SCOPE BUDGET SCH EDULE Q PROJECT RISK
    31. 31. INITIATE & ALIGN Boundaries “Prioritize, Optimize, Accept” SCOPE BUDGET SCH EDULE Q PROJECT RISK
    32. 32. INITIATE & ALIGN •CPMS •Project Description •Team Mission / Assignment •Major Milestones Initiate & Align Worksheet Template Sample Initiate & Align Worksheets Project Boundaries established INPUTS TOOLS PRODUCTS Boundaries
    33. 33. INITIATE & ALIGN Boundaries Steps: 1. Review CPMS data 2. Set “draft” boundaries for project team to review and plan.
    34. 34. INITIATE & ALIGN Boundaries Steps: 3. Review Draft Boundaries with Region / Organization Management • Validate boundaries • “Fixed” vs. “flexible” (prioritize, optimize, accept) • Acceptable variation ranges • Plan for change
    35. 35. INITIATE & ALIGN Boundaries Steps: 4. Enter boundaries and documentation to Initiate & Align Worksheet 5. Incorporate boundaries into all subsequent planning activities
    36. 36. INITIATE & ALIGN Align the Team The basis for establishing a common understanding of roles and responsibilities. •Team Member Identification •Team Roles and Responsibilities •Measures of Success •Operating Guidelines
    37. 37. INITIATE & ALIGN Team Member Identification Identifying the Project Delivery Team needed to accomplish the work assigned. •Specialty Groups •Consultants •Contractors •Others (vendors, etc.)
    38. 38. INITIATE & ALIGN •CPMS •Project Description •Team Mission / Assignment •Major Milestones •Boundaries Initiate & Align Worksheet Template Sample Initiate & Align Worksheets Team Identification INPUTS TOOLS PRODUCT Team Member Identification
    39. 39. INITIATE & ALIGN Project (Project Manager) ƒ Manager ƒ Manager ƒ Manager ƒ Manager ƒ Manager ƒ Manager ƒ Manager Team Member Identification
    40. 40. INITIATE & ALIGN Team Member Identification Steps: 1. Review project description, identify skills required 2. Work with functional managers to identify, schedule, and commit appropriate staff 3. Identify consultant/contractor services required 4. Define the Project Organization (Project TOs)
    41. 41. INITIATE & ALIGN Align the Team The basis for establishing a common understanding of roles and responsibilities. •Team Member Identification •Team Roles and Responsibilities •Measures of Success •Operating Guidelines
    42. 42. INITIATE & ALIGN Team Roles and Responsibilities “Who will do what?” •_______ – specific titles or positions Role
    43. 43. INITIATE & ALIGN Team Roles and Responsibilities “Who will do what?” •________________ – deliverables or products expected of Team members Responsibilities
    44. 44. INITIATE & ALIGN •Project Description •Team Mission / Assignment •Major Milestones •Boundaries •Team Identification Initiate & Align Worksheet Template Sample Initiate & Align Worksheets Roles & Responsibilities Identified INPUTS TOOLS PRODUCT Team Roles and Responsibilities
    45. 45. INITIATE & ALIGN Team Roles and Responsibilities Steps: 1. The Project Manager collaborates with the project team to identify individual roles. 2. Review and determine individual and team responsibilities and the corresponding authority.
    46. 46. INITIATE & ALIGN WSDOT Basic Project Responsibilities Region / Organizational Management Ensure Project Management Knowledge Know project status Plan and provide appropriate resources Review and Endorse Project Management Plan
    47. 47. INITIATE & ALIGN WSDOT Basic Project Responsibilities Project Managers Plan and provide resources Lead Project Management Process Develop Project Management Plan
    48. 48. INITIATE & ALIGN WSDOT Basic Project Responsibilities Project Team Members Endorse & implement Project Management Plan Perform roles and responsibilities Provide estimates to Project Manager (SG) Review Project Management Plan (HQ)
    49. 49. INITIATE & ALIGN Align the Team The basis for establishing a common understanding of roles and responsibilities. •Team Member Identification •Team Roles and Responsibilities •Measures of Success •Operating Guidelines
    50. 50. INITIATE & ALIGN Measures of Success Indicators or metrics used to assess progress – reviewed at regular intervals during the project
    51. 51. INITIATE & ALIGN •Project Description •Team Mission / Assignment •Major Milestones •Boundaries •Team Identification •Roles/Responsibilities Initiate & Align Worksheet Template Sample Initiate & Align Worksheets Measures of Success INPUTS TOOLS PRODUCT Measures of Success
    52. 52. INITIATE & ALIGN Measures of Success Steps: 1. Identify Critical Success Factors 2. Review Critical Success Factors with Region / Organizational Management 3. Identify corresponding Measures of Success 4. Define values that will be monitored and reported
    53. 53. INITIATE & ALIGN Measures of Success Steps: 5. Document Measures of Success on Initiate and Align Worksheet 6. Develop methods and assignments for monitoring and reporting Measures of Success. 7. Review with project team
    54. 54. INITIATE & ALIGN Align the Team The basis for establishing a common understanding of roles and responsibilities. •Team Member Identification •Team Roles and Responsibilities •Measures of Success •Operating Guidelines
    55. 55. INITIATE & ALIGN Operating Guidelines Specific processes and rules the Team will use to maintain cohesiveness and effectiveness. •Team Decision-Making Process •Team Meetings •Communication •Team Performance Measures •Team Issues and Conflict Resolution
    56. 56. INITIATE & ALIGN •Project Description •Team Mission / Assignment •Major Milestones •Boundaries •Team Identification •Roles/Responsibilities •Measures of Success Initiate & Align Worksheet Template Sample Initiate & Align Worksheets Team Operating Guidelines INPUTS TOOLS PRODUCT Operating Guidelines
    57. 57. INITIATE & ALIGN Team Alignment Building the foundation of cooperation Forming a cohesive, effective unit
    58. 58. INITIATE & ALIGNTeamPerformanceLevels Forming Storming Norming Performing Excelling Group of Individuals Mostly Doing Their Own Thing ? Individuals That Agree to Work As a Team Planning Initiate & Align Work Planning Endorsement Execution Good! Individuals That Excel in Their Teamwork Managing Change, Measuring Performance & Developing/Sustaining Team Award of Excellence
    59. 59. INITIATE & ALIGN Continuous Communication
    60. 60. INITIATE & ALIGN Continuous Communication is the Key!
    1. A particular slide catching your eye?

      Clipping is a handy way to collect important slides you want to go back to later.

    ×