Effective Planning<br />Ankur Maheshwari<br />
Planning?<br />Planning is looking ahead and preparing your self to focus on actions to achieve desired results. Effective...
Keep is simple
Plan for unexpected as well
Do a ground reality check
Prepare yourself to accommodate improvements
Identify and document dependencies
Let the plan be a living document</li></li></ul><li>Steps to Effective Planning?<br />Gather Information<br />Set a Goal<b...
Gather Information<br />Realistic planning requires homework<br /><ul><li>Read documentation
Ask Questions
Understand Requirements
Recollect past experience
Gather historical data
Talk to people
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Effective Planning

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Effective Planning

  1. 1. Effective Planning<br />Ankur Maheshwari<br />
  2. 2. Planning?<br />Planning is looking ahead and preparing your self to focus on actions to achieve desired results. Effective Planning minimize the risk of failure.<br />For Effective planning:-<br /><ul><li>Think long term, Document short term
  3. 3. Keep is simple
  4. 4. Plan for unexpected as well
  5. 5. Do a ground reality check
  6. 6. Prepare yourself to accommodate improvements
  7. 7. Identify and document dependencies
  8. 8. Let the plan be a living document</li></li></ul><li>Steps to Effective Planning?<br />Gather Information<br />Set a Goal<br />Explore Options<br />Create the Plan – Set of actions to reach the goal<br />Evaluate the plan<br />Take Buy In<br />Implement the plan<br />Track the plan<br />Close the plan<br />
  9. 9. Gather Information<br />Realistic planning requires homework<br /><ul><li>Read documentation
  10. 10. Ask Questions
  11. 11. Understand Requirements
  12. 12. Recollect past experience
  13. 13. Gather historical data
  14. 14. Talk to people
  15. 15. Take time to digest
  16. 16. Consolidate gathered Information</li></li></ul><li>Set a Goal<br />You should set a SMART goal<br />S – Simple<br />M – Measurable<br />A – Achievable <br />R – Realistic<br />T – Time Bound<br /><ul><li>Make it clear and concise
  17. 17. Summarize in one statement to be precise
  18. 18. Validate goal against the smart criteria
  19. 19. Freeze the goal</li></li></ul><li>Explore Options<br /><ul><li>Look all possible Approaches to reach the goal
  20. 20. Rank them in order of importance
  21. 21. Evaluate the top 3
  22. 22. Select the best fit
  23. 23. Review the feasibility and incorporate feedback</li></li></ul><li>Create the Plan<br /><ul><li>Detail out the major milestones to achieve the chosen approach
  24. 24. Document activities that help achieve milestones
  25. 25. Effort estimate each activity and fit the schedule
  26. 26. Co-relate dependencies
  27. 27. Assign resources to activities</li></li></ul><li>Evaluate the Plan<br />Evaluate the plan on various parameters and ensure that possible risks have clear mitigation plans. Some of the common project risks are below:<br />Unclear roles and responsibilities<br />Scope changes<br />Effort variation<br />Lack of resource commitment<br />Delay of responses from customer<br />No buy-in from Stakeholders<br />Poor and unclear communication<br />Revise the plan wherever required.<br />
  28. 28. Take Buy In<br />The benefits of planning depend on how well the plan is understood by the stakeholders and how well it is executed. For both of these, we need a buy in from the stakeholders. So, once the plan is in place:<br /><ul><li>Share the plan with stakeholders
  29. 29. Conduct a meet and explain the plan
  30. 30. Let them digest
  31. 31. Seek feedbacks
  32. 32. Improve the plan based on suggestions
  33. 33. Seek an agreement
  34. 34. Close the step by deciding owners
  35. 35. Baseline the plan</li></li></ul><li>Implement the plan<br />For winning a game, it is important for the playing team to understand its rules. Similarly for implementing the plan successfully it is important that:<br /><ul><li>Ground rules are clearly defined, documented and educated
  36. 36. Owners are clearly identified
  37. 37. Scope is managed through effective change management
  38. 38. Success criteria are defined
  39. 39. Un-Ambiguous information is shared
  40. 40. Intermediate wins are enjoyed
  41. 41. Failures provide feedback and plan revisited</li></li></ul><li>Track the plan<br />The best way to track the plan is to be in touch<br /><ul><li>Sync with the team as much as possible
  42. 42. Keep track of key milestones
  43. 43. Uses tracking techniques and tools like earned value analysis
  44. 44. Use effective reporting techniques
  45. 45. Prepare team for pro-actively sharing the risks and issues
  46. 46. Identify roadblocks and remove them
  47. 47. Empower team to deliver results
  48. 48. Support the team</li></li></ul><li>Close the plan<br />Closing the plan is as important as any other step in the planning process. Closing the plan gives the opportunity to evaluate what went wrong and what went right in the planning. <br /><ul><li>Get sign offs
  49. 49. Identify the key success factors
  50. 50. Identify the key failures
  51. 51. Identify key performing resources. Appraise them.
  52. 52. Share and document lessons learnt
  53. 53. Share and document best practices
  54. 54. Use it as a feedback for next planning</li></li></ul><li>Summary<br />Explore Options<br />Do Homework<br />Set the Goal<br />Create the plan<br />Evaluate the plan<br />Get Buy In<br />Implement the Plan<br />Enjoy the Success<br />Track the plan<br />Close the plan<br />
  55. 55. Thank You<br />Ankur Maheshwari<br />ankurmaheshwari@hotmail.com<br />Go Green – Save Environment – Contribute your bit<br />
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