2. Outlines
• What is planning
• The planning process
• WBS
• Project plan elements and examples
• Purposes of Planning
3. Project planning as a process is
output oriented. It is concerned with
deciding in advance the
WHAT, WHEN, HOW, WHO
will take the necessary actions to
accomplish established objectives.
Martin, M. D. & Miller, K. (1982). Project Planning as the Primary Management
Function. Project Management Quarterly, 13(1), 31–38.
5. 02
Describe a detailed work
breakdown structure
04
Estimate the duration of
activities
01
Identify the planning
processes
03
Build an activity list
05
Risk analysis
06
Finalize a formal project
plan
THE PROCESS
6. Defining the Work
• Identify your deliverables (work buckets)
– Usually a single word
– Must be a NOUN
• Break each deliverable down into tasks
– These require action
– Starts with a VERB
• Break each task down as far as
necessary
7. Work Breakdown Structure
● Deliverable-oriented,
tree-like structure
● Graphically defines all the
work in the project.
Lorem Ipsum
Lorem Ipsum Lorem Ipsum
Lorem Ipsum
Lorem Ipsum
Lorem Ipsum
Lorem Ipsum
POS Project
Software Hardware
Install hardware
Select
specifications
Setup environment
Select
environment
8. “If it’s not in the
work breakdown
structure, it’s not in
the project!”
The Golden Rule
Project Management Tools & Techniques
journal.ahima.org - Susan W. Carey
2011
12. Cost estimation
• Select an estimation
method
• Estimate expected
cost of project by cost
category
• Estimate contingency
13. Communication plan
-Identify key project
stakeholders
-Document what, when,
why and how information
will be distributed
-Develop documentation
standards
14. Risk Analysis
Identify the potential RISK
EVENT
Rate the risk for:
– Degree of impact
– Probability of
occurrence
16. WBS VS PROJECT PLAN
› is a total view of the project
› is necessary prior to the
approval
› focuses on the budget
› is result-oriented
› can be on only one part
› is necessary for
completing it
› focuses on scheduling
› is action oriented
Planning is an ongoing effort throughout the life of
the project
18. Purposes of Planning
Communication
Project planning is a
form of
communication and a
source of information
for project personnel.
Martin, M. D. & Miller, K. (1982). Project Planning as the Primary Management
Function. Project Management Quarterly, 13(1), 31–38.
Foundation for
Management Action
Planning also furnishes the
foundation for all other
management action
19. Tips & Tricks
Establish
communication
routines.
set up communication
routines in advance. Will
someone be reporting
progress weekly?
Monthly?
5 Project-Planning Tips to Help You Meet Your Goals
entrepreneur.com - Jay BacraniaMay 28, 2015
Know when to quit
here are some questions
that can help you think
through:
Could I better achieve my
goals by spending this time
on other projects?
Is the goal of this project
still important to my
organization?
20. Planning provides a
nexus between the
managerial functions
required to activate a
project and the
elements needed for
successful project
completion
Summary