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Optional Structures to
Support Planning &
Coordination
May 15, 2018
The Role of the Project Vision
• “project vision” is a significant contributing factor to project success, and, the
communication and maintenance of a project vision will impact project outcomes.
• Unspoken assumptions can generate confusion, whereas explicit artifacts such as a
vision statement provides the link between assumption and a means to provide both
tightly and loosely coupled systems.
Christenson, D. & Walker, D. H. T. (2004). Understanding the role of "vision" in project success. Project
Management Journal, 35(3), 39–52.
Contents
• The 8 Workstreams
• Scheduling Option #1: Linear
Model
• Optional Structures to Support
Planning & Coordination
• Scheduling Option #2: Incremental
Model
• Scheduling Option #3: Hybrid
Model
• Explaining how the Project
Impacts the Business Model
• Next Steps
• Creating the Project Schedule
The 8 Workstreams
Deliverables are listed within each section. These will be defined in more detail as the schedule is
developed and resources are assigned.
• How are these workstreams related?
• How is integration of these workstreams to be managed and structured?
• Can a planning structure be developed that also helps participants align their efforts? Simplify the
tracking and reporting process?
Scheduling Option #1: Linear Model
The model depicted on slide 4 establishes the overall relationship of its
parts but does not indicate priority or precedence.
Interdependence exists but is minimized in order to support each module
to plan and execute its responsibilities independently.
This ‘waterfall approach to scheduling’ (step 1, then 2, then 3) works
for many projects, but more often an agile and interdependent
approach is needed. An ‘action log’ makes this model more flexible but
does not resolve the lack of integration supported by a linear approach.
Milestone reviews are focused on the current module and not the
interdependence between modules.
Optional Structures to Support Planning &
Coordination
Option 1: Interdependence
Structure
Strategy
Business Development
Leadership Communication
Business
Opportunities
Business
Initiatives
Resource
Structure
Training &
Retention
LR Strategy Recruitment
Leadership &
EE Strategy
Option 2: Hierarchical
Interdependent Structure
Communication
Recruitment
LR Strategy
Leadership/ EE Retention
Training
Resource/ Structure
Business Initiatives
Business Opportunities
The first option depicts an incremental model. Planning
and initiation of tasks will emphasize the leadership of
one task over the other.
Option two depicts the relationship as tiered with the
lower domains setting the foundation. Interdependence
still exists.
Scheduling Option #2: Incremental Model
The incremental model is less linear (1, then 2, then 3 –
in isolation with minimal interdependence) and
recognizes that later tasks are absolutely dependent on
previous tasks.
This model supports milestone reviews that emphasize
the interdependence between modules. Delivery of the
previous module can be evaluated for quality before
deciding if the next module should be started.
Whereas a pure linear model supports several modules
being implemented at the same time, a pure incremental
model does not.
Scheduling Option #3: Hybrid Model
A hybrid model supports characteristics of the linear and the
incremental models.
• Incremental Task Launches
• Simultaneous Task Launches
• Quality Review Milestones & Phase Gates
This model also has unique challenges:
• More difficult to track
• Structure is more difficult for participants to understand
As a result, a ‘meta model’ is needed that helps participants to
conceptually follow the purpose, logic, and values of the structure.
Explaining how the Project Impacts the Business
Model
Business Model Structure
Using the business model canvas (below) is not necessarily
recommended for this project, but it helps explain how each
project module supports the Compass One business model.
The three previous models (and scheduling structures) include
all of the information contained here. So the question is,
what previous model supports project planning,
scheduling, and integration?
Creating the Project Schedule
Step 1:
Write
Down
Your
Tasks
Step 2:
Establish
the Order
of Tasks
Step 3:
Create
Some
Milestones
Step 4:
Calculate
the
Timescale
Step 5:
Allocate
People to
Tasks
Step 6:
Review
Regularly
Next Steps
Identify the Model
• What model best describes the relationship between the modules?
• Are the tasks independent or inter-dependent?
• Best describes how the work will be scheduled and carried out?
• Is necessary to support scheduling, monitoring, and tracking?
• What is the simplest solution?
• What constraints exist?
• Are the deadlines 'soft' or 'hard'?
Build the Schedule
• What schedule structure is best suited for the conceptual model
selected?
• What are the project requirements?
• Tasks?
• Resources?
• Roles?
• Timelines?
• Metrics?
• How is success measured?

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Optional structures to support project planning & integration: Travis Barker, MPA GCPM (2018)

  • 1. Optional Structures to Support Planning & Coordination May 15, 2018
  • 2. The Role of the Project Vision • “project vision” is a significant contributing factor to project success, and, the communication and maintenance of a project vision will impact project outcomes. • Unspoken assumptions can generate confusion, whereas explicit artifacts such as a vision statement provides the link between assumption and a means to provide both tightly and loosely coupled systems. Christenson, D. & Walker, D. H. T. (2004). Understanding the role of "vision" in project success. Project Management Journal, 35(3), 39–52.
  • 3. Contents • The 8 Workstreams • Scheduling Option #1: Linear Model • Optional Structures to Support Planning & Coordination • Scheduling Option #2: Incremental Model • Scheduling Option #3: Hybrid Model • Explaining how the Project Impacts the Business Model • Next Steps • Creating the Project Schedule
  • 4. The 8 Workstreams Deliverables are listed within each section. These will be defined in more detail as the schedule is developed and resources are assigned. • How are these workstreams related? • How is integration of these workstreams to be managed and structured? • Can a planning structure be developed that also helps participants align their efforts? Simplify the tracking and reporting process?
  • 5. Scheduling Option #1: Linear Model The model depicted on slide 4 establishes the overall relationship of its parts but does not indicate priority or precedence. Interdependence exists but is minimized in order to support each module to plan and execute its responsibilities independently. This ‘waterfall approach to scheduling’ (step 1, then 2, then 3) works for many projects, but more often an agile and interdependent approach is needed. An ‘action log’ makes this model more flexible but does not resolve the lack of integration supported by a linear approach. Milestone reviews are focused on the current module and not the interdependence between modules.
  • 6. Optional Structures to Support Planning & Coordination Option 1: Interdependence Structure Strategy Business Development Leadership Communication Business Opportunities Business Initiatives Resource Structure Training & Retention LR Strategy Recruitment Leadership & EE Strategy Option 2: Hierarchical Interdependent Structure Communication Recruitment LR Strategy Leadership/ EE Retention Training Resource/ Structure Business Initiatives Business Opportunities The first option depicts an incremental model. Planning and initiation of tasks will emphasize the leadership of one task over the other. Option two depicts the relationship as tiered with the lower domains setting the foundation. Interdependence still exists.
  • 7. Scheduling Option #2: Incremental Model The incremental model is less linear (1, then 2, then 3 – in isolation with minimal interdependence) and recognizes that later tasks are absolutely dependent on previous tasks. This model supports milestone reviews that emphasize the interdependence between modules. Delivery of the previous module can be evaluated for quality before deciding if the next module should be started. Whereas a pure linear model supports several modules being implemented at the same time, a pure incremental model does not.
  • 8. Scheduling Option #3: Hybrid Model A hybrid model supports characteristics of the linear and the incremental models. • Incremental Task Launches • Simultaneous Task Launches • Quality Review Milestones & Phase Gates This model also has unique challenges: • More difficult to track • Structure is more difficult for participants to understand As a result, a ‘meta model’ is needed that helps participants to conceptually follow the purpose, logic, and values of the structure.
  • 9. Explaining how the Project Impacts the Business Model Business Model Structure Using the business model canvas (below) is not necessarily recommended for this project, but it helps explain how each project module supports the Compass One business model. The three previous models (and scheduling structures) include all of the information contained here. So the question is, what previous model supports project planning, scheduling, and integration?
  • 10. Creating the Project Schedule Step 1: Write Down Your Tasks Step 2: Establish the Order of Tasks Step 3: Create Some Milestones Step 4: Calculate the Timescale Step 5: Allocate People to Tasks Step 6: Review Regularly
  • 11. Next Steps Identify the Model • What model best describes the relationship between the modules? • Are the tasks independent or inter-dependent? • Best describes how the work will be scheduled and carried out? • Is necessary to support scheduling, monitoring, and tracking? • What is the simplest solution? • What constraints exist? • Are the deadlines 'soft' or 'hard'? Build the Schedule • What schedule structure is best suited for the conceptual model selected? • What are the project requirements? • Tasks? • Resources? • Roles? • Timelines? • Metrics? • How is success measured?

Editor's Notes

  1. This short PPT provides an overview of three different scheduling and project structure models that can be used to support team coordination, communication, and integration of the eight workstreams (in pursuit of a shared and interdependent goals). The conceptual model determines whether or not the project team understands the schedule, deliverables, or how the team is expected to work together. The project schedule determines whether or not the project tasks can be adequately monitored, tracked, or if the deliverables required by the project will meet stakeholder specifications.
  2. The project vision must be aligned with the project structure. The project structure must be aligned with the company's business model and priorities. 
  3. This graph is an example of a meta model. The schedule structure implied by this model is shared on the next slide. A metamodel or surrogate model is a model of amodel, and metamodeling is the process of generating such metamodels. Thus metamodeling ormeta-modeling is the analysis, construction and development of the frames, rules, constraints, modelsand theories applicable and useful for modeling a predefined class of problems. Metamodeling - Wikipedia https://en.wikipedia.org/wiki/Metamodeling
  4. These graphs are an example of a meta model. The schedule structure implied by this model is shared on the next slide.
  5. The Business Model Canvas was proposed by Alexander Osterwalder based on his earlier book: Business Model Ontology. It outlines several prescriptions which form the building blocks for the activities. It enables both new and existing businesses to focus on operational as well as strategic management and marketing plan. https://canvanizer.com/new/business-model-canvas Zoom in for a closer view of the images, or let me know if you would like me to send you the original template.  The canvas contains nine components that collectively integrate to form the entire business model, including the following: Value Proposition: What unique value does a company’s product or service create for customers. Customer Segments: What group(s) of customers is a company targeting with its product or service Customer Relationships: How does a company plan to build relationships with the customers it is serving Customer Channels: What channels does a company use to acquire, retain and continuously develop its customers Revenue Streams: How is a company pulling all of the above elements together to create multiple revenue streams and generate continuous cashflow The components listed above represent the right side of the canvas and combine to form the revenue generating mechanism of the business. Listed below are the components that combine to form the cost structure of the business on the left side of the canvas. Key Partnerships: What strategic and cooperative partnerships does a company form to increase the scalability and efficiency of the business Key Resources: What assets and knowledge does a company possess that allow it to deliver its value to customers in ways that other companies can’t Key Activities: What activities does a company engage in that allow it to execute its strategy and establish a presence in the market Cost Structure: What are the costs associated with each of the above elements and which components can be leveraged to reduce costs. Source: http://www.lumosforbusiness.com/blog/723/02-07-2010/The+Key+Components+of+a+Business+Model 
  6. The conceptual model determines whether or not the project team understands the schedule, deliverables, or how the team is expected to work together. The project schedule determines whether or not the project tasks can be adequately monitored, tracked, or if the deliverables required by the project will meet stakeholder specifications.