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12
57086
Contract and Project Management




David Sowden, The University of Hull
12
57086
Contract and Project Management

Plans




David Sowden, The University of Hull
Overview
• Plans
 – Benefit of planning
 – What is a Plan?
 – What are the elements of a plan?
 – Different approaches
 – Levels of a Plan




                                3
Benefits of planning (1)

    • Effective planning identifies:
      – Whether the targets are achievable
      – The resources needed to achieve the targets within the time
        frame
      – The activities needed to ensure that quality can be built into the
        ‘product’
      – The problems and risk associated with trying to achieve the
        targets and stay within constraints.




                                      4
Benefits of planning (2)

    • Other benefits:
      – Avoiding muddle and ad hoc decisions
      – Helping the ‘management’ team to think ahead
      – Providing a ‘yardstick’ against which progress can be measured
      – Communication, though the distribution of a plan to all
        concerned, of:
          • What is to be done
          • How it is to be done
          • Who is responsible
          • How progress is monitored and controlled.
      – Gain commitment from all
      – Create personal targets.




                                     5
What is a plan?
    • A plan is not just a some sort of bar chart showing timescales
      it is a document describing:
       – How
       – When
       – Who
    • It should also identify targets for:
       • ‘Products’
       • Timescales
       • Costs
       • Quality




                                      6
What are the elements of a plan?
                                                                    THE B
                                                                          AS          ICS
    • It should contain the following elements: (making maximum
      use of charts tables and diagrams for clarity)
      • The ‘product(s)’ to be produced
      • The activities needed to create the ‘product(s)’
      • The activities needed to validate the quality of ‘product(s)’
      • The resources and time needed for all relevant activities
      • The dependencies between activities
      • External dependencies for the delivery of information, products or services
      • When activities will occur
      • The points at which progress will be monitored, controlled and evaluated
      • Agreed tolerances.




                                               7
What are the elements of a plan?
                           Products

      Prerequisites                         Quality requirements

                        Assumptions                       Possible
                                                           risks
  Schedule
- Gantt chart              Activities
- milestones
- .....
                          Resources

                             Risks            Control points

                Revised activities and resources

                         Time & cost
What are the elements of a project plan?
    •   Plan Summary
    •   Project prerequisites
    •   External dependencies
    •   Planning assumptions
    •   Project Plan, covering:
        • project level Gantt or bar chart
        • project level ‘product’ breakdown structure
        • project level ‘product’ Flow Diagrams
        • project level ‘product; descriptions
        • project level activity network
        • project financial budget
        • project change budget
        • project level table of resource requirements
        • requested/assigned specific tolerances
        • project level tolerances (example, time & budget)
    •   Contingency plans
Different approaches


                       ‘Tailoring the
                       methodologies to
                       suit’




                                          10
Levels of Plan

       Programme Plan


                 Project Plan
       ck rk




                  ck rk
           es




                             ck rk




                                             ck rk



                                                        ck rk
                      es




                                 es




                                                 es



                                                            es
     pa Wo




                pa Wo




                           pa Wo




                                           pa Wo



                                                      pa Wo
         ag




                    ag




                               ag




                                               ag



                                                          ag
                                                                  Exception Plan
       Stage Plan          Stage Plan            (min2)

                                                         (optional)

      Team Plan              Team Plan



                                      11
TASK



Review your Project plan

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57086 12 plans

  • 1. 12 57086 Contract and Project Management David Sowden, The University of Hull
  • 2. 12 57086 Contract and Project Management Plans David Sowden, The University of Hull
  • 3. Overview • Plans – Benefit of planning – What is a Plan? – What are the elements of a plan? – Different approaches – Levels of a Plan 3
  • 4. Benefits of planning (1) • Effective planning identifies: – Whether the targets are achievable – The resources needed to achieve the targets within the time frame – The activities needed to ensure that quality can be built into the ‘product’ – The problems and risk associated with trying to achieve the targets and stay within constraints. 4
  • 5. Benefits of planning (2) • Other benefits: – Avoiding muddle and ad hoc decisions – Helping the ‘management’ team to think ahead – Providing a ‘yardstick’ against which progress can be measured – Communication, though the distribution of a plan to all concerned, of: • What is to be done • How it is to be done • Who is responsible • How progress is monitored and controlled. – Gain commitment from all – Create personal targets. 5
  • 6. What is a plan? • A plan is not just a some sort of bar chart showing timescales it is a document describing: – How – When – Who • It should also identify targets for: • ‘Products’ • Timescales • Costs • Quality 6
  • 7. What are the elements of a plan? THE B AS ICS • It should contain the following elements: (making maximum use of charts tables and diagrams for clarity) • The ‘product(s)’ to be produced • The activities needed to create the ‘product(s)’ • The activities needed to validate the quality of ‘product(s)’ • The resources and time needed for all relevant activities • The dependencies between activities • External dependencies for the delivery of information, products or services • When activities will occur • The points at which progress will be monitored, controlled and evaluated • Agreed tolerances. 7
  • 8. What are the elements of a plan? Products Prerequisites Quality requirements Assumptions Possible risks Schedule - Gantt chart Activities - milestones - ..... Resources Risks Control points Revised activities and resources Time & cost
  • 9. What are the elements of a project plan? • Plan Summary • Project prerequisites • External dependencies • Planning assumptions • Project Plan, covering: • project level Gantt or bar chart • project level ‘product’ breakdown structure • project level ‘product’ Flow Diagrams • project level ‘product; descriptions • project level activity network • project financial budget • project change budget • project level table of resource requirements • requested/assigned specific tolerances • project level tolerances (example, time & budget) • Contingency plans
  • 10. Different approaches ‘Tailoring the methodologies to suit’ 10
  • 11. Levels of Plan Programme Plan Project Plan ck rk ck rk es ck rk ck rk ck rk es es es es pa Wo pa Wo pa Wo pa Wo pa Wo ag ag ag ag ag Exception Plan Stage Plan Stage Plan (min2) (optional) Team Plan Team Plan 11