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               Thank you for coming today to hear
               about scheduling. It’s common to think
               that scheduling is a simple process.
               Get a scheduling tool, enter the tasks,
               durations, links, and print out the
               schedule.
               We’ll find out today that there is more
               to this than data entry.
               The key to the Perfect Schedule is the
               define what done looks like for the
               artifact.
               The key of course for any project,
               effort, and endeavor is the define what
               Done looks like before we start.




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                                                 Before we venture into developing the
                                                 Perfect Schedule, we need to test
                                                 some attributes of our organization
                                                 and individuals in that organization.
                                                 Are we committed – or are we just
                                                 putting a check in the box when
                                                 someone asks do you have a schedule?
                                                 Do we have the capability to produce a
                                                 good schedule – have we seen good
                                                 schedules? Do we know the attributes
                                                 of a good schedule?
                                                 Do we have the capacity to do this
                                                 work? Is there enough time and
                                                 resources to produce the schedule for
                                                 the project?
                                                 Do we intend to do it right – when we
                                                 run into trouble can we persevere to
                                                 the end?
                                                 Do we posses the core abilities to
                                                 make this happen?
                                                 It is hoped that end of this session
                                                 you’ll have positive answers to all
                                                 these questions and be on you way to
                                                 building the perfect schedule.




Glen B. Alleman, PMI Mile High Symposium, 2012                                            2/38
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                                                 Here’s a real schedule from a book on
                                                 the history of flying to the moon. It’s
                                                 simple, its to the point, and it’s close to
                                                 what really happened in the Apollo
                                                 program.
                                                 We’ll want our perfect schedule to
                                                 look like this in principle. In practice of
                                                 course there are more moving parts.
                                                 But this is the notional approach that
                                                 tells everyone what done looks like,
                                                 how we’re going to get there.




Glen B. Alleman, PMI Mile High Symposium, 2012                                                 3/38
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                                                 The perfect schedule has some attributes
                                                 we need to understand before we start.
                                                 1. The schedule tells us what DONE looks
                                                     like in units of measures meaningful to
                                                     the decision makers. This phrase units
                                                     of measure meaningful to the decision
                                                     makers will be at the heart of
                                                     everything we do today.
                                                 2. The schedule shows us what work
                                                     needs to be done to produce the
                                                     outcomes needed for the project to be
                                                     successful. Actually it shows us the
                                                     work that needs to be done that
                                                     increases the probability of success for
                                                     the project – since all project work is
                                                     probabilistic.
                                                 3. The schedule shows us what resources
                                                     are needed to do that work.
                                                 4. The schedule must show us what are
                                                     the impediments to performing that
                                                     work. What are the risks to the
                                                     project’s success.
                                                 5. And finally the schedule shows us how
                                                     we are measuring the tangible
                                                     evidence of progress to our plan.
                                                 This evidence and these measures are
                                                 usually not part of the traditional
                                                 approach to scheduling. In that traditional
                                                 approach, work is planned left to right,
                                                 resources assigned – you do have a
                                                 resource loaded schedule right?. And then
                                                 that work is executed.
                                                 What we’re going to learn today is that
                                                 another paradigm is needed in order to
                                                 increase the probability of success.
                                                 This paradigm is called the Integrated
                                                 Master Plan or IMP. The IMP is used – and
                                                 many times mandated in large defense
                                                 and NASA programs. But it is also found in
                                                 Enterprise IT programs. Project like ERP.




Glen B. Alleman, PMI Mile High Symposium, 2012                                                  4/38
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                                                 Our first step here is to separate a Plan
                                                 from a Schedule.
                                                 The PLAN is a procedure used to
                                                 achieve an objective. It is a set of
                                                 intended actions, through which one
                                                 expects to achieve a goal.
                                                 The SCHEDULE is the sequence of
                                                 these intended actions, needed to
                                                 implement the PLAN.
                                                 But we don’t what to mix the PLAN
                                                 with the SCHEDULE.
                                                 The PLAN is the strategy for the
                                                 successful completion of the project.
                                                 In the strategic planning domain, a
                                                 PLAN is a hypothesis that needs to be
                                                 tested along the way to confirm we’re
                                                 we headed.
                                                 The SCHEDULE is the order of the work
                                                 to execute the PLAN.
                                                 We need both. PLANS without
                                                 SCHEDULES are not executable.
                                                 SCHEDULES without PLANS have no
                                                 stated mission, vision, or description of
                                                 success other than the execution of
                                                 the work.
                                                 PLANS without SCHEDULES may be
                                                 useful, but are not executable.




Glen B. Alleman, PMI Mile High Symposium, 2012                                               5/38
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                                                 There are many ways to remember what is
                                                 needed in a good schedule and the plan
                                                 that guides the development of the
                                                 schedule. Here’s a simple one. Rudyard
                                                 Kipling's poem The Elephants Child
                                                 contains a list that he used as a reporter.
                                                 This list is the basis of our test for a good
                                                 schedule.
                                                 These six trusted friends should be
                                                 obvious in any schedule to build or look at:
                                                 1. Who is doing the work is in the
                                                      resource pool and the assignment of
                                                      those resources to the work.
                                                 2. What are the outcomes or
                                                      deliverables from the work. These
                                                      deliverables are tangible evidence that
                                                      the work has accomplished what it
                                                      was planned to do. This evidence is
                                                      meaningful to the consumers of the
                                                      project.
                                                 3. When does this work take place is
                                                      shown in the sequence of work
                                                      packages in the schedule. Work
                                                      Packages are much better that Tasks.
                                                      Work Packages result in outcomes
                                                      that say their name. They are
                                                      Packages of Work. Tasks simply show
                                                      the consumption of time and
                                                      resources.
                                                 4. Where the work is being performed
                                                      can be used for locality, functional
                                                      departments, or similar information.
                                                 5. Why must be answered through a
                                                      description of the needed capabilities
                                                      for the project to fulfill its mission.
                                                      There must be a reason for every
                                                      requirement, every action, every
                                                      expense.
                                                 6. How the work is performed must be
                                                      described in the narrative associated
                                                      with the Work Packages and the Work
                                                      Breakdown Structure.



Glen B. Alleman, PMI Mile High Symposium, 2012                                                   6/38
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                                                 Like all successful approaches to solving
                                                 problems, we first need to focus on the critical
                                                 few. The same number – in this case 3 – items
                                                 that must be addressed first. These are
                                                 Who – the resources.
                                                 What – the outcomes.
                                                 When – the sequence of the Work Packages.
                                                 The primary reason for thinking in work
                                                 packages is they say their name – they are a
                                                 package of work. This package of work
                                                 produces one and hopefully only one
                                                 outcome. This outcome is complete, done,
                                                 finished, to the specifications developed
                                                 during the planning of the project. Planning by
                                                 the way is not the same as scheduling, but that
                                                 is another class.
                                                 These packages of work contain tasks, but
                                                 we’re not actually interested in the tasks at
                                                 this point. What tasks are in the package of
                                                 work, how they are arranged is the
                                                 responsibility of the Work Package Manager.
                                                 That will be addressed later.
                                                 What we’re interested in now is what
                                                 outcomes are needed to produce the solution
                                                 for the project. In what order are those
                                                 packages of work performed. These packages
                                                 of work are binary – they are done or they are
                                                 not done. Partially done work packages on the
                                                 day you planned to be done means you’re late
                                                 and probability over budget.
                                                 Work Packages are a way of asking what have
                                                 you done for me lately. Not how hard are you
                                                 trying, how much commitment are you
                                                 making, none of those things. You’re either
                                                 done or you’re not.
                                                 The tasks in the Work Package are measured in
                                                 the same way 0% or 100%. You did it or you
                                                 didn’t. so the development of the perfect
                                                 schedule starts by thinking in these black and
                                                 white units of measure




Glen B. Alleman, PMI Mile High Symposium, 2012                                                      7/38
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                                                 What are we building is described in
                                                 the schedule, but not in the way you
                                                 think. The answer to What is described
                                                 in the Significant Accomplishments and
                                                 the Accomplishment Criteria – or Exit
                                                 Criteria – for the Work Packages.
                                                 What is represented by tangible
                                                 evidence of DONE. Something visible,
                                                 something you can bring to the table
                                                 to show other people, some form of
                                                 measureable outcome.
                                                 What is never the passage of time or
                                                 the consumption of resources. What is
                                                 always a thing.
                                                 What is always spoken about in the
                                                 past tense. Things like Oracle Database
                                                 Initialization Complete. Mechanical
                                                 Test Fixture Installed. Concrete core
                                                 testing compliant with specifications.
                                                 This Plan is common in the Agile
                                                 development world. It is also common
                                                 in the federal government, where it is
                                                 called the Integrated Master Plan.




Glen B. Alleman, PMI Mile High Symposium, 2012                                             8/38
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                                                 With the Plan, saying what outcomes
                                                 will be produced by the project, the
                                                 units of measure of DONE for these
                                                 outcomes, we now need to put the
                                                 Work Packages in the proper order to
                                                 cause these outcomes to appear.
                                                 This is the role of the schedule. This is
                                                 the primary role of the schedule. This
                                                 is the only role of the schedule.
                                                 All the other heavy lifting for the
                                                 project in done in the Integrated
                                                 Master Plan and the resource loaded
                                                 Work Packages.
                                                 With the sequenced Work Packages we
                                                 can now see the resource demands on
                                                 the available resources. This is called
                                                 resource profiling.
                                                 When the profile doesn’t work out, we
                                                 can re–arrange the Work Packages. But
                                                 we should not be changing how the
                                                 Work Packages work inside.
                                                 If we do, we’ll be continuously chasing
                                                 our shadow trying to optimize the
                                                 tasks inside the Work Package, when in
                                                 fact the Work Packages should be seen
                                                 as the lowest level of planning in the
                                                 project. They are the Packages of Work
                                                 needed to successfully complete the
                                                 project.
                                                 This is a critical concept and will need
                                                 some soak time.
                                                 Plan at the Accomplishment and
                                                 Criteria level, Schedule at the Work
                                                 Package level.
                                                 We’ll see some more detail in a bit on
                                                 how to think like this.
Glen B. Alleman, PMI Mile High Symposium, 2012                                               9/38
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                                                 Let’s start with Who. This is arbitrary of
                                                 course. We could have started with
                                                 What or When. But any credible
                                                 schedule is resource loaded.
                                                 First, resource loading a schedule is
                                                 tricky business. The most important
                                                 thing to start is to NOT let the
                                                 scheduling tool do the resource
                                                 loading. Notice I didn’t say resource
                                                 leveling. Don’t let the scheduling tool
                                                 do that either.
                                                 Why you ask?
                                                 Because if the tool does the work for
                                                 you, you won’t know why it did what it
                                                 did. You won’t be the Master
                                                 Scheduler. You won’t understand how
                                                 you got the resource spreads that were
                                                 created for you by the tool.
                                                 This sounds illogical, but it’s one of
                                                 those master scheduler pieces of
                                                 advise that should be followed
                                                 because that’s what Master Schedulers
                                                 have come to understand.
                                                 Now we can use named resources –
                                                 not my favorite – or we can use
                                                 resource categories. Let’s start with
                                                 resource categories.




Glen B. Alleman, PMI Mile High Symposium, 2012                                                10/38
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                                                 OK, let’s get started on an example
                                                 But one reminder.
                                                 Plans and Schedules are needed.
                                                 The Plan tells us what DONE looks like,
                                                 how we are going to recognize DONE,
                                                 what units of measure we’re going to
                                                 use to recognize DONE.
                                                 The Schedule tells us the work we
                                                 need to do to produce the outcomes
                                                 that are the basis of DONE.
                                                 The Schedule tells us the order of this
                                                 work, the resources assigned to the
                                                 “packages of work,” and how we are
                                                 going to measure physical percent
                                                 complete for these work efforts.




Glen B. Alleman, PMI Mile High Symposium, 2012                                             11/38
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                                                 But before that, one more thing.
                                                 Every project, every plan, every
                                                 schedule must be capable of dealing
                                                 with change.
                                                 Managing change is a fools errand.
                                                 Managing in the presence of change is
                                                 the role of a project manager and the
                                                 development team.
                                                 Change is simply part of all project
                                                 work. How we manage in the presence
                                                 of change is the test of our schedule
                                                 and our plan.
                                                 The plan and the schedule must be
                                                 robust in the presence of change. It
                                                 must be capable of responding to
                                                 change in ways the maintain the value
                                                 produced to date and the value sought
                                                 in the future.
                                                 This of course sounds a lot like Agile,
                                                 but that is yet another topic.




Glen B. Alleman, PMI Mile High Symposium, 2012                                             12/38
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                                                 One more visit to what our Plan tells
                                                 us, before we start to talk about
                                                 scheduling.
                                                 The Plan tells us where we are going.
                                                 • What is being delivered – what does
                                                    Done look like.
                                                 • What work needs to be completed
                                                    to move forward toward Done
                                                 • What the order of that work is.
                                                 • The resources needed to perform
                                                    that work. The work in the Packages
                                                    of Work.
                                                 • And a new concept – what is the
                                                    budget for that work.
                                                 This is worth repeating – we must have
                                                 a plan before we start scheduling. With
                                                 a plan, the schedule is just a list of
                                                 work activities. We don’t have a
                                                 definitive description of what done
                                                 looks like, how we would measure
                                                 done, what are the impediments to
                                                 getting to done.
                                                 The schedule is critical to the success
                                                 of the project.
                                                 The Plan is critical to the success of the
                                                 schedule.
                                                 Both are needed. But if you’re going to
                                                 start somewhere, start with the Plan




Glen B. Alleman, PMI Mile High Symposium, 2012                                                13/38
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                                                 This is the first mention of something
                                                 that has a number associated with it.
                                                 The Budget has numbers of currency.
                                                 Money.
                                                 For our perfect schedule to actually be
                                                 perfect we’re going to have to start
                                                 thinking in numbers.
                                                 Numbers measure performance. How
                                                 fast are we driving? How much weight
                                                 have we lost? How much did I pay for
                                                 that Vente Latte?
                                                 Numbers are the lubricant of project
                                                 management. Numbers are better than
                                                 opinion. Numbers speak about
                                                 probabilities of success.




Glen B. Alleman, PMI Mile High Symposium, 2012                                             14/38
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                                                 So what kinds of numbers?
                                                 • Measures of Effectiveness (MoE) are
                                                    the operational measures of success
                                                    that are closely related to the
                                                    achievements of the mission or
                                                    operational objectives evaluated in the
                                                    operational environment, under a
                                                    specific set of conditions. These
                                                    measures are stated in units
                                                    meaningful to the buyer, Focus on
                                                    capabilities independent of any
                                                    technical implementation, and are
                                                    connected to the mission success.
                                                    MoE’s Belong to the End User.
                                                 • Measures of Performance (MoP)
                                                    characterize physical or functional
                                                    attributes relating to the system
                                                    operation, measured or estimated
                                                    under specific conditions. Measures of
                                                    Performance are attributes that assure
                                                    the system has the capability to
                                                    perform, assessment of the system to
                                                    assure it meets design requirements to
                                                    satisfy the MoE.
                                                 • Cost is derived from the schedule. It’s
                                                    not cost and schedule, it’s schedule and
                                                    cost. A resource loaded schedule is the
                                                    baseline source of the cost. If these are
                                                    disconnected, then the credibility of
                                                    the project is also disconnected.
                                                 • Technical Performance Measures are
                                                    attributes that determine how well a
                                                    system or system element is satisfying
                                                    or expected to satisfy a technical
                                                    requirement or goal. Technical
                                                    Performance Measures assess design
                                                    progress, define compliance to
                                                    performance requirements, identify
                                                    technical risk, are limited to critical
                                                    thresholds, include projected
                                                    performance.




Glen B. Alleman, PMI Mile High Symposium, 2012                                                  15/38
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                                                 Let’s remind ourselves the difference
                                                 between a Plan and a Schedule.
                                                 The Plan tells us where we are going –
                                                 what Done looks like.
                                                 The schedule tells us how we are going
                                                 to get there. What work activities are
                                                 needed along the way to done, what
                                                 resources do we need, what risks are
                                                 we going to encounter that need to be
                                                 handled and most importantly how are
                                                 we going to measure progress to Plan
                                                 using the schedule and the units that
                                                 define




Glen B. Alleman, PMI Mile High Symposium, 2012                                            16/38
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                                                 The critical understanding here is that
                                                 all the activities in the schedule are
                                                 probabilistic processes.
                                                 All the numbers, duration, cost,
                                                 technical performance are random
                                                 numbers drawn from a probability
                                                 density function – a probability
                                                 distribution.
                                                 If we don’t acknowledge this, we’ll be
                                                 disappointed in ways we may not
                                                 understand.
                                                 We’ll be surprised when we are late
                                                 and over budget. We’ll be surprised
                                                 when the project starts to fail and we
                                                 didn’t see it coming.
                                                 We’ve all seen this, we’ve probably
                                                 been on projects that behaved this
                                                 way. We may have even been the
                                                 Project Manager for a project like that.
                                                 So we’re half way through our talk
                                                 today and it’s time to start looking
                                                 forward.




Glen B. Alleman, PMI Mile High Symposium, 2012                                              17/38
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                                                 Ok, enough theory let’s go build
                                                 something.
                                                 This thing looks interesting. But you
                                                 can visualize anything that works for
                                                 you.
                                                 I personally like things that are shiny
                                                 and make lots of noise.
                                                 Software things are difficult and if
                                                 you’re in the software business, this
                                                 approach to building the perfect
                                                 schedule is even more important. For
                                                 this approach to work, we must
                                                 identify tangible evidence of progress
                                                 to plan. In the turbo–compressor
                                                 picture here that’s easy. In an ERP
                                                 system not so much. Which is why is
                                                 critically important in the ERP system
                                                 to have similar tangible evidence of
                                                 progress to plan.
                                                 Otherwise we can’t answer the
                                                 questions we’re going to ask about
                                                 progress to plan. In the absence of
                                                 tangible evidence, the only thing let is
                                                 soft, fuzzy, opinions. And we all have
                                                 experience of where that will take us.
                                                 Not a good place.
                                                 This is a core failure mode for IT
                                                 projects. Without tangible evidence of
                                                 progress to plan, IT projects drift into
                                                 measures progress by the passage of
                                                 time and consumption of resources.


Glen B. Alleman, PMI Mile High Symposium, 2012                                              18/38
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                                                 When we hear the word WBS we
                                                 usually wince. It’s one of those boring,
                                                 arcane terms that are applied to
                                                 formal project processes.
                                                 We don’t need no stink’in WBS.
                                                 Well the WBS is one of those critical
                                                 success factors for any project.
                                                 It’s the description of what DONE looks
                                                 like.
                                                 It’s the framework for the packages of
                                                 work contained in the schedule.




Glen B. Alleman, PMI Mile High Symposium, 2012                                              19/38
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                                                 At this point in the session, I’m going to let
                                                 you in on a secret. There are materials out
                                                 there that well guide you on how to build
                                                 not only the perfect schedule, but a
                                                 perfect WBS, the perfect Earned Value
                                                 Management Baseline and most of
                                                 everything else you need for project
                                                 success.
                                                 I apologize for taking so long to get to this
                                                 point. But if I told you this in the first slide,
                                                 you would not have stayed for the punch
                                                 line.
                                                 That punch line is there is nothing new
                                                 under the sun. This information has been
                                                 around for along time. It’s been updated,
                                                 but it’s still the same core principles.
                                                 What we’re here for today is to see how
                                                 to connect the dots between all this
                                                 guidance.
                                                 But please go to the web of download
                                                 these documents. If you’re PMI member
                                                 you can get you personal copy. If you’re
                                                 not a PMI member, this is one reason to
                                                 join.
                                                 These documents are:
                                                 • The MIL–STD–881C Work Breakdown
                                                     Structure Standard.
                                                 • The PMI Practice Guide for building a
                                                     WBS which does a good job except
                                                     when it falls in the functional
                                                     decomposition of the project. This
                                                     approach is not allowed in the 881C
                                                     guide.
                                                 • The PMI Risk Management Practice
                                                     Guide.
                                                 • The PMI Earned Value Management
                                                     Practice Guide.
                                                 • All of these should be on your desk.
                                                     Dog eared, marked up, and with sticky
                                                     notes.




Glen B. Alleman, PMI Mile High Symposium, 2012                                                       20/38
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                                                 This is a picture of a Plan for the
                                                 project. This is a real project. It is a
                                                 health insurance claims processing
                                                 system integration. It shows what
                                                 capabilities we would like to have, the
                                                 order of those capabilities, the
                                                 preconditions for each capability, and
                                                 the outcomes of each capability when
                                                 it is available.
                                                 This is the Integrated Master Plan.
                                                 It is NOT the Integrated Master
                                                 Schedule.
                                                 But having this Plan is critical to
                                                 developing the Integrated Master
                                                 Schedule.
                                                 If you look back to the early slides in
                                                 this session you’ll see similar charts.
                                                 People standing in front of a board of
                                                 sticky notes were doing the same
                                                 thing.
                                                 The process lays out the “value flow”
                                                 for the project. This is the mythical
                                                 “value” spoken about in many Agile
                                                 development processes.
                                                 We can monetize the presence of a
                                                 capability and assign that monetary
                                                 value to a section of the business case.
                                                 With this “value flow” we can identify
                                                 the needed capabilities, the technical
                                                 and operational requirements that
                                                 must be in place to enable these
                                                 capabilities and finally the “packages
                                                 of work” needed to produce the
                                                 solutions that meet those
                                                 requirements.


Glen B. Alleman, PMI Mile High Symposium, 2012                                              21/38
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                                                 We’ve talked about the Plan and we
                                                 talked about the Schedule.
                                                 Here’s the topology of how to put
                                                 them together.
                                                 Why is this a perfect topology?
                                                 Because it shows what is being
                                                 delivered, what are the
                                                 accomplishments needed to complete
                                                 the delivery, and what are the criteria
                                                 for each of these accomplishments.
                                                 Only then can we start to construct the
                                                 schedule needed to complete those
                                                 accomplishments according to the
                                                 criteria.
                                                 If we start with the schedule, we’ll not
                                                 have the units of measure needed to
                                                 show what DONE looks like. We’ll have
                                                 a list of the work. But not a description
                                                 of DONE.
                                                 With our Plan, the only way to
                                                 measure progress is by the passage of
                                                 time and the consumption of
                                                 resources.
                                                 What we want is a set of measures
                                                 that show how the product or service
                                                 is increasing in its maturity in units of
                                                 measure meaningful to the decision
                                                 makers.




Glen B. Alleman, PMI Mile High Symposium, 2012                                               22/38
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                                                 Using the topology from the previous
                                                 slide, we can now see what the Plan looks
                                                 like. The Data in Marts for ERP Ready is a
                                                 capability needed by the business. This
                                                 capability can be put to work. The
                                                 business case can monetize this capability
                                                 and we can connect our development
                                                 efforts with the production of this
                                                 monetized value. In order to arrive at this
                                                 capability, we need several Significant
                                                 Accomplishments:
                                                  Billing is complete.
                                                  Internal process complete.
                                                  Data store look up complete.
                                                  Data marts complete.
                                                  Portals and others complete.
                                                 Each of these Significant Accomplishments
                                                 has a set of Work Packages (not shown
                                                 here) that must be completed. The Exit
                                                 Criteria of these Work Packages is called
                                                 the Accomplishment Criteria.
                                                 The Accomplishment Criteria, Significant
                                                 Accomplishments, and the Milestones or
                                                 Events that release the Capability are the
                                                 Integrated Master Plan (IMP).
                                                 The Work Packages and their internal
                                                 Tasks, when placed in the right sequence
                                                 are the Integrated Master Schedule. If we
                                                 look back at the topology of the IMP and
                                                 IMS, we now have the language needed to
                                                 describe:
                                                  What DONE looks like?
                                                  How to get to DONE?
                                                  What resources we need on the way to
                                                     DONE?
                                                  The impediments along the way?
                                                  The measures of progress to plan?
                                                 We’ll have answered the 5 immutable
                                                 questions in a single integrated document
                                                 – the Integrated Master Plan / Integrated
                                                 Master Schedule.


Glen B. Alleman, PMI Mile High Symposium, 2012                                                 23/38
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                                                 Let’s have a process check. We’ve looked
                                                 at several components of the perfect
                                                 schedule.
                                                  We need a description of what we’re
                                                    going to build. The Work Breakdown
                                                    Structure tells us that. The WBS is not
                                                    really about the work that is broken
                                                    down. It’s about the products and
                                                    services produced by the project. This
                                                    is described in MIL–STD–881C.
                                                  The packages of work that implement
                                                    these products and services are derived
                                                    from WBS. This is straight forward. At
                                                    the terminal nodes of the WBS a Work
                                                    Package is where the tasks exists that
                                                    produce the outcomes.
                                                  These outcomes are defined with their
                                                    associated Technical Performance
                                                    Measures. These measures assess the
                                                    increasing maturity of an outcome, the
                                                    completeness of an outcome, or some
                                                    other measure of Physical Percent
                                                    Complete. These measures confirm
                                                    that requirements are being met,
                                                    capabilities are being provided, the
                                                    Measures of Effectiveness are being
                                                    fulfilled.
                                                  The last activity is the put these Work
                                                    Packages in the proper sequence to
                                                    optimize the assignment of resources
                                                    and most importantly optimize the
                                                    production of value in an increasing
                                                    quantity to match the planned business
                                                    case.



Glen B. Alleman, PMI Mile High Symposium, 2012                                                24/38
Time: 00 :00
Total: 00:00
                                                 Here’s the first look at connecting the dots for
                                                 the perfect schedule.
                                                 We’ll assume we have identified the needed
                                                 capabilities, derived the requirements – all
                                                 requirements are derived requirements by the
                                                 way – and these requirements mapped to the
                                                 Work Breakdown Structure terminal nodes
                                                 and onto Work Packages.
                                                 This WBS to Work Packages mapping starts in
                                                 the upper left here. One Work Package for one
                                                 outcome in the WBS. This is a critical success
                                                 factor. If we have more than one outcome for
                                                 each Work Package, we’ll have mixed apples
                                                 and oranges when it comes to measuring
                                                 Physical Percent Complete of the Work
                                                 Package.
                                                 With the Work Package, we can now define
                                                 the work activities – the tasks – inside the
                                                 Work Package that actually do the work.
                                                 Here’s where we need to pay attention. Those
                                                 tasks inside the Work Package are usually not
                                                 on baseline. That is the schedule of the tasks is
                                                 the responsibility of the Work Package
                                                 Manager. The reason is that the sequence of
                                                 Work Packages is what drives the perfect
                                                 schedule. The Work Package Manager looks
                                                 after resource assignments inside the Work
                                                 Package, the order of the work inside the
                                                 Work Package, and reporting the progress to
                                                 plan inside the Work Package.
                                                 Here’s the next piece requiring attention. The
                                                 measure of progress for the tasks in the Work
                                                 Package is measured as 0% or 100%. This may
                                                 be new to many here today. But this is basis of
                                                 the Earned Value Management guidance in
                                                 most ANSI–748B System Descriptions.
                                                 The details of the motivation are beyond this
                                                 short time period, but here’s the best reason.
                                                 0%/100% is simple to measure – either you’re
                                                 done or you’re not. Not opinion, not
                                                 rationalization of the work effort. You finished
                                                 the work in the task or you didn’t


Glen B. Alleman, PMI Mile High Symposium, 2012                                                       25/38
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Total: 00:00
                                                 Increasing Maturity is probably a new
                                                 term.
                                                 In the diagram a few pages ago, was a
                                                 value flow chart. Incremental pieces of
                                                 the project’s outcomes were
                                                 sequenced through the Integrated
                                                 Master Plan.
                                                 These pieces are arranged in an order
                                                 that marched the available resources,
                                                 the planned value creation.
                                                 These words speak to the increasing
                                                 maturity of the projects outcomes.
                                                 This maturity has two measures:
                                                  Measures of Effectiveness – does
                                                    the project provide the needed
                                                    capabilities?
                                                  Measures of Performance – does
                                                    the project meet the technical and
                                                    operational requirements?
                                                 The notion here is that every Work
                                                 Package produces a single Outcome.
                                                 This outcome has Technical
                                                 Performance Measures.
                                                 The Technical Performance Measure is
                                                 an attribute that determines how well
                                                 a system or system element is
                                                 satisfying or expected to satisfy a
                                                 technical requirement or goal.
                                                 Technical Performance Measures,
                                                 assesses design progress, Defines
                                                 compliance to performance
                                                 requirements, identifies technical risk,
                                                 and is limited to critical thresholds.



Glen B. Alleman, PMI Mile High Symposium, 2012                                              26/38
Time: 00 :00
Total: 00:00
                                                 So now we’re back to the numbers.
                                                 The measures of effectiveness,
                                                 measures of performance, technical
                                                 performance measures, and the
                                                 Earned Value numbers are all installed
                                                 in the Integrated Master Schedule.
                                                 These numbers are the raw material
                                                 for calculating the Probability of
                                                 Project Success (PoPS).
                                                 This probability uses past performance
                                                 to forecast future performance.
                                                 Measures of Effectiveness are defined
                                                 by the customer
                                                 Measures of Performance are
                                                 responses to the Measures of
                                                 Effectiveness in terms of project
                                                 solutions.
                                                 Technical Performance Measures are
                                                 the attributes of the project solutions
                                                 that must be met to be accepted by
                                                 the customer.




Glen B. Alleman, PMI Mile High Symposium, 2012                                             27/38
Time: 00 :00
Total: 00:00
               When we say tangible evidence of
               progress to plan, we mean something
               that can be measured, demonstrated,
               assessed.
               This of course is the foundation of agile
               software development. It is also the
               foundation of Systems Engineering and
               the US DoD Integrated Master Plan
               paradigm. This is not unique to agile.
               Working products is the basis of any
               successful project. So our perfect
               schedule must show how we are going
               to produce something that works at
               periods sufficiently fie grained to
               measure physical percent complete.
               This brings us back to the core
               question – How long are you willing to
               wait before you find out you are late?
               The production of a tangible,
               measurable outcome should be
               shorter than that time period. If you
               find this out too late, you have lost the
               opportunity to take corrective action.
               When you find out you are late, there
               is no way to not be late. And since you
               are late and didn’t know it, you are
               probably also over budget.
               When this happens you’re probably
               also not providing the planned
               technical performance. So now you are
               late, over budget, and the thing you
               are building doesn’t work.
               Not a good place to be if you are the
               project manager.



                                                           28/38
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                                                 These measures are related in the
                                                 following way.
                                                 Each needs to be present in the perfect
                                                 schedule.
                                                 Without these, it is difficult to assess
                                                 the performance of the project in any
                                                 way meaningful to the decision
                                                 makers.
                                                 All we can then do is measure cost and
                                                 schedule adherence. Which is
                                                 important but does not speak to the
                                                 value of the products or services
                                                 produced by the project.
                                                 This approach is guided by the
                                                 Integrated Master Plan / Integrated
                                                 Master Schedule.
                                                 When these measures are assigned to
                                                 the Work Packages, Accomplishment
                                                 Criteria, Significant Accomplishments,
                                                 and the Milestones or Events, we then
                                                 have a language to speak about the
                                                 performance of the project.




Glen B. Alleman, PMI Mile High Symposium, 2012                                              29/38
Time: 00 :00
Total: 00:00
                                                 If we don’t have these measures we’re
                                                 not going to be able to call our
                                                 schedule perfect.
                                                 We won’t be able to know much other
                                                 than we’re over budget and behind
                                                 schedule.
                                                 But that information isn’t very useful
                                                 for staying on schedule and on budget.
                                                 It’s also not very useful for determining
                                                 if the products or services produced by
                                                 the project are of any value to the
                                                 customer.
                                                 We must have the schedule speak to
                                                 these directly.
                                                  Are we meeting the measures of
                                                     effectiveness for the customer?
                                                  Are we producing products and
                                                     services that are technically and
                                                     operationally compliant with these
                                                     measures of effectiveness?
                                                  Are we keeping inside the technical
                                                     performance bands of the
                                                     developed products?
                                                  Are we utilizing our resources at a
                                                     rate that will allow the project to
                                                     complete on time and on budget –
                                                     this is the capacity for work
                                                     measure that is the other side of
                                                     the productivity measures.




Glen B. Alleman, PMI Mile High Symposium, 2012                                               30/38
Time: 00 :00
Total: 00:00
                                                 This is the final goal of the perfect
                                                 schedule.
                                                 We have a near perfect understanding
                                                 of what happened in the past. It’s
                                                 already happened and if we kept some
                                                 kind of record, then we’ve got the data
                                                 we need.
                                                 This is driving in the rear view mirror.
                                                 That’s easy. How about forecasting
                                                 what’s going to happen in the future.
                                                 Of course the future has uncertainties,
                                                 but these are handled in another
                                                 session – project risk management.
                                                 But with the measures we’ve installed
                                                 in the IMS, we can forecast compliance
                                                 with the upper and lower limits and
                                                 use that information to adjust the cost,
                                                 schedule, and technical activities
                                                 needed to stay GREEN.
                                                 This approach turns the management
                                                 of the schedule from recoding data to
                                                 developing forecasts of future
                                                 performance.
                                                 This performance analysis is a weekly
                                                 process in most domains. In the
                                                 government domain a monthly report
                                                 of past performance and future
                                                 performance is submitted.
                                                 This is a good time to introduce the
                                                 concept of
                                                 How long are you willing to wait before
                                                 you find out you are late?
Glen B. Alleman, PMI Mile High Symposium, 2012                                              31/38
Time: 00 :00
Total: 00:00
                                                 In the end our schedule must be the
                                                 guide to the success of the project. It
                                                 has to be a narrative of all the actions
                                                 that answer those 6 trusted friends of a
                                                 successful project.
                                                 1. Who
                                                 2. What
                                                 3. When
                                                 4. Where
                                                 5. How
                                                 6. Why




Glen B. Alleman, PMI Mile High Symposium, 2012                                              32/38
Time: 00 :00
Total: 00:00
                                                 Here is the conclusion of todays talk.
                                                 There are 8 steps to building a credible
                                                 schedule
                                                 1. Have a credible Work Breakdown
                                                     Structure. This means all the outcomes
                                                     of the project are in the WBS. What’s
                                                     not in the WBS is the functional
                                                     organizations (like QA, development,
                                                     support), the functions (like design,
                                                     code, test). Only things are shipped to
                                                     the customer.
                                                 2. The Project Events or Milestones. The
                                                     places in the plan that a capability is
                                                     produced or an assessment of
                                                     progress in terms meaningful to the
                                                     customer take place.
                                                 3. The Significant Accomplishments
                                                     needed to meet the success criteria of
                                                     the Events. Define what needs to be
                                                     done to provide a capability that can
                                                     be put to use by the customer.
                                                 4. The Accomplishment Criteria are the
                                                     exit criteria of the Work Packages that
                                                     contain the Tasks. State this criteria in
                                                     measures of physical percent
                                                     complete against the Technical
                                                     Performance Measures, the Measures
                                                     of Effectiveness, and Measures of
                                                     Performance.
                                                 5. The Work Packages say their name.
                                                     They are Packages of Work that
                                                     produce a single outcome.
                                                 6. Determine the interdependencies
                                                     between these Work Packages to
                                                     minimize cost and schedule, maximize
                                                     produced value, reduce programmatic
                                                     and technical risk, and provide
                                                     visibility to the decision makers.
                                                 7. Resource load the Work Packages,
                                                     assign all costs, and define risk
                                                     handling strategies
                                                 8. Update the schedule in the presence
                                                     of risk, uncertainty, and past
                                                     performance.
Glen B. Alleman, PMI Mile High Symposium, 2012                                                   33/38
Time: 00 :00
Total: 00:00
                                                 So how much effort do we need to put
                                                 into building the Perfect Schedule?
                                                 The answer is how well do you need to
                                                 manage the project in the presence of
                                                 uncertainty?
                                                 This isn’t much help, but it starts the
                                                 conversation around what is good
                                                 enough.
                                                 The answer to that is what do you
                                                 need to keep control of the project over
                                                 some planning horizon?
                                                 The Perfect Schedule provides a
                                                 management process for the
                                                 immediate set of activities and at the
                                                 same time provides boundaries for
                                                 managing work in the future.
                                                 This is the Rolling Wave paradigm.
                                                 Definitive plans for the current Rolling
                                                 Wave. Planning Packages for future
                                                 work.
                                                 We don’t have enough time here today
                                                 to dive into this structure, but this is
                                                 the way large complex projects work.
                                                 It has some properties of agile and all
                                                 the properties of an end–to–end
                                                 schedule with a critical path, definitive
                                                 outcomes, and all the attributes we
                                                 seen today.
                                                 You can have your cake and eat it too.
                                                 Short term fine grained management,
                                                 longer range planning and adaptation
                                                 to the outcomes from the short term.
Glen B. Alleman, PMI Mile High Symposium, 2012                                               34/38
Time: 00 :00
Total: 00:00
                                                 When you start developing a schedule,
                                                 5 critical elements of a successful
                                                 project must be in place.
                                                 In the absence of any one of these 5
                                                 areas, the schedule itself will be
                                                 suspect. It will not be credible.
                                                 These 5 principles are immutable and
                                                 deserve repeating
                                                 1. Do you know what DONE looks
                                                     like?
                                                 2. Do you know how to get there –
                                                     this is the schedule?
                                                 3. Do you have enough resources to
                                                     get there – you need – must have
                                                     actually – a resource loaded
                                                     schedule?
                                                 4. Do you know what impediments
                                                     will be encounter along the way?
                                                 5. Are you measuring progress as
                                                     physical percent complete against
                                                     planned expenditures.




Glen B. Alleman, PMI Mile High Symposium, 2012                                           35/38
Time: 00 :00
Total: 00:00
                                                 Here is a short list of materials needed
                                                 for building a schedule. Much of
                                                 material here is guided by external
                                                 sources that may or not actually
                                                 manage projects and programs.
                                                 The challenge here is to separate this
                                                 guidance from the actual practices of
                                                 building and executing schedules.
                                                 The first document, the PASEG,
                                                 http://bit.ly/lBXKGN is the best starting
                                                 point, since it was built by people who
                                                 actually develop and manage
                                                 Integrated Master Schedules.




Glen B. Alleman, PMI Mile High Symposium, 2012                                               36/38
Time: 00 :00
Total: 00:00
                                                 So we’ve arrived at the end of our
                                                 short time here. What did we learn?
                                                 There are 5 irreducible principles of
                                                 project management, no matter the
                                                 project domain and context.
                                                 We need to confirm are project is
                                                 applying these principles, and look for
                                                 the evidence in the form of practices
                                                 for each principle.
                                                 Hopefully I’ve conveyed the notion
                                                 that project management not the
                                                 same as product development.
                                                 Both are needed, some times more
                                                 than the other depending on the
                                                 context and the domain.
                                                 If I’m building a web site I approach
                                                 the project management and
                                                 development method differently than
                                                 if I’m build the terminal guidance
                                                 control software for an autonomous
                                                 Mars Lander




Glen B. Alleman, PMI Mile High Symposium, 2012                                             37/38
Time: 00 :00
Total: 00:00
                                                 If you’ll leave me your card, I’ll send
                                                 the reading list for this presentation as
                                                 well as a PDF of the slides with the
                                                 narrative of my talk, so you can hear it
                                                 again in writing.
                                                 OK, let’s start with questions.




Glen B. Alleman, PMI Mile High Symposium, 2012                                               38/38

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Building the perfect schedule (v5)(notes)

  • 1. Time: 00 :22 Total: 00:00 Thank you for coming today to hear about scheduling. It’s common to think that scheduling is a simple process. Get a scheduling tool, enter the tasks, durations, links, and print out the schedule. We’ll find out today that there is more to this than data entry. The key to the Perfect Schedule is the define what done looks like for the artifact. The key of course for any project, effort, and endeavor is the define what Done looks like before we start. 1
  • 2. Time: 00 :18 Total: 00:00 Before we venture into developing the Perfect Schedule, we need to test some attributes of our organization and individuals in that organization. Are we committed – or are we just putting a check in the box when someone asks do you have a schedule? Do we have the capability to produce a good schedule – have we seen good schedules? Do we know the attributes of a good schedule? Do we have the capacity to do this work? Is there enough time and resources to produce the schedule for the project? Do we intend to do it right – when we run into trouble can we persevere to the end? Do we posses the core abilities to make this happen? It is hoped that end of this session you’ll have positive answers to all these questions and be on you way to building the perfect schedule. Glen B. Alleman, PMI Mile High Symposium, 2012 2/38
  • 3. Time: 00 :00 Total: 00:00 Here’s a real schedule from a book on the history of flying to the moon. It’s simple, its to the point, and it’s close to what really happened in the Apollo program. We’ll want our perfect schedule to look like this in principle. In practice of course there are more moving parts. But this is the notional approach that tells everyone what done looks like, how we’re going to get there. Glen B. Alleman, PMI Mile High Symposium, 2012 3/38
  • 4. Time: 00 :00 Total: 00:00 The perfect schedule has some attributes we need to understand before we start. 1. The schedule tells us what DONE looks like in units of measures meaningful to the decision makers. This phrase units of measure meaningful to the decision makers will be at the heart of everything we do today. 2. The schedule shows us what work needs to be done to produce the outcomes needed for the project to be successful. Actually it shows us the work that needs to be done that increases the probability of success for the project – since all project work is probabilistic. 3. The schedule shows us what resources are needed to do that work. 4. The schedule must show us what are the impediments to performing that work. What are the risks to the project’s success. 5. And finally the schedule shows us how we are measuring the tangible evidence of progress to our plan. This evidence and these measures are usually not part of the traditional approach to scheduling. In that traditional approach, work is planned left to right, resources assigned – you do have a resource loaded schedule right?. And then that work is executed. What we’re going to learn today is that another paradigm is needed in order to increase the probability of success. This paradigm is called the Integrated Master Plan or IMP. The IMP is used – and many times mandated in large defense and NASA programs. But it is also found in Enterprise IT programs. Project like ERP. Glen B. Alleman, PMI Mile High Symposium, 2012 4/38
  • 5. Time: 00 :00 Total: 00:00 Our first step here is to separate a Plan from a Schedule. The PLAN is a procedure used to achieve an objective. It is a set of intended actions, through which one expects to achieve a goal. The SCHEDULE is the sequence of these intended actions, needed to implement the PLAN. But we don’t what to mix the PLAN with the SCHEDULE. The PLAN is the strategy for the successful completion of the project. In the strategic planning domain, a PLAN is a hypothesis that needs to be tested along the way to confirm we’re we headed. The SCHEDULE is the order of the work to execute the PLAN. We need both. PLANS without SCHEDULES are not executable. SCHEDULES without PLANS have no stated mission, vision, or description of success other than the execution of the work. PLANS without SCHEDULES may be useful, but are not executable. Glen B. Alleman, PMI Mile High Symposium, 2012 5/38
  • 6. Time: 00 :00 Total: 00:00 There are many ways to remember what is needed in a good schedule and the plan that guides the development of the schedule. Here’s a simple one. Rudyard Kipling's poem The Elephants Child contains a list that he used as a reporter. This list is the basis of our test for a good schedule. These six trusted friends should be obvious in any schedule to build or look at: 1. Who is doing the work is in the resource pool and the assignment of those resources to the work. 2. What are the outcomes or deliverables from the work. These deliverables are tangible evidence that the work has accomplished what it was planned to do. This evidence is meaningful to the consumers of the project. 3. When does this work take place is shown in the sequence of work packages in the schedule. Work Packages are much better that Tasks. Work Packages result in outcomes that say their name. They are Packages of Work. Tasks simply show the consumption of time and resources. 4. Where the work is being performed can be used for locality, functional departments, or similar information. 5. Why must be answered through a description of the needed capabilities for the project to fulfill its mission. There must be a reason for every requirement, every action, every expense. 6. How the work is performed must be described in the narrative associated with the Work Packages and the Work Breakdown Structure. Glen B. Alleman, PMI Mile High Symposium, 2012 6/38
  • 7. Time: 00 :00 Total: 00:00 Like all successful approaches to solving problems, we first need to focus on the critical few. The same number – in this case 3 – items that must be addressed first. These are Who – the resources. What – the outcomes. When – the sequence of the Work Packages. The primary reason for thinking in work packages is they say their name – they are a package of work. This package of work produces one and hopefully only one outcome. This outcome is complete, done, finished, to the specifications developed during the planning of the project. Planning by the way is not the same as scheduling, but that is another class. These packages of work contain tasks, but we’re not actually interested in the tasks at this point. What tasks are in the package of work, how they are arranged is the responsibility of the Work Package Manager. That will be addressed later. What we’re interested in now is what outcomes are needed to produce the solution for the project. In what order are those packages of work performed. These packages of work are binary – they are done or they are not done. Partially done work packages on the day you planned to be done means you’re late and probability over budget. Work Packages are a way of asking what have you done for me lately. Not how hard are you trying, how much commitment are you making, none of those things. You’re either done or you’re not. The tasks in the Work Package are measured in the same way 0% or 100%. You did it or you didn’t. so the development of the perfect schedule starts by thinking in these black and white units of measure Glen B. Alleman, PMI Mile High Symposium, 2012 7/38
  • 8. Time: 00 :00 Total: 00:00 What are we building is described in the schedule, but not in the way you think. The answer to What is described in the Significant Accomplishments and the Accomplishment Criteria – or Exit Criteria – for the Work Packages. What is represented by tangible evidence of DONE. Something visible, something you can bring to the table to show other people, some form of measureable outcome. What is never the passage of time or the consumption of resources. What is always a thing. What is always spoken about in the past tense. Things like Oracle Database Initialization Complete. Mechanical Test Fixture Installed. Concrete core testing compliant with specifications. This Plan is common in the Agile development world. It is also common in the federal government, where it is called the Integrated Master Plan. Glen B. Alleman, PMI Mile High Symposium, 2012 8/38
  • 9. Time: 00 :00 Total: 00:00 With the Plan, saying what outcomes will be produced by the project, the units of measure of DONE for these outcomes, we now need to put the Work Packages in the proper order to cause these outcomes to appear. This is the role of the schedule. This is the primary role of the schedule. This is the only role of the schedule. All the other heavy lifting for the project in done in the Integrated Master Plan and the resource loaded Work Packages. With the sequenced Work Packages we can now see the resource demands on the available resources. This is called resource profiling. When the profile doesn’t work out, we can re–arrange the Work Packages. But we should not be changing how the Work Packages work inside. If we do, we’ll be continuously chasing our shadow trying to optimize the tasks inside the Work Package, when in fact the Work Packages should be seen as the lowest level of planning in the project. They are the Packages of Work needed to successfully complete the project. This is a critical concept and will need some soak time. Plan at the Accomplishment and Criteria level, Schedule at the Work Package level. We’ll see some more detail in a bit on how to think like this. Glen B. Alleman, PMI Mile High Symposium, 2012 9/38
  • 10. Time: 00 :00 Total: 00:00 Let’s start with Who. This is arbitrary of course. We could have started with What or When. But any credible schedule is resource loaded. First, resource loading a schedule is tricky business. The most important thing to start is to NOT let the scheduling tool do the resource loading. Notice I didn’t say resource leveling. Don’t let the scheduling tool do that either. Why you ask? Because if the tool does the work for you, you won’t know why it did what it did. You won’t be the Master Scheduler. You won’t understand how you got the resource spreads that were created for you by the tool. This sounds illogical, but it’s one of those master scheduler pieces of advise that should be followed because that’s what Master Schedulers have come to understand. Now we can use named resources – not my favorite – or we can use resource categories. Let’s start with resource categories. Glen B. Alleman, PMI Mile High Symposium, 2012 10/38
  • 11. Time: 00 :00 Total: 00:00 OK, let’s get started on an example But one reminder. Plans and Schedules are needed. The Plan tells us what DONE looks like, how we are going to recognize DONE, what units of measure we’re going to use to recognize DONE. The Schedule tells us the work we need to do to produce the outcomes that are the basis of DONE. The Schedule tells us the order of this work, the resources assigned to the “packages of work,” and how we are going to measure physical percent complete for these work efforts. Glen B. Alleman, PMI Mile High Symposium, 2012 11/38
  • 12. Time: 00 :00 Total: 00:00 But before that, one more thing. Every project, every plan, every schedule must be capable of dealing with change. Managing change is a fools errand. Managing in the presence of change is the role of a project manager and the development team. Change is simply part of all project work. How we manage in the presence of change is the test of our schedule and our plan. The plan and the schedule must be robust in the presence of change. It must be capable of responding to change in ways the maintain the value produced to date and the value sought in the future. This of course sounds a lot like Agile, but that is yet another topic. Glen B. Alleman, PMI Mile High Symposium, 2012 12/38
  • 13. Time: 00 :00 Total: 00:00 One more visit to what our Plan tells us, before we start to talk about scheduling. The Plan tells us where we are going. • What is being delivered – what does Done look like. • What work needs to be completed to move forward toward Done • What the order of that work is. • The resources needed to perform that work. The work in the Packages of Work. • And a new concept – what is the budget for that work. This is worth repeating – we must have a plan before we start scheduling. With a plan, the schedule is just a list of work activities. We don’t have a definitive description of what done looks like, how we would measure done, what are the impediments to getting to done. The schedule is critical to the success of the project. The Plan is critical to the success of the schedule. Both are needed. But if you’re going to start somewhere, start with the Plan Glen B. Alleman, PMI Mile High Symposium, 2012 13/38
  • 14. Time: 00 :00 Total: 00:00 This is the first mention of something that has a number associated with it. The Budget has numbers of currency. Money. For our perfect schedule to actually be perfect we’re going to have to start thinking in numbers. Numbers measure performance. How fast are we driving? How much weight have we lost? How much did I pay for that Vente Latte? Numbers are the lubricant of project management. Numbers are better than opinion. Numbers speak about probabilities of success. Glen B. Alleman, PMI Mile High Symposium, 2012 14/38
  • 15. Time: 00 :00 Total: 00:00 So what kinds of numbers? • Measures of Effectiveness (MoE) are the operational measures of success that are closely related to the achievements of the mission or operational objectives evaluated in the operational environment, under a specific set of conditions. These measures are stated in units meaningful to the buyer, Focus on capabilities independent of any technical implementation, and are connected to the mission success. MoE’s Belong to the End User. • Measures of Performance (MoP) characterize physical or functional attributes relating to the system operation, measured or estimated under specific conditions. Measures of Performance are attributes that assure the system has the capability to perform, assessment of the system to assure it meets design requirements to satisfy the MoE. • Cost is derived from the schedule. It’s not cost and schedule, it’s schedule and cost. A resource loaded schedule is the baseline source of the cost. If these are disconnected, then the credibility of the project is also disconnected. • Technical Performance Measures are attributes that determine how well a system or system element is satisfying or expected to satisfy a technical requirement or goal. Technical Performance Measures assess design progress, define compliance to performance requirements, identify technical risk, are limited to critical thresholds, include projected performance. Glen B. Alleman, PMI Mile High Symposium, 2012 15/38
  • 16. Time: 00 :00 Total: 00:00 Let’s remind ourselves the difference between a Plan and a Schedule. The Plan tells us where we are going – what Done looks like. The schedule tells us how we are going to get there. What work activities are needed along the way to done, what resources do we need, what risks are we going to encounter that need to be handled and most importantly how are we going to measure progress to Plan using the schedule and the units that define Glen B. Alleman, PMI Mile High Symposium, 2012 16/38
  • 17. Time: 00 :00 Total: 00:00 The critical understanding here is that all the activities in the schedule are probabilistic processes. All the numbers, duration, cost, technical performance are random numbers drawn from a probability density function – a probability distribution. If we don’t acknowledge this, we’ll be disappointed in ways we may not understand. We’ll be surprised when we are late and over budget. We’ll be surprised when the project starts to fail and we didn’t see it coming. We’ve all seen this, we’ve probably been on projects that behaved this way. We may have even been the Project Manager for a project like that. So we’re half way through our talk today and it’s time to start looking forward. Glen B. Alleman, PMI Mile High Symposium, 2012 17/38
  • 18. Time: 00 :00 Total: 00:00 Ok, enough theory let’s go build something. This thing looks interesting. But you can visualize anything that works for you. I personally like things that are shiny and make lots of noise. Software things are difficult and if you’re in the software business, this approach to building the perfect schedule is even more important. For this approach to work, we must identify tangible evidence of progress to plan. In the turbo–compressor picture here that’s easy. In an ERP system not so much. Which is why is critically important in the ERP system to have similar tangible evidence of progress to plan. Otherwise we can’t answer the questions we’re going to ask about progress to plan. In the absence of tangible evidence, the only thing let is soft, fuzzy, opinions. And we all have experience of where that will take us. Not a good place. This is a core failure mode for IT projects. Without tangible evidence of progress to plan, IT projects drift into measures progress by the passage of time and consumption of resources. Glen B. Alleman, PMI Mile High Symposium, 2012 18/38
  • 19. Time: 00 :00 Total: 00:00 When we hear the word WBS we usually wince. It’s one of those boring, arcane terms that are applied to formal project processes. We don’t need no stink’in WBS. Well the WBS is one of those critical success factors for any project. It’s the description of what DONE looks like. It’s the framework for the packages of work contained in the schedule. Glen B. Alleman, PMI Mile High Symposium, 2012 19/38
  • 20. Time: 00 :00 Total: 00:00 At this point in the session, I’m going to let you in on a secret. There are materials out there that well guide you on how to build not only the perfect schedule, but a perfect WBS, the perfect Earned Value Management Baseline and most of everything else you need for project success. I apologize for taking so long to get to this point. But if I told you this in the first slide, you would not have stayed for the punch line. That punch line is there is nothing new under the sun. This information has been around for along time. It’s been updated, but it’s still the same core principles. What we’re here for today is to see how to connect the dots between all this guidance. But please go to the web of download these documents. If you’re PMI member you can get you personal copy. If you’re not a PMI member, this is one reason to join. These documents are: • The MIL–STD–881C Work Breakdown Structure Standard. • The PMI Practice Guide for building a WBS which does a good job except when it falls in the functional decomposition of the project. This approach is not allowed in the 881C guide. • The PMI Risk Management Practice Guide. • The PMI Earned Value Management Practice Guide. • All of these should be on your desk. Dog eared, marked up, and with sticky notes. Glen B. Alleman, PMI Mile High Symposium, 2012 20/38
  • 21. Time: 00 :00 Total: 00:00 This is a picture of a Plan for the project. This is a real project. It is a health insurance claims processing system integration. It shows what capabilities we would like to have, the order of those capabilities, the preconditions for each capability, and the outcomes of each capability when it is available. This is the Integrated Master Plan. It is NOT the Integrated Master Schedule. But having this Plan is critical to developing the Integrated Master Schedule. If you look back to the early slides in this session you’ll see similar charts. People standing in front of a board of sticky notes were doing the same thing. The process lays out the “value flow” for the project. This is the mythical “value” spoken about in many Agile development processes. We can monetize the presence of a capability and assign that monetary value to a section of the business case. With this “value flow” we can identify the needed capabilities, the technical and operational requirements that must be in place to enable these capabilities and finally the “packages of work” needed to produce the solutions that meet those requirements. Glen B. Alleman, PMI Mile High Symposium, 2012 21/38
  • 22. Time: 00 :00 Total: 00:00 We’ve talked about the Plan and we talked about the Schedule. Here’s the topology of how to put them together. Why is this a perfect topology? Because it shows what is being delivered, what are the accomplishments needed to complete the delivery, and what are the criteria for each of these accomplishments. Only then can we start to construct the schedule needed to complete those accomplishments according to the criteria. If we start with the schedule, we’ll not have the units of measure needed to show what DONE looks like. We’ll have a list of the work. But not a description of DONE. With our Plan, the only way to measure progress is by the passage of time and the consumption of resources. What we want is a set of measures that show how the product or service is increasing in its maturity in units of measure meaningful to the decision makers. Glen B. Alleman, PMI Mile High Symposium, 2012 22/38
  • 23. Time: 00 :00 Total: 00:00 Using the topology from the previous slide, we can now see what the Plan looks like. The Data in Marts for ERP Ready is a capability needed by the business. This capability can be put to work. The business case can monetize this capability and we can connect our development efforts with the production of this monetized value. In order to arrive at this capability, we need several Significant Accomplishments:  Billing is complete.  Internal process complete.  Data store look up complete.  Data marts complete.  Portals and others complete. Each of these Significant Accomplishments has a set of Work Packages (not shown here) that must be completed. The Exit Criteria of these Work Packages is called the Accomplishment Criteria. The Accomplishment Criteria, Significant Accomplishments, and the Milestones or Events that release the Capability are the Integrated Master Plan (IMP). The Work Packages and their internal Tasks, when placed in the right sequence are the Integrated Master Schedule. If we look back at the topology of the IMP and IMS, we now have the language needed to describe:  What DONE looks like?  How to get to DONE?  What resources we need on the way to DONE?  The impediments along the way?  The measures of progress to plan? We’ll have answered the 5 immutable questions in a single integrated document – the Integrated Master Plan / Integrated Master Schedule. Glen B. Alleman, PMI Mile High Symposium, 2012 23/38
  • 24. Time: 00 :00 Total: 00:00 Let’s have a process check. We’ve looked at several components of the perfect schedule.  We need a description of what we’re going to build. The Work Breakdown Structure tells us that. The WBS is not really about the work that is broken down. It’s about the products and services produced by the project. This is described in MIL–STD–881C.  The packages of work that implement these products and services are derived from WBS. This is straight forward. At the terminal nodes of the WBS a Work Package is where the tasks exists that produce the outcomes.  These outcomes are defined with their associated Technical Performance Measures. These measures assess the increasing maturity of an outcome, the completeness of an outcome, or some other measure of Physical Percent Complete. These measures confirm that requirements are being met, capabilities are being provided, the Measures of Effectiveness are being fulfilled.  The last activity is the put these Work Packages in the proper sequence to optimize the assignment of resources and most importantly optimize the production of value in an increasing quantity to match the planned business case. Glen B. Alleman, PMI Mile High Symposium, 2012 24/38
  • 25. Time: 00 :00 Total: 00:00 Here’s the first look at connecting the dots for the perfect schedule. We’ll assume we have identified the needed capabilities, derived the requirements – all requirements are derived requirements by the way – and these requirements mapped to the Work Breakdown Structure terminal nodes and onto Work Packages. This WBS to Work Packages mapping starts in the upper left here. One Work Package for one outcome in the WBS. This is a critical success factor. If we have more than one outcome for each Work Package, we’ll have mixed apples and oranges when it comes to measuring Physical Percent Complete of the Work Package. With the Work Package, we can now define the work activities – the tasks – inside the Work Package that actually do the work. Here’s where we need to pay attention. Those tasks inside the Work Package are usually not on baseline. That is the schedule of the tasks is the responsibility of the Work Package Manager. The reason is that the sequence of Work Packages is what drives the perfect schedule. The Work Package Manager looks after resource assignments inside the Work Package, the order of the work inside the Work Package, and reporting the progress to plan inside the Work Package. Here’s the next piece requiring attention. The measure of progress for the tasks in the Work Package is measured as 0% or 100%. This may be new to many here today. But this is basis of the Earned Value Management guidance in most ANSI–748B System Descriptions. The details of the motivation are beyond this short time period, but here’s the best reason. 0%/100% is simple to measure – either you’re done or you’re not. Not opinion, not rationalization of the work effort. You finished the work in the task or you didn’t Glen B. Alleman, PMI Mile High Symposium, 2012 25/38
  • 26. Time: 00 :00 Total: 00:00 Increasing Maturity is probably a new term. In the diagram a few pages ago, was a value flow chart. Incremental pieces of the project’s outcomes were sequenced through the Integrated Master Plan. These pieces are arranged in an order that marched the available resources, the planned value creation. These words speak to the increasing maturity of the projects outcomes. This maturity has two measures:  Measures of Effectiveness – does the project provide the needed capabilities?  Measures of Performance – does the project meet the technical and operational requirements? The notion here is that every Work Package produces a single Outcome. This outcome has Technical Performance Measures. The Technical Performance Measure is an attribute that determines how well a system or system element is satisfying or expected to satisfy a technical requirement or goal. Technical Performance Measures, assesses design progress, Defines compliance to performance requirements, identifies technical risk, and is limited to critical thresholds. Glen B. Alleman, PMI Mile High Symposium, 2012 26/38
  • 27. Time: 00 :00 Total: 00:00 So now we’re back to the numbers. The measures of effectiveness, measures of performance, technical performance measures, and the Earned Value numbers are all installed in the Integrated Master Schedule. These numbers are the raw material for calculating the Probability of Project Success (PoPS). This probability uses past performance to forecast future performance. Measures of Effectiveness are defined by the customer Measures of Performance are responses to the Measures of Effectiveness in terms of project solutions. Technical Performance Measures are the attributes of the project solutions that must be met to be accepted by the customer. Glen B. Alleman, PMI Mile High Symposium, 2012 27/38
  • 28. Time: 00 :00 Total: 00:00 When we say tangible evidence of progress to plan, we mean something that can be measured, demonstrated, assessed. This of course is the foundation of agile software development. It is also the foundation of Systems Engineering and the US DoD Integrated Master Plan paradigm. This is not unique to agile. Working products is the basis of any successful project. So our perfect schedule must show how we are going to produce something that works at periods sufficiently fie grained to measure physical percent complete. This brings us back to the core question – How long are you willing to wait before you find out you are late? The production of a tangible, measurable outcome should be shorter than that time period. If you find this out too late, you have lost the opportunity to take corrective action. When you find out you are late, there is no way to not be late. And since you are late and didn’t know it, you are probably also over budget. When this happens you’re probably also not providing the planned technical performance. So now you are late, over budget, and the thing you are building doesn’t work. Not a good place to be if you are the project manager. 28/38
  • 29. Time: 00 :00 Total: 00:00 These measures are related in the following way. Each needs to be present in the perfect schedule. Without these, it is difficult to assess the performance of the project in any way meaningful to the decision makers. All we can then do is measure cost and schedule adherence. Which is important but does not speak to the value of the products or services produced by the project. This approach is guided by the Integrated Master Plan / Integrated Master Schedule. When these measures are assigned to the Work Packages, Accomplishment Criteria, Significant Accomplishments, and the Milestones or Events, we then have a language to speak about the performance of the project. Glen B. Alleman, PMI Mile High Symposium, 2012 29/38
  • 30. Time: 00 :00 Total: 00:00 If we don’t have these measures we’re not going to be able to call our schedule perfect. We won’t be able to know much other than we’re over budget and behind schedule. But that information isn’t very useful for staying on schedule and on budget. It’s also not very useful for determining if the products or services produced by the project are of any value to the customer. We must have the schedule speak to these directly.  Are we meeting the measures of effectiveness for the customer?  Are we producing products and services that are technically and operationally compliant with these measures of effectiveness?  Are we keeping inside the technical performance bands of the developed products?  Are we utilizing our resources at a rate that will allow the project to complete on time and on budget – this is the capacity for work measure that is the other side of the productivity measures. Glen B. Alleman, PMI Mile High Symposium, 2012 30/38
  • 31. Time: 00 :00 Total: 00:00 This is the final goal of the perfect schedule. We have a near perfect understanding of what happened in the past. It’s already happened and if we kept some kind of record, then we’ve got the data we need. This is driving in the rear view mirror. That’s easy. How about forecasting what’s going to happen in the future. Of course the future has uncertainties, but these are handled in another session – project risk management. But with the measures we’ve installed in the IMS, we can forecast compliance with the upper and lower limits and use that information to adjust the cost, schedule, and technical activities needed to stay GREEN. This approach turns the management of the schedule from recoding data to developing forecasts of future performance. This performance analysis is a weekly process in most domains. In the government domain a monthly report of past performance and future performance is submitted. This is a good time to introduce the concept of How long are you willing to wait before you find out you are late? Glen B. Alleman, PMI Mile High Symposium, 2012 31/38
  • 32. Time: 00 :00 Total: 00:00 In the end our schedule must be the guide to the success of the project. It has to be a narrative of all the actions that answer those 6 trusted friends of a successful project. 1. Who 2. What 3. When 4. Where 5. How 6. Why Glen B. Alleman, PMI Mile High Symposium, 2012 32/38
  • 33. Time: 00 :00 Total: 00:00 Here is the conclusion of todays talk. There are 8 steps to building a credible schedule 1. Have a credible Work Breakdown Structure. This means all the outcomes of the project are in the WBS. What’s not in the WBS is the functional organizations (like QA, development, support), the functions (like design, code, test). Only things are shipped to the customer. 2. The Project Events or Milestones. The places in the plan that a capability is produced or an assessment of progress in terms meaningful to the customer take place. 3. The Significant Accomplishments needed to meet the success criteria of the Events. Define what needs to be done to provide a capability that can be put to use by the customer. 4. The Accomplishment Criteria are the exit criteria of the Work Packages that contain the Tasks. State this criteria in measures of physical percent complete against the Technical Performance Measures, the Measures of Effectiveness, and Measures of Performance. 5. The Work Packages say their name. They are Packages of Work that produce a single outcome. 6. Determine the interdependencies between these Work Packages to minimize cost and schedule, maximize produced value, reduce programmatic and technical risk, and provide visibility to the decision makers. 7. Resource load the Work Packages, assign all costs, and define risk handling strategies 8. Update the schedule in the presence of risk, uncertainty, and past performance. Glen B. Alleman, PMI Mile High Symposium, 2012 33/38
  • 34. Time: 00 :00 Total: 00:00 So how much effort do we need to put into building the Perfect Schedule? The answer is how well do you need to manage the project in the presence of uncertainty? This isn’t much help, but it starts the conversation around what is good enough. The answer to that is what do you need to keep control of the project over some planning horizon? The Perfect Schedule provides a management process for the immediate set of activities and at the same time provides boundaries for managing work in the future. This is the Rolling Wave paradigm. Definitive plans for the current Rolling Wave. Planning Packages for future work. We don’t have enough time here today to dive into this structure, but this is the way large complex projects work. It has some properties of agile and all the properties of an end–to–end schedule with a critical path, definitive outcomes, and all the attributes we seen today. You can have your cake and eat it too. Short term fine grained management, longer range planning and adaptation to the outcomes from the short term. Glen B. Alleman, PMI Mile High Symposium, 2012 34/38
  • 35. Time: 00 :00 Total: 00:00 When you start developing a schedule, 5 critical elements of a successful project must be in place. In the absence of any one of these 5 areas, the schedule itself will be suspect. It will not be credible. These 5 principles are immutable and deserve repeating 1. Do you know what DONE looks like? 2. Do you know how to get there – this is the schedule? 3. Do you have enough resources to get there – you need – must have actually – a resource loaded schedule? 4. Do you know what impediments will be encounter along the way? 5. Are you measuring progress as physical percent complete against planned expenditures. Glen B. Alleman, PMI Mile High Symposium, 2012 35/38
  • 36. Time: 00 :00 Total: 00:00 Here is a short list of materials needed for building a schedule. Much of material here is guided by external sources that may or not actually manage projects and programs. The challenge here is to separate this guidance from the actual practices of building and executing schedules. The first document, the PASEG, http://bit.ly/lBXKGN is the best starting point, since it was built by people who actually develop and manage Integrated Master Schedules. Glen B. Alleman, PMI Mile High Symposium, 2012 36/38
  • 37. Time: 00 :00 Total: 00:00 So we’ve arrived at the end of our short time here. What did we learn? There are 5 irreducible principles of project management, no matter the project domain and context. We need to confirm are project is applying these principles, and look for the evidence in the form of practices for each principle. Hopefully I’ve conveyed the notion that project management not the same as product development. Both are needed, some times more than the other depending on the context and the domain. If I’m building a web site I approach the project management and development method differently than if I’m build the terminal guidance control software for an autonomous Mars Lander Glen B. Alleman, PMI Mile High Symposium, 2012 37/38
  • 38. Time: 00 :00 Total: 00:00 If you’ll leave me your card, I’ll send the reading list for this presentation as well as a PDF of the slides with the narrative of my talk, so you can hear it again in writing. OK, let’s start with questions. Glen B. Alleman, PMI Mile High Symposium, 2012 38/38