The document presents a project planning logic focused on enhancing the quality of planning to improve project success rates and reduce failure rates. It emphasizes the importance of properly ordering and linking tasks in project management and introduces the concept of 'tollgating' as a method for measuring project progress. Various examples and tools are discussed to assist project managers in optimizing planning and execution.

1. 03-23-05April 2014
PROJECT PLANNING LOGIC(-al) viewPROJECT PLANNING LOGIC(-al) view
Presented by Jan Biets
Jan_biets@hotmail.com +32(0)477 32 90 11 Mechelen - Belgium
page 1 • view on planning

2. PMO – PMO as a ServicePMO – PMO as a Service April 2014 page 2 • View on PLANNING
• It is not the author’s intention to be aligned with whatever existing methodology,
nor framework;
• ‘projects’– in this presentation, ‘projects’ can mean projects, programme, or portfolio
ForewordForeword

3. PMO – PMO as a ServicePMO – PMO as a Service April 2014
Planning Logic : intention and purposesPlanning Logic : intention and purposes
page 3 • View on PLANNING
• What is the purpose:
– Increase success rate of -strategically- projects, by increasing / enhancing the
planning quality;
– Decrease failure rate of -strategically- projects, by optimising (improving) the
planning quality, optimising the elapsed time of project execution;
– Improve planning quality;
– Improve baseline information to take decision upon;
– Improve communication, by qualitative planning;

4. PMO – PMO as a ServicePMO – PMO as a Service April 2014
PLANNING – logic : optimising you planningPLANNING – logic : optimising you planning
page 4 • View on Reporting
•Planning might be a complex task for a project manager;
•Although, it is the a priori straigth forward logical listing and
consistency of the de-rolling of tasks, thus his task: managing the
project with all tasks, sub-tasks, leading to a result: project delivery;
How to order the tasks?
•Correct ordering the tasks (most of the time chronologically, or
logically) might be very helpful to manage the project;
•Knowing what tasks to be linked is important to optimise the project
planning;
•finding the tasks (and identifying the correct order) in the (MS Project
) planning might be difficult, confusing and need your upmost
concentration (line x is the predecessor of line y);
The LOGIC is a tool which assists the project manager in linking most
optimal the tasks;

5. PMO – PMO as a ServicePMO – PMO as a Service April 2014
PLANNING – logic : rules !PLANNING – logic : rules !
page 5 • View on Planning
Important to know (and apply):
•Never link summary tasks, to another / sub-sequent task
[ See presentation ]
•Always link tasks, status (deliverable), or milestones: measureable
facts;
•Could also be called ‘tollgate-ing’*
Tollgate:
Definition of tollgate: A measurable objective that is used to enable a prospective customer
to pass from one stage (e.g. task) to another (e.g. task) (according: Six Sigma )

6. PMO – PMO as a ServicePMO – PMO as a Service April 2014
PLANNING – logic : what is in for me, PM !PLANNING – logic : what is in for me, PM !
page 6 • View on Planning
Tollgate:
Definition of tollgate: A measurable objective that is used to enable a prospective customer
to pass from one stage (e.g. task) to another (e.g. task) (according: Six Sigma )
Advantages:
•Analysing, knowing, and understanding your project;
•Quality check of the planning (most favourable order to execute);
•Identifying / understanding the ‘shortest way’ to deliver the project
(identifying / understanding critical path);
•Optimising & reducing elapsed time by logically flow of tasks (and
milestones)
Dis-advantages:
•none

7. PMO – PMO as a ServicePMO – PMO as a Service April 2014
PLANNING – logic : basicsPLANNING – logic : basics
page 7 • View on Planning
‘typically ‘ “a project” starts with:
• signed contract,
• gathered ‘requirements’,
• “architectural design’ approved by appointed stakeholder(-s), and
• “functional design” approved by appointed stakeholder(-s);
After sign-off of the ‘functional design’ (milestone / deliverable) your
project is ready to set off!
E.g.proof of concept (PoC), bill of materials (BoM), operating system
(OS), hardware (HW),… can be started up, in parallel (simultaneously)
Important to know:
The steps (blue balls on the next slides) are always ‘finalised’ /
approved / formally accepted /or tollgated statuses
Note: the numbering is to increase the read-ability of your planning (WBS)

8. PMO – PMO as a ServicePMO – PMO as a Service April 2014 page 8 • View on PLANNING
PLANNING: example 1: 18 days elapsed timePLANNING: example 1: 18 days elapsed time

9. PMO – PMO as a ServicePMO – PMO as a Service April 2014
PLANNING – logic : example 1PLANNING – logic : example 1
page 9 • View on Planning
Abbreviations:
CPM – Critical Path Method
FQT – final qualification testing
FAT – factory acceptance test
POC – proof of concept
logic planning composition
Critical Path method (elapsed time)
Rationale:
•quality check of planning
Explanation:
•optimising or reducing elapsed time
by logically flow of milestones.

10. PMO – PMO as a ServicePMO – PMO as a Service April 2014 page 10 • View on PLANNING
PLANNING: example 1: 12 days elapsed timePLANNING: example 1: 12 days elapsed time
Optimising the planning by linking the correct tasks on a logical manner,
offers a gain of 33%. In this example duration 18 days to 12 days.

11. PMO – PMO as a ServicePMO – PMO as a Service April 2014
1
Requirements
approved
2
Architectural
Design
approved
3
HL Functional
Design
approved
4
system
detailed
design appr.
4
1
purchased
4
2
installed
4
3
tested
5
approach
&strategy
5
1
Scenario’s
5
2
Data
preparation
Architectural
6
Instruct&
inform
Test
People
Process
7
Updated
UC
7
1
validated
UC
7
2
approved
UC
6
1
Profiling&
organisation
6
2
OPS-training
System
8
installed
8
2
configured
5
3
Final tested
9
Acceptance (for factory
qualification testing)
1
0
Final
Acceptance
& production
31/jul
7
3
approved
Detailed
FD(R2)
‘Project’ As-built
file&documentation
Administration
6
2
SYS-training
8
1
drivers
Life Cycle
mgt
1
1
Life cycle
mgt
Abbreviations:
UC: use case

12. PMO – PMO as a ServicePMO – PMO as a Service April 2014
PLANNING – logic : example 3PLANNING – logic : example 3
page 12 • View on PLANNING

13. PMO – PMO as a ServicePMO – PMO as a Service April 2014
PLANNING – logic : example 4PLANNING – logic : example 4
page 13 • View on PLANNING

14. PMO – PMO as a ServicePMO – PMO as a Service April 2014
PLANNING – logic : example 5PLANNING – logic : example 5
page 14 • View on PLANNING
M
1
M
2
M
3
Requirements approved
Architecture design
approved
Functional design (FD)
approved
M
4
PCB: Detailed
design
approved
M
4
PCB:
prototype
approved
Ticketer
detail design
approved
M
4
Ticketer
prototype
approved
M
5
M
8
Drivers:detail
design
approved
M
9
Ticketer OS:
released
M
5
.
1M
5
.
2
M
5
Ticketer MOS
port approved
Ticketer MOS
port release
approved
Master device
prototype
approved
M
6
Master device
CE certified
Master device
housing detail
design
approved
M
4
Master device
housing
prototype
approved
M
4
Master device
business
application
detail design
approved
M
9
Master device
business
application
phase1
released
M
9
Master device
business
application
phase2
released
M
9
Master device
business
application
phase3
released
M
9
Master device
business
application
released FQT
M
9
Technical
frame
detailed
design
approved
M
8
Technical
frame
released
M
8
Master device
tooling
released
M
7.
1
Master device
BoM released
M
8
Master device
sw released
M
8
Master device
released for
production
M
8

15. PMO – PMO as a ServicePMO – PMO as a Service April 2014
Easy to modify according the nature of your project
page 15 • View on PLANNING
PLANNING – logic : and now youPLANNING – logic : and now you

16. PMO – PMO as a ServicePMO – PMO as a Service April 2014
Time is up.
Much more to talk about this interesting topic….
Questions ?
Linkedin Jan Biets - Jan_biets@hotmail.com - +32(0)477 329011
page 16 • View on Planning
? ?????? ? ?

17. PMO – PMO as a ServicePMO – PMO as a Service Juni 2012
Time is up. Much more to talk about this interesting topic….
Questions ?
Linkedin Jan Biets - Jan_biets@hotmail.com - +32(0)477 329011
page 17 • View on Reporting
? ?????? ? ?