Planning is the most difficult process in project management. The framework described is called the Stepwise method to help to distinguish it from other methods.
Step 0: Select Project
Step 1: Identify project scope and objectives
Step 1.1 : Identify objectives and practical measures of the effectiveness in meeting those objectives
Step 1.2 : Establish a project authority
Step 1.3 : Stakeholder analysis - identify all stakeholders in the project and their interests.
Step 1.4 : Modify objectives in the light of stakeholder analysis.
Step 1.5 : Establish methods of communication with all parties.
Step 2 : Identify project infrastructure
Step 2.2 : Identify installation standard and procedures
Step 2.3 : Identify project team organization
Step 3 : Analyse project characteristics
Step 3.1 : Distinguish the project as either objectives- or product-driven.
Step 3.2 : Analyse other project characteristics
Step 3.3 : Identify high-level project risks
Step 3.4 : Take into account use requirements concerning implementation
Step 3.5 : Select development methodology and life-cycle approach
Step 3.6 : Review overall resource estimates
Step 4 : Identify project products and activities
Step 4.1 : Identify and describe project products
Step 4.2 : Document generic product flows
Step 4.3 : Recognize product instances
Step 4.4 : Produce ideal activity network
Step 4.5 : Modify the ideal to take into account need for stages and checkpoints
Step 5 : Estimate effort for each activity
Step 5.1 : Carry out bottom-up estimates
- distinguish carefully between effort and elapsed time
Step 5.2 : Revise plan to create ontrollable activities
- breakup very long activities into a series of smaller ones
- bundle up very short activities
Step 6 : Identify activity risks
Step 6.1 : Identify and quantify activity based risks
- damage if risk occurs
- likelihood if risk occuring
Step 6.2 : Plan risk reduction and contingency measures
- risk reduction : activity to stop risk occuring
- contingency : action if risk does occurs
Step 6.3 : Adjust overall plans and estimates to take account of risks
Step 7 : Allocate resources
Step 7.1 : Identify and allocate resources
Step 7.2 : Revise plans and estimates to take into account resource constraints
Step 8 : Review/ Publicize plans
Step 8.1 : Review quality aspects of the project plan
Step 8.2 : Documentr plans and obtain agreement
Step 9 and 10 : Execute plan. Lower levels of planning
Step 0: Select Project
Step 1: Identify project scope and objectives
Step 1.1 : Identify objectives and practical measures of the effectiveness in meeting those objectives
Step 1.2 : Establish a project authority
Step 1.3 : Stakeholder analysis - identify all stakeholders in the project and their interests.
Step 1.4 : Modify objectives in the light of stakeholder analysis.
Step 1.5 : Establish methods of communication with all parties.
Step 2 : Identify project infrastructure
Step 2.2 : Identify installation standard and procedures
Step 2.3 : Identify project team organization
Step 3 : Analyse project characteristics
Step 3.1 : Distinguish the project as either objectives- or product-driven.
Step 3.2 : Analyse other project characteristics
Step 3.3 : Identify high-level project risks
Step 3.4 : Take into account use requirements concerning implementation
Step 3.5 : Select development methodology and life-cycle approach
Step 3.6 : Review overall resource estimates
Step 4 : Identify project products and activities
Step 4.1 : Identify and describe project products
Step 4.2 : Document generic product flows
Step 4.3 : Recognize product instances
Step 4.4 : Produce ideal activity network
Step 4.5 : Modify the ideal to take into account need for stages and checkpoints
Step 5 : Estimate effort for each activity
Step 5.1 : Carry out bottom-up estimates
- distinguish carefully between effort and elapsed time
Step 5.2 : Revise plan to create ontrollable activities
- breakup very long activities into a series of smaller ones
- bundle up very short activities
Step 6 : Identify activity risks
Step 6.1 : Identify and quantify activity based risks
- damage if risk occurs
- likelihood if risk occuring
Step 6.2 : Plan risk reduction and contingency measures
- risk reduction : activity to stop risk occuring
- contingency : action if risk does occurs
Step 6.3 : Adjust overall plans and estimates to take account of risks
Step 7 : Allocate resources
Step 7.1 : Identify and allocate resources
Step 7.2 : Revise plans and estimates to take into account resource constraints
Step 8 : Review/ Publicize plans
Step 8.1 : Review quality aspects of the project plan
Step 8.2 : Documentr plans and obtain agreement
Step 9 and 10 : Execute plan. Lower levels of planning
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