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Project Planning Workbook

Planning and Executing Your Project

Creating the Plan for Your Project

Experiment:

Team Member’s Name
Activities Time Estimates
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Team Member’s Name
Weekly Activities Time Estimates
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Oral Presentation:

Team Member’s Name
Activities Time Estimates
__________________________________ ______________
__________________________________ ______________
__________________________________ ______________
__________________________________ ______________
__________________________________ ______________
Team Member’s Name
Weekly Activities Time Estimates
__________________________________ ______________
__________________________________ ______________
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__________________________________ ______________
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OBSTACLES

What are the most likely obstacles your team will face during the project? Examine your goals, resources planning, and activity lists and attempt to anticipate possible problems. List them here and think about how you will use this information.

MILESTONES

How will you determine when you are successful or have reached an important goal? Write your milestones here:

Action Plans or Project Management Schedule

(SAMPLES IN APPENDIX B )

Now you have everything you need to handle Schedule Development and Schedule Changes. An action plan is used to improve work or task process by allowing you to make informed decisions about task assignments and work methods. Coordinated and collaborative action plans are important, otherwise individuals can create conflict and dissatisfaction with other team members when trying to improve their personal working process. An action plan has the shared objectives of all the team members.

Use your activity lists, time estimates, and milestones to create the three action plans that are needed to run your team efficiently.

PROCEDURE

  1. You have Defined the Problem
  2. You have conducted the Literature Search
  3. You have developed Solution Options
  4. You have created a Mission Statement
  5. You have pictured the whole task process in the Scope Statement
  6. You have down the Work Breakdown Statement
  7. You have identified long and short term goals and sub goals of the team members.
  8. You have addressed your resource requirements (in knowledge, skills, materials, people, and equipment).
  9. You have created Activity Lists, which mean you have brainstormed a list of all major activities, input, outputs and decisions from the beginning to the end of the project
  10. You have sequenced the steps and described how you will decide who will do what part of each step. (Staying away from minute details)
  11. You have defined how long each part of the task should take each team member
  12. You have broken down your goals and sub goals into milestones. You should determine the boundaries of each milestone so that it is apparent when they have been reached
  13. Using the activity lists and action plan template find the steps for each milestone
  14. Compare and contrast the actual versus the ideal flow of process for each milestone, using the Activity List you created and
  15. Try to decide on the time it will take to complete the project
  16. Identify areas for improvement

    You have now provided a complete picture of the work process so team members can come to consensus about the action plan Templates:

    ACTION PLAN #1 Attach Activity Lists to each Plan

    Step One: Outline of Action Plan using the Project Management Model
    GOAL: Experiment
    Date due:
    Important Milestones for getting the Goal accomplished:
    Step Two: First Milestone
    Date Due:
    Person assigned to complete:
    # of hours needed to complete:
    # of Laboratory Sessions Needed:
    Tasks to accomplish the goal:
    Obstacles to goal:
    Strategies to use to Overcome Obstacles:
    Resources needed to do task:
    # of Meetings Needed:
    Support People Involved:
    Step Three: Second Milestone
    Date Due:
    Person assigned to complete:
    # of hours needed to complete:
    # of Laboratory Sessions Needed:
    Tasks to accomplish the goal:
    Obstacles to goal:
    Strategies to use to Overcome Obstacles:
    Resources needed to do task:
    # of Meetings Needed:
    Support People Involved:
    Step Four: Third Milestone
    Date Due:
    Person assigned to complete:
    # of hours needed to complete:
    # of Laboratory Sessions Needed:
    Tasks to accomplish the goal:
    Obstacles to goal:
    Strategies to use to Overcome Obstacles:
    Resources needed to do task:
    # of Meetings Needed:
    Support People Involved:
    Step Five: Fourth Milestone
    Date Due:
    Person assigned to complete:
    # of hours needed to complete:
    # of Laboratory Sessions Needed:
    Tasks to accomplish the goal:
    Obstacles to goal:
    Strategies to use to Overcome Obstacles:
    Resources needed to do task:
    # of Meetings Needed:
    Support People Involved:

    ACTION PLAN #2

    Step One: Outline of Action Plan using the Project Management Model
    GOAL: Proposal
    Date due:
    Important Milestones for getting the Goal accomplished:
    Step Two: First Milestone
    Date Due:
    Person assigned to complete:
    # of hours needed to complete:
    # of Laboratory Sessions Needed:
    Tasks to accomplish the goal:
    Obstacles to goal:
    Strategies to use to Overcome Obstacles:
    Resources needed to do task:
    # of Meetings Needed:
    Support People Involved:
    Step Three: Second Milestone
    Date Due:
    Person assigned to complete:
    # of hours needed to complete:
    # of Laboratory Sessions Needed:
    Tasks to accomplish the goal:
    Obstacles to goal:
    Strategies to use to Overcome Obstacles:
    Resources needed to do task:
    # of Meetings Needed:
    Support People Involved:
    Step Four: Third Milestone(why did they both come as one step?)
    Date Due:
    Person assigned to complete:
    # of hours needed to complete:
    # of Laboratory Sessions Needed:
    Tasks to accomplish the goal:
    Obstacles to goal:
    Strategies to use to Overcome Obstacles:
    Resources needed to do task:
    # of Meetings Needed:
    Support People Involved:
    Step Five: Fourth Milestone
    Date Due:
    Person assigned to complete:
    # of hours needed to complete:
    # of Laboratory Sessions Needed:
    Tasks to accomplish the goal:
    Obstacles to goal:
    Strategies to use to Overcome Obstacles:
    Resources needed to do task:
    # of Meetings Needed:
    Support People Involved:
    Step Six: Fifth Milestone
    Date Due:
    Person assigned to complete:
    # of hours needed to complete:
    # of Laboratory Sessions Needed:
    Tasks to accomplish the goal:
    Obstacles to goal:
    Strategies to use to Overcome Obstacles:
    Resources needed to do task:
    # of Meetings Needed:
    Support People Involved:

    ACTION PLAN #3

    Step One: Outline of Action Plan using the Project Management Model
    GOAL: TEAM ORAL PRESENTATION
    Date due:
    Important Milestones for getting the Goal accomplished:
    Step Two: First Milestone
    Date Due:
    Person assigned to complete:
    # of hours needed to complete:
    # of Laboratory Sessions Needed:
    Tasks to accomplish the goal:
    Obstacles to goal:
    Strategies to use to Overcome Obstacles:
    Resources needed to do task:
    # of Meetings Needed:
    Support People Involved:
    Step Three: Second Milestone
    Date Due:
    Person assigned to complete:
    # of hours needed to complete:
    # of Laboratory Sessions Needed:
    Tasks to accomplish the goal:
    Obstacles to goal:
    Strategies to use to Overcome Obstacles:
    Resources needed to do task:
    # of Meetings Needed:
    Support People Involved:
    Step Four: Third Milestone
    Date Due:
    Person assigned to complete:
    # of hours needed to complete:
    # of Laboratory Sessions Needed:
    Tasks to accomplish the goal:
    Obstacles to goal:
    Strategies to use to Overcome Obstacles:
    Resources needed to do task:
    # of Meetings Needed:
    Support People Involved:
    Step Five: Fourth Milestone
    Date Due:
    Person assigned to complete:
    # of hours needed to complete:
    # of Laboratory Sessions Needed:
    Tasks to accomplish the goal:
    Obstacles to goal:
    Strategies to use to Overcome Obstacles:
    Resources needed to do task:
    # of Meetings Needed:
    Support People Involved:
    Step Six: Fifth Milestone
    Date Due:
    Person assigned to complete:
    # of hours needed to complete:
    # of Laboratory Sessions Needed:
    Tasks to accomplish the goal:
    Obstacles to goal:
    Strategies to use to Overcome Obstacles:
    Resources needed to do task:
    # of Meetings Needed:
    Support People Involved:

    REFERENCES

    Aurelio, J. (1997). Lecture Notes.
    Benfari, R. C., (1995). Changing Your Management Style, New York: Lexington Books
    Boulding, Kenneth (1989), Nature of Power. Sage Publications Inc.
    Brake, T., & Walker, D., (1995). Doing Business Internationally The Workbook to Cross-Cultural Success. Princeton, NJ: Training Management Corporation.
    Dubrin, A. J. (1995). Leadership: Research Findings, Practice, and Skills. Boston, MA: Houghton Mifflin Company.
    Duncan, W. R., 1996. A Guide To The Project Management Body Of Knowledge, Upper Darby, PA: Project Management Institute.
    Hersey, P., & Blanchard, K. H. (1988). Management of Organizational Behavior: Utilizing Human Resources, 5th ed. Englewood Cliffs, N.J.: Prentice Hall.
    Kerzner, H., (1998). Project Management A Systems Approach to Planning, Scheduling, and Controlling, 6th ed. New York: John Wiley & Sons.
    Lock, Dennis, 1996. Project Management, New York: Wiley.
    Nadler, David A. and Tushman, Michael L., (1997) “Implementing New Designs: Managing Organizational Change,” Managing Strategic Innovation and Change, New York: Oxford University Press.
    Nahavandi, A. (1997). The Art and Science of Leadership. Upper Saddle River, NJ: Prentice Hall.
    Pfeffer, Jeffrey, (1997) “Understanding Power in Organizations,” Managing Strategic Innovation and Change, New York: Oxford University Press.
    Steers, R. M., & Black, J. S., (1994). Organizational Behavior, 5th ed. New York: HarperCollins College Publishers