PROJECT MANAGEMENT METHODOLOGY SECTION 3 -- PLANNING PHASE Section 3: Project Planning Table of Contents Introduction.............................................................................................................................3-1 Overview................................................................................................................................................................3-1 The Planning Process and the Project Plan ........................................................................................................3-1 Project Objectives and Scope...............................................................................................................................3-1 Work Breakdown Structure.................................................................................................................................3-1 Activity Definition and Sequencing .....................................................................................................................3-1 Resource Planning ................................................................................................................................................3-1 Project Schedule Development.............................................................................................................................3-1 Risk Planning ........................................................................................................................................................3-1 Procurement Planning..........................................................................................................................................3-1 Quality Planning ...................................................................................................................................................3-1 Communications Planning ...................................................................................................................................3-1 Change Management Planning............................................................................................................................3-1 Budget Planning....................................................................................................................................................3-2 Planning Throughout the Project ........................................................................................................................3-2 Project Planning Transition Checklist ................................................................................................................3-2 Information Technology Components for Project Planning .............................................................................3-2 Overview ..................................................................................................................................3-3 The Planning Phase...............................................................................................................................................3-3 The Intent of Project Planning.............................................................................................................................3-3 The Importance of Project Planning ...................................................................................................................3-3 Project Planning Roles and Responsibilities.......................................................................................................3-4 Terminology ..........................................................................................................................................................3-5 The Planning Process and the Project Plan ..........................................................................3-7 The Planning Process............................................................................................................................................3-7 Steps in the Planning Process...............................................................................................................................3-8 The Project Plan....................................................................................................................................................3-9 Critical Success Factors........................................................................................................................................3-10 Format of the Project Plan...................................................................................................................................3-10 Project Plan Review..............................................................................................................................................3-11 Project Plan Template ..........................................................................................................................................3-12 Project Objectives and Scope..................................................................................................3-17 Project Objectives .................................................................................................................................................3-17 Defining Project Scope..........................................................................................................................................3-18 Project Scope Statement.......................................................................................................................................3-18 Project Scope Management..................................................................................................................................3-18 Work Breakdown Structure....................................................................................................3-19 Work Breakdown Structure Definition...............................................................................................................3-19 Work Breakdown Structure Development .........................................................................................................3-19 Work Breakdown Structure Format...................................................................................................................3-21 Cost Benefit Analysis ............................................................................................................................................3-23 Helpful Hints for Developing the Work Breakdown Structure.........................................................................3-26 Work Breakdown Structure – Table Format Development ..............................................................................3-31 Sample Work Breakdown Structure – Table Format........................................................................................3-32 Activity Definition and Sequencing........................................................................................3-39 Developing Project Tasks .....................................................................................................................................3-39 Defining Project Tasks..........................................................................................................................................3-39 Defining Task Relationships ................................................................................................................................3-40 Defining Deliverables............................................................................................................................................3-40 Resource Planning..................................................................................................................3-42 Overview of Resource Planning...........................................................................................................................3-42 Labor Resources....................................................................................................................................................3-42 Non-Labor Assets..................................................................................................................................................3-46 Additional Criteria................................................................................................................................................3-46 Team Development ...............................................................................................................................................3-47 Resource Plan Template.......................................................................................................................................3-48 December 2004 Page 3- ii State of Michigan PMM Section 3: Project Planning Table of Contents Project Schedule Development ...............................................................................................3-51 Project Schedule Development Introduction ......................................................................................................3-51 Overview of Project Scheduling...........................................................................................................................3-52 The Schedule Process............................................................................................................................................3-54 Schedule Techniques.............................................................................................................................................3-54