project management process project description team mission/ assignment major milestones boundaries...

INITIATE & ALIGN

Initiate& Align

Endorsethe Plan

Workthe Plan

Transition& Closure

Planthe Work

•Project Description•Team Mission/ Assignment•Major Milestones•Boundaries•Team Identification•Measures of Success•Roles & Responsibilities•Operating Guidelines

INITIATE & ALIGNInitiate the Project

Region or Organizational Management

•Project Description

•Team Mission/Assignment

•Major Milestones

•Boundaries

INITIATE & ALIGNAlign the Team

The basis for establishing a common understanding of roles and responsibilities.

•Team Member Identification

•Team Roles and Responsibilities

•Measures of Success

•Operating Guidelines





•Major Milestones

•Boundaries

INITIATE & ALIGNProject Description

Formal statement defining purpose and need for the product or outcome the project is intended to produce

•Project Definition Form

•CPMS

INITIATE & ALIGN

Project Definition

Initiate & Align Worksheet Template

Sample Initiate & Align Worksheets

Completed Project

Description

INPUT

TOOLS

PRODUCTS

Project Description

INITIATE & ALIGNProject Description Steps

1. Review needs, goals, products & outcomes

2. Identify team members

3. Review with Region/Organizational Management

4. Begin Initiate & Align Worksheet

INITIATE & ALIGNProject Description Characteristics

End result, capable of being seen

“Project” objective

Common Goal

Positive terms

INITIATE & ALIGNProject Description Benefits

Work Planning and Organization


Employee Development


Leadership





•Major Milestones

•Boundaries

INITIATE & ALIGNTeam Mission / Assignment

An expansion of the Project Description and describes the overall actions the project team will take to accomplish its portion of the project

INITIATE & ALIGN

Project Definition



Completed Team

Mission / Assignment

INPUT

TOOLS

PRODUCTS

Team Mission / Assignment

INITIATE & ALIGNTeam Mission / Assignment Steps

1. Review Project Description

2. Define Major Activities

3. Review with key team members

4. Review with Region/Organizational Management

INITIATE & ALIGNTeam Mission Assignment

Specific work the Project Team will perform for the approved work order

INITIATE & ALIGNTeam Mission Assignment





•Major Milestones

•Boundaries

INITIATE & ALIGNMajor Milestones

MILESTONE:

A significant event in the project schedule, such as an event restraining future work or marking the completion of a major deliverable.

A schedule milestone has zero duration.


Preconstruction•Project Definition Complete

•Begin Preliminary Engineering

• Environmental Documentation Complete

•Right of Way Certification

•Advertisement (Ad Date)


Construction•Bid Opening

•Award

•Execution

•Construction Start

•Operationally Complete

•Final Contract Completion

INITIATE & ALIGN

•CPMS Dates•Project Description•Team Mission / Assignment



Major Milestones Reviewed

INPUTS

TOOLS

PRODUCTS

Major Milestones


Steps:

1. Project Manager reviews CPMS for specific milestones

2. Project Manager reviews Major Milestones with project team

3. Project team determines activities critical to success


Steps:

4. Project team identifies risks and impacts of failure to meet milestone dates

5. Project Manager reviews Major Milestones with Region/Organizational Management

6. Project Manager documents Major Milestones on Initiate and Align Worksheet


Critical Activity / Task





•Major Milestones

•Boundaries

INITIATE & ALIGNBoundaries

The limits of the project with regard to Project Team responsibility and authority

•Physical boundaries (SR#, MP to MP, etc)

•Operation limitations (funding, regulatory, legal, etc)


“Triple Constraints Theory” or “Trade Off Triangle”

SCOPEBUDGET

SCHEDULE

Q

PROJECT RISK


“Prioritize, Optimize, Accept”

SCOPEBUDGET

SCHEDULE

Q

PROJECT RISK

INITIATE & ALIGN

•CPMS•Project Description•Team Mission / Assignment•Major Milestones



Project Boundaries established

INPUTS

TOOLS

PRODUCTS

Boundaries


Steps:

1. Review CPMS data

2. Set “draft” boundaries for project team to review and plan.


Steps:

3. Review Draft Boundaries with Region / Organization Management• Validate boundaries

• “Fixed” vs. “flexible” (prioritize, optimize, accept)

• Acceptable variation ranges

• Plan for change


Steps:

4. Enter boundaries and documentation to Initiate & Align Worksheet

5. Incorporate boundaries into all subsequent planning activities

INITIATE & ALIGNTeam Member Identification

Identifying the Project Delivery Team needed to accomplish the work assigned.

•Specialty Groups

•Consultants

•Contractors

•Others (vendors, etc.)

INITIATE & ALIGN

•CPMS•Project Description•Team Mission / Assignment•Major Milestones•Boundaries



Team Identification

INPUTS

TOOLS

PRODUCT

Team Member Identification

INITIATE & ALIGN

Project(Project Manager)

Manager

Manager

Manager Manager

Manager

Manager

Manager

Team Member Identification

INITIATE & ALIGNTeam Member Identification

Steps:

1. Review project description, identify skills required

2. Work with functional managers to identify, schedule, and commit appropriate staff

3. Identify consultant/contractor services required

4. Define the Project Organization (Project TOs)

INITIATE & ALIGNTeam Roles and Responsibilities

“Who will do what?”

•_______ – specific titles or positions

Role


“Who will do what?”

•________________ – deliverables or products expected of Team members

Responsibilities

INITIATE & ALIGN

•Project Description•Team Mission / Assignment•Major Milestones•Boundaries•Team Identification



Roles & Responsibilities

Identified

INPUTS

TOOLS

PRODUCT

Team Roles and Responsibilities


Steps:

1. The Project Manager collaborates with the project team to identify individual roles.

2. Review and determine individual and team responsibilities and the corresponding authority.

INITIATE & ALIGNWSDOT Basic Project Responsibilities

Region / Organizational Management

Ensure Project Management Knowledge

Know project status

Plan and provide appropriate resources

Review and Endorse Project Management Plan


Project Managers

Plan and provide resources

Lead Project Management Process

Develop Project Management Plan


Project Team Members

Endorse & implement Project Management Plan

Perform roles and responsibilities

Provide estimates to Project Manager (SG)

Review Project Management Plan (HQ)

INITIATE & ALIGNMeasures of Success

Indicators or metrics used to assess progress – reviewed at regular intervals during the project

INITIATE & ALIGN

•Project Description•Team Mission / Assignment•Major Milestones•Boundaries•Team Identification•Roles/Responsibilities



Measures of Success

INPUTSTOOLS

PRODUCT

Measures of Success


Steps:

1. Identify Critical Success Factors

2. Review Critical Success Factors with Region / Organizational Management

3. Identify corresponding Measures of Success

4. Define values that will be monitored and reported


Steps:

5. Document Measures of Success on Initiate and Align Worksheet

6. Develop methods and assignments for monitoring and reporting Measures of Success.

7. Review with project team

INITIATE & ALIGNOperating Guidelines

Specific processes and rules the Team will use to maintain cohesiveness and effectiveness.

•Team Decision-Making Process

•Team Meetings

•Communication

•Team Performance Measures

•Team Issues and Conflict Resolution

INITIATE & ALIGN

•Project Description•Team Mission / Assignment•Major Milestones•Boundaries•Team Identification•Roles/Responsibilities•Measures of Success



Team Operating Guidelines

INPUTSTOOLS

PRODUCT

Operating Guidelines

INITIATE & ALIGNTeam Alignment

Building the foundation of cooperation

Forming a cohesive, effective unit

INITIATE & ALIGNTe

am P

erfo

rman

ce L

evel

s

Forming

Storming

Norming

Performing

Excelling

Group of Individuals Mostly Doing Their Own Thing

?

Individuals That Agree to Work As a Team

Planning

Initiate & Align

WorkPlanning

Endorsement

Execution

Good!

Individuals That Excelin Their Teamwork

Managing Change,Measuring Performance &

Developing/Sustaining Team

Award of Excellence

INITIATE & ALIGNContinuous Communication

INITIATE & ALIGNContinuous Communication is the Key!

project management process project description team mission/ assignment major milestones boundaries...

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