Practical Scheduling – PMICOS in Australia Presented by: Ed Blow (MTC Australasia Pty Ltd) 2 November 2005 PMI-College of Scheduling

2 November 2005 Slide 2 of 12 What is a Schedule? “A schedule, in its simplest form, is a table of times or dates when certain defined events are to take place” Draft Practice Standard for Scheduling – V3.0 August 2, The term “Schedule” can mean: The term “Schedule” can mean: 1. The system that produces project data, such as dates, resource curves tasks etc, or 2. The set of project dates themselves There are five basic types of schedules (all others are derivatives): There are five basic types of schedules (all others are derivatives): 1. Early Start 2. Late Start 3. Baseline 4. Resource-Leveled 5. Target

2 November 2005 Slide 3 of 12 Why Schedule? Reason – To Actively Execute the Work in a Planned way The Work can be a project, with a start & finish, or an ongoing task: The Work can be a project, with a start & finish, or an ongoing task:  Engineering: Construct a Tunnel, Communications System (Project).  IT: Construct an IT network (Project).  Medical: Management of hospital staff, operating Theatres & patients (Ongoing).  Education: Management and coordination of training, training centers & trainees (Ongoing). Planned: Planned:  Plan - A table of defined events and the times and dates when they are to happen.  Systematic – The Critical Path Method is an approach that can drive the plan.  Timely – Use the optimum resources to meet the plan in optimum time. Execute: Execute:  Action - To drive the plan from start to completion.  Manage Risk – As the level of risk increases so does the importance of the plan.  Monitor & Control – Provides confidence to overcome the obstacles.  Actively:  Active – Scheduling is an outcome focused active role not a passive role.

2 November 2005 Slide 4 of 12 PMI COS – The SEI Approach to Best Practice Approach 1: The Scheduling Excellence Initiative (SEI): This is a PMI-COS initiative that will establish best practices and guidelines for the application of scheduling principles in a broad array of industries. The SEI Enhancement series comprises 8 inititiatives: Strategic Business Planning: Planning between inception & commencement of work. Strategic Business Planning: Planning between inception & commencement of work. Schedule Management: Building a schedule to perform the work. Schedule Management: Building a schedule to perform the work. Schedule Impact Analysis: Identifying the generally accepted best practices. Schedule Impact Analysis: Identifying the generally accepted best practices. Software Enrichment: Gathering information from software developers & users to increase the relevance of software. Software Enrichment: Gathering information from software developers & users to increase the relevance of software. Industry Focus: Identifying scheduling methodologies from a wide spectrum of discrete application environments. Industry Focus: Identifying scheduling methodologies from a wide spectrum of discrete application environments. Education & Knowledge: Getting the most from scheduling effort by awareness raising, establishing principles, training and coursework Education & Knowledge: Getting the most from scheduling effort by awareness raising, establishing principles, training and coursework Research & Innovation: Applying scientific rigour to the “art” of scheduling by promoting research and the gathering of empirical data (think-tank) Research & Innovation: Applying scientific rigour to the “art” of scheduling by promoting research and the gathering of empirical data (think-tank) Oversight & Integration: Quality control of SEI products Oversight & Integration: Quality control of SEI products

2 November 2005 Slide 5 of 12 PMI – Scheduling Standards – The new Practice Standard for Scheduling Approach 2: The draft PMI Practice Standard for Scheduling has been prepared by PMI to complement the PMBOK Guide. It defines a schedule and project schedule model and provides best practice for sound and effective project scheduling. It is applicable to “most projects most of the time”. It is targeted at the practitioner. The Practice Standard for Scheduling (Draft v3.0) comprises: Introduction: An overview of best practice and a maturity model. Introduction: An overview of best practice and a maturity model. Scheduling Model Components: Defines various “required” and “optional” schedule components. Scheduling Model Components: Defines various “required” and “optional” schedule components. Project Schedule Model Maturity: Provides a methodology to objectively assess the maturity of a project schedule. Project Schedule Model Maturity: Provides a methodology to objectively assess the maturity of a project schedule. Appendices: Includes a “Maturity Assessment Table” and a “Glossary” of scheduling terms. Appendices: Includes a “Maturity Assessment Table” and a “Glossary” of scheduling terms.

2 November 2005 Slide 6 of 12 PMI – The Status of the new Practice Standard for Scheduling Development has entered its final phase: Complete: Draft V3.0 (Aug 2 05) submitted to the PMI Standards Member Advisory Group (MAG) and a select group of Subject Matter Experts (SME’s) for review. Complete: Draft V3.0 (Aug 2 05) submitted to the PMI Standards Member Advisory Group (MAG) and a select group of Subject Matter Experts (SME’s) for review. Dec 05: Comments due back. Dec 05: Comments due back. Dec 05 – Early 06: Comments evaluated & incorporated in dialog with the PMI Standards Organisation. Dec 05 – Early 06: Comments evaluated & incorporated in dialog with the PMI Standards Organisation. Early 06: Standard released to the profession as exposure draft. Early 06: Standard released to the profession as exposure draft. Late 06: Standard to be published by the PMI World Congress. Late 06: Standard to be published by the PMI World Congress.

2 November 2005 Slide 7 of 12 Inaugural PMI COS Conference (Montreal 2004) May 2004 May 2004 There were five themes (5 tracks): There were five themes (5 tracks): 1. Workshops – Hands-on planning & control 2. Practical Examples – Lessons learned 3. Risk – Setting appropriate expectations 4. Research – Statistical analysis 5. Global – Comparative studies Highlights: Highlights: 1. Practical: Appropriate schedule granularity. 2. Primacy of Risk: Schedule Maturity & Litigation. 3. CPM Analysis: Critical path considerations. 4. A global view: Working in the international arena.

2 November 2005 Slide 8 of 12 PMI COS – A Global Vision The Vision: “ The PMI College of Scheduling will be recognised as a dynamic organisation of professionals dedicated to promoting the expectation and implementation of accurate, ethical schedules throughout the world”

2 November 2005 Slide 9 of 12 PMI COS – A Global Mission The Mission “The PMI College of Scheduling will provide a forum for professionals to promote excellence in scheduling through networking, sharing project experiences, providing and receiving training, providing support and encouragement for the ongoing development of the PMI Body of Knowledge in the areas of scheduling and time management, and supporting project managers in their PMP certification efforts”.

2 November 2005 Slide 10 of 12 Benefits of PMI-COS membership Access to research papers and various PMI standards. Access to research papers and various PMI standards. The opportunity to exchange ideas with others dedicated to promoting excellence and professionalism in scheduling, The opportunity to exchange ideas with others dedicated to promoting excellence and professionalism in scheduling, To benefit from different industry experience. To benefit from different industry experience. Access to various initiatives of the PMICOS including the SEI. Access to various initiatives of the PMICOS including the SEI. Access to various initiatives of the PMI including the Practice Standard for Scheduling. Access to various initiatives of the PMI including the Practice Standard for Scheduling. Complimentary copy of PMBOK. Complimentary copy of PMBOK. 12 month subscription to three PMI journals. 12 month subscription to three PMI journals. Professional development seminars & regular conferences Professional development seminars & regular conferences Discussion forums. Discussion forums. Networking with a variety of professionals. Networking with a variety of professionals.

2 November 2005 Slide 11 of 12 PMI COS – How do you join? There has never been a better time to join PMI-COS It is a time of exciting new initiatives and establishing best practice. It is a time of exciting new initiatives and establishing best practice. The many benefits are listed in the application form and the website. The many benefits are listed in the application form and the website. To join just complete the form & nominate a chapter (Canberra) and the College of Scheduling. To join just complete the form & nominate a chapter (Canberra) and the College of Scheduling. Enter the Website for the application form: Enter the Website for the application form: & select: “become a member”

2 November 2005 Slide 12 of 12 PMI COS – Questions? Questions