Project Plans Your Path to Success PRESENTER: James Heigh, Principal | Colliers Project Leaders October 30, 2017 This Title Slide is to be used with a custom blur image background. The image blur can be created in either PowerPoint or Photoshop. Please see the document “PPT Image Blur Instructions 2014” for guidance.

Agenda Project Plans – Your Path to Success What is a Project? Purpose Benefits Elements Best Practices Questions

What is a Project Introduction A temporary endeavor undertaken to create a unique product, service, or result

What is a Project Introduction Complex, one time processes – exists until goal is met Limited by budget, schedule and resources Developed to resolve a clear goal or set of goals – yield a tangible result, i.e. new product or service Customer-focused – primary goal is customer satisfaction

What is a Project Plan WHAT HOW WHY Purpose Integration of PM Elements Documents the ‘Why’ Describes the ‘How’ Blueprint for execution More detailed than a Charter Living document “The Golden Circle” – Simon Sinek, TED Talks

Why Use a Project Plan Benefits “The Project Plan seems like extra work, why should I bother? Clear expectations Engagement What the project is, and is not Alignment of roles & responsibilities Reduces risk and project creep Stakeholder buy-in Increased rigor and control Shovel Ready

Elements Project Plan Subsidiary Plans Project Objectives Scope Time Cost Human Resources Communications Risk Quality Procurement Subsidiary Plans Communication Plan Risk Management Plan Commissioning Plan Health & Safety Plan Environmental Management Plan

Best Practices Project Objectives Project Plan Scope Project Objectives Time Background & Description Objectives & Success criteria Most important section Be S.M.A.R.T. Ask yourself “if all these criteria are met, will you be delighted with the project?” Cost Human Resources Specific, Measurable, Achievable, Realistic, and Timely. Communications Risk Quality Procurement

Best Practices Scope Project Plan In, Out, Optional Project Objectives Scope Scope Time In, Out, Optional Separate the “must-haves” from the “nice to haves” Define Base Scope Create a Scope Ladder Control - most crucial during design stage Cost Human Resources Communications Risk Quality Procurement

Best Practices Time Project Plan Key project milestones Project Objectives Scope Time Time Cost Key project milestones Hard constraints Monitoring Human Resources Communications Risk Quality Procurement

Best Practices Cost Project Plan Project budget All inclusive Project Objectives Scope Cost Time Project budget All inclusive Funding requirements Cost control Cost Human Resources Communications Risk Quality Procurement

Best Practices Human Resources Project Plan Roles & Responsibilities Project Objectives Scope Time Human Resources Roles & Responsibilities Internal & External Stakeholders Stakeholder register Org chart Cost Human Resources Communications Risk Quality Procurement

Best Practices Communications Project Plan Communications plan Project Objectives Scope Time Communications Cost Communications plan Protocols Who needs what, when, how Meetings Reporting Human Resources Communications Risk Quality Procurement

Best Practices Risk Project Plan Something that MIGHT happen Project Objectives Scope Risk Time Something that MIGHT happen Positive or Negative Impact Ability to Change Project Outcome Something you can plan for in the event it does occur Cost Human Resources Communications Risk Quality Procurement

Best Practices Risk Project Plan Approach Tolerance Responsibilities Project Objectives Scope Risk Time Approach Tolerance Responsibilities Monitoring Escalation Cost Human Resources Communications Risk Quality Procurement

Best Practices Project Plan Project Objectives Scope Time Cost Human Resources Communications Risk Quality Procurement

Best Practices Project Plan Project Objectives Scope Time Cost Human Resources Communications Risk Quality Procurement

Best Practices Project Plan Project Objectives Scope Time Cost Human Resources Communications Risk Quality Procurement

Best Practices Project Plan Project Objectives Scope Time Cost Human Resources Communications Risk Quality Procurement

Best Practices Quality Project Plan Project Management Design Project Objectives Scope Time Quality Cost Project Management Design Construction Human Resources Communications Risk Quality Procurement

Best Practices Procurement Project Plan Processes / Policies Project Objectives Scope Time Procurement Cost Processes / Policies Strategy / Delivery Method Milestones (integrate with Time) Human Resources Communications Risk Quality Procurement

Get the Buy-In Best Practices Project Objectives Scope Time Cost Human Resources Communications Risk Quality Procurement

end of schematic design Project Plan Don’t Let it Gather Dust Project Objectives Scope Time Cost Human Resources Communications Risk Quality Procurement Use It. Update It. end of schematic design end of detailed design after tendering major changes

Summary Project Plans – Your Path to Success Integration of all PM elements Define the “Why”, describe the “How” Define what success looks like Augment with subsidiary plans Living document – use it. update it.

SPEAKER: James Heigh Principal +1 807 633 3588 James.Heigh@colliersprojectleaders.com Colliers Project Leaders 29 Cumberland St. S Thunder Bay, ON P7B 2T4