1. Project Plans Your Path to Success
PRESENTER: James Heigh, Principal | Colliers Project Leaders
October 30, 2017
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2. Agenda Project Plans – Your Path to Success What is a Project?
Purpose
Benefits
Elements
Best Practices
Questions

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

4. 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

5. 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

6. 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

7. 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

8. 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

9. 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

10. 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

11. 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

12. 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

13. 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

14. 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

15. 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

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

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

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

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

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

21. 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

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

23. 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

24. 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.

25. SPEAKER:
James Heigh
Principal
Colliers Project Leaders
29 Cumberland St. S
Thunder Bay, ON P7B 2T4