1. www.businessengine.com CPM -200: Principles of Schedule Management IPM 2002 Fall Conference PMI-College of Performance Management – Professional Education Program Lesson F: Enterprise Wide Scheduling Previously Presented By John Bronn john.bronn@businessengine.com john.bronn@businessengine.com (970) 390-3693

2. © 2001 Business Engine Software Corp. All Rights Reserved. Enterprise Wide Scheduling & Resource Planning - Strategies for Success Enterprise Wide Scheduling & Resource Planning - Strategies for Success John W. Bronn

3. www.businessengine.com Strategies for Success Enterprise Wide Scheduling Enterprise Wide Resource Planning Tools for Better Decisions Strategies for Success

4. www.businessengine.com Enterprise Wide Scheduling The application of a single, consistent methodology for planning and managing the time dimension of all of the projects within the enterprise. The methodology should avoid cross-project conflicts by considering all of the plans.

5. www.businessengine.com Single, Consistent Methodology Business Rules Cross-Project Visibility Framework for Benchmarking

6. www.businessengine.com Avoid Confusing the Performing Organizations Give Appropriate Weight to Projects i.e. Schedule Reserve Policies Business Rules

7. www.businessengine.com Save it for the End Reserve Schedule Reserve

8. www.businessengine.com Use it at the Start Reserve Schedule Reserve

9. www.businessengine.com Protect the Risk -erveRes- Schedule Reserve

10. www.businessengine.com A Consistent Policy Allows Projects to Compete Equally for Resources Bonus - Guides Project Managers to Best Practices Schedule Reserve

11. www.businessengine.com Cross-Project Visibility Common Milestone / Status Display Benchmarking

12. www.businessengine.com A B C D All Projects Cross-Project Visibility Project D Project C Project B Project A

13. www.businessengine.com Benchmarking Process Comparison Cycle Time Analysis Historical Data Base Development

14. www.businessengine.com Enterprise Wide Resource Planning The use of tools and methods to plan and manage application of resources to projects across an entire enterprise Strategic resource availability longer term enterprise wide needs Day-to-day Tactical key resources to priority projects

15. www.businessengine.com Applying Resources to Projects Viewing Needs Across Projects Comparing Needs & Availability Key Resources to Key Projects

16. www.businessengine.com All Projects Supply & Demand Project D Availability & Need Project C Project B Project A

17. www.businessengine.com Key Resources to Key Projects Project A Project B Project C Project D

18. www.businessengine.com Enterprise Wide Availability vs. Need Tools For Better Decisions Project Schedule Planning Project Resource Planning Portfolio Analysis Key Resources To Key Projects

19. www.businessengine.com All Projects Supply & Demand Project D Enterprise Wide Availability & Need Project C Project B Project A

20. www.businessengine.com Enterprise Wide Availability Enterprise Availability Roles & Skills Skill Attributes Inventory Timephased Availability HR Interface

21. www.businessengine.com All Projects Demand Project D Enterprise Wide Need Project C Project B Project A Process Templates Product Structures Historical Databases Top Down Planning

22. www.businessengine.com The Enterprise Process Task Framework Duration Baseline Critical Resource Baseline The Process Template

23. www.businessengine.com The Process Template A 2 N 1 M 2 K 4 L 43 D 4 C 2 B 3 E 3 F 2 G 3 H 2 I 4 P 4 Q 2 R 2 S 5 A 2 N 1 M 2 K 4 L 4 O 3 DC 2 B 3 E 3 Process Template F 2 G 3 H 2 I 4 Subsystem Template

24. www.businessengine.com Consistent Processes Identification of Risks Framework for Process Improvement Simplifies the Planning Process The Process Template

25. www.businessengine.com Standard Product Structure Supports the Template Concept Forms the Heart of the Work Breakdown Structure Provides a Basis for a Historical Database

26. www.businessengine.com History Database Collect & Characterize –Resources / Costs –Durations Value Reduced by Rapid Technological Change –Still Very Worthwhile

27. www.businessengine.com Requirements Summary Plan Summary Resource Plan Top Down Planning

28. www.businessengine.com Enterprise Wide Availability vs. Need Tools For Better Decisions Project Schedule Planning Project Resource Planning Portfolio Analysis Project Prioritization Phase / Gate Controls

29. www.businessengine.com Potential Projects Selected Projects Ordered Projects 3 2 1 Project Prioritization

30. www.businessengine.com Phase Gate Phase Gate Strategic Decision Making - At Every Control Gate Phase / Gate Controls Phase Gate

31. www.businessengine.com Business Viability Technical Feasibility Relative Importance Resource Availability Portfolio Criteria

32. www.businessengine.com Enterprise Wide Availability vs. Need Tools For Better Decisions Project Schedule Planning Project Resource Planning Portfolio Analysis Key Resources To Key Projects

33. www.businessengine.com Key Resource Isolation The “Full Scale Map” Syndrome What’s Key? –Mission Critical People Facilities, Equipment etc. –Long Lead Time Skill Inventory Tools Can Help

34. www.businessengine.com Implementation Strategies for Success Bottoms Up - Detailed Project Data Top Down - Overview Data Only Hybrid - Mixed Data

35. www.businessengine.com Bottoms Up Implementation Enterprise Wide Demand Project AProject BProject C

36. www.businessengine.com Bottoms Up Implementation Implies Accurate Data Requires Full & Consistent Implementation Hard to Realize

37. www.businessengine.com Top Down Implementation Enterprise Wide Demand Top Down Project Planning

38. www.businessengine.com Top Down Implementation Rapid Implementation Relies on Accuracy of Templates & Historical Data Easier to Implement, Less Reliable Doesn’t Incorporate Detailed Plans, even where they exist

39. www.businessengine.com Hybrid Implementation Enterprise Wide Demand Project AProject C Top Down Project Planning

40. www.businessengine.com Hybrid Implementation Allows a Quick Start Best of Both Worlds Takes Advantage of Increased Maturity - as it Happens

41. © 2001 Business Engine Software Corp. All Rights Reserved. Enterprise Wide Solutions CAN Make a Difference ! Thanks for Your Time John W. Bronn