1. Outcome Plans 11-Feb-09

2. Purpose of an Outcome Plan An outcome plan is a tool that helps in the definition, communication and scoping of a project. –ensures focus is on the desired outcomes of an initiative from a business perspective –defines the associated intermediate outcomes that are required to achieve the desired business outcomes –defines the activities to create the intermediate outcomes that lead to the desired business outcomes Outcome Plan11-Feb-09 2

3. Backyard Improvement Outcome Plan Version 1.0 Date: 2009-02-10 Prepared By:bob Swan Validated By: Improved Quality of Life Increased Property Value Intermediate Outcome Targeted Final Outcome Activity Improved Privacy & Security of Back Yard Build And Stain Fence Perform Landscape Work Fence Complete Landscaping Complete Build Pagoda on Deck for Hot Tub Increased Usage of Outdoor Space Family Uses the Back Yard More Pagoda Complete Assume Neighbour Stains His Side of Fence Hot Tub Operational Deck Complete Assumption Property Ready for Fence Construction Fencing Materials Purchased Design Fence W/ Neighbour Input Design Deck Demolish Existing Fence Building Permit Approved Purchase Landscape Materials Design Pagoda to Fit Hot Tub And Deck Select Hot Tub Deck & Pagoda Materials Ready Deck / Pagoda Design Complete Submit Building Permit Create & Purchase Material List Fence Design Complete Remove Existing Landscaping as Needed Acquire Hot Tub Ready for Installation Set Up Hot Tub Build Deck Create & Purchase Deck/Pagoda Material List Design Landscaping Landscape Materials List Complete Landscape Materials Ready Legend Outcome Plan Example

4. How an Outcome Plan Supports a Project Creates the basis for a business case –end outcomes define benefits that can be quantified –activities help define work that will cost $ and resources Assists in defining project scope by identifying activities that may add significant costs without significantly adding value Intermediate outcomes help define the project deliverables Assists in defining the solution –may be various options to create the defined deliverables/intermediate outcomes Assists in the creation of the project plan by showing the activities and the relationships between them Assists in project communication by providing a high-level picture of the project to all stakeholders Outcome Plan11-Feb-09 4

5. How to Create an Outcome Plan 1.Start with a session to define the desired outcomes with the appropriate stakeholders. 2.Work from right to left to define what is needed for intermediate outcomes/capabilities/deliverables to support the desired outcomes. 3.Define the activities that are required to create the intermediate outcomes. 4.Identify the relationships/dependencies between activities and outcomes. 5.Identify the Assumptions that must be met to realize primary outcomes 6.Have stakeholders review the draft and provide comments. 7.Make changes based on comments if required. You can do your outcome plan as a group session. One person should lead the session and create a draft of the outcome plan from the session notes. An outcome plan is best approached as a brainstorming whiteboard session (with movable sticky notes). You may need more than one session for complex topics. 5Outcome Plan11-Feb-09

6. Backyard Improvement Outcome Plan Version 1.0 Date: 2009-02-10 Prepared by: Bob Swan Validated by: Improved Quality of Life Increased Property Value Intermediate Outcome Targeted Final Outcome Activity Improved Privacy & Security of Back Yard Increased Usage of Outdoor Space Assumption Legend Outcome Plan – How to Create It Step1: Identify the desired outcomes.

7. Backyard Improvement Outcome Plan Version 1.0 Date: 2009-02-10 Prepared by: Bob Swan Validated by: Improved Quality of Life Increased Property Value Intermediate Outcome Targeted Final Outcome Activity Improved Privacy & Security of Back Yard Fence Complete Landscaping Complete Increased Usage of Outdoor Space Pagoda Complete Hot Tub Operational Deck Complete Assumption Legend Outcome Plan – How to Create It Step 2: Identify the components needed to achieve those outcomes.

8. Backyard Improvement Outcome Plan Version 1.0 Date: 2009-02-10 Prepared by: Bob Swan Validated by: Improved Quality of Life Increased Property Value Intermediate Outcome Targeted Final Outcome Activity Improved Privacy & Security of Back Yard Build And Stain Fence Fence Complete Landscaping Complete Increased Usage of Outdoor Space Pagoda Complete Hot Tub Operational Deck Complete Assumption Property Ready for Fence Construction Fencing Materials Purchased Design Fence w/ Neighbour Input Demolish Existing Fence Create & Purchase Material List Fence Design Complete Legend Outcome Plan – How to Create It Step 3: Look at what’s needed for each component.

9. Backyard Improvement Outcome Plan Version 1.0 Date: 2009-02-10 Prepared by: Bob Swan Validated by: Improved Quality of Life Increased Property Value Intermediate Outcome Targeted Final Outcome Activity Improved Privacy & Security of Back Yard Build And Stain Fence Fence Complete Landscaping Complete Build Pagoda on Deck for Hot Tub Increased Usage of Outdoor Space Pagoda Complete Hot Tub Operational Deck Complete Assumption Property Ready for Fence Construction Fencing Materials Purchased Design Fence w/ Neighbour Input Design Deck Demolish Existing Fence Building Permit Approved Design Pagoda to Fit Hot Tub and Deck Select Hot Tub Deck & Pagoda Materials Ready Deck / Pagoda Design Complete Submit Building Permit Create & Purchase Material List Fence Design Complete Build Deck Create & Purchase Deck/Pagoda Material List Legend Outcome Plan – How to Create It Step 4: Build on each component.

10. Backyard Improvement Outcome Plan Version 1.0 Date: 2009-02-10 Prepared by: Bob Swan Validated by: Improved Quality of Life Increased Property Value Intermediate Outcome Targeted Final Outcome Activity Improved Privacy & Security of Back Yard Build And Stain Fence Fence Complete Landscaping Complete Build Pagoda on Deck for Hot Tub Increased Usage of Outdoor Space Pagoda Complete Hot Tub Operational Deck Complete Assumption Property Ready for Fence Construction Fencing Materials Purchased Design Fence w/ Neighbour Input Design Deck Demolish Existing Fence Building Permit Approved Design Pagoda to Fit Hot Tub and Deck Select Hot Tub Deck & Pagoda Materials Ready Deck / Pagoda Design Complete Submit Building Permit Create & Purchase Material List Fence Design Complete Acquire Hot Tub Ready for Installation Set Up Hot Tub Build Deck Create & Purchase Deck/Pagoda Material List Legend Outcome Plan – How to Create It Step 4: Continue building on each component.

11. Backyard Improvement Outcome Plan Version 1.0 Date: 2009-02-10 Prepared by: Bob Swan Validated by: Improved Quality of Life Increased Property Value Intermediate Outcome Targeted Final Outcome Activity Improved Privacy & Security of Back Yard Build And Stain Fence Perform Landscape Work Fence Complete Landscaping Complete Build Pagoda on Deck for Hot Tub Increased Usage of Outdoor Space Pagoda Complete Hot Tub Operational Deck Complete Assumption Property Ready for Fence Construction Fencing Materials Purchased Design Fence w/ Neighbour Input Design Deck Demolish Existing Fence Building Permit Approved Purchase Landscape Materials Design Pagoda to Fit Hot Tub And Deck Select Hot Tub Deck & Pagoda Materials Ready Deck / Pagoda Design Complete Submit Building Permit Create & Purchase Material List Fence Design Complete Remove Existing Landscaping as Needed Acquire Hot Tub Ready for Installation Set Up Hot Tub Build Deck Create & Purchase Deck/Pagoda Material List Design Landscaping Landscape Materials List Complete Landscape Materials Ready Legend Outcome Plan – How to Create It Step 4: Continue building on each component.

12. Backyard Improvement Outcome Plan Version 1.0 Date: 2009-02-10 Prepared by: Bob Swan Validated by: Improved Quality of Life Increased Property Value Intermediate Outcome Targeted Final Outcome Activity Improved Privacy & Security of Back Yard Build And Stain Fence Perform Landscape Work Fence Complete Landscaping Complete Build Pagoda on Deck for Hot Tub Increased Usage of Outdoor Space Pagoda Complete Hot Tub Operational Deck Complete Assumption Property Ready for Fence Construction Fencing Materials Purchased Design Fence w/ Neighbour Input Design Deck Demolish Existing Fence Building Permit Approved Purchase Landscape Materials Design Pagoda to Fit Hot Tub And Deck Select Hot Tub Deck & Pagoda Materials Ready Deck / Pagoda Design Complete Submit Building Permit Create & Purchase Material List Fence Design Complete Remove Existing Landscaping as Needed Acquire Hot Tub Ready for Installation Set Up Hot Tub Build Deck Create & Purchase Deck/Pagoda Material List Design Landscaping Landscape Materials List Complete Landscape Materials Ready Legend Outcome Plan – How to Create It Step 5: Add dependencies.

13. Backyard Improvement Outcome Plan Version 1.0 Date: 2009-02-10 Prepared By:bob Swan Validated By: Improved Quality of Life Increased Property Value Intermediate Outcome Targeted Final Outcome Activity Improved Privacy & Security of Back Yard Build And Stain Fence Perform Landscape Work Fence Complete Landscaping Complete Build Pagoda on Deck for Hot Tub Increased Usage of Outdoor Space Family Uses the Back Yard More Pagoda Complete Assume Neighbour Stains His Side of Fence Hot Tub Operational Deck Complete Assumption Property Ready for Fence Construction Fencing Materials Purchased Design Fence W/ Neighbour Input Design Deck Demolish Existing Fence Building Permit Approved Purchase Landscape Materials Design Pagoda to Fit Hot Tub And Deck Select Hot Tub Deck & Pagoda Materials Ready Deck / Pagoda Design Complete Submit Building Permit Create & Purchase Material List Fence Design Complete Remove Existing Landscaping as Needed Acquire Hot Tub Ready for Installation Set Up Hot Tub Build Deck Create & Purchase Deck/Pagoda Material List Design Landscaping Landscape Materials List Complete Landscape Materials Ready Legend Outcome Plan – How to Create It Step 6: Add assumptions. Step 7: 1 st draft; circulate for review.

14. Additional Tips Identify all key target outcomes. Find the right level of detail. Use multiple layers for specific portions of complex projects. –This can support creation of the project plan / work breakdown structure. Perfection is not the target; accuracy is. There are diminishing returns. Organize the flow to support clarity of understanding. Use your outcome plan as a tool throughout the initiative to –track status, –support project scoping and structuring decisions, and –support stakeholder communication. Use a connector to indicate a component continued onto another page. 14Outcome Plan11-Feb-09

15. Backyard Improvement Outcome Plan Version 1.0 Date: 2009-02-10 Prepared by: Bob Swan Validated by: Improved Quality of Life Increased Property Value Hot Tub Deck/Pagoda Fence Improved Privacy & Security of Back Yard Build and Stain Fence Perform Landscape Work Fence Complete Landscaping Complete Build Pagoda on Deck for Hot Tub Increased Usage of Outdoor Space Family Uses the Back Yard More Pagoda Complete Assume Neighbour Stains His Side of Fence Hot Tub Operational Deck Complete Landscape Property Ready for Fence Construction Fencing Materials Purchased Design Fence w/ Neighbour Input Design Deck Demolish Existing Fence Building Permit Approved Purchase Landscape Materials Design Pagoda to Fit Hot Tub and Deck Select Hot Tub Deck & Pagoda Materials Ready Deck / Pagoda Design Complete Submit Building Permit Create & Purchase Material List Fence Design Complete Remove Existing Landscaping as Needed Acquire Hot Tub Ready for Installation Set Up Hot Tub Build Deck Create & Purchase Deck/Pagoda Material List Design Landscaping Landscape Materials List Complete Landscape Materials Ready Legend Using The Outcome Plan – Arranging Work

16. Backyard Improvement Outcome Plan Version 1.0 Date: 2009-02-10 Prepared by: Bob Swan Validated by: Improved Quality of Life Increased Property Value At Risk Not Started Partially at Risk Improved Privacy & Security of Back Yard Build And Stain Fence Perform Landscape Work Fence Complete Landscaping Complete Build Pagoda on Deck For Hot Tub Increased Usage of Outdoor Space Family Uses the Back Yard More Pagoda Complete Assume Neighbour Stains His Side of Fence Hot Tub Operational Deck Complete Complete Property Ready for Fence Construction Fencing Materials Purchased Design Fence w/ Neighbour Input Design Deck Demolish Existing Fence Building Permit Approved Purchase Landscape Materials Design Pagoda o Fit Hot Tub And Deck Select Hot Tub Deck & Pagoda Materials Ready Deck / Pagoda Design Complete Submit Building Permit Create & Purchase Material List Fence Design Complete Remove Existing Landscaping as Needed Acquire Hot Tub Ready for Installation Set Up Hot Tub Build Deck Create & Purchase Deck/Pagoda Material List Design Landscaping Landscape Materials List Complete Landscape Materials Ready Legend Using The Outcome Plan – Depicting Status

17. The PMBOK “Project Management Body of Knowledge” –sum of knowledge within the profession of project management –used to document and standardize generally accepted project management information and practices produced by the Project Management Institute revised and reprinted every 4 years – fourth edition has just been released 17Outcome Plan11-Feb-09

18. PM Knowledge Areas & Process Groups PM Process Groups / Knowledge Area Processes Initiating Process Group Planning Process GroupExecuting Process Group Monitoring & Controlling Process Group Closing Process Group Project Management Integration Develop Project Charter Develop Prelim Project Scope Statement Develop Project Management Plan Direct and Manage Project Execution Monitor and Control Project Work Integrated Change Control Close Project Project Scope Management Scope Planning Scope Definition Create WBS Scope Verification Scope Control Project Time Management Activity Definition & Sequencing Resource Estimating Duration Estimating Schedule Development Schedule Control Project Cost Management Cost Estimating Cost Budgeting Cost Control Project Quality Management Quality PlanningPerform Quality AssurancePerform Quality Control Project HR Management Human Resources PlanningAcquire Project Team Develop Project Team Manage Project Team Project Communications Management Communications PlanningInformation DistributionPerformance Reporting Manage Stakeholders Project Risk Management Risk Management Planning Risk Identification Qualitative / Quantitative Risk Analysis Risk Response Planning Risk Monitoring and Control Project Procurement Management Plan Purchases and Acquisitions Plan Contracting Request Seller Responses Select Sellers Contract AdministrationContract Closure 18Outcome Plan11-Feb-09

19. In conclusion...... follow process and progress will follow. 19Outcome Plan11-Feb-09

20. 20 Questions? Thank you for coming ! Contact us at deliver.it@ucalgary.ca or 210-8792 Visit our web-site at www.ucalgary.ca/deliver.it Next PMCP: Time Management Tips Wed, Mar 11, 2009 Outcome Plan11-Feb-09

21. 21 The end. Outcome Plan11-Feb-09