1. Other Planning Processes: Final Planning Touches
Session 7
Other Planning Processes: Final Planning Touches

2. Learning Objectives Understand human resource planning
Understand quality planning
Understand risk identification and development of mitigation strategies
Understand procurement planning

3. Human Resource Planning
There are three basic types of project interfaces we consider in any given project planning scenario:
Organizational
Technical
Interpersonal

4. You Decide
You are the PM for an electronics firm embarking on a new project. Decide which of the following are operational, technical or interpersonal interfaces.
Development of a Marketing brochure
Bringing a hardware engineer onto the team
Designing a new movement detection card
Using a Database Administrator (DBA) to design a new database
Persuading the software and hardware engineers to work together
Working with upstream channel vendors for the new product’s release

5. Roles and Responsibilities Worksheet
Title: Provide the team member title
Role: Describe the role this individual will be playing
Primary responsibilities: Describe in detail the responsibilities you see this person fulfilling. (Bulleted format is fine.)

6. Project Organization Chart
A project organizational chart might be a helpful document to create
Project Sponsor
Project Manager
Software Team Lead
Hardware Team Lead
Network Team Lead
Training Team Lead
SW Developer 1
SW Developer 2
HW Engineer 1
HW Engineer 2
NW Technician 1
NW Technician 2
Technical Writer

7. Staffing Management Plan
A Staffing Management Plan details how and when you’ll be bringing project staff onto and releasing them from the project.

8. Staff Acquisition Negotiating with functional managers
Who’s on your “dream team”?
Set up meetings with functional managers
Ask for dream team members from the respective functional managers
Interviewing potential team members
Skill level
Project experience
Interpersonal skills

9. Quality Planning Tools and Techniques Benchmarking
Flowcharting and process diagramming
Cost of quality
Prevention
Appraisal
Failure
Quality management plan

10. Quality Management Plan
Documents the output from quality planning tools and techniques. The document lists:
Quality activities that will be performed
Procedures used to complete the quality activities
Resources required
Methods used to manage control:
Metrics
Checklists
Exit criteria

11. Risk Planning Key to project success Risk identification Risk Analysis
Severity
Probability
Risk Response
Preventative action
Contingency action

12. Some Risk Identification Questions
Is the activity on the critical path?
Is this a complex activity?
Does the activity involve a new or unfamiliar technology?
Does the activity have multiple dependencies?
Have we had problems with similar tasks in previous projects?
Is this activity controlled by outside influences (permits, etc.)?
Are there inexperienced resources assigned to the activity?
Are there adequate resources assigned to the activity?
Does this activity involve an integrated system?
Are we unfamiliar with the hardware, software, equipment or tools we’re going to use for the activity?
For those questions that you answered yes, ask yourself the following questions:
What issues or problems might occur?
What problems occurred with similar activities in the past?
What could cause this problem?

13. Risk Response
Risk response is one of the most important elements of risk planning:
Avoidance – Mitigation
Transference – Acceptance
Preventative Action
What can be done to prevent the problem?
What can be done to minimize the likelihood of it happening?
Are these actions cost-effective?
Are there resources available to implement the actions?
Contingency Actions
If the problem cannot be prevented, what are the most likely impacts to the project?
What can be done to minimize these impacts?

14. Risk Management Plan The plan consists of: Description of each risk
Risk probability (H/M/L)
Impact to the project if the risk occurs
Risk severity (H/M/L)
Preventative or contingency action plan

15. You Decide
Consider the porch-building project. Use the Risk Management Template.
Working in teams of 2-3, what are the risks you identify?
How will you deal with those risks should they arise?
Can you prevent any of the risks from occurring?
Share your findings with the rest of the group

16. Communications Plan
Deals with the What, Who, and How of communications
See Communications Plan template
Team member communications
Remember that team members are people too
Be interested in them as people and as workers
Stakeholder communications
What aspects of the project plan will this stakeholder be interested in?
Think about the probable benefits or concerns of the stakeholder?
What messages should you be conveying to this stakeholder?

17. Procurement Planning
Two groups of people can help you with the project:
Vendors – People that sell you a product or service
Contractors – People that work for you on the project
Make or Buy Analysis reveals a need for vendors or contractors
Equipment
Staff Augmentation
Other goods or services

18. Types of Contracts Fixed price contracts Cost reimbursable contracts
Time and materials contracts

19. Vendor Solicitation Request for Proposal (RFP)
Request for Quotation (RFQ)
Request for Information (RFI)
Invitation for Bid (IFB)
Vendor selection criteria

20. Chaptal Winery Case Study
Examine the Chaptal budget line items
Do you agree?
How were the line items derived?

21. End of Chapter Review Q&A Instructor Hand-out Q&A
Go over end-of-chapter review questions
Instructor to hand out additional questions (POP QUIZ TIME!)

22. Next Steps For this session: For next session
Know the three types of resources used on a project
Understand how to create a Responsibility Assignment Matrix
Know how to create a Project Organization Chart and Roles and Responsibilities Worksheet
Know how to plan for risks, and what questions to ask
Know how to respond to risks
Understand how Procurement Planning is preformed
Know the types of contracts
Know how to solicit for vendors
For next session
Read Chapter 7 and complete the end of chapter review questions.
Work through the continuation of the Chaptal Winery case study found at the end of Chapter 7