1. Project Management Process Project Description Team Mission/ Assignment Major Milestones Boundaries Team Identification Measures of Success Roles & Responsibilities Operating Guidelines Work Breakdown Structure (WBS) / Master Deliverables List (MDL) Task Planning & Scheduling Budget Risk Planning Communication Plan Change Management Plan Quality (QA/QC) Plan Transition & Closure Plan Project Team Commitment Management Endorsement Implement Transition Plan Review Lessons Learned Reward & Recognize Archive Continuous Communication Managing Scope, Schedule & Budget Manage Risks Manage Change Communicate Progress Issues Lessons Learned Initiate & Align Endorse the Plan Work the Plan Transition & Closure Plan the Work

2. INITIATE & ALIGN Initiate & Align Endorse the Plan Work the Plan Transition & Closure Plan the Work Project Description Team Mission/ Assignment Major Milestones Boundaries Team Identification Measures of Success Roles & Responsibilities Operating Guidelines

3. INITIATE & ALIGN Initiate the Project Region or Organizational Management Project Description Team Mission/Assignment Major Milestones Boundaries

4. INITIATE & ALIGN Align the Team The basis for establishing a common understanding of roles and responsibilities. Team Member Identification Team Roles and Responsibilities Measures of Success Operating Guidelines

5. INITIATE & ALIGN Initiate the Project Region or Organizational Management Project Description Team Mission/Assignment Major Milestones Boundaries

6. INITIATE & ALIGN Project Description Formal statement defining purpose and need for the product or outcome the project is intended to produce Project Definition Form CPMS

7. INITIATE & ALIGN Project Definition  Initiate & Align Worksheet Template  Sample Initiate & Align Worksheets Completed Project Description INPUT TOOLS PRODUCTS Project Description

8. INITIATE & ALIGN Project Description Steps 1.Review needs, goals, products & outcomes 2.Identify team members 3.Review with Region/Organizational Management 4.Begin Initiate & Align Worksheet

9. INITIATE & ALIGN Project Description Characteristics End result, capable of being seen “Project” objective Common Goal Positive terms

10. INITIATE & ALIGN Project Description Benefits Work Planning and Organization

11. INITIATE & ALIGN Project Description Benefits Employee Development

12. INITIATE & ALIGN Project Description Benefits Leadership

13. INITIATE & ALIGN Initiate the Project Region or Organizational Management Project Description Team Mission/Assignment Major Milestones Boundaries

14. INITIATE & ALIGN Team Mission / Assignment An expansion of the Project Description and describes the overall actions the project team will take to accomplish its portion of the project

15. INITIATE & ALIGN Project Definition  Initiate & Align Worksheet Template  Sample Initiate & Align Worksheets Completed Team Mission / Assignment INPUT TOOLS PRODUCTS Team Mission / Assignment

16. INITIATE & ALIGN Team Mission / Assignment Steps 1.Review Project Description 2.Define Major Activities 3.Review with key team members 4.Review with Region/Organizational Management

17. INITIATE & ALIGN Team Mission Assignment Specific work the Project Team will perform for the approved work order

18. INITIATE & ALIGN Team Mission Assignment

19. INITIATE & ALIGN Team Mission Assignment

20. INITIATE & ALIGN Team Mission Assignment

21. INITIATE & ALIGN Initiate the Project Region or Organizational Management Project Description Team Mission/Assignment Major Milestones Boundaries

22. INITIATE & ALIGN Major Milestones MILESTONE: A significant event in the project schedule, such as an event restraining future work or marking the completion of a major deliverable. A schedule milestone has zero duration.

23. INITIATE & ALIGN Major Milestones Preconstruction Project Definition Complete Begin Preliminary Engineering Environmental Documentation Complete Right of Way Certification Advertisement (Ad Date)

24. INITIATE & ALIGN Major Milestones Construction Bid Opening Award Execution Construction Start Operationally Complete Final Contract Completion

25. INITIATE & ALIGN CPMS Dates Project Description Team Mission / Assignment  Initiate & Align Worksheet Template  Sample Initiate & Align Worksheets Major Milestones Reviewed INPUTS TOOLS PRODUCTS Major Milestones

26. INITIATE & ALIGN Major Milestones Steps: 1.Project Manager reviews CPMS for specific milestones 2.Project Manager reviews Major Milestones with project team 3.Project team determines activities critical to success

27. INITIATE & ALIGN Major Milestones Steps: 4.Project team identifies risks and impacts of failure to meet milestone dates 5.Project Manager reviews Major Milestones with Region/Organizational Management 6.Project Manager documents Major Milestones on Initiate and Align Worksheet

28. INITIATE & ALIGN Major Milestones Critical Activity / Task

29. INITIATE & ALIGN Initiate the Project Region or Organizational Management Project Description Team Mission/Assignment Major Milestones Boundaries

30. INITIATE & ALIGN Boundaries The limits of the project with regard to Project Team responsibility and authority Physical boundaries (SR#, MP to MP, etc) Operation limitations (funding, regulatory, legal, etc)

31. INITIATE & ALIGN Boundaries “Triple Constraints Theory” or “Trade Off Triangle” SCOPE BUDGET SCHEDULE Q PROJECT RISK

32. INITIATE & ALIGN Boundaries “Prioritize, Optimize, Accept” SCOPE BUDGET SCHEDULE Q PROJECT RISK

33. INITIATE & ALIGN CPMS Project Description Team Mission / Assignment Major Milestones  Initiate & Align Worksheet Template  Sample Initiate & Align Worksheets Project Boundaries established INPUTS TOOLS PRODUCTS Boundaries

34. INITIATE & ALIGN Boundaries Steps: 1.Review CPMS data 2.Set “draft” boundaries for project team to review and plan.

35. INITIATE & ALIGN Boundaries Steps: 3.Review Draft Boundaries with Region / Organization Management Validate boundaries “Fixed” vs. “flexible” (prioritize, optimize, accept) Acceptable variation ranges Plan for change

36. INITIATE & ALIGN Boundaries Steps: 4.Enter boundaries and documentation to Initiate & Align Worksheet 5.Incorporate boundaries into all subsequent planning activities

37. INITIATE & ALIGN Align the Team The basis for establishing a common understanding of roles and responsibilities. Team Member Identification Team Roles and Responsibilities Measures of Success Operating Guidelines

38. INITIATE & ALIGN Team Member Identification Identifying the Project Delivery Team needed to accomplish the work assigned. Specialty Groups Consultants Contractors Others (vendors, etc.)

39. INITIATE & ALIGN CPMS Project Description Team Mission / Assignment Major Milestones Boundaries  Initiate & Align Worksheet Template  Sample Initiate & Align Worksheets Team Identification INPUTS TOOLS PRODUCT Team Member Identification

40. INITIATE & ALIGN Project (Project Manager)  Manager Team Member Identification

41. INITIATE & ALIGN Team Member Identification Steps: 1.Review project description, identify skills required 2.Work with functional managers to identify, schedule, and commit appropriate staff 3.Identify consultant/contractor services required 4.Define the Project Organization (Project TOs)

42. INITIATE & ALIGN Align the Team The basis for establishing a common understanding of roles and responsibilities. Team Member Identification Team Roles and Responsibilities Measures of Success Operating Guidelines

43. INITIATE & ALIGN Team Roles and Responsibilities “Who will do what?” _______ – specific titles or positions Role

44. INITIATE & ALIGN Team Roles and Responsibilities “Who will do what?” ________________ – deliverables or products expected of Team members Responsibilities

45. INITIATE & ALIGN Project Description Team Mission / Assignment Major Milestones Boundaries Team Identification  Initiate & Align Worksheet Template  Sample Initiate & Align Worksheets Roles & Responsibilities Identified INPUTS TOOLS PRODUCT Team Roles and Responsibilities

46. INITIATE & ALIGN Team Roles and Responsibilities Steps: 1.The Project Manager collaborates with the project team to identify individual roles. 2.Review and determine individual and team responsibilities and the corresponding authority.

47. INITIATE & ALIGN WSDOT Basic Project Responsibilities Region / Organizational Management Ensure Project Management Knowledge Know project status Plan and provide appropriate resources Review and Endorse Project Management Plan

48. INITIATE & ALIGN WSDOT Basic Project Responsibilities Project Managers Plan and provide resources Lead Project Management Process Develop Project Management Plan

49. INITIATE & ALIGN WSDOT Basic Project Responsibilities Project Team Members Endorse & implement Project Management Plan Perform roles and responsibilities Provide estimates to Project Manager (SG) Review Project Management Plan (HQ)

50. INITIATE & ALIGN Align the Team The basis for establishing a common understanding of roles and responsibilities. Team Member Identification Team Roles and Responsibilities Measures of Success Operating Guidelines

51. INITIATE & ALIGN Measures of Success Indicators or metrics used to assess progress – reviewed at regular intervals during the project

52. INITIATE & ALIGN Project Description Team Mission / Assignment Major Milestones Boundaries Team Identification Roles/Responsibilities  Initiate & Align Worksheet Template  Sample Initiate & Align Worksheets Measures of Success INPUTS TOOLS PRODUCT Measures of Success

53. INITIATE & ALIGN Measures of Success Steps: 1.Identify Critical Success Factors 2.Review Critical Success Factors with Region / Organizational Management 3.Identify corresponding Measures of Success 4.Define values that will be monitored and reported

54. INITIATE & ALIGN Measures of Success Steps: 5.Document Measures of Success on Initiate and Align Worksheet 6.Develop methods and assignments for monitoring and reporting Measures of Success. 7.Review with project team

55. INITIATE & ALIGN Align the Team The basis for establishing a common understanding of roles and responsibilities. Team Member Identification Team Roles and Responsibilities Measures of Success Operating Guidelines

56. INITIATE & ALIGN Operating Guidelines Specific processes and rules the Team will use to maintain cohesiveness and effectiveness. Team Decision-Making Process Team Meetings Communication Team Performance Measures Team Issues and Conflict Resolution

57. INITIATE & ALIGN Project Description Team Mission / Assignment Major Milestones Boundaries Team Identification Roles/Responsibilities Measures of Success  Initiate & Align Worksheet Template  Sample Initiate & Align Worksheets Team Operating Guidelines INPUTS TOOLS PRODUCT Operating Guidelines

58. INITIATE & ALIGN Team Alignment Building the foundation of cooperation Forming a cohesive, effective unit

59. INITIATE & ALIGN Team Performance Levels Forming Storming Norming Performing Excelling Group of Individuals Mostly Doing Their Own Thing ? Individuals That Agree to Work As a Team Planning Initiate & Align Work Planning Endorsement Execution Good! Individuals That Excel in Their Teamwork Managing Change, Measuring Performance & Developing/Sustaining Team Award of Excellence

60. INITIATE & ALIGN Continuous Communication

61. INITIATE & ALIGN Continuous Communication is the Key!