Page 26 - Guide Book

Project Phase 2:
Planning
What to think about
PRIMARY FOCUS AND OBJECTIVES
PROJECT PLAN
1. Identify project activities/tasks
2. Estimate duration
3. Estimate resources
4. Sequence activities
5. Balance plan
6. Identify milestone/stage gates
7. Create milestone tracker
8. Create level 3 project plan
RISK
1. Create RAID log
2. Conduct initial risk workshop
3. Identify mitigation strategies
4. Update RAID log post workshop
COMMUNICATION
1. Communication plan
2. Meeting & tier process
3. Quad of aims for all meetings
4. Meeting agendas
5. Initial business readiness survey
6. Project dashboard
THINGS TO CONSIDER
BUSINESS READINESS
1. Change impact assessment 2. High level training plan
COMMUNICATION
1. User requirement specification
QUALITY
1. Identify quality standards
2. Agree site procedures to be used 3. Define quality control process
4. Define change control process
(if relevant)
PROCUREMENT
1. Engage relevant supply chain team 2. Engage relevant legal team
3. Define how suppliers will be
identified
4. Define purchasing process
5. Define supplier evaluation criteria
6. Define supplier performance criteria
IT
1. IT architecture (if required)
CONTINUE WORK FROM
IDENTIFICATION PHASE
SCOPE
1. Identify customer requirements 2. Scope statement
3. Scope work breakdown structure 4. Update project charter
STAKEHOLDERS
1. Review stakeholder analysis
PEOPLE
1. Identify roles and skills 2. Acquire team members 3. Agree reporting lines
4. Create project org. chart 5. Create RACI chart
6. Update objectives 7. Assess training
8. Availability tracker 9. Project team offices
FINANCE
1. Generate cost estimates 2. Align budget to WBS
3. Agree authorization matrix 4. Create finance tracker
5. Create project timesheets
6. Expenditure proposal/A3 (if needed))
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