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5 Secrets of Project Scheduling - A PMO Approach

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    The Five Secrets of Project Scheduling

    A PMO Approach

    Michelle Colodzin

    PMP, PMI-SP, MCTS, MS Project Black Belt

    MetaVista Consulting Group

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    Introduction

    What is a good project schedule?

    A good project schedule is one that accurately models the work of theproject, encapsulates the full scope and nothing extra and whichmaintains a consistent and appropriate level of detail

    How is a good schedule built and maintained? The Five Secrets of Project Scheduling provide a framework and

    methodology for consistently producing and maintaining good projectschedules

    How can a good schedule improve project performance? A good schedule can provide advanced warning of possible schedule

    slippage, resource issues, cost overruns and general project risksgiving the project manager time to avoid or mitigate potential problems

    What is the role of the PMO in developing and maintaining goodproject schedules? The PMO can develop, champion and support good scheduling

    practices, provide templates, train schedulers and project managers andperform project and portfolio analysis on an organization-wide basis

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    The Five Secrets of Project Scheduling

    The Five Secrets of Project Scheduling are five factors(or secrets) that when used together will help project

    managers and project schedulers consistently produce

    and maintain good project schedules

    These secrets are not new concepts - they provide a

    context, framework and methodology, which when

    followed consistently, result in better project schedules

    that are easier to maintain and analyze

    Taking full advantage of these secrets requires a

    centralized group such as a PMO - overseeing and

    enforcing their use throughout the organization

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    The Five Secrets of Project Scheduling

    1. Create deliverables-based project schedules

    2. Determine the appropriate level of detail

    3. Implement a regular status update and reportingprocess

    4. Review and adjust the schedule regularly

    5. Create and follow project scheduling standards

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    Secret # 1

    Create Deliverables-based Project Schedules

    Deliverables vs. Activities Deliverables are products produced by a project all

    projects have deliverables

    Deliverables are tangible: documentation, physical computer

    hardware, application accessible by users, etc.

    Activities are performed by team members in order to

    create a deliverable

    Activities consist of one or more tasks: gather system

    requirements, install hardware, install software, test systemaccess and features

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    Secret # 2

    Determine the Appropriate Level of Detail

    The best project schedules are those which contain all ofthe required information and nothing more

    There must be sufficient detail to accurately track and manage theprojects activities and deliverables

    There must not be so much detail that the schedule becomesunmanageable

    Since each project is unique there is no single level ofdetail that is appropriate for all projects or projectschedules

    The level of detail required for a particular project must bedefined prior to the start of scheduling and followedconsistently throughout the life of the project

    S #

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    Secret # 3

    Implement a Regular Schedule Status Update and

    Reporting Process

    A project schedule must be updated regularly to ensure

    ongoing integrity and to enable monitoring of project

    progress

    The project scheduler is responsible for determining how

    to gather task status information, how often the information

    will be collected and the method for collecting and

    validating the information

    The first step in developing a regular update and reporting

    process is to work with the project manager and key

    stakeholders to determine the reporting requirements and

    expectations

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    Secret # 4

    Review and Adjust the Schedule Regularly

    A good project schedule must not be static - it must reflectactual changes occurring on the project

    All projects experience unexpected events successfulprojects have a process for incorporating these events into

    the project schedule

    All projects should establish and follow a schedule changecontrol process

    For smaller projects, this may be informal and occur on an as-needed basis

    For larger projects, this must be formal and occur regularly

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    Secret # 5

    Create and Follow Scheduling Standards

    The use of scheduling standards can significantly reduce

    the time required and eliminate some of the complexity

    involved in developing a realistic and maintainable project

    schedule.

    Scheduling standards help ensure consistency when

    schedules are created by multiple schedulers and/or

    project managers.

    Scheduling standards provide the PMO with objective

    measures to evaluate, monitor and provide feedback on

    specific schedules and scheduling practices

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    What Are Scheduling Standards?

    Scheduling standards are specific guidelines forcreating and maintaining project schedules within asingle or multiple related organizations

    Scheduling standards are created or adopted by anorganization (such as a PMO) which thenchampions, supports and monitors their use withinthe project schedules developed for projects undertheir sphere of influence or control.

    It is a good practice to base specific schedulingstandards on an industry-accepted documents suchas the PMICOS standard and/or industry-acceptedbest practices.

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    Why Follow Scheduling Standards?

    They contribute to the development of realisticand manageable project schedules

    They help ensure consistency in the structure

    and level of detail across project schedules

    They help ensure that the information reported is

    more easily compared and leveraged

    They help ensure consistency in schedule-

    related processes (such as reporting and

    change control)

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    The Role of the PMO in Project

    Scheduling The PMO can by a key enabler of good project scheduling the

    more active and widespread the influence of the PMO the betterthe results from a centralized approach to scheduling

    Key PMO Responsibilities related to scheduling:

    Define, document and enforce scheduling standards Define, document and enforce schedule-related processes

    Length of reporting cycle

    Triggers and/or time interval for reviewing and updating schedules

    Specific reports to be submitted to the PMO

    Develop and distribute tools and templates whenever possible

    Train project managers in scheduling practices and tools

    If possible, centralize scheduling services within the PMO and providescheduling resources to projects

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    The Benefits of an Active PMO in

    Project Scheduling The PMO can by a key enabler of good project

    scheduling practices the more active and widespreadthe influence of the PMO the more likely projectperformance and success rates will improve throughoutthe organization

    Use of standard practices, tools and templates reducesthe time required to create and maintain projectschedules

    Standard processes help facilitate the ongoing captureand application of lessons learned across theorganization

    Standard report formats and content enable faster andmore accurate comparison of status and issues acrossmultiple projects this is vital for organizations doingportfolio management

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    Using the Five Secrets for the First Time

    When implementing these secrets for the first time: start small and focus on the strengths of the

    organization

    Develop a small set of scheduling standards,

    simple processes, tools and templates

    Capture lessons learned and build a repository

    where schedulers and project managers can:

    document and share their experiences and knowledge Store and retrieve schedules which worked well in

    similar situations

    build and share new processes, tools and templates

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    Conclusion

    These secrets are not new concepts however, many

    organizations overlook or downplay their importance

    Using the five secrets requires discipline and consistency

    this can best be provided through a PMO

    Developing, championing and managing scheduling

    processes through a PMO:

    accelerates organizational learning improves schedule quality

    improves the likelihood of project success throughout an

    organization

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    For further information contact

    Michelle Colodzin via e-mail or phone

    [email protected]


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