cc5001 planning tools part 1 2012

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    Planning Stage

    &

    Planning Tools and Techniques

    1

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    Planning StageEstimating

    Scheduling

    Resources Dependencies

    Milestones

    Outputs

    2

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    Scheduling Setting out all project activities & tasks logically so

    dependencies & resource constraints are satisfied

    The project schedule is constrained by:

    Resource availability

    Logical dependencies

    Milestone constraints

    3

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    Resources Resource availability affects task schedule

    Ensure the right resources are used

    Ensure resources are used efficiently

    Affects cost, quality and time

    Relationship between these is not linear

    (see Brooks, 1995)

    4

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    Resources Human

    Other

    Equipment

    Tools

    Office space

    Information

    Raw materials

    and so on ...

    5

    5

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    ResourcesEnsure the person allocated to the task:

    Understandstheir role

    Has the correct skills

    Has the necessary authority

    Has access to other necessary resources

    Understands the role of others in the task

    (QA, management, etc.)

    6

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    Responsibility matrix

    Person A B C D E F

    Activity

    Content I I I R I SDesign S P I R

    Print I R S

    Distribution R P I

    I - input S - sign off

    R - review P - participant

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    DependenciesLogical relationships between tasks

    start-to-start

    start-to-finish finish-to-start

    finish-to-finish

    8

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    DependenciesFinish-to-start is common

    task A must finish before task B can start

    may include lag (delay) and lead (overlap) timesin finish-to-start dependencies

    9

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    Dependencies Other constraints on tasks:

    task cannot start before a specific date

    task must finish by a specific date

    task must start on a specific date

    task must start as soon as possible

    task must start as late as possible

    task must run in parallel with another task

    task must wait X days after another task ends caution: these may be consecutive working days

    10

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    Milestones Milestones

    significant events in the project plan

    normally correspond to key deliverables

    milestones and dates are agreed with key stakeholders at

    the baseline plan stage

    milestones often become fixed

    11

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    12

    1212

    Scheduling

    Tasks must be scheduled to satisfy all constraints, logicaldependencies and milestone dates

    There are tools to help achieve this

    Project schedule must also be stable

    Small disruptionsto tasks must not have significantimpact on the whole schedule

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    Outputs Baseline plan

    descriptions supporting the schedule

    (more than diagrams or lists of tasks )

    activities

    resources

    cost

    quality

    risk

    configuration

    13

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    Outputs Baseline plan highlights project milestones

    Plan sign-off

    could be limited number of milestones at a time

    Phased approach

    Reduces risk

    Allows further decision points

    14

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    Any Questions?

    15

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    Planning Tools and Techniques

    Planning tools

    Network diagrams

    Critical path method

    PERT analysis

    Gantt charts

    Resource histogram

    Containment of risk

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    Network diagrams

    Powerful tools to represent and optimise

    complex schedules

    Not as intuitive as Gantt charts (see later)

    Planning rather management reporting tool Two main formats:

    Activity on Arrow (A-o-A)

    Activity on Node (A-o-N)

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    Activity on Arrow

    The network consists of nodes and arrows

    Each node represents an event

    Each arrow startsand endsat an event

    Each arrow represents an activity Arrows and nodes are uniquely labelled

    Arrows point from left to right (indicating time)

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    20

    10 20A

    2

    Activity A runs from event 10 to

    event 20 and has a duration of 2time units.

    Activity on Arrow

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    Activity on Arrow

    10 20 50 70 80

    30 40

    60

    A

    2

    B

    4

    D

    3

    C

    5

    E

    2 F

    3G

    3

    H

    7

    I

    3

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    Activity on Node

    The network consists of nodes and arrows

    Each node represents an activity

    Each arrow represents a logical dependency

    between activities

    Can represent different dependencies

    Different conventions are used

    Arrows can include a time lag

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    Activity on Node

    Task 1

    10 days

    Task 2

    5 days

    3 Finish-to-start

    dependency

    3 days lag

    Task 1

    10 days

    Task 25 days

    Start-to-start

    dependency

    4 days lag4

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    Activity on Node

    task 3

    3 8 days

    Tue 21/0 Thu 30/0

    task 1

    1 4 days

    Fri 10/03 Wed 15/

    task 2

    2 3 days

    Thu 16/0 Mon 20/

    MS Projects convention for A-o-N

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    Critical path method

    Either A-o-N or A-o-A networks can be

    used to calculate the critical path

    We will use A-o-A terminology

    A-o-N method looks slightly different, but

    the result is the same!

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    Critical path method

    Earliest Event Time (EET): Earliest time an event can occur

    Equal to the earliest time all activities leading into the eventcan be completed

    Determines the earliest time any activity leading from the

    event can start

    Latest Event Time (LET): Latest time an event can occur (and still complete the project

    in the shortest possible time)

    Greater than or equal to the earliest event time

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    Critical path method Notes:

    two passes through network diagram

    first pass to calculate EETs, left to right

    second pass to calculate LETs, right to left

    cannot have LET earlier than EET - by definition

    cannot have negative times for EETs and LETs

    start time of project will be zero (EET=LET=0)

    finish time of project will have EET=LET

    27

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    Critical path method

    Some definitions Floatis the difference between LET and EET: Float = LET - EET

    Slack is slightly different from float, but the terms are often used in

    the same way

    Float is always greater than or equal to zero

    The critical path is the sequence of activities with zero float

    The critical path is the longest paththrough the network, but the

    shortest time in which the project can be completed

    The critical path must go all the way through the network diagram

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    Critical path method

    10

    020

    250

    70 80

    30 40

    60

    A

    2

    B4

    D

    3

    C

    5

    E

    2F3

    G

    3

    H7

    I

    3

    EET

    EET 0 plus duration 2

    gives EET 2 for the

    next activities B, C & D

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    Critical path method

    10

    020

    250

    770 80

    30

    6

    40

    60

    5

    A

    2

    B4

    D

    3

    C

    5

    E

    2F3

    G

    3

    H7

    I

    3

    EET

    EET 2 plus duration 3

    gives EET 5 for the

    next activity H

    EET 2 plus duration 5

    gives EET 7 for the

    next activity G

    EET 2 plus duration 4

    gives EET 6 for the

    next activity E

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    Critical path method

    10

    020

    250

    770

    1280

    30

    6

    40

    8

    60

    5

    A

    2

    B4

    D

    3

    C

    5

    E

    2F3

    G

    3

    H7

    I

    3

    EET

    From H, EET 5 plus

    duration 7 gives EET 12

    for the next activity I

    From G, EET 7 plus

    duration 3 gives EET 10

    for the next activity I

    From F, EET 8 plus

    duration 3 gives EET 11

    for the next activity I

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    Critical path method

    10

    020

    250

    770

    1280

    15

    30

    6

    40

    8

    60

    5

    A

    2

    B4

    D

    3

    C

    5

    E

    2F3

    G

    3

    H7

    I

    3

    EET

    Choose the latestEET;need to wait until longest

    activity has finished

    EET 12 plus

    duration 3 gives

    15 for the end

    of the project

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    Critical path method: table

    Activity Duration EET LET Float/Slack

    A 2 0

    B 4 2

    C 5 2

    D 3 2E 2 6

    F 3 8

    G 3 7

    H 7 5

    I 3 12

    33

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    Critical path method

    10

    020

    250

    770

    12,1280

    15,15

    30

    6

    40

    8

    60

    5

    A

    2

    B4

    D

    3

    C

    5

    E

    2

    F3G

    3

    H

    7

    I

    3

    EETLET

    LET 15 minus duration 3

    gives LET 12 for activity I

    LET = EET

    for the end of the project

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    Critical path method

    10

    020

    250

    7,970

    12,1280

    15,15

    30

    6

    40

    8,9

    60

    5,5

    A

    2

    B4

    D

    3

    C

    5

    E

    2

    F3G

    3

    H

    7

    I

    3

    EETLET

    LET 12 minus duration 3

    gives LET 9 for activity F

    LET 1 minus duration 3

    gives LET 9 for activity GLET 12 minus duration 7

    gives LET 5 for activity H

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    Critical path method

    10

    020

    2,250

    7,970

    12,1280

    15,15

    30

    6,7

    40

    8,9

    60

    5,5

    A

    2

    B4

    D

    3

    C

    5

    E

    2

    F3G

    3

    H

    7

    I

    3

    EETLET

    LET 7 minus duration 4

    gives LET 3 for activity B

    LET 9 minus duration 5

    gives LET 4 for activity C

    LET 5 minus duration 3

    gives LET 2 for activity D

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    Critical path method

    10

    020

    2,250

    7,970

    12,1280

    15,15

    30

    6,7

    40

    8,9

    60

    5,5

    A

    2

    B4

    D

    3

    C

    5

    E

    2

    F3G

    3

    H

    7

    I

    3

    EETLET

    Choose the earliestLETso that the longest activity will

    have enough time to finish

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    Critical path method

    10

    0,020

    2,250

    7,970

    12,1280

    15,15

    30

    6,7

    40

    8,9

    60

    5,5

    A

    2

    B4

    D

    3

    C

    5

    E

    2

    F3G

    3

    H

    7

    I

    3

    EETLET

    LET 2 minus duration 2

    gives LET 0 for the

    start of the project

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    Critical path method: table

    Activity Duration EET LET Float/Slack

    A 2 0 0

    B 4 2 2 or 3

    C 5 2 2 or 4

    D 3 2 2E 2 6 7

    F 3 8 9

    G 3 7 9

    H 7 5 5

    I 3 12 12

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    40

    Critical path method

    10

    0,020

    2,250

    7,970

    12,1280

    15,15

    30

    6,7

    40

    8,9

    60

    5,5

    A

    2

    B4

    D

    3

    C

    5

    E

    2F3

    G

    3

    H7

    I

    3

    EETLET

    Critical path

    The longest paththrough the network is

    the shortest timethe project can take

    The critical path is the path with

    zero float; anydelay will meanthe whole projectwill be late

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    Critical path method: table

    Activity Duration EET LET Float/Slack

    A 2 0 0 00

    B 4 2 2 or 3 1

    C 5 2 2 or 4 2

    D 3 2 2 00E 2 6 7 1

    F 3 8 9 1

    G 3 7 9 2

    H 7 5 5 00

    I 3 12 12 00

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    Network diagrams & CPM

    check out the suggestions for further reading

    try out the tasks (including past exam papers)

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    References & further reading

    Bentley C (1997) PRINCE 2: A Practical Handbook

    Oxford: Butterworth-Heinemann

    Brooks F. (1995) The Mythical Man-Month (Anniversary

    Edition), Harlow: Addison-Wesley Burke R (1999). Project Management: Planning and

    Control Techniques, Chichester: Wiley

    Central Computer & Telecommunications Agency (1997)

    PRINCE 2: An Outline, London: The Stationery Office

    Field M & Keller L (1998) Project Management, Oxford:International Thomson Business Press