Project Management Essentials

DRAFT for discussion only

Our Approach to the Workshop
Leading
Discussion Tools & Usage Case Activity
Practices

We will introduce the We will discuss leading A deep dive into tools You will team up and
module topic with an
practices in Project show you the relevance apply leading practices
initial discussion on the
Management and and application method and tools to a case study
topic’s relevance
identify elements that for each tool example
will help us succeed in
the field

Summary &
Objectives Knowledge
Check Reflection

Each module begins with Knowledge checks after A concise summary

objectives to ensure you each leading practice helps you solidify key
understand what we will section help you retain takeaways from the
learn foundational information module and reflection
provides an opportunity
to discuss how you will
apply PM skills

2
Course Agenda – Day 1
Topic Description
• Project Design Overview
• Project Planning Matrix
Module 1: Project Design
• Logic Structure
• Work Breakdown Structure (WBS)
• Project Planning Overview
Module 2: Project Planning • Activity Planning
• Network Analysis
• Resource Planning & Budgeting Overview
Module 3: Resource Planning & Budgeting • Cost Management
• Budgeting

3
Course Agenda – Day 2
Topic Description
• Risk Management Overview
Module 4: Risk Management
• Risk Management Lifecycle

• Stakeholder Management Overview

Module 5: Stakeholder Management
• Stakeholder Analysis
• Implementation Management Overview
• Implementation Tracking
Module 6: Implementation Management
• Monitoring Implementation Activities
• Closing-Out Implementation Activities
• Training Recap
Wrap-up & Evaluation
• Final Remarks

4
Module 1: Project Design
 Project Design
The Project Design Module includes both the Logic Model and Work Breakdown
Structure

Logic Model Work Breakdown Structure

Each unit incorporates a holistic learning approach with the following key components:

Introduction Leading Tools & Case Summary

& Objectives Practices Usage Activity Reflection

6
Project Design Learning Objectives

After This Unit, You Can:

• Understand the key steps in Project Design

• Identify the components of a Logic Model and their relationship

• Put the Logic Model in the context of Project Management

• Define a Work Breakdown Structure (WBS) and list the steps to create one

• Explain why the WBS is the foundation of a project

• Use the Logic Model and WBS Templates in a real-life situation

7
The Project Planning Matrix

The PPM is the Overview of the Project

Hierarchy of Means of External Factors

Indicators
Objectives Verification (Assumptions, Risk)
Effects

Development Impact Source of

Objective Indicators Information
Results

Project
Outcome Source of
Development Assumptions, Risks
Indicators Information
Objective
Service / Product

Output Source of
Outputs Assumptions, Risks
Delivery

Indicators Information

Activities Resources Inputs Assumptions, Risks

9
 The Logic Model – The Intervention Logic
The five core components of the Logic Model include Inputs, Activities, Output,
Outcome, and Impact

Opportunity to Increase Efficiency Opportunity to Increase Effectiveness

5. Inputs 4. Activities 3. Output 2. Outcome 1. Impact

Resources associated Actions taken to The delivered The objective the The effect of the
with the project produce results services that result project is project on the
(i.e. what will it from a series of designed to broader environment
cost to deliver the activities contribute to
project?)

Performance Indicators

10
WBS Template
The WBS template should be used to capture 100% of the work defined by the
project scope, and to capture all deliverables

5. Inputs 4. Activities 3. Output 2. Outcome 1. Impact

IMPACT
WBS Alignment
OUTCOME OUTCOME with Logic
Model
WBS WBS WBS WBS
OUTPUT OUTPUT OUTPUT OUTPUT

Activity Activity Activity Activity

Activity Activity Activity Activity

Activity Activity Activity Activity

Inputs Inputs Inputs Inputs

11
The Work Breakdown Structure (WBS)
Work Breakdown Structure (WBS) is a hierarchical breakdown of elements of the
logic model. The WBS serves to organize and define the total scope of the project

Decomposition: The subdivision of project deliverables

into smaller, more manageable components until the work
and deliverables are defined to the Activity, Sub-Activity or
Task Level

Tip: Create a WBS for the project before completing a

I Concept Note. The WBS will assist with determining the
content for the Concept Note

12
The WBS is the Foundation of the Project
WBS is the link to project design and the first project planning activity

1. What do I need to do?

WBS Refine Scope

Define
Activities

2. What do I do first? How Scheduling

long will it take?
Network
Start Finish
Diagram

3. What resources will be needed? Budgeting

Resources

13
Activity Planning Template
The Activity Planning Template helps align the logic model elements with the WBS

Link Link
Outcome Output ACTY
IMPACT to OUTCOME (OC) to OUTPUT (OP) ACTIVITY
# # #
OCs OPs

1 As-is process mapping and analysis

Reduction of time
20% private sector
OC1; to obtain new OP1;
savings OC1 OP1 Licensing Reform
OC2 license OP2

2 Process re-engineering

SUB-
PREDEC Resource
ACTY SUB-ACTIVITY Start End
E-SSORS Responsible
#
1.1 Review and analyze previous reform efforts, past efforts None Name 4/21/11 4/26/11
1.2 Mapping and diagnostics of the 6 trade and 4 non-trade None Name 4/22/11 4/27/11
1.3 Design survey re: experiences with licensing 1.2 Name 4/23/11 4/28/11
1.4 Conduct survey 1.3 Name 4/24/11 4/29/11
1.5 As-is process mapping analysis completed 1.4 Name 4/25/11 4/30/11
2.1 Identify best practices relevant to Afghan context 1.2 Name 4/26/11 5/1/11
2.2 Study as-is analysis, suggest reform proposals, set 1.2 Name 4/27/11 5/2/11
2.3 Obtain endorsement of new process by Minister of 2.2 Name 4/28/11 5/3/11
2.4 Process re-engineering complete 2.3 Name 4/29/11 5/4/11

14
Module 2: Project Planning
Project Planning Learning Objectives

After This Unit, You Can:

• Systematically identify relevant activities to achieve required outputs

• Define network analysis and its uses in project planning

• Perform a forward pass, a backward pass, and calculate a float

• Identify the critical path in your project plan

16
Activity Scheduling
Defining what goes first and how long activities take is the second step

1. What do I need to do?

WBS Refine Scope

Define
Activities

2. What do I do first? How Scheduling

long will it take?
Network
Start Finish
Diagram

3. What resources will be needed? Budgeting

Resources

17
Activity Planning Steps
Activity Planning typically includes three steps that allow the project schedule to be
created

Planning Step Description Outcome

Identify activities that Project Schedule

1. Activity
will generate project
Definition
results

Identify the order of

2. Activity
activities, considering
Sequencing
their relationship

3. Activity Estimate the time

Duration needed to complete
Estimating activities

Proper activity planning provides the framework for developing an integrated project approach and
implementation plan, ultimately allowing for the creation of the project’s Design Document

18
Defining Activities

Outputs should be decomposed into activities that allow the project to achieve the
desired impact. These activities are typically:

Estimated Managed Measured

Each activity outlined within the WBS must be complete and accurate, as it will be
leveraged to develop the project schedule.

WBS WBS WBS WBS

OUTPUT OUTPUT OUTPUT OUTPUT

Activity Activity Activity Activity

Activity Activity Activity Activity

Activity Activity Activity Activity

19
Network Diagram Template

The Network Diagram Template may be created to schematically show the

sequencing of projects

Start Finish

A completed network diagram can be used to identify the critical path of a project, which is the
series of dependent activities that determines the shortest possible duration of a project

20
Activity Duration Estimating
Consider these elements in estimating the number of work periods that will be
needed for each activity

✓ Potential and available resources and capabilities

✓ Constraints
✓ Delays and lag-times
✓ Risks and build-in reserve/contingency time
✓ Input from subject matter experts and historical information
✓ Assumptions
✓ Start and end dates for project activities

21
Tools for Activity Planning and Network Analysis
Microsoft Project is available for you to use as a Project Management tool

Microsoft Project
• Requires buying a license
• Industry standard; widely
accepted and used in the
corporate environment
• Extensive help resources online
and offline
• Does not require Java
• Excellent scheduling, resource
planning, and cost tracking tool

22
Module 3: Resource Planning &
Budgeting
Resource Planning & Budgeting Learning Objectives

After This Unit, You Can:

• Understand key restrictions to project management

• List steps involved in estimating resource requirements

• Understand elements that drive costs on a project

• Complete a resource estimation worksheet

24
Estimating Resources
The third step, estimating resources, is critical for project success

1. What do I need to do?

WBS Refine Scope

Define
Activities

2. What do I do first? How Scheduling

long will it take?
Network
Start Finish
Diagram

3. What resources will be needed? Budgeting

Resources

25
Cost Management Processes
In a competitive budgetary environment, formal cost management is a crucial
project management skill

Three interactive processes are required to manage costs effectively:

3. Control Costs
1. Estimate Costs 2. Determine Budget
(Monitoring &
(Planning) (Planning)
Controlling)

26
Costs, Budgets, and Monitoring
By spending the appropriate time estimating costs, determining the budget, and
controlling costs, the project can achieve its objectives
Estimate Costs Determine Budget Control Costs (Monitoring
(Planning) (Planning) & Controlling)

Inputs: Inputs: Inputs:

• Scope • Activity Cost Estimates • Project Management Plan
• Project Schedule • Basis of Estimates • Project Funding Requirements
• Risk Analysis • Resource Calendars • Staff and Consultant Updates
• Assumptions • Contracts
• Type/Availability of Resources • Consulting Resources Tools & Techniques:
• Forecasting
Tools & Technique: Tools & Techniques: • Performance Reviews
• Design to Budget • Cost Aggregation • Project Management Software
• Top-down Estimating • Expert Judgment
• Bottom-up Estimating • Budget Revision Outputs:
• Budget Forecasts
Output: Outputs: • Change Requests
• Activity Cost Estimates • Cost Performance Baseline • Project Management Plan Updates
• Basis of Estimates • Project Funding Requirements
• Project Document Updates • Project Document Updates

27
Estimating by Type of Resource
People and travel drive the majority of the project expenses

Estimate Activity Resources:

Estimate the type and quantities of people, travel and other project costs required for
each activity
People Travel Transportation and Other Costs Materials,
Both staff and consultants need to all other travel-related leases, and all other services
be reflected expenses or overhead

28
Types of Costs
Consider the impact of various types of costs on expense over time

Direct Costs Versus Indirect Costs

• Costs directly attributable to project work • Overhead items or costs that benefit
• Examples: team travel; salaries; cost of more than one project
materials • Examples: office support staff; use of
office space

Fixed Costs Versus Variable Costs

• Costs that do not change as production • Costs that change with the scope and
changes time spent
• Examples: leases; other pre-arranged • Examples: staff salary; consultant fees
contracts

29
Incorporating Costs within WBS
When planning your activities, consider how the various activities and WBS outputs
will effect costs and overall budget

IMPACT

OUTCOME OUTCOME

WBS WBS WBS WBS

OUTPUT OUTPUT OUTPUT OUTPUT

Activity Activity Activity Activity Consider the

costs associated
Activity Activity Activity Activity with each work
stream’s
Activity Activity Activity Activity activities

Inputs Inputs Inputs Inputs

Consider the costs associated with the inputs related to each

work stream
30
Budgeting Techniques
Various budgeting techniques can be used depending on the project

Design-to-Budget: Top-down Estimating: Bottom-up estimating:

Used when the project budget is This approach typically relies on Requires a cost estimate to be
fixed. Costs are estimated by cost histories from past projects, developed for each of the work
working backwards from the total and knowledge of the specific packages in the WBS. Then,
budget through prioritizing and parameters of those projects. once the cost of each work
assessing requirements until the package is estimated, the
project can be completed within estimates can be added together
available budget. to compile the total project cost
estimate.

While top-down estimation is a quick way to establish a baseline for the project, it is rarely sufficient
for estimating project costs and should always be accompanied with a bottom-up estimation
technique

31
Considerations for Resource Planning & Budgeting
Assumptions, risks, and external environment play a role in resource planning and
budgeting, potentially impacting total costs

Risks External Environment

Assumptions
• Decrease of supply inputs • Political tensions
• Time required
• Presence of competitors in • Economic climate
• Resource availability
similar market • Environmental regulations

Resource
Planning
and
Budgeting

32
Project Management Essentials
Day 2

DRAFT for discussion only

Course Agenda – Day 2
Topic Description
• Risk Management Overview
Module 4: Risk Management
• Risk Management Lifecycle

• Stakeholder Management Overview

Module 5: Stakeholder Management
• Stakeholder Analysis
• Implementation Management Overview
• Implementation Tracking
Module 6: Implementation Management
• Monitoring Implementation Activities
• Closing-Out Implementation Activities
• Training Recap
Wrap-up & Evaluation
• Final Remarks

34
Module 4: Risk Management
Risk Management Learning Objectives

After This Unit, You Can:

• Define risk, opportunity, and risk management

• Understand the importance of risk management

• List and define 5 general kinds of risk

• Explain the 4 steps in the risk management process

• Develop a plan to mitigate risks using a risk log

• Continually monitor and update risks over a project life cycle

36
Introduction to Risk Management

Risk is the probability of a condition or event with a negative impact on achieving a

business objectives
Risk Management is the process of identifying, assessing and managing risks so
as to avoid, mitigate, or control them

37
Identifying Potential Risks

Strategic: The potential risk of a failure to achieve WB’s strategic mission

Operational Financial Stakeholder Social and

The financial and The risk that financial Negative perception Environmental
reputational impact contributions from on the part of S&E environmental
resulting from donors and clients are stakeholders including assessment and
inadequate or failed inadequate to fund the clients, donors, management systems;
internal processes, work in line with the affected communities, labor &working
people, and systems, Board approved civil society conditions; pollution
or from external strategy organizations, or other prevention &
events relevant parties abatement; community
health & safety;
indigenous people

38
The Risk Management Lifecycle
Risk Management is a dynamic process, beginning at the planning phase of a
project, and continuing throughout the project life cycle

Risk Management is divided in four phases:

1. Risk 2. Risk 4. Risk Monitoring
Identification Assessment 3. Risk Mitigation
and Control

Assessing
Continuous
Identifying, logging probabilities and Determining
monitoring and
and classifying risks. impact to prioritize response to risks.
updating.
risks.

39
Phase 1: Risk Identification
The first step consists in identifying, logging, and classifying the risks

Identification Guidelines Documentation Guidelines

1. Brainstorm a comprehensive list – do not try to 1. State the risk and the area of impact and be as
analyze or solve at this point specific as possible

2. Use PM documents for identification 2. Use complete sentences and do not include
(WBS, work plan, stakeholder analysis) questions or action items

3. Work with your team (they will be doing the

3. Document risks based on categories consistent
work; with project and regional leadership, they
with your work
have the experience) to identify risks

Low Capacity of Client Implementation Teams

Low Commitment of Key Client Groups

Competition for Qualified Individuals

Inability to Maintain Momentum

Failure to Scale Pilot Projects

40
Phase 2: Risk Assessment
The second step consists of assessing risk probability and impact in order to
prioritize risks
Mapping

Probability of Risk
Assessment Guidelines
1. Assess probability of risk occurring
2. Assess impact of risk occurring
3. Determine appropriate risk quadrant
4. Assess stakeholders involved (bubble
size)
Impact of Risk Occurring
5. Determine risk priority
• The size of the bubble indicates the
level of influence of resources involved
• The location indicates the level of
influence and impact
• The color indicates group category

41
Phase 3: Risk Mitigation
The third step is determining a response to risks

Avoid Eliminate the threat by eliminating the cause

Mitigate Reduce the probability or impact of the risk
Accept & Budget Accept the risk and budget for contingencies
Transfer Seek outside responsibility for risk management (outsource)

42
Phase 4: Risk Monitoring & Control
The final step, monitoring and controlling risk, requires ongoing discipline of
execution

Risk Monitoring & Control

1. Execute
Continuous
2. Evaluate Execution

3. Document

43
Risk Management Log
A Risk Management Log encapsulates the risk management process throughout
the project lifecycle and should be constantly updated

Identification Assessment
Created Probability
Risk # Description Created By Type Impact Severity Score Priority
On (Likelihood)
SAMPLE 10/30/09 Financial 5 4 High 20 High

Finding resources of the right Project

SAMPLE 8/11/09 Operational 4 3 Medium 12 High
skill set might be difficult Team Lead

SAMPLE 11/7/09 2 2 Low 4 Low

Mitigation Control
Risk Assigned Date Low = 0-5
Action to be Taken Status
Response To Due
Medium = 6-12
Mitigate Cancelled Risk Severity
Establish relationship with Scoring:
professional Associations and High = 13-25
Avoid John Smith 4/2/10 In Progress
universities to access pool of
potential candidates.

44
Module 5: Stakeholder Management
Stakeholder Management Learning Objectives

After This Unit, You Can:

• Define stakeholder and stakeholder engagement/management

• List and explain the steps for conducting a stakeholder analysis

• Define the strategies to manage stakeholders in your project

• List and explain the steps involved in creating a communication plan

46
Overview of Key Terms
Stakeholders are individuals, groups, and organizations that will impact or be
impacted by the implementation of the project

Stakeholder Management is a structured approach to identifying and handling all aspects of

stakeholder involvement and participation in the project.

Stakeholder Engagement is a continuous process of actively developing and building

relationships with stakeholders throughout the life of the project.

Common Stakeholders:
• Project sponsor(s) or donor(s)
• Local consultants / academic institutions
• Clients, beneficiaries, and NGOs
• CMU, GP, and CCSA
• WBG colleagues
• Other (e.g. media outlets)

47
Stakeholder Analysis
Stakeholder analysis is the process of identifying and assessing the potential impact
of stakeholders on the project

Key Activities Key Outcomes

• Determine who is important to the
project’s success
• Develop enhanced relationships
• Identify the stakeholder’s potential effect
on the project • Define clear assumptions &
potential risks
• Identify potential risks or project
roadblocks • Manage expectations of
engagement
• Determine how to best involve
stakeholders

48
Step 1: Identify Potential Stakeholders
The first step is to determine all people, groups, and institutions that will affect, or be
affected, by the project
• CMU, GP, and CCSA
• WBG Science of Delivery Team
WBG
• Global / Regional / Engagement Leads
• Facilitators, Coaches, and Change Specialists

• Ministry of Finance
Clients • Ministry of Infrastructure
One approach
is to think in • MD of Partner Bank
terms of
categories
and then list
your key Donors & • Local Consultants
stakeholders Partners • Academic Institutions

• Civil Society
Beneficiaries • Community Groups
& Other • Press
• Private Sector Organisations
49
Step 2: Assess Stakeholder Connection to a Project
Each stakeholder will be able to impact a project and, therefore, it is important to
identify and manage their level of influence

Relationship Description

Stakeholder has a stake in the project and the degree to

Interest
which the project impacts the particular stakeholder

Extent of involvement in the project and ability to make

Influence
decisions that will impact the project

Stakeholder's attitude towards the project, whether they are

Support
likely to view the project positively or negatively

50
Step 3: Determine Stakeholder Engagement Strategy
The strategy for stakeholder management is defined based on influence and
interest
High
Influence

Involve as needed Enlist Help, Support, and Lead

Design ways to engage These individuals should be our
individuals who support the champions and leaders in
project and address the communicating key messages;
concerns of those who do not if they are not we should spend
significant effort to align them
Low High
Interest Interest
Keep Informed Address Concerns and Engage
These individuals need This group is the one impacted
only to be kept abreast of most and should be
program or respond to communicated consistently to
inquiries as appropriate address their concerns

Low
Influence 51
 Step 4: Document Relationship with Stakeholders
Ensure the stakeholder analysis worksheet is documented and updated

Sample Stakeholder Analysis Worksheet

External Stakeholder Analysis
Assessed through interview: level of influence, projected impact on role, degree of program involvement, current engagement stage
Assessed through Target Engagement Framework: target engagement stage
Projected
Meeting Level of Degree of Program Engagement Stage Current Engagement Stage Target Engagement
Client Name Position Impact on
Date Influence Role Involvement (as of April 2015) (as of...) Stage

Example
Client
Example
Client
Example This column will be used to
Client track engagement progress
Example and will be updated after future
4/9/2015 meetings are conducted.
Client
4/10/2015
Example
4/11/2015
Client
4/12/2015
Example
Client
Example
Client Risk and Issue Overview
Example
Client
Purpose: Risks and issues are analyzed in order to establish a point-in-time view of stakeholder concerns. These risks and issues were used to identify key risks and issues by organization
Example
Client
Example Name Risk/Issue Risk/Issue Description Date Identified Rating
Client

Doe, Jane Risk Description of risk 11/21/2014 Medium

Doe, John Risk Description of risk 11/21/2014 Medium
Doe, Jane Issue Description of issue 11/21/2014 High
Doe, John Risk Description of risk 11/13/2014 High
Doe, Jane Risk Description of risk 11/13/2014 Medium
Doe, John Risk Description of risk 11/12/2014 High

52
Module 5: Implementation Management
Implementation Management
The Implementation Management Model consists of 2 units:

The first unit covers how to manage and track the implementation

Implementation Closing

54
Implementation Management Learning Objectives

After This Unit, You Can:

• List the project management components that need to be monitored and

tracked, and explain how to monitor and track each

• Understand the impact tracking and monitoring can have on other PM phases

• Use a Project Status Report in a real-life situation

• Understand why the work done during closure is important to a high-

performing organization

• Identify the role of Lessons Learned as inputs and outputs

55
The Project Manager’s Role in Implementation
During implementation, project managers are responsible for the ongoing
monitoring and tracking of project components

Track: A fact-finding
process that records
planned vs. actual

Monitor: Process of
analyzing outputs of
tracking
Implementation: Point
where all of the pieces of
a project are integrated.

56
Implementation Tracking
Tracking and monitoring is an important step in implementation tracking and allows
teams to do the following:
• Identify issues in advance situations where corrective action is required
• Stop issues from turning into bigger project risks
• Predict what may happen in the future if present conditions continue (forecasting)
• Gather information necessary for recording development effectiveness

Critical Tracking and Monitoring Components

Current activities, planned activities and any additions or changes to the
Scope planned activities

Comparing the planned schedule to the actual progress to determine current

Activity & Schedule position

Tracking the time resources are spending on the project for the purposes of
Resources tracking the budget

57
Component #1: Scope
The project scope is the total amount of work that needs to be completed to
accomplish the project’s objectives

• Tracking and monitoring the scope to ensure that any changes incorporate only
Scope Control what is critical to achieving the project goals
• Collecting frequent status reports from consultants to monitor scope

• Any changes to the planned activities and approach to executing the project
• Review if the scope creep is critical to project’s success
Scope Creep
• Review the impact of project scope changes on timelines, resources, cost,
and risks

58
Component #2: Activity & Schedule
In order to track activity and schedule progress, performance should be reported
against the baseline created during the planning phase

Steps for Developing Baseline Schedule:

1. Review planned activities
2. Determine what work has been done to complete activities
3. Analyze planned versus actual work
4. Compare to planned start and finish dates and determine any adjustments
5. Analyze dependencies and impact on other tasks and make necessary adjustments to
target dates

59
Component #3: Resources
Monitoring the budget involves tracking the project’s costs and work performed in
order to manage changes to the cost baseline

Limitations of Traditional Planned vs. Actual Results

Monitor
Planned vs. • Project may be progressing on budget but behind/ahead of schedule
Actual Costs

Monitor
Planned vs.
• Project may be progressing on schedule but over/under budget
Actual Work
Performed

60
Monitoring Implementation: Status Reports
Status reports help keep staff on track, keep others informed of progress and
enable input collection when needed

Status Report Benefits

1 Focus more on the task at

hand
Clarity surrounding timing and
2
budget constraints

Record key decisions,

3
progress, and future tasks
Paint The Bigger Picture for
4 internal teams to visualize
overall progress

61
Implementation Management
The Implementation Management Model consists of 2 units:

The second unit covers the basics of Closing:

Implementation Closing

62
Exit Criteria
To determine an appropriate exit point throughout the project, you may regularly ask
the following questions during project milestones:

Have clients adopted the approach, successfully demonstrated results, and

carry the capacity to proceed independently?

Are clients satisfied with the results, but unable or unwilling to proceed
independently?

Have clients tried the approach, but failed to deliver consistent results?

Is there a lack of traction on the implemented solutions or desired plan?

63
Wrap-Up and Evaluation
Project Management Training Overview

Module 1 Module 3 Module 4 Module 5

Project Design Resource Risk Management Stakeholder
In this unit we learned Management & In this unit, we learned Management
project design, logic Budgeting to identify, manage and In this unit we learned to
model and WBS to In the resource continuously monitor identify, manage and
create well-structured management and risks communicate with
projects budgeting module we stakeholders
learned to estimate
resources by type and
manage costs effectively

Module 2 Module 6
Project Planning Implementation
In the Planning unit we In this unit you learned
learned how to use to monitor and track
activity planning and project components, and
network analysis for capture lessons learned
better planning

65
Closing Remarks
As you use Project Management methodologies within your own roles, consider
the following:

1 Incorporate project management check-ups into the schedule

2 Don’t forget to review and update the risk log, stakeholder analysis, and resource
estimation worksheet regularly and assess impact of any changes on scope,
budget and timeline

3 Remember the interdependencies between components of the project – changes

in one area means changes in all areas

4 Involve stakeholders in decisions and revisions, and escalate where necessary

5 Spend the time necessary up front laying the groundwork for a successful project

66
Project Management Toolkit
The logic model solidifies
the overall project
objectives to ensure any The budget displays
changes align with key financial
project goals and to information and
Logic Model clarify what indicators facilitates tracking
should be tracked Budget

Risk logs document what

Milestones are logical
you did and didn’t
times to check progress
anticipate and where and
against schedule and
what corrective action
budget
Schedule may be required
Risk Log

The resource estimation The stakeholder

worksheet documents key communication plan
resource assumptions that tracks who should be
will need to be adjusted as informed or consulted at
more information becomes various junctures
Resource available Stakeholder Analysis &
Estimation Worksheet Communications Plan

67
Project Management Essentials

Thank You!
Please refer to the Course Evaluation
Tab in your participant book.