To simplify the review process and to minimize future document modifications, capture any information that is ^ shared, needs to be reviewed separately, or is likely to be updated frequently in its own document.

Common examples are assumptions, WBS, communications plan, project schedule, requirements, project organization chart, and responsibility matrix.

• Determine acceptance criteria This information can be part of other components, such as deliverables list, WBS, project approach, or quality management plan, and may not be its own section. However, to validate that all required work has been identified and to improve the quality of work estimates, it is best to clearly document (somewhere in the project plan) what the acceptance criteria is for each deliverable and for each project phase.

• Determine resource needs Based upon the tasks and activities that need to be performed, determine the type and quantity of resources needed. Resources include people (roles), facilities, and tools. These resource needs should be determined when developing the WBS with the team members who will be doing the work.

To assist the acquisition and management of these resources, all resource needs should be documented (resource management plan). For people resources, document the role description and the prerequisite skills, skill levels, and experience.

As part of the scheduling process, the timing of resource needs should be noted and finalized in the resource management plan. A sample resource management plan is illustrated in Figure 5.2.

Figure 5.2. Basic example of a resource management plan.


Team Member

Training Needs

Projected Start Dele


Technical Leader

B Gales

* Advanced Enterprise Web Development




* Po^r PowerPoint User




L Gregory

* Advanced Enterprise Web Development




Lead AiUlySl

E Michael

* Rational Test Siudio




Q Victoria

* Advanced Load Testing





R Alexander

• Accelerated 00 Development




• Acquire resources After the resource needs are documented, you can now begin the process of acquiring those resources. The key questions to be answered here are o Will I be able to get the "quality" of resource requested?

o Will I be able to get this resource in-house or will I need to obtain it from an external supplier/vendor?

o Will the resource be available when needed?

o How will this impact my cost estimates and budget?

• Estimate the work After we know what all of the work activities are, and we know what level of resource will be doing the work, we can now estimate the effort and duration for each activity. Due to the critical importance and difficulty of this step, we review this in greater detail in Chapter 7, "Estimating the Work."

• Develop the schedule Now that we understand the required resources and estimated effort for each work task, we are now in position to identify the relationships between these tasks and build a schedule to complete the work. Due to the critical importance and common errors in this step, we review this in greater detail in Chapter 8, "Developing the Project Schedule."

At a minimum, schedule information should be available in at least one summary form (such as a milestone summary listed in Figure 5.3) and always available in complete detail.

Figure 5.3. Example of a milestone schedule summary that tracks any approved schedule variances

Project Milestone

Original Esi. Completion Date

Reused Completion Date 06/15/Ö4


Piar Pílase ToN-G ate

Apr 30, 2004



DBsign Phase Toll-Gals

Jun IS, 2004

Jgn 22, 2004

1 week

Iteration 1 Rgvetopment Complete

July 15. 2004

July 22. 2004

1 week

Iteration ¡> Devetopment Complete

Aug 15, 2004

Aug 29 2004

2 weeks

iteration 3 Devetopment Complete

Sep 15, 2004

Sep 30,2004

2 weeks

Slress Testing Complete

Sep 30, £004

Oct 15. 2004

2 weeks

User Atcoplance Testing Complete

Oct 30. 20Ü4

Nov 15, 2004

2 weeks

Deploy Phsse Tgll-Gate

Now 7, 20Q4

Nov 22, 2004

2 weeks

Pilot Sit-e Implementation

Nov 17, 2004

Nov 29, 2004

2 weeks

Pilot Implementation Review

Dec 15, 2004

Jan 15, 2OOS

4 weeks

Close Phase Toll-Gate

Dec 22, £004

Jan 22.2005

4 weeks

Project Management Made Easy

Project Management Made Easy

What you need to know about… Project Management Made Easy! Project management consists of more than just a large building project and can encompass small projects as well. No matter what the size of your project, you need to have some sort of project management. How you manage your project has everything to do with its outcome.

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