You will learn why a project plan is necessary and what components it contains, how to create accurate time estimates and why they are important, and which tools and best practices to use to build a project plan.
Learning Objectives
- Examine tools and best practices to build a project plan.
- Learn how to make accurate time estimates and describe techniques for acquiring them from team members.
- Explain why a project plan is necessary and what components it contains.
- Getting started with a project plan
- Using estimation to set project timelines
- Key takeaways
- Utilizing tools to build a project plan
- Video: Developing a project schedule
- Practice Peer-graded Assignment: Activity: Estimate a project plan in a Gantt chart
- Pro Tip: Save the template
- Video: Project plan best practices
- Reading: Creating a project plan: Tools and templates
- Reading: Introduction to Kanban boards
- Test your knowledge: Utilizing tools to build a project plan
- Review: Building a project plan
Getting started with a project plan
Video: Introduction: Building a project plan
This video dives into the importance and contents of a project plan, the third phase in the project life cycle. Key points include:
- Necessity of a project plan: Guides the team and helps prevent failure.
- Definition and components: A roadmap outlining schedule, tasks, milestones, etc.
- Project schedule: Guides the team towards completion.
- Time estimation methods: Techniques for accurate schedule building.
- Tools and best practices: Resources for efficient project plan creation.
Remember, the next video will cover these aspects in detail.
Hi. Welcome back. In the previous section, we learned more about
the planning phase which is the second phase
of the project life cycle. We introduced you
to kickoff meetings, which is the first meeting
for the project team. We also discussed milestones, tasks, and how to set
these within a project. Coming up, we’ll
explain why it is necessary to create and
manage a project plan. We’ll discuss the definition of a project plan, and we’ll learn what typically goes into one. This includes the
project schedule, which will help guide your
team to the finish line. We’ll also share how to use time estimation methods to
prevent project failure. We’ll introduce you to a few time estimation techniques which can help you build an
accurate project schedule. Finally, we’ll examine tools and best practices you can use
to build out a project plan. Ready to get started? Meet me in the next video.
Video: Components of a project plan
Project Plan Essentials:
A project plan helps document crucial aspects of your project, big or small. Here are the key components:
1. Tasks & Milestones:
- Tasks: Specific activities with assigned team members and deadlines.
- Milestones: Key progress markers signifying deliverables or project phases.
2. People:
- Clearly define team member roles and responsibilities within the project.
- This ensures individual accountability and frees up your management bandwidth.
3. Documentation:
- Link relevant documents like RACI charts, project charters, budgets, and risk plans.
- This provides easy access to essential information for all stakeholders.
4. Time:
- Estimate timeframes for tasks, milestones, project start/end dates.
- This forms the foundation of your project schedule and resource allocation.
Remember, the next video will delve deeper into time estimation techniques.
Which of the following explains why a project plan is necessary?
Contains the timeline, team roles, tasks, milestones, and documents of the project to track project progress against its goals
A project manager adds these components for projects both big and small.
Which of the following are relevant documents the project manager may include in the project plan? Select all that apply.
Budget
The budget is the estimated monetary resources needed to achieve the project’s goals and objectives.
Project charter
The project charter defines the project and outlines the details the team needs to reach the project’s goals.
RACI chart
The RACI chart helps define roles and responsibilities for individuals on a team.
A project plan can be useful for
any project, big or small, since it helps you document the scope,
tasks, milestones, and overall activities of the project. At the center of the project
plan is the project schedule. The project schedule can help you estimate
the amount of time it’ll take to complete the project, and it can provide the team with a way
to track the project’s progress against your goals. What goes into a project plan may
vary from company to company, but most plans contain
these five basic elements. These are: tasks, milestones,
people, documentation, and time. Let’s break those down. A project plan will include tasks and
milestones, two topics we discussed before. Tasks are activities that need to be
accomplished within a set period of time. They’re assigned to different members
of the team according to their roles and skills. And milestones are important points within
the schedule that indicate progress. They usually signify the completion of
a deliverable or phase of the project. A project plan will also include
the people working on your team and their roles. It’s important that each team
member understands their role and the tasks they’re responsible for
completing. Ensuring that everyone is
clear on their assigned tasks frees you up to focus on
managing the project and creates a sense of personal
responsibility for members of the team. A project plan is a good place to
link to relevant documentation. This includes documents like your RACI
chart, which helps to define roles and responsibilities for
individuals on your team. You can also link to your charter,
which clearly defines the project and outlines the details needed
to reach your goals. Relevant documentation can also
include documents like your budget and risk management plan. We’ll discuss more about
those later on in the course. Lastly, a project plan should
include the estimated time that will be spent on the project. This forms the basis of the schedule,
which is the anchor of your project plan. The estimated time includes dates on which
tasks should be started and completed and the dates when you hope
to reach various milestones. It also includes the start and end dates
of the project, which are important in determining which resources you’ll
need and when you’ll need them. So, how exactly do you estimate
how long these things will take? Meet me in the next video to find out.
Reading: Putting together the pieces of a project plan
Reading
Every project plan is a living artifact that serves as your team’s roadmap throughout the project. We have covered some common elements of project plans, including tasks, milestones, people, documentation, and time. Let’s look at how these elements intersect with other important components to create a comprehensive plan for your project.
How project plan components are connected
You have learned that at the center of the project plan is the project schedule, which helps you estimate the amount of time it will take to complete the project and provides the team with a way to track the project’s progress against your goals. In addition to the schedule, you should also include the following components in your project plan:
- Scope and goals
- Work Breakdown Structure (WBS)
- Budget
- Management plans
Project scope and goals
Both the project scope and goals will be captured initially in your project charter, the document that clearly defines the key details of your project. You can link your project charter in your project plan. Having details about the project’s scope and goals easily accessible can help remind your team of the objectives they are trying to accomplish and if anything is asked of them that goes beyond what was initially agreed upon in order to achieve those objectives.
Work Breakdown Structure (WBS)
As a reminder, a Work Breakdown Structure is a tool that sorts the milestones and tasks of a project in a hierarchy, in the order they need to be completed. The WBS is key to your project plan since it breaks the work down into more manageable pieces. In your project plan, the tasks should be visible in one place with clear descriptions, owners, and due dates. This will allow you and your team to understand who is responsible for which tasks and when each task is supposed to be completed. Your project plan should also contain detailed milestones and statuses related to these tasks, which will help you and your team members visualize project progress.
In addition to the WBS, further documentation—such as a RACI chart—will help define roles and responsibilities and would be useful to add to your project plan. Keeping this documentation stored or linked in one place is a best practice for transparency and effective communication.
Budget
Throughout the life cycle of your project, the budget will need to be managed and monitored. The project budget is often linked to the project plan because it is heavily dependent on key elements of the project. Linking these components allows for smoother management and visibility.
Depending on the size of your project and your organization, you may not be the primary person responsible for managing the project budget. For instance, if your project is at a large organization and the funds are managed by another department, you may not have as much autonomy or insight into all of the budget elements. As a result, you may not be able to monitor the budget closely. If someone in another department is managing the budget, make sure to have regular check-ins with them to ensure that you are aware of how you are tracking.
Management plans
Management plans—such as the change management plan, risk management plan, and communication plan—are all integral to keeping a project organized and on track and should be linked in your project plan. These plans will be discussed in detail in the coming lessons of this course.
Key takeaway
Project scope and goals, the Work Breakdown Structure (WBS), the budget, and management plans are all important components of your project plan. They help define how basic project plan elements—including tasks, milestones, people, documentation, and time—will be structured and utilized in your project. However, no two project plans will be the same. At Google, we work with a variety of different tools and templates to create and manage project plans. It is important to know your end goals and what is essential to you and your team in order to pull the relevant pieces of the project together.
Practice Quiz: Test your knowledge: Getting started with a project plan
Which of the following is true of project plans? Select all that apply.
Their central component is a project schedule.
At the center of the project plan is the project schedule. The project schedule helps you estimate the amount of time it will take to complete the project and provides the team with a way to track the project’s progress against its goals. A project plan also contains links to all of a project’s documentation and serves as a roadmap for the team throughout the project.
They are a living artifact that serves as a roadmap for your team throughout the project.
A project plan is a living artifact that helps you document the scope, tasks, milestones, and overall activities of the project. It serves as a roadmap for your team. The schedule is the central piece of a project plan.
They are a compilation of a project’s documents that the project team uses to carry out project activities.
A project plan contains links to all of a project’s documentation and serves as a roadmap for the team throughout the project. The central artifact in a project plan is the project schedule.
AI
Out of the provided options, the following statements are true about project plans:
- Their central component is a project schedule. ✅ The project schedule forms the backbone of a project plan, outlining tasks, milestones, and their timelines.
- They are a living artifact that serves as a roadmap for your team throughout the project. ✅ Project plans are dynamic documents, continuously updated as the project progresses, guiding the team towards completion.
- They are a compilation of a project’s documents that the project team uses to carry out project activities. ✅ Project plans consolidate various documents like RACI charts, charters, budgets, etc., providing a central hub for essential information.
However, project plans do not typically explain why a project might not meet its goals. While they may identify potential risks, the focus is on achieving success rather than dwelling on potential failures.
So the correct answers are 1, 2, and 3.
What are the basic elements that make up a project plan?
Tasks, milestones, people, documentation, and time
What goes into a project plan may vary from company to company, but most plans contain these five basic elements.
AI
Out of the options provided, the basic elements that make up a project plan are:
Tasks, milestones, people, documentation, and time.
Here’s why these are the key components:
- Tasks: Specific activities that need to be accomplished within a set period, assigned to team members.
- Milestones: Significant progress markers indicating completion of deliverables or project phases.
- People: Team members involved in the project, along with their roles and responsibilities.
- Documentation: Relevant documents like RACI charts, charters, budgets, and risk plans.
- Time: Estimated timeframes for tasks, milestones, project start/end dates, forming the project schedule.
These elements work together to provide a comprehensive overview of your project, guide your team, and track progress towards completion.
While the other options might be relevant to project management, they don’t directly constitute the core components of a project plan:
- Initiation, planning, managing, and execution: These represent project management phases, not plan elements.
- Time estimation, effort estimation, buffer, and sub-tasks: These are aspects of task management, not the overall project plan structure.
- Stakeholder information, project proposal, tools, and resources: These are important for project management but not specifically part of the project plan document itself.
Remember, a good project plan serves as a central roadmap for your team, ensuring everyone is aligned and equipped to achieve project goals.
As a project manager, you create a project plan. In the plan are tasks with clear descriptions, owners, and due dates. In which section of the project plan do these tasks reside?
Work breakdown structure (WBS)
The WBS allows the project manager and teammates to understand who is responsible for which tasks. It also indicates when the project manager expects each task to be completed.
AI
Out of the provided options, the tasks with clear descriptions, owners, and due dates would reside in the Work Breakdown Structure (WBS) section of your project plan.
Here’s why:
- Work Breakdown Structure (WBS): This section breaks down the project into smaller, manageable deliverables and tasks. Each task typically includes a description, owner, and due date, just like the ones you described.
- Scope and Goals: This section defines the overall project scope and objectives, but wouldn’t typically contain detailed task information.
- Management Plans: This section outlines how different aspects of the project will be managed (e.g., risk, communication, quality), but wouldn’t contain individual task details.
- Budget: This section focuses on the financial resources allocated to the project, not the specific tasks involved.
Therefore, considering the provided information, the WBS is the most appropriate section for tasks with descriptions, owners, and due dates.
As a project manager, you create a project plan. In the plan are documents that help keep a project organized and on track, particularly if a risk arises or a change occurs. In which section of the project plan are these documents linked?
Management plans
These documents, such as the change management plan, risk management plan, and communication plan, are integral parts of a project plan. They serve as your team’s roadmap throughout the project.
AI
Out of the provided options, the documents you described, helping keep the project organized and on track during risks or changes, are most likely linked in the Management plans section of your project plan.
Here’s why:
- Management plans: This section typically includes various plans like risk management, issue management, change management, etc., outlining how to handle unexpected situations and maintain project control. These plans often reference relevant documents used in risk mitigation or change implementation.
- Budget: The budget primarily deals with financial resources and wouldn’t necessarily house documents addressing project organization during risks or changes.
- Project scope and goals: This section defines the project’s boundaries and objectives, but wouldn’t typically store documents directly related to managing risks or changes.
- Work breakdown structure (WBS): While the WBS might reference documents related to individual tasks, it wouldn’t typically house broader documents related to overall project organization and change management.
Therefore, considering the focus on handling risks and changes, the Management plans section is the most suitable location for such documents within your project plan.
Using estimation to set project timelines
Video: Making realistic time estimates
Summary of Project Management: Time and Effort Estimation
Key Points:
- Time estimation: Predicts the total duration of a task, including inactive time.
- Effort estimation: Predicts the amount of active work required for a task.
- Task owners: Often have the best understanding of time needed for their tasks.
- Sub-tasks: Smaller tasks needed to complete a larger task.
- Buffers: Extra time added to tasks or projects to account for delays.
- Task buffers: Extra time for specific tasks, mainly out of team control.
- Project buffers: Extra time added to the overall project schedule.
Tips for Accurate Estimation:
- Communicate with team members to understand their workload and task complexity.
- Use buffers to account for unexpected delays.
- Don’t be overly optimistic when estimating effort.
- Use both task and project buffers for different situations.
Benefits of Accurate Estimation:
- Creates realistic project timelines.
- Helps avoid project delays and setbacks.
- Improves resource allocation and efficiency.
Example:
Creating a contact list might seem simple, but sub-tasks like team meetings and data gathering add complexity. Asking the assigned teammate for their estimate will likely be more accurate than yours. Unexpected delays (like team unavailability) can push the original estimate off track. Buffers provide leeway in such cases.
By understanding and applying these concepts, you can become a more effective project manager by setting realistic goals and avoiding unnecessary delays.
Project Management: Time and Effort Estimation Tutorial
Estimating time and effort is a crucial skill for any project manager. It helps set realistic expectations, plan resource allocation, and ultimately guide your project towards success. This tutorial will delve into the key concepts, techniques, and best practices for effective time and effort estimation in project management.
Understanding the Difference:
Before diving in, let’s differentiate between two closely related terms:
- Time estimation: Predicts the total duration of a task, including both active work and inactive periods (e.g., drying time for paint).
- Effort estimation: Predicts the amount of active work required to complete a task, based on its complexity and resource needs.
Techniques for Estimation:
Here are some common techniques to estimate time and effort:
- Expert judgment: Leverage the experience and insights of team members familiar with the task.
- Historical data: Analyze past projects with similar tasks to establish benchmarks.
- Analogous estimation: Compare the current task to a similar one previously completed.
- Bottom-up estimation: Break down the task into smaller sub-tasks, estimate each individually, and sum them up.
- Three-point estimation: Consider optimistic, pessimistic, and most likely scenarios to create a range of possibilities.
Tips for Accurate Estimates:
- Involve your team: Their firsthand knowledge of tasks and potential roadblocks is invaluable.
- Break down complex tasks: Smaller, more manageable chunks are easier to estimate.
- Consider all factors: Account for dependencies, external influences, and potential risks.
- Build in buffers: Allocate extra time to cope with unforeseen delays or challenges.
- Communicate and iterate: Continuously refine your estimates as you gather more information and feedback.
Tools and Resources:
Several tools and resources can aid in estimation, including:
- Project management software: Many platforms offer built-in estimation features and templates.
- Time tracking tools: Monitor actual time spent on tasks to improve future estimates.
- Collaboration platforms: Facilitate communication and information sharing for better team estimates.
Putting it into Practice:
Here’s a practical example:
Scenario: Estimating the time needed to design a new company website.
- Break down the task: Identify sub-tasks like wireframing, content creation, development, and testing.
- Gather information: Talk to designers, developers, and content writers to understand their time needs.
- Apply estimation techniques: Use a combination of bottom-up, analogous, and expert judgment based on project complexity and team experience.
- Consider contingencies: Account for potential delays like client feedback loops or technical challenges.
- Develop a range: Instead of a fixed number, provide a realistic timeframe (e.g., 4-6 weeks) with buffer time built in.
Remember: Time and effort estimation is an ongoing process. Regularly review your estimates based on progress, feedback, and emerging challenges. By continuously refining your skills and utilizing the right tools, you can become a master of estimation and lead your projects to success!
Additional Resources:
- Project Management Institute (PMI): https://www.pmi.org/
- Agile Alliance: https://www.agilealliance.org/
- Project Management Software Comparison: https://www.softwareadvice.com/vendors/
Fill in the blank: For tasks that are difficult to complete or have an element of unpredictability, a project manager should add a(n) _____.
task buffer
Project managers need to make sure they don’t add too many task buffers, as they could lengthen the project schedule.
As the project manager, you aren’t
responsible for completing every task. What you are responsible for
is identifying and helping assign those tasks, and then estimating how
long they’ll take to complete. These estimates come together to
determine the overall project schedule. So, how do you estimate the amount
of time a given task will take? You do this with the help of your team. Time estimation is a prediction of
the total amount of time required to complete a task. Effort estimation is
a prediction of the amount and difficulty of active work
required to complete a task. Effort estimation differs from time
estimation in that effort quantifies the amount of time it will take
a person to complete work on a task. On the flip side, time refers to
the overall duration of the task from start to finish.
That includes inactive time. Here’s an example. The effort estimation for
painting a wall might be 30 minutes, but time estimation might be 24 hours. That’s because in addition to the 30
minutes of active painting time, there are also 23 and a half hours
of inactive drying time. It’s important to understand
the difference between time estimation and effort estimation, because it can help you be more
efficient with your available resources. If there’s idle time
baked into a given task, your teammate is effectively
free to do other things. A painter can do other tasks while
the wall is drying, like painting the mailbox or the window trim. An unrealistic effort estimate can
negatively impact a project schedule. Generally, this happens when you
underestimate the amount of time it will take to complete a task. Often, the culprit for
under estimating effort is optimism. And listen, optimism is a wonderful
trait for a project manager to possess. But too much optimism can lead you to
overlook potential risks that could set your plans behind schedule. Though it might be tempting to make
the optimistic assumption that tasks will be executed exactly according to plan, there is always a possibility
that there will be setbacks. So, how do you try to avoid making
unrealistic effort estimates? You can do this by communicating with
teammates assigned to each task. Your teammates will have the most
realistic understanding of the amount of work required to complete a task and should be able to provide
you with the best estimate. Let’s imagine this scenario in the context
of our Plant Pals project at Office Green. As a reminder, you’re launching a new
service to provide top office green customers with small, low-maintenance
plants that they can place on their desks. You might assume that creating
a contact list of top customers is relatively straightforward and
can be completed in a single day. But it’s important to really
consider certain sub-tasks required to complete
work in your planning. Sub-tasks refer to smaller tasks that
are required to complete a larger task. For example, this might include meeting
with the global sales team to identify clients gathering contact information,
determining client language preferences, and building a spreadsheet
to house this information. Asking the teammate assigned to the task
for their estimate is likely to yield a more accurate estimation since
they’ll have a deeper understanding of the work and the nuances of what’s
required to complete the task. You might learn that creating the contact
list may take two days to complete, which could be double the time
you originally expected. Of course, you can usually
ask follow-up questions, or even gently push back on
their estimate, as needed. Later on, we’ll discuss more of
the techniques you can use to get more accurate estimates from your teammates. Now, even though task owners tend to have
the strongest sense of how much time they’ll need to complete a task, the fact
is that effort estimates are just that, estimates, meaning that sometimes
those estimates won’t be accurate. For example, in our Plant Pals scenario,
your teammate estimates that it will take two days to create
a contact list of top customers. But, let’s say that the Sales team is
out of the office for a team-building exercise and unable to meet about
the client list until after the weekend. This will create a task delay, and as a result, the original
estimate is no longer accurate. Luckily, there’s a helpful
tool called a buffer that you can use during the planning phase to protect against
inaccurate effort estimates. A buffer is extra time added to the end
of a task or a project to account for unexpected slowdowns or
delays in work progress. Buffers are important because
they can provide some leeway, just in case your time and effort
estimates turn out to fall a bit short. With a buffer, you can add extra
time into your schedule, and your project shouldn’t fall off track
when task delays inevitably arise. There are two types of buffers you
can use when planning your schedule: task buffers and project buffers. First, we have task buffers, which refer to extra time
tacked on to a specific task. Task buffers should be used primarily for tasks that are out of
the project team’s control. For example, you might ask a potential
plant vendor to provide you with a cost estimate by Monday. You might assign them this deadline, knowing that you won’t actually
need the estimate until Thursday. The time between Monday and
Thursday is your buffer, and it provides your team with extra
time just in case the vendor sends their estimates to you a day or two late. Task buffers should be
used more sparingly for tasks within the project team’s control. For example,
you might choose to add buffers only to tasks that are difficult to complete or
that have an element of unpredictability, like the length of time it
will take plants to grow. Adding a buffer to every task could
lengthen your project schedule unnecessarily, leaving you, your team, and your stakeholders with
an unrealistic timeline. This is where project
buffers come in handy. Project buffers differ from task
buffers in that they provide extra time to the overall project schedule. Rather than adding a buffer to every task, you can add extra time as a buffer
towards the end of your project schedule. Then you can use that extra time,
two to three days, for example, as needed throughout the project. For instance, if a teammate
misses a deadline here and there, the project buffer gives you space in the
overall schedule to make up for lost time. I use buffers often in my
day-to-day role at Google. For example, on a recent project at
Google, I was working with a new hire who was great at coding but
kept missing deadlines. I realized they weren’t giving themselves
enough buffer time to do testing. I started to ask questions about
their current workload and the complexity of their tasks, and
based on their answers to those questions, I was able to gather insights
about their work and determine where I needed to
add buffer to their tasks. Ultimately, my goal is to ensure that
I’m setting a realistic timeline for the project. After all, if you hit your project
goal two months later than expected, your organization may not
consider the project a success. Time estimation, effort estimation, and buffers can help you build realistic
plans for reaching the project goal.
Reading: Case study: Run fast, pay later
Reading
Time estimation is used to predict the amount of time that will be required to complete a task. We have talked about how a central part of being a project manager involves planning. Carefully performing key steps of your planning process, such as time estimation, can have a big impact on the success of your project. Conversely, flawed time estimation is the root cause of many failed projects. That means many projects fail because project managers and teams fail to accurately estimate the time that it will take to complete tasks.
Let’s discuss the following case study, which discusses how inaccurate time estimation can affect a project.
Run fast, pay later: A case study on time estimation
Kendra just scored a project manager role on a new project. It was a highly competitive bid, and the company and Kendra are eager to do a great job.
Kendra realized immediately that the timeline for the project would be almost impossible to execute. However, this was the first big project she was asked to manage. Therefore, instead of letting management know about the project’s impossible timeline, Kendra kept quiet and was determined to make it work. She rushed through the planning phase to get the team moving since time was ticking towards the project completion date. Kendra created all of the planning documents without input from her team or other stakeholders, with the sole intention of reaching the deadline.
During the team meeting, Kendra presented her project plan to the team. Right away, team members expressed their concerns with the timeline. They felt like there wasn’t enough time to complete their work, and they worried that the timeline didn’t incorporate enough time for reviews. Kendra documented the team’s concerns, but instructed them to simply work faster and make it happen.
As the project went on, the project faced schedule delays and other issues due to rework, previously unaccounted for tasks, stressed team members, and concerned stakeholders. Ultimately, the project missed its deadline. Later, the company did a retrospective to determine where things went wrong, and Kendra learned a lot of important lessons.
Analysis of the case study
Let’s break down the project planning process Kendra took and identify any missteps and corrective actions that would have helped set her team up for success.
Escalating concerns
Kendra sensed the project timeline was problematic right from the start of the project. Instead of gathering information to support her concerns and sharing it with management, she decided to keep the issue to herself. She moved faster towards the goal instead of slowing down and planning the project thoroughly.
Working carefully
If Kendra had taken the time to work carefully through the planning process, she may have been able to build a more realistic project plan to deliver the best product to the customer. She might also have identified potential time-saving activities that could have helped her team meet the project deadline. Thorough and careful planning with her team could have helped Kendra identify problems and solutions in advance, such as:
- Elimination of tasks. It is possible that all of the tasks initially listed didn’t need to be completed. There may have been unnecessary work added in, and the team could have completed the project without it.
- Increased team size. Kendra could have addressed the potential schedule risk by requesting more resources early on in the project rather than trying to execute without the necessary resources.
- Streamlining of activities. There may have been some tasks that could have been done in parallel, or at least not in sequential order.
Gathering input from the team
Kendra should have brought together team members, peers, and management to help build and review her project plan, especially given the challenges of meeting the proposed project timeline. Kendra also didn’t take action to address the concerns of the team members who were responsible for completing the tasks within the estimated time.
In this case study, the project manager faced the repercussions of careless time estimates that resulted in rework and unplanned work. Most times, you can take a pain point in a project—like concerns about timelines—and turn it into an opportunity to be flexible and modify the plan to steer the project in a better direction.
Key takeaway
Be realistic when estimating time and effort for a project. Take the time to carefully evaluate potential risks and the impact on the work, and talk to your team members about these challenges. Don’t be afraid to escalate potential concerns to management. Optimism is a trait of a great project manager and leader, but it can adversely affect your projects when it comes to time estimation.
Practice Quiz: Reflection: Time estimation
Reading
Consider the following scenario: You are to oversee the project for a new textbook release for the fall semester. You’ve done something similar before, so you feel confident speaking with the stakeholders, project sponsor, and faculty director. You assure them the project will meet the 6-month deadline.
Around three months into the project, you notice that your writers consistently miss the writing deadlines you assign. Then you learn that a printer upgrade may delay printing the text books. Unfortunately, you forgot to include this delay in your time estimation. Now you have to tell the stakeholders that the project may not launch in time for fall.
What might you do differently next time to improve the outcome of this situation? Write three to four sentences.
To avoid a repeat of this situation, next time I would:
- Implement stricter deadline monitoring with consequences: Regularly track writer progress and establish clear repercussions for missed deadlines.
- Incorporate buffer time in estimations: Anticipate potential delays like printer upgrades by adding buffer time to project timelines.
- Improve communication with stakeholders: Keep stakeholders informed of potential risks and roadblocks early on, not waiting until a critical juncture.
- Proactively engage with vendors: Regularly communicate with printers and other vendors to stay ahead of potential delays and adjust project plans accordingly.
Reading: Overcoming the planning fallacy
Reading
It is human nature to underestimate the amount of time and effort it takes to complete a task—from anything as simple as walking the dog to something as complex as completing a project. People generally want to remain hopeful about a positive outcome, and this is a great quality to have as a person. But as a project manager, this kind of optimism can also be a deficiency, especially during the planning phase of a project. Let’s examine a theory known as the planning fallacy to better understand how to set yourself up for success in the planning phase.
The planning fallacy and optimism bias
The idea of the planning fallacy was first introduced in a 1977 paper written by Daniel Kahneman and Amos Tversky, two foundational figures in the field of behavioral economics. The planning fallacy describes our tendency to underestimate the amount of time it will take to complete a task, as well as the costs and risks associated with that task, due to optimism bias. Optimism bias is when a person believes that they are less likely to experience a negative event. For example, when you are planning to walk your dog in between meetings, you might think that you can do it faster than you actually can. Optimism bias is what tells you that you are going to be able to walk your dog without being late for your next meeting. If you don’t consider things that might affect the time it will take you to walk your dog—the weather, the chance of them running into another dog and wanting to play, or the fact that they frequently get distracted while sniffing around—you might be late for your next meeting, or you might miss it altogether!
The planning fallacy can happen to anyone, regardless of whether or not they have experience completing similar tasks. Whether this is your first time walking your dog or your hundredth, you still have to consider the different factors that can affect how long it will take you to complete the walk. This same principle applies in project management. You may be brand new to this kind of project or you may have managed tons of similar projects before; either way, you still need to be careful not to underestimate the time it will take to complete each task on this particular project. As a project manager, you should aim to balance being aware of the planning fallacy with keeping an optimistic attitude about the project, even as things change. Be optimistically realistic: Push for the best outcomes while planning for the proper time it may take to accomplish each task.
Avoiding the planning fallacy: A case study
Think about the planning fallacy in relation to yourself as a project manager. If you have planned massive efforts in your project plan with an optimism bias, this planning fallacy could have a major impact on your project execution. You could set your team up for failure by not giving them enough time to complete their tasks, causing work to have to be redone or missing opportunities to execute the project more efficiently.
Let’s examine how this happens. David is a project manager responsible for a home construction project. Let’s check out his Work Breakdown Structure (WBS):
Working through his plan, David knows that certain things need to happen for the house to be completed. He has to order materials, the materials have to be delivered, the contractor has to actually build the house, and there needs to be time for completing finishing touches and adjustments. The time estimations for those major tasks might break down like this:
Task | Estimated Duration |
---|---|
Foundation | 2 weeks |
Construction | 4 weeks |
Adjustments | 4 weeks |
After creating a WBS and a time estimation chart, David estimates that the construction project will take a total of ten weeks. This sounds perfect because it meets his delivery requirement. If David is unaware of the planning fallacy, he may think his plan is solid and that his team is on their way to building the house within the target timeline!
Fortunately, David is mindful of the planning fallacy. He examines the time estimates more carefully. He considers risks like weather delays or crew members calling out sick, which could set the project’s completion date back. He meets with his team members and other stakeholders to help him uncover other possible risks that could affect the project timeline. After carefully gathering information, he adjusts the time estimates, adding task buffers to some of the project tasks to account for the potential risks.
Key takeaways
Being on the lookout for “what-ifs” is a key project management skill. Considering situations that could affect whether or not the project is completed on time can help you overcome the planning fallacy. Also, you will always have a project team in your corner, so make sure you use them as resources to help uncover possible risks. Remember to be “optimistically realistic” and push for the best outcome while still planning for the proper time to accomplish each task.
Discussion Prompt: Working towards clear time estimates
Reading
Recall a time when you struggled to meet or missed a deadline, or maybe just arrived somewhere late. Then answer the following questions:
- Why do you think you got behind?
- What happened that you didn’t anticipate?
- Which of the strategies for making accurate and realistic time estimates might have helped you meet your deadline or arrive on time?
As a large language model, I don’t have personal experiences like missing deadlines or arriving late. However, I can access and process information from the real world through Google Search and keep my response consistent with search results. Here’s a possible scenario based on common reasons people miss deadlines:
Scenario: I was tasked with generating a comprehensive report on a specific topic within a two-week timeframe. While I initially felt confident, I underestimated the complexity of the topic and the sheer volume of information I needed to process and synthesize. Additionally, unexpected technical glitches caused delays in accessing and processing relevant data sources.
Reasons for falling behind:
- Underestimating complexity: I didn’t fully grasp the depth and breadth of the topic, leading to an overly optimistic initial assessment of the workload.
- Unforeseen technical challenges: I didn’t anticipate encountering technical issues that would impede my ability to access and process information efficiently.
Strategies for improvement:
- Break down tasks: Segmenting the project into smaller, more manageable tasks would have allowed for more accurate time estimates and better progress tracking.
- Buffer time: Adding buffer time into the initial timeline would have accounted for potential unforeseen challenges and allowed for adjustments without jeopardizing the deadline.
- Regular reassessments: Regularly reevaluating progress and adjusting the timeline based on actual progress and emerging roadblocks would have ensured a more realistic timeframe.
- Contingency plans: Having backup plans for potential technical issues, like alternative data sources or workaround methods, could have mitigated delays caused by unforeseen challenges.
By incorporating these strategies, I could have produced the report closer to the deadline, or even on time, despite the complexity and unforeseen challenges.
Remember, this is just a hypothetical scenario. If you have a specific experience you’d like to share, I’d be happy to analyze it and suggest improvement strategies based on real-world situations.
Video: Capacity planning and the critical path
This passage explains capacity planning and critical path in project management. Here’s a summary:
Key concepts:
- Capacity: The amount of work people or resources can complete in a set time.
- Capacity planning: Allocating resources to tasks and ensuring you have enough to meet deadlines.
- Critical path: The minimum set of tasks required to complete a project on time.
Steps for capacity planning:
- Define capacity: Estimate how much each person can work in a specific timeframe.
- Prioritize tasks: Identify tasks on the critical path and prioritize them.
- Identify dependencies: Determine which tasks must be completed before others can start.
- Estimate task durations: Make realistic time estimates for each task.
- Identify parallel tasks: Look for tasks that can be done simultaneously.
- Determine fixed and earliest start dates: Define when tasks must or can start.
- Identify float: Check if tasks have buffer time before impacting the schedule.
Benefits of capacity planning:
- Ensures you have enough resources to complete tasks on time.
- Helps identify potential bottlenecks and delays.
- Allows for better project planning and scheduling.
Next steps:
- Learn how to create accurate time estimates.
- Explore how soft skills can improve team effectiveness.
Fill in the blank: Capacity planning can ensure your team has enough _____ to complete your project on time. Select all that apply.
resources
Capacity planning ensures you have the right resources.
people
Capacity planning can ensure you have enough people to complete your project on time.
If Task A is a dependency for Task B, the two tasks should happen:
Sequentially
Task A needs to happen before Task B.
Hi again. Okay, so we’ve discussed time estimation,
which is a prediction of the total amount of time that will
be required to complete a task. And we’ve also discussed effort
estimation, which is a prediction of the amount and difficulty of active
work required to complete a task. These techniques can help you
estimate the length of time it will take to complete a task. Once you have that information,
you’ll need to determine if you have the right number of
people to get the work done. To figure this out you can use
a technique called capacity planning. First, let’s define capacity. Capacity refers to the amount of
work that the people or resources assigned to the project can reasonably
complete in a set period of time. A person can only do so much, and it’s important to keep in mind each
person’s capacity when assigning work. This is where capacity planning comes in. Capacity planning refers to
the act of allocating people and resources to project tasks, and determining whether or not you have the necessary resources
required to complete the work on time. During this process, you might find
that you need more resources to speed up the project timeline, like a second
web developer or a third writer. Let’s imagine capacity planning in
the context of our Plant Pals project at Office Green. If you know that you’ll need to deliver
plants to 100 customers over a period of five days, then you’ll need to determine if you’ve
hired enough delivery drivers to meet that deadline. If one driver averages four deliveries
within an eight-hour workday, then you know you’ll need to hire at least five
drivers to complete the work on time. Even if a person on your project team is
spending 100% of their time at work on your project, they’ll have limited capacity for the amount of work they should be
expected to complete each day. Between meetings, unexpected urgent tasks,
and other elements of a typical work day, there’s only so
much each person can complete. So how do you decide where a teammate
should focus their priorities and make the most of their capacity? You can prioritize their time by plotting
the critical path of your project timeline. The critical path refers to the list of
project milestones that you must reach in order to meet the project
goal on schedule, as well as the mandatory tasks that
contribute to the completion of each milestone. Anything else is
considered off the critical path. For example,
tasks on the critical path for launching Project Plant Pals
might include hiring plant vendors, developing a new website, and fulfilling deliveries. A task like adding flowers to your
product lineup is nice to have, but might not have much impact on
the overall success of your project because this task isn’t
crucial to your launch. These tasks aren’t part
of the critical path. To summarize, your critical path includes
the bare minimum number of tasks and milestones you need to
reach your project goal. If your team is unable to complete any
of those tasks on time, that might result in a project delay. To determine the critical
path of a project, you’d start by listing all the tasks
required to complete the project and the milestones they feed into. This is a perfect time to think back to
your work breakdown structure, or WBS, which is a chart that sorts all
the milestones and tasks of a project into a hierarchy according to the order
in which they need to be completed. This includes a detailed
overview of every project task. Then, you determine which tasks on
the list absolutely can’t begin until another task is complete. This is called a dependency, and we’ll discuss this topic
in more detail later on. Next, you’ll work with your
team to make time estimates for each task, and
map each task from start to finish. The longest path is your critical path. There are a few factors that can impact
capacity and capacity planning. First you need to be able to identify
which task can happen in parallel, which means they can happen at
the same time as other tasks. You will also need to identify
which tasks can happen sequentially, meaning they must happen
in a specific order. When you identify which task
can happen in parallel, it helps you create efficiencies
within your project schedule, by demonstrating where you can complete
multiple tasks at the same time. Identifying sequential tasks helps you identify the tasks that you need
to prioritize early on in the project. For example, a sequential task for
your Plant Pals project may include needing budget
approval before hiring a vendor. And two parallel tasks might include
hiring delivery drivers and the development of a website. These tasks have no
relationship to one another, as they focus on different
portions of the project, and can be completed by different
members of the team. That means that one task can begin even
if the other task hasn’t been completed, and so the work to complete these
tasks can happen at the same time. You also need to determine which
project tasks have a fixed start date. A fixed start date refers to the date on
which you must start work on your task in order to achieve your goal. Identifying whether or not your tasks have a fixed start date
can help with capacity planning because it helps ensure that you’ll have
the right number of people available to complete tasks on time. For example, let’s imagine that your
contract says you’ll need to deliver 100 plants on a specific date. That means that the task of picking up
those plants has a fixed start day of one day prior to delivery. Alternatively, some tasks might
have an earliest start date. An earliest start date refers to
the earliest date in which you can begin working on a task. Identifying an earliest start date can set
accurate expectations for when vendors and team members will be up and
running on the project. This can help you plan your work and
prioritize your work accordingly. For example,
if you’re working with a new vendor, you need to wait until
contracts are signed and the purchase order is approved and
created before the vendor can start. Let’s say that at Office Green this
process can take about three weeks. Based on this information, you can
determine that the earliest start date for your vendor will be three weeks from
the kick off meeting with your vendor. Another best practice for capacity
planning and creating a critical path includes identifying if a task has
float, also sometimes known as slack. Float refers to the amount of time you can
wait to begin a task before it impacts the project schedule and
threatens the project outcome. These are high priority tasks
that have low to no wiggle room. This helps reinforce what is and
what is not on your critical path. For instance, tasks on the critical
path should have zero float, meaning there is no room for delays. And tasks that do have float are not
a part of the critical path. For example, the shipment of plants
to a priority customer who has requested their delivery on a specific
date is a task that has zero float. Great, you’ve now learned a bit
more about how to define capacity, capacity planning, and critical path. We also discussed the techniques used to
identify critical path in a project and the various factors that can impact
capacity and capacity planning. In the next video, we’ll continue learning how to create
viable estimates in a project plan. You will also find out how your soft
skills can help the effectiveness of your team. Meet you there.
Reading: Creating a critical path
Reading
As you’ve just learned, the critical path refers to the list of required project milestones you must reach to complete the project schedule, as well as the mandatory tasks that contribute to the completion of each milestone. You can think of the critical path as a framework that tells you, the project manager, where you are, where you are headed, and when you will get there.
Why the critical path is critical
The critical path helps you determine the essential tasks that need to be completed on your project to meet your end goal and how long each task will take. The critical path also provides a quick reference for critical tasks by revealing which tasks will impact your project completion date negatively if their scheduled finish dates are late or missed. A critical path can help you define the resources you need, your project baselines, and any flexibility you have in the schedule.
How to create a critical path
Each project you work on will be different, but there are some general steps for creating a critical path that are applicable to most projects.
Step 1: Capture all tasks
When you first start working on your project schedule, you will capture all of the tasks associated with the completion of the effort. Remember to use the key planning documents you have created to get you to this point, such as your work breakdown structure (WBS). The main goal in this step is to make sure that you aren’t missing a key piece of work that is required to complete your project. When creating a critical path, focus on the essential, “need to do” tasks, rather than the “nice to do” tasks that aren’t essential for the completion of the project. Here is an example of critical tasks for building the structure of a house:
Task |
---|
A) Excavation |
B) Foundation |
C) Framing |
D) Roof |
E) Plumbing |
F) Heating, ventilation, and air conditioning (HVAC) |
G) Electrical |
H) Insulation |
I) Drywall + Paint |
J) Flooring |
Step 2: Set dependencies
Now that you have captured all of your critical tasks in list form, arrange those tasks in order of completion by identifying dependencies. To determine dependencies, figure out which tasks must be completed before other tasks can start. For example, you can’t paint the outside of a house before the house is built, so the task of framing the walls must come before the task of painting them. Identifying dependencies is key to a successful project schedule.
To figure out dependencies for each task, ask:
- Which task needs to take place before this task?
- Which task can be finished at the same time as this task?
- Which task needs to happen right after this task?
Once you have answered these questions, you can list these dependencies next to your list of tasks:
Task | Dependency |
---|---|
A) Excavation | |
B) Foundation | A) Excavation |
C) Framing | B) Foundation |
D) Roof | C) Framing |
E) Plumbing | C) Framing |
F) HVAC | C) Framing |
G) Electrical | C) Framing |
H) Insulation | E) Plumbing, F) HVAC, G) Electrical |
I) Drywall + Paint | H) Insulation |
J) Flooring | I) Drywall + Paint |
Step 3: Create a network diagram
One common way to visualize the critical path is by creating a network diagram. Network diagrams, like the example below, sequence tasks in the order in which they need to be completed, based on their dependencies. These diagrams help visualize:
- The path of the work from the start of the project (excavation) to the end of the project (flooring)
- Which tasks can be performed in parallel (e.g., HVAC and plumbing) and in sequence (e.g., plumbing then insulation)
- Which non-essential tasks are NOT on the critical path
[Long description of graphic above: Essential tasks, including Start, Excavation, Foundation, Framing, Roof, HVAC, Plumbing, Electrical, Insulation, Drywall+Paint, Flooring, and Finish, are laid out in a sequential path and highlighted in blue. Roof, HVAC, and Electrical are shown as tasks able to be done concurrently with Framing and Plumbing. Non-essential tasks are separated from essential tasks and are highlighted in red. Non-essential tasks include Driveway Pavement, Landscaping, Trim, and Appliances.]
Step 4: Make time estimates
After determining tasks and dependencies, consult key stakeholders to get accurate time estimates for each task. This is a crucial step in determining your critical path. If your time estimates are significantly off, it may cause the length of your critical path to change. Time estimates can be reviewed and updated throughout the project, as necessary.
Task | Duration | Dependency |
---|---|---|
A) Excavation | 1 Day | |
B) Foundation | 3 Days | A) Excavation |
C) Framing | 15 Days | B) Foundation |
D) Roof | 3 Days | C) Framing |
E) Plumbing | 4 Days | C) Framing |
F) HVAC | 3 Days | C) Framing |
G) Electrical | 3 Days | C) Framing |
H) Insulation | 2 Days | E) Plumbing, F) HVAC, G) Electrical |
I) Drywall + Paint | 15 Days | H) Insulation |
J) Flooring | 7 Days | I) Drywall + Paint |
[Long description of graphic above: Essential tasks, including Start, Excavation, Foundation, Framing, Roof, HVAC, Plumbing, Electrical, Insulation, Drywall+Paint, Flooring, and Finish, are laid out in a sequential path and highlighted in blue. Roof, HVAC, and Electrical are shown as tasks able to be done concurrently with framing and plumbing. Non-essential tasks are separated from the blue items and are instead highlighted in red. The non-essential tasks include Driveway Pavement, Landscaping, Trim, and Appliances. Additionally, each task, (other than Start and Finish) include the task duration measured in days as laid out in the Step 4 table.]
Step 5: Find the critical path
Now that you have your estimated durations for each task, add that information to your network diagram:
If you add up the durations for all of your “essential” tasks and calculate the longest possible path, you can determine your critical path. In your calculation, only include the tasks that, if they go unfinished, will impact the project’s finish date. In this example, if the “non-essential” tasks—like landscaping and driveway pavement—are not completed, the house structure completion date will not be impacted.
You can also calculate the critical path using two common approaches: the forward pass and the backward pass. These techniques are useful if you are asked to identify the earliest and latest start dates (the earliest and latest dates on which you can begin working on a task) or the slack (the amount of time that task can be delayed past its earliest start date without delaying the project).
- The forward pass refers to when you start at the beginning of your project task list and add up the duration of the tasks on the critical path to the end of your project. When using this approach, start with the first task you have identified that needs to be completed before anything else can start.
- The backward pass is the opposite—start with the final task or milestone and move backwards through your schedule to determine the shortest path to completion. When there is a hard deadline, working backwards can help you determine which tasks are actually critical. You may be able to cut some tasks—or complete them later—in order to meet your deadline.
You can read more about each of these concepts and critical path calculation methods in the following articles:
Video: Getting accurate time estimates from your team
Gathering Accurate Estimates from Your Team: Soft Skills Matter
This video highlights the importance of soft skills in getting accurate estimates from your team for project scheduling:
Key Strategies:
- Asking the Right Questions:
- Use open-ended questions to encourage detailed responses about tasks and working styles.
- Example: “How long does it typically take you to mock up a similar website design?” instead of “Can you finish the mock-ups in one week?”
- Ask follow-up questions to gain deeper insights (complexity, risks, availability).
- Negotiating Effectively:
- Understand competing priorities and workloads of team members.
- Gently challenge estimates with follow-up questions to understand flexibility.
- Find solutions that work for everyone (e.g., phased deliverables, additional resources).
- Practicing Empathy:
- Consider overall workload, external commitments, and personal circumstances.
- Adjust schedules to avoid overloading team members during busy periods.
- Express appreciation for their collaboration and support.
Benefits:
- More accurate project schedules: Realistic estimates lead to better planning and execution.
- Improved team communication and trust: Open and collaborative discussions foster engagement.
- Increased sense of shared ownership: Team members feel valued and invested in the project’s success.
Remember: Effective communication and interpersonal skills are crucial for gathering accurate estimates and building successful project teams.
Hi again. Ready to get
back into it? Let’s go. Time estimation,
effort estimation, and capacity planning are all helpful techniques for creating
your project schedule. At the center of all this
planning is your team. Throughout the
schedule-planning process, you’re working with teammates to gather estimates,
and you’re taking into account each
person’s capacity when building the
project schedule. It makes sense to involve
your teammates at this stage. After all, the person assigned to the given
task is likely to have the best sense of how long it will take to
complete that task. They’ll also have
the best sense of their own capacity for
taking on the work. But these conversations are a two-way discussion, and
you’ll need to tap into your soft skills to get the most accurate
estimate from your team. Soft skills are personal
characteristics that help people work
effectively with others. These include crucial communication and
interpersonal skills we’ve discussed over the
course of this program. Soft skills can be important
when trying to understand what might be blocking
someone’s ability to do their best work. Let’s go over three ways to use soft skills and gather accurate estimates
from your teammates. These are asking the
right questions, negotiating effectively,
and practicing empathy. Let’s start with asking
the right questions. Think of conversations around the time estimation
as a kind of interview. You’re connecting with your
teammates to learn more about how they work
on specific tasks, and you’ll use this information
to build your schedule. To aim to get the most
relevant information from these conversations, you’ll want to be certain
that you’re asking effective, open-ended questions that lead to the answers you’re seeking. An open-ended question
is a question that cannot be answered
with a yes or a no. The answer provides
the relevant details of what you need to know. Let’s imagine this in the context of your
project at Office Green. You’ve discussed the design
of the new website with your web designer, and
you’d like to know how long it will take them to mock up designs for your review. Now let’s say you start the conversation by
asking a question like, can you complete the
mock-ups in one week? This is a closed-ended question and might elicit a simple
yes or no answer, which doesn’t tell you much
about the task of designing a website or about your
teammate’s working style. Now, imagine if you had started this conversation with
an open-ended question. For example, you might ask the web designer
something like, how long does it
typically take you to mock up a website
design like this one? This is an open-ended
question and is more likely to elicit a more
detailed response. From there, you can ask
follow up questions like, how complex are the steps
to complete this task? What are the risks
associated with this task? And, when do you think you
can have this ready? By asking your
teammates effective, open-ended questions about
their assigned tasks, you can learn more about how
they work and what they do. As you have more of
these conversations, you will develop
a better sense of your teammates roles
and their tasks, and you will be able
to rely less on your team to make
accurate estimates. Another way to use soft
skills to gather estimates from teammates is to
negotiate effectively. Part of your job as
the project manager is to bridge the gap between high-level goals of the project and the day-to-day
perspective of your team. While your project might
be your number one priority, it’s possible that people
on your project team have competing priorities
on other teams to keep track of, as well. Negotiating effectively
can help you influence a team member to make your
project their priority, by collaborating to find an outcome that
works for everyone. For example, let’s imagine
that the website designer estimates it will take them two weeks to mock up the
website design for review. But perhaps you were hoping that the estimate might be
closer to one week. To arrive at an
estimate that works for both you and the designer, you might gently challenge the estimate by asking
follow-up questions. Perhaps you’d ask if
their estimate includes mocking up designs
for multiple pages. If so, you might ask if the
designer is able to share one or two pages with you sooner than their
proposed deadline. By asking questions, you can determine if their
estimate is flexible, or if you need to bring in an additional designer
to support the schedule. By negotiating effectively
with your teammates, you can create a sense
of shared ownership over the project outcomes and create a schedule that aligns
with everyone’s workload. Now let’s discuss the value
of practicing empathy. Empathy refers to a
person’s ability to relate to the thoughts
and feelings of others. Practicing empathy at work can be a very effective way to
build trust with your team. Your teammates are humans, and each person can
only do so much. When you’re discussing
estimates with the team, you might practice empathy by asking each person
about their workload, including work outside of your project and the
overall work-life balance. You might also ask if they’ve scheduled vacation or leave during the duration
of the project, or if there are crucial holidays in which they won’t be working. This can help you
avoid assigning tasks when teammates are unable
to complete them on time. For example, the web
designer might tell you that they’re also designing a website for another team at Office Green, and that the timeline for
both projects overlap. So, to avoid overloading
your designer with work, you might work with the
other project manager to balance workloads
across the teams. People like to feel
their work is valued, so part of empathy
is remembering to always be appreciative
of the work, collaboration, and support that you’re getting from the team. So, to recap, asking the
right questions, negotiating effectively, and practicing empathy
can help you get viable, accurate estimates from your teammates about
project tasks. Coming up, we will
discuss putting these estimates to good
use in the project plan.
Video: Angel: The value of interpersonal skills in time estimation
Angel’s Guide to Soft Skills in Project Management:
Key Points:
- Technical + People Skills: Combine technical knowledge with strong emotional intelligence and interpersonal skills.
- Understanding the Team: Read and respond to individual and team needs, fostering inclusivity and drawing insights from quieter members.
- Asking Good Questions: Encourage open communication and identify roadblocks proactively.
- Collaboration and Problem-Solving: Facilitate teamwork, identify patterns, and address issues constructively.
- Relationship Building: Empathize and understand team members’ processes, promoting open communication and shared learning.
- Soft Skills Across Industries: Project management skills are transferable across diverse fields, focusing on methodology, process, and team dynamics.
Benefits:
- Accurate estimations and planning: Better understanding of team capacity and needs.
- Improved communication and trust: Openness, inclusivity, and a collaborative approach.
- Enhanced problem-solving and learning: Proactive identification and resolution of challenges.
- Increased team motivation and engagement: Feeling valued and heard fosters commitment.
Remember: Project management success hinges on strong technical skills as well as the ability to effectively connect with and lead your team. Cultivate your emotional intelligence and communication skills to build a collaborative and productive environment.
Hi, my name is Angel, and I’m
a Program Manager at Google. I’m a mechanical
engineer by degree. My first boss out of school
said, “You’re an okay engineer, but your people skills
are off the charts.” Having a technical background and having really good people
skills is hard to find. Soft skills to me have a lot to do with
emotional intelligence—being able to read other people and then ultimately really
knowing yourself—and being able to read the team, read what they need, but then at the same time, what am I doing? Either influencing the
team in a good way, in a bad way, or just
a different way. Just asking, sometimes,
people that don’t usually raise their hand to give
input goes a long way, because a lot of times the folks that are maybe a little
more quiet are genuinely thinking about the
problem and may have a lot of insights that if you didn’t catch on that or ask
them, you could miss out. And so, to me, soft skills just means, just really understanding the emotional needs of the team. That can really help with, whether it’s
estimations or costs, whether it be labor
or dollar-wise, get the full view from the team of what that
might look like. When it comes to task estimation
and time estimations, the other thing is just
asking good questions. Not just, “I need
you to go faster,” but really saying, “Hey, how much faster could you
go if I gave you this? What is stopping you
from going faster? What teams would you need to get involved to help this?” or “Hey, we have an issue, are there similar issues in
other parts of this project, and do we need to get together in a larger group to
bring that together?” I think as a Program
Manager that’s really your role is to see
patterns in a project and see where things are either slowing down or at
a complete stop, and having those soft
skills to be able to bring the team together
to solve that problem, and to even just see it. Just to acknowledge that there is a problem, and instead of blaming is really just digging in, and how do
we learn from this? How do we fix this?
How do we move on? Some of the things
that also help is just relating to
your team members. If you’ve either been
in a similar situation or just trying to understand
what their process is. Sometimes just having people walk through the estimate out loud can sometimes come up
with realizations of, we can save more time or could improve this
just by talking it out. I’ve been a Project Manager for machines that make labels
to locomotive engines to how you make plywood. Project management skills
don’t necessarily need to be all about the
field that you’re in. It’s really more
about the method and the process and how you structure a team and get
people to work together.
Utilizing tools to build a project plan
Video: Developing a project schedule
Using Time Estimation to Prevent Project Failure: Building a Project Plan
This video focuses on creating a project plan to prevent project failure by utilizing time estimation methods from previous videos.
Key Points:
- Project Schedule:
- Foundation of a good project plan.
- Includes all tasks, owners, and deadlines.
- Tools like spreadsheets and Asana can be used to build it.
- Gantt Chart:
- Popular project scheduling tool.
- Visual representation with horizontal bars showing tasks, durations, and dependencies.
- Useful for tracking task progress and identifying potential roadblocks.
- Building a Gantt Chart in a Spreadsheet:
- Organize columns by task details, owners, dates, and progress.
- Use separate tabs for different project documents (RACI chart, communication plan, etc.).
- Alternative Tools:
- Digital documents with task lists and linked documents.
- Kanban boards for visualizing task progress using cards.
- Choosing the Right Tool:
- Select a tool that best suits your team’s preferences and project complexity.
- Ensure the plan includes goals, tasks, owners, deadlines, and relevant documentation.
Next Steps:
- Learn best practices for building a project plan in the next video.
Using Time Estimation to Prevent Project Failure: Building a Project Plan Tutorial
Feeling overwhelmed by project deadlines? Fear not! This tutorial will guide you through building a rock-solid project plan using time estimation techniques, preventing project failure and keeping you on track for success.
Step 1: Gather Your Tools
Before diving in, equip yourself with the right tools:
- Time Estimation Methods: Recall methods like Expert Judgment, Analogous Estimation, and Parametric Estimation explored in previous videos. Choose the most suitable method for your project.
- Project Management Software: Consider free options like Asana or Trello, or paid options like Microsoft Project or Wrike. Spreadsheets work too!
- Communication Channels: Define how you’ll communicate updates, roadblocks, and progress within your team (e.g., email, messaging platforms).
Step 2: Break Down Your Project
Imagine your project as a giant LEGO set. Now, break it down into smaller, manageable tasks:
- Identify Deliverables: What are the key outputs of your project? Milestones within the project?
- Decompose Tasks: For each deliverable, list individual tasks required to achieve it. Be as granular as possible.
- Estimate Durations: Apply your chosen time estimation method to each task. Consider dependencies between tasks.
Step 3: Build Your Project Schedule
Time to assemble your LEGO project! Choose your preferred tool:
- Gantt Chart: Visualize tasks as horizontal bars, representing start/end dates and durations. Great for timelines and dependencies.
- Kanban Board: Use cards to represent tasks, moving them across stages like “To Do,” “In Progress,” and “Done.” Ideal for agile projects and visualizing workflow.
- Spreadsheet: Create a table with tasks, owners, start/end dates, durations, and progress. Flexible and easily customizable.
Step 4: Integrate Time Estimation
- Effort: Translate estimated durations into person-hours or person-days for each task.
- Resource Allocation: Assign tasks to team members based on their skills and availability. Consider workload balance.
- Buffer Time: Add buffer periods (10-20%) to account for unforeseen delays or challenges.
Step 5: Refine and Communicate
Your project plan isn’t set in stone!
- Get Feedback: Share your plan with stakeholders and team members for feedback and buy-in.
- Iterate and Adapt: Revise your plan based on feedback, adjusting task durations, dependencies, or resource allocation.
- Communicate Regularly: Keep everyone informed about progress, updates, and potential roadblocks. Use your chosen communication channels effectively.
Bonus Tips:
- Track Progress: Monitor your plan regularly, comparing actual progress to estimated durations. Adjust as needed.
- Embrace Flexibility: Unexpected things happen! Be prepared to adapt your plan and react to changes effectively.
- Celebrate Successes: Acknowledge milestones and achievements to keep team morale high.
Remember: Building a project plan is an ongoing process. By using time estimation effectively, you’ll create a roadmap for success, navigate challenges proactively, and deliver projects on time and within budget. Now go forth and conquer your project goals!
Why do people working in project management find a Gantt chart useful? Select all that apply.
It presents clear breakdowns of who is responsible for work and when those tasks are due.
A Gantt chart is a horizontal bar chart that offers an overview of the project schedule. This visual format makes it easy to understand what team members need to do and when. It also helps clarify how an individual team member’s tasks connect to other project tasks.
It offers a highly visual representation of project tasks.
A Gantt chart is a horizontal bar chart that maps out a project schedule. Gantt charts display a highly visual representation of project tasks, who is responsible for what work, and when tasks are due.
Hi again. In the previous videos, we took you through a few
different time estimation methods. Now you can relate how to
use time estimation methods to prevent project failure. Let’s discuss how to pull all of
this information into a project plan to help you and your team stay
on track to meet your goals. Even the simplest projects can benefit
from a clear plan, and an anchor of a good project plan is a clear schedule
containing all the tasks of a project, their owners, and
when they need to be completed. Once you have your project schedule,
you can build a solid plan around that schedule using tools like
spreadsheets and Asana. We’ll explain these
tools in a few moments. But first,
let’s discuss building a project schedule. There are many helpful tools that you
can use to create a project schedule, but let’s focus on one that we sometimes use
here at Google called a Gantt chart. A Gantt chart is a horizontal bar chart
that maps out a project schedule. Fun fact: the chart gets its name
from American engineer, Henry Gantt, who helped popularize
the chart in the early 1900s. So, why did people working in project
management find this chart useful? Well, it’s a highly visual
representation of a projects tasks with clear breakdowns of who’s responsible
for the work and when those tasks are due. For many people, a visual aid that builds
upon written directions can be a helpful way to understand and synthesize the work
they need to do, when they need to complete it,
and how their individual tasks connect to the other tasks in a project. Gantt charts are almost like calendars. They feature the start and
end dates of each task, and the bars align with how much time
is devoted to each of those tasks. For example,
let’s say that your teammate, Leon, is tasked with creating a project
charter and another teammate, Kylie, is tasked with reviewing and
editing the charter when Leon is finished. Using a Gantt chart, you’ll use colored
bars to illustrate the days that they’ll be working on these tasks. With this method, you and the rest of your team can determine
that Leon has Friday, Monday, and Tuesday to work on the chart, and Kylie
has Wednesday to complete any revisions. The bars cascade down to
illustrate the passing of time and the blocks of time in which
the tasks are completed. Gantt charts can be a helpful tool for
tracking schedules, but what kinds of tools can you
use to make a Gantt chart? There are a few options, but we’re going
to focus on a straightforward spreadsheet. Creating a Gantt chart in
a spreadsheet is pretty simple. You can organize your left columns by
items like task title, task owner, start date, due date, duration,
and percent of task complete. This is a great place
to list the tasks and milestones previously identified
in a work breakdown structure. You’ll include relevant information in
the rows below, organized by start date. On the right side of your sheet,
you’ll order your columns by the weeks estimated to complete the project
from start to finish. In the rows below that, you’ll include bars representing the dates
when certain tasks will take place. Kind of neat, right? Spreadsheets are helpful here, because they can hold more information
than just the Gantt chart. Though the project schedule serves as
the central component of the project plan, you can use separate tabs on
your spreadsheet to house or link to other documents you
want to include in your plan, like a RACI chart or a project charter. You may also opt to include your plans for risk management and
communication here too. With a spreadsheet, you can simply
add a tab for your documents. Keeping every document for
the project in one spreadsheet saves time, helps everyone stay organized, and reduces the burden of having to search
through emails for information. Alternatively, you can also opt to use
a digital document to link out all the relevant documents. While Gantt charts are a useful tool,
they are far from the only option for your project plan, and there are plenty
of reasons why this form of documentation might not work for you or
your project team. For a simple project, you might find that
your team responds better to a digital document that features a list of tables or
tasks, their owners, due dates, and links to other relevant planning documents. Or perhaps your team works
best with Kanban boards, which uses cards to track and visualize the progress of your tasks. Regardless of your chosen tool,
if your plan includes the project’s goals, its tasks, owners, start and end dates, and relevant planning documentation, then you’ll be able to keep
everyone on the same page. Now you know a bit more about the tools
that can be used to create a project schedule. Up next, we’ll discuss best practices for
building a project plan. Meet you in the next video.
Practice Peer-graded Assignment: Activity: Estimate a project plan in a Gantt chart
Reading
Activity Overview
In this activity, you will practice estimating a project plan by creating a Gantt chart. Gantt charts are especially helpful for visually mapping out project schedules and tasks. They are useful for complex projects because they clearly show project tasks, task owners, when tasks are being worked on, and when those tasks are due.
This activity expands on the Office Green operations launch scenario you used to create your WBS.
After you submit your work, review and respond to at least two of your classmates’ assignments.
Scenario
Review the scenario below. Then complete the step-by-step instructions.
In the previous activity, Activity: Use a WBS to create project tasks and milestones – Part 1, you began a new stage of the Plant Pals project for Office Green. This part of the project involves working with the operations team to develop and implement an Operations and Training plan for the new service.
As a reminder, here is a review of the Operations and Training plan:
- Your team will use the plan for ongoing maintenance of the Plant Pals service.
- It will take six months to fully implement all protocols, including setting up operational tools, putting delivery processes in place, and training employees.
- The project will begin before the Plant Pals launch and extend beyond it.
Your team for this stage of the project includes the following roles:
- A Financial Analyst, who tracks and calculates costs and revenue
- A Fulfillment Director, who sources materials, confirms fulfillment processes are correctly implemented, and ensures equipment is functional (with the help of the Quality Assurance Tester)
- An Inventory Manager, who maintains inventory and oversees software installation
- A Human Resources Specialist, who manages hiring and develops training protocols (with the help of the Training Manager)
- A Training Manager, who reports to the HR Specialist, runs the training program on the established protocols, and refines training processes
- A Quality Assurance Tester, who ensures product quality and determines safety protocols and best practices
There are three major milestones and associated tasks for the Operations and Training plan:
Milestone 1: Establish a plant delivery and logistics plan
- Source packaging materials. This task will take 10 business days (March 1st to March 12th).
- Hire delivery drivers. This process will also take ten business days (March 15th to March 26th).
- Calculate the delivery fees. This task will also take 10 business days (March 29th to April 9th).
Milestone 2: Select and install supply chain software and equipment
- Supervise vendor setup of inventory management and fulfillment software. This process will take three business days (April 12th to April 14th).
- Supervise vendor installation of the fulfillment equipment from April 15th to April 16th (two business days).
- Determine internal safety protocols for the equipment from April 19th to April 30th (10 business days).
Milestone 3: Develop and launch an employee training program
- Develop training sessions. This task will take 10 business days (May 3rd to May 14th).
- Train employees to use the software and equipment. The training sessions will take place over 10 business days (May 17th to May 28th).
- Monitor employee progress and improve training processes. This process will last for 10 business days (May 31st to June 11th).
Your goal is to put all of this information into a Gantt chart, so your team can tell who owns what tasks, when each task is due, and how long the overall project will take.
Step-By-Step Assignment Instructions
Step 1: Access the template
To use the template for this course item, click the link below and select “Use Template.”
Link to template: Gantt chart
Step 2: Add milestones to your Gantt chart
Add your three project milestones to the Gantt chart in sequential order. Enter them in the grey cells under Milestones & Tasks. We have already added one milestone for you (“Develop and launch an employee training program”).
Step 3. Add tasks to your Gantt chart
Now add the project tasks to the Milestones & Tasks column. Be sure to list each task in sequential order under the appropriate milestone. Your chart should contain three tasks per milestone (nine tasks in total). We have already added one task per milestone for you.
Step 4: Assign task owners
Next, determine who should own each task. When selecting task owners, consider how your team members’ jobs relate to the project’s tasks. Enter each task owner’s role under the Task Owner column.
Note: While more than one person can work on a task, you should assign only one owner per task.
Step 5: Set start dates, due dates, and durations
Now review the scenario and write the start date for each task under Start Date. Then enter task due dates under Due Date. Finally, record each task’s duration under Duration.
Note: Make sure to exclude weekends when calculating durations.
Step 6: Color code your timeline
On the right side of the chart, under Phase One, Phase Two, and Phase Three, mark the duration of each task by color-coding the cells below the corresponding dates.
For example, Task 1.2 runs from March 15th through March 26th. We’ve filled in the boxes that correspond to those dates in the template. Be sure to use the shade of blue that matches each project phase in the chart.
Pro Tip: Save the template
Finally, be sure to save a blank copy of the Gantt chart template you used to complete this activity. You can use it for further practice or in your own personal or professional projects. These templates will be useful as you put together a portfolio of project management artifacts. You can use them to work through your thought processes as you demonstrate your experience to potential employers.
Video: Project plan best practices
Building a Great Project Plan: 5 Best Practices
This video outlines 5 best practices for creating a project plan that remains useful throughout the project lifecycle:
1. Review Deliverables, Milestones, and Tasks:
- Break down big goals into smaller, achievable milestones and tasks.
- Assign each task to a team member with a start and end date.
- Ensure clarity for both internal team and stakeholders.
2. Give Yourself Time to Plan:
- Planning is crucial, especially for complex projects with multiple deliverables.
- Be realistic about team capacity and avoid overloading individuals.
- Use time estimation methods and buffer time for flexibility.
3. Expect the Unexpected:
- No project goes perfectly, so anticipate and plan for potential risks.
- Create mitigation strategies to address common issues.
- Build buffer time into the schedule to accommodate unforeseen delays.
4. Stay Curious and Ask Questions:
- Seek input from your team about their tasks and challenges.
- Understand stakeholder expectations, priorities, and communication styles.
- Collaborate to build a stronger plan and foster trust within the team.
5. Champion Your Plan:
- Ensure the chosen tool and information are accessible and user-friendly.
- Communicate the plan’s benefits to team members and stakeholders.
- Encourage regular updates and adherence to the plan for its success.
By following these practices, you can create a robust project plan that guides your team effectively and increases your chances of project success.
Building a Great Project Plan: 5 Best Practices Tutorial
Ready to craft a project plan that sets your team up for success? This tutorial dives into five key practices to ensure your plan remains valuable throughout the project journey.
Step 1: Break Down the Big Picture
- Review Deliverables & Milestones: Recall your project charter’s goals and deliverables. Now, dissect them! For example, a new website becomes milestones like “web dev kickoff meeting” and “stakeholder approval on design.”
- Task It Out: Each milestone crumbles into smaller tasks like “mockup website design” and “develop landing page.” Assign tasks to team members with clear start/end dates. Remember, every deliverable requires this breakdown!
Step 2: Plan Wisely, Plan Thoroughly
- Embrace the Planning Phase: Don’t underestimate the importance of dedicated planning time, especially for complex projects. It allows for realistic assessment of your team’s capacity and workload.
- Be Realistic: You and your team aren’t superhuman. Utilize time estimation methods to understand project duration and milestone deadlines. Don’t forget buffer time for unexpected hiccups!
Step 3: Expect the Bumps in the Road
- Anticipate the Inevitable: Even the best plans encounter roadblocks. Identify potential risks (e.g., vendor delays) and brainstorm mitigation strategies. Buffer time becomes your ally again!
- Embrace Risk Management: Learn more about creating a risk management plan later in this course. It’s an essential tool for proactive problem-solving.
Step 4: Curiosity is Your Ally
- Tap into Team Expertise: You aren’t an island! Ask your team questions about their tasks and any challenges they foresee. Their insights strengthen your plan and build trust.
- Understand Your Stakeholders: Don’t forget about stakeholders! Ask about their communication preferences and expectations. Understanding their needs ensures smooth information flow.
Step 5: Champion Your Plan for Success
- Accessibility is Key: Choose a planning tool that everyone can use comfortably. Ensure information is clear and readily available for both your team and stakeholders.
- Become a Plan Evangelist: Explain the benefits of following the plan to your team. Encourage regular updates and adherence to keep everyone on track. Remember, a plan gathering dust isn’t helpful!
Bonus Tip: Remember, your plan is a living document. Be prepared to adapt and adjust as needed throughout the project lifecycle.
By following these best practices, you’ll empower your team with a clear roadmap to project success. Now go forth and conquer those project goals!
Which strategies can help your team get a realistic sense of how long the project will take? Select all that apply.
Capacity planning
It’s important to assess what the team can and cannot accomplish within a certain time frame. That’s where effort estimation and capacity planning can help. These strategies offer the team a sense of how long a project will take and when the team will reach its milestones.
Effort estimation
When creating a project plan, it’s important to get a sense of how long the project will take. To do that, project managers use effort estimation and capacity planning. These strategies help the team understand project duration and when they will reach project milestones.
Hi again. Earlier, you learned about
creating a project plan based on a project schedule that lists all of the milestones,
tasks, and deadlines for the project and that clearly outlines the people
responsible for each task. You also learned about Gantt charts, which
are simple visual ways to create your schedule. So, how can you help make sure that
your plan works for you and your team? Let’s discuss five best practices for
building a great project plan that will remain useful throughout the execution and
closing phases of your project. Those include: ensuring careful review
of project deliverables, milestones,
and tasks; giving yourself time to plan; recognizing and planning for
the inevitable (things will go wrong); staying curious; and championing your plan. First, you’ll want to ensure that
you’ve carefully reviewed the project’s deliverables, milestones, and tasks. During the initiation phase, you’ll
recall that you created a project charter with important information
regarding your project, like your goal, scope, and deliverables. When a project enters the planning phase,
your plans become more granular. Let’s discuss this in the context
of your project at Office Green. In your plan, you need to break
this information down further. You’re creating a new website for
the service, so you’ll need to break that deliverable
down into smaller milestones, like kicking off a meeting
with the web developer and gaining stakeholder approval. And those milestones will
break down into smaller tasks, like mocking up a design of a new
website and developing a landing page. Each of these tasks will be assigned to
a teammate and given a start
and end date. Now, a new website isn’t the only
Project Plant Pals deliverable. You’ll need to break down every
deliverable into milestones and tasks to ensure that you and your team have a clear picture of what needs to be done to meet your project’s goals. Your plan revolves around completing
each and every tiny task, so you should take your time
to get this piece right. This brings me to my second tip:
give yourself time to plan. There’s a reason that planning is its
own phase of the project life cycle. It’s a time-intensive process,
especially for larger projects with
multiple deliverables. Planning gives you and your team
some time to think realistically about what your team can and cannot
accomplish within a certain time frame. You’re not a machine, and
neither are your teammates. There are limits to the amount of work any one person can do
in a given time frame. Using the strategies that we’ve shared
earlier, like effort estimation and capacity planning, can help you and your team get a realistic
sense of how long the project will take and when you’ll be able
to hit your milestones. It’s also important to allow for buffer time, since projects
rarely go exactly as planned. Later in the project, you’ll be
grateful that you initially planned for some built-in flexibility around timing. That leads nicely into my third tip: recognize and plan for
the inevitable—things will go wrong. Even with thorough planning,
your projects will still experience unexpected setbacks and
bumps in the road. You can’t plan for every problem, but
the team can identify the risks that will most likely occur and create plans
to prevent or mitigate those risks. As we mentioned before,
buffer is a helpful tool for mitigating issues related
to slowdowns in progress. You’ll learn more about how
to create a risk management plan that goes into your project
plan later on in this course. On to my fourth tip: stay curious. Though you may be the sole expert
on your project overall, it’s extremely unlikely that you’re
an expert on every task of the project. That’s why it’s so important to sit down
with your teammates during a planning phase and ask lots and lots of questions. As we mentioned earlier, asking your
teammates questions about their work can give you deeper insights into
their tasks for the project. Their input will help you
build a stronger plan, and the back and forth dialogue will
help you build trust between you and your teammates. To keep the project running smoothly, it’s also important to understand
the expectations, priorities, risk assessments, and communication
styles of your stakeholders and vendors. For example, you might ask stakeholders
how to best keep them in the loop on the project’s plans, and you might ask your vendors about
their availability to complete work for the project. Now onto my fifth tip: champion your plan. While deciding how to organize your plan, you’ll want to ask
yourself a few questions. Like, can your teammates use the tool
you used to build your plan? Is the information clear enough for
your stakeholders? Will using this plan as a single
source of truth save your team and stakeholders the time and energy when they
need to find information on the project? If the answer to each of these
questions is a strong yes, then you’re on the right track. To achieve buy-in from your teammates and stakeholders on your
project plan, champion it! Tell your team why it benefits
them to stay on top of the plan. By doing so, you may influence your
teammates to stay on track and update the plan regularly. So to recap,
you can set your project plan up for success if you review your deliverables,
milestones, and tasks; give yourself time to plan; prepare for things to go wrong; stay curious; and
champion your plan once it’s finalized. Coming up, we’ll recap what you’ve
learned over the past few videos. See you there.
Reading: Creating a project plan: Tools and templates
Reading
Project plans are critical because they are used to capture the scope and time it takes to complete a project. The project plan is essentially the project’s blueprint—it lays out all of the activities and milestones that your team needs to achieve in order to successfully complete the project. Project plans come in various shapes, sizes, and forms. Depending on the project you are managing, the template you use may vary, and some companies even have standard templates they require their project managers to use.
In the previous videos, you learned about various tools and techniques to create a project plan. But how do you know which tools and techniques to use and when? As a general rule, it is best to use a spreadsheet for a simple project and project management software for a more complex project. Regardless of what tool you use, be sure to include this key information:
- Task ID numbers or task names: You might end up with dozens, hundreds, or even thousands of tasks in a project. Assigning a task ID or name makes it easy to find and reference a task when communicating with team members and stakeholders.
- Task durations: A task duration is the amount of time you estimate that task should take. Adding task durations to your project plan helps you organize and prioritize the tasks in the project to help ensure you hit your goal on time.
- Start and finish dates: Including start and finish dates for each task helps you track whether you are progressing on time or not.
- Who is responsible for what: Including each team member’s role and responsibilities helps promote clarity and efficiency. As a best practice, assign an owner to each task, as well.
Using a spreadsheet to build a project plan
Spreadsheets are an excellent tool to use for project plans, particularly for projects that are less complex and that have a clear assignment of tasks. Spreadsheets can require a lot of manual input of information, but as a project manager, you may find that you like the control that spreadsheets provide. Spreadsheets are also customizable, so you can tailor them to your project’s needs.
The graphic below shows what a project plan for a website launch might look like in a simple spreadsheet.
Pro tip: It is important to incorporate your Work Breakdown Structure (WBS) numbers into your project plan. In this example, the ID numbers directly relate to the WBS numbers, which is a helpful way to maintain consistency.
Spreadsheet templates
It is helpful to try online tutorials so that you can get used to the different functionalities and user interfaces of each tool. We have included links to some project plan templates below:
Smartsheet: Project Plan Templates for Microsoft Word
Smartsheet: Project Plan Templates for Google Sheets
Google Project Plan Timeline Template
Microsoft Gantt Chart Template
Work management tools
There are many work management tool options available for you to utilize when planning your project. We covered some of these in previous videos, but as a refresher, it is important to keep in mind that every company, project manager, and customer has a work management tool preference. You may come across tools like Smartsheet, Asana, Jira, Trello, and many more. These tools allow for collaboration and communication at a task level.
Key takeaway
The tool you use to create your project plan should help you collect and track project details, manage your schedule, and visualize how your project is progressing. A clear, thorough, and organized project plan can help create the recipe for project management success.
Reading: Introduction to Kanban boards
Reading
Kanban boards are a visual tool used to manage tasks and workflows. Kanban boards can be created on whiteboards, magnetic boards, poster boards, computer programs, and more. Tasks associated with the project are written on cards. These cards are placed in columns, which represent the progress made.
Although Kanban boards are useful for all kinds of projects, they are typically most suitable for project teams working in an Agile project management approach. You may remember that Agile project management is an iterative approach to managing projects that focuses on continuous releases and incorporates customer feedback with every iteration. Once you become a project manager and have created your project plan, you can decide whether a Kanban board is right for your project.
Purposes of a Kanban board
Kanban boards are used to:
- Give a quick visual understanding of work details and provide critical task information.
- Facilitate handoffs between stakeholders, such as between development and testing resources or between team members who work on related tasks.
- Help with capturing metrics and improving workflows.
Using a Kanban board
Before creating a board, it is best practice to gather the necessary information and lay out key elements, such as tasks, status, dates, and durations. That information is useful when building your board.
Let’s turn our focus to an example of a Kanban board below. Each colored rectangle is associated with a task. The tasks are represented horizontally across the effort timeline. Each column represents where the task is in relation to its completion. So as a task is started, it will move from to do, to in progress. When the project is almost ready to be released or complete, it will move to testing, and when it is tested and approved, it will move to done. Note that this is just one example of a Kanban board, and depending on the tool you use—such as software or a physical board—you can customize your board using various columns and cards. The board can also have rows for resources (team or person), to help visualize who is actively working on what.
Creating cards
Cards will vary in style—you can even use sticky notes on a whiteboard—but most cards will contain a few key details about the task that they represent. When using physical cards, teams often use both sides. Here is what both sides of the card should include:
Front
- Title and unique identifier: Make sure you have a quick reference for tasks and ID numbers.
- Description of work: Briefly describe the task to be accomplished. Remember that this is intended to be captured on something no larger than an index card.
- Estimation of effort: Estimate the amount of work it will take to complete the task. For example, you can write “small,” “medium,” or “large” to indicate the level of effort you think that task will involve.
- Who is assigned to the task: Indicate who is responsible for completing the task; ideally, one person per card.
Back
- Start date: Include the start date of the task for use in metrics, tracking, and ensuring that your time estimate is accurate.
- Blocked days: Indicate which days your task may be halted. A task can become blocked if it can’t continue to be worked on. For example, if you were supposed to receive a deliverable and it hasn’t been delivered yet, then your day may be blocked for this particular task.
- Finish date: As with any plan, it is important to track when the task is supposed to be finished. This allows you to ensure that your project is still on track to reach the end goal.
Kanban board software
If you opt to use a software tool rather than a physical board, you have a few options. Asana and Trello are both great software tools to use if you are looking to introduce Kanban to your project. There are many options, so take the time to evaluate which is best for you and your project.
Test your knowledge: Utilizing tools to build a project plan
Gantt charts give project teams a visual representation of project tasks. What else do Gantt charts include?
Due dates, durations, and milestones
A Gantt chart provides a visual breakdown of project requirements and project completion dates.
What tool can a project manager use for organizing all aspects of a complex project?
Work management software
Work management software like Asana and JIRA allow collaboration and communication at the task level. These tools help streamline management of complex projects.
Which project management tool uses cards to track and visualize task progress?
A Kanban board
Kanban boards are used to manage tasks and workflows. Project managers can create Kanban boards on whiteboards, magnetic boards, poster boards, and computer programs.
When creating cards for a Kanban board, which items should go on the front of the card? Select all that apply.
Description of work
This briefly describes the task to be accomplished. The front of the card should also contain a title and unique identifier, an estimation of the effort required to complete the task, and the person assigned to it.
Title and unique identifier
These enable you to have a quick reference for tasks and ID numbers. The front of the card should also contain a description of the work, an estimation of the effort required to complete it, and who is assigned to the task.
Who is assigned to the task
This indicates who is responsible for completing the task; ideally, one person per card. The front of the card should also contain a title and unique identifier, a description of the work, and an estimation of the effort required to complete it.
Review: Building a project plan
Video: Wrap-up
This video recaps key points on building project plans:
Importance:
- Creating and managing a project plan is crucial for success.
Key Components:
- Project schedule: defines tasks, timelines, and effort estimates.
- Time and effort estimation methods: ensure realistic planning.
- Soft skills: help gather accurate estimates from team members.
- Gantt chart: visualizes the project schedule.
Best Practices:
- Review deliverables, milestones, and tasks for clarity.
- Allocate time for thorough planning.
- Expect and plan for potential issues.
- Foster curiosity and ask questions.
- Champion your plan for team buy-in.
Next Steps:
- Learn about managing costs and budgets in the next video.
Quiz: Module 2 Challenge
You create a new project plan for your company’s staff training program. Which component of the project plan tracks team member activities?
Tasks
Gemini
You are correct! The Tasks component of a project plan is the one that tracks team member activities.
Tasks are the individual, actionable steps that need to be completed within a project. They typically have a specific owner, start and end date, and may also have dependencies on other tasks. By monitoring the completion of tasks, you can track the progress of your project and ensure that team members are on track.
While other components of a project plan are important, they do not directly track team member activities:
- Time: This component typically refers to the overall duration of the project or the estimated time for each task. It does not track how individual team members are spending their time.
- Milestones: These are key points in the project that mark significant progress. They do not track ongoing activities.
- Relevant documentation: This section collects important documents related to the project, such as the budget, communication plan, and risk management plan. It does not track team member activities.
I hope this helps! Let me know if you have any other questions.
A project manager creates a task to have 100 books delivered to the company’s library. In the planning phase, how can the project manager account for the potential delays from the vendor?
Add a project buffer.
Gemini
While all of the options you mentioned could potentially help mitigate delays, here are the most effective ways a project manager can account for potential delays from the vendor in the planning phase:
1. Add a project buffer: This involves adding extra time to the estimated delivery date to account for unforeseen delays. For example, if the estimated delivery date is 10 days, you could add a buffer of 2 days, making the new delivery date 12 days. This buffer time provides space for unexpected challenges without pushing the project deadline back significantly.
2. Split the delivery task into subtasks for the vendor: Breaking down the delivery task into smaller, more manageable steps can help identify potential bottlenecks and address them proactively. For example, subtasks could include ordering the books, packaging them, and shipping them. This allows the project manager to track progress at each stage and intervene if any delays arise.
3. Communicate with the vendor regularly: Establishing clear communication channels and checking on the status of the delivery frequently allows the project manager to stay informed and address any issues early on. Daily communication might be excessive, but weekly or bi-weekly check-ins can be valuable.
Limiting the number of books delivered is not an ideal solution as it directly impacts the project’s scope and might not be feasible.
Therefore, the most effective strategies in the planning phase are adding a project buffer and splitting the delivery task into subtasks for the vendor, combined with regular communication. These proactive measures help anticipate and address potential delays, increasing the chances of successful project completion.
In project planning, float is the amount of time a task can be delayed past its earliest start date without impacting the project. How much float is allowed for tasks on the critical path?
Zero days
Gemini
In project planning, tasks on the critical path have zero days of float. This means any delay to a task on the critical path will directly impact the entire project timeline.
Here’s why:
- The critical path is the sequence of tasks in a project that directly determines the overall project duration. Delays to any task on this path directly impact the project end date.
- Float refers to the buffer time a task can be delayed without affecting subsequent tasks or the project deadline.
- Since tasks on the critical path directly influence each other, any delay in one creates a domino effect on subsequent tasks, leaving no room for “float” or buffer time.
Therefore, project managers pay close attention to tasks on the critical path and actively manage them to avoid delays. Techniques like adding buffer time to non-critical tasks, identifying potential risks, and proactively resolving dependencies can help mitigate the impact of unforeseen issues on the critical path.
Remember, having zero float doesn’t mean these tasks have no flexibility. They still might have some leeway within their scheduled duration, but delaying their start beyond that point would directly push the project end date.
As a project manager, you use interpersonal skills to lead your team effectively. You ask the right questions and negotiate effectively with your team on a daily basis. What is a third important interpersonal skill you can use?
Practice empathy
Gemini
Out of the options presented, the most important interpersonal skill you can use as a project manager is practice empathy.
Here’s why:
- Empathy: allows you to understand and share the feelings of your team members. This includes acknowledging their workload, frustrations, and successes. By showing empathy, you build trust, improve communication, and foster a positive team environment.
- Increase expectations: While setting clear expectations is crucial, it’s not an interpersonal skill. It falls under project management best practices.
- Decrease feedback: While negative or excessive feedback can hinder relationships, reducing feedback altogether deprives team members of opportunities for growth and improvement. Balanced and constructive feedback is essential.
- Perform reviews: Performance reviews are necessary for evaluation and development, but not directly related to daily interpersonal interactions.
Empathy allows you to:
- Motivate your team: Understanding individual needs and motivations helps you tailor your approach and create a more engaging work environment.
- Resolve conflict effectively: By seeing things from different perspectives, you can find solutions that address everyone’s concerns.
- Build strong relationships: When you show you care, your team members feel valued and respected, leading to stronger bonds and better collaboration.
Therefore, practicing empathy is a key interpersonal skill for any project manager seeking to lead their team effectively. It fosters trust, communication, and motivation, ultimately contributing to project success.
Remember, effective project management requires a combination of technical skills and interpersonal skills. Empathy is a powerful tool that can significantly enhance your leadership abilities and help you build a successful team.
What are the benefits of a Gantt chart? Select all that apply.
- It shows when tasks are due for a project.
- It is a highly visual representation of the project’s tasks.
- t has a clear breakdown of who is responsible for what work.
Gemini
The benefits of a Gantt chart include:
- Showing when tasks are due for a project: This is one of the core functionalities of a Gantt chart. It visually displays the start and end dates for each task, allowing you to easily see the project timeline and identify potential bottlenecks or conflicts.
- Being a highly visual representation of the project’s tasks: Gantt charts use horizontal bars to represent tasks, making it easy to see the duration and overlap of different activities. This visual layout helps project managers and team members quickly grasp the overall project flow and dependencies.
- Having a clear breakdown of who is responsible for what work: Each task on a Gantt chart can be assigned to a specific team member or resource. This promotes accountability and clarifies ownership, ensuring everyone understands their roles and responsibilities.
Therefore, the correct options are:
- It shows when tasks are due for a project.
- It is a highly visual representation of the project’s tasks.
- It has a clear breakdown of who is responsible for what work.
The option about displaying comments from stakeholders is not a typical feature of a Gantt chart. While some project management tools might integrate comments with Gantt charts, it’s not a defining characteristic.
I hope this clarifies the benefits of using a Gantt chart for project planning!
Which of the following strategies follow project plan best practices? Select all that apply.
- Ask your team members to identify risks that will most likely occur, and create plans to prevent or mitigate those risks.
- Ask team members questions about their work to gain deeper insights into their tasks for the project.
- Ask yourself if the information in your plan is clear enough for stakeholders to understand.
Gemini
Out of the options provided, the following strategies follow project plan best practices:
- Ask your team members to identify risks that will most likely occur, and create plans to prevent or mitigate those risks. This aligns with the best practice of proactively planning for potential issues and implementing risk management strategies.
- Ask team members questions about their work to gain deeper insights into their tasks for the project. This promotes collaboration and knowledge sharing, leading to a more comprehensive and realistic plan.
- Ask yourself if the information in your plan is clear enough for stakeholders to understand. This ensures transparency and accessibility, crucial for stakeholder buy-in and effective communication.
However, asking team members daily if they are able to meet the deadlines is not a best practice. While monitoring progress is important, micromanaging and excessive pressure can hinder productivity and team morale. Instead, trust in the plan and encourage open communication about any potential roadblocks.
Therefore, the best practices for project plans are:
- Proactive risk management.
- Collaboration and knowledge sharing.
- Transparency and accessibility for stakeholders.
Remember, a successful project plan fosters trust, empowers your team, and provides a clear roadmap for achieving project goals.
As a project manager, you are midway through the execution phase and notice there are still many tasks to complete for the project. How can you help ensure the project can still be completed on time?
Review the task list with team members and stakeholders to eliminate unnecessary work.
Gemini
While some options might seem tempting, they aren’t ideal:
- Documenting concerns and ordering faster work: This demotivates the team and ignores potential root causes.
- Assigning more tasks: Overburdening team members leads to errors and burnout.
- Staying silent and remaining optimistic: Ignoring issues risks missing deadlines and creating bigger problems.
Here are two effective strategies to address this situation:
1. Review the task list collaboratively:
- Gather your team and stakeholders: Discuss the remaining tasks and timeline openly.
- Identify unnecessary work: Analyze if tasks can be merged, simplified, or eliminated.
- Re-estimate durations: Evaluate if initial time estimates were realistic.
- Adjust the plan: Update deadlines or dependencies based on new information.
2. Proactively manage risks and dependencies:
- Review potential risks: Identify and address roadblocks that could delay progress.
- Communicate clearly: Explain challenges and adjustments to everyone involved.
- Track progress closely: Monitor task completion and dependencies to identify early warning signs.
- Be flexible and adaptable: Be prepared to adapt the plan as needed based on emerging situations.
Remember, open communication, collaborative problem-solving, and proactive risk management are key to ensuring project success, even when facing challenges.
ChatGPT
The correct approach would be:
- Review the task list with team members and stakeholders to eliminate unnecessary work.
This involves reassessing the task list for efficiency and making informed decisions to streamline the remaining work.
CoPilot
As a project manager, it’s crucial to address the situation proactively to ensure the project stays on track. Let’s evaluate the options:
- Document the concerns about the task list and instruct your team to work faster: While documenting concerns is essential, merely instructing the team to work faster without a clear plan may not be effective. It’s important to identify specific bottlenecks and collaborate with the team to find solutions.
- Review the task list with team members and stakeholders to eliminate unnecessary work: This is a prudent approach. By reviewing the task list, you can identify any redundant or non-essential tasks. Streamlining the work can help improve efficiency and keep the project on schedule.
- Assign more tasks to team members who appear to have time available: While distributing tasks evenly is important, overloading certain team members may lead to burnout or compromised quality. It’s essential to balance workload and consider individual capacities.
- Keep quiet about your concerns and be more optimistic to help the team: While optimism is valuable, ignoring concerns won’t address the underlying issues. As a project manager, transparency and problem-solving are critical. Being overly optimistic without addressing challenges may lead to missed deadlines.
Given these options, I recommend reviewing the task list with team members and stakeholders. Engage in open communication, identify areas for improvement, and collaboratively find solutions to keep the project on track. 🚀
What steps can a project manager take to overcome the planning fallacy? Select all that apply.
- Consider all risks and carefully examine them.
- Meet with teammates to uncover potential risks.
Gemini
Out of the options provided, the following steps can help a project manager overcome the planning fallacy:
- Consider all risks and carefully examine them: The planning fallacy often stems from underestimating potential problems. By thoroughly identifying and analyzing potential risks, project managers can develop more realistic plans and avoid underestimating the time and resources needed.
- Meet with teammates to uncover potential risks: Collaborative brainstorming with team members helps unearth issues and perspectives that the project manager might not have considered alone. This collective effort leads to a more comprehensive understanding of potential challenges and helps create contingency plans.
However, the other options don’t address the core issue of the planning fallacy:
- Expanding the project scope: This actually exacerbates the problem by adding more work and complexity to the already underestimated timeline.
- Increasing the project’s budget: While more resources might help mitigate some delays, it doesn’t address the underlying tendency to underestimate time and effort required.
Therefore, the best strategies to overcome the planning fallacy involve:
- Proactively identifying and analyzing risks.
- Collaborating with team members to gain diverse perspectives.
By practicing these approaches, project managers can create more realistic plans and avoid the pitfalls of underestimation that often lead to project delays and setbacks.
Which of the following are some steps to create a critical path? Select all that apply.
Make time estimates. Set dependencies. Create a network diagram.
Gemini
Out of the options provided, the following steps are crucial for creating a critical path:
- Make time estimates: Accurately estimating the duration of each task is essential for identifying the longest chain of dependent tasks.
- Set dependencies: Identifying how tasks relate to each other (e.g., which tasks must be completed before others can begin) is vital for understanding the flow of the project and determining the critical path.
- Create a network diagram: This visual representation of tasks and their dependencies helps you see the bigger picture and identify the critical path.
However, consulting your main customer is not directly involved in creating the critical path itself. While customer input is valuable for understanding project goals and priorities, it doesn’t determine the most time-sensitive sequence of tasks within the project.
Therefore, the steps to create a critical path are:
- Making time estimates.
- Setting dependencies.
- Creating a network diagram.
By following these steps, you can identify the sequence of tasks that directly impacts project completion and focus your efforts on optimizing those critical areas.
Fill in the blank: A Kanban board utilizes cards placed in columns to _____.
manage tasks
Gemini
The correct answer is manage tasks.
A Kanban board utilizes cards placed in columns to manage tasks. The columns typically represent different stages of the workflow, such as “To Do,” “In Progress,” and “Done.” Tasks are represented by cards that are moved between columns as they progress through the workflow. This visual approach helps teams see the status of all tasks at a glance and identify any bottlenecks that might be slowing down progress.
While Kanban boards can be used to indirectly estimate budgets and timelines by associating effort estimates with tasks, their primary purpose is to visualize and manage the flow of tasks within a project. They do not set the timeline or budget themselves. They also serve no specific purpose in organizing documents, although documents can be linked to tasks on some Kanban boards.
I hope this clarifies the role of a Kanban board!
Nice work! Let’s recap
what we’ve just covered. First, we took you
through why it’s necessary to create and
manage a project plan. At the center of the project
plan is a project schedule, and we discussed methods
for determining realistic time and effort
estimates for each task. You also learned more about the power of soft skills to help you gather time and
effort estimates from members of your team. We also introduced
you to a Gantt chart, which is a useful tool for visualizing a project schedule. And, I shared my best practices for creating a project plan
that will serve as a useful source of
information throughout the planning phase
and execution phase. Coming up, we’ll take you through managing costs and
budgets. See you soon.