Project Management Partners’ P7™ Planning Guide is a management aid — it is intended to help you do your job better, not to drown you in paperwork. It is 100% compatible with A Guide to the Project Management Body of Knowledge. The document contains seven sections:
- Scope Statement Guidelines explains the major elements of a good scope statement and provides samples from both small and large projects. Writing the scope statement is usually the first step in project planning.
- The Work Breakdown Structure (WBS) Template explains the purpose of the WBS, provides a generic WBS, and includes detailed descriptions for each of the generic activities. This section also contains a short primer on how to develop a custom WBS.
- The Project Start-up Checklist is designed to be completed after you have developed your baseline plan, but before you actually start work on your project. It includes nearly 50 questions to warn you of potential issues. It contains the following subsections:
- Red Flags — Danger Ahead
- Project Plan Coverage (sample attached - requires Adobe Acrobat)
- Plan Maintenance
- Staffing
- Client Environment
- Technical Environment
- Product Environment
- The Project Review Checklist is a slightly modified version of the Project Start-up Checklist. It should be completed periodically throughout the project and contains the same subsections as the Project Start-up Checklist.
- The Project Scheduling Checklist includes a dozen questions to ask after you’ve scheduled your project. It includes questions for projects scheduled manually as well as for those using project management software.
- The Staffing Profile describes fourteen project competencies that you can use to either help guide staff selection or to assess strengths and weaknesses once you know who has been assigned to your project. It includes two formats:
- Team Competency Assessment
- Individual Competency Assessment
- The Project Close-out Checklist is designed to help ensure that nothing slips through the cracks at the last minute so you can move on to your next project with an empty to-do list. It contains the following subsections:
- Technical Close-out
- Administrative Close-out
Each question on each checklist has a sentence or two of commentary to serve as a reminder of why your answer to that question is important.
To order your copy of the P7™ Planning Guide, please send a check for US$49 per copy to:
P7 Planning Guide
Project Management Partners
114 Waltham Street, Suite 14
Lexington, MA 02421 USA
Checks should be made payable to "Project Management Partners."
The P7™ Planning Guide comes in a 3-ring binder and includes both paper copies of the checklists (suitable for reproduction) and a diskette with electronic copies in Microsoft Word 6.0. Individual purchasers are entitled to copy or print checklists for their own projects only. Corporations are requested to purchase a site license; pricing on request.
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