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Lesson 3 | Project Planning

Welcome to Lesson 3, Project Planning

So, you've initiated your project with a Project Charter, defined your stakeholders, and defined a preliminary scope... now what?

It's time to plan.

This is the longest lesson in the course, but incredibly important. In it, we cover: 

  1. Planning Phase Objectives
  2. The Planning Process
  3. Defining Scope  
    1. Scope Management Planning  
    2. Gathering Requirements
    3. Work Breakdown Structure
  4. The Project Schedule  
    1. Activity Definition
    2. Duration Estimation
    3. Activity Sequencing
    4. Resource Estimating o Cost Estimating  
  5. Risk Management  
    1. Risk Identification
    2. Risk Analysis
    3. Risk Response Planning
  6. Human Resources Planning  
  7. Quality Planning
  8. Communications Planning
  9. Project Procurement Management
  10. The Project Management Plan
  11. Lesson 3 Quiz on Key Concepts 

When you've finished this lesson, click the button below to move on and begin Lesson 4 - Project Executing.


Lesson 3 | Key Concepts Quiz

Take this quiz before moving onto lesson 4 to ensure you've learned the concepts. Answers will be shown immediately after filling out and submitting this form.

Scope is also known as... *
Why is defining scope important? *
In Project Management, quality is defined as delivering ______? *
What activity is performed during Project Planning to determine the information needs of stakeholders? *
What is included in a Project Management Plan? *

Lesson 3 | Activity

This is a 2-part activity aimed at connecting the lessons learned here with an actual project you are working on now. 

Part 1

Download the Risk List template (in the resources section below) from the Project Management Toolkit. Take a moment, using the guidance from Lesson 3, to fill out at least 3 risks to your project. These risks could be real or perceived, now or in the future. 

  1. Make sure you add as much detail as you can in the description.
  2. Choose the type of risk (positive or negative influence on your project).
  3. Choose what area of your project will be affected by this risk (is this a project management problem, a technical problem, an external problem?).
  4. Enter an estimated probability that this risk will actually happen.
  5. Enter the impact that this risk would have on your project if it occured. 
  6. Choose a response strategy... how you are going to deal with this risk if it happens. Will you avoid it, transfer it somewhere else, mitigate it, or just accept it and move on?
  7. Enter a detailed description of how you will respond to the risk should it occur. 

Part 2

Download the Communications Plan template (in the resources section below) from the Project Management Toolkit. Take a moment, using the guidance from Lesson 3, to fill out at least 3 stakeholders and a plan for communicating with them throughout this project. 

  1. Enter the type of communication you will enter into with each stakeholder. Consider what you will be communicating to them, what they are expecting to hear or read, and why the communication is important.  
  2. List the audience or stakeholder for which this communication is designed.
  3. Enter the frequency of communication. Hourly, daily, weekly, other?
  4. Enter the channel of communication you will enter into with each stakeholder. Consider their needs. Is email the best way? Or perhaps a phone call, a meeting, or using some other type of technology.
  5. Enter a responsible person. Just one. Who will be responsible for communicating with this stakeholder?
  6. Enter the key messages this communication will contain. 

That's it! Keep these two documents handy (and updated) throughout your project. They will be extremely valuable to reducing project problems from unforseen risks and improper or poor communication between you and the project stakeholders.


Resources

01 PM Fundamentals - PM Basics - Download.png

Project Planning Slides

Project Management Fundamentals Course

PM Toolkit - Risk List.PNG

Risk List Template

Lesson 3 | Activity

PM Toolkit - Communications Plan.PNG

Communications Plan Template

Lesson 3 | Activity