Project Management Plan Templates

Document Sample
Project Management Plan Templates Powered By Docstoc
					                                                                                                                                                                                                                     m
                                   Project Plan                      mnu                                                                                                                                            n
                                                                                                                                                                                                                     
                 Date of Report            Jun 30, 2005                                                                                                                                                              u

                     Name                Client Performance Management System                                                 Sponsor        Bill Praxton, CFO
                   Start Date                 10/1/04                                                       End Date         3/28/06

                                                                    Balanced Scorecard Design and Development Plan                                               Not Started m   On Plan n   Complete    Issues u

                                                                                           Impact on
                                                             Actual Start    Tentative    Completion    Target Completion
Item No                         Task                                                                                                    Comments                            Deliverables                  Lead
                                                                Date         Start Date   (Actual vs.     date & Status
                                                                                            Target)
          1. Refresh the Strategic Plan                        12/1/04                                   4/30/05
            Review current strategic planning documents
  1.1       and determine if the current plan is               11/15/04                                  3/31/05       n
            appropriate for the Balanced Scorecard

  1.2       Prepare for Strategic Planning Off-site             2/1/05                                   4/15/05       
            Strategic Planning working group to develop
                                                                                                                                                                  1) Kick off meeting of technical
  1.3       draft revised Strategic Plan - See Planning        3/22/05                                                 m                                          group
            Workshop Coordinator for more details
            Senior Leadership approves revised Strategic
  1.4
            Plan
                                                         After Phase 3                                                 m

            Communicate Strategic Plan and Balanced                                                                                                               1) Strategic Plan booklet
  1.5
            Scorecard in printed and electronic format
                                                             After Phase 3                                             m                                          2) Strategy Map Draft

          2. Strategy Map / Strategic Plan                      3/1/05
            Preliminary Draft Map with no extras for Gap
  2.1                                                                                                                                                             3) Very Basic Strategy Map
            Analysis only
                                                                                                                                                                  4) Gap Analysis Results and
            Isolate holes / gaps between draft strategic
  2.2                                                                                                                                                             recommendations to fill out S-
            plan vs. Draft Strategy Map
                                                                                                                                                                  Plan
            Make revisions to lower level objectives in
            Draft Strategic Plan and fill-out Strategy Map                                                                                                        5) Revised Strategic Plan
  2.3
            for all components - themes, narrative add-                                                                                                           6) Revised Strategy Map
            on's and complete cause-effect flows.

            Approval of Revised Strategic Plan and Final                                                                    May have to schedule at joint
  2.4                                                                                                                                                             7) Briefing Session
            and Complete Strategy Map                                                                                       leadership off-site
            Develop Communication Plan for Strategic
  2.5                                                                                                                                                             8) Communication Plan
            Plan

            Launch Action Plan Steps for Strategic Plan                                                                     May require meetings and other        9) Action Plan for
  2.6
            with Strategy Map                                                                                               events per the Communication Plan     Communication Plan

            Centralize feedback and comments for next                                                                       Output from this step does not get
                                                                                                                                                                  10) Feedback Collection
  2.7       planning cycle. Collect and recommend for                                                                       acted upon until next annual planning
                                                                                                                                                                  System and Reports
            next planning session cycle.                                                                                    cycle.




   DRAFT                                                                                          Page 1 of 14
                                                                                                                                                                                                                        m
                                   Project Plan                      mnu                                                                                                                                               n
                                                                                                                                                                                                                        
                 Date of Report            Jun 30, 2005                                                                                                                                                                 u

                     Name                Client Performance Management System                                                 Sponsor        Bill Praxton, CFO
                   Start Date                 10/1/04                                                      End Date         3/28/06

                                                                    Balanced Scorecard Design and Development Plan                                                  Not Started m   On Plan n   Complete    Issues u

                                                                                          Impact on
                                                             Actual Start   Tentative    Completion    Target Completion
Item No                         Task                                                                                                    Comments                               Deliverables                  Lead
                                                                Date        Start Date   (Actual vs.     date & Status
                                                                                           Target)
          3. Measurements and Targets
            Create measurement and target development                                                                                                                11) Performance
  3.1       workplan complete with templates and                                                                                                                     measurement training, tools,
            methodology                                                                                                                                              methodology

                                                                                                                                                                     Final set of tools to
            Quality control review to refine and improve
  3.2                                                                                                                                                                development enterprise wide
            complete measurement approach for client
                                                                                                                                                                     performance measurements

            Extend each objective on the Strategy Map
  3.3                                                                                                                      Follow the methodology and training
            into one to three performance measurements
            Solicit input and feedback from functional                                                                                                               Revised set of performance
  3.4
            leads and line and staff personnel                                                                                                                       measurements
            Establish a set of targets in accordance with
  3.5       operational goals that are linked to the                                                                                                                 Targets for each measurement
            Strategic Plan
            Identify initiatives and projects related to
  3.6                                                                                                                                                                Scorecard Model
            execution of each objective. Extend the Map
            Prototype test Scorecard Model for data                                                                        Make sure model is tight / fits across
  3.7
            points that use existing measurement data                                                                      all components

            Complete a comprehensive measurement                                                                                                                     Performance measurement
  3.8
            template for database development                                                                                                                        development template

          4. Initiative Mapping and Budgeting
              Extend Initiative and Projects that are part
                                                                                                                           Extended Scorecard Model ensures
  4.1         of Scorecard Model into Action Plans or                                                                                                                Extended Scorecard Model
                                                                                                                           execution of the Strategic Plan
              document with existing plans

              Link the Initiative / Projects within the
  4.2
              Scorecard Model to the Budgeting Process

              Identify gaps and short coming with linking                                                                                                            Recommended Changes to
  4.3
              and make recommendations to improve                                                                                                                    Link Processes Together




   DRAFT                                                                                         Page 2 of 14
                                                                                                                                                                                                                       m
                                     Project Plan                      mnu                                                                                                                                            n
                                                                                                                                                                                                                       
                 Date of Report              Jun 30, 2005                                                                                                                                                              u

                      Name                 Client Performance Management System                                                Sponsor        Bill Praxton, CFO
                   Start Date                   10/1/04                                                      End Date         3/28/06

                                                                      Balanced Scorecard Design and Development Plan                                               Not Started m   On Plan n   Complete    Issues u

                                                                                            Impact on
                                                               Actual Start   Tentative    Completion    Target Completion
Item No                         Task                                                                                                     Comments                             Deliverables                  Lead
                                                                  Date        Start Date   (Actual vs.     date & Status
                                                                                             Target)
              Cross walk all major initiatives against the
                                                                                                                                                                    Graph of what should get
  4.4         Strategic Objectives - Pareto Chart the
                                                                                                                                                                    resourced vs. what should not
              initiatives / projects
              Work back upstream from initiatives /
              projects not linked and document any                                                                                                                  Operating Plan / Sub Objective
  4.5
              missing lower level objectives in strategic                                                                                                           Additions
              plan and / or strategy map


           5. Reporting Framework (Database)
            Map and build a framework structure from the
                                                                                                                             See other similar models from other    Visual prototype framework for
  5.1       highest organizational level down to the
                                                                                                                             performance management projects        review
            managerial level

            Align and link lower level components by
  5.2       through objective setting - upper to lower by
            organizational level / reporting units
            Assign performance measurements for lower
  5.3       level objectives. Index across common
            reporting units for the same objective.
            Complete a comprehensive measurement
  5.4       template for database development for this
            reporting level (lower objectives)
                                                                                                                             NOTE: The IT Design and
                                                                                                                                                                Various automated tools, such
                                                                                                                             Development Plan covers automation
  5.5                                                                                                                                                           as data collection forms,
            Prototype test and revise database design of                                                                     of the Enterprise Strategic
                                                                                                                                                                reporting tools, etc.
            Balanced Scorecard System - (ESMS                                                                                Management System

  5.6       Roll out test modules at pilot sites - flush out
            lessons learned and update IT Plans
            Cascade and development plan for
            Enterprise Strategic Management System                                                                                                                  ESMS Design and
  5.7
            (ESMS)                                                                                                                                                  Development Plan


                                                                                                                                           Baseline End Date                           3/28/06
                                                                                                Major Issues
Item No.                    Description                                                                                      Comments                                                   Status




    DRAFT                                                                                          Page 3 of 14
                                                                                                                                                                                                     m
                             Project Plan                mnu                                                                                                                                        n
                                                                                                                                                                                                     
           Date of Report         Jun 30, 2005                                                                                                                                                       u

               Name              Client Performance Management System                                           Sponsor      Bill Praxton, CFO
             Start Date              10/1/04                                                   End Date        3/28/06

                                                        Balanced Scorecard Design and Development Plan                                           Not Started m   On Plan n   Complete    Issues u

                                                                              Impact on
                                                 Actual Start   Tentative    Completion    Target Completion
Item No                   Task                                                                                            Comments                          Deliverables                  Lead
                                                    Date        Start Date   (Actual vs.     date & Status
                                                                               Target)
   1


   2


   3

   4




   DRAFT                                                                             Page 4 of 14
             All Measurements Used in the ESMS Database

                         PM #                   Performance Measure                   BSC Framework            Strategic Goal or Objective per Major Organizational Unit         Function / Dept / Sub Group        Service or Product Line (if         Type of Measure     Measure Justification               Definition             Data Elements To Be            Data Source     Data Collection Frequency    PM Calculation Formula        Actual FY 03
                                                                                                                    BSC or Strategic Plan                                                                                  applicable)                                                                                                      Collected                                       D/W/M/Q/SA/A




             What is the PM number for      What metric(s) should we use to   Is this measure a Customer,      Insert major goals or objectives   Insert a list of the major     Insert a Link here to reference   Insert the Operating Area such    Is this measure a    Why are we using this     How do we define this measure?   What are the data elements Where does the data   How frequently should the   What is the formula for    What is the actual
             referencing. Could be LMR # or measure whether we have met our   Process, Learn & Grow or         in this box as a reference in      organizational unit names in   back a list of Functions /        as Product or Service Line - To   1) Strategic         metric?                                                    for caclulating the measure? reside?             data be collected?          calculating the measure?   result of this measure
             a unique number for local      requirements?                     Resources measure based on the   completing this template           this box for reference in      Departments and other             be used for Product               2) Operational                                                                                                                                                                          for the Year 2003?
             metrics?                                                         BSC framework?                                                      completing this template       organizational units in           Performance Analysis              3) Tactical
Definition




                                                                                                                                                                                 completing this template                                            4) Individual




 1

 2

 3

 4

 5

 6




                                                                                                                                                                                                                                                  5 of 14
             All Measurements Used in the ESMS Database

                         PM #                    Performance Measure              Actual FY 04         Green Standard    Amber Standard      Red Standard    Primary Functional POC Data Available?                        Notes




             What is the PM number for      What metric(s) should we use to What is the actual       What is the Green   What is the Amber What is the Red   Who is the primary owner     Y/N         Are there any additional notes regarding the
             referencing. Could be LMR # or measure whether we have met our result of this measure   Threshold?          Threshold?        Threshold?        for the measure and their                measure?
             a unique number for local      requirements?                   for the Year 2004?                                                               email address?
             metrics?
Definition




 1

 2

 3

 4

 5

 6




                                                                                                                                                                                                                                   6 of 14
                                                                                                              Degree of Reliability
                                                                                     Update Frequency /
Balanced Scorecard Project




                                                                 Graded Attributes




                                                                                                                vs.Subjective)
                                                                                        Repeatable
Quality Review of Metrics




                                                                                                                 (Hard Data
Review and score all measurements used in your scorecard model

                       F1.1   % Revenue Growth                                                            4                           4
Financial Objective    F1.2
       (F1)            F1.3
                       F1.4
                       F2.1
Financial Objective    F2.2
       (F2)            F2.3
                       F2.4
                       F3.1
Financial Objective    F3.2
       (F3)            F3.3
                       F3.4
                       C1.1
Customer Objective     C1.2
      (C1)             C1.3
                       C1.4
                       C2.1
Customer Objective     C2.2
      (P2)             C2.3
                       C2.4
                       P1.1
 Process Objective     P1.2
       (P1)            P1.3
                       P1.4
                       P2.1
 Process Objective     P2.2
       (P2)            P2.3
                       P2.4
                       P3.1
 Process Objective     P3.2
       (P5)            P3.3
                       P3.4
                       P4.1
 Process Objective     P4.2
       (P4)            P4.3
                       P4.4
                       L1.1
                       L1.2
L & G Objective (L1)
                       L1.3
                       L1.4
                       L2.1
                       L2.2
L & G Objective (L2)
                       L2.3
L & G Objective (L2)

                        L2.4
                        L3.1
                        L3.2
L & G Objective (L3)
                        L3.3
                        L3.4
Instructions:
Rate each Measurement for these attributes on a scale of 1 to 5:
1. Update Frequency: Measurement can get updated on a regular basis; M for Monthly, Q for Quarterly, A for Annual, etc.
2. Degree of Reliability: Can you easily measure the performance objective or is it too subjective when it comes to measurabilit
3. Encourages the right behavior: Measurements should not confuse, distort, or create the wrong performance behavior within
4. Degree of Fit: Measurement fits with the culture and processes of Organization and flows well from Lower Level to Upper Le
5. Degree of Support: Client has existing procedures and processes that can support the measurement (such as available data

                       Maximum Score                25
                                               Degree of Support /




                                                                                                              Leading or Lagging
                      Degree of Fit with
Encourages the




                       Client's Culture




                                                                                                                                     Single or Index
 right behavior




                                                 Available Info




                                                                                             NonGraded
                                                                                              Attributes




                                                                                                                                         Metric
                                                                         Total     Overall
                                                                         Points    Grade
                  3                        4                         5        20       80%                 Lagging                 Single
                                                                               0        0%
                                                                               0        0%
                                                                               0        0%
                                                                               0        0%
                                                                               0        0%
                                                                               0        0%
                                                                               0        0%
                                                                               0        0%
                                                                               0        0%
                                                                               0        0%
                                                                               0        0%
                                                                               0        0%
                                                                               0        0%
                                                                               0        0%
                                                                               0        0%
                                                                               0        0%
                                                                               0        0%
                                                                               0        0%
                                                                               0        0%
                                                                               0        0%
                                                                               0        0%
                                                                               0        0%
                                                                               0        0%
                                                                               0        0%
                                                                               0        0%
                                                                               0        0%
                                                                               0        0%
                                                                               0        0%
                                                                               0        0%
                                                                               0        0%
                                                                               0        0%
                                                                               0        0%
                                                                               0        0%
                                                                               0        0%
                                                                               0        0%
                                                                               0        0%
                                                                               0        0%
                                                                               0        0%
                                                                               0        0%
                                                                               0        0%
                                                                               0        0%
                                                                               0        0%
                                                   0        0%
                                                   0        0%
                                                   0        0%
                                                   0        0%
                                                   0        0%


Quarterly, A for Annual, etc.
ve when it comes to measurability.
ong performance behavior within the Organization. Controllable?
 ell from Lower Level to Upper Level. (MACRO FIT - ORGANIZATIONAL)
 surement (such as available data is in place)
H
M   M
    M
Alignment Matrix
                                         Project Roster
               Name                  Area           Location   Desk Phone




Project Intranet Web Site ►   www.intranets.com
Cell Phone   Email

				
DOCUMENT INFO
Shared By:
Stats:
views:1190
posted:11/3/2009
language:English
pages:14