Project Planning & Estimating Workshop
(2 days)
Training Description
The Project Planning & Estimating class offers training in the facilitation and collaboration techniques and procedures that a Project Team would use to effectively plan and estimate a project.
- How to identify the scope and perform solutions alternative analysis
- Performing a risk assessment
- How to create a work breakdown structure and create a project estimate visually and collaboratively with the project team
- Managing an effective budget
- Provide participants with real world experience with creating effective work breakdown structure, estimating, project planning and budgeting using collaborative techniques
- Each training participant receives a Training Handbook with sample templates, checklists and a solution set.
Training Objectives
The objectives of the training are to:
- Learn how to identify project risks and plan project tasks using collaborative and facilitated techniques
- Create an effective project estimates
- Learn how to maintain the project budget and how to budget for risks
- Provide practical exercises in risk assessment, estimating and planning projects
Training Content
Day 1 am
CLASS INTRODUCTION
- Purpose of the class
- Review class agenda
DISCOVERY PHASE- Problem Statement/Scope of the Project/Risk Assessment
PROBLEM STATEMENT
- Writing effective project initiation deliverables:
- Business problem statement
- Success criteria/objectives
- Business parameters
- Solution Alternatives Analysis
- Exercise- Discovering and writing business problem statements, success criteria/objectives and solution alternative analysis
DEFINING THE SCOPE OF THE PROJECT
- Identifying what is in and out scope
- Writing effective scope statements
- Creating release/iteration plans
- Exercise- Writing the scope statements and creating a release/iteration plan
PROJECT RISK ASSESSMENT
- Techniques for conducting risk assessment meetings to identify the project risks
- How to document and weight the project risks
- Exercise- Perform a risk assessment meeting on a project and create a risk assessment matrix
Day 1 pm
PROJECT PLANNING
OVERVIEW OF PROJECT PLANNING & THE PROJECT LIFE CYCLE
- What is a typical project life cycle?
- Why is it important?
- How to use the project life cycle for project planning?
CREATING THE WORK BREAKDOWN STRUCTURE
- Identify and Group Project Tasks
- Estimating Staff (Determine Resource Requirements)
- Estimate Task Duration
- Determine Quality Requirements
- Exercise- Create a Work Breakdown Structure
CREATING THE PROJECT PLAN
- Define the Project Activities
- Create the Network Diagram
- Assign Resources
- Estimate Duration
- Build the Schedule
- Determine the Critical Path
- Exercise- Create a Project Plan
Day 2
BUILD THE DETAILED PROJECT ESTIMATES
- Calculate the Project Estimates
- Resource Costs
- Facility Costs
- Infrastructure Costs
- Software Costs
- Exercise- Create Project Estimates
SIMULATION- CASE STUDY FOR PROJECT PLANNING & ESTIMATING EXERCISE
Participants are broken into groups of 4 - 6 participants to practice creating a Work Breakdown Structure (WBS) using collaborative methods and transforming the Work Breakdown Structure (WBS) into a project plan and estimate.
- Create the problem statement, objectives, solution alternatives, scope and iteration planning
- Identify the risks and create the risk assessment matrix
- Develop the work breakdown structure
- Create the project plan
- Create the project estimates
- Present critique results to class for evaluation
SUMMARY/RECAP
- How will you use the techniques learned on your project?
- Evaluations
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| Who Should Attend? |
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Those who will find this of value are the Business Analysts,
Requirements Analysts, Project Managers, Technical Leads, Quality
Assurance, Subject Matter Experts (SMEs), Architects, and
Developers. A maximum of 12 students is suggested.
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