Course Details

How to Plan Projects Effectively – Two Part Series

Credits: 0.3 CEU

View Important System Requirements for running this course.

Instructor Information: Gary D. Bates, P.E., F.ASCE

Course Length: 3 Hours

Purpose and Background

From the initial contact with a potential client or the receipt of an RFP, the project planning process, done well, is the singularly most important process to assure a successful project. It is also the portion of the total project effort that receives the least amount of attention. These sessions show how to do it right and the benefits to everyone involved.

Seminar Benefits

– Understand the importance of comprehensive planning in achieving project success
– Understand all of the strategic and tactical issues that make up an effective plan
– Know the relationship between the project plan and the information and control system to monitor it
– Know how to develop the project team and get buy-in to the project plan
– Understand the importance of proper planning to satisfy clients’ objectives and properly manage the client relationship
– Realize how a proper project plan increases the efficiency and productivity of the project team 

Intended Audience

This seminar will benefit project engineers wishing to become project managers, existing project managers, senior firm managers, principals, and others who have a key role in the project management system within a design consulting firm.

Seminar Outline

What is a project plan?
– It must answer six basic questions
– Who puts the plan together?
– When does the plan get started and completed?
The elements of a project planning and control system
– The tools to define project objectives
– The tools to develop planning information
– The tools to measure project progress
– The tools to control change 
Setting project objectives
– The importance of project objectives
– The difference between objectives, scope of work, and a checklist of services
– Establishing priorities and a hierarchy of objectives
– Essential criteria for sound project objectives
The importance of contracts in project planning
– The essential elements of a contract
– Who really is the client?
– Project description, scope of services
– Client’s responsibility
– Compensation for services, conditions for payment 
Developing the project schedule
– The relationship between a plan and a schedule
– The information and logic needed to develop a schedule
– Various kinds of schedules
Developing the project budget
– Looking at more than one budget
– Construction budget
– Professional services budget
– Total project budget
– Negotiating for buy-in
Developing the project team
– The project manager’s responsibility
– Fitting the building blocks together
– Project authority
– Constructive team climate and creativity
– The stages of team development
– Leadership – whose job is it?
– Coordination – everyone has a role
– Dealing with controversy
Developing project standards
– Who’s responsible for planning quality assurance
– Communicating the quality and standards required
– The keys to providing quality service for your client
– Government/regulatory agencies/code reviews
– The bottom line is performance – not morale
– Managing risk
Wrapping the plan together
– The project plan – summary and details
– Getting approval
– The pre and post planning kick-off meetings

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