INITIATE ALIGN Initiate Align Plan the Work Project

INITIATE & ALIGN Initiate & Align Plan the Work • Project Description • Team Mission/ Assignment • Major Milestones • Boundaries • Team Identification • Measures of Success • Roles & Responsibilities • Operating Guidelines Endorse the Plan Work the Plan Transition & Closure

INITIATE & ALIGN Initiate the Project Region or Organizational Management • Project Description • Team Mission/Assignment • Major Milestones • Boundaries

INITIATE & ALIGN Align the Team The basis for establishing a common understanding of roles and responsibilities. • Team Member Identification • Team Roles and Responsibilities • Measures of Success • Operating Guidelines

INITIATE & ALIGN Initiate the Project Region or Organizational Management • Project Description • Team Mission/Assignment • Major Milestones • Boundaries

INITIATE & ALIGN Project Description Formal statement defining purpose and need for the product or outcome the project is intended to produce • Project Definition Form • CPMS

INITIATE & ALIGN Project Description TOOLS INPUT Project Definition PRODUCTS §Initiate & Align Worksheet Template §Sample Initiate & Align Worksheets Completed Project Description

INITIATE & ALIGN Project Description Steps 1. Review needs, goals, products & outcomes 2. Identify team members 3. Review with Region/Organizational Management 4. Begin Initiate & Align Worksheet

INITIATE & ALIGN Project Description Characteristics End result, capable of being seen “Project” objective Common Goal Positive terms

INITIATE & ALIGN Project Description Benefits Work Planning and Organization

INITIATE & ALIGN Project Description Benefits Employee Development

INITIATE & ALIGN Project Description Benefits Leadership

INITIATE & ALIGN Initiate the Project Region or Organizational Management • Project Description • Team Mission/Assignment • Major Milestones • Boundaries

INITIATE & ALIGN Team Mission / Assignment An expansion of the Project Description and describes the overall actions the project team will take to accomplish its portion of the project

INITIATE & ALIGN Team Mission / Assignment TOOLS INPUT Project Definition PRODUCTS §Initiate & Align Worksheet Template §Sample Initiate & Align Worksheets Completed Team Mission / Assignment

INITIATE & ALIGN Team Mission / Assignment Steps 1. Review Project Description 2. Define Major Activities 3. Review with key team members 4. Review with Region/Organizational Management

INITIATE & ALIGN Team Mission Assignment Specific work the Project Team will perform for the approved work order

INITIATE & ALIGN Team Mission Assignment

INITIATE & ALIGN Team Mission Assignment

INITIATE & ALIGN Team Mission Assignment

INITIATE & ALIGN Initiate the Project Region or Organizational Management • Project Description • Team Mission/Assignment • Major Milestones • Boundaries

INITIATE & ALIGN Major Milestones MILESTONE: A significant event in the project schedule, such as an event restraining future work or marking the completion of a major deliverable. A schedule milestone has zero duration.

INITIATE & ALIGN Major Milestones Preconstruction • Project Definition Complete • Begin Preliminary Engineering • Environmental Documentation Complete • Right of Way Certification • Advertisement (Ad Date)

INITIATE & ALIGN Major Milestones Construction • Bid Opening • Award • Execution • Construction Start • Operationally Complete • Final Contract Completion

INITIATE & ALIGN Major Milestones TOOLS INPUTS • CPMS Dates • Project Description • Team Mission / Assignment PRODUCTS §Initiate & Align Worksheet Template §Sample Initiate & Align Worksheets Major Milestones Reviewed

INITIATE & ALIGN Major Milestones Steps: 1. Project Manager reviews CPMS for specific milestones 2. Project Manager reviews Major Milestones with project team 3. Project team determines activities critical to success

INITIATE & ALIGN Major Milestones Steps: 4. Project team identifies risks and impacts of failure to meet milestone dates 5. Project Manager reviews Major Milestones with Region/Organizational Management 6. Project Manager documents Major Milestones on Initiate and Align Worksheet

INITIATE & ALIGN Major Milestones Critical Activity / Task

INITIATE & ALIGN Initiate the Project Region or Organizational Management • Project Description • Team Mission/Assignment • Major Milestones • Boundaries

INITIATE & ALIGN Boundaries The limits of the project with regard to Project Team responsibility and authority • Physical boundaries (SR#, MP to MP, etc) • Operation limitations (funding, regulatory, legal, etc)

INITIATE & ALIGN Boundaries SCOPE SC H T Q E DG BU ED UL E “Triple Constraints Theory” or “Trade Off Triangle” PROJECT RISK

INITIATE & ALIGN Boundaries SCOPE SC H T Q E DG BU ED UL E “Prioritize, Optimize, Accept” PROJECT RISK

INITIATE & ALIGN Boundaries TOOLS INPUTS • CPMS • Project Description • Team Mission / Assignment • Major Milestones PRODUCTS §Initiate & Align Worksheet Template §Sample Initiate & Align Worksheets Project Boundaries established

INITIATE & ALIGN Boundaries Steps: 1. Review CPMS data 2. Set “draft” boundaries for project team to review and plan.

INITIATE & ALIGN Boundaries Steps: 3. Review Draft Boundaries with Region / Organization Management • Validate boundaries • “Fixed” vs. “flexible” (prioritize, optimize, accept) • Acceptable variation ranges • Plan for change

INITIATE & ALIGN Boundaries Steps: 4. Enter boundaries and documentation to Initiate & Align Worksheet 5. Incorporate boundaries into all subsequent planning activities

INITIATE & ALIGN Align the Team The basis for establishing a common understanding of roles and responsibilities. • Team Member Identification • Team Roles and Responsibilities • Measures of Success • Operating Guidelines

INITIATE & ALIGN Team Member Identification Identifying the Project Delivery Team needed to accomplish the work assigned. • Specialty Groups • Consultants • Contractors • Others (vendors, etc. )

INITIATE & ALIGN Team Member Identification TOOLS INPUTS • CPMS • Project Description • Team Mission / Assignment • Major Milestones • Boundaries PRODUCT §Initiate & Align Worksheet Template §Sample Initiate & Align Worksheets Team Identification

INITIATE & ALIGN Team Member Identification ¦ Manager Project (Project Manager) ¦ Manager ¦ Manager

INITIATE & ALIGN Team Member Identification Steps: 1. Review project description, identify skills required 2. Work with functional managers to identify, schedule, and commit appropriate staff 3. Identify consultant/contractor services required

INITIATE & ALIGN Align the Team The basis for establishing a common understanding of roles and responsibilities. • Team Member Identification • Team Roles and Responsibilities • Measures of Success • Operating Guidelines

INITIATE & ALIGN Team Roles and Responsibilities “Who will do what? ” Rol • _______ – specific titles or e positions

INITIATE & ALIGN Team Roles and Responsibilities “Who will do what? ” Responsibilit • ________ – ies deliverables or products expected of Team members

INITIATE & ALIGN Team Roles and Responsibilities TOOLS INPUTS • Project Description • Team Mission / Assignment • Major Milestones • Boundaries • Team Identification PRODUCT §Initiate & Align Worksheet Template §Sample Initiate & Align Worksheets Roles & Responsibilities Identified

INITIATE & ALIGN Team Roles and Responsibilities Steps: 1. The Project Manager collaborates with the project team to identify individual roles. 2. Review and determine individual and team responsibilities and the corresponding authority.

INITIATE & ALIGN WSDOT Basic Project Responsibilities Region / Organizational Management Ensure Project Management Knowledge Know project status Plan and provide appropriate resources Review and Endorse Project Management Plan

INITIATE & ALIGN WSDOT Basic Project Responsibilities Project Managers Plan and provide resources Lead Project Management Process Develop Project Management Plan

INITIATE & ALIGN WSDOT Basic Project Responsibilities Project Team Members Endorse & implement Project Management Plan Perform roles and responsibilities Provide estimates to Project Manager (SG) Review Project Management Plan (HQ)

INITIATE & ALIGN Align the Team The basis for establishing a common understanding of roles and responsibilities. • Team Member Identification • Team Roles and Responsibilities • Measures of Success • Operating Guidelines

INITIATE & ALIGN Measures of Success Indicators or metrics used to assess progress – reviewed at regular intervals during the project

INITIATE & ALIGN Measures of Success INPUTS • Project Description • Team Mission / Assignment • Major Milestones • Boundaries • Team Identification • Roles/Responsibilities TOOLS PRODUCT §Initiate & Align Worksheet Template §Sample Initiate & Align Worksheets Measures of Success

INITIATE & ALIGN Measures of Success Steps: 1. Identify Critical Success Factors 2. Review Critical Success Factors with Region / Organizational Management 3. Identify corresponding Measures of Success 4. Define values that will be monitored and reported

INITIATE & ALIGN Measures of Success Steps: 5. Document Measures of Success on Initiate and Align Worksheet 6. Develop methods and assignments for monitoring and reporting Measures of Success. 7. Review with project team

INITIATE & ALIGN Align the Team The basis for establishing a common understanding of roles and responsibilities. • Team Member Identification • Team Roles and Responsibilities • Measures of Success • Operating Guidelines

INITIATE & ALIGN Operating Guidelines Specific processes and rules the Team will use to maintain cohesiveness and effectiveness. • Team Decision-Making Process • Team Meetings • Communication • Team Performance Measures • Team Issues and Conflict Resolution

INITIATE & ALIGN Operating Guidelines INPUTS • Project Description • Team Mission / Assignment • Major Milestones • Boundaries • Team Identification • Roles/Responsibilities • Measures of Success TOOLS PRODUCT §Initiate & Align Worksheet Template §Sample Initiate & Align Worksheets Team Operating Guidelines

INITIATE & ALIGN Team Alignment Building the foundation of cooperation Forming a cohesive, effective unit

INITIATE & ALIGN Team Performance Levels Planning Excelling Endorsement Work Performing Planning Initiate & Align Norming Execution Individuals That Excel in Their Teamwork Managing Change, Measuring Performance & Developing/Sustaining Team Award of Excellenc e Individuals That Agree to Work As a Team Good ! ? Storming Forming Group of Individuals Mostly Doing Their Own Thing

INITIATE & ALIGN Continuous Communication

INITIATE & ALIGN Continuous Communication is the Key!