STAGE 1 Project Overview STAGE 2 STAGE 3

STAGE 1 Project Overview STAGE 2 STAGE 3 Work Activity Breakdown Plan & Structure Assignment STAGE 4 Execute The Plan STAGE 5 Project Closeout Activity Plan • Define the activities and tasks needed to achieve our goals • Organize & Prioritize activities and tasks • Identify which tasks depend on others • Assign team members to activities • Define dates to begin and finish 1

STAGE 1 Project Overview STAGE 2 STAGE 3 Work Activity Breakdown Plan & Structure Assignment STAGE 4 Execute The Plan STAGE 5 Project Closeout Activities • Each Activity should … • • • Pass the smart test Have a definite start and stop time Link to one another, but not overlap Time (duration) and cost Assignable to a team member 2

STAGE 1 Project Overview STAGE 2 STAGE 3 Work Activity Breakdown Plan & Structure Assignment STAGE 4 Execute The Plan STAGE 5 Project Closeout Assign Activities Team Leader Should • Confirm availability of resources • Understand team member skills • Match skills to tasks • Establish progress milestones and reporting procedures 3

STAGE 1 Project Overview STAGE 2 STAGE 3 Work Activity Breakdown Plan & Structure Assignment STAGE 4 Execute The Plan STAGE 5 Project Closeout Assign Activities Team Members Should • Know project’s purpose • Understand their assignments • Know the availability of resources • Be clear about deadlines • Understand how to address issues 4

STAGE 1 Project Overview STAGE 2 STAGE 3 Work Breakdown Activity Structure Assignment STAGE 4 Execute The Plan STAGE 5 Project Closeout Work the Plan • Now is the time to let the team do its job! • Staying to the plan is the clearest path to success! • A well-laid plan will help ensure a team is performin’. . . not stormin’! 5

STAGE 1 Project Overview STAGE 2 STAGE 3 Work Breakdown Activity Structure Assignment STAGE 4 Execute The Plan STAGE 5 Project Closeout Work the Plan The Leader Should • • • Get the project going Provide leadership to the team Assist with decisions & problems Obtain additional resources Monitor progress of activities Monitor team performance 6

STAGE 1 Project Overview STAGE 2 STAGE 3 Work Breakdown Activity Structure Assignment STAGE 4 Execute The Plan STAGE 5 Project Closeout Closing Out the Project • Recognize team members • Prepare After-action report • • Goals and objectives met? Completed on schedule? Lessons learned? Ideas/recommendations for future projects 7

Summary Five Stages of Team Based Project Planning 1. Develop a Project Overview 2. Breakdown the work 3. Make Activity Plan & Assignments 4. Put the Plan into Action 5. Prepare Project Closeout STAGE 1 Project Overview STAGE 2 Work Breakdown Structure STAGE 3 Activity Plan & Assignment STAGE 4 Execute The Plan STAGE 5 Project Closeout 8

An Old Adage: Fail to Plan. . . and You Plan to Fail! 9

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