9.3 Project planning, scheduling, and control
5 min read•august 15, 2024
Project planning, scheduling, and control are crucial for engineering success. These processes help define project scope, create work breakdowns, and develop schedules. They ensure efficient resource allocation and enable teams to monitor progress effectively.
Mastering these skills allows engineers to manage complex projects smoothly. By using tools like Gantt charts and applying techniques such as critical path analysis, engineers can optimize project timelines and deliver results on schedule and within budget.
Defining Project Scope and Deliverables
Project Scope and Objectives
Top images from around the web for Project Scope and Objectives
Establish Project Modeling Goals – BIM Project Execution Planning Guide, Version 3.0 View original
Is this image relevant?
Project Initiation, Scope, and Structure – Technical Project Management in Living and Geometric ... View original
Is this image relevant?
Stakeholder Analysis Matrix Template | tools4dev View original
Is this image relevant?
Establish Project Modeling Goals – BIM Project Execution Planning Guide, Version 3.0 View original
Is this image relevant?
Project Initiation, Scope, and Structure – Technical Project Management in Living and Geometric ... View original
Is this image relevant?
1 of 3
Top images from around the web for Project Scope and Objectives
Establish Project Modeling Goals – BIM Project Execution Planning Guide, Version 3.0 View original
Is this image relevant?
Project Initiation, Scope, and Structure – Technical Project Management in Living and Geometric ... View original
Is this image relevant?
Stakeholder Analysis Matrix Template | tools4dev View original
Is this image relevant?
Establish Project Modeling Goals – BIM Project Execution Planning Guide, Version 3.0 View original
Is this image relevant?
Project Initiation, Scope, and Structure – Technical Project Management in Living and Geometric ... View original
Is this image relevant?
1 of 3
- Project scope defines boundaries, limitations, and specific work within a project preventing scope creep
- Project objectives outline desired outcomes using SMART criteria (Specific, Measurable, Achievable, Relevant, Time-bound)
- formally authorizes the project and outlines scope, objectives, and deliverables
- identifies key individuals or groups affected by or influencing the project
- Helps tailor project scope to meet stakeholder needs and expectations
- Examples: Conducting interviews, surveys, or focus groups with stakeholders
Deliverables and Scope Management
- Deliverables encompass tangible or intangible products, services, or results produced to complete a project or phase
- Examples: Software application, marketing campaign, construction blueprint
- Scope statement development details project justification, product description, and acceptance criteria
- Includes in-scope and out-of-scope items to set clear boundaries
- Example: For a website redesign project, in-scope items might include new layout and mobile responsiveness, while out-of-scope items could be content creation or SEO optimization
- Change control processes manage modifications to project scope, objectives, or deliverables
- Involves assessing change requests, evaluating impacts, and obtaining approvals
- Example: Using a change request form to document and track proposed changes
Creating Project Work Breakdown Structures
Work Breakdown Structure (WBS) Fundamentals
- WBS hierarchically decomposes total project scope into smaller, manageable tasks
- Organizes and defines the total scope of the project
- Typically structured in levels, with each level providing more detail
- Example: Level 1 - Project, Level 2 - Major Deliverables, Level 3 - Work Packages
- Helps in estimating costs, scheduling, and resource allocation
- Provides a visual representation of project scope
- Example: Tree diagram or outline format
Task Dependencies and Critical Path
- Task dependencies represent relationships between activities determining task sequence
- Four types of task dependencies:
- Finish-to-Start (FS): Task B starts after Task A completes (most common)
- Start-to-Start (SS): Task B starts when Task A starts
- Finish-to-Finish (FF): Task B finishes when Task A finishes
- Start-to-Finish (SF): Task B finishes when Task A starts (least common)
- (CPM) determines longest sequence of dependent tasks
- Defines minimum project duration
- Identifies tasks with zero float (slack time)
- Example: In a house construction project, the critical path might include foundation laying, framing, roofing, and interior finishing
Resource Allocation and Risk Management
- Resource allocation optimizes utilization throughout the project
- Involves assigning personnel, equipment, and materials to tasks
- Example: Assigning specific team members to coding tasks in a software development project
- techniques balance resource usage over time
- Helps prevent overallocation and underutilization
- May involve adjusting task start dates or durations
- Risk identification and analysis based on WBS and task dependencies
- Proactively manages potential project challenges
- Example: Identifying potential supply chain disruptions for critical components in a manufacturing project
Developing Project Schedules
Gantt Charts and Network Diagrams
- Gantt charts visually represent project tasks, durations, and relationships over time
- Horizontal bars show task durations
- Arrows indicate dependencies between tasks
- Example: or online tools like TeamGantt
- Network diagrams graphically depict project tasks and interdependencies
- Nodes represent tasks, arrows show relationships
- Aids in schedule development and analysis
- Example: Activity-on-Node (AON) diagram for a product launch project
Scheduling Techniques and Estimation
- Critical Path Method (CPM) identifies sequence of tasks determining minimum project duration
- Highlights activities with no slack time
- Helps prioritize resource allocation to critical tasks
- Program Evaluation and Review Technique (PERT) estimates task durations under uncertainty
- Uses optimistic, pessimistic, and most likely time estimates
- PERT formula: where O = Optimistic, M = Most likely, P = Pessimistic
- Resource-constrained scheduling accounts for limited resources in timelines
- May extend project duration to accommodate resource limitations
- Example: Adjusting schedule based on availability of specialized equipment or personnel
Schedule Optimization and Milestones
- Schedule compression techniques shorten project duration without changing scope
- Fast-tracking involves performing tasks in parallel that were originally sequential
- Crashing adds resources to critical path activities to reduce duration
- Example: In a software development project, fast-tracking might involve starting user interface design while backend development is still ongoing
- Milestone charts highlight significant events or accomplishments
- Provide high-level view of project progress
- Often used in executive summaries or stakeholder presentations
- Example: Product design approval, prototype completion, final product launch
Monitoring Project Progress and Resources
Performance Measurement and KPIs
- (EVM) integrates scope, schedule, and cost data
- Measures project performance and progress
- Key metrics: Cost Performance Index (CPI) and Schedule Performance Index (SPI)
- Example: CPI of 1.1 indicates project is 10% under budget
- Key Performance Indicators (KPIs) evaluate project success in meeting objectives
- Quantifiable measures tailored to project goals
- Examples: Customer satisfaction scores, defect rates, on-time delivery percentage
Change and Risk Management
- Change control processes manage modifications to project baseline
- Includes evaluating change requests, assessing impacts, and obtaining approvals
- Example: Using a change control board to review and decide on proposed changes
- Risk monitoring and control tracks identified risks and identifies new ones
- Involves executing risk response plans throughout project lifecycle
- Example: Regular risk review meetings to assess current risk status and effectiveness of mitigation strategies
Quality Control and Resource Tracking
- Quality control tools monitor and maintain deliverable quality
- Control charts track process stability over time
- Pareto diagrams identify most significant sources of defects
- Example: Using a control chart to monitor defect rates in a manufacturing process
- Resource utilization tracking ensures efficient use of project resources
- Monitors actual vs. planned resource usage
- Helps identify over-allocation or underutilization
- Example: Tracking billable hours for consultants on a project
- Regular and stakeholder communication keep all parties informed
- Includes progress updates, issue reporting, and decision documentation
- Example: Weekly status reports, monthly steering committee meetings
Key Terms to Review (18)
Agile: Agile is a flexible project management and product development approach that promotes iterative progress through small, incremental changes and encourages collaboration within teams. This method values customer feedback and responsiveness over strict planning, allowing teams to adapt to changing requirements and continuously improve their processes. Agile methodologies foster teamwork and communication, making it easier for engineers to share ideas, solve problems, and innovate effectively.
Baseline comparison: Baseline comparison refers to the process of evaluating a project's current status against predefined metrics or objectives to determine progress and performance. It serves as a reference point, allowing project managers to identify variances and make informed decisions regarding adjustments to maintain project timelines and goals.
Capacity Planning: Capacity planning is the process of determining the production capacity needed by an organization to meet changing demands for its products or services. It involves assessing current resources, predicting future needs, and ensuring that the organization can produce the required output efficiently and effectively. This process is crucial in project planning as it helps to allocate resources appropriately, manage workloads, and minimize costs while maintaining service levels.
Communication plan: A communication plan is a strategic outline that defines how information will be shared among stakeholders throughout a project. It ensures that everyone involved is on the same page regarding project updates, expectations, and responsibilities, ultimately enhancing collaboration and minimizing misunderstandings.
Critical Path Method: The Critical Path Method (CPM) is a project management technique used to determine the longest sequence of dependent tasks and to identify the minimum time required to complete a project. It helps in visualizing the project timeline by illustrating which tasks are critical to the project's completion and which have slack time, allowing for effective resource allocation and scheduling.
Earned value management: Earned value management (EVM) is a project management technique that integrates the scope of work with schedule and cost metrics to assess a project's performance and progress. It provides a systematic method for measuring project performance, allowing project managers to compare the planned progress against the actual progress. This technique not only highlights variances in performance but also forecasts future performance trends, making it an essential tool for effective cost estimation, budgeting, project planning, scheduling, and control.
Gantt Chart: A Gantt chart is a visual project management tool that displays tasks or activities along a timeline, allowing for easy tracking of project schedules and progress. It provides an overview of the project, showing start and end dates, task duration, and dependencies between tasks. This tool is essential for effective project planning, scheduling, and control, as it helps teams coordinate efforts and ensure that deadlines are met.
Microsoft Project: Microsoft Project is a project management software application designed to assist project managers in planning, scheduling, and controlling projects effectively. It provides tools for organizing tasks, allocating resources, tracking progress, and managing budgets, making it essential for successful project execution. With its ability to create Gantt charts and critical path analysis, Microsoft Project helps visualize project timelines and identify potential bottlenecks.
Project Charter: A project charter is a formal document that outlines the objectives, scope, and stakeholders of a project, serving as an agreement and reference point throughout the project lifecycle. It plays a crucial role in project planning by providing clarity and direction, ensuring that everyone involved understands the goals and expectations from the outset. Additionally, it helps establish authority and allocate resources effectively, making it essential for successful project management.
Resource leveling: Resource leveling is a project management technique used to optimize the allocation of resources by balancing demand with available supply over time. This process helps to minimize resource overallocation and conflicts, ensuring that projects are completed within their constraints while maintaining a steady workflow. By adjusting project schedules and tasks, resource leveling aims to prevent burnout and inefficiencies caused by fluctuating workloads.
Risk assessment: Risk assessment is the systematic process of identifying, analyzing, and evaluating potential risks that could negatively impact a project or design. This process helps engineers understand the likelihood and consequences of risks, allowing for informed decision-making. By integrating risk assessment into various phases such as design, planning, and policy-making, engineers can mitigate potential issues and enhance the overall success of projects.
Schedule variance: Schedule variance is a metric used in project management to assess the difference between the planned progress of a project and its actual progress at a specific point in time. It helps project managers determine whether the project is ahead, behind, or on schedule by comparing the earned value (the value of work actually performed) to the planned value (the value of work that was planned to be completed). Understanding schedule variance is crucial for effective project planning, scheduling, and control.
Scope definition: Scope definition is the process of detailing and outlining the specific boundaries, objectives, deliverables, and constraints of a project. This process helps to establish what is included and excluded in the project, ensuring that all stakeholders have a clear understanding of what to expect. A well-defined scope is crucial for effective project planning, scheduling, and control as it sets the foundation for resource allocation, timeline creation, and progress tracking throughout the project lifecycle.
Stakeholder Analysis: Stakeholder analysis is the process of identifying, assessing, and prioritizing the interests and influence of various stakeholders in a project or decision-making process. This analysis helps in understanding how different groups or individuals might be affected by or can affect an outcome, ensuring that their needs are considered and addressed effectively throughout the engineering process.
Status reporting: Status reporting is a process used to communicate the current state of a project, providing updates on progress, challenges, and future actions. It serves as a tool for transparency and accountability, helping stakeholders understand how the project aligns with the original plan, including timelines, budgets, and deliverables.
Trello: Trello is a web-based project management tool that uses boards, lists, and cards to help individuals and teams organize tasks and collaborate effectively. Its visual interface allows users to track project progress, assign tasks, and manage deadlines, making it an essential tool for planning and controlling projects.
Waterfall: Waterfall is a sequential project management methodology where each phase must be completed before the next one begins. This approach emphasizes a structured and linear progression through stages such as requirements, design, implementation, verification, and maintenance. Its clear-cut nature facilitates straightforward project planning, scheduling, and control, allowing teams to follow a defined path with specific deliverables at each stage.
Work Breakdown Structure: A work breakdown structure (WBS) is a hierarchical decomposition of a project into smaller, more manageable components or tasks. It helps organize the project work into clear sections, making it easier to estimate resources, assign responsibilities, and track progress. By breaking down complex projects into simpler parts, a WBS ensures that all aspects of the project are covered and aids in effective project planning and control.