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Project Planning -- What's A Project? What's "Planning"?

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Ranked #3834 in How-To, #38913 overall

Rated G. (Control what you see)

Those Who Fail to Plan are perhaps Planning to Fail

 

If what you are working on has a defined goal (whether it's building a darkroom for your photography hobby or building a nuclear submarine), you are working on a project! (If you are working on the same thing over and over everyday with no goal other than making widgets, you aren't working on a "project" --but designing the widgets in the first place was a project!)

How MS-Project Is Used in Major Projects--A YouTub video 

This YouTube video provides a commentary and description of a hypothetical implementation of EHR GU using MS-Project for planning and scheduling. I have no idea what EHR GU is, but seeing the MS-Project Schedule for it lets me know that it is reasonably complex. This video shows the capabilities of software such as MS-Project or Prima Vera.

MS Project and EHR Implementation GU

Hypothetical EHR Implementation using MS Project

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First, Figure Out What You Want-- A SPECIFIC Goal--Write This Information Down. 

Well, since it may be too much to describe how to plan and produce a submarine, I'll run through a darkroom (photolab) project--that is, designing and building a working photolab.

Let's set up the scenario first...

Let's say you want a photolab. You have about a 20-ft by 20-ft space in your building (a corner area) that you'd like to use for this purpose. Your building has a concrete floor and ceiling with cinder-block walls.

Where to start?

It helps if you know what a photolab does and what equipment it would be good to contain. It would help if you also had experience working in at least two (if not many more) working photolabs to understand the workflow and tasks involved with developing film and paper images. This is what you want for your end-product--the result of your project--to do.

So, for preliminary planning, you'd know that you would need at least four or five electrical outlets, and you would need running water with a deep sink. You'd know that the concrete floors would be good, but they would need to be sealed to prevent excess dust. And, you'd know that you need to somehow enclose the working area of the darkroom to close it off from outside light to avoid inadvertently exposing film and paper.

For starters, you could scope out that corner of the room and draw outlines on the floor and walls for the proposed locations of walls, counters, sinks, light fixtures, electrical outlets, and plumbing needs.

From the outlines drawn, someone experienced with carpentry and plumbing and electrical work could estimate how many plywood sheets, how many two-by-fours, how many inches of conduit, how many inches of wiring, what size and how many sinks, and how many tiles you'll need.

You can then use these estimates to get your budget approved and then buy these materials. You can also use the materials and the design to calculate how much labor (personnel and hours) it would take to build this darkroom.

With all this information written down, you can start a more do-able plan and schedule (some of the preceding work will be already on the schedule).

Planning Help, Scheduling Help, Project Help 

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Create the Plan and Schedule--The Schedule is Very Important! 

After your brainstorming (described in the previous text), write all this info in categories:

  • Budget

  • Materials

  • Personnel

  • Project Tasks

  • Milestones-Deadlines

  • Dependencies


Assume you have the budget, the materials, and the personnel to get this thing done. So all you have are the project tasks, the milestones and deadlines, and dependencies.

Dependencies are important to recognize--You can't finish the walls and ceilings until the conduits, wiring, and plumbing are completed. You can't lay down the formica and put in the sinks until the cabinets and counters are in place. You can't put up the walls and the ceiling until the baseboards and framing are bolted in place. And so on.

Other dependencies are things such as the nature of certain tasks--number of personnel needing to be involved, how long paint takes to dry, and how long glue takes to set.

Although now you can get scheduling and planning software such as Prima Vera or MS-Project or Mac-Project, it's possible to scope out schedules with MS-Excel, or really roughing it--with accountant's 13-column analysis paper.

No matter whether software is used or not, here's what you do:

On a grid format--in a table, that is--down the left-hand columnlist all the tasks that must be done, with the first required tasks listed first. Then list the next, and the next, and so on.

As column headings for the other columns, use days, weeks, or months (whatever metric is best for your project). For a darkroom, the total project time would take about a month, so we'd list each of four weekly columns subdivided into days.

You know the planning and brainstorming took about 3 days(Let's say Monday through Wednesday).

Buying and getting the materials takes about 2 days.

You know that laying down the baseboards and frame takes about 3 days (cutting the wood and bolting it).

Installing the conduit, wiring, and electrical fixtures takes about 3 days.

Installing the plumbing takes another 3 days.

Building and setting in the cabinets takes about 5 days.

Installing the wall panels and ceiling takes 3 days.

Laying the tile floor and the formica takes 2 days.

And painting the whole room takes 2 days.

Oops. More than a month.

Managing a project, no matter how small, is tough without references! 

Microsoft Office Project 2003 Bible by Elaine Marmel

Microsoft Office Project 2003 Bible by Elaine Marmel

This was one of the books on display and available more...1 point

Project 2003 Personal Trainer by Inc

Project 2003 Personal Trainer by Inc

This was one of the books on display and available more...1 point

The Art of Project Management (Theory in Practice (O'Reilly)) by Scott Berkun

The Art of Project Management (Theory in Practice (O'Reilly)) by Scott Berkun

This was one of the books on display and available more...1 point

Practical project management: Secrets of managing any project on time and on budget by Michael Singer Dobson

Practical project management: Secrets of managing any project on time and on budget by Michael Singer Dobson

This was one of the books on display and available more...0 points

Critical Milestones? Critical Deadlines? Not Enough Time? Now What? 

With the darkroom project detailed above now looking like it will take more than a month to build and get working, this brings up an issue. How will the players in this project take this news?

This is why you should know before going into a project how critical your milestones and deadlines for completion are.

Obviously, those who have to do the work understand why the adjusted time may be necessary.

However, management might fuss about not getting the project completed in a month--because that was the timeframe originally guesstimated when they asked at the very beginning how long it would take. As more information and details about the project are learned, however, it's realized that it will take more time and adjustments to some of the tasks and materials involved.

Sometimes you may need to scrunch the timing to "speed things up" a bit. In industry terms, this is called "Crashing".

Maybe you can find a way to do certain tasks simultaneously. Perhaps while the counters are being cut and made, someone else can do the preliminary conduit and wiring installation. Maybe while the framing and walls are being assembled, someone else can install the plumbing. Maybe while the walls on the outside are being painted, someone can paint the inside walls. By doing some of the tasks in tandem and simultaneously, you can compress time allotted for the schedule to keep the management folks happy with coming closer to meeting the deadline. But you must be careful that you aren't breaking any dependencies when you try this.

Make a plan to drop off a note here! You don't even have to schedule it! 

Just kidding (about Scheduling your plan to drop a note, that is!)

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When a Good Plan Comes To Fruition, When The Project is Over -- Time to Celebrate! 

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EditorDave

About EditorDave

Living on Guam is what now "defines" me.  It was such a dramatic difference in my life and outlook on things that there's no way I'd be the same if I had remained in New Mexico or any of the rest of the U.S. Mainland.   One of the classes I took at the University of Guam was "Scientific and Technical Writing and Editing"... I did not realize at the time that this class would be setting the foundation for the rest of my working life.  I found that I *love* words and fooling around with making them work as best as possible.  I also took classes in formal linguistics at the University of Guam--and took classes in Japanese, Russian, Mandarin Chinese. These classes helped me to become comfortable with working with translations of technical material into English from other languages.  I can help folks with making their words work for the particular audience they are writing for.

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