CPM -200: Principles of Schedule
Management
Lesson F: Enterprise Wide Scheduling
Previously Presented By
John Bronn
john.bronn@businessengine.com
(970) 390-3693
IPM 2002 Fall Conference
PMI-College of Performance Management – Professional Education Program
www.businessengine.com
Enterprise Wide
Scheduling &
Resource Planning
Strategies for
Success
John W. Bronn
© 2001 Business Engine Software Corp. All Rights Reserved.
Strategies for Success
• Enterprise Wide Scheduling
• Enterprise Wide Resource Planning
• Tools for Better Decisions
• Strategies for Success
www.businessengine.com
Enterprise Wide Scheduling
• The application of a single, consistent
methodology for planning and managing the time
dimension of all of the projects within the
enterprise.
• The methodology should avoid cross-project
conflicts by considering all of the plans.
www.businessengine.com
Single, Consistent Methodology
• Business Rules
• Cross-Project Visibility
• Framework for Benchmarking
www.businessengine.com
Business Rules
• Avoid Confusing the Performing Organizations
• Give Appropriate Weight to Projects
• i.e. Schedule Reserve Policies
www.businessengine.com
Schedule Reserve
Reserve
Save it for the End
www.businessengine.com
Schedule Reserve
Reserve
Use it at the Start
www.businessengine.com
Schedule Reserve
Res-
-erve
Protect the Risk
www.businessengine.com
Schedule Reserve
• A Consistent Policy
• Allows Projects to Compete Equally for
Resources
• Bonus - Guides Project Managers to Best
Practices
www.businessengine.com
Cross-Project Visibility
• Common Milestone / Status Display
• Benchmarking
www.businessengine.com
Cross-Project Visibility
Project A
Project B
Project C
All Projects
Project D
A
B
C
D
www.businessengine.com
Benchmarking
• Process Comparison
• Cycle Time Analysis
• Historical Data Base Development
www.businessengine.com
Enterprise Wide Resource Planning
• The use of tools and methods to plan and
manage application of resources to
projects across an entire enterprise
• Strategic
• resource availability
• longer term enterprise wide needs
• Day-to-day Tactical
• key resources to priority projects
www.businessengine.com
Applying Resources to Projects
• Viewing Needs Across Projects
• Comparing Needs & Availability
• Key Resources to Key Projects
www.businessengine.com
Availability & Need
Project A
Project B
Project C
Project D
All Projects Supply & Demand
www.businessengine.com
Key Resources to Key Projects
Project A
Project B
Project C
Project D
www.businessengine.com
Tools For Better Decisions
Project
Schedule
Planning
Key Resources
To
Key Projects
Portfolio
Analysis
Project
Resource
Planning
Enterprise Wide
Availability vs.
Need
www.businessengine.com
Enterprise Wide Availability & Need
Project A
Project B
Project C
Project D
All Projects Supply & Demand
www.businessengine.com
Enterprise Wide Availability
Roles & Skills
Skill Attributes Inventory
Timephased Availability
HR Interface
Enterprise Availability
www.businessengine.com
Enterprise Wide Need
Project A
Project B
Project C
Project D
All Projects Demand
• Process Templates
• Product Structures
• Historical Databases
• Top Down Planning
www.businessengine.com
The Process Template
• The Enterprise Process
• Task Framework
• Duration Baseline
• Critical Resource Baseline
www.businessengine.com
The Process Template
B 3
C 2
D
F 2
K 4
A 2
L 4
G 3
H 2
I
4
O 3
Subsystem Template
M 2
N 1
E 3
Process Template
B
K
A
C
3
L
4
2
P
2
4
G
Q
4
4
M
F
D
2
3
2
3
N
2
H
R
2
2
E
1
I
S
4
5
www.businessengine.com
3
The Process Template
• Consistent Processes
• Identification of Risks
• Framework for Process Improvement
• Simplifies the Planning Process
www.businessengine.com
Standard Product Structure
• Supports the Template Concept
• Forms the Heart of the Work Breakdown
Structure
• Provides a Basis for a Historical Database
www.businessengine.com
History Database
• Collect & Characterize
– Resources / Costs
– Durations
• Value Reduced by Rapid Technological
Change
– Still Very Worthwhile
www.businessengine.com
Top Down Planning
Requirements
Summary Plan
Summary Resource Plan
www.businessengine.com
Tools For Better Decisions
• Project Prioritization
• Phase / Gate Controls
Project
Schedule
Planning
Project
Resource
Planning
Portfolio
Analysis
Enterprise Wide
Availability vs.
Need
www.businessengine.com
Project Prioritization
Potential
Projects
Selected
Projects
Ordered Projects
3
www.businessengine.com
2
1
Phase / Gate Controls
Phase
Gate
Phase
Gate
Phase
Gate
Strategic Decision Making
- At Every Control Gate
www.businessengine.com
Portfolio Criteria
• Business Viability
• Technical Feasibility
• Relative Importance
• Resource Availability
www.businessengine.com
Tools For Better Decisions
Project
Schedule
Planning
Key Resources
To
Key Projects
Portfolio
Analysis
Project
Resource
Planning
Enterprise Wide
Availability vs.
Need
www.businessengine.com
Key Resource Isolation
• The “Full Scale Map” Syndrome
• What’s Key?
– Mission Critical
• People
• Facilities, Equipment etc.
– Long Lead Time
• Skill Inventory Tools Can Help
www.businessengine.com
Implementation Strategies for Success
• Bottoms Up - Detailed Project Data
• Top Down - Overview Data Only
• Hybrid - Mixed Data
www.businessengine.com
Bottoms Up Implementation
Enterprise Wide Demand
Project A
Project B
Project C
www.businessengine.com
Bottoms Up Implementation
• Implies Accurate Data
• Requires Full & Consistent Implementation
• Hard to Realize
www.businessengine.com
Top Down Implementation
Top Down Project Planning
Enterprise Wide Demand
www.businessengine.com
Top Down Implementation
• Rapid Implementation
• Relies on Accuracy of Templates & Historical
Data
• Easier to Implement, Less Reliable
• Doesn’t Incorporate Detailed Plans, even
where they exist
www.businessengine.com
Hybrid Implementation
Top Down Project Planning
Enterprise Wide Demand
Project A
Project C
www.businessengine.com
Hybrid Implementation
• Allows a Quick Start
• Best of Both Worlds
• Takes Advantage of Increased Maturity - as it
Happens
www.businessengine.com
Enterprise Wide Solutions
CAN Make a Difference !
Thanks for Your Time
John W. Bronn
© 2001 Business Engine Software Corp. All Rights Reserved.
