Project Planning & Execution
A Fully Integrated Approach
April 2013
© 2013 Project Coaching Center
1
A Typical View of
Project Management, Change Management & Business Process
PROJECT
MANAGEMENT
Change
Manage
ment
April 2013
THE
PROJECT
© 2013 Project Coaching Center
Business
Process
2
Project Planning & Management
How It Typically Goes
April 2013
Scope
WBS
Schedule
Cost
Quality
Risk
Staffing
Requirements
Technical
development
• Identify process
improvement
opportunities
• Design Processes
• Design Workflow Approval
• Process Metrics
• Policy changes
• Regulatory compliance
© 2013 Project Coaching Center
Change Management
•
•
•
•
•
•
•
•
•
Business Process
Project Management
Separate Plans—Not Interconnected—Not Cohesive
• Leadership Alignment
• Communication
• Training
• Organization Structure
Changes
• Workforce Changes
• Support Plan
• User
• Technical
3
Project Planning & Execution
A Fully Integrated View
Joint Activities—Interconnected--Cohesive
PM
tasks
BP
tasks
Technical
tasks
CM
tasks
Integrated Planning &
Execution
April 2013
© 2013 Project Coaching Center
4
Representative Integrated Plan for ERP Project
Work Breakdown Structure - High Level
1.0 Project Initiation
4.0 Test
1.1
Develop Project Charter
4.1
Manage, Monitor & Control Project Work, cont.
1.2
Develop Project Management Plan
4.2
Technical Testing & Functional Testing
1.3
Identify Stakeholders & Business Process Opportunities
4.3
Pilot Business Process Changes
1.4
Align Leaders and Sponsors
4.4
Functional User Training & Practice
4.5
Communicate & Build Support for Coming Changes
2.0 Design
2.1
Direct and Manage Project Work
5.0 Implement
2.2
Conduct Requirements & Design Sessions
5.1
Manage, Monitor & Control Project Work, cont.
2.3
Identify Business Process and Workflow Changes
5.2
Technical Implementation
2.4
Identify Organization & Job Changes
5.3
Business Process and Policy Implementation
2.6
Communicate & Build Support for Coming Changes
5.4
Organization Design & Job Changes Implemented
5.5
Support During Change and Deal with Resistance
3.0 Build
3.1
Manage, Monitor & Control Project Work
6.0 Support
3.2
Configure software
6.1
Technical Support & User Support
3.3
Document Business Process and Workflow Changes
6.2
Business Process Support
3.4
Design organization changes
6.3
Support to Sustain Changes
3.5
Develop and/or Revise Job Descriptions
7.0 Close Project
3.7
Communicate & Build Support for Coming Changes
7.1
Conduct Project Retrospective
LEGEND
April 2013
Blue
Project Management
Green
Business Process
Orange
Change Management
Grey
Technical
© 2013 Project Coaching Center
5
Fully Integrated Project Team Structure
Project Management
•
•
•
•
Overall Project Manager
Financial Analyst
Risk Analyst
Project Administrator
Financial Modules Team
• Financial Team Lead
• Finance Subject Matter Experts
• Finance Business Process Analysts
• Technical Developers
• Change Management Specialist
Human Resources Modules Team
• HR Team Lead
• HR Subject Matter Experts
• HR Business Process Analysts
• Technical Developers
• Change Management Specialist
April 2013
© 2013 Project Coaching Center
Change
Management
Team
•CM Team Lead
•Communication
Specialist
•Training Specialists
•Organization
Designer
•Job Designer
•Support Specialist
Technical
Infrastructure
Team
•Technical Team
Lead
•Technical
Specialists
•Configuration
Management
Specialist
•Change
Management
Specialist
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