Embedded Files
Work Planning
Work Planning
Level 2
Category: Project and Work Management
The purpose of Work Planning (WP) is to establish and maintain plans that define work activities.
The purpose of Work Planning (WP) is to establish and maintain plans that define work activities.
SG 1 Establish Estimates
SP 1.1 Establish the Service Strategy
SP 1.2 Estimate the Scope of the Work
SP 1.3 Establish Estimates of Work Product and Task Attributes
SP 1.4 Define Lifecycle Phases
SP 1.5 Estimate Effort and Cost
SG 2 Develop a Work Plan
SP 2.1 Establish the Budget and Schedule
SP 2.2 Identify Risks
SP 2.3 Plan Data Management
SP 2.4 Plan the Resources
SP 2.5 Plan Needed Knowledge and Skills
SP 2.6 Plan Stakeholder Involvement
SP 2.7 Establish the Work Plan
SG 3 Obtain Commitment to the Plan
SP 3.1 Review Plans That Affect the Work
SP 3.2 Reconcile Work and Resource Levels
SP 3.3 Obtain Plan Commitment
SG 1 Establish Estimates
SG 1 Establish Estimates
Estimates of work planning parameters are established and maintained.
Estimates of work planning parameters are established and maintained.
SP 1.1 Establish the Service Strategy
SP 1.1 Establish the Service Strategy
Establish and maintain the service strategy.
Establish and maintain the service strategy.
Example Work Products
Example Work Products
Service strategy
Subpractices
Subpractices
Identify the objectives of the service and the capabilities it intends to provide.
Identify the approach used to achieve the objectives or provide the capabilities.
Document business considerations.
Identify major resource needs.
Identify stakeholders that will play major roles in the service.
Identify the agreement types to be used.
Identify risks and how those risks can be allocated to various stakeholders.
Identify the approach used to maintain safety and security in the service.
Review the service strategy with senior management and obtain its agreement.
Revise the service strategy as necessary.
SP 1.2 Estimate the Scope of the Work
SP 1.2 Estimate the Scope of the Work
Establish a top-level work breakdown structure (WBS) to estimate the scope of the work.
Establish a top-level work breakdown structure (WBS) to estimate the scope of the work.
Example Work Products
Example Work Products
Task descriptions
Work package descriptions
WBS
Subpractices
Subpractices
Develop a WBS based on the service strategy.
Define the work packages in sufficient detail so that estimates of tasks, responsibilities, and schedule can be specified.
Identify products and product components to be externally acquired.
Identify work products to be reused.
SP 1.3 Establish Estimates of Work Product and Task Attributes
SP 1.3 Establish Estimates of Work Product and Task Attributes
Establish and maintain estimates of work product and task attributes.
Establish and maintain estimates of work product and task attributes.
Example Work Products
Example Work Products
Size and complexity of tasks and work products
Estimating models
Attribute estimates
Subpractices
Subpractices
Use appropriate methods to determine the attributes of the work products and tasks to be used to estimate resource requirements.
Estimate the attributes of work products and tasks.
SP 1.4 Define Lifecycle Phases
SP 1.4 Define Lifecycle Phases
Define lifecycle phases on which to scope the planning effort.
Define lifecycle phases on which to scope the planning effort.
Example Work Products
Example Work Products
Lifecycle phases
Subpractices
Subpractices
None
SP 1.5 Estimate Effort and Cost
SP 1.5 Estimate Effort and Cost
Estimate effort and cost for work products and tasks based on estimation rationale.
Estimate effort and cost for work products and tasks based on estimation rationale.
Example Work Products
Example Work Products
Estimation rationale
Effort estimates
Cost estimates
Subpractices
Subpractices
Collect models or historical data to be used to transform the attributes of work products and tasks into estimates of labor hours and costs.
Include supporting infrastructure needs when estimating effort and cost.
Estimate effort and cost using models, historical data, or a combination of both.
SG 2 Develop a Work Plan
SG 2 Develop a Work Plan
A work plan is established and maintained as the basis for managing the work.
A work plan is established and maintained as the basis for managing the work.
SP 2.1 Establish the Budget and Schedule
SP 2.1 Establish the Budget and Schedule
Establish and maintain the budget and schedule.
Establish and maintain the budget and schedule.
Example Work Products
Example Work Products
Schedules
Schedule dependencies
Budget
Subpractices
Subpractices
Identify major milestones.
Identify schedule assumptions.
Identify constraints.
Identify task dependencies.
Establish and maintain the budget and schedule.
Establish corrective action criteria.
SP 2.2 Identify Risks
SP 2.2 Identify Risks
Identify and analyze risks
Identify and analyze risks
Example Work Products
Example Work Products
Identified risks
Risk impacts and probability of occurrence
Risk priorities
Subpractices
Subpractices
Identify risks.
Document risks.
Review and obtain agreement with relevant stakeholders on the completeness and correctness of documented risks.
Revise risks as appropriate.
SP 2.3 Plan Data Management
SP 2.3 Plan Data Management
Plan for the management of data.
Plan for the management of data.
Example Work Products
Example Work Products
Data management plan
Master list of managed data
Data content and format description
Lists of data requirements for acquirers and suppliers
Privacy requirements
Security requirements
Security procedures
Mechanisms for data retrieval, reproduction, and distribution
Schedule for the collection of data
List of data to be collected
Subpractices
Subpractices
Establish requirements and procedures to ensure privacy and the security of data.
Establish a mechanism to archive data and to access archived data.
Determine the data to be identified, collected, and distributed.
Determine the requirements for providing access to and distribution of data to relevant stakeholders.
Decide which data and plans require version control or other levels of configuration control and establish mechanisms to ensure data are controlled.
SP 2.4 Plan the Resources
SP 2.4 Plan the Resources
Plan for resources to perform the work.
Plan for resources to perform the work.
Example Work Products
Example Work Products
Work packages
WBS task dictionary
Staffing requirements based on work size and scope
Critical facilities and equipment list
Process and workflow definitions and diagrams
Work administration requirements list
Status reports
Subpractices
Subpractices
Determine process requirements.
Determine communication requirements.
Determine staffing requirements.
Determine facility, equipment, and component requirements.
Determine other continuing resource requirements.
SP 2.5 Plan Needed Knowledge and Skills
SP 2.5 Plan Needed Knowledge and Skills
Plan for knowledge and skills needed to perform the work.
Plan for knowledge and skills needed to perform the work.
Example Work Products
Example Work Products
Inventory of skill needs
Staffing and new hire plans
Databases (e.g., skills, training)
Training plans
Subpractices
Subpractices
Identify the knowledge and skills needed to perform the work.
Assess the knowledge and skills available.
Select mechanisms for providing needed knowledge and skills.
Incorporate selected mechanisms into the work plan.
SP 2.6 Plan Stakeholder Involvement
SP 2.6 Plan Stakeholder Involvement
Plan the involvement of identified stakeholders.
Plan the involvement of identified stakeholders.
Example Work Products
Example Work Products
Stakeholder involvement plan
Subpractices
Subpractices
None
SP 2.7 Establish the Work Plan
SP 2.7 Establish the Work Plan
Establish and maintain the overall work plan.
Establish and maintain the overall work plan.
Example Work Products
Example Work Products
Overall work plan
Subpractices
Subpractices
1. Document the work plan.
Include, reference, and reconcile the results of planning activities as appropriate.
Review the work plan with relevant stakeholders and get its agreement.
Revise the work plan as necessary.
SG 3 Obtain Commitment to the Plan
SG 3 Obtain Commitment to the Plan
Commitments to the work plan are established and maintained.
Commitments to the work plan are established and maintained.
SP 3.1 Review Plans That Affect the Work
SP 3.1 Review Plans That Affect the Work
Review all plans that affect the work to understand work commitments.
Review all plans that affect the work to understand work commitments.
Example Work Products
Example Work Products
Record of the reviews of plans that affect the work
Subpractices
Subpractices
None
SP 3.2 Reconcile Work and Resource Levels
SP 3.2 Reconcile Work and Resource Levels
Adjust the work plan to reconcile available and estimated resources.
Adjust the work plan to reconcile available and estimated resources.
Example Work Products
Example Work Products
Revised methods and corresponding estimating parameters (e.g., better tools, the use of off-the-shelf components)
Renegotiated budgets
Revised schedules
Revised requirements list
Renegotiated stakeholder agreements
Subpractices
Subpractices
None
SP 3.3 Obtain Plan Commitment
SP 3.3 Obtain Plan Commitment
Obtain commitment from relevant stakeholders responsible for performing and supporting plan execution.
Obtain commitment from relevant stakeholders responsible for performing and supporting plan execution.
Example Work Products
Example Work Products
Documented requests for commitments
Documented commitments
Subpractices
Subpractices
Identify needed support and negotiate commitments with relevant stakeholders.
Document all organizational commitments, both full and provisional, ensuring the appropriate level of signatories.
Review internal commitments with senior management as appropriate.
Review external commitments with senior management as appropriate.
Identify commitments regarding interfaces between work elements and other work groups and organizational units so that these commitments can be monitored.
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