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INITIATE & ALIGN

Plan the Work. Endorse the Plan. Initiate & Align. Work the Plan. Transition & Closure. INITIATE & ALIGN. Project Description Team Mission/ Assignment Major Milestones Boundaries Team Identification Measures of Success Roles & Responsibilities Operating Guidelines.

Samuel
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INITIATE & ALIGN

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  1. Plan the Work Endorse the Plan Initiate & Align Work the Plan Transition & Closure INITIATE & ALIGN • Project Description • Team Mission/ Assignment • Major Milestones • Boundaries • Team Identification • Measures of Success • Roles & Responsibilities • Operating Guidelines

  2. INITIATE & ALIGN • Initiate the Project • Region or Organizational Management • Project Description • Team Mission/Assignment • Major Milestones • Boundaries

  3. INITIATE & ALIGN • Align the Team • The basis for establishing a common understanding of roles and responsibilities. • Team Member Identification • Team Roles and Responsibilities • Measures of Success • Operating Guidelines

  4. INITIATE & ALIGN • Initiate the Project • Region or Organizational Management • Project Description • Team Mission/Assignment • Major Milestones • Boundaries

  5. INITIATE & ALIGN • Project Description • Formal statement defining purpose and need for the product or outcome the project is intended to produce • Project Definition Form • CPMS

  6. TOOLS • Initiate & Align Worksheet Template • Sample Initiate & Align Worksheets INPUT PRODUCTS Project Definition Completed Project Description INITIATE & ALIGN Project Description

  7. INITIATE & ALIGN • Project Description Steps • Review needs, goals, products & outcomes • Identify team members • Review with Region/Organizational Management • Begin Initiate & Align Worksheet

  8. INITIATE & ALIGN • Project Description Characteristics • End result, capable of being seen • “Project” objective • Common Goal • Positive terms

  9. INITIATE & ALIGN • Project Description Benefits • Work Planning and Organization

  10. INITIATE & ALIGN • Project Description Benefits • Employee Development

  11. INITIATE & ALIGN • Project Description Benefits • Leadership

  12. INITIATE & ALIGN • Initiate the Project • Region or Organizational Management • Project Description • Team Mission/Assignment • Major Milestones • Boundaries

  13. INITIATE & ALIGN • Team Mission / Assignment • An expansion of the Project Description and describes the overall actions the project team will take to accomplish its portion of the project

  14. TOOLS • Initiate & Align Worksheet Template • Sample Initiate & Align Worksheets INPUT PRODUCTS Project Definition Completed Team Mission / Assignment INITIATE & ALIGN Team Mission / Assignment

  15. INITIATE & ALIGN • Team Mission / Assignment Steps • Review Project Description • Define Major Activities • Review with key team members • Review with Region/Organizational Management

  16. INITIATE & ALIGN • Team Mission Assignment • Specific work the Project Team will perform for the approved work order

  17. INITIATE & ALIGN Team Mission Assignment

  18. INITIATE & ALIGN Team Mission Assignment

  19. INITIATE & ALIGN Team Mission Assignment

  20. INITIATE & ALIGN • Initiate the Project • Region or Organizational Management • Project Description • Team Mission/Assignment • Major Milestones • Boundaries

  21. INITIATE & ALIGN Major Milestones MILESTONE: A significant event in the project schedule, such as an event restraining future work or marking the completion of a major deliverable. A schedule milestone has zero duration.

  22. INITIATE & ALIGN • Major Milestones • Preconstruction • Project Definition Complete • Begin Preliminary Engineering • Environmental Documentation Complete • Right of Way Certification • Advertisement (Ad Date)

  23. INITIATE & ALIGN • Major Milestones • Construction • Bid Opening • Award • Execution • Construction Start • Operationally Complete • Final Contract Completion

  24. INITIATE & ALIGN Major Milestones TOOLS • Initiate & Align Worksheet Template • Sample Initiate & Align Worksheets INPUTS PRODUCTS • CPMS Dates • Project Description • Team Mission / Assignment Major Milestones Reviewed

  25. INITIATE & ALIGN • Major Milestones • Steps: • Project Manager reviews CPMS for specific milestones • Project Manager reviews Major Milestones with project team • Project team determines activities critical to success

  26. INITIATE & ALIGN • Major Milestones • Steps: • Project team identifies risks and impacts of failure to meet milestone dates • Project Manager reviews Major Milestones with Region/Organizational Management • Project Manager documents Major Milestones on Initiate and Align Worksheet

  27. INITIATE & ALIGN Major Milestones Critical Activity / Task

  28. INITIATE & ALIGN • Initiate the Project • Region or Organizational Management • Project Description • Team Mission/Assignment • Major Milestones • Boundaries

  29. INITIATE & ALIGN • Boundaries • The limits of the project with regard to Project Team responsibility and authority • Physical boundaries (SR#, MP to MP, etc) • Operation limitations (funding, regulatory, legal, etc)

  30. SCHEDULE BUDGET SCOPE INITIATE & ALIGN • Boundaries • “Triple Constraints Theory” or “Trade Off Triangle” PROJECT RISK Q

  31. SCHEDULE BUDGET SCOPE INITIATE & ALIGN • Boundaries • “Prioritize, Optimize, Accept” PROJECT RISK Q

  32. INITIATE & ALIGN Boundaries TOOLS • Initiate & Align Worksheet Template • Sample Initiate & Align Worksheets INPUTS PRODUCTS • CPMS • Project Description • Team Mission / Assignment • Major Milestones Project Boundaries established

  33. INITIATE & ALIGN • Boundaries • Steps: • Review CPMS data • Set “draft” boundaries for project team to review and plan.

  34. INITIATE & ALIGN • Boundaries • Steps: • Review Draft Boundaries with Region / Organization Management • Validate boundaries • “Fixed” vs. “flexible” (prioritize, optimize, accept) • Acceptable variation ranges • Plan for change

  35. INITIATE & ALIGN • Boundaries • Steps: • Enter boundaries and documentation to Initiate & Align Worksheet • Incorporate boundaries into all subsequent planning activities

  36. INITIATE & ALIGN • Align the Team • The basis for establishing a common understanding of roles and responsibilities. • Team Member Identification • Team Roles and Responsibilities • Measures of Success • Operating Guidelines

  37. INITIATE & ALIGN • Team Member Identification • Identifying the Project Delivery Team needed to accomplish the work assigned. • Specialty Groups • Consultants • Contractors • Others (vendors, etc.)

  38. INITIATE & ALIGN Team Member Identification TOOLS INPUTS • Initiate & Align Worksheet Template • Sample Initiate & Align Worksheets PRODUCT • CPMS • Project Description • Team Mission / Assignment • Major Milestones • Boundaries Team Identification

  39. INITIATE & ALIGN Team Member Identification ¦ Manager ¦ Manager Project (Project Manager) ¦ Manager ¦ Manager ¦ Manager ¦ Manager ¦ Manager

  40. INITIATE & ALIGN • Team Member Identification • Steps: • Review project description, identify skills required • Work with functional managers to identify, schedule, and commit appropriate staff • Identify consultant/contractor services required • Define the Project Organization (Project TOs)

  41. INITIATE & ALIGN • Align the Team • The basis for establishing a common understanding of roles and responsibilities. • Team Member Identification • Team Roles and Responsibilities • Measures of Success • Operating Guidelines

  42. INITIATE & ALIGN • Team Roles and Responsibilities • “Who will do what?” • _______ – specific titles or positions Role

  43. INITIATE & ALIGN • Team Roles and Responsibilities • “Who will do what?” • ________________ – deliverables or products expected of Team members Responsibilities

  44. INITIATE & ALIGN Team Roles and Responsibilities TOOLS INPUTS • Initiate & Align Worksheet Template • Sample Initiate & Align Worksheets PRODUCT • Project Description • Team Mission / Assignment • Major Milestones • Boundaries • Team Identification Roles & Responsibilities Identified

  45. INITIATE & ALIGN • Team Roles and Responsibilities • Steps: • The Project Manager collaborates with the project team to identify individual roles. • Review and determine individual and team responsibilities and the corresponding authority.

  46. INITIATE & ALIGN • WSDOT Basic Project Responsibilities • Region / Organizational Management • Ensure Project Management Knowledge • Know project status • Plan and provide appropriate resources • Review and Endorse Project Management Plan

  47. INITIATE & ALIGN • WSDOT Basic Project Responsibilities • Project Managers • Plan and provide resources • Lead Project Management Process • Develop Project Management Plan

  48. INITIATE & ALIGN • WSDOT Basic Project Responsibilities • Project Team Members • Endorse & implement Project Management Plan • Perform roles and responsibilities • Provide estimates to Project Manager (SG) • Review Project Management Plan (HQ)

  49. INITIATE & ALIGN • Align the Team • The basis for establishing a common understanding of roles and responsibilities. • Team Member Identification • Team Roles and Responsibilities • Measures of Success • Operating Guidelines

  50. INITIATE & ALIGN • Measures of Success • Indicators or metrics used to assess progress – reviewed at regular intervals during the project

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