Outcome Plans

1. Outcome Plans 11-Feb-09

2. Purpose of an Outcome Plan An outcome plan is a tool that helps in the definition, communication and scoping of a project. • ensures focus is on the desired outcomes of an initiative from a business perspective • defines the associated intermediate outcomes that are required to achieve the desired business outcomes • defines the activities to create the intermediate outcomes that lead to the desired business outcomes 11-Feb-09

3. Outcome Plan Example Assume Neighbour Stains His Side of Fence Fencing Materials Purchased Design Fence W/ Neighbour Input Create & Purchase Material List Improved Privacy & Security of Back Yard Fence Design Complete Fence Complete Build And Stain Fence Property Ready for Fence Construction Demolish Existing Fence Landscape Materials List Complete Landscape Materials Ready Perform Landscape Work Purchase Landscape Materials Landscaping Complete Remove Existing Landscaping as Needed Increased Property Value Design Deck Deck & Pagoda Materials Ready Deck Complete Design Landscaping Build Deck Design Pagoda to Fit Hot Tub And Deck Deck / Pagoda Design Complete Pagoda Complete Improved Quality of Life Create & Purchase Deck/Pagoda Material List Build Pagoda on Deck for Hot Tub Select Hot Tub Hot Tub Ready for Installation Building Permit Approved Submit Building Permit Hot Tub Operational Acquire Hot Tub Set Up Hot Tub Increased Usage of Outdoor Space Legend Backyard Improvement Outcome Plan Version 1.0 Family Uses the Back Yard More Intermediate Outcome Activity Prepared By:bob Swan Targeted Final Outcome Validated By: Assumption Date: 2009-02-10

4. How an Outcome Plan Supports a Project • Creates the basis for a business case • end outcomes define benefits that can be quantified • activities help define work that will cost $ and resources • Assists in defining project scope by identifying activities that may add significant costs without significantly adding value • Intermediate outcomes help define the project deliverables • Assists in defining the solution • may be various options to create the defined deliverables/intermediate outcomes • Assists in the creation of the project plan by showing the activities and the relationships between them • Assists in project communication by providing a high-level picture of the project to all stakeholders 11-Feb-09

5. How to Create an Outcome Plan • Start with a session to define the desired outcomes with the appropriate stakeholders. • Work from right to left to define what is needed for intermediate outcomes/capabilities/deliverables to support the desired outcomes. • Define the activities that are required to create the intermediate outcomes. • Identify the relationships/dependencies between activities and outcomes. • Identify the Assumptions that must be met to realize primary outcomes • Have stakeholders review the draft and provide comments. • Make changes based on comments if required. • You can do your outcome plan as a group session. One person should lead the session and create a draft of the outcome plan from the session notes. • An outcome plan is best approached as a brainstorming whiteboard session (with movable sticky notes). • You may need more than one session for complex topics. 11-Feb-09

6. Outcome Plan – How to Create It Step1: Identify the desired outcomes. Improved Privacy & Security of Back Yard Increased Property Value Improved Quality of Life Increased Usage of Outdoor Space Legend Backyard Improvement Outcome Plan Version 1.0 Intermediate Outcome Activity Prepared by: Bob Swan Targeted Final Outcome Validated by: Assumption Date: 2009-02-10

7. Outcome Plan – How to Create It Step 2: Identify the components needed to achieve those outcomes. Improved Privacy & Security of Back Yard Fence Complete Landscaping Complete Increased Property Value Deck Complete Pagoda Complete Improved Quality of Life Hot Tub Operational Increased Usage of Outdoor Space Legend Backyard Improvement Outcome Plan Version 1.0 Intermediate Outcome Activity Prepared by: Bob Swan Targeted Final Outcome Validated by: Assumption Date: 2009-02-10

8. Outcome Plan – How to Create It Step 3: Look at what’s needed for each component. Fencing Materials Purchased Design Fence w/ Neighbour Input Create & Purchase Material List Improved Privacy & Security of Back Yard Fence Design Complete Fence Complete Build And Stain Fence Property Ready for Fence Construction Demolish Existing Fence Landscaping Complete Increased Property Value Deck Complete Pagoda Complete Improved Quality of Life Hot Tub Operational Increased Usage of Outdoor Space Legend Backyard Improvement Outcome Plan Version 1.0 Intermediate Outcome Activity Prepared by: Bob Swan Targeted Final Outcome Validated by: Assumption Date: 2009-02-10

9. Outcome Plan – How to Create It Step 4: Build on each component. Fencing Materials Purchased Design Fence w/ Neighbour Input Create & Purchase Material List Improved Privacy & Security of Back Yard Fence Design Complete Fence Complete Build And Stain Fence Property Ready for Fence Construction Demolish Existing Fence Landscaping Complete Increased Property Value Design Deck Deck & Pagoda Materials Ready Deck Complete Build Deck Design Pagoda to Fit Hot Tub and Deck Deck / Pagoda Design Complete Pagoda Complete Improved Quality of Life Create & Purchase Deck/Pagoda Material List Build Pagoda on Deck for Hot Tub Select Hot Tub Building Permit Approved Submit Building Permit Hot Tub Operational Increased Usage of Outdoor Space Legend Backyard Improvement Outcome Plan Version 1.0 Intermediate Outcome Activity Prepared by: Bob Swan Targeted Final Outcome Validated by: Assumption Date: 2009-02-10

10. Outcome Plan – How to Create It Step 4: Continue building on each component. Fencing Materials Purchased Design Fence w/ Neighbour Input Create & Purchase Material List Improved Privacy & Security of Back Yard Fence Design Complete Fence Complete Build And Stain Fence Property Ready for Fence Construction Demolish Existing Fence Landscaping Complete Increased Property Value Design Deck Deck & Pagoda Materials Ready Deck Complete Build Deck Design Pagoda to Fit Hot Tub and Deck Deck / Pagoda Design Complete Pagoda Complete Improved Quality of Life Create & Purchase Deck/Pagoda Material List Build Pagoda on Deck for Hot Tub Select Hot Tub Hot Tub Ready for Installation Building Permit Approved Submit Building Permit Hot Tub Operational Acquire Hot Tub Set Up Hot Tub Increased Usage of Outdoor Space Legend Backyard Improvement Outcome Plan Version 1.0 Intermediate Outcome Activity Prepared by: Bob Swan Targeted Final Outcome Validated by: Assumption Date: 2009-02-10

11. Outcome Plan – How to Create It Step 4: Continue building on each component. Fencing Materials Purchased Design Fence w/ Neighbour Input Create & Purchase Material List Improved Privacy & Security of Back Yard Fence Design Complete Fence Complete Build And Stain Fence Property Ready for Fence Construction Demolish Existing Fence Landscape Materials List Complete Landscape Materials Ready Perform Landscape Work Purchase Landscape Materials Landscaping Complete Remove Existing Landscaping as Needed Increased Property Value Design Deck Deck & Pagoda Materials Ready Deck Complete Design Landscaping Build Deck Design Pagoda to Fit Hot Tub And Deck Deck / Pagoda Design Complete Pagoda Complete Improved Quality of Life Create & Purchase Deck/Pagoda Material List Build Pagoda on Deck for Hot Tub Select Hot Tub Hot Tub Ready for Installation Building Permit Approved Submit Building Permit Hot Tub Operational Acquire Hot Tub Set Up Hot Tub Increased Usage of Outdoor Space Legend Backyard Improvement Outcome Plan Version 1.0 Intermediate Outcome Activity Prepared by: Bob Swan Targeted Final Outcome Validated by: Assumption Date: 2009-02-10

12. Outcome Plan – How to Create It Step 5: Add dependencies. Fencing Materials Purchased Design Fence w/ Neighbour Input Create & Purchase Material List Improved Privacy & Security of Back Yard Fence Design Complete Fence Complete Build And Stain Fence Property Ready for Fence Construction Demolish Existing Fence Landscape Materials List Complete Landscape Materials Ready Perform Landscape Work Purchase Landscape Materials Landscaping Complete Remove Existing Landscaping as Needed Increased Property Value Design Deck Deck & Pagoda Materials Ready Deck Complete Design Landscaping Build Deck Design Pagoda to Fit Hot Tub And Deck Deck / Pagoda Design Complete Pagoda Complete Improved Quality of Life Create & Purchase Deck/Pagoda Material List Build Pagoda on Deck for Hot Tub Select Hot Tub Hot Tub Ready for Installation Building Permit Approved Submit Building Permit Hot Tub Operational Acquire Hot Tub Set Up Hot Tub Increased Usage of Outdoor Space Legend Backyard Improvement Outcome Plan Version 1.0 Intermediate Outcome Activity Prepared by: Bob Swan Targeted Final Outcome Validated by: Assumption Date: 2009-02-10

13. Outcome Plan – How to Create It Step 6: Add assumptions. Step 7: 1st draft; circulate for review. Assume Neighbour Stains His Side of Fence Fencing Materials Purchased Design Fence W/ Neighbour Input Create & Purchase Material List Improved Privacy & Security of Back Yard Fence Design Complete Fence Complete Build And Stain Fence Property Ready for Fence Construction Demolish Existing Fence Landscape Materials List Complete Landscape Materials Ready Perform Landscape Work Purchase Landscape Materials Landscaping Complete Remove Existing Landscaping as Needed Increased Property Value Design Deck Deck & Pagoda Materials Ready Deck Complete Design Landscaping Build Deck Design Pagoda to Fit Hot Tub And Deck Deck / Pagoda Design Complete Pagoda Complete Improved Quality of Life Create & Purchase Deck/Pagoda Material List Build Pagoda on Deck for Hot Tub Select Hot Tub Hot Tub Ready for Installation Building Permit Approved Submit Building Permit Hot Tub Operational Acquire Hot Tub Set Up Hot Tub Increased Usage of Outdoor Space Legend Backyard Improvement Outcome Plan Version 1.0 Family Uses the Back Yard More Intermediate Outcome Activity Prepared By:bob Swan Targeted Final Outcome Validated By: Assumption Date: 2009-02-10

14. Additional Tips • Identify all key target outcomes. • Find the right level of detail. • Use multiple layers for specific portions of complex projects. • This can support creation of the project plan / work breakdown structure. • Perfection is not the target; accuracy is. There are diminishing returns. • Organize the flow to support clarity of understanding. • Use your outcome plan as a tool throughout the initiative to • track status, • support project scoping and structuring decisions, and • support stakeholder communication. • Use a connector to indicate a component continued onto another page. 11-Feb-09

15. Using The Outcome Plan – Arranging Work Assume Neighbour Stains His Side of Fence Fencing Materials Purchased Design Fence w/ Neighbour Input Create & Purchase Material List Improved Privacy & Security of Back Yard Fence Design Complete Fence Complete Build and Stain Fence Property Ready for Fence Construction Demolish Existing Fence Landscape Materials List Complete Landscape Materials Ready Perform Landscape Work Purchase Landscape Materials Landscaping Complete Remove Existing Landscaping as Needed Increased Property Value Design Deck Deck & Pagoda Materials Ready Deck Complete Design Landscaping Build Deck Design Pagoda to Fit Hot Tub and Deck Deck / Pagoda Design Complete Pagoda Complete Improved Quality of Life Create & Purchase Deck/Pagoda Material List Build Pagoda on Deck for Hot Tub Select Hot Tub Hot Tub Ready for Installation Building Permit Approved Submit Building Permit Hot Tub Operational Acquire Hot Tub Set Up Hot Tub Increased Usage of Outdoor Space Legend Backyard Improvement Outcome Plan Version 1.0 Family Uses the Back Yard More Hot Tub Fence Prepared by: Bob Swan Validated by: Landscape Deck/Pagoda Date: 2009-02-10

16. Using The Outcome Plan – Depicting Status Assume Neighbour Stains His Side of Fence Fencing Materials Purchased Design Fence w/ Neighbour Input Create & Purchase Material List Improved Privacy & Security of Back Yard Fence Design Complete Fence Complete Build And Stain Fence Property Ready for Fence Construction Demolish Existing Fence Landscape Materials List Complete Landscape Materials Ready Perform Landscape Work Purchase Landscape Materials Landscaping Complete Remove Existing Landscaping as Needed Increased Property Value Design Deck Deck & Pagoda Materials Ready Deck Complete Design Landscaping Build Deck Design Pagoda o Fit Hot Tub And Deck Deck / Pagoda Design Complete Improved Quality of Life Pagoda Complete Create & Purchase Deck/Pagoda Material List Build Pagoda on Deck For Hot Tub Select Hot Tub Hot Tub Ready for Installation Building Permit Approved Submit Building Permit Hot Tub Operational Acquire Hot Tub Set Up Hot Tub Increased Usage of Outdoor Space Legend Backyard Improvement Outcome Plan Version 1.0 Family Uses the Back Yard More Partially at Risk At Risk Prepared by: Bob Swan Validated by: Not Started Complete Date: 2009-02-10

17. The PMBOK • “Project Management Body of Knowledge” • sum of knowledge within the profession of project management • used to document and standardize generally accepted project management information and practices • produced by the Project Management Institute • revised and reprinted every 4 years – fourth edition has just been released 11-Feb-09

18. PM Knowledge Areas & Process Groups 11-Feb-09

19. In conclusion . . . . . . follow process and progress will follow. 11-Feb-09

20. Questions? Contact us at deliver.it@ucalgary.ca or 210-8792 Visit our web-site at www.ucalgary.ca/deliver.it Next PMCP: Time Management Tips Wed, Mar 11, 2009 Thank you for coming! 11-Feb-09

21. The end. 11-Feb-09