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Identify project goals and scope
- Identify goals and effective metrics
- Goal: What is the result to be completed and delivered?
- Effective measurement: What is the bottom line of delivery? What are the deliverables? Goals should be clear, specific and measurable.
- Establish the person in charge of the project
- The project has full authority to operate and the person in charge, someone has to make a decision, someone has the responsibility, and someone has the final say.
- Identify stakeholders
- Inside the user, outside the user
- For users with multiple interests, a representative committee can be established to determine the specific spokesperson for specific interests.
- Synthesize the above and modify the project goal
- It is not a step that must be carried out specifically, but according to the above synthesis, adjustments will be made during the project.
- Determine the relationship and communication methods of each department
- For large projects involving multiple departments, the settlement process between departments is also critical.
- Identify goals and effective metrics
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Identify target basic requirements
- Establish the relationship between the project and strategic planning
- Projects are also part of the company’s development strategy. Learn to accumulate in projects
- Mark installation standards and regulations
- Documents, development and implementation processes must have clear standards, executable, reproducible, and recorded, so that they are easy to learn and take over.
- Indicates the organizational structure of the project team
- If it is a large company involving multiple departments involved in project development, then it is also necessary to sort out the organizational structure of each relevant department of the project team.
- Establish the relationship between the project and strategic planning
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Analyze project characteristics
- Identify how the project is driven
- Product-driven or goal-driven? Different driving methods should adopt different implementation methods for management.
- Identify the high-level risks of the project
- During project implementation, the risk factors that directly lead to project failure need to be focused on.
- Consider user needs for the project
- User's preference and habit of technology
- Select development method and life cycle method
- Waterfall model etc.
- Review the overall resource estimate
- Overall resources to support the project
- Identify how the project is driven
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Identify target products and activities
- Identify and describe the product of the project (what is delivered?)
- Including manuals, tools, documents, codes, etc. produced by the product and its affiliates.
- Documented common product flow
- Achievement relationship between product stages
- PFD product flow chart
- Make an ideal activity network diagram
- The work in the production process of the product, on the basis of PSD, refine the work content of each product
- Modify the ideal activity network according to the needs of the stage and checkpoint
- According to the time node and project needs, the above process time nodes can be flexibly grasped.
- Identify and describe the product of the project (what is delivered?)
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Estimate the workload of each activity
- Bottom-up estimate
- Distinguish the difference between time-consuming and workload
- The workload of individual activities should be integrated from the bottom up with the overall plan
- Indicate the time spent on the activities in the activity network diagram
- Modify the controllable activities created by planning
- The time period of some individual activities may be too long, so the task needs to be broken down and detailed to make the project more controllable and more appraised.
- Combined with management needs, such as a project progress meeting every two weeks, it is more appropriate to schedule the activity plan for two weeks.
- Many important tasks only need a short period of time, so we want to pack these and form a checklist to ensure that these tasks are enough to attract attention.
- Bottom-up estimate
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Identify risk
- Identify and quantify activity-based risks
- Refine to the potential risks of success for each activity and subtask
- For the content that cannot be accurately estimated, use the time range method to control
- Project task arrangements are based on premises and assumptions, and further analysis is carried out in conjunction with relevant content
- Plan appropriate risk measures
- Risk prevention plan
- Adjust the plan according to risk
- Make some adjustments to the original plan based on risk analysis
- Identify and quantify activity-based risks
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resource allocation
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Sort out the resources on hand and the resources needed
- Modify plans and manage tasks based on resources
- Gantt chart
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Review/release plan
- Review project plan quality
- Evaluate whether the project is really completed
- Documented comments
- Solicit opinions from stakeholders on the premise that they understand the importance and relevance of the project
- Review project plan quality
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Execute the plan and carry out the lower-level planning process