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I have been reading David Allen’s Getting Things Done (late on the bandwagon, as usual), and his chapter on project planning really resonated with me. My job is pretty much planning and managing projects. Officially, I manage software development projects, but I find myself managing all kinds of projects for the organization, some related to my role in IT, some not. So I am constantly on the lookout for a more effective way of planning projects, which often seem to get frustratingly stuck before we really get started doing things.
David Allen’s description of a natural project planning process makes perfect sense to me. The reason we get stuck is that we’re trying to do something unnatural. Usually we start with trying to figure out what to do rather than why we are doing it. Or we get caught in the trap of defining the problem with no ideas for how to solve it. And Allen is definitely right when he points out that when you don’t follow the natural planning process, eventually you fall into reactive mode, where you go through the process anyway but in reaction to a failing project.
The following is my summary of Allen’s natural planning process, with a couple of additions based on my own experience and learning in planning projects for an arguably dysfunctional nonprofit for the last four years.
First, what is a project anyway? A project is any desired result that requires more than one action to complete. A project could be development of a system or website, planning a meeting or conference, deciding on a new type of laptop or installing a software upgrade.
Project planning can effectively be done in one, two or three meetings, as long as the meetings follow the natural planning process in the order outlined below. This should result in all the output needed to produce a vision statement, project plan and outlines for other necessary documentation, such as business rules and use cases.
The seven stages of a natural planning process are:
- Define the purpose of the project.
Why are we doing this project? What are our intentions? What problem are we trying to solve? What untapped opportunity are we capitalizing on? Be as specific as possible. The purpose will provide the focus for the project and also help guide you through the actions to complete the project successfully.
- Set the givens of the project.
What are the constraints, such as time, budget, resource, technology, geography or legal constraints? What policies — internal or external — do we have to adhere to? What standards do we have to uphold for successful completion of the project? What expectations do we have of people working on the project? What other boundaries can we identify?
- Craft a vision of a successful outcome for the project.
What will the project be like when it successfully appears in the world? How will we determine success? What will have changed when this project is completed? The vision should include clear, specific outcomes by which to measure success.
- Determine the stakeholders of the project.
Who is affected by the project? Identify everyone who has an interest in the project, including all members of the project team. What are their goals that they want to achieve with this project? Are all stakeholders represented (if not, perhaps call another meeting)?
- Brainstorm tasks and requirements for completing the project.
How will we accomplish the vision? This is a time to get all ideas out of people’s heads and captured. Do not critique or organize ideas at this point. Document every single idea. The goal is to figure out all the things that won’t work as well as all the things that will.
- Organize all output generated into a project plan.
First identify the significant pieces generated during the brainstorming session and weed out anything that is not feasible. Then sort by one or more criteria: components, sequences and/or priorities, for example. Detail each to the required degree. This may be done during the planning meeting or by the project manager for presentation later.
- Identify next actions.
Next actions are any specific, discrete tasks that can be accomplished now to move the project forward. There may be several next actions that can be done in parallel, or there may be only one upon which all subsequent tasks are dependent. Next actions may include additional planning sessions. Each action should be assigned to an owner with a timeline for completion, or an owner can be given responsibility for a component of the project and then determine the next actions for themselves.
When one action is completed, the next action should be identified and assigned, if necessary. Assignment or review of next actions should be done at the end of each project team meeting.
Not all of these stages need to be conducted in a formal planning meeting or documented; that depends on the project. More formal or complex projects require the project planning team to complete and document each of these phases.
If a project is stuck, revisit these phases to determine where the blockage is occurring. For example, if you can’t determine next actions, you probably need to go back to a previous phase and make sure it is specific and complete. If you don’t have a vision of how the project will be successful, it is very difficult to determine what needs to be done to move the project forward.