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Competence Framework - 23 of 29

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COMPETENCE 23: SCHEDULE MANAGEMENT

The ability to undertake time-based planning with an emphasis on activities and resource.

Introduction

Schedule management is the process of developing and maintaining schedules that show when work for a specific change initiative is planned to be performed. It considers any dependencies and can be for internal and/or external resources and activities.

KNOWLEDGE

Knowledge of key planning considerations.

 

APPLICATION

Define, in appropriate detail, activities and events to be completed during a change initiative.

Consider:

  • The chosen life cycle approach and planning tools/techniques to be used.
  • The scope, requirements and priority of a change initiative.
  • The pre-requisites and complexities of a change initiative.
  • The techniques to define critical activities, key resources, and the timeframe of a change initiative.
  • Ways to obtain specialist advice or knowledge to inform a schedule.
  • The need to establish a baseline.

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KNOWLEDGE

Knowledge of the relationships and dependencies of a change initiative.

 

APPLICATION

Determine relationships and dependencies between activities and events, and their implications to the organisation.

Consider:

  • The links between the activities to be completed during a change initiative.
  • Dependencies on other change initiatives and business-as-usual (BAU).
  • The need to involve stakeholders from a technical and BAU perspective, to inform of any potential impact in terms of time/resource on the schedule.
  • The need to share schedules with stakeholders, to advise of activities and any potential conflicts that will require resolution.

KNOWLEDGE

Knowledge of planning and estimation techniques.

 

APPLICATION

Develop duration estimates and critical dates for each activity and event.

Consider:

  • The appropriate resources to provide estimates, and the most relevant technique.
  • The activities, either BAU or change-related, which might impose time constraints or critical dates on the schedule.
  • The planning tools and techniques that are available.

KNOWLEDGE

Knowledge of the need for an approved, baselined schedule.

 

APPLICATION

Accurately document a schedule of phases, milestones and review points for a change initiative, sufficient to inform the direction of work and the monitoring of progress.

Consider:

  • The governance process to be adhered to.
  • The key activities and key milestones.
  • The different levels of milestones and their links to reporting.
  • The different techniques to present the schedule, taking into consideration the needs of stakeholders.
  • The ways that planning tools can be used to monitor progress and to inform
    future direction.

KNOWLEDGE

Knowledge of ways to update a schedule.

 

APPLICATION

Refine a schedule of activities based on effective monitoring, implementing the change control process when required.

Consider:

  • The use of data to inform any actions and potential impact on related activities.
  • Ways to monitor the actual activities and adjust the schedule as appropriate.
  • The governance process to control change.
  • Ways to communicate the impact of a change to stakeholders.