What is planning?



Definition


Integrated planning is the application of management processes that bring together the planning of benefits, success criteria, scope, quality, time, resources, cost, risk, communications etc to create the project management plan.

Definition from APM Body of Knowledge 7th edition  📖

Project-work planning


Project­-work can be divided into phases that must be accomplished in order to achieve the project goal. Division into phases and intermediate deliverables is useful in planning as it provides a framework for budgeting, scheduling, allocating resources and appropriately assigning team members and experts, as well as a mechanism for arranging milestones and project reviews.

When using a linear life cycle approach, the assumption underpinning integrated planning is that all the work can be defined, estimated, scheduled, risked, resourced and costed – so that a baseline can be established from which deployment can be managed and controlled.

When using an iterative life cycle approach, a baseline plan is still required, but the assumptions underpinning the plan are different, with flexibility and agility built into the thinking.

Linear life cycle


When using a linear life cycle approach, the assumption underpinning integrated planning is that all the work can be defined, estimated, scheduled, risked, resourced and costed – so that a baseline can be established from which deployment can be managed and controlled.

When using an iterative life cycle approach, a baseline plan is still required, but the assumptions underpinning the plan are different, with flexibility and agility built into the thinking.

For all people working to plan and deliver either standalone projects or projects within programmes and portfolios, the following are necessary:

  • Contract award: Selecting suppliers and setting up contracts for success.

 

  • Risk identification and analysis: Ensuring that the knowable risks are understood and the project plans take account of variability and risk events.
  • Scheduling: Time-based planning with an emphasis on activities and resources.
  • Estimation is the approximation of time and cost required to complete the scope of work to the defined quality requirements.
  • Resource optimisation: Managing scope, quality, time and cost in a constrained system.
  • Cost planning: Understanding where costs fall over time.
  • Contingency planning: Ensuring plans reflect required confidence levels.
  • Deployment baseline: Agreeing the integrated plan to enable managed deployment.


APM Body of Knowledge 7th edition


Read more about planning and scheduling in chapter four of the APM Body of Knowledge 7th edition.

The APM Body of Knowledge 7th edition is a foundational resource providing the concepts, functions and activities that make up professional project management. It reflects the developing profession, recognising project-based working at all levels, and across all sectors for influencers, decision makers, project professionals and their teams.

The seventh edition continues in the spirit of previous editions, collaborating with the project community to create a foundation for the successful delivery of projects, programmes and portfolios.

APM Body of Knowledge

 




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Resources


The importance of conventions: A critical evaluation of current practice in social cost benefit analysis
This research project comprised of a critical evaluation of current methods used by project planners and evaluators in the public and third sectors to quantify social benefits and costs... read more

Organisational design for managing multiple projects
The output of scope management is a specification that may be presented as a product breakdown structure (PBS) showing the deliverables and a work breakdown structure (WBS) showing the work required to produce them... read more


Planning, Scheduling, Monitoring and Control


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Introduction to Project Planning


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