Task 1 – Execute project with the urgency required to deliver business value
- Assess opportunities to deliver value incrementally
- Examine the business value throughout the project
- Support the team to subdivide project tasks as necessary to find the minimum viable product
Task 2 Manage communications
- Analyze communication needs of all stakeholders
- Determine communication methods, channels, frequency, and level of detail for all stakeholders
- Communicate project information and updates effectively
- Confirm communication is understood and feedback is received
Task 3 – Assess and manage risks
- Determine risk management options
- Iteratively assess and prioritize risks
Task 4 – Engage stakeholders
- Analyze stakeholders (e.g., power interest grid, influence, impact)
- Categorize stakeholders
- Engage stakeholders by category
- Develop, execute, and validate a strategy for stakeholder engagement
Task 5 – Plan and manage budget and resources
- Estimate budgetary needs based on the scope of the project and lessons learned from past projects
- Anticipate future budget challenges
- Monitor budget variations and work with governance process to adjust as necessary
- Plan and manage resources
Task 6 – Plan and manage schedule
- Estimate project tasks (milestones, dependencies, story points)
- Utilize benchmarks and historical data
- Prepare schedule based on methodology
- Measure ongoing progress based on methodology
- Modify schedule, as needed, based on methodology
- Coordinate with other projects and other operations
Task 7 – Plan and manage quality of products/deliverables
- Determine quality standard required for project deliverables
- Recommend options for improvement based on quality gaps
- Continually survey project deliverable quality
Task 8 – Plan and manage scope
- Determine and prioritize requirements
- Break down scope (e.g., WBS, backlog)
- Monitor and validate scope
Task 9 – Integrate project planning activities
- Consolidate the project/phase plans
- Assess consolidated project plans for dependencies, gaps, and continued business value
- Analyze the data collected
- Collect and analyze data to make informed project decisions
- Determine critical information requirements
Task 10 – Manage project changes
- Anticipate and embrace the need for change (e.g., follow change management practices)
- Determine strategy to handle change
- Execute change management strategy according to the methodology
- Determine a change response to move the project forward
Task 11 – Plan and manage procurement
- Define resource requirements and needs
- Communicate resource requirements
- Manage suppliers/contracts
- Plan and manage procurement strategy
- Develop a delivery solution
Task 12 – Manage project artifacts
- Determine the requirements (what, when, where, who, etc.) for managing the project artifacts
- Validate that the project information is kept up to date (i.e., version control) and accessible to all stakeholders
- Continually assess the effectiveness of the management of the project artifacts
Task 13 – Determine appropriate project methodology/methods and practices
- Assess project needs, complexity, and magnitude
- Recommend project execution strategy (e.g., contracting, finance)
- Recommend a project methodology/approach (i.e., predictive, agile, hybrid)
- Use iterative, incremental practices throughout the project life cycle (e.g., lessons learned, stakeholder engagement, risk)
Task 14 – Establish project governance structure
- Determine appropriate governance for a project (e.g., replicate organizational governance)
- Define escalation paths and thresholds
Task 15 – Manage project issues
- Recognize when a risk becomes an issue
- Attack the issue with the optimal action to achieve project success
- Collaborate with relevant stakeholders on the approach to resolve the issues
Task 16 – Ensure knowledge transfer for project continuity
- Discuss project responsibilities within team
- Outline expectations for working environment
- Confirm approach for knowledge transfers
Task 17 – Plan and manage project/phase closure or transitions
- Determine criteria to successfully close the project or phase
- Validate readiness for transition (e.g., to operations team or next phase)
- Conclude activities to close out project or phase (e.g., final lessons learned, retrospective, procurement, financials, resources)
