What is resource and capacity planning?

Become a Results-Driven Project Manager

Overview to becoming a results-driven project manager

Project Management Playbook

Week 1: Start your journey to become a results-driven project manager

Learning Objectives (0:35)
Projects deliver value to the organization (7:50)
Effective project management looks different (3:58)
Key ingredients to disciplined project management (4:11)
A good project manager leads people through the wall. (8:59)
How do you select a project and write a problem statement?? (5:07)
Use a template to document pain points, current and target conditions (7:59)
Use a project prioritization matrix to prioritize pain points (6:20)
Check your project’s potential with the checklist (3:58)
Set your team up for good communication with a shared digital space (2:29)
Project Management certification options (2:33)
Assignment - Identify possible projects (0:23)

Week 2: Establish effective project sponsorship

Learning Objectives (0:50)
Why is sponsorship critical to your project's success? (2:31)
What do champions, sponsors, and project managers do? (4:31)
When are steering committees useful? (3:51)
Use a Responsibility Assignment Matrix - RACI - to identify stakeholders. (10:13)
Use a stakeholder analysis to evaluate, gain and reinforce support (12:04)
Assignment - Identify Champion, Sponsor, Stakeholders for your Project (0:32)

Week 3: Charter your Project by documenting scope, goals, timing, team and risks

Learning Objectives (0:50)
Start your charter with a statement about the problem you're addressing (5:17)
Determine your project goal (1:58)
Document project scope (5:47)
Develop a project plan with milestones and timing (2:32)
Document benefits using a threat vs opportunity matrix (12:49)
Identify your team and determining staffing needs (3:13)
Think through risks and obtain final charter sign off (3:32)
Assignment - Develop your project charter. (1:17)

Week 4: Develop your project plan with milestones, tasks, timing, and ownership

Learning Objectives (0:45)
Why do you need a project plan? (2:40)
Identify milestones and possible project phases (3:30)
Develop high level tasks that support the milestones and document these in the project plan template. (5:54)
Create the GANTT chart view for a one-page summary (1:29)
Use the rolling action item list - RAIL - to provide task detail (6:53)
Agile vs Waterfall Approach to tasks (4:57)
Use Microsoft planner with Microsoft Teams to collaborate on tasks (7:30)
Assignment - develop your project plan (1:13)

Week 5: Communicate like a PRO!

Learning Objectives (0:50)
Why is good communication essential? (3:38)
Start with an elevator pitch. (6:24)
Conduct regular project reviews with champions and sponsors. (3:44)
Determine the best methods to communicate - Develop communication plan (7:03)
Keep stakeholders up to date with project summary status. (9:40)
Prepare and conduct an executive review. (4:49)
Present with confidence. (5:52)
Spot and respond to non-verbal communication. (3:53)
Assignment - Establish Communication Methods for your team, champion and stakeholders. (0:48)
Business Email Etiquette (20:01)

Week 6: Identify risks and develop abatement actions

Learning Objectives (0:40)
Why focus on risk and what types of risk should we consider? (4:27)
Determine your project's constraints, barriers, resistance factors and vulnerabilities. (7:20)
Perform a risk assessment with your team. (12:02)
Identify abatement actions and put an action plan in place. (10:03)
Assignment - Perform Risk Assessment and develop action plan to address. (1:44)

Week 7: Motivate action with transforming change management and facilitation skills

Learning Objectives (0:45)
What types of organizations are well equipped for change? (5:20)
Role of the project manager to motivate action (3:29)
Role of the sponsor to lead the change (6:18)
Resistance to change can be helpful to the transition. (5:34)
Change Acceleration Process (CAP) enables leaders to design and sustain effective change. (7:45)
CAP - Leading Change (3:03)
CAP - Creating a shared need (5:12)
CAP - Shaping a Vision (6:06)
CAP - Mobilizing Commitment (6:02)
CAP - Making Change Last and using a Force Field Analysis (5:28)
CAP - Monitoring Progress (5:36)
CAP - Systems and Structures (3:34)
Facilitation Skills for Project Managers (13:25)
Tools to help facilitators (4:46)
Assignment - Complete the Change Assessment to determine where you are in the change continuum and define your change management approach. (1:18)

Week 8: Establish the right metric to sustain improvement and close your project

Learning Objectives (0:47)
Select the right metric to sustain the gains. (13:13)
Establish the performance standard - what is good performance? (5:18)
Document how you will measure and communicate performance in a template (4:49)
Take corrective action based upon performance. (4:11)
Conduct a post-mortem review. (2:40)
Close your project. (4:57)
Assignment - Develop your metrics control plan and complete RACI. (1:13)

Resource Management and Capacity Planning

Welcome to the Advanced Module (7:50)
Learning Objectives (3:03)
What is resource and capacity planning? (8:25)
Why should you develop a resource management approach? (7:09)
What are the different levels of resource planning? (4:59)
Start resource planning by revisiting your GANTT chart. (19:21)
Analyze and document gaps. (6:43)
Take steps as required to adjust your project plan. (11:25)
Manage resources for multiple projects. (10:01)
How do agile methods for resource planning differ from other methods? (21:53)
Assignment - Develop your resource plan (3:47)

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