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Project Management Best Practice 2 – Define What is Not In Scope

All project managers know one of the greatest risks to the on-time, on-budget completion of their project is scope creep; the gradual expansion of functionality, broadening in organizational application, and/or increase in quality requirements often without a commensurate increase in project resources or duration. Subsequently, project managers strive to clearly define their project’s scope in order to defend against scope creep. But when doing so, they often forgo an invaluable tool; defining what is outside their project’s scope.[wcm_restrict plans=”41086, 25542, 25653″]

Defining scope establishes the features, characteristics, quantities, and time frames for delivering a project’s products and/or services. Like most communications, however, there will always be some interpretation as to the specifics of a project’s deliverables. Therefore, it is incumbent upon the project manager to, in the clearest, most concise manner possible, specify the project’s parameters. In doing so, the project manager should define both what the product/service is (in scope) and what it is not (out of scope).


Figure 1, Project Scope Uncertainty, illustrates how defining project scope in both positive and negative terms increases scope specificity and subsequently reduces the potential for scope creep. Around each defined project parameter there will exist some difference in interpretation as to the exact qualities of the parameter by those associated with the project. Differences in interpretation will continue well beyond the project’s scope definition to a point where further interpretation variation would appear to be unreasonable. Adding an out of scope definition, however, limits the range of interpretation variation, thereby reducing the overall amount of scope uncertainty and the risk of scope creep over time.[/wcm_restrict][wcm_nonmember plans=”41086, 25542, 25653″]


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Strategic Planning Best Practice 13 – The Use of Calendars

All too often, strategic planning coordinators are frustrated by an inability to coordinate critical meetings such that all required individuals are able to attend. While strategic planning should be a high priority for all executives and senior managers, so are a great number of other tasks. To ensure the needed executives and managers are available, thereby making the most effective use of their time, it is important to schedule these critical meetings far in advance. By using strategic planning calendars, coordinators will have the prerequisite insight to schedule meetings far enough in advance to avoid conflict with other priority gatherings.[wcm_restrict plans=”40632, 25542, 25653″]

Strategic planning calendars often exist for long-range, annual, and quarterly/monthly meetings. Meetings occurring weekly or more frequently should be set up on a recurring basis, often at the same time each week, for optimal planning purposes. Activities associated with the three strategic planning calendars include such items as:

  • Long-Range: vision and mission validation, long-range objective goal setting, strategic resource and long-range budget projection development, long-range plan development/renewal
  • Annual: annual executive offsite retreat, annual goal setting, resourcing, and budget development, ongoing initiative validation and new initiative development, annual plan development, Board of Directors meeting (plan approval), annual shareholders meeting
  • Quarterly/Monthly: initiative progress/status reporting, state of the business reviews, market and competitor updates (may be part of the more routine meetings depending on the organization’s competitive landscape), Board of Directors and committee meetings/updates

These calendars should exist at each level of the organization conducting business planning activities. Scheduled meetings should be coordinated between organizational levels such that subordinate groups meet first and report results to associated senior groups at their subsequent corresponding meeting.

Once identified, each strategic planning meeting should be assessed to ensure only the participants required to ensure an efficient, successful outcome are invited. These meetings should then be scheduled far enough in advance to avoid significant conflict with or the need to work around other important prescheduled events. Using strategic planning calendars in this way will help ensure the right people are available for the organization’s important strategic planning meetings.[/wcm_restrict][wcm_nonmember plans=”40632, 25542, 25653″]


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Portfolio Management Best Practice 1 – Indentify Interrelationships

StrategyDriven Portfolio Management Best PracticeThe interaction between projects, programs, and processes within a portfolio can be many and varied; contributing significantly to the challenge of effective portfolio management. Faulted transitioning of resources and/or outputs from one portfolio component to another can greatly delay the progress of these and other components; diminishing the overall portfolio value potential. Therefore, it is critically important to identify interrelated resources and outputs and their relationship constraints to enable upfront coordination planning and effective transitioning.

Member components of a portfolio have interrelated items similar to those associated with larger projects. The difference between portfolio and project management lies with the relatively decentralized nature of a portfolio. Unlike a project manager, portfolio managers don’t often receive highly detailed reports on the portfolio’s progress and the handoffs between individuals or workgroups performing each component’s activities. Instead, a portfolio manager receives high-level status information regarding the progress of each project, program, and process under his or her purview. Therefore, it is essential that the portfolio manager clearly understands and in most cases documents the key interrelationships between portfolio components, thereby; enabling the portfolio manager to better track the specific handoffs which may disrupt overall portfolio progress and diminish benefit realization.