How to Make a Program Management Plan

如何制定项目集管理计划

2020-11-19 05:40 project manager

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A program is a collection of projects that relate to one another, and are therefore managed together in order to achieve maximum efficiencies. The advantages of managing these similar projects make them stand better together than by themselves. However, that doesn’t mean they don’t programs don’t require the same laser focus on planning that individual projects require. A program management plan works similarly to any project plan in that it defines policies, procedures and processes to follow and reach your program goals and objectives. Program Management vs Project Management Before explaining what a program management plan is, it’s important that we’re clear on the difference between program and project management. In many ways they’re similar—except for one fundamental difference. That difference is that, in project management, your effort is directed solely at producing a final deliverable quickly, without impacting quality and staying on the agreed upon timeline and budget. Program management, however, follows the lodestar of creating benefits to the organization with synergy from co-management of multiple projects. Another difference is that projects can be contracted out. The organization running the project is working for a stakeholder, who can or cannot be part of that organization. A real estate company erecting a skyscraper is likely to seek bids from construction contractors, rather than execute the project in-house. However, programs are managed almost always within an organization. That is, the program manager is not a contract worker, but a part of the larger business; and the program manager is integrally attached to their strategic goals and objectives. To sum it up, projects are temporary and deliver a service or product, and programs are a group of related projects that are collectively managed to get benefits that cannot be achieved individually. What is a Program Management Plan? Managing anything requires a plan, and this is certainly true for programs. A program management plan exists to manage, execute and control the program and its goals and objectives. Therefore, the program plan, like any plan, will outline the overview and strategy for the program. To do this, the program must be clearly defined and it’s scope outlined. The plan is developed by a program manager, who understands the strategy and objectives of the program. A program plan is concerned more with benefits than deliverables. Its success parameters are not the same as a project in that it doesn’t necessarily need a quality deliverable on time and within budget. For a program plan, success lives in how the program is meeting the needs and benefits of the organization. Key Elements of a Program Management Plan Any program is going to have dependencies and constraints. The program plan must identify these and include them in the plan. This includes how the benefits of the program will be realized through its management. Because a program is a collection of many projects, it is helpful to include a roadmap in the plan. A roadmap is usually set up as a timeline on which the tasks that make up the project are points, with start and end dates. However, since this is a program, there are several projects mapped across the timeline, which helps to strategize and collaborate. The plan will include governance, an organizational structure and the process used to plan, control and execute the program plan. This includes a schedule, communication plan, procurement, risk, closeout procedure and all the other general aspects of creating any project plan. You’ll need to define key deliverables. Even a program has deliverables, as it’s made up of projects. The deliverables might not be the prime reason for the program, but they are important milestones that need to be understood. Tips for Creating a Program Management Plan When making a program management plan, there are certain things you need to keep in mind. They tend to be similar to creating a project management plan, but stay aware of the differences between the two. Remember, a project plan is directed towards its deliverable, but programs have a more strategic goal. List Goals & Objectives That said, the first thing anyone making any plan needs to do is define what they’re trying to achieve. List the goals and objectives to make sure your plan stays within those parameters. You can’t achieve your goals if they’re not clear. Therefore, communication, as in all projects, is paramount. Without a designated channel, determined frequency and targets, to who your messages are aimed, there’s going to be problems. Plan Communication Communication includes keeping stakeholders updated. In the case of programs, the stakeholders are those in your organization, usually at an executive level, who want to see the return on their investment reflected on your program reporting. The program plan needs to outline those communications, how often and with what materials, including defining their expectations. Make a Timeline Next, you’re going to have to deal with the timeline and scope of all the projects in your program. This means your overall budget and how it reigns in the scope of your program. You’re going to have to find a balance between those two aspects of the program. While you don’t have a schedule that ends with a quality deliverable, you do have a series of smaller deadlines inherent in each project that must be managed in your program plan. Include Your Stakeholders Be sure to sure you plan not only with stakeholders, but your team. Transparency is important. The team are on the front lines of your project, and they will provide you valuable data through their engagement and observation. In turn, you want them to know the program plan, so they can make educated choices when forced to act. Once you’ve met with stakeholders and the teams responsible for executing the various projects, you have both a macro and micro view into the project. This will inform your program plan as you finalize it. How ProjectManager.com Helps with Program Management Plans Don’t forget that all this planning can be facilitated by an online program management tool, such as ProjectManager.com. Our online tool makes sure you have the most current information to make better, data-driven decisions. Managing a program is hard, but it’s even more difficult if you’re jumping from project to project to gather data. With our Overview Projects view, you get a list of every project in your program. You see the project title, who is managing it, the team executing it and the status. From this high-level view you can manage your program. Create Custom Program Dashboards From the Overview Projects view you can also organize and group your projects. When you select certain projects and group them in a folder, you can then filter by this group on the Overview Dashboard, which shows six charts tracking program metrics such as health, workload and progress. With this high-level view of your program’s progress and performance, you can catch issues and make changes to fine-tune the effectiveness of your program. Track Your Projects with a Roadmap Another powerful tool is the program roadmap, which collects all the projects in your program and displays them on a Gantt chart timeline. You get to see all of your program down to the task level in one place and how they relate to one another and if there are any dependencies. But this isn’t a static view. Filter by assignee, project manager or customer, see duration, planned start and finish dates and more. Show stakeholders key metrics during presentations. To match resources to the capacity of your program, we have robust resource management for your entire program. Features help you track, manage and report on the resources across your program. Our workload page gives you the tools to balance your teams’ workload to boost productivity. Security is important when managing a program and we give program managers the ability to share projects, but keep the program private. You decide who gets access and if they can view or edit. Stakeholders can be given access, but you can also feed them filtered data to show them just what they want to see, with one-click reporting on status, variance and much more. ProjectManager.com is an award-winning online tool that helps programs get organized to maximize their profitability. Our real-time dashboard, dynamic roadmaps and one-click reporting give you the tools to manage, track and report on progress and performance to keep your program aligned with overall strategic goals. See how we can help your program management plan by taking this free 30-day trial today. A Quick Guide to Program Management Best Project Management Software of 2020 Best Construction Project Management Software of 2020 The Difference Between a Project and a Program
项目集是多个相互关联的项目的集合,将它们合并在一起能够起到最好的效果。将类似的项目集合在一起管理的优势在于,这比单独管理能更好地实现协同合作。 然而,这并不意味着在完成项目时不需要像完成独立的项目那样集中精力进行计划。 项目集管理计划的工作方式与其他方案计划的工作方式相似,因为它定义了需要遵循的相关策略,程序和过程,以便达到该项目的计划目标。 项目集管理与项目管理 在解释何为项目集管理计划之前,我们需要清楚项目集管理和项目管理之间的区别。除一个最根本的区别之外,它们在其他方面是相似的。 不同之处在于,在项目管理中,你的工作只专注于快速产生最终不影响质量的可交付成果,同时维持商定的截止时间和预算。然而,项目集管理遵循的准则是通过多个项目的协同管理为组织创造效益。 另一个区别在于项目可以承包出去。运行项目的组织是为利益相关者工作的,该相关者可以是该组织的一部分,也可以不是。一家建造摩天大楼的房地产公司很可能会寻求建筑承包商的投标,而不是通过自己公司内部来实施项目。 但是,项目集总是在一个组织内进行管理的。也就是说,项目集经理不是外包的合同工,而是本公司的一部分;项目经理与他们的战略目标和目的紧密相连。 总而言之,项目具有临时性,主要目的是提供一种服务或产品;而项目集是一组相互关联的项目,通过集体管理来获得单独实施无法实现的利益。 什么是项目集管理计划? 管理任何需要计划的项目对于项目集而言是非常正确的。 项目集管理计划的存在是为了管理,执行和控制项目及其目标和目的。因此,项目集计划就像其他计划一样,将概述项目的概况和策略。要做到这一点,必须清楚地定义项目集并概述其范围。 该计划是由一个了解项目战略及目标的项目经理制定的。项目集计划更关心的是利益,而不是可交付的成果。项目集的成功参数与项目不同,因为它不一定需要在有限的预算内按时交付高质量的成果。对于一个项目集计划来说,成功在于项目如何满足组织的需求和利益。 项目集管理计划的关键要素 任何项目集都有其依赖和约束的地方。项目集计划必须确定这些因素,并确保计划中包含了这些因素。这包括如何通过管理实现项目的效益。 由于一个项目集是许多项目的集合,因此在计划中包含一个路线图是有帮助的。通常将路线图设置为时间线,时间线上的点代表项目的组成部分,并有开始和结束日期。然而,由于这是一个项目集,因此在时间线上映射的项目不止一个,这有助于制定战略和进行协作。 该计划将包括相关的治理手段,组织结构和过程,以及如何控制和执行项目集计划。这包括时间表、沟通计划、采购、风险、收尾程序以及项目计划所包含的其他方面。 您需要定义关键的可交付成果。由于项目集是由项目构成的,因此项目集也拥有所谓的可交付成果。可交付成果可能不是该项目集形成的主要原因,但要明白它们是重要的基石。 创建项目集管理计划的贴士 当制定项目集管理计划时,有一些事情你需要牢记在心。它们往往类似于创建项目管理计划,但要注意两者之间的区别。请记住,项目计划是针对其可交付成果的,但是项目集计划有一个更具有战略意义的目标。 罗列出目标和目的 也就是说,不论一个人在制定什么样的计划,需要做的第一件事就是确定他们想要实现的目标。将目标和目的罗列出来,以确保你的计划始终保持在这些参数之内。如果目标不明确,将会很难实现。 因此,与所有项目一样,沟通至关重要。如果项目没有指定的系统,没有确定的频率和目标,没有信息所针对的对象,项目就会出现问题。 规划沟通 沟通包括持续获得利益相关者的最新情况。在项目中,利益相关者通常是组织中的处于执行层人,他们希望看到他们的投资回报反映在项目报告中。项目集计划需要概述沟通的频率以及如何沟通,同时也包括确定利益相关者的期望。 制定时间线 下一步,您必须处理项目集中所有项目的时间线和涉及的范围。这意味着您的总体预算以及其在计划范围内的统治力。您必须在项目集的这两个方面之间找到一个平衡点。即便您没有一个截止时间来交付一个高质量的交付成果,但是您需要一系列相关的项目截止日期来管理项目集计划。 涉及的利益相关者 确保您的计划不仅和利益相关者有关,还要与您的团队有关。透明度很重要。团队处于项目的第一线,他们将通过参与和观察为您提供有价值的数据。相反,您需要让他们知道项目集相关的计划,这样他们在被迫行动时能够做出明智的选择。 一旦您会见了负责执行各种项目的利益相关者和团队,您会对项目拥有自己的宏观和微观的看法。这将影响您的项目集计划,因为您最终定下来是它。 ProjectManager.com网站如何帮助制定项目集管理计划 不要忘记这些计划都可以通过一个在线计划管理工具来实现,比如网站“ProjectManager.com”。我们的在线工具能够确保您拥有最新的信息,以作出更有的的,由数据来驱动的决策。 管理一个项目集是很困难的,但是如果您要从一个项目跳到另一个项目来收集数据,就相对更难了。通过我们的“概述项目(Overview Projects)”视图,您可以获得项目集中每个项目的相关清单。您可以看到项目标题、该项目的管理者、该项目的执行团队以及现状。您也可以在这个高级视图中管理您的项目集。 创建自定义程序仪表板 从“概述项目(Overview Projects)”视图中,您还可以组织和分组您的项目。当您选中某些项目并将其分到一个文件夹中时,然后可以在概述仪表板上按此分组进行筛选,该仪表板将显示六个跟踪项目指标图标,如运行状况、工作负载和进度。有了这个能够显示项目进度和性能的高级视图,您可以发现问题并进行更改,以微调项目集的有效性。 用路线图跟踪您的项目 另一个强大的工具是项目集路线图,它能够收集您的项目集中的所有项目,并将它们显示在甘特图时间线上。您可以在一个地方看到您的项目集的任务级别,以及它们是如何相互关联的,是否存在任何依赖关系。但这不是一个静态的观点。按代理人,项目经理或客户筛选,查看工期,计划的开始日期和结束日期等进行筛选。在演示过程中向利益相关者展示关键指标。 为了使资源与您的项目集相匹配,我们为您的整个项目提供了强大的资源管理帮助。该功能能够帮助您跟踪,管理和报告整个项目集的资源。我们的工作负载页面为您提供了平衡团队工作量以提高生产率的工具。 在管理一个项目集时,安全十分重要。我们赋予项目集经理共享项目的能力,但项目集仍为私有。您能够决定谁可以访问项目集以及他们是否可以查看或编辑。利益相关者可以获得访问权限,但同时您也可以向他们提供经过过滤的数据,只需要点击一下,就能够让他们看到他们想要看到的报告,包括项目集的状态,差异等。 网站“ProjectManager.com”是一个屡获殊荣的在线工具,它能够帮助组织项目集并使其利润最大化。我们的实时仪表板,动态路线图和一键式报告为您提供了管理项目集,跟踪和报告项目进度和绩效的工具,以使您的计划与总体战略目标保持一致。我们将如何通过30天的免费试用来帮助您制定项目集管理计划,让我们拭目以待。 项目集管理快速指南 2020年度最佳项目集管理软件 2020年度最佳建设性项目集管理软件 项目和项目集的区别

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