Have you ever had a client whose head is in the clouds? Maybe she wants a new porch, a hot tub and a brand new kitchen, all in under a few weeks.

Or has a client ever come to you in the middle of a complex project, asking you to speed things up and complete everything ahead of schedule?

Sometimes project management is about giving clients a reality check. Resource scheduling, particularly, gets down to the nitty gritty and carefully examines labor, materials and equipment to determine when something can really be completed, and at what cost.

At other times, you don’t have to pop their balloon and bring them back to planet earth. A few resource allocation tricks allow you to tweak and finesse a schedule, and deliver the seemingly impossible.

Interested in learning more? This post gets down to the basics of resource scheduling methods, including scheduling guidelines, hacks for busy project managers and more!

The Process of Developing a Resource Schedule

One central objective of a project’s planning stage is to create a schedule that really works, given all of the project’s constraints. “Really works” is key, but it’s also a challenge. In order to develop a viable schedule within the project’s scope, timeline and budget, planning is completed in stages, with resource scheduling coming near the end.

Let’s go over the steps for generating a reliable schedule, with a particular focus on where resource planning comes into the process.

1. The Assignment

During the initiation stage, a project manager receives the assignment, and is provided with a basic outline of its objective, timeline and budget.
This stage is about looking at the project in a broad sense. A feasibility study determines the project’s ROI and whether or not it makes sense to move forward. This study outlines the key resources required to achieve the objective.

2. Work Breakdown Structure

Once the project is green lit, the project manager puts his nose to the grindstone, scoping things out and laying a solid foundation. Primarily, he communicates with all stakeholders and gathers requirements.

Using the overall objective and high level requirements, it’s possible to create a work breakdown structure (WBS), which separates the project down into increasingly smaller work packages. The WBS, in essence, outlines all of the work required in a project, and is a template for determining the resources needed.

3. Resource Breakdown Structure

The WBS segways right into creating a resource breakdown structure (RBS).

A resource breakdown structure examines all of the resources required to complete a project’s objective. Just like a work breakdown structure, it’s a hierarchical grid that starts with the project’s central objective. Rather than breaking things into work packages, however, the lower tiers examine the labor, equipment, materials and facilities required to complete each requirement.

The RBS is an excellent tool for outlining a project’s total resources. It’s used alongside the WBS to create a schedule.

4. Critical Path

With all the work codified, the next step is arranging activities in a sequential order, and identifying interdependent activities. The critical path method looks at all the tasks in the lower tiers of the WBS, and plots them sequentially in a network diagram. This diagram arranges activities in relation to one another, carefully considering which must be performed ahead of others, and which activities can be completed at the same time.

A network diagram also identifies dependencies between tasks. A dependency is a relationship between two activities that determines when one activity can begin. For example, in the project of building a house, the drywall must be installed before the electricity is wired. As one of these tasks must be completed before the other, these two tasks are dependent.

This initial critical path is only preliminary, as it doesn’t consider resource constraints. These are considered in the following step.

5. Resource Allocation

Now it’s time to allocate resources. Completing the previous stages allows this stage to be completed with precision.

The preliminary network diagram, to some extent, is created in a fantasy land where multiple people can do multiple things at same time, people are multi-skilled and equipment, materials and supplies are in unlimited supply. A resource analysis adds some reality to the network diagram.

Resources are an umbrella for many aspects of a project. They include all laborers (salaried and hourly), the equipment used to create the deliverable, and the materials used within the final project. Resources even refer to facilities, such as office space and porta potties for construction projects.

Resources generally have a capacity, limit, or constraint. Take people for example. One person cannot do two tasks at the same time, nor can he perform tasks outside of his skill set. Labor may be limited by market conditions, as well. Or perhaps someone’s hourly rate won’t fit with the project’s budget.

Equipment and materials have their own respective constraints. One piece of equipment, generally, cannot work on two activities at the same time. And some materials are only available in certain amounts, or in certain seasons.

This scarcity plays a central role in resource scheduling. Resource allocation primarily is about identifying a resource’s constraints, and creating a schedule that works within them.

At this stage, the project manager utilizes several guidelines and strategies (discussed later in greater detail) to develop an efficient schedule that stays within the project’s budget, scope and timeline, and that also considers dependencies between activities and constraints on resources.

Resource scheduling can increase the critical path, and sometimes it increases the budget as well.

6. Schedule Creation

And finally, with allocation of resources, it’s possible to create a schedule. This schedule usually looks different from the initial critical path. Allocating resources usually means that certain activities have been rearranged, and other activities have been broken down, depending on resource availability. This is also the stage for creating a budget, as the amount and cost of required resources is clear.

Creating a dependable and sensible schedule is a logical and orderly process. Allocating resources and creating a final schedule comes toward the end of project planning, as it uses information gathered in the preliminary stages.

Guidelines for Resource Scheduling and Allocation

Consider these guidelines for best results when allocating resources.

Multi-Tasking Is a Myth

Generally speaking, we cannot do two things at the same time, unless one of the activities is passive, like listening to music or waiting for paint to dry.

Performing two tasks that both require cognitive skills at the same time in fact makes people less efficient, and work performance declines.

When scheduling resources, rule out assigning two tasks to the same person at the same time. Even though it might look efficient on paper, ultimately this leads to a decline in work performance and the project suffers.

Less Float Before More Float

When two activities with float need to be scheduled in sequence due to resource scarcity, schedule the activity with the least amount of float first. (Float is a measurement of an activity’s flexibility; for example an activity may have two days of float, or two weeks of float.)

For example, if Activity A has two weeks of float, and Activity B has only one, schedule Activity B before Activity A.

This principle prioritizes the more urgent tasks over the less urgent, and decreases the likelihood of a delay in the project’s overall completion.

More Resources Before Fewer Resources

In a similar vein, when two activities requiring unequal resources need to be scheduled in sequence, schedule the activity that uses more resources first.
For example, if the project is to design a website, and Activity A involves a software designer and a copywriter, and Activity B only involves the copywriter, schedule Activity A first.

This way, the more complicated tasks are completed right away. Complicated tasks, generally speaking, come with greater risks, so it’s best to complete them sooner and leave the simpler ones for later.

As we’ll get into next, resource scheduling is strategic, and following these best practices guidelines increases the likelihood that a project runs smoothly.

Resource Scheduling Methods & Strategies

If you’re pulling your hair out wondering how to meet a deadline, sometimes pulling a few tricks out of your hat makes everything come together like magic.

This section explains resource allocation and schedule compression techniques, both of which finesse and create efficiencies in a schedule. These techniques work best when they’re applied in the order listed below.

Resource Leveling

Resource leveling is an allocation technique that’s used when the demand for a resource exceeds the supply. This oftentimes occurs when two activities on the network diagram are scheduled in parallel, and both require the same resource. For example, say Activity A and Activity B are scheduled on a Wednesday, and they both require the same equipment. This scenario is impossible. Leveling out the schedule requires adjusting the network diagram so that activities A and B are in sequence, rather than parallel.

Resource leveling means having a reality check. It examines the schedule to see if it actually works, given the constraints of people, equipment and materials. This is an initial step when adjusting a resource schedule, and it often results in extending the project’s deadline.

Resource Smoothing

Resource smoothing is another allocation technique that is used after resource leveling. It re-allocates resources to create a more even distribution throughout a project.

For example, if the critical path schedules someone to work two twelve hour days, smoothing re-distributes the work over three or four days instead.

Smoothing only looks at activities with float and adjusts their start and finish times. (Float is an activity’s wiggle room, essentially.) Resource smoothing does not extend a schedule, that is to say. Rather, it works within the given schedule to create a reasonable workflow.

Smoothing doesn’t work in every scenario, but when it does, it’s a useful way to ensure work is performed moderately and consistently.

These two resource allocation techniques help to remove logjams and smooth wrinkles in a schedule. Once this is complete, the next step is to find ways to make the schedule more efficient. The following compression techniques play a central role.

Crashing

If a client asks you to speed up a project, and move the deadline ahead by a few weeks, this sometimes necessitates crashing the schedule.

Crashing is a schedule compression technique that adds more resources to shorten the time it takes to complete an activity. Oftentimes, this means increasing the cost in order to get something done faster.

For example, maybe a construction team is building a deck onto a house. It’s using two carpenters and is slated to last three weeks. By adding two additional carpenters, the project in theory can be completed in only a week and half!

Crashing doesn’t always work. The duration of some projects cannot be compressed by the addition of more resources. Take the deck example. Suppose that one part of the project entails staining the wood, and this takes four days to dry. This process cannot be sped up with the additional carpenters. Crashing doesn’t work at other times because the additional resources don’t work within the project’s budget.

When it does work, crashing is an ideal compression technique as it generally doesn’t add a whole lot of new risk to a project.

Fast tracking

Fast tracking, as the name suggests, is another technique for speeding up a project. It entails taking two sequential activities on a critical path and arranging them parallel to one another.

Consider a house remodel. Maybe the initial plan was to build a deck, then a fire pit and then an outdoor oven. Fast tracking builds all these at the same time.

Fast tracking may look like multitasking, but of course it doesn’t work in every scenario. First and foremost, it only works when the resources allow for it. Assigning the same person to build two things at the same time clearly won’t work. It also doesn’t work when two tasks have hard dependencies. This means that one task must be completed before another.

Fast tracking introduces risk to a project. Oftentimes two activities, without having hard dependencies, are best completed in sequence rather than in parallel. Changing the sequence may lead to re-work.

Fast tracking has more downsides than crashing, and so it should be used in moderation. However, when it’s the only possibility, it’s an effective way to shorten a project’s schedule.

All of these techniques play a key role in resource scheduling. Note that none of them changes the project’s scope. The same amount of work is completed in every instance.

Have you ever felt overwhelmed by the sheer amount of tasks and projects that need to be done? The deadlines looming, the hours I’ve worked and it still doesn’t seem like there is enough time in the day?

If this sounds familiar, then it’s time for you to take a step back, take a deep breath and get on board with process automation.

What is Process Automation?

In a nutshell, process automation is using technology to automate tasks that would otherwise be done manually. It’s perfect for project managers, small business owners, and anyone who feels like they’re constantly playing catch-up.

You can think of process automation like your trusty sidekick. It’ll be there to help you out whenever you need it, taking care of the tedious tasks that would otherwise take up your precious time.

This could be something as simple as setting up an email response to thank someone for subscribing to your newsletter or something more complex like setting up a CRM system to track your sales pipeline.

Here’s an example, let’s say you run an online store. Every time someone places an order, you have to send them a confirmation email. Most website builders have a feature that allows you to automatically send out thank you emails when someone places an order, which can save a ton of time.

Without this automation, you would have to manually send out each email, which would take up a lot of your time. Because not only do you have to write the email, but you also have to enter in each customer’s information.

Another common example of process automation is social media scheduling. If you’re running a business, chances are you need to post regularly on social media in order to keep customers informed and engaged.

Rather than manually scheduling each post, you can use a service like Buffer to automatically schedule your posts in advance. This way, you don’t have to worry about forgetting to post or struggling to come up with content every day.

Process automation & your next project…

Who’s doing what, and when will they have it finished? As teams grow, it can become harder to keep track of those oh-so-important details. Process automation can help by automating mundane tasks like collecting feedback, or keeping an eye on deadlines.

Honestly, process automation is a project manager’s best friend. Just like having your own personal assistant, process automation can take care of all the little mundane details that you don’t have time for. It can keep track of tasks, deadlines, and more so you don’t have to.

Think of it as a helpful robotic assistant that never tires, never slows down, and never takes a break. It can make sure tasks are completed on time and keep everyone in the loop about progress.

Just remember, your only as good as the tools you have. So make sure to invest in quality automation software so that it can help streamline your workflow and keep you on top of all the moving parts of your projects.

How Process Automation Can Help You Save Time

As we mentioned before, one of the biggest benefits of process automation is that it can save you time. But how exactly does it do that?

Well, think about it this way: if you’re spending two hours every day on tasks that could be automated, that’s 10 hours per week—40 hours per month. That’s a lot of time that could be spent on more productive activities.

Not to mention, process automation can also help you avoid human error. We’re all susceptible to making mistakes, but if a task is automated, there’s no chance for human error. This is especially important for tasks that require attention to detail, like data entry.

Several reasons why it’s crucial for your projects…

In addition to saving you time and reducing the chances of human error, process automation can also help you:

• Save money
• Improve customer service
• Increase efficiency
• Scale your business

Save money

Process automation can also save you money. For example, if you automate customer onboarding emails, you’ll spend less time writing and sending individual emails. Or, if you use a chatbot on your website instead of hiring a customer service representative, you’ll save money on salaries and benefits.

Improve customer service

Process automation can also help you improve your customer service. Especially if you use technological tools like chatbots to interact with customers. Not only will this free up your time, but it will also allow you to provide 24/7 customer service.

Plus, if you use a tool like Intercom, you can automatically send custom messages to people based on their behavior on your website. So, if someone abandons their shopping cart, you can send them a discount code to encourage them to come back and complete their purchase.

Increase efficiency

Another benefit of process automation is that it can help you increase your efficiency. By automating tasks, you’ll be able to get more done in less time. And, as we all know, time is money.

Plus, if you automate repetitive tasks, you’ll free up your brain power to focus on more important tasks. This is especially beneficial if you work in a creative field like marketing or advertising.

Scale your business

Process automation can help you scale your business. If you’re manually doing tasks that could be automated, you’re only able to do as much as you can physically do in a day. But, if you automate those tasks, you’ll be able to do more without having to hire additional staff.

This is especially beneficial if you’re a solo-preneur or small business owner. Automating tasks will allow you to do more without having to take on the additional overhead of hiring employees.

Of course, there are some tasks that shouldn’t be automated. For example, if you’re a freelance writer, you probably don’t want to automate your entire writing process. But, there are some parts of your business that can be automated, like social media scheduling or invoicing.

Saves You Headaches In the Long Run

Not only can process automation save you time and money in the short run, but it can also save you headaches in the long run.

For example, if you automate your social media scheduling, you’ll never have to worry about forgetting to post or having to stop what you’re doing to post. And, if you use a tool like Hootsuite Insights, you can track your social media analytics and see what’s working and what’s not.

Plus, if you automate your customer onboarding process, you’ll never have to worry about manually sending emails or creating welcome packets. And, if you use a tool like Intercom, you can automate your customer support and never have to worry about responding to customer inquiries.

What are the Downsides of Process Automation?

Of course, there are some downsides to process automation. For example, if you automate your social media scheduling, you won’t be able to post in real-time.

Plus, if you automate your customer onboarding process, you won’t be able to personalize the experience for each customer. And, if you use a chatbot to interact with customers, you won’t be able to build the same rapport as you would if you were speaking to them on the phone or in person.

To be honest, the main downside is cost. If you’re on a budget, the cost of setting up an automated system can be prohibitively expensive. But, there are some tools out there that are either free or have low-cost plans.

Finally, process automation can be time-consuming. If you’re not careful, you can spend more time setting up your automation than you would if you were doing the task manually. But, if you take the time to set up your automation correctly, it will save you time in the long run.

Considering the 4 phases of project management with automation

All projects, whether small or large, have four distinct phases. These include planning, execution, monitoring, and closure. Each of these steps is important in ensuring the success of a project.

Process automation can help streamline each step of the project management process, here’s how…

1. Planning phase

During the planning phase, or the initial phase of any project, the main objectives are identified, the scope of the project is defined, and resources are allocated.

In this initial phase, the major processes utilized can include figuring out a time frame, allocating a budget, measuring risk, and assessing resources. A huge part of this phase is spent on gathering data and then organizing it into useful information.

Process automation can help streamline the planning process by automating the data-gathering phase, which can be quite tedious and time consuming.

Automation tools can help collect and organize the necessary information quickly and efficiently, while also providing a platform for generating reports and insights.

2. Execution phase

The execution phase is the second step in any project and it’s when all of the planning comes to fruition. During this stage, tasks are assigned and resources are used to move forward with the project.

Automation tools can help streamline this process by helping to manage schedules, assign tasks, and track progress. Automated systems can also be used to send out reminders for upcoming tasks and deadlines.

3. Monitoring phase

In the monitoring phase, progress is tracked and reported on. During this stage, all team members can analyze the progress of the project, identify potential risks and issues, and adjust plans accordingly.

Automation tools can help streamline this process by providing real-time data, tracking progress, and analyzing results. Automated systems can also be used to generate reports which can be shared with team members.

4. Closure phase

The closure phase is the final step in any project. During this stage, all of the tasks and objectives are completed and resources are released. The goal is to make sure that all goals have been met and all stakeholders are satisfied with the outcome.

Process automation can help streamline this process by automating some of the final tasks such as archiving documents, sending out final reports, and releasing resources.

How to Utilize Project Automation for Your Team

Now that you’ve seen the potential benefits and downsides of process automation, you might be wondering how to get started. The good news is, it’s not as difficult as you might think. All you need to do is to…

1. Define Your Goals

First, you need to figure out what tasks you want to automate. Look for tasks that are repetitive or time-consuming.

For example, if you’re a freelance writer, you might want to automate your invoicing process. Or, if you’re a small business owner, you might want to automate your social media scheduling.

2. Choose Your Tools

Once you’ve defined your goals, it’s time to choose the tools you’ll use to automate your tasks.

We recommend finding a tool that specializes in automating projects and processes. There are a variety of tools available, so you’ll want to shop around and find one that has all the features you need.

A tool like Teamly could be perfect. Its user-friendly kanban boards can really help prevent work from being lost in the shuffle. With Teamly’s boards, users can create customized workflows, assign tasks, and automate repetitive activities. It’s like the best of both worlds – automation and organization.

But what if your managing social media posts and want to save time on the same? Automation tools like Buffer, Hootsuite or SocialPilot can help you schedule posts in bulk and even track their performance.

What if you are managing customer support? Tools like Zendesk or Help Scout can help you automate customer support tickets and provide better customer experience. With customer support we always recommend having a human representative on standby to answer difficult queries, however, process automation can certainly help streamline the process. Especially when we’re talking about common everyday inquiries.

3. Establish Rules

The next step is to establish rules or parameters for the automated processes. This will help ensure that everything is running smoothly and you don’t run into any unexpected issues.

For example, if you’re automating your customer support process, you’ll want to set rules for how quickly inquiries should be responded to, who is responsible for responding to them, and what types of inquiries are considered urgent.

By setting these rules and parameters in advance, you can help ensure that your automated processes are running smoothly.

4. Monitor and Adjust

Finally, you’ll want to monitor your processes and adjust them as needed. Process automation can help save time in the long run, but that doesn’t mean it’s a set-it-and-forget-it kind of thing. You’ll still need to keep an eye on things to make sure everything is running as expected.

Think of process automation like a car. You can set it up and program it to do what you want, but you still need to make sure that the oil is changed and the brakes are in good condition.

Project planning is a long process. Even after huge milestones are met, things are usually still in a tangle. Getting everything firmly into place requires several more yanks with a fine tooth comb.

Gathering all the requirements and then defining the project’s scope is a significant threshold, for sure. Yet, during the process of allocating resources, it often becomes apparent that things are really out of whack.

Some people may be working several twelve hour days, with huge breaks in between, while others are assigned to two tasks at the same time. Plus, the equipment may not be available when it’s needed.

There’s still a lot to smooth out.

This final stage of teasing things out is known as resource allocation. After extending the project schedule if need be, it’s all about distributing resources in order to suit people’s desires and preferences. The two techniques used in resource allocation are known as resource smoothing and resource leveling.

Are you wondering more about resource smoothing in project management? This post examines resource smoothing within the broader framework of resource management, and compares it to resource leveling.

Resource Management: Process & Strategies

Resource smoothing is a central technique in resource management. Before discussing resource smoothing, then, it’s helpful first to clarify everything included in the term resource, and briefly explain the resource management process.

Resource: A Definition

In project management, resources refer to many things, including people, objects, and money.

The PM Glossary defines it as: “The elements needed for a project to successfully meet its objectives. Examples of resources include equipment, staff, locations, facilities, and money.”

Resources include the equipment needed to complete a project, as well as the materials within the final project. They also include everyone who works to bring a project to completion.

For example, in a construction project, resources include the backhoe used to excavate the property, the concrete used in the foundation, as well as both the contract labor and the salaried employees. It includes the money to pay for it all, as well.

Resource Management: The Process

Resource management is all about when you use resources within a project, and how they’re used. It is a process that begins with planning all the necessary resources, then continues with both scheduling and allocating them. Let’s look at some preliminary steps to developing a resource management plan, in order to identify where project smoothing occurs in the process.

1. Determine the Project’s Scope.

Once all the requirements have been collected by the stakeholders, it’s possible to determine the project’s scope. Using the timeline, the budget, and the requirements, the scope is outlined in a scope document that clarifies the requirements, constraints, exclusions and assumptions.

2. Create a Work Breakdown Structure (WBS).

A work breakdown structure displays all of the work packages required to fulfill the project’s requirements. It is created by decomposing a project’s high level requirements into increasingly smaller tasks. It clarifies all of the project’s required resources.

3. Determine Required Resources.

Using the small tasks at Level 3 and Level 4 of the WBS, it’s possible at this point to determine all the resources required to complete a project, including the supplies, equipment, labor and money.

4. Use Resources Allocation Strategies.

Even though the resources required to complete the project are clear, there are still a lot of things to smooth out.

When tasks and resources are laid out onto a project’s schedule, all sorts of conflicts become apparent. Some people have been over allocated to various tasks. In other instances, equipment and materials won’t be available at the scheduled time.

This is the stage for applying resource allocation strategies.

What is resource allocation? The Project Management Glossary defines it as: “The assigning and scheduling of resources for project-related activities, ideally in the most efficient manner possible. Resource allocation is typically handled by a project manager, though they may be overridden by a program manager if resources are to be shared between multiple projects.”

As previously stated, resource smoothing is one of the two central resource allocation techniques.

With these clarifications, it’s time to discuss resource smoothing.

Resource Smoothing: Definition & Benefits

Resource smoothing is a method for optimizing resources and equally distributing them throughout a project.

The Project Management Glossary defines it as: “A technique that makes use of float when allocating resources so as not to affect total project duration. It is used when project time constraints are important. Resource smoothing does not affect a project’s critical path.”

Resource smoothing does not extend a project’s completion date. After it’s utilized, that is to say, the critical path remains the same. Rather, this allocation technique focuses on non-critical activities, those with float or slack.

Float or slack are basically the same thing. They are a measurement of an activity’s wiggle room. The Project Management Glossary defines each as:

Slack time – The length of time an activity’s early start can be delayed without affecting project duration.

Float – A measure of the schedule flexibility involving a particular task.

For example, say an eight hour project needs to be completed within one week. Its slack, or float, would be four days. Slack and float can also be measured in hours.

Resource smoothing cannot be not delayed any longer than an activity’s total float. Using the previous example, this means the activity cannot be scheduled during the following week without impacting the critical path, and causing delays to other activities.

As displayed by this histogram, smoothing evens out resources within a project without extending the project.

Smoothing isn’t so much about constraints, that is to say, but it’s about desired limits. It’s about making resources sensibly distributed within the constraints of the critical path.

Benefits of Smoothing

Smoothing doesn’t always work. When two activities have hard dependencies, for example, things cannot be shifted around. But when it is possible, smoothing a project provides several clear and tangible benefits.

1. Prevents Burnout

Most people are willing to work 40 hours in a week. At the same time, most people get burnt out from a 12 hour workday. A lopsided work schedule quickly leads to a place of burnout and exhaustion.

Smoothing is about distributing and equalizing work. If all the work for one week is scheduled from Monday to Wednesday, for example, smoothing distributes the work into the final two weekdays as well, in order to create a more rounded schedule.

2. Prevents Overuse of Equipment

Smoothing encourages the moderate use of equipment. When a project has been smoothed and resources equally allocated, it precludes a scenario where equipment gets overused and worn down quickly.

3. Improves Company Culture

Work-life balance is one of the pillars of a healthy workplace culture. Smoothing respects work and life boundaries, and creates an environment where people have time for work and for the rest of their life as well.

As explained, smoothing doesn’t consider a project’s constraints. Rather, it quite literally smooths things out, within the given constraints. It’s like smoothing out a sandbox with a little rake. Nothing goes beyond the walls of the sandbox, but everything within it gets leveled out.

An example of smoothing helps to demonstrate where and how it works within a project.

Example of Resource Smoothing

Let’s look at an example of a kitchen remodel that has three principle installation tasks. The backsplash, the cupboards, and the refrigerator all need to be installed by the end of the week. One person is hired to complete the cabinets, while a second is hired for the second two tasks.

The cupboards take 40 hours to install, while the backsplash and the refrigerator each take 10 hours. The second two tasks, then, each have 30 hours of float.

Originally, the refrigerator and the backslash are scheduled to be completed on Monday and Tuesday, in 10 hours each day. The cupboards are to be installed over the entire week, in equal increments of time.

However, upon closer examination, the resource manager decides to disperse the backsplash and refrigerator installations over the entire week, utilizing the float for each task. Monday and Tuesday are dedicated to the backsplash, with five hours each day, and Wednesday and Thursday are dedicated to the refrigerator, again with five hours each day.

The benefit or objective of smoothing is to find breathing space in a schedule. Shifting activities with float evens out work schedules so that a more equal amount of work is completed on each day of the project. It doesn’t change the critical path, or the overall timeline of the project.

Leveling: The Other Resource Allocation Technique

Sometimes when a project manager takes a closer look at a project’s critical path, it becomes clear that things need to shift around. For example, maybe two tasks scheduled in parallel require the same person to work for eight hours. Clearly, these two tasks need to be scheduled in sequence. If one task is on the critical path, this extends the critical path by eight hours.

This demonstrates a resource allocation technique known as leveling.

Resource leveling is defined as: “A technique that involves amending the project schedule to keep resource use below a set limit. It is used when it is important to impose limits on resource use. Resource leveling can affect a project’s critical path.”

Resource leveling focuses on resources with constraints. Sometimes a resource is only available at a certain time, or in certain amounts. When this scarcity is taken into account, it can impact the project’s timeline and its critical path.

Leveling and smoothing are both integral to the resource management processes, in seeing that all resources in a project are properly scheduled and distributed.

Leveling and Smoothing: Comparison and Contrast

Leveling and smoothing both focus on resource allocation, but each function a little differently. Let’s compare and contrast the two.

Constraints versus Desires

Resource leveling is driven by constraints, while resource smoothing is driven by desires. Another way to say this is that leveling is a must, and smoothing is a should.

Resource leveling means the reallocation of resources when there is no other option. For example, if a task is scheduled for Monday, but the necessary equipment is only available on Tuesday, then the task must be moved to Tuesday.

Resource leveling, rather, caters to preferences. It’s about evening things out so that no one is burdened with a heavy workload, and no work schedules are lopsided.

Leveling Before Smoothing

When firming up a project’s schedule, the process of leveling is applied before smoothing. This determines the final critical path.

Once the path is in place, it’s then possible to find activities with float, and smooth out the resources wherever possible.

Leveling May Increase the Schedule

Leveling affects the critical path and so it usually increases the project’s schedule. Smoothing is only applied to non-critical activities, or those with float. Smoothing maintains all of a project’s time and budget and scope constraints, and moves things around within them.

Have you ever set your mind to complete a DIY home remodel, and the very next day you started ripping out tiles and pulling up carpeting? When you’re really excited about an undertaking, the inclination to dive right in is almost irresistible.

Yet, when a project executes before outlining the budget, the requirements and the scope, it’s usually a setup for failure.

When we get ahead of ourselves, the project becomes a whirlwind. You don’t know where to turn, what to work on, or what success even looks like. You may tear out a wall, only to discover that you don’t have the budget to replace it. Or begin an ambitious remodel that ends up taking so long it’s never really finished.

Fortunately, there’s a system for having things in place to execute a project at the proper time and build the deliverable of your dreams.

End-to-end (E2E) project management breaks a project down so that you know exactly what to do and when. It’s a formula for delivering a quality product, every time.

Wanna know more about the meaning of end-to-end project management, and the stages of a project lifecycle? That’s what this post is all about.

E2E Definition & Benefits

End-to-end project management is a methodical process for moving through a project from the beginning stages all the way to completion. It breaks a project down into key stages, and identifies all the tasks and objectives for each stage. The process creates a continuous workflow, as it sufficiently prepares the project to move into each successive stage.

Here are some of the central promises of end-to-end planning:

The Project Stays Within Its Constraints

End-to-end planning creates orderliness and deliberation. Things are carefully planned and monitored, and so it increases the odds that a project is completed within its stated scope, budget and timeline.

The Project Manager Grows and Improves

With end-to-end planning, a project manager takes plenty of time to reflect and analyze systems at every stage of a project. This creates opportunities to improve and update processes with every go-around.

It Decreases Rework

End-to-end planning is an efficient process. It encourages continual communication so all team members are in alignment and working toward the same objectives.

As you can see, end-to-end project management delivers clear benefits to a project. The following is a summary of each project stage in the end-to-end cycle, including the key objectives of each stage.

1. Initiation Stage

In this first stage, the project manager seeks to define the project and determine whether or not to take it on.

Define the Project

The first step is to clarify the project in general terms, identifying first the objective, the timeline and the budget, and then gaining a rudimentary estimation of the scope. These are broad estimations; the particulars are spelled out later.

For example, if the project is a home remodel, this stage clarifies the key objectives, such as refinish the basement, add a bathroom and knock out a wall to expand the living room.

Feasibility Study

A feasibility study, as the name suggests, determines if the project can succeed, given its objective and constraints. It primarily focuses on the cost of the project and the value of the final deliverable.

A feasibility study answers questions such as:

• Do we have the resources (labor, equipment and materials) needed to achieve the proposed objective?
• Does the return on investment justify the costs?

A feasibility report includes breakdowns of the project’s cost, alongside the anticipated income.

Identify Stakeholders

The initiation stage also clarifies everyone involved in the project. Who is invested in the outcome, and whose input needs to be considered in the discovery stage?

Select Tools

At this point, it’s necessary to outline what communication tools and software to use for the project. A remote project requires special attention at this phase, as the quality of the communication is directly determined by selecting user-friendly tools.

In summary, this initial stage again is about gaining a broad overview of the project. It paints with a broad brush. This stage seeks to develop a framework for the project, define stakeholders, outline resources, clarify objectives, and then determine whether or not it makes good business sense to move forward.

2. Planning Stage

The planning stage lays a foundation for a project and creates a roadmap for the team to follow.

A solid plan places the project in a position to succeed.

Although a thorough plan is a lot of work, the effort is worth it. Working through the details minimizes scope creep, gets everyone in agreement on project goals, and clears up assumptions and miscommunications.

Here are the central components of the planning stage.

Business Case

A business case states the justification for the project. Among other criteria, it outlines the project in terms of the objective, the benefits and the cost.

Procurement Strategy

A procurement strategy goes hand-in-hand with the business case, as it outlines how the project plans to obtain the required labor, equipment and materials within the project’s scope and cost.

Requirement Summary

A thorough understanding of all requirements is necessary before beginning a project.

There are several methods for capturing requirements, including a MoSCoW meeting, where stakeholders distinguish musts from shoulds, and a user story session, where all stakeholders write out requirements individually.

Whatever method is used, the objective for the project manager is to communicate with all stakeholders, and develop a clear understanding of what the project seeks to accomplish, both in terms of the “what” and the “why.” That is to say, this stage identifies both the tangible deliverables and the value that these deliverables seek to add.

Scope Summary

A scope summary defines the scope of a project, using the project’s requirements. It includes assumptions, exclusions and a list of all requirements. A thorough scope document is the surest way to avoid scope creep during the project’s execution stage.

Work Breakdown Structure and Resource Schedule

A work breakdown structure (WBS) uses both the objective and the high level requirements to break the project down into smaller work packages. These work packages spell out all of the resources needed for the project, including the equipment, the labor, the materials, the location and the fees.

The project manager identifies the relationships between each of the work packages, to create a critical path. She or he assigns roles to all the team members and creates work flows.

Wherever possible, the project manager also applies the strategies of smoothing, leveling, crashing and fast-tracking in order to create efficiencies in the schedule.

Change Management Plan

Even though the planning stage seeks to clarify objectives and reign in scope creep, changes are bound to occur in the project nonetheless. Creating a change management process allows the team to properly document changes as they occur during the project’s execution.

Project Management Methodology

The project manager also determines a methodology for managing the project during the planning stage. The nature of the project itself often determines which structure to choose. A project with high risks and upfront costs often leans toward a more waterfall approach, while a project that can pivot easily takes a more agile approach.

Risk Management Plan

A risk management plan carefully examines the project and anticipates all possible occurrences, both positive and negative. The plan also considers the likelihood of each occurrence. For example, a winter construction project would anticipate inclement weather, and place a high probability on this occurrence.

A risk management plan may sound silly to some, as it anticipates issues that may or may not occur. However, ultimately it saves the project time, money and resources.

When the vulnerabilities and threats for each asset have been identified, the next step is to determine how to handle them. Risks can either be avoided, transferred, accepted, or mitigated.

It also includes a succession plan, in the event a team member leaves during the execution stage.

Plan Kickoff Meeting

Finally, when the planning is complete, it’s time to set up a kickoff meeting to share the plan with all stakeholders. The kickoff meeting carefully outlines all the deliverables, presents the WBS and resource schedule, and calls attention to risks.

The agenda for the meeting includes outlining the deliverables, sharing the schedule, and soliciting feedback. Ideally, it’s scheduled at a time and place where all stakeholders can attend.

As you can see, the planning stage thoroughly looks at all aspects of a project, to be sure it commences without a hitch. Now it’s time to move onto the execution stage!

3. Execution Stage

The next two stages of the project management cycle are the longest, and they are performed simultaneously.

The third stage puts the project into action, and begins with a kickoff meeting.

Kickoff Meeting

Execution begins with a meeting that shares and discusses all of the documents and discoveries from the planning stage. The objective is to get everyone on the same page as to what the project aims to achieve, and how it aims to achieve it.

Particular attention is given to the project requirements, the timeline and the procurement strategy.

It also solicits stakeholder feedback and seeks to identify and clear up any last-minute miscommunications and assumptions.

Execute on the Plan

‘At this point, the team works to deliver requirements to the client. Depending on the project, the execution plan may last quite some time. Whenever possible, the requirements are presented in incremental stages, in order to collect feedback. Oftentimes, the team reflects on client feedback and changes course if need be.

The team works hard during the execution stage. Depending on the project management strategy, the team may continually meet in sprint sessions and scrum meetings, or else follow a carefully laid plan on a gantt chart. Either way, the objective is the same: To fulfill requirements within the given scope, timeline and budget.

4. Monitoring Stage

Monitoring is critical to the successful execution of a project. The objective of the project manager at this stage is to supervise the team and determine if the project is on track with the given budget, timeline and resources.

At this point, many of the processes outlined in the development stage are put into action. Some central components of the monitoring stage include:

Scope Management

Scope management aims to avoiding incidents of gold-plating and scope creep, two forms of undocumented changes to the project’s requirements.

This entails keeping close supervision on the team, to be sure everyone works toward fulfilling requirements exclusivity, with no add-ons. It also means ongoing communication with the client to identify and approve changes, and ensure they’re incorporated into the change process.

Change Management

As mentioned, changes are bound to occur in a project. Sometimes the change is a recovery plan, intended to get a delayed project back on track. At other times, the change is an adjustment to the deliverables, based on client feedback.

Ongoing communication with team and client determine when and if the change is needed. Following the change processes outlined in the planning stage ensures the changes are documented and integrated into the project schedule and resource plan.

Risk Supervision

A project manager follows the risk management plan and monitors the project for upcoming risks. The plan is also updated to include new risks assumed by changes to the project, or the addition of new requirements.

Daily Scrum Meetings

Ongoing communication is central to successfully monitoring a project. Ideally, a team meets every day to discuss the work plan, and align efforts to the overall project goal.

This is also an opportunity to air concerns about risks, discuss feedback from the client, or suggest changes to the project.

Final Deliverable Sign-off

When the client signs-off on the final deliverable, both the monitor and the execute stage come to an end. Everyone drinks a glass of champagne, and toasts to their hard work.

5. Closure Stage

In addition to popping a bottle of champagne, there are still some loose ends to tie up in the final stage of a project.

Post-Mortum Meeting

A post-mortum meeting acknowledges the hard work from key players and the significant milestones the team achieved together.

It’s also an opportunity for the team to share feedback on various processes and procedures used during the project. These suggestions indicate how to improve the next time around.

Reflect on Processes and Systems

This is an important stage for the project manager to reflect on what worked well in the project and what did not work so well, with particular focus on the following areas:

• Communication methods
• Scope document template
• Requirements gathering method
• Project management method
• Change management plan
• Risk management plan

A careful reflection creates a window of opportunity to improve processes for the next project.

Close the Books

And finally, it’s time to take inventory, store files and share results with all necessary stakeholders.

Most of us learn about scope creep and gold plating the hard way.

Maybe it’s a home remodel, and the project manager agrees to “just” add another sconce in the bathroom, which leads to a costly electrical repair and fifteen hours of work. Or an enthusiastic developer builds a close relationship with the client, and unbeknownst to anyone else, writes extra code that leads to hours of additional testing, developing and re-work.

Like a thick, enveloping fog, the aftereffects of scope creep and gold plating are upon us before we even know it.

Projects, oftentimes, commence with a wealth of assumptions and miscommunications. And it’s only in the execution that these become apparent. And so change is a part of every project, regardless. Scope management monitors changes, and ensures they don’t lead to re-work and free labor. A change management system is key to reducing scope creep and gold plating in a project.

In this post, we’ll look at the impacts of scope creep and gold plating, and explore how to mitigate them with a change management plan.

Scope Creep vs Gold Plating

Scope creep and gold plating are similar in that they both are unmonitored changes in a project. They differ, however, in their causes and effects.

What Is Scope Creep?

Scope creep is an additional requirement, requested by the client, that is not included in the initial scope agreement. It may not affect the budget or the timeline.

Generally, as the name suggests, scope creep starts small but can grow much bigger. For example, the initial requirement may be to add some additional text to a webpage. Then, step by step, it increases to a new layout for the whole website.

Scope creep does not follow a change process. It’s an unauthorized and undocumented increase in the project’s scope.

What Causes Scope Creep?

Generally speaking, people are on the lookout for scope creep, as it creates tangles in a project. However, it almost always occurs anyway. Here are its three principal causes.

1. Poor Project Planning

Oftentimes, a project expands and changes because the scope was never clearly defined in the first place.

If the scope document fails to capture the requirements from every stakeholder, or describes each requirement vaguely, this usually means that the project will morph and change during the execution phase.

At other times, a project commences before the planning is complete. The procurement summary or work breakdown structure hasn’t been written, and so it’s unclear just how many resources a project requires. This creates inaccurate estimates that require updating during execution.

2. An Unsupervised Team

Scope creep also occurs when a project manager fails to keep abreast of the team and its interaction with the client. Sometimes a side relationship develops between the client and a team member, creating a channel for the client to solicit additional work without following proper change protocol.

3. A Client Likes What She Sees

Finally, scope creep can be a vote of confidence from the client. It means she likes the work she’s seen so far in the project, and wants more of the same.

What Is Gold Plating?

Gold plating is the addition of a feature to a project that is not requested by the customer, and is not in the original scope document. It’s intentionally added by the team and doesn’t follow any change procedure or protocol.

Gold-plating generally seeks to “spruce up” a project. For example, if the project is to paint a fence, the painter may decide to add a latch. When the client sees the final fence, he may or may not be pleased with the latch, as it wasn’t something he requested, nor was it part of the initial agreement.

What Causes Gold Plating?

Generally speaking, a team works to fulfill the requirements outlined in the original scope document, and doesn’t color outside of these lines. So why then does gold-plating occur? There are two principal causes of it.

1. Compensation for Poor Performance

Oftentimes, when a team underperforms with a deliverable, it seeks to make up for the deficiency. Sometimes, the team erroneously thinks that adding a little extra to the project will smooth things over, or “gold-plate,” the situation.

2. A “Meet and Exceed Expectations” Mindset

Every project manager and team wants to build a strong reputation and to have returning clients. This drive to excel oftentimes results in overwrought efforts, including the addition of new requirements to the project.

It’s like ordering something in a restaurant and the waiter bringing you a complimentary side and salad, with the hope to receive a good online review. As anyone can see, sometimes this method works, and at other times, it backfires.

What Is the Difference Between Scope Creep and Gold Plating?

Scope creep and gold plating both are undocumented changes within projects, but they differ slightly from each other. Here are two key distinctions.

1. Gold plating is an undocumented change that is not requested by the customer. It’s initiated by the team, and oftentimes is performed without the customer even knowing. Scope creep, on the other hand, is an additional requirement the customer wants to add to the project.
2. The motivations and causes behind scope creep and gold plating are different. Scope creep is usually caused by misunderstandings and poor project planning. Gold plating, on the other hand, is usually an effort to stroke the customer. It’s an extra that’s intended to win favor or smooth things over.

What Are the Dangers of Scope Creep and Gold Plating?

Both scope creep and gold plating impact a project negatively, and in similar ways.

1. Unplanned Risks

An additional requirement adds new risks to the project. For example, if the project is a home remodel and the additional work is an unplanned light fixture, this opens the project up to the risk of electrical problems.
This additional risk was never addressed at the beginning of a project, and so there is no plan in place for mitigating or avoiding it. It may lead to additional work and expenses.

2. No Documentation

A paper trail is always helpful, particularly in a long project. It keeps people on the same page with respect to expectations. However, gold plating and scope creep don’t use proper change management processes, and so they have no paper trail. This easily leads to major miscommunications.

How to Prevent Scope Creep and Gold Plating?

To a certain extent, changes in a project are guaranteed. Even with the best laid plans, things come up, unforeseen events occur and people change their mind. At the same time, there are several steps that a project manager can take to minimize changes in projects.

1. Write a Thorough Project Plan

The best way to rein in project changes is to have a clear understanding of the project at the beginning. A long one-on-one with the client helps to outline all of the requirements, eliminate misunderstandings and clear up assumptions.
The planning stage is also the time to educate the clients about the process, and outline the work and schedule with a work breakdown structure and a resource schedule.

Finally, a thorough scope document ensures that everyone is on the same page.

2. Supervise the Team

Close communication with the team also minimizes gold-plating and scope creep. A daily scrum meeting keeps everyone abreast of client requests and any proposed changes. It also allows the project manager to monitor the team, and ensure they’re focused exclusively on fulfilling requirements.

3. Have a Change Control Process

A simple change process that everyone understands ensures that nothing occurs without the entire team knowing about it. It also serves to minimize project risks and maintain a good paper trail.

Although change is always part of a project, these steps help to mitigate change and scope creep.

A Successful Change Management Plan

Eliminating undocumented changes in a project requires a change management plan. A process that documents changes and communicates them to the team keeps all the team’s efforts in alignment.

Let’s look at the benefits of a change management plan, and the four steps it includes.

Benefits of a Change Management Plan

A good change management plan keeps processes smooth during project execution. There isn’t any scope creep or gold plating when everyone understands what is expected, and knows the correct procedures for making a change.

It also minimizes waste, as the team only works on those activities that add value to the client.

Four Steps of a Change Management Plan

Although everyone participates in making changes, change management is the responsibility of the project manager. These are the four steps the project manager oversees.

1. Change Request

The first step identifies the request and the reason. This step can be initiated by any member of the team, or by suggestions or feedback from the client.

A suggested change may be a recovery plan, intended to get the team back on schedule. Or else, the change may be to modify a deliverable that performs poorly in testing.

It entails identifying the “what” of the change, and the “why.” This stage also documents how things need to change.

2. Change Analysis

Next, everyone on the team gathers to discuss the implications of the change. Particular feedback is sought from those with the most knowledge and those who are most affected by the change.

This stage considers the impact of the change on the budget, timeline and scope, as well as any new risks the change might introduce to the project.

It also considers alternatives to the change, perhaps to increase resources and crash activities instead.

3. Change Approval

If the project manager believes that the change is workable, then it is written up and approved, and assigned an effective date.

4. Change Implementation

The project manager oversees the change to be sure that the team is in alignment. He or she communicates the change to everyone and completes the documentation. The change is integrated into the project plan, and the resources are redistributed to accommodate it.

These are the principal steps to a change management plan. Managing scope creep and change requires discipline. This process makes the difference between a team that reacts to changes, and one that follows a plan.

These steps can look a lot different depending on the nature of the project and the team. The critical step is to determine a change management process at the beginning of a project, and communicate the processes to the entire team.

You know the feeling. You’re in charge of several projects at work, and things are starting to slip through the cracks. The team is getting bogged down in details, progress is stalling, and you’re starting to feel the pressure.

What you need is a way to keep your team on track and focused on the bigger picture. That’s where Enterprise project management (EPM) comes in.

EPM is all about making sure that your team is working together efficiently towards a common goal. It’s the art of keeping everyone aligned and on the same page, so that you can avoid costly mistakes and deliver your projects on time and on budget.

In this article, we’ll explore the importance of EPM and how it can benefit your business.

What is EPM?

In a nutshell, EPM is all about managing several projects at scale. It’s the process of coordinating and managing multiple projects in a way that helps businesses achieve their goals.

What makes it stand out from everyday project management is its focus. Instead of thinking about each project as its own entity, EPM looks at the big picture and considers how all of the projects can work together to achieve the company’s objectives.

This might seem like a small change, but it can make a world of difference in the way projects are managed and executed.

An Example of EPM at Work

Imagine you’re managing 3 projects: one to launch a new product, one to increase sales in existing markets, and one to open a new market.

If you’re thinking about each project individually, you might end up with 3 very different plans that don’t take into account the company’s overall goals. But if you’re thinking about the projects as part of an enterprise, you can see how they all fit together to achieve the company’s objectives.

Here’s the thing, in everyone of those projects you have some overlap in goals and some commonality in processes.

You’ll probably need to do some market research for all 3 projects, and you’ll need to develop a sales plan. These projects probably need copywriters, graphics designers, and web developers. By thinking about the projects as part of an enterprise, you can start to see how they all fit together and where there are opportunities for synergy.

Think about it like this: if you’re trying to put together a jigsaw puzzle, it’s much easier to do if you have a clear idea of what the final picture is supposed to look like.

The same is true for managing projects. Having a clear goal in mind will make it much easier to coordinate all of the different moving parts and ensure that everyone is working towards the same goal.

To put it blunt, projects serve two masters 1) the business and its needs and wants and 2) the customer or client and their needs and wants.

EPM is all about creating a process that considers impact to both.

As you can see, enterprise project management is not your ordinary project management. It’s a more holistic and coordinated approach that takes into account the big picture.

And while it might seem like a lot of work, the benefits might make it worth it. Let’s take a look at some of the benefits of EPM.

Benefits…

Enterprise project management is extremely beneficial because it:

• Aligns everyone on the businesses objectives
• Optimizes resources resources across the board
• Improves visibility into the project’s progress
• Provides actionable insights for decision making purposes
• Improved coordination between team members

Here’s a more detailed breakdown…

Alignment

First, it helps ensure that all projects are aligned with the company’s overall objectives. This alignment is key to ensuring that the projects are working together to achieve the company’s goals, rather than working against each other.

Optimized

Second, EPM helps to optimize resources across all projects. This optimization is possible because EPM takes into account the interdependencies between projects.

By understanding how the projects are interconnected, you can make sure that resources are being used in the most efficient way possible. This helps to save time and money, which is always a good thing.

Improved Visibility

Third, EPM provides improved visibility into all of the projects. This is important because it allows managers to identify risks and issues early on. It also allows for better decision making because all of the relevant information is readily available. This improved visibility leads to improved project outcomes.

Actionable Insights

Fourth, EPM provides actionable insights that can be used to improve future projects. These insights are possible because EPM generates a lot of data.

This data can be used to identify trends and patterns. These trends and patterns can then be used to improve future projects.

For example, if you notice that a particular type of project is always behind schedule, you can take steps to avoid that in the future. Or if you notice that a certain type of resource is always in high demand, you can make sure to have more of that resource on hand for future projects.

In short, EPM provides the data that you need to make informed decisions about future projects.

Improved Coordination

Finally, EPM leads to improved coordination between all of the different projects. This improved coordination is possible because EPM provides a centralized repository for all project information.

This repository can be used to track dependencies, milestones, and deadlines. It can also be used to store contact information for all of the different project stakeholders.

Having this information in one place makes it much easier to coordinate the projects.

What about small businesses?

As you can probably see, EPM is extremely beneficial for businesses and especially large companies that have a lot of moving parts. But what about small businesses?

The short answer is that EPM can be beneficial for small businesses, but it’s not essential. Small businesses have different needs than large businesses. They often don’t have the same resources, and they often don’t have the same number of projects going on at the same time.

However, EPM can still be helpful for small businesses. If you have a small business, you might want to consider using EPM if you find yourself in any of the following situations:

• When you have multiple projects underway and you need help coordinating them
• When you need help aligning your projects with your company’s overall objectives
• When you want to optimize your resources across all of your projects
• When you need better visibility into your projects
• When you want actionable insights that can help improve future projects

The Seven Elements of EPM

According to the Project Management Institute (PMI), there are seven elements of EPM:

1. Risk Analysis
2. Structured Estimating
3. Project Reviews
4. PM Coaching
5. Escalated Issue Management
6. Time Accounting
7. Information System

These elements form a sort of blueprint for how EPM processes should be implemented. Note that in principle there is a lot of overlap between EPM and normal project management processes. But remember, EPM is designed for centralized management of multiple projects.

Let’s briefly look at each one.

1. Risk Analysis

Here’s the thing about projects: they always come with some degree of risk. There’s always the possibility that something will go wrong. And if you have several projects underway at the same time, the risks can start to pile up. That’s why risk analysis is such an important part of EPM.

You’ll probably notice that reoccurring risks will start to emerge as you analyze your projects. For example, you might find that a certain type of project is always behind schedule. By identifying these risks, you can take steps to mitigate them in the future.

2. Structured Estimating

One of the challenges of managing multiple projects is that each project has its own unique estimating process. This can make it difficult to compare apples to apples when you’re trying to figure out which project is most important.

That’s where structured estimating comes in. Structured estimating is a way of creating a standardized estimating process that can be applied to all projects. This makes it much easier to compare projects and to prioritize them.

3. Project Reviews

The PMI states that there are four types of reviews: project commitment, project initiation, project delivery, and project closure. The main purpose is to check on progress, quality, and risks. This serves an important tool for maintaining culture and standards throughout the organization.

Having a review template for all projects is an excellent way to maintain consistency and ensure that all key points are covered. Color coding by impact and urgency lets you quickly identify which areas need attention first.

For example red could be applied to items that need to be escalated immediately, while yellow could be used for items that need to be addressed but are not urgent.

4. PM Coaching

As the name suggests, PM coaching is all about providing support and guidance to project managers. Now, this might sound like a luxury, but it’s actually quite important. Direction from a more experienced project manager can be invaluable for keeping projects on track. Plus, it can help prevent problems before they occur.

This raises the question: who should be a coach? The answer is that it depends on the organization. In some cases, it might make sense to have a central coaching team. Just be sure to choose a coach who is familiar with your organization’s culture and values.

5. Escalated Issue Management

There’s a range of issues that can arise during a project. Some of them can be resolved quickly and easily. Others might require more time and effort.

And then there are the truly difficult issues that just won’t go away no matter what you do. These are the types of issues that need to be prioritized and escalated. For example, an issue might be escalated if it is:

• Time-sensitive
• Impacting multiple projects
• Going to cause a delay in the project
• Likely to result in a loss of money

Having the executive team involved in issue management can be very helpful. They can provide the resources and support that are needed to resolve difficult issues.

6. Time Accounting

Measuring time as accurately as possible is critical for project management. After all, time is money. If a project is taking longer than expected, it can impact the bottom line. But imagine if several projects are behind schedule. That can have a serious impact on the organization.

That’s why time accounting is so important. Time accounting is the process of tracking and measuring the time that is spent on each project. This information can be used to:

• Identify which projects are behind schedule
• Determine which projects are over budget
• See where time is being wasted
• Make decisions about how to allocate resources

7. Information System

At the foundation of every project is data. This data is used to make decisions, track progress, and measure success.

An information system is a way of collecting, storing, and sharing data. There are many different types of information systems, but they all have one thing in common: they make it easier to manage projects.

There are four types of reports that are commonly used in EPM:

• Project progress
• Resource utilization
• Project activity
• Resource usage

As too many project managers have learned, the “just” request is the kiss of death.

“Can you just do me a quick favor?”

“Can you just make a small change here?”

Because no request is ever “just.” You agree to change the font on a webpage or retouch some trim on a remodel and next, you’re adjusting the entire website, or re-painting an entire wall. And before you know it, you’re engaged in a timely and expensive side-project where nothing is documented and none of the time is billable.

As a project manager, your aim is to identify what your client wants, and deliver it. It’s that simple.

But without vigilant scope management, the process goes more like this: You present the final deliverable, and the client says something is missing. So you go back to look at the scope statement and change orders, but the language is vague and mushy. Or there aren’t any documents at all. It’s a huge mess and nobody wants to clean it up.

No doubt about it, scope management is hard. It’s not easy to capture all of the requirements, to bend and flow through a project as the expectations change. As any project manager can attest, it’s one of the hardest aspects of managing a project.

But not managing scope isn’t an option.

That’s why a plan is required. And a plan is only as good as the tools, processes and documents that make it up.

That is what this post is about. It’s going to cover how to manage scope in project management, so that you can deliver a project that’s brilliant and scintillating…without scribbling outside the lines.

The Six Processes in Scope Management

Scope is as fundamental to a project as the budget and timeline. The Project Management Glossary defines it as: “Everything a project is supposed to accomplish in order to be deemed successful.”

Scope management is a responsibility that begins at Stage 1 and continues all the way until the client signs off for the final deliverable. Here are the six key stages to successfully managing scope from the beginning of a project to the end.

Step 1: Determine How to Manage Scope

There’s more than one way to skin a cat, and there’s more than one way to manage scope.

From how to collect requirements, to what to include in the scope statement, to how to process change orders, it’s important to get your bearings at the start.

These processes needn’t be developed from scratch with each go-around. Once a reliable system is developed, it can be utilized on projects again and again.

Step 2: Collect Requirement From the Customer

A project’s requirements directly determine its scope. Essentially, they summarize everything that’s needed to bring a project to completion.

And so making every effort to gather requirements thoroughly ensures that the project’s scope is accurately understood from the start. In order for this process to run smoothly, some project managers even have a requirement management plan.

Determine the requirements by communicating with the customer and key stakeholders.

Sometimes, a MoSCoW meeting with all stakeholders helps to quickly identify

a project’s high requirements and exclusions. At other times, a workshop for writing user stories is the solution.

Whatever the method, the objective is to include the contribution of every stakeholder, and capture a complete summary of the project’s requirements from the start.

Step 3: Define Scope

Once all the requirements are gathered, it’s time to define the scope. This entails decomposing each requirement and identifying all the steps needed to complete it. It means asking questions around who needs to be hired, and what equipment and materials are needed.

This is the stage for writing the project scope statement, which spells out all of the project’s assumptions, constraints, and exclusions. This statement is covered in more detail later in this post.

Step 4: Create a Work Breakdown Structure

A work breakdown structure (WBS) is a visual representation of all the work needed to meet a project’s requirements. It’s hierarchical, and lists the project objective at the top, then breaks the work into increasingly smaller packages at levels 2, 3 and 4.

To create a WBS, place the central deliverables into the second tier, and decompose them into smaller work packages, until it’s possible to make accurate estimates around the resources required for each.

Although a WBS isn’t chronological, it’s an excellent visual representation of a project’s entire work package.

This step marks the end of the planning stages for scope management. The additional two processes monitor and control scope throughout the project.

Step 5: Customer Evaluates Deliverables

Throughout a project, the customer inspects and reviews work, and signs off if the deliverable meets expectations.

Presenting the client with deliverables every two to three weeks allows the team to receive feedback and to understand if the project is on track.

At times, it’s necessary for a team to change direction in order to meet the client’s needs. Ongoing communication with the client makes it easier to pivot. If the team instead waits and presents deliverables at the end of a project, it may be too late to make changes.

When a scope document has clearly outlined requirements, it’s easy to tell if the change is a defect or a change request.

Step 6: Monitor Scope

Communicate with the team, ideally in daily scrum meetings, to monitor work and ensure that everyone is working toward fulfilling requirements.

Monitoring scope looks out for signs of gold-plating, which is the addition of non-authorized “extras” added onto requirements. It also prevents scope creep by encouraging the use of correct procedures when making changes to scope.

These are the central processes to managing scope throughout a project. Many of the processes occur in the planning stage, as a clear understanding of requirements and scope from the start allows a project to run smoothly.

The Project Scope Statement

The project scope statement creates a narrative around a project. It defines what the project will produce, and how. It’s completed as a final step in the planning process, after requirements have been gathered.

The Project Management Glossary defines a project scope statement as a statement that “details what a project is meant to achieve and describes the deliverables expected. It forms the basis of measurable objectives by which the success of a project will be assessed. Project scope statements are typically part of project plans.”

The scope statement, ultimately, is for the customer. It’s important to write it in a language that all the stakeholders understand, so overly technical jargon isn’t necessary. A sign off from the client indicates that everyone is on the same page.

A scope document provides a project with several key benefits. First of all, it makes scope adjustments easier later on. Secondly, it creates a paper trail for easy reference, should any confusion arise. Finally, it provides critical input for creating the work breakdown structure, the risk management plan, and the procurement document.

Let’s look at the seven key sections of a scope statement.

1. Justification of a Project

The justification for the project clarifies the business purpose a project seeks to solve.

For example, if the project is to build an online store for a retail outlet, the justification would say how the online store aims to generate additional sales for the company, and serve as a marketing platform for its brick and mortar location.

2. Scope

This is the portion of the scope statement that needs the most care and attention.

Defining the scope means summarizing all of the characteristics, traits or functionality that need to be produced. It combines the requirements of all of the stakeholders, and additionally breaks down all the steps required in meeting each requirement.

3. Acceptance Criteria

The acceptance criteria outlines what the final product must look like. It clarifies the number of defects a final deliverable can have, and is an opportunity to provide a realistic description of what the final product is expected to do.

4. Deliverables

The deliverables section summarizes everything that’s handed onto the client, whether tangible or intangible.

It may include scope and schedule documents such as the work breakdown structure and the project schedule.

It also outlines the project deliverables. If the project is to design a website, then this section breaks down every page to be included in the site, along with its functionality.

5. Project Exclusions

This section clarifies what won’t be included in the final deliverable.
Oftentimes, stakeholders are in disagreement over the requirements to include in a project. This section of the scope document clarifies all of the agreements that stakeholders come to before executing the project.

It precludes a scenario where a team creates false expectations. Rather, it clearly states any criteria that the project won’t meet.

6. Constraints

This section outlines any key constraints in a project, most especially the budget and the timeline.

Depending on the nature of the project, it also includes any condition that might impact the completion of a project, such as weather or resource scarcity.

7. Assumptions

This section states any assumptions around the completion of a project. For example, in a construction project, an assumption may be that the team is able to obtain the permits necessary to begin the project.

These seven sections cover the central areas of a scope document. Although the document may cover your back, it’s more of an agreement than a contract. The client signs off on it to ensure that the team and client are on the same page.

Once you’ve created a successful framework for a scope document, it’s easy to use over and over again.

Three Tips to Manage Change in Projects

Although increasing scope “as a favor” isn’t really a favor at all, the compulsion to add little extras creeps up nevertheless.

The practice of gold-plating seeks to remedy deficiencies in deliverables by augmenting the project somewhere else. But ultimately this leads to a dangerous area where scope increases without any documentation. It exposes the project to unplanned risk, and increases the budget and timeline as well.

At the same time, changes will occur in every project, guaranteed. It’s even a good thing, some would argue. This is the philosophy behind the agile principle that welcomes change, even late in development. It’s not a sign that the project manager hasn’t done his or her job, or that the scope statement isn’t comprehensive.

Rather, in order to deliver on the client’s requests, project managers will almost always pivot away from the initial requirements. But these changes are clearly communicated and documented.

The decision to make changes is entirely in the realm of the client. The project manager’s job is to monitor the change to everyone’s satisfaction. To this end, here are three tips to managing change in projects.

1. Communicate With the Team

New team members may not appreciate the danger of doing small favors for the client. Keep steady ongoing daily communication with the team to ensure everyone is on track to fulfill requirements, and nothing else.

2. Ask the Five Questions

When the client comes to you with a change request, ask questions to understand the who, what, where, when and why behind the request. This clarifies the purpose of the change.

With a full understanding of the change, it’s possible to write a change order and increase the scope.

3. Have a System in Place

Many changes to scope are pretty minor. And so it’s not necessary to follow a complicated change process every time. However, every change must be documented, as it impacts other aspects of the project, including the timeline and the budget.

When you have an easy system at hand, it increases the likelihood that everyone follows the protocol around scope increase. A long process that no one understands may well mean that you’ll have some scope creep on your hands.

You won’t regret having everything documented. At any point, the client may approach with a concern about the deliverable, and this way you can point to a written statement clarifying all of the changes they requested, along with the reason.

Scope creep is like a weed. It starts out very small, but it spreads quickly and then it’s too late to stop. These steps ensure that change is managed and scope increase is documented.

The Line You Don’t Cross

As many project managers have learned the hard way, when anyone asks if you’d “just” do a little something extra for them, you Just. Say. No.

Uncontrolled scope cream benefits no one. Just like the name suggests, it can come out of nowhere, but before you know it you’re dealing with a mess.

However, scope change isn’t bad in itself. It actually occurs in almost every project. Scope management is the process of ensuring that scope is clarified accurately at the beginning, then carefully monitored through a project. It stops scope creep before it even starts.

Although scope management is one of the hardest skills for project managers, fortunately there’s several tools at hand to help. Once you discover the templates and methods that work for you, it won’t be a problem at all!