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Value Management Office
Value Management Framework - Plan

 

  • Plan
  • Identify processes and activities

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The PLAN phase helps your team design the project.

This phase:

  • Becomes the foundation for implementation and post implementation management.
  • Guides successful completion of essential project work.
  • Estimates and Establishes the scope of work, and defining and refining the project objectives.
  • Is influenced by the type and construct of the project:
    • For less complex projects, planning activities may require a modest amount of time.
    • For very large and complex projects, the PLAN phase can span multiple years.

This phase of the project develops the course of actions to attain those objectives, and establishes methods for managing and controlling the project.

If your project continues to appear viable and likely to achieve desired results once you finish the PLAN phase, move on to the EXECUTE and BUILD phase.

Key Participants: Sponsor, Project Manager, Organizational Change Manager, Steering Team. Stakeholder(s), Technical Unit, Business Unit, Procurement, and Subject Matter Experts and Consultants (as needed).

Resources and Templates

PLAN STEPS:

  1. Review the Sponsor Checklist PLAN.
  2. Review the Phase 2 PLAN General Guidance to ensure familiarity with the process.
  3. On-board the project team.
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  4. Define the current state and "to be" future state using the Developing Process Maps guidance.
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  5. Complete the Benefits Dependency Network Diagram tool using the Benefits Dependency Network guidance. Use the information to update the Business Case.
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  6. Outline the project deliverables and document them in the project plan.
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  7. Define Business Requirements. Also, review Contracting for Value guidance.
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  8. Identify measurable benefits/key performance indicators (KPIs) and document them in the Benefits Register toolkit.
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  9. Begin documenting lessons learned using the Lessons Learned tool.
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  10. Evaluate OCM progress using the Readiness Progression tool.
  11. Document relevant organizational change management (OCM) metrics in the OCM Metrics tool.
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  12. Complete the OCM Communication Matrix and project plan communication matrix. Use the Key Messages worksheet to outline critical messaging and apply the Communication Drafting Template to stage external communications.
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  13. Begin the Resistance Management Worksheet.
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  14. Begin the Training Needs Analysis.
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  15. Conduct additional, more targeted Market Research. See Market Research Defined, Fundamentals, Checklists and Sample Questions, and Market Research and Alternatives Analysis Tips.
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  16. Conduct an Analysis of Alternatives and document the results of the analysis.
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  17. Complete the Acquisition Plan/ Sourcing Strategy and write your statement of work.
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  18. Develop and document deliverable acceptance criteria using the Acceptance Criteria Toolkit and Developing and Using Acceptance Criteria guidance.
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  19. Begin work on the Implementation and Transition Plan.
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  20. Develop the Quality Management Plan using the Quality Plan Guidance and Sample Questions.
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  21. Complete the PLAN phase review.
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  22. Release a request for services to the market.
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