Having a high-level project schedule prior to planning a project is a useful technique for kicking-off project planning. Starting all planning discussions with a model of the project schedule will get the team focused on the right things and allow them to iterate it, which will ultimately produce an accurate and comprehensive final schedule.
Your high-level schedule should be clear and easily understood by all parties and stakeholders involved in the project. Creating one should be done prior to other activities because it will serve as the starting point for the structured, definitive project planning that will follow. Remember, the dates and tasks in your high level plan needn’t be absolutely firm because they will change through the planning process.
In the following post, we will provide 5 steps for creating a high-level project schedule that you can use to kick off project planning:
1.List all of your tasks
Start by creating a list of tasks required in order to accomplish each deliverable of the project. This may seem intuitive, but it is often overlooked in favor of starting with a project scheduling application from the beginning. When creating a list of tasks you must also consider the amount of time it may take to complete each task and who will deliver the task. Knowing these variables will help you hone your estimate for each deliverable in the project, and ultimately help you model the project’s delivery date.
2.List your milestones
Milestones are often overlooked when creating project schedules and they shouldn’t be. Including high-level milestones on the initial schedule provides a measuring stick to evaluate the progress of the project. Given that milestones will be used by management and stakeholders to assess the project’s progress they should be included on your project’s high-level schedule. Start by identify the points of time or events that you recognize as important and add them. They can and probably will change later on, but making them visible during the earliest communications and conversations will add the perspective that the planning team needs.
3.Sequence your list
Sequencing is all about arranging the order your tasks will be delivered in. Some tasks can be done independently or simultaneously while other tasks will need to have a preceding task completed before they can begin. Look over your list of tasks and put them in the order that they need to be completed. Take note of which tasks are critical and which tasks are dependent on others. Knowing this will be useful in the more formal project planning stage when it comes time to identify the project’s critical path.
4.Group tasks together
Look over your list and find logical breakpoints. Group all the tasks between each of these breakpoints so your plan is a series of phases. For example, there may be a series of tasks related to analysis and feasibility which may fit into a Preparation or Proof of Concept phase, and then there may be a series of tasks relating to delivering the work, which may be a Deliver or Build phase. Finally, there may be tasks related to testing and iterating which could be a Test phase. Showing activities as phases will make it easier for audiences to think comprehensively through the project, rather than just seeing a single extended block of work.
The schedule you have modeled will be a good way to check if the expected delivery date is realistic. If your high-level schedule is showing a delivery date that is significantly different from what management or stakeholders expect, begin making adjustments right away, prior to developing the comprehensive project plan. This may include presenting your high-level schedule to stakeholders in an effort to discuss a new date for the project’s delivery date or it may include reducing the deliverables of the project.
Starting the project planning process with a high-level schedule will give your team the perspective they need as you begin developing the more comprehensive final plan. Doing the work up-front to model a project schedule will ultimately lead to a more accurate and realistic project plan.
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