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Planning

If you are new to the idea of iMA Praxis, please read our introduction to the concept before using the table below to improve your communications with team members, stakeholders and anyone else involved in your project, programme or portfolio.

The goals of management plans used in governance are to:

  • describe the principles that should be used to manage the work;
  • provide consistency with flexibility across multiple projects and programmes.

The goals of delivery planning are to:

  • describe the objectives of the project, programme or portfolio;
  • define the work required to achieve the objectives and describe how it will be performed;
  • estimate the resources and finance needed to perform the work;
  • document the plans and update them throughout the life cycle.

When implementing these goals the different colours would focus on different areas.

A high green would typically propose or want to see:

  • A full set of management plans that provide defined practices and clear responsibilities for all those involved in delivery and which are regularly reviewed
  • a clear and objective explanation of what planning  is aiming to achieve with a bias towards consistency rather than flexibility
  • a consistent and systematic approach to planning that clearly links objectives through to the work necessary to achieve them
  • estimates that are accurate and identified using a rigorous systematic approach including a high level of contingency
  • sufficient resources committed and time allowed for planning and research if needed
  • delivery plans that are comprehensive, detailed and logical and which are regularly reviewed

A high green would typically be perceived as:

  • requiring a formalised, comprehensive and rigorous approach to planning
  • seeking perfection through taking their time to carry out detailed planning or take an iterative approach to reduce uncertainty
  • formal and happier to be working on their own when planning or solving problems

A high blue would typically propose or want to see:

  • management plans that have involved, and meet the needs of, users and which are openly referred to and issues regarding their content discussed
  • an explanation of what planning  is aiming to achieve with a bias towards consistency rather than flexibility
  • sufficient time being allowed for effective planning to be undertaken
  • key individuals engaged and given the opportunity to input to planning with clearly identified roles agreed in advance
  • estimates that are reliable and developed over time with input from key individuals
  • delivery plans that are sufficiently detailed and communicated to key stakeholders

A high blue would typically be perceived as:

  • a competent, patient and enthusiastic planner who is considerate of the resources needed to plan well
  • co-operative, easy to approach and supportive around the process of planning and happy to input to help others
  • willing to commit their own time to creating robust plans to help reduce uncertainty

A high red would typically propose or want to see:

  • the minimum set of succinct management plans necessary to ensure that people have an understanding and acceptance of their responsibilities
  • a clear and objective explanation of what planning  is aiming to achieve with a bias towards flexibility rather than consistency
  • an efficient and quick means of planning with the focus being on doing rather than thinking about it
  • planning that provides the maximum freedom of action for those who are responsible for delivery
  • estimates that are sufficiently accurate for the stage in the lifecycle, have minimal contingency and which are sufficient to allow  decisions to be made and progress maintained
  • delivery plans that provide the minimum level of detail necessary to allow delivery to progress

A high red would typically be perceived as:

  • wishing to minimise the effort on planning and maximise it on delivery and to be in control of the process
  • a decisive decision maker who will be happy accept uncertainty and work through problems in a pragmatic manner
  • challenging plans and seeking ways to deliver more efficiently and quickly

A high yellow would typically propose or want to see:

  • management plans that have been developed and agreed collaboratively, that can be easily applied and which are modified to meet changing needs
  • an explanation of what planning  is aiming to achieve with a bias towards flexibility rather than consistency in terms of how it is undertaken
  • a planning process that actively involves people possibly within a workshop or similar approach
  • early interaction within the team with stakeholders to get their input and look at different options
  • estimates that may be based on gut feel initially and will be validated later during the planning process as data becomes available
  • delivery plans that are sufficiently detailed to allow the team to deliver and that provide a broad understanding of the context within which the work is being undertaken

A high yellow would typically be perceived as:

  • informal and collaborative and willing to be actively involved with others during the planning process
  • An ideas generator who would look for alternatives during the planning process
  • comfortable with a high level of uncertainty during the process and in the plans themselves

 

 

Thanks to Donnie MacNicol of Team Animation for providing this page.

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Planning

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