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Questions to answer in your Management Plan

Organization

  1. How is your company organized? (provide a chart)
  2. How does this project fit into the corporate organization?
  3. Who is the lead executive for the project?
  4. How is this project organized? (provide a chart)
  5. What is the ratio of staff to managers?
  6. How many layers of management are there?
  7. What are the major features and benefits that will result from this organization?
  8. What roles and responsibilities will people have on the project? (provide a table)
  9. How will accountability be achieved?
  10. Where are the points of contact?
  11. Where are the lines of communication?
  12. What is the escalation path for unresolved issues?
  13. Have you addressed horizontal and vertical integration?

Locations

  1. Which portions of the project will be performed on-site and off-site?
  2. What existing locations will be involved in the project?
  3. What new locations will be established for the project?
  4. How will new locations be selected, established, and outfitted?
  5. Will any site surveys be conducted?
  6. How will different locations interact with each other?
  7. How much travel will the project require?
  8. How will technology be exploited for geographically dispersed collaboration?
  9. How will project related travel be managed and accounted for?
  10. How much shipping/transport do you anticipate?
  11. How will deliveries be made?

Subcontracting Plan

  1. Will there be any subcontractors?
  2. Will you outsource any project functions?
  3. What are the benefits that each subcontractor brings to the table?
  4. What roles and responsibilities will subcontractors have on the project? (provide a table)
  5. What level of effort will each subcontractor contribute?
  6. What contractual terms are the subcontractors working under?
  7. Who are the points of contact for each of the subcontractors?
  8. How will you interface/work with other contractors?
  9. How will you manage work performed by other companies?
  10. How will your quality, risk management, and other plans extend to the portions of the project worked on by subcontractors?

Resources and Supplies

  1. What resources and supplies will the contractor provide?
  2. What resources and supplies will the customer need to provide?
  3. How will resources and supplies be procured?
  4. How will they be allocated across the project’s timeline and locations?
  5. Do you have any resources that uniquely qualify you for this project?
  6. How will the customer benefit from the resources that you will deploy?

Customer Involvement

  1. What will the customer’s role and responsibilities be on the project?
  2. What decisions will the customer have to make?
  3. What reviews will they be required to participate in?
  4. What resources will be required from the customer for the project?
  5. What commitments are required from the customer?
  6. What customer information will you need access to?
  7. What customer personnel will be required to participate?
  8. What level of effort will the customer be required to provide?
  9. How will customer expectations be managed?
  10. What will you do to encourage a sense of partnership with your customer?

Tools, Methodologies, and Techniques

  1. How will the customer benefit from the tools that you will use?
  2. What tools/methodologies will you use for development?
  3. What tools/methodologies will you use for computer aided design?
  4. What tools/methodologies will you use for workflow?
  5. What tools/methodologies will you use for configuration management?
  6. What tools/methodologies will you use for process automation/management?
  7. What tools/methodologies will you use for program management?
  8. What tools/methodologies will you use for collaboration?
  9. What tools/methodologies will you use for budgeting?
  10. What tools/methodologies will you use for record keeping/time keeping?
  11. What tools/methodologies will you use for tracking systems
  12. What tools/methodologies will you use for customer relationship management?
  13. What tools/methodologies will you use for document/knowledge management?


By Carl Dickson, Founder of CapturePlanning.com



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