Planning Workshop Agenda
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Date, Time, Location, Conference Room DURATION AGENDA TOPIC WHO GOAL 10 min Introductions, workshop purpose/goals, review agenda ground rules Facilitator Understand why we are here the workshop approach Throughout Meeting Project risks, assumptions, issues, decisions will be simultaneously captured RAID Coordinator Document track important elements of the project 20 min Project Purpose Overview of Project Opportunity Statement Project Manager Set context for detail planning Step 1: Review Deliverables Deliverable Lead Understand each deliverable The next series of steps will need to be performed for each deliverable in the project Step 2: Define activities / tasks to meet the each deliverable Facilitator Identify work necessary for each deliverable Step 3: Sequence the activities / tasks, i.e., build network diagram Facilitator Determine when each task must be performed in relation to other tasks Step 4: Estimate Activity / Task Duration Facilitator Determine the length of time each task will take to perform Step 5: Determine Personnel Resource Skills Facilitator Identify the skills necessary to perform each task Perform the steps below after all deliverables in the project have been through Steps 2-5 Step 6: Create Project Schedule Project Manager / Facilitator The data entry portion of this step can be performed either during the meeting or off-line Step 7: Create Project Resource Plan Project Manager / Facilitator Identify and document the personnel resource names or skill sets required to perform the project work Step 8: Create Project Communications Plan Project Manager / Facilitator Identify and document the project s stakeholders, their communication needs and the management strategy At the end of the session 15 min Next Steps: Assign owners and dates to RAID items as necessary RAID Coordinator Next steps assigned 10 min Meeting Evaluation Facilitator Workshop evaluation and suggestions for improvement..
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