Project Management

Finished your schedule? Here’s what to do next

From the The Money Files Blog
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A blog that looks at all aspects of project and program finances from budgets, estimating and accounting to getting a pay rise and managing contracts. Written by Elizabeth Harrin from RebelsGuideToPM.com.

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Tasks and dependencies? Check.

Dates? Check.

Owners? Check.

But creating a schedule doesn’t stop when your Gantt chart has those elements in place. Even if it looks like it’s finished enough, you can go further to make your schedule really robust and useful for the project team.

Here are 3 things to consider when you’ve got the bones of your project schedule together.

1. Find the critical path

I’m surprised at the number of project managers I work with who don’t use a critical path, but then, sometimes I don’t work it out either.

The critical path isn’t helpful when there are lots of knowledge-based tasks with unknown durations and plenty of float. If most of your tasks can happen in parallel, or you have no fixed end date to aim for, then you could argue that it’s not super important to mark the critical path on the schedule.

I think that the more experience a project manager has, the easier it is for us to spot the tasks that are critical or potential blockers to progress without having to highlight each one in red on a Gantt chart, but that also depends on the complexity of your plan. It’s easy enough to spot the path on a 3-month software development project, but I couldn’t work it out in my head on a 600-line ERP implementation plan.

If hitting your dates is essential, and staying at the budgeted amount of resource is essential, and your plan is complex, then spend a bit of time working out the critical path. Normally you just have to hit a button to highlight it and then sense check what your software is telling you. Worth doing.

2. Work out the schedule risk

Look at your schedule and risk assess it. Your software tool might have features to do this for you, or make some smart decisions about the kinds of risk your schedule presents and add them to your risk log. Estimate uncertainty and factor that in, especially if you are working with individual dates instead of ranges.

3. Level your resources

A schedule is an academic exercise until you add in some people to do the work. And naming people against the tasks isn’t the same as working out if they have the capacity to actually do the work.

The challenge with a lot of schedules in my experience is that they are not backed by a resource management tool, so it’s very easy to overload someone with activity across multiple projects. You don’t have visibility of what else they are working on, so you assign them to a task. When the time comes, they are fully occupied on a higher priority project, or they have to split their time.

Resource allocation and levelling is tricky without resource management tools and when using duration-based planning. It might take me three weeks to get a new policy clause drafted and approved, but the actual effort involved is someone to write the clause (30 minutes) and then lots of time getting it through the approval cycles which involves small amounts of time from lots of different people.

That scenario is hard to level and factor into a plan – especially when your subject matter experts can’t tell you which half a day they’ve got allocated to doing their work.

However, give it a go. Sense check what you’ve got in the plan, look at how many tasks each individual has got allocated to them. Talk to them about their workloads and what else they are working on around the same time as this task is scheduled. As a minimum, factor in annual leave and vacation time!

When you’ve got a rounded out schedule, you can baseline it and start working through the work. What else have I forgotten? Let me know what you do to keep your schedule a useful, working document, leave a comment below!


Posted on: March 04, 2024 08:00 AM | Permalink

Comments (3)

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Kwiyuh Michael Wepngong
Community Champion
Financial Management Specialist | US Peace Corps Yaounde, Centre, Cameroon
Thanks for this, that issue of critical path! wow

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Claudeen Pierre Senior Program Manager Dallas, TX, United States
This is great, I'd add two things here.
1. I'd recommend meeting directly with resource managers and resources (when needed) to confirm availability for the full duration of the project. When necessary, also getting a sense of available resources for back-up in case a resource is reassigned or out of office.
2. Prior to baselining, I'd align with stakeholders and resources to ensure that everyone in aligned.

While those two points seem like a given, I often find that great schedules can fall apart due to lack of communication and having the right people in the room at the right time.

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Elizabeth Harrin Director| RebelsGuideToPM.com London, England, United Kingdom
Great suggestions, @Claudeen.

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