Project Scheduling Workshop Agenda

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Project Scheduling Workshop Agenda


  • Discussion of workshop approach
  • Review of notebook contents

Introduction to Project Scheduling

  • What is a schedule?
  • Why is a schedule necessary?
  • What will it take to schedule?

Roles and Responsibilities

  • Roles responsible for Schedule development
  • Scheduler / Planner Skill set

Role of the Schedule

  • Role of the schedule in an integrated business system
  • Government regulations
  • Impact of system deficiencies

The Scheduling Process

  • Nine steps in developing a schedule.
  • Define the objective.
  • Document the environment.
  • Establish the key events to satisfy the objective.
  • Put key events in order of occurrence.
  • Determine the activities required to accomplish the key events.
  • Estimate the duration of each activity.
  • Establish the plan for performing the detailed activities.
  • Load and level resources.
  • Commitment and approval.

Project Scope Definition

  • Define the requirements.
  • Establish a disciplined approach.
  • Define core requirement.
  • Planning the program.
  • Integrated product development framework.
  • Integrated Master Plan (IMP)
  • Integrated Master Schedule (IMS)

Network Diagramming

  • Precedence Diagramming Method (PDM).
  • Activities, events
  • Durations and naming conventions

Relationships and Logic

  • Predecessors
  • Successors
  • Relationship types

Case Study #4: CPM Network Construction

Critical Path Method

  • Definitions and critical path determination.
  • Determining and using total and free float.

Case Study #5: Date, Float and Critical Path Calculations


  • Calculation Impacts Froward Pass
  • Calculation Impacts Backward Pass

Cast Study #8: Constructing a More Complex PDM Network

Use of Directed Dates

  • No earlier than
  • No later than
  • Imposed Dates
  • Soft Constraints
  • Hard constraints
  • Implications of negative or positive float

Case Study #9: Use of Directed Dates

Other Activity Type Considerations

  • Summary tasks
  • Hammocks
  • Fragnets
  • Level of Effort (LOE)
  • Apportioned Effort

Resource Loading and Leveling

  • Resource loading, profiling, and time/resource constraints.
  • Resource leveling and S-curves.

Case Study #20: Resource Loading and Leveling

Schedule Traceability

  • Definitions, requirements, and methods.

Case Study #11: Schedule Traceability

Case Study #18 Schedule Traceability Activity Codes

Schedule Audit

  • Metrics
  • Requirements
  • Evaluations
  • Practices
  • Sharing the results

Schedule Baseline

  • Definition and purpose of the schedule baseline
  • Baseline development, maintenance, and revision

Schedule Risk Assessment

  • Critical path method (CPM).
  • Risk analysis of the project.
  • Sources of project risk.
  • Process of risk analysis.
  • Limitations of the CPM approach to risk.
  • Probabilistic approach to schedule risk.
  • Monte Carlo approach.
  • Implementing risk assessment.

Schedule Status / Forecast and Estimate to Complete

  • Statusing techniques and results
  • Forecast techniques

Impact of Status/Forecast vs. Schedule Changes

  • Routine updates.
  • Schedule changes.
  • Duration changes.
  • Types of changes.
  • Typical causes of schedule change.

Case Study #12: Determining Status and Forecasting

Case Study #14: Analyzing Schedule Changes

Schedule Health

  • DCMA 14 Metrics

Case Study #19: Analyzing Schedule Changes

Reporting and Analysis

  • Schedule Indices.
  • Schedule Indexes.


  • Standard reports.
  • Exception reports.
  • Trends and analysis

Introduction to the Earned Value Concept

  • Overview of the Performance Measurement System approach.
  • Earned Value - An essential parameter.

Performance Measurement Calculations

  • Measure performance.
  • Compare performance to plan.
  • Identify significant variances.
  • Analyze significant variances.
  • Evaluate projected schedule and cost performance.

Combining CPM Schedule and Performance Measurement Data

  • Performance Measurement data concern.
  • CPM data review.
  • SPI data review.
  • Combining SPI, CPI, and TCPI data.
  • The problems with getting ahead.

Case Study #15: Control Account Analysis

What-If Analysis

  • Using CPM to investigate alternatives

Schedule Acceleration Techniques

  • Cost/time tradeoffs of project acceleration.

Case Study #13: Crashing the Network

Reporting and Analysis

  • Standard reports.
  • Exception reports.
  • Trends and analysis.

External Schedule Integration

  • Integrating Subcontractor schedules.
  • Integrating Production schedules.
  • Hand-off milestones.

Production Scheduling

  • Typical IMS Architecture
  • Examples of Production schedule types.

System Approach

  • Documentation requirements.
  • Supplemental Guidance.
  • Implementation.

Planning and Scheduling Excellence Guide (PASEG)

  • Schedule Baseline
  • Schedule Execution
  • Schedule Analyses
  • Documentation

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