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Competence Framework - 23 of 29

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COMPETENCE 23: SCHEDULE MANAGEMENT

The ability to undertake time-based planning with an emphasis on activities and resource.

Introduction

Schedule management is the process of developing and maintaining schedules that show when work for a specific change initiative is planned to be performed. It considers any dependencies and can be for internal and/or external resources and activities.

❶

KNOWLEDGE

Knowledge of key planning considerations.

 

APPLICATION

Define, in appropriate detail, activities and events to be completed during a change initiative.

Consider:

  • The chosen life cycle approach and planning tools/techniques to be used.
  • The scope, requirements and priority of a change initiative.
  • The pre-requisites and complexities of a change initiative.
  • The techniques to define critical activities, key resources, and the timeframe of a change initiative.
  • Ways to obtain specialist advice or knowledge to inform a schedule.
  • The need to establish a baseline.

 ❷

KNOWLEDGE

Knowledge of the relationships and dependencies of a change initiative.

 

APPLICATION

Determine relationships and dependencies between activities and events, and their implications to the organisation.

Consider:

  • The links between the activities to be completed during a change initiative.
  • Dependencies on other change initiatives and business-as-usual (BAU).
  • The need to involve stakeholders from a technical and BAU perspective, to inform of any potential impact in terms of time/resource on the schedule.
  • The need to share schedules with stakeholders, to advise of activities and any potential conflicts that will require resolution.

❸

KNOWLEDGE

Knowledge of planning and estimation techniques.

 

APPLICATION

Develop duration estimates and critical dates for each activity and event.

Consider:

  • The appropriate resources to provide estimates, and the most relevant technique.
  • The activities, either BAU or change-related, which might impose time constraints or critical dates on the schedule.
  • The planning tools and techniques that are available.

❹

KNOWLEDGE

Knowledge of the need for an approved, baselined schedule.

 

APPLICATION

Accurately document a schedule of phases, milestones and review points for a change initiative, sufficient to inform the direction of work and the monitoring of progress.

Consider:

  • The governance process to be adhered to.
  • The key activities and key milestones.
  • The different levels of milestones and their links to reporting.
  • The different techniques to present the schedule, taking into consideration the needs of stakeholders.
  • The ways that planning tools can be used to monitor progress and to inform
    future direction.

❺

KNOWLEDGE

Knowledge of ways to update a schedule.

 

APPLICATION

Refine a schedule of activities based on effective monitoring, implementing the change control process when required.

Consider:

  • The use of data to inform any actions and potential impact on related activities.
  • Ways to monitor the actual activities and adjust the schedule as appropriate.
  • The governance process to control change.
  • Ways to communicate the impact of a change to stakeholders.