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Information-Based Planning
A reliable, effective process for planning projects. |
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about
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"Begin With the End in Mind" |
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For a link to this article alone, which you can e-mail,
click here.
To see the main site from this article alone,
click here.
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Each time that we undertake a new
project, we do so, because we want to create
additional benefits, either for customers or
for ourselves. Each of the benefits
that we seek to create is a valuable source
of the information that we need, to build a
useful plan for the project. If you
need to create a plan for a new project,
then you should know the following.
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Information is one of the invariants of
physics. We cannot create
information, nor can we destroy it. But,
we can detect, discover, trace, follow,
and generally exploit information to
build plans, once we achieve just two
minor changes in our paradigms for
thinking and planning. What
changes might these be? Here they
are:
- If a plan is to be effective,
during a project, the plan must show
everything that the contributors must exchange with
each other, so that they might
perform their work properly and
complete the project successfully.
- Only the contributors can know all that they need from
others, to do their work properly.
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To highlight how these two ideas can
shape a highly effective process for
creating plans, let's use an example
that involves you directly, and let's
begin with a purposely tiny project.
The project is designed to create a
single, beneficial experience for you:
The soles and heels of your cherished
shoes are replaced, so that you might enjoy
your comfortable
shoes once more. The missing
component, for this experience, is
the cherished shoes, properly repaired.
Normally, this project would involve
only two resources, you and the local
shoemaker. However, let's pretend
that your employer's demands on your
time prevent you from taking the shoes
to the shoemaker, during the shoemaker's
hours of business. Let's pretend,
further, that your husband can make the
trip to the shoemaker on your behalf.
Given this strategy, exploiting your
husband's flexible hours of work, let's
use information to build a plan for your
project.
We can build a plan for any project
readily, if we begin with the information
that adequately describes the beneficial
experience that we intend to create, and
if we
subsequently discover
the answers to five simple questions,
repeatedly:
- "What is this
output?"
- "Who supplies the desired output?"
- "What do you (the supplier) do, to provide
the desired output?"
- "What tangible inputs do you (the
supplier) need from others, for this
purpose?"
- "Is the following statement true?"
If I am given... (the specified set
of tangible inputs,) then I can
perform... (whatever process
generates the desired output,) and I
can provide... (the desired output.)
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Here's How It's Done |
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To illustrate the information-based process
for creating plans, we use the five
questions systematically, beginning with the
information that describes the more distant
of the two
boundary-conditions for our problem, i.e. we
begin with the end-state, the objective of
the project.
As you read through the example, at first
information-based planning will
appear hugely and unnecessarily laborious.
The
information-based process for planning is
thorough by design, because we need a
thorough process, when we build the plan for
a new project, about which we know very
little at the time that we're tasked with
building its plan. The perception, that
information-based planning is hugely
laborious, is caused by all the knowledge
that you already possess about the simple
project used in the example.
Therefore, please persist, rather than allowing
yourself to be fooled by the simplicity of
the example.
We begin with the first question: |
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Q 1:
"What is this output?"
A 1: the cherished shoes, properly
repaired
The purpose of the first question is
clarity. If I ask an individual to
provide something that I need, then the
burden is upon me to communicate to that
individual precisely what I need; if I do not
communicate my needs clearly, I have only
myself to blame, when I get something that I
can't use.
Q 2: "Who provides the desired output?"
A 2: Hubby
This is when the assignment of the
resource takes place. Since we begin
with information that describes the
end-state, we actually plan in reverse.
Consequently, Hubby is the resource who
performs the very last ask of this project.
Q 3: "What do you do (Hubby,) to provide the
desired output?"
A 3: bring the cherished shoes,
properly repaired, home from the
shoemaker
The answer to the third question becomes
the task-name, with which we might identify
this task in an application like MS-Project.
Q 4: "What tangible inputs do you (Hubby) need
from others, for this purpose?" A 4:
two inputs - knowledge of the date, when the
properly repaired, cherished shoes
will be available
and the properly repaired, cherished shoes
With respect to information that
identifies indispensable interactions
(exchanges) among contributors, this is the
meat-and-potatoes question, for two reasons:
First, only the contributor doing the work
is capable of identifying the complete set
of required inputs. Second, the nature
of each specified input implicitly
identifies that contributor who supplies the
input. Consequently, the answer to the
fourth question is central to discovering
the logistical network that serves as the
backbone of the project. A complete
answer is central to discovering the
complete network. This brings us to
the fifth question.
Q 5: "Is this statement true?"
If I am given knowledge of the date,
when the properly repaired,
cherished shoes will be available,
and if I am given the properly
repaired, cherished shoes, then I
can bring the properly repaired,
cherished shoes home from the
shoemaker, and I can provide the
properly repaired cherished shoes.
A 5: yes, it's true
The fifth question is part of a rigorous
test for logical sufficiency. Most
often, the involved contributor will respond
to this question with, "Yes, it's true."
However, occasionally this test for logical
sufficiency will remind the contributor of a
required input, which the contributor will
have omitted during the response to question
four. The additional information
discovered with the test often will become
invaluable, when this happens, because it
will identify not only the omitted input but
also additional contributors, who will be
required to work multiple weeks or even
months, to create the otherwise omitted
input. In other words, question five
and the corresponding sufficiency-test are
valuable tools that enable us to prospect
for additional information. Most of
the time they yield nothing, but
occasionally they yield pure gold. |
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Depth-First Search |
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With the first application of the
five-question process, we reveal most of the
information related to the very last task of
the project, the task that delivers the
final output. To continue building the
plan, we need only recognize that each of
the inputs required for a task is, in fact,
the output of a predecessor.
Therefore, we need only use the
five-question process recursively.
Experience shows that performing a
depth-first search for information (drilling
down) causes much less confusion than a
breadth-first search (filling across.)
Therefore, whenever we encounter multiple
inputs for the same task, we simply choose
one, and we continue to search for
information, with our simple but highly
effective questions.
How far do we go? We continue to
search for information, until we encounter a
contributor who responds to question-four
this way: "I don't need anything from
others. Just tell me when to start."
When we here this, in response to
question-four, we will have reached an
entry-task, i.e. we will have reached the
beginning of a path. We will have
finished building the logistical network,
when we have a network that is bounded
entirely by descriptions of entry-tasks and
of deliverables.
The figure, below, shows the finished
network for our simple example. The
project's deliverable, or final output, is
indicated by the beveled text-box at the top
of the figure. The yellow text-boxes
indicate the tasks of the project. The
ones with thick, blue borders are the
entry-tasks. The white text-boxes
indicate the inputs and outputs that the
contributors must exchange with each others.
If we think of a project as a network of
relay-races, then the inputs and outputs are
the information-batons that trigger the
corresponding legs of the relay-races. |
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<back>
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Figure 1: This is the logistical
network for the Cherished-Shoes project.
The resource-assignments are shown above and
to the left of the tasks (yellow
text-boxes.) Click the "S-Test" button
associated with each task, to hear the
corresponding sufficiency-test.
<back> |
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At first glance, the logic-network for this
tiny plan seems excessively detailed, but it
is not. Look carefully at the tasks
(yellow text-boxes), and consider the
likelihood of success if just one of the
inputs (white text-boxes) were omitted.
For example, had the note with the upper
limit of acceptable prices not been
identified, the task of creating and
providing such a note might not happen.
Indeed, the important communication between
the recipient (Hubby) and the provider (Wifey)
might not occur until Hubby and the
shoemaker were in the midst of negotiations.
Put yourself in Hubby's place, without
knowledge of the highest price that Wifey
considers acceptable for the repairs.
To say that Hubby would be in a state of
uncertainty would be an understatement. |
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OK! OK! It's really not a big
deal, for this trivial example.
However, what if the situation were one
where a manager needed to negotiate with a
supplier not for an item that might cost $30
but for one that might cost $30 million?
Information-based planning is a powerful
process, because it causes more of the vital
conversations among team-members to take
place not when a project is underway, and
it's already too late, but when the project
is being planned. |
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Does this mean that information-based
planning requires more effort from
project-managers? Indeed, the process
does require more effort from
project-managers, but the process also
yields considerably better plans.
These come simultaneously with fewer
omissions and absolutely zero unnecessary
activities. Therefore, that additional
effort, beyond the effort with which many
project-managers currently create mediocre plans, is spent exceedingly
well.
Experienced
project-managers know this: When a project is underway, we
want to be able to take advantage of every
practical shortcut. But, to take
advantage of every practical shortcut during
the project's execution, we absolutely must
not take shortcuts while doing the hard work
of thinking and planning. In other
words, the hard work needed to create
good plans
comes with the job. |
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information, go
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here |
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--- END ---
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