Visual Planning Method - Set up

28th June 2019.

Here are some fast rules for Set up:  

1. You will need a planning board, post its of different colours, paper and a marker pen.

2. Sketch the Workbreakdown structure (WBS) using scope decomposition with your team.

3. Split a planning board into two areas. Area 1 is the Milestone/ level 1 view with late dates (weekly or monthly unit). Area 2 is the detailed 4 weekly look-ahead with high schedule density (daily unit)

4. Add the WBS to the vertical axis for both areas.

5. Define the teams working on the project and allocate a post-it sticker colour for visibility.

6. Input strategic milestones and constraints in Area 1 (with latest finish by dates) using the assigned colour sticker on the horizontal axis by week number or month.

7. Input detailed activities in Area 2 using the assigned colour sticker on the horizontal axis by date.. (This is your working schedule).

8. Show resource holidays and public holidays on the board for resource management.

 

You are now ready for the daily planning meeting!.......

 

Anthony Dailey

www.daileyconsultancyltd.co.uk