What is Project Playbook®?

The easiest way to think about a successful initiative is keeping it simple. Project Playbook® breaks down the an initiative into components that produce a Thumbnail Sketch and simplifies the approach into the following:

  • The fundamental understanding that 90% of all deliverables can be estimated in one or two steps.
  • Quantify and remove the simple elements first and concentrating on the most complex elements of Time, Resources, Money, and Risk.
  • Improve transparency in complex projects by removing the majority of unneeded activities and concentrate on areas that present the greatest threat to success.
  • Establish concise, manageable segments and ensuring mitigations are in place where needed.

The goal of Project Playbook® is to help organizations target and improve critical areas including:

  • Operationaldefine and focus on “who, what, and when” things need to be done.
  • Tactical“how” will things get done and who will be accountable or responsible across all areas.
  • Strategicclearly communicating “why” and “where” on any initiative whether discrete or ongoing.

Project Playbook® creates a clear plan of what needs done and by whom at the following levels:

  • Strategic (Executive) – Presents a consolidated dashboard to C-Level leaders. Communicates overall status and draws attention to areas of risk.
  • Tactical (Directors / Managers) – Provides detailed information to assist in daily decision making and operational effectiveness. Sharpens focus on immediate deadlines and milestones. Provides information to manage project personnel and financial resources more effectively.
  • Operational (Staff) – Defines individual/group tasks. Establishes deadlines for activities. Monitors progress/status reporting.

What Makes Project Playbook® Work?

Project Playbook® provides transparency by adhering to the principles of compartmentalizing work and improving communication. It is:

  • Adaptive – Works with existing project methods and structures to enhance project performance.
  • Proactive – Allows an organization to make proactive changes to any project by shedding early light on risks to schedule, quality, personnel and more.
  • Repeatable – Designed to perform continually against multiple project and organizational needs.

Components of Project Playbook®

  • Offensive Plays: Keeps functioning projects on-track and helps align and communicate compatible ‘plays’ for continued project success.
  • Defensive Plays: Outlines projects that need a little defense, projects showing signs of trouble, and aligns ‘plays’ to get to the goal.
    • The GOAL is to find the SPOOF (Single Points Of Operational Failure) and eliminate them.
    • Coaching Aides – helps the project sponsors understand where the project is at any given time.
  • Special Teams Formation includes examples of the following:
    • Communication Team – defined to ensure the project/program teams as well as the organization and customers understand clearly the goals, objective, issues, and risks.
    • Project Strike Team – this group provides direct organizational project to those projects/programs requiring help to resolve outstanding issues. The Project Strike Teams ensure the project keeps on track.
    • Coaching/Mentoring Task Force – Augments the project team in support and training of the initiative.
    • Executive Formation Team – helps align senior management with outlining, communicating, and structure the Project Team with continued success.
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