9.1 Project Resource Management : Plan Resource Management

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Table of Contents

introduction

Plan Human Resource Management is the process of identifying and documenting project:

  • roles,
  • responsibilities,
  • required skills,
  • reporting relationships,
  • and creating a staffing management plan.

The key benefit of this process is that it establishes project roles and responsibilities,

project organization charts, and the staffing management plan including the timetable for staff acquisition and release

by end of resource management area : we will create separate article to discuss the ROLES in management project 

RACI Matrix

Roles and Responsibilities

 To   reduce team  conflict  project managers can create a responsibility assignment matrix (RAM) that shows resources assigned for each work package. 

RACI Matrix

RACI is one of the most matrix  used to assign roles :

R=Responsible

 A=Accountable

 C=Consulted 

 I=Informed

For example

Activity

Khalid

Sami

Maher

Nancy

Collect  site requirements

A

R

I

I

Design site

I

I

A

R

Building SharePoint

I

C

A

R

Site security

 

R

 

A

Site testing

 

C

R

 

 

    
  • Responsible: Who will do the work? This may be one or more people.
  • Accountable: Who owns the work? There should only be one person assigned per activity. This individual should make sure that the required resources are assigned. Additionally, this person must sign off or approve when the activity is completed.
  • Consulted: These subject-matter experts are consulted as the activity is performed. 
  • Informed: Individuals or teams who should be informed and updated as the activity is performed.

Project Organization Chart

Project Organization Chart

  • A project organization chart (org chart) is a graphic display of the project team members.
  • The chart shows reporting relationships and relative ranks within the team.

Project Team Resource Management

Project Team Resource Management

  • The project team resource management is your approach to staffing the project.
  • How will you acquire the staff?
  • you have input into the staffing or will the staff be preassigned?
  • When will the human resources be available?
  • What is the availability of each person for the project’s duration?
  • when will you release each resource?

Training and Development

Training and Development

  • How do you plan to train and develop your project team?
  • What team building exercises will you use?
  • will you utilize external resources to train your team?
  • What about  virtual resources.

Rewards and Recognition

Rewards and Recognition

  • , rewards and recognition may be included.
  • Will the project manager recognize individuals as well as the team?
  • If so, on what basis?
  • when will the recognitions and rewards occur? 

Preassigned Human Resources

Preassigned Human Resources

  • In some projects, your team resources may be preassigned.
  • You did not choose your team.
  • And these individuals may lack the experience, skills, and knowledge needed for success.,
  • some team members may have some attitude problems. How to deal with it

plan resources process input - techniques -outputs

Inputs

  • project management plan
  • activity resources requirements
  • EEF
  • OPA

Techniques 

  • organizational chart and position description
  • networking
  • organizational theory
  • expert judgment
  • meeting

Outputs

  • HR management plan
  • Team charter
  • Project documents updates
For Better View > Open Image in different TAB

Plan Resource Management: Inputs

Plan Resource Management:  Inputs

Project Charter

  • The project charter, the output of process  Develop Project Charter, contains the high-level description of the end product or result of the project and the requirements that this will have to fulfill. 
  •  It also contains a list of key stakeholders and occasionally can be used to list any pre-approved resources for the project. 
  • project sponsor can specify, besides the project manager, specific project team members that the sponsor thinks would work well on the project.   
  • This gives the project manager a lot of leverage in obtaining those resources in process 4.3 Acquire Resources.

Project Management Plan

The elements of the project management plan that are potential inputs to this process include the following:

  • Quality management plan–helps define the level of resources that will be required to achieve and maintain the quality metrics for the project.
  • Scope baseline–identifies the deliverables that will require the resources to be managed in this knowledge area

Project Documents

  • Project schedule–this show the timeline on the project where resources will be needed
  • Requirements documentation–the requirements will drive the need for the type and amount of resources needed for the project
  • Risk register–threats and opportunities may impact resource planning
  • Stakeholder register–Identifies those stakeholders with a particular interest or impact on the resources needed for the project.

Enterprise Environmental Factors

  • Organizational culture and structure (functional, project-oriented, or a matrix organization somewhere in between)
  • Marketplace conditions and geographical distribution of facilities and resource
  • Existing resources competencies and availability

Organizational Process Assets

  • Human resource policies and procedures
  • Physical resource management policies, procedures, and templates
  • Safety and security policies
  • Historical information from previous, similar projects
 

plan resources process - techniques

Expert Judgment

You will want to consult with experts who have expertise in the following areas:

  • Determining the resources needed to meet project objectives
  • Estimating lead times required for acquisition of resources, based on lessons learned and market conditions
  • Negotiating for the best resources within the organization
  • Complying with applicable government and union regulations
  • Determining reporting requirements based on the organizational culture
  • Identifying risks associated with resource acquisition, retention, and release plans
  • Managing sellers and the logistics effort to ensure materials and supplies are available when needed
  • Talent management and personnel development

Data Representation

The goal is that each work package in the WBS is assigned an unambiguous owner and that all team  members have a clear understanding of their roles and responsibilities.  The data representation techniques are mainly charts that document these team member roles and responsibilities.

 Hierarchical charts

  • Work Breakdown Structure or WBS (shows the project deliverables and the WBS dictionary is where you designate the team member assigned to be the owner of that deliverable, i.e., the person who is responsible for getting the work done)

 Organizational breakdown structure  OBS

  • this shows the work packages and project activities assigned to each department within the organization

Resource breakdown structure or RBS

  • this is a hierarchical list of all team and physical resources used on the project.   This just lists the types of resources, but does not indicate which work packages or project activities they are being assigned to.

Assignment Matrix

  • A responsibility assignment matrix (RAM) shows the project resources assigned to each work package.   One useful form of this RAM is the RACI chart, where RACI stands for Responsible-Accountable-Consult-Inform.   You are responsible for the work package if you are one of the resources working on it.  You are accountable if you are the overall “owner” of the work package–there can only be one Accountable person for each work package, but there may be several people assigned to it who are Responsible for getting the work done.   Consult means that you are contacted before a decision relating to the work package in order to get your input.   Inform means you are contacted after a decision relating to the work package in order to let you know what is going on.

Text-oriented formats

  • most often used in position descriptions that indicate the resource’s responsibilities, authority level, competencies, and qualifications.

Organizational Theory

  • Organizational theory is useful for gaining insight into how people behave in teams and organizations.   It is useful for learning how to motivate your team members.   There is a lot of information here that is on the PMP exam but is NOT included in the PMBOK guide

Meetings

  • This is a generic tool and technique used in ALL planning processes, not just the one for this knowledge area.

Plan Resource Management: Outputs

Plan Resource Management:  Outputs

Resource Management Plan

  • Here I will list them based on the process of resource management that they support.

Process 9.2 Estimate Activity Resources

  • Identification of resources–methods for identifying and quantifying team and physical resources needed on the project

Process 9.3 Acquire Resources

  • Acquiring resources–guidance on how to acquire team and physical resources for the project.

Process 9.4 Develop Team

  • Roles and responsibilities–listing the roles, authority levels, responsibilities, and competencies of various members of the project team
  • Project organizational charts–this graphically displays the reporting relationships among project team members
  • Training–training strategies for team members
  • Team development–methods for developing the project team from a collection of individuals into a cohesive group working towards the same objectives

Process 9.5 Manage Team

  • Project team resource management–guidance on how project team members should be defined, staffed, managed, and eventually released
  • Recognition plan–which recognition and rewards will be given to team members, and when they will be given

Process 9.6 Control Resources

  • Methods for ensuring adequate physical resources are available as needed.  Includes management of inventory, equipment, and supplies throughout the project life cycle.

Team Charter

  • A charter is a document that establishes the team values, agreements, and operating guidelines for the team.   
  • The team charter is more like agreement between members of the team. 
  • For one, it is best when the team itself develops it, or has an opportunity to contribute to its development. 
  • The project team members share responsibility for ensuring the rules documented in the team charter, and by signing on to the charter, they agree to abide by those rules.
  • The team charter therefore establishes clear expectations regarding acceptable behavior by project team members, either in individual communications or in group settings like meetings, stand-ups, etc.

Project Documents Updates

  • Assumption log–this is updated with any assumptions regarding the availability of physical resources and any logistics requirements for getting them to the project at the right time.
  • Risk register–this is updated with risks associated with availability of team and physical resources.

resource management plan

The resource management plan is:

“the component of the project management plan that provides guidance on how project resources should be categorized, allocated, managed, and released. It may be divided between the team management plan and physical resource management plan

HR Management Plan Components :

  • roles  , responsibilities  , authorities , competences
  • project organization chart OBS RBS , A project organizational chart shows resources and their responsibilities.
  • staffing management plan : include
  • staff acquisition question , where the team will come from ?
  • resources calendar : when are resources will available , and they will be used
  • staff release plan : when resources will be released and no longer will charge for project
  • training needs : what training do resources need ?
  • recognition and reward system : what criteria to use it ?
  • compliance strategy : how will the project comply with any rule related to HR
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