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PM and PP Tool

This project planning and monitoring tool assists in organizing a project from the planning stages through monitoring progress, with sections for entering basic data, planning out tasks and dependencies, tracking actual progress against the plan, logging any issues, and generating customized progress reports. Instructions are provided for navigating between the different sections of the tool by clicking buttons or worksheet tabs to plan a project, enter data, track progress, and report on status.

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Sudip1101

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0% found this document useful (0 votes)

147 views15 pages

PM and PP Tool

Uploaded by

Sudip1101

We take content rights seriously. If you suspect this is your content, claim it here.

Available Formats

Download as XLSX, PDF, TXT or read online on Scribd

You are on page 1/ 15

Project Planning and Monitoring Tool

Purpose:
This tool assists in organizing and monitoring project work. By using the task planning section, project milestones and tasks can accurately be planned out. Once the project begins,
real-time progress is tracked and the project is monitored against the set baselines.

Instructions:
This tool can be used for managing a project, starting with the planning stages right through to monitoring project progress. Refer to the boxes below to view each sections'
instructions, and understand how each step is useful for managing projects.

Getting Started:
In chronological order, use the boxes below to navigate through the tool as the project progresses. Click the blue buttons to go directly to the section of choice, or use the worksheet
tabs along the bottom of the spreadsheet screen. Some of the column headings in the sections include comments that offer additional instructions. Hover the mouse over the column
headings to view these instructions.

DATA ENTRY PROJECT TASK PLANNING

This section requires some basic data entry to get the project started. Use this important section to plan out the project. Tasks should be
Information regarding project start and end dates, project team members entered, along with deadlines and task owners. Once hashed out and
and stakeholders, and non-work days is required. completed, copy and paste this plan into Tab 3 to begin monitoring
project progress.

Go to Data Entry Go to Project Task Planning

PROJECT MONITORING CHART ISSUE LOG

Copy and paste the project plan from Tab 2 into the first four columns of If issues arise, use this area to log and ensure that problems are resolved.
this Gantt chart. By entering the actual start and end dates for tasks, this
chart allows you to view which tasks are on schedule, behind schedule or
ahead of schedule.

Go to Project Monitoring Go to the Issue Log

CUSTOMIZED PROGRESS REPORT

Use this section to generate a custom progress report. Specify the time
period that you would like to view and tasks during this time, ordered by
task owner, will appear. This report is ideal for weekly meeting updates,
or stakeholder progress reporting.

Go to Task Report
Basic Data Entry Return to the Introduction

Fill in all of the white cells with the necessary information. To view additional instructions, hover your mouse over the table column headings.

Project Name Hardcastle Restaurants

Estimated Project Start Date August 7, 2017

Estimated Project End Date September 30, 2017

Project Manager Name Kedar Ramanan

1. Project Leads 2. Holidays / Time Off Project

Name Date Holiday

Somesh Bhavsar 15-Aug-17 Independence Day
Vishal Singh 25-Aug-17 Ganesh Chaturthi

3. Team Members
Sudip Dutta
Mohd. Anwar Ali
Ismail
Planning Return to the Introduction

Use this section to work out the project plan. Feel free to add and delete rows as necessary, or move tasks around until the optimal project plan has been drafted. Once satisfied with the project plan, copy this information and paste it into the corresponding table in Tab 3. No changes can be made to the project plan within
Tab 3, so ensure that if any changes are needed, the adjustments are made in this tab before re-copying and re-pasting the data into Tab 3.

An example has been included below.

Project Task Information

Task Owner
Estimated Completion
Pillar Activity Project Task Dependency Estimated Start Date Estimated Days (MUST USE DROP DOWN
Date
MENU)

As-Is process understanding Of core IT system the data files formates ,

Dependency 7-Aug-17 8-Aug-17 2 Somesh Bhavsar
Discipline & Proactive Resolve Current State Assessment login to the system and pine labs etc
Reconciliation Current State Assessment Store Visit Sample Data Files for Sales , Revenue & Draw change 9-Aug-17 9-Aug-17 1 Somesh Bhavsar
Infrastructure Current State Assessment Finance Team to understand detail reco process MCD core Team 10-Aug-17 16-Aug-17 4 Somesh Bhavsar
New Channel process Spoc understand the process and the option want
Reco Files actuals from pine labs, Aggreagator and Bank 17-Aug-17 18-Aug-17 2 Somesh Bhavsar
Discipline & Proactive Resolve Current State Assessment to be given in market
Discipline & Proactive Resolve Current State Assessment Finance Team to understand detail reco process Documentation of past EDS machine and Internal teams in CG 21-Aug-17 22-Aug-17 2 Somesh Bhavsar
Discipline & Proactive Resolve Current State Assessment CG team Documentation of AS is process & Gap analysis MCD core Team 23-Aug-17 25-Aug-17 2 Somesh Bhavsar
Discipline & Proactive Resolve Current State Assessment Review of proposed solutions & GAP Best Practise Internal as well as Vishal Team 28-Aug-17 29-Aug-17 2 Somesh Bhavsar
Discipline & Proactive Resolve Current State Assessment Revise the To be solutions based on business inputs Best Practise Internal as well as Vishal Team 30-Aug-17 30-Aug-17 1 Somesh Bhavsar
Reconciliation Gap Analysis & To be Hypothesis Review of the to be with business Best Practise Internal as well as Vishal Team 1-Sep-17 1-Sep-17 1 Somesh Bhavsar
Reconciliation Gap Analysis & To be Hypothesis TO BE process documentation for Reco 4-Sep-17 6-Sep-17 3 Somesh Bhavsar
Discipline & Proactive Resolve Gap Analysis & To be Hypothesis TO BE process documentation for IT Landscape 7-Sep-17 8-Sep-17 2 Somesh Bhavsar
New Channel Feasibility Study TO BE process documentation for New Channel 8-Sep-17 15-Sep-17 6 Somesh Bhavsar
New Channel Feasibility Study Review of Reco 7-Sep-17 7-Sep-17 1 Somesh Bhavsar
Discipline & Proactive Resolve To Be Solution Review of IT 9-Sep-17 9-Sep-17 0 Somesh Bhavsar
Discipline & Proactive Resolve To Be Solution Review of New Channel 18-Sep-17 18-Sep-17 1 Somesh Bhavsar
New Channel To Be Solution Revise documents 19-Sep-17 20-Sep-17 2 Somesh Bhavsar
Infrastructure To Be Solution Review 21-Sep-17 21-Sep-17 1 Somesh Bhavsar
Infrastructure Final Deck Final Deck 22-Sep-17 25-Sep-17 2 Somesh Bhavsar
Discipline & Proactive Resolve To be Solution - Review and Validation 26-Sep-17 26-Sep-17 1 Somesh Bhavsar
As-Is process understanding with Store Operation, IT Team and
7-Aug-17 7-Aug-17 1 Vishal Singh
Discipline & Proactive Resolve Current State Assessment Helpdesk. Top issues faced by the team
Meeting with Internal Infrastrusture (Further understand the working of
8-Aug-17 8-Aug-17 1 Vishal Singh
Reconciliation Current State Assessment CMS, SLA, Knowledge management)
Store Visit (At least 2 stores to be visited). One with most issue and one
9-Aug-17 10-Aug-17 2 Vishal Singh
Infrastructure Current State Assessment with volume and less issues
Meeting with External teams - CMS or other 3rd party involved in
11-Aug-17 11-Aug-17 1 Vishal Singh
Discipline & Proactive Resolve Current State Assessment training or resolving store issues

Documentation of As-Is Documentation. Planning for detailed discussion 14-Aug-17 14-Aug-17 1 Vishal Singh
Discipline & Proactive Resolve Current State Assessment
Discipline & Proactive Resolve Current State Assessment Detailed discussion on Store operations and training 16-Aug-17 16-Aug-17 1 Vishal Singh
Discipline & Proactive Resolve Current State Assessment Detailed discussion on Store infrastructure 17-Aug-17 17-Aug-17 1 Vishal Singh
Discipline & Proactive Resolve Current State Assessment Review and Validation of As-Is Process 18-Aug-17 18-Aug-17 1 Vishal Singh
Reconciliation Gap Analysis & To be Hypothesis Data Analysis - Based on Data provided, Existing KPI's 21-Aug-17 29-Aug-17 6 Vishal Singh
Reconciliation Gap Analysis & To be Hypothesis Identify Key Issues, Perform RCA 21-Aug-17 29-Aug-17 6 Vishal Singh
Discipline & Proactive Resolve Gap Analysis & To be Hypothesis Identify training needs & Proactive measures 21-Aug-17 29-Aug-17 6 Vishal Singh
New Channel Feasibility Study Define the execution process for Training and Proactive issue resolve 21-Aug-17 29-Aug-17 6 Vishal Singh
Identify technology improvement - Application, Integration, Infra for store
21-Aug-17 29-Aug-17 6 Vishal Singh
New Channel Feasibility Study issues
Discipline & Proactive Resolve To Be Solution To be Process State 30-Aug-17 8-Sep-17 8 Vishal Singh
Discipline & Proactive Resolve To Be Solution Define KM Process 30-Aug-17 8-Sep-17 8 Vishal Singh
Reconciliation To Be Solution SLA / KPI and Benchmark Process 30-Aug-17 8-Sep-17 8 Vishal Singh
Discipline & Proactive Resolve To Be Solution Governance Model 30-Aug-17 8-Sep-17 8 Vishal Singh
Key Recommendations- People, Process and Technology including
30-Aug-17 8-Sep-17 8 Vishal Singh
New Channel To Be Solution SLA /KPI parameters
Infrastructure To Be Solution Define To- Be Tech landscape 30-Aug-17 8-Sep-17 8 Vishal Singh
Discipline & Proactive Resolve To be Solution - Review and Validation 30-Aug-17 8-Sep-17 8 Vishal Singh
Work Schedule Monitoring Return to the Introduction

GANTT CHART LEGEND

Holiday / Vacation / No Work
IMPORTANT NOTICE: Planned Project Work Day
It is very important that tasks are entered with unique names. If task names are repeated, the data will not carry over correctly. Make sure to name each task differently.
Task Completed
Rows cannot be inserted or deleted from the table below. If changes are made to the project plan, make these changes in Tab 2. Planning, and copy and paste the changes into this sheet. Be COMPLETION STATUS LEGEND
aware that the actual start and end dates will not update when changes are copy and pasted into this sheet, so make adjustments to these last two columns as necessary.
Task Completed Ahead of Schedule
Task Completed Behind Schedule

Project Task Information Week 1 Week 2 Week 3 Week 4 Week 5 Week 6 Week 7 Week 8 Week 9 Week 10 Week 11 Week 12 Week 13 Week 14 Week 15 Week 16 Week 17 Week 18 Week 19 Week 20 Week 21 Week 22 Week 23 Week 24 Week 25 Week 26

Estimated Actual 7-Aug 14-Aug 21-Aug 28-Aug 4-Sep 11-Sep 18-Sep 25-Sep 2-Oct 9-Oct 16-Oct 23-Oct 30-Oct 6-Nov 13-Nov 20-Nov 27-Nov 4-Dec 11-Dec 18-Dec 25-Dec 1-Jan 8-Jan 15-Jan 22-Jan 29-Jan
Estimated Estimated Actual Start
Pillar Project Task Completion Team Members Completion Actual Days Hardcastle Resources 7 8 9 10 11 14 15 16 17 18 21 22 23 24 25 28 29 30 31 1 4 5 6 7 8 11 12 13 14 15 18 19 20 21 22 25 26 27 28 29 2 3 4 5 6 9 10 11 12 13 16 17 18 19 20 23 24 25 26 27 30 31 1 2 3 6 7 8 9 10 13 14 15 16 17 20 21 22 23 24 27 28 29 30 1 4 5 6 7 8 11 12 13 14 15 18 19 20 21 22 25 26 27 28 29 1 2 3 4 5 8 9 10 11 12 15 16 17 18 19 22 23 24 25 26 29 30 31 1 2
Start Date Days Date
Date Date M T W T F M T W T F M T W T F M T W T F M T W T F M T W T F M T W T F M T W T F M T W T F M T W T F M T W T F M T W T F M T W T F M T W T F M T W T F M T W T F M T W T F M T W T F M T W T F M T W T F M T W T F M T W T F M T W T F M T W T F M T W T F M T W T F

H H

As-Is process understanding Of core IT system the data files

7-Aug-17 8-Aug-17 2 IT team 0 IT team x x H H
Discipline & Proactive Resolve formates , login to the system and pine labs etc
Reconciliation Store Visit 9-Aug-17 9-Aug-17 1 Store , IT 0 Store , IT x H H

Infrastructure Finance Team to understand detail reco process 10-Aug-17 16-Aug-17 4 Finance , Reco , 0 Finance , Reco , x x x H x H

New Channel process Spoc understand the process and the

17-Aug-17 18-Aug-17 2 New Channel 0 New Channel H x x H
Discipline & Proactive Resolve option want to be given in market
Discipline & Proactive Resolve Finance Team to understand detail reco process 21-Aug-17 22-Aug-17 2 Finance , Reco , 0 Finance , Reco , H x x H

Discipline & Proactive Resolve CG team Documentation of AS is process & Gap analysis 23-Aug-17 25-Aug-17 2 CG team 0 CG team H x x H

Discipline & Proactive Resolve Review of proposed solutions & GAP 28-Aug-17 29-Aug-17 2 MCD core Team 0 MCD core Team H H x x

Discipline & Proactive Resolve Revise the To be solutions based on business inputs 30-Aug-17 30-Aug-17 1 CG team 0 CG team H H x

Reconciliation Review of the to be with business 1-Sep-17 1-Sep-17 1 MCD core Team 0 MCD core Team H H x

Reconciliation TO BE process documentation for Reco 4-Sep-17 6-Sep-17 3 Sudip,Somesh 0 Sudip,Somesh H H x x x

Discipline & Proactive Resolve TO BE process documentation for IT Landscape 7-Sep-17 8-Sep-17 2 Anwar , Somesh 0 Anwar , Somesh H H x x

New Channel TO BE process documentation for New Channel 8-Sep-17 15-Sep-17 6 Sudip,Somesh 0 Sudip,Somesh H H x x x x x x

New Channel Review of Reco 7-Sep-17 7-Sep-17 1 MCD core Team 0 MCD core Team H H x

Discipline & Proactive Resolve Review of IT 9-Sep-17 9-Sep-17 0 MCD core Team 0 MCD core Team H H

Discipline & Proactive Resolve Review of New Channel 18-Sep-17 18-Sep-17 1 MCD core Team 0 MCD core Team H H x

New Channel Revise documents 19-Sep-17 20-Sep-17 2 CG 0 CG H H x x

Infrastructure Review 21-Sep-17 21-Sep-17 1 MCD core Team 0 MCD core Team H H x

Infrastructure Final Deck 22-Sep-17 25-Sep-17 2 CG 0 CG H H x x

CG with Core team of

To be Solution - Review and Validation 26-Sep-17 26-Sep-17 1 CG with Core team of Hardcastle 0 H H x
Discipline & Proactive Resolve Hardcastle
Enterprise Core
Solutions, Customer
As-Is process understanding with Store Operation, IT Team
7-Aug-17 7-Aug-17 1 0 Facing Technology, x H H
and Helpdesk. Top issues faced by the team

Discipline & Proactive Resolve

Meeting with Internal Infrastrusture (Further understand the
8-Aug-17 8-Aug-17 1 0 Infrastructure x H H
Reconciliation working of CMS, SLA, Knowledge management)
Store Visit (At least 2 stores to be visited). One with most
9-Aug-17 10-Aug-17 2 0 Store visit x x H H
Infrastructure issue and one with volume and less issues
Meeting with External teams - CMS or other 3rd party
11-Aug-17 11-Aug-17 1 0 CMS x H H
Discipline & Proactive Resolve involved in training or resolving store issues
Documentation of As-Is Documentation. Planning for
14-Aug-17 14-Aug-17 1 0 CG Team x H H
Discipline & Proactive Resolve detailed discussion
Enterprise Core
Solutions, Customer
Detailed discussion on Store operations and training 16-Aug-17 16-Aug-17 1 0 Facing Technology, H x H

Discipline & Proactive Resolve

Discipline & Proactive Resolve Detailed discussion on Store infrastructure 17-Aug-17 17-Aug-17 1 0 Infrastructure H x H

Enterprise Core
Solutions, Customer
Facing Technology,
Review and Validation of As-Is Process 18-Aug-17 18-Aug-17 1 0 H x H
Infrastructure

Discipline & Proactive Resolve

Reconciliation Data Analysis - Based on Data provided, Existing KPI's 21-Aug-17 29-Aug-17 6 0 CG H x x x x H x x

Reconciliation Identify Key Issues, Perform RCA 21-Aug-17 29-Aug-17 6 0 IT team H x x x x H x x

Discipline & Proactive Resolve Identify training needs & Proactive measures 21-Aug-17 29-Aug-17 6 0 HR H x x x x H x x

Define the execution process for Training and Proactive

21-Aug-17 29-Aug-17 6 0 IT team H x x x x H x x
New Channel issue resolve
Identify technology improvement - Application, Integration,
21-Aug-17 29-Aug-17 6 0 IT team H x x x x H x x
New Channel Infra for store issues
Discipline & Proactive Resolve To be Process State 30-Aug-17 8-Sep-17 8 0 CG H H x x x x x x x x

Discipline & Proactive Resolve Define KM Process 30-Aug-17 8-Sep-17 8 0 CG H H x x x x x x x x

Reconciliation SLA / KPI and Benchmark Process 30-Aug-17 8-Sep-17 8 0 CG H H x x x x x x x x

Discipline & Proactive Resolve Governance Model 30-Aug-17 8-Sep-17 8 0 CG H H x x x x x x x x

Key Recommendations- People, Process and Technology

30-Aug-17 8-Sep-17 8 0 CG H H x x x x x x x x
New Channel including SLA /KPI parameters
Infrastructure Define To- Be Tech landscape 30-Aug-17 8-Sep-17 8 0 CG H H x x x x x x x x

CG with Core team of

To be Solution - Review and Validation 30-Aug-17 8-Sep-17 8 0 H H x x x x x x x x
Discipline & Proactive Resolve Hardcastle
00 30-Dec-99 30-Dec-99 0 0 H H

00 30-Dec-99 30-Dec-99 0 0 H H

00 30-Dec-99 30-Dec-99 0 H H

H H

H H
ISSUE MANAGEMENT LOG Return to the Introduction

Project Name: Hardcastle Restaurants

Project Manager Name: Kedar Ramanan

Project Description:

Current Issue Impact

ID (AUTO FILL) Priority
Status Description Summary
1. Open Critical EXAMPLE: Issues raised by board members about EXAMPLE: Potential project stoppage
the financial viability of the project are preventing the
project from moving forward as planned.
2. Work In Progress High EXAMPLE: The project is short on a specific skill set. EXAMPLE: Possibility of project work not completed
on time
3. Closed Medium EXAMPLE: Negotiations with functional managers in EXAMPLE: Possability of project work not completed
an organization competing for scarce human on time
resources are forecasted to delay project completion.

UP Template Version: 11/30/06 Page 5 of 15

ISSUE MANAGEMENT LOG Return to the Introduction

Project Name: Hardcastle Restaurants

Project Manager Name: Kedar Ramanan

Project Description:

Current Issue Impact

ID (AUTO FILL) Priority
Status Description Summary

UP Template Version: 11/30/06 Page 6 of 15

Action Issue Date Final Resolution
Steps Type Identified & Rationale
EXAMPLE: Meet with board members to clarify the Informational 01/01/06 EXAMPLE: The project team met with board members to clarify the
project finances project finances, allowing the project to move forward as planned.

EXAMPLE: Add staff to fill the skills gap. Procedural 01/01/06 EXAMPLE: Staff was added to the project to fill the skills gap.

EXAMPLE: Additional negotiation System 01/01/06 EXAMPLE: Negotiations ended satisfactorily before they caused
project delays.

UP Template Version: 11/30/06 Page 7 of 15

Action Issue Date Final Resolution
Steps Type Identified & Rationale

UP Template Version: 11/30/06 Page 8 of 15

Customized Progress Report Return to the Introduction

To create a customized progress report, insert the desired timeframe for analysis in the start and end date boxes below. For a progress report of the entire project, insert the project's start and end dates. Consider
running reports based on tasks for today, this week, or next week.

IMPORTANT NOTICE:
Task owner names must be selected from the drop down menus in Tabs 2 and 3 in order for this reporting page to work correctly. If errors occur on this page, return to the project planning stage and ensure that
task owner names were selected from the menus, rather than typed in manually.

Enter Date to Start Progress Report Monday, August 07, 2017 Enter Date to End Progress Report Saturday, September 30, 2017

Analysis of On-Schedule Tasks to Date Analysis of Task Completion to Date Analysis of Project Time Management

Behind Schedule Tasks

Tasks - Started Completed Project
Days Left
38%
Behind Schedule
Tasks In 663% -563%
Tasks - Not Yet
Progress
Started
62% Project
Days
Passed
Regularly Tasks Not Yet
Scheduled Tasks Started
100%