Gerardus Blokdyk

Resource Smoothing A Complete Guide - 2020 Edition


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Smoothing Scorecard on the second next page of the Self-Assessment.

      Your completed Resource Smoothing Scorecard will give you a clear presentation of which Resource Smoothing areas need attention.

      Resource Smoothing

      Scorecard Example

      Example of how the finalized Scorecard can look like:

      Resource Smoothing

      Scorecard

      Your Scores:

      BEGINNING OF THE

      SELF-ASSESSMENT:

      Table of Contents

      About The Art of Service7

      Included Resources - how to access7

      Purpose of this Self-Assessment9

      How to use the Self-Assessment10

      Resource Smoothing

      Scorecard Example12

      Resource Smoothing

      Scorecard13

      BEGINNING OF THE

      SELF-ASSESSMENT:14

      CRITERION #1: RECOGNIZE15

      CRITERION #2: DEFINE:27

      CRITERION #3: MEASURE:43

      CRITERION #4: ANALYZE:58

      CRITERION #5: IMPROVE:74

      CRITERION #6: CONTROL:91

      CRITERION #7: SUSTAIN:104

      Resource Smoothing and Managing Projects, Criteria for Project Managers:128

      1.0 Initiating Process Group: Resource Smoothing129

      1.1 Project Charter: Resource Smoothing131

      1.2 Stakeholder Register: Resource Smoothing133

      1.3 Stakeholder Analysis Matrix: Resource Smoothing134

      2.0 Planning Process Group: Resource Smoothing136

      2.1 Project Management Plan: Resource Smoothing138

      2.2 Scope Management Plan: Resource Smoothing140

      2.3 Requirements Management Plan: Resource Smoothing142

      2.4 Requirements Documentation: Resource Smoothing144

      2.5 Requirements Traceability Matrix: Resource Smoothing146

      2.6 Project Scope Statement: Resource Smoothing148

      2.7 Assumption and Constraint Log: Resource Smoothing150

      2.8 Work Breakdown Structure: Resource Smoothing152

      2.9 WBS Dictionary: Resource Smoothing154

      2.10 Schedule Management Plan: Resource Smoothing157

      2.11 Activity List: Resource Smoothing159

      2.12 Activity Attributes: Resource Smoothing161

      2.13 Milestone List: Resource Smoothing163

      2.14 Network Diagram: Resource Smoothing165

      2.15 Activity Resource Requirements: Resource Smoothing167

      2.16 Resource Breakdown Structure: Resource Smoothing168

      2.17 Activity Duration Estimates: Resource Smoothing170

      2.18 Duration Estimating Worksheet: Resource Smoothing172

      2.19 Project Schedule: Resource Smoothing174

      2.20 Cost Management Plan: Resource Smoothing176

      2.21 Activity Cost Estimates: Resource Smoothing178

      2.22 Cost Estimating Worksheet: Resource Smoothing180

      2.23 Cost Baseline: Resource Smoothing182

      2.24 Quality Management Plan: Resource Smoothing184

      2.25 Quality Metrics: Resource Smoothing186

      2.26 Process Improvement Plan: Resource Smoothing188

      2.27 Responsibility Assignment Matrix: Resource Smoothing190

      2.28 Roles and Responsibilities: Resource Smoothing192

      2.29 Human Resource Management Plan: Resource Smoothing194

      2.30 Communications Management Plan: Resource Smoothing196

      2.31 Risk Management Plan: Resource Smoothing198

      2.32 Risk Register: Resource Smoothing200

      2.33 Probability and Impact Assessment: Resource Smoothing202

      2.34 Probability and Impact Matrix: Resource Smoothing204

      2.35 Risk Data Sheet: Resource Smoothing206

      2.36 Procurement Management Plan: Resource Smoothing208

      2.37 Source Selection Criteria: Resource Smoothing210

      2.38 Stakeholder Management Plan: Resource Smoothing212

      2.39 Change Management Plan: Resource Smoothing214

      3.0 Executing Process Group: Resource Smoothing216

      3.1 Team Member Status Report: Resource Smoothing218

      3.2 Change Request: Resource Smoothing220

      3.3 Change Log: Resource Smoothing222

      3.4 Decision Log: Resource Smoothing224

      3.5 Quality Audit: Resource Smoothing226

      3.6 Team Directory: Resource Smoothing229

      3.7 Team Operating Agreement: Resource Smoothing231

      3.8 Team Performance Assessment: Resource Smoothing233

      3.9 Team Member Performance Assessment: Resource Smoothing236

      3.10 Issue Log: Resource Smoothing238

      4.0 Monitoring and Controlling Process Group: Resource Smoothing240

      4.1 Project Performance Report: Resource Smoothing242

      4.2 Variance Analysis: Resource Smoothing244

      4.3 Earned Value Status: Resource Smoothing246

      4.4 Risk Audit: Resource Smoothing248

      4.5 Contractor Status Report: Resource Smoothing250

      4.6 Formal Acceptance: Resource Smoothing252

      5.0 Closing Process Group: Resource Smoothing254

      5.1 Procurement Audit: Resource Smoothing256

      5.2 Contract Close-Out: Resource Smoothing258

      5.3 Project or Phase Close-Out: Resource Smoothing260

      5.4 Lessons Learned: Resource Smoothing262

      Index264

      CRITERION #1: RECOGNIZE

      INTENT: Be aware of the need for change. Recognize that there is an unfavorable variation, problem or symptom.

      In my belief, the answer to this question is clearly defined:

      5 Strongly Agree

      4 Agree

      3 Neutral

      2 Disagree

      1 Strongly Disagree

      1. Does Resource smoothing create potential expectations in other areas that need to be recognized and considered?

      <--- Score

      2. Are controls defined to