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Quick Summary
This is the second of a series of six templates for project plan development.
What this is
This is the second of a series of six templates for project plan development. This template contains a table that is used to track the assignment of project tasks to individual owners along with the deliverable description and effort required.
Why it's useful
Resource assignment and balancing among conflicting demands is a project management core responsibility. As tasks are defined and this next step of assigning ownership and staffing occurs, it is important to record the process so that all impacted parties are made aware in writing. Formalizing the resource assignment and making these commitments visible in a brief form helps to ensure the following:
How to use it
Record the assignments in the table below. The table should be marked "draft" until all commitments have been formally made. Notice that the tables can be broken up into sizes that correspond to appropriate grouping of tasks as defined by the Work Breakdown Structure. Through appropriate database tracking and compilation a master task assignment lists can be built and maintained. This list can also act as input for a project-scheduling tool if that translation function is anticipated in the design of the Task Assignment Tables. Record resource assignment for each task identified in the Work Breakdown Structure by selecting the appropriate skilled resource to match the work. This person should be directly involved with estimating the duration of the tasks. If you make an initial duration estimate without the assigned person involved, be sure to mark this estimate as preliminary. Duration estimates that do not involve the people doing the work will significantly increase schedule risk. In areas where skills are lacking, it may be appropriate to create additional tasks for training and hiring searches.
Plan Development: Task Identification and Work Breakdown ![]()
Identify project tasks and develop a work breakdown structure.
Plan Development: Logical Relationships and Dependancies ![]()
Identify and capture task dependancies.
Plan Development: Task Duration ![]()
Process for estimating and assigning task durations.
Plan Development: Project Scheduling and Critical Path ![]()
Checklist of project scheduling activities.
Plan Development: Optimizing Tradeoffs ![]()
Optimize a project plan after the first pass base schedule has been developed.
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