phase 2: plan

2.3—Staff Plan

This process element creates the Staff Plan that facilitates specifying, acquiring, and assigning the resources needed to conduct the project. It includes preparing a staff responsibility matrix and managing team formation to fulfill resource requirements. It also provides the mechanism, a resource request form, to expedite the resource acquisition process when resource managers external to the project are involved in contributing resources to the project effort. The Staff Plan also allows the project manager or other responsible individual to maintain relevant project team member information and to track individual assignments and performance.

schedule/timing

The Staff Plan can be created in conjunction with the Project Work Plan, and finalized with the completed development of the project WBS. The Staff Plan in general may be prepared simultaneously with other project plan components.

process steps and toolkit reference

The following four process steps will be accomplished to create the Staff Plan.

2.3.1—staff requirements—Identify and describe the staff positions needed to perform this project. Specify the type or category of resources needed and the activity they will perform. List the staff roles according to position title/technical discipline (e.g., engineer II, developer I, etc.). List vendor for work activities expected to be outsourced.

2.3.2—staff management plan—Review customer and staff requirements to prepare guidance for project team formation and management during the project. This will include specifying group and individual development actions that make the team a cohesive unit.Specify the individual who will be responsible for staff management plan management.

2.3.3—staff acquisition—Compile, monitor and manage information that is used to request project staff members and to oversee the staff acquisition and development process. Identify project staffing needs, prepare the acquisition request, and track acquisition of staff resources.

2.3.4—staff assignments— Compile, monitor and manage information that is relevant to assigning and managing individual project team members. Track individual project task assignments and associated work performance.Annotate leadership and task specialty assignments.

responsibility

primary

q      Project Manager

q      Project Planning Team Members

q      Resource Managers

alternates and adjuncts

q      Project Team Members

q      PMO

q      Project Sponsor

q      Project Executive

The project manager leads the project planning team (or adjunct project team) in developing the resource requirements matrix to identify staffing needs, and assigns project planning team members (or adjunct project team members) to prepare the associated Staff Management Plan. The project manager also oversees preparation of resource acquisition requests that are sent to and collaborated with internal resource managers. Resource managers’ commitments of resources are tracked, and in some cases it will be necessary for the project manager to collaborate or even negotiate for resource time with individual resource managers. As resources are assigned to the project, the project manager and key assistants will work with the growing project team to develop its capability and cohesiveness. In turn, individual assignments and performance will be tracked and managed under this Staff Plan.

process input

The following information, actions, materials, and resources represent relevant input to this process:

n     Project Profile (process element 1.2)

n     Customer Plan (process element 2.1)

n     Project Plan (process element 2.2) with focus on Work Breakdown Structure (WBS) content

n     Business Recommendation (process element 1.5.4)

n     Management Charter (process element 1.6.3)

n     Any project plan elements and project support plans that prescribe project resource integration

n     Standards and metrics for resource utilization

n     Established procedures from prior related project plans

process output (project management deliverable)

The primary output of this process element is the documentation and review of a Staff Management Plan. This plan includes a resource responsibility matrix, and the means to track and manage resource acquisition and project assignment performance.