Managing Projects with THE Guide

Why This Session?

Duration: 3 days

This session applies the project management strategies, tools and techniques of THE Guide to improve project initiation, phase planning, tracking, and project closure. Participants learn more effective project management methods, resulting in better, faster, less expensive projects.

This session is an adaptation of our popular Modular Project Management series, with specific content related to how to plan and manage any medium or large project using THE Guide.

Learning Objectives; after this session, participants will be able to …

  • lrn-the-guide2

    Introduction: Describe project management vital signs, and the project management methods, tools and techniques of THE Guide; describe their relationship to the PMBOK Guide.*

  • Initial Planning: Apply minimum use of THE Guide for project initiation, including The 20 Questions, SWAG Estimating, documented Assumptions and Problem/Opportunity Analysis.
  • Phase Structuring, Estimating and Scheduling: Structure the project, using THE Guide’s Work Breakdown Structure Templates. Improve delegation through better communication and better documentation. Coach team members to produce better activity estimates. Perform precedence and resource analysis to show how to get a phase done faster, using staff effectively. Identify staffing—duration trade-offs. Produce a Phase schedule.
  • Status Tracking and Change Control: Implement a Tracking process that maximizes useful information. Establish a Change Management procedure that is responsive to needed change, but manages the change impact on the project schedule and cost.
  • Closure — End of Phase, End of Project: Describe the end-of-phase and end-of-project activities that celebrate your success with THE Guide.
  • Plan By Example Hands-On: This topic is interleaved throughout the session. Use Plan By Example (PBE) to document and model your project, and produce a project plan. Use PBE to structure, staff, estimate a phase’s activities, and then export the result to project management software. Perform precedence and resource analysis, and then print the results.


This session targets Project Managers and team leaders who initiate, plan and track medium to large projects. It is invaluable for internal Project Management Consultants. An ideal option for this session is the Intact Team, combining customers, Managers and key team members for a current project, and using that project as their case study.

Session Outline

1. Introduction To Guide Projects
  • Balancing the Vital Signs; Introduction to The Project Guide; THE Guide Components
  • System Development Life Cycle; The Basic Nine Deliverables; PMBOK Guide and THE Guide
2. Initial Planning
  • The Initial Planning Activities; The Results of Initial Planning: Document of Understanding
  • Size Project and Plan First Phase: Starting A Successful Project
  • Gathering Information: The 20 Most Important Questions in Any Project
  • Estimating With Consensus Estimating and the SWAG Template-1; Select a First Phase Plan
  • Introducing Plan By Example; Case Application: The 20 Questions, Model-1
  • Develop Project Strategy; Three Successful Project Types
  • Develop and Approve Initial Plan; PBE/Model: Modeling the Project
  • Case Application: Plan By Example/Model
3. Phase Structuring and Estimating
  • Overview of Phase Planning; Prepare Phase Plan
  • Structure The Phase (Work Breakdown Structures); Delegating Work Responsibility
  • Estimate Work Packages; Factors That Make Estimates Wrong; Assumptions Based Estimating
  • Effort — Duration Conversion; Estimating Project Manager Time
  • Case Application: Structuring and Estimating With PBE/Phase
4. Phase Scheduling
  • Network Diagrams and Precedence Analysis; Precedence Analysis and the Vital Signs
  • Gantt Charts and Resource Analysis; Resource Analysis and the Vital Signs
  • Automated Scheduling; Completing the Phase Plan; Perform Quality Assurance Reviews
  • Case Application: Using Project Management Software; Phase Planning Closure
5. Status Tracking and Change Control
  • Status Tracking Overview; Components of a Project Tracking System
  • Components of a Tracking System; Lead and Manage Project
  • Levels of Project Tracking; Duration, Effort and Assumptions; Project Reporting
  • Controlling Change; Why Change Happens; Change Implementation
6. Phase and Project Closure
  • Phase Closure: Refine and Approve Project Plan; Project-End Checklist
  • End Project; Perform Post-Project Evaluation
  • Project Evaluation: Qualitative or Quantitative? Your Final Exam

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