What to do

How to do it

1

Create a list of the required project roles

List all the roles that will be involved at some capacity in the project. Some may be indirectly involved as supporting organizational unit, a steering committee, or as an external vendor or supplier.

Some roles have on-going work assignments such as the members of the project team.

2

Define the responsibilities

For each role, briefly describe its responsibility.

3

Define skills required

For each role as needed, list the skills the staff resource filling the role must possess.

Example: Technical writing, Java programming

4

Determine the full time equivalent (FTE) level of effort for each role

Break this into a given time frame – usually the fiscal quarter or fiscal year at this level of planning.  A person working full-time would be equivalent to 1.0 and half-time would be .50 etc.

5

Determine the potential source for each role

Indicate the business organization from which the resource might be recruited or indicate if the resource will be sourced from outside as a contactor.

6

Create a project organization chart

The chart should show the reporting relationships of the roles.

Note: When actual team members are recruited and assigned in the planning stage, the project organization chart can be updated with the team member’s name.

7

Identify planning stage team members

List the names and responsibilities of the project team members who will be responsible for the planning stage activities.