Project Process Philosophy Chart


Quick Summary
Screenshot Explaining why a project process exists and why it matters can be challenging, especially in process-averse organizations. This one-page chart can help you convey why the process is important, how it helps, and how specific deliverables support these goals during each project phase.


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What this is

A chart that can be used to depict the major components of an organization's existing or new project process, with a focus on what the process is meant to accomplish and how various deliverables and reviews contribute to those goals.


Why it's useful

Improving project results generally involves addressing exactly how teams define, plan, and manage projects—which often includes defining some kind of consistent approach, or at least "good practices" that should be used. However, even if the end goal of successful projects is noble, a new project management process framework and/or deliverables will not necessarily be welcomed with open arms. In some organizations the addition of dreaded process is even seen by some as a takeover by the forces of bureaucracy and a threat to the wellsprings of creativity.

The key to even having a chance with process adoption is to get across the "whys" in a way that people will naturally understand, and even find hard to argue with. This chart is useful as a tool for communicating those reasons directly in the context of the process phase framework and deliverables. It can be used when a new project process is being designed, or when a process is in place but not being used consistently. It is useful as an ongoing explaining and selling tool in any organization trying to improve project results by improving the processes used to execute and manage those projects.

This particular example shows the process framework and deliverables one organization decided to adopt for infrastructure projects. The approach is adaptable to any type of project.


How to use it

Review the example Process Philosophy Chart, then open the PowerPoint file included in the downloaded .zip file to edit the chart and create your own.

  1. Create a chart for the process framework you are designing or have already implemented. Update the entries to reflect major types of deliverables, reviews, handouts, milestones, and communication your process calls for.
  2. Determine whether to create multiple charts to depict the different processes used for different types of projects.
  3. Use the chart(s) in various venues to help explain the process and its benefits:
    • As a straw man for discussion while people are collaborating to create or update a process.
    • To kick off a session presenting the new process(es) to managers or teams.
    • To set the stage in project kickoff or planning meetings by showing the overall framework a project will use to map out its work and deliverables, and why.
    • During projects to remind the team of critical process elements at different stages, to help avoid oversights and mistakes—and the lost time and money they would cause.

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