Step1-PlantheStep1-PlantheProjectProjectPlanProjectCollectDataCollectDataBuildModelBuildModelEvaluateResultsEvaluateResultsPlanNextStepsPlanNextStepsEstablishProjectGoalsEstablishProjectGoals⬛Definethemissionoftheproject•Activitybasedcosting•Activitybasedmanagement•AcombinationorblendofABM&ABC⬛Determineseniormanagement'scommitmenttotheprojectIdentifyProjectIdentifyProjectTeamTeam⬛Includeindividualswithspecificskills⬛Determinethetimecommitmentofeachteammember⬛Defineteamroles•ProjectManager•ProjectAnalyst•OtherFinancialTechnicalOperationalAndersenEducatetheProjectTeamEducatetheProjectTeam⬛GeneralABM/ABCoverviewandterminology⬛Projectapproach⬛Softwaretraining(ifappropriate)⬛Activityanalysisskills⬛Data/systemintegration⬛ChangemanagementDefineProjectScopeDefineProjectScope⬛Determinethetypeofanalysistobedone•Activitybasedcosting•Customerorproductprofitability•Processimprovementorreengineering•Other⬛Howmanysitesmustbeincludedtomeetthegoalsoftheproject⬛HowmanydepartmentsateachsitemustbeincludedDefineProjectScopeDefineProjectScope⬛Whattimeperiodwillbeusedfortheanalysis•Previousfiscalyear,previousquarter,orother•Oneyear’sdatawillreflectseasonalchangesorotherfluctuations•Previousquarter’sdataistheeasiesttocollect,butdoesnotreflectfluctuationsinsalesand/orcosts⬛Developaprojectcalendarwithestimateddurationandimportantmilestonesofeachphase⬛DevelopaworkplandetailingrequirementsofeachphaseDetermineModelingDetermineModelingRequirementsRequirements⬛Determinewhatreportsandotherinformationisexpected.⬛Decideifasoftwareproductwillbepurchasedtosupporttheproject.⬛Reviewsoftwarepackages,ifappropriate.SoftwareSelection-KeySoftwareSelection-KeyPointsPoints⬛Softwareflexibility⬛Softwareimportcapabilities⬛User-friendliness⬛Timerequiredtomakechangestomodel⬛Softwarecompatibilitywithexistingsystems⬛Easeofdatamanagementeypointstoconsiderwhenselectingsoftware:KDetermineActivityCollectionDetermineActivityCollectionMethodsMethods⬛Decidewhichactivityanalysismethods(s)touse⬛Themostcommonmethodsinclude:•Visualboarding•Facilitatedgroupmeetings•Interviews•Surveys/questionnaires⬛UsedifferentmethodsfordifferentgroupsdependingongroupsizeandlevelofdetailrequiredPrepareforActivityPrepareforActivityWorkshopsWorkshops⬛Prepareworkshopschedule⬛Createintroductorylettersfordepartmentmanagers⬛Collectdocumentsorfilesfordatacollectionandverification⬛Createhigh-levelactivitylistforeachworkgroup,ifpossibleDataCollectionDocumentsDataCollectionDocumentssefuldocumentsinclude:UAutomatedTimeTrackingSystemsMethods&ProceduresPreviousStudiesOperationalTrackingSystemsMethods&ProceduresBlueprintofFloorSpace(Office,ShopFloor,WarehouseLaborReportsOrganizationChartsProcessFlowsFinancialReportsMonthlyExpenseAnalysisButgetActualSalaries$7,500$7,389Benefits2,2502,217Equipment750895Supplies6095Rent110109Total$10,670$10,705ProjectCalendarProjectCalendarses:U⬛Maintainsorganization⬛Illustratesprojecttimeframe⬛CommunicatesresourcerequirementsProjectCalendarWeek1Week2Week3Week4Week5Week6.PlanningBuildModelDataCollectionEvaluateResultsPlanNextStepsProjectWorkplanProjectWorkplanncludes:I⬛Sitevisitschedule⬛Interview/workshopschedule⬛Deliverabledates⬛Teammeetingschedule⬛CollectiondeadlinedatesProjectWorkplanTasksResponsibilityCompletionDate1000ProjectKick-Off1100Identifyteammembers1200Trainteam...
