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+ 
Event Based 
Scheduling 
OK kids, We’re gonna 
paint the garage floor. 
Everyone off the couch 
and in the garage with 
smiles on your little faces 
V7 1/24 
Dad’s gonna “program manage” your efforts to a 
successful outcome using Event Based Scheduling 
10 November 2006
+ Core Problem of all Project’s 
Failed or underperforming projects are more common that not. Learning how to address 
one of the problems found in troubled projects is the topic of this Brown Bag session 
! Collecting project costs is relatively easy 
! Obtaining real physical progress status of ongoing activities is 
much more difficult 
! This is the 90% syndrome – or in some cases the 80% syndrome 
! When physical progress is reported by the activity owners, without a 
way to cross check of the achievement – true progress is often hidden 
! Om many cases progress is equated to the passage of time and 
consumption of money 
! Replacing this progress–oriented reporting with deliverables– 
oriented reporting is the starting point of real performance 
management – an authentic, trusted and verifiable performance 
measurement 
2/24 
V7 1 Nov 06
+ Themes of Event Based Scheduling 
! Progress is measured by the completion of Significant 
Accomplishments (SA) 
! The evidence of this progress is provided by the 
Accomplishment Criteria (AC) 
! Task progress is only measured as 0% or 100%. No partial 
credit, no percent complete – either its done or it’s not done, 
either we’ve accomplished our accomplishment or we haven’t 
! The “architecture” of the project describes the increasing value 
maturity of the deliverables through the completion of the 
Significant Accomplishments 
! Defining what “done” looks like and scheduling backward, 
tells us when we should have started the project 
3/24 
V7 1 Nov 06
+ Events For Our Family Garage 
Project 
Events are celebratory occasions, where a collection of Significant Accomplishments has 
been “accomplished” with measurable outcomes, judged by the Accomplishment Criteria for 
the work performed 
! When asked to “make a plan,” our first impulse is to make a list for all the 
work to be performed. Here’s a list of the garage floor painting work … 
! All our sports “stuff” cleaned up 
! Get the garage floor washed and dried 
! Put down epoxy sealer and let it dry 
! Paint the car stalls 
! Put everything back 
! Park the cars and close the doors 
! Let’s just focus on item #1 
4/24 
V7 1 Nov 06
+ First Some Definitions 
There are some new terms we’ll need to use when we’re speaking in the 
“Event Based Scheduling” vocabulary 
! Event – A major transition point in the project. The place 
where the maturity of the deliverables can be assessed to 
determine if we should proceed to the next step 
! Significant Accomplishment – An interim, critical, or discrete 
activity that must be completed prior to an Event 
! Accomplishment Criteria – A measurable indicator of the 
evidence that increased maturity or progress has been made 
towards a Significant Accomplishment 
! Task – The work performed in support of accomplishments 
and their criteria 
5/24 
V7 1 Nov 06
+ Get “stuff” Cleaned Up Event 
Let’s look at the details of our first Event 
– “all the sports stuff cleaned up” 
! It needs a finite duration 
! There needs to be a clear and concise definition “cleaned 
up” 
! Measures of success need to be defined 
! When we reach the logical stopping point when “all” the 
stuff is cleaned up – Mom says its time for lunch is not a very 
good measure of success 
! There are clear and concise benefits to getting to this point 
! We could stop here and still have benefits 
6/24 
V7 1 Nov 06
+ Event: “All the stuff cleaned up” – 
Let’s Eat 
A Significant Accomplishment (SA) is getting all the baseball gear into bags, hung on the wall, 
bats in a bag, and batting helmets in their racks 
! Significant Accomplishment (SA) 
! Interim, critical or discrete activity required to complete prior to 
an event 
! All Baseball Equipment Located and collected for storage 
! Accomplishment Criteria (AC) 
! Measurable indicators of evidence that demonstrates the 
achievement of maturity or progress in an activity 
! Bats, gloves, pads, and uniforms placed in their labeled bags and 
hung on hooks 
7/24 
V7 1 Nov 06
+ Significant Accomplishment (SA) 
The Significant Accomplishment of getting all the Baseball gear into bags is 
measured by the completion of the Accomplishment Criteria 
! SA: Baseball Equipment Stored 
in Assigned Location 
! The Accomplishment Criteria 
for completing this Significant 
Accomplishment includes: 
! Location for each baseball 
item identified 
! Pads, balls, hats gloves 
located, sorted, and placed 
in a pile of like stuff 
! Bats located and loaded into 
a single bat bag 
! Equipment bags located, 
emptied of food, drinks, and 
mice droppings 
8/24 
V7 1 Nov 06
+ Accomplishment Criteria (AC) 
Accomplishment Criteria (AC) is the Exit Criteria for the work performed by the Tasks. 
When all the work is done, the AC is 100% complete 
! AC: Locations defined for each identified item 
! Tasks to complete the AC include: 
! Labeling all bags with their contents 
! Cleaning the bags 
! Determining if the bag can hold the equipment 
! Finding new bags, if there is not enough room in the current ones 
9/24 
V7 1 Nov 06
+ Project Management According to 
Yogi† 
! Planning 
! You’ve got to be very careful if 
you don’t know where you’re 
going, because you might not 
get there 
! Communicating 
! I didn’t really say everything I 
said 
! Decision Making 
! If you come to a fork in the 
road, take it 
! Measuring progress 
! You’d better cut the pizza in 
four pieces, because I’m not 
hungry enough to eat six 
! Executing 
! Think? How the hell are you 
gonna think and hit at the 
same time? 
! Managing 
! You can observe a lot just by 
watching 
! Meeting deadlines 
! I knew I was going to take the 
wrong train, so I left early 
! Closeout 
! This is like déjà vu all over 
again 
10/24 
† “Yogi Berra, PMP,” Ralph Sacco, Computer World, October 23, 2006, pp. 44 
V7 1 Nov 06
+ 
OK, Enough Baseball 
Let’s have a business 
example that moves us 
from the old world of time 
and cost measurement to 
the new world of 
accomplishments and exit 
criteria 
1 Nov 06 V7 11/24
+ Provisioning a New Employee 
12/24 
A new employee arrives. What needs to happen before she can be productive? How can we 
measure the progress toward being productive? 
New Employee Human Resources Ready to Work 
Information Technology 
Finance 
Supply Chain Management 
Charge account setup 
Laptop Account Setup 
Insurance 
Orientation 
Project Event 
New Employee 
Ready for Work 
Buying authority 
Significant Accomplishments 
Project Event 
New Employee 
Arrives 
V7 1 Nov 06
+ Structure of the Event Based 
Schedule 
13/24 
Business Strategy 
WBS Element or 
Subsystem 
Subsystem 
Process Step 
Events 
Team Status 
Customer/Program 
Direction 
Accomplishments 
Significant 
Accomplishments 
(SA) 
Program/Team 
Direction 
Criteria 
Team Status 
Accomplishment 
Criteria (AC) 
Team Direction 
Tasks 
State of the 
Project 
State of the 
Capability 
State of the 
Process 
Defines 
Demonstrates 
Maturity 
Identifies 
End Item 
How 
Performance 
Something 
Completed 
Effort 
Expended 
Deliverables 
V7 1 Nov 06
+ Describing “Done” in a Single 
Phrase 
14/24 
Perform 
Work 
Maturity 
Adjective 
Action 
Verb 
Demonstrates 
Maturity Step in the Process 
End Item 
Final Provisioning 
Capability 
Noun 
Desktop 
State 
Verb 
Closure 
State 
Complete 
“ A01B“0A20a1: BP0re2laim: Fininaaryl DMeosnkttho pE nPdro Cvliossioen oinf gth oef GNeenwe Eraml Lpelodygeeer CCoommpplleettee” ” 
V7 1 Nov 06
+ One More Review of Our New 
Terminology 
The terms of Event Based Scheduling need to be repeated over and over. This helps 
replace our temporal progress thinking with event maturity thinking 
! Events – define the state of the project 
! Significant Accomplishments –demonstrate the state of the 
capability 
! This is the assessment of maturity of the deliverable at a point in 
time 
! Accomplishment Criteria – demonstrates the state of the 
process 
! Task – describes the effort required to complete the 
Accomplishment Criteria 
15/24 
V7 1 Nov 06
+ And Some More Detail Of These 
Terms 
! A Significant Accomplishment describes … 
! A desired result 
! A discrete step in a process 
! A description of an interrelationship 
! An Accomplishment Criteria describes … 
! Completed work effort 
! Activities that confirm the value 
! Completion of critical activities 
16/24 
V7 1 Nov 06
+ AC’s are the Central Elements of 
the Plan 
Defining the Accomplishment Criteria is the hard part. But they are the key to success in 
Event Based Scheduling, since they are the measures of “done” 
! Define the measure by which an Accomplishment (SA) is considered 
“done” 
! Terms like: complete, delivered, closed have no “units of measure” in 
the context of a Significant Accomplishment (SA) are weak and open to 
interpretation 
! Terms that use … 
! Measures of completion – 80% of training materials published 
! Counts of available items – 75% of entry forms approved 
! Fidelity of a design – 90% of Use Cases converted to UML 
! Error bounds – network performance within ±12% 
! Performance parameters – backup duration ≤ allowable window 
! Maturity parameters – successful conversation completed 3 times 
! … are stronger definitions of the Exit Criteria 
17/24 
V7 1 Nov 06
+ Primary Motivation – Avoid This 
Meeting! 
18/24 
! Project management is 
not about forecasting the 
future 
! Project Management is 
about understanding 
risks that impact the 
future 
! Project Management is 
about making visible 
what “done” looks like 
! Project Management is 
about staying ahead of 
risk the curve 
Would you please elaborate on “Then Something Bad 
Happened” 
V7 1 Nov 06
+ Nine Principles of Project 
Management 
Event Based Scheduling is the basis for these Nine Principles (or any other favorite 
principles of project management) 
! Systematic and integrative planning 
– maximum influence comes early in 
the project 
! Timely decisions adjusted to 
uncertainty – objectives first, the 
means to fulfill next 
! Isolation and Absorption of Risk – 
organize project elements to 
maintain stability and isolate 
undesired results 
! Leadership is Both Inward and 
Outward – leadership copes with 
uncertainty, management copes with 
complexity 
! Teamwork – emphasize cooperation 
rather than risk allocation 
! Overlapping Phases – pay great 
attention to pre–existing 
activities 
! Simple Procedures – prevent re– 
invention, contribute to 
cooperation, and establish 
internal stability 
! Intensive Communication – fit 
the intensity and mode of 
communication to the situation 
! Systematic Monitoring – 
identifying and correcting small 
problems is easy, identifying 
large problems is easy, 
correcting them is hard 
19/24 
V7 1 Nov 06
+ An Event Based Schedule 
20/24 
Here’s an example of a project that rolls out Microsoft Project Server™ 
Event 
Significant 
Accomplishment 
Accomplishment 
Criteria 
Tasks 
V7 1 Nov 06
+ Our Working Example 
Constructing an Event Based Schedule is more work than just writing down the list of tasks 
and linking them in a network. That’s easy The result makes visible what Done looks like in 
ways no list of connected tasks ever can. 
! Event – Phase A/B of the enterprise 
project server deployment is 
complete 
! All the deliverables, activities to 
deliver those deliverables, and the 
criteria by which those 
deliverables were measured have 
been completed 
! Significant Accomplishment – the 
Governance and Review Groups 
have been established 
! There are 2 “exit criteria” 
shown representing the 
“evidence” that these review 
groups have been established 
! The completion of these “exit 
criteria” is a clear and concise 
measure of progress 
! Accomplishment Criteria – 
Design Proof of Concept 
Complete 
! Each AC is the “exit 
criteria” for the collection of 
tasks (work) performed in the 
schedule and is the criteria 
for judging the completion 
and the resulting maturity of 
the work effort 
! Tasks 
! Each task participates in the 
completion of the AC 
! No partial completion of the 
task is allowed in the 
completion of the AC 
! A strict parent child 
relationship is used for all 
21/24 
V7 relationships 1 Nov 06
+We Did It On Time, On Budget, On 
Spec? 
! If we know ahead of time what 
done looks like … 
! … we measure can progress 
toward done in technical 
performance units of measure 
that describe the increasing 
maturity and value of the 
deliverables, rather than 
consumption of time and 
resources. 
! Then we can tell our 
customers – with a straight 
face – how much value we’ve 
created for their investment, 
how much work remains, an 
estimate of when we’ll be 
done, and an estimate of how 
much it will cost when we’re 
done. 
! If we use Event Based 
Scheduling, progress can be 
measured in terms understood 
by all the participants – 
consumer and supplier – in 
units of measure of “done” 
22/24 
V7 1 Nov 06
+ Our Garage Project Is A Success … 
23/24 
And The Kids Are Happy, with … A Job Well Done 
V7 1 Nov 06
+ 
24/24 
But first, what are those words in the sign two slides back? 
! Poinephobia - An 
abnormal, persistent fear of 
punishment 
! Enissophobia – a fear 
having committed an 
unpardonable sin or 
criticism 
! Decidophobia – a fear of 
making decisions 
! Atychipohbia – a fear of 
failure 
V7 1 Nov 06
25/24 
V7 1 Nov 06

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Event based scheduling brown bag

  • 1. + Event Based Scheduling OK kids, We’re gonna paint the garage floor. Everyone off the couch and in the garage with smiles on your little faces V7 1/24 Dad’s gonna “program manage” your efforts to a successful outcome using Event Based Scheduling 10 November 2006
  • 2. + Core Problem of all Project’s Failed or underperforming projects are more common that not. Learning how to address one of the problems found in troubled projects is the topic of this Brown Bag session ! Collecting project costs is relatively easy ! Obtaining real physical progress status of ongoing activities is much more difficult ! This is the 90% syndrome – or in some cases the 80% syndrome ! When physical progress is reported by the activity owners, without a way to cross check of the achievement – true progress is often hidden ! Om many cases progress is equated to the passage of time and consumption of money ! Replacing this progress–oriented reporting with deliverables– oriented reporting is the starting point of real performance management – an authentic, trusted and verifiable performance measurement 2/24 V7 1 Nov 06
  • 3. + Themes of Event Based Scheduling ! Progress is measured by the completion of Significant Accomplishments (SA) ! The evidence of this progress is provided by the Accomplishment Criteria (AC) ! Task progress is only measured as 0% or 100%. No partial credit, no percent complete – either its done or it’s not done, either we’ve accomplished our accomplishment or we haven’t ! The “architecture” of the project describes the increasing value maturity of the deliverables through the completion of the Significant Accomplishments ! Defining what “done” looks like and scheduling backward, tells us when we should have started the project 3/24 V7 1 Nov 06
  • 4. + Events For Our Family Garage Project Events are celebratory occasions, where a collection of Significant Accomplishments has been “accomplished” with measurable outcomes, judged by the Accomplishment Criteria for the work performed ! When asked to “make a plan,” our first impulse is to make a list for all the work to be performed. Here’s a list of the garage floor painting work … ! All our sports “stuff” cleaned up ! Get the garage floor washed and dried ! Put down epoxy sealer and let it dry ! Paint the car stalls ! Put everything back ! Park the cars and close the doors ! Let’s just focus on item #1 4/24 V7 1 Nov 06
  • 5. + First Some Definitions There are some new terms we’ll need to use when we’re speaking in the “Event Based Scheduling” vocabulary ! Event – A major transition point in the project. The place where the maturity of the deliverables can be assessed to determine if we should proceed to the next step ! Significant Accomplishment – An interim, critical, or discrete activity that must be completed prior to an Event ! Accomplishment Criteria – A measurable indicator of the evidence that increased maturity or progress has been made towards a Significant Accomplishment ! Task – The work performed in support of accomplishments and their criteria 5/24 V7 1 Nov 06
  • 6. + Get “stuff” Cleaned Up Event Let’s look at the details of our first Event – “all the sports stuff cleaned up” ! It needs a finite duration ! There needs to be a clear and concise definition “cleaned up” ! Measures of success need to be defined ! When we reach the logical stopping point when “all” the stuff is cleaned up – Mom says its time for lunch is not a very good measure of success ! There are clear and concise benefits to getting to this point ! We could stop here and still have benefits 6/24 V7 1 Nov 06
  • 7. + Event: “All the stuff cleaned up” – Let’s Eat A Significant Accomplishment (SA) is getting all the baseball gear into bags, hung on the wall, bats in a bag, and batting helmets in their racks ! Significant Accomplishment (SA) ! Interim, critical or discrete activity required to complete prior to an event ! All Baseball Equipment Located and collected for storage ! Accomplishment Criteria (AC) ! Measurable indicators of evidence that demonstrates the achievement of maturity or progress in an activity ! Bats, gloves, pads, and uniforms placed in their labeled bags and hung on hooks 7/24 V7 1 Nov 06
  • 8. + Significant Accomplishment (SA) The Significant Accomplishment of getting all the Baseball gear into bags is measured by the completion of the Accomplishment Criteria ! SA: Baseball Equipment Stored in Assigned Location ! The Accomplishment Criteria for completing this Significant Accomplishment includes: ! Location for each baseball item identified ! Pads, balls, hats gloves located, sorted, and placed in a pile of like stuff ! Bats located and loaded into a single bat bag ! Equipment bags located, emptied of food, drinks, and mice droppings 8/24 V7 1 Nov 06
  • 9. + Accomplishment Criteria (AC) Accomplishment Criteria (AC) is the Exit Criteria for the work performed by the Tasks. When all the work is done, the AC is 100% complete ! AC: Locations defined for each identified item ! Tasks to complete the AC include: ! Labeling all bags with their contents ! Cleaning the bags ! Determining if the bag can hold the equipment ! Finding new bags, if there is not enough room in the current ones 9/24 V7 1 Nov 06
  • 10. + Project Management According to Yogi† ! Planning ! You’ve got to be very careful if you don’t know where you’re going, because you might not get there ! Communicating ! I didn’t really say everything I said ! Decision Making ! If you come to a fork in the road, take it ! Measuring progress ! You’d better cut the pizza in four pieces, because I’m not hungry enough to eat six ! Executing ! Think? How the hell are you gonna think and hit at the same time? ! Managing ! You can observe a lot just by watching ! Meeting deadlines ! I knew I was going to take the wrong train, so I left early ! Closeout ! This is like déjà vu all over again 10/24 † “Yogi Berra, PMP,” Ralph Sacco, Computer World, October 23, 2006, pp. 44 V7 1 Nov 06
  • 11. + OK, Enough Baseball Let’s have a business example that moves us from the old world of time and cost measurement to the new world of accomplishments and exit criteria 1 Nov 06 V7 11/24
  • 12. + Provisioning a New Employee 12/24 A new employee arrives. What needs to happen before she can be productive? How can we measure the progress toward being productive? New Employee Human Resources Ready to Work Information Technology Finance Supply Chain Management Charge account setup Laptop Account Setup Insurance Orientation Project Event New Employee Ready for Work Buying authority Significant Accomplishments Project Event New Employee Arrives V7 1 Nov 06
  • 13. + Structure of the Event Based Schedule 13/24 Business Strategy WBS Element or Subsystem Subsystem Process Step Events Team Status Customer/Program Direction Accomplishments Significant Accomplishments (SA) Program/Team Direction Criteria Team Status Accomplishment Criteria (AC) Team Direction Tasks State of the Project State of the Capability State of the Process Defines Demonstrates Maturity Identifies End Item How Performance Something Completed Effort Expended Deliverables V7 1 Nov 06
  • 14. + Describing “Done” in a Single Phrase 14/24 Perform Work Maturity Adjective Action Verb Demonstrates Maturity Step in the Process End Item Final Provisioning Capability Noun Desktop State Verb Closure State Complete “ A01B“0A20a1: BP0re2laim: Fininaaryl DMeosnkttho pE nPdro Cvliossioen oinf gth oef GNeenwe Eraml Lpelodygeeer CCoommpplleettee” ” V7 1 Nov 06
  • 15. + One More Review of Our New Terminology The terms of Event Based Scheduling need to be repeated over and over. This helps replace our temporal progress thinking with event maturity thinking ! Events – define the state of the project ! Significant Accomplishments –demonstrate the state of the capability ! This is the assessment of maturity of the deliverable at a point in time ! Accomplishment Criteria – demonstrates the state of the process ! Task – describes the effort required to complete the Accomplishment Criteria 15/24 V7 1 Nov 06
  • 16. + And Some More Detail Of These Terms ! A Significant Accomplishment describes … ! A desired result ! A discrete step in a process ! A description of an interrelationship ! An Accomplishment Criteria describes … ! Completed work effort ! Activities that confirm the value ! Completion of critical activities 16/24 V7 1 Nov 06
  • 17. + AC’s are the Central Elements of the Plan Defining the Accomplishment Criteria is the hard part. But they are the key to success in Event Based Scheduling, since they are the measures of “done” ! Define the measure by which an Accomplishment (SA) is considered “done” ! Terms like: complete, delivered, closed have no “units of measure” in the context of a Significant Accomplishment (SA) are weak and open to interpretation ! Terms that use … ! Measures of completion – 80% of training materials published ! Counts of available items – 75% of entry forms approved ! Fidelity of a design – 90% of Use Cases converted to UML ! Error bounds – network performance within ±12% ! Performance parameters – backup duration ≤ allowable window ! Maturity parameters – successful conversation completed 3 times ! … are stronger definitions of the Exit Criteria 17/24 V7 1 Nov 06
  • 18. + Primary Motivation – Avoid This Meeting! 18/24 ! Project management is not about forecasting the future ! Project Management is about understanding risks that impact the future ! Project Management is about making visible what “done” looks like ! Project Management is about staying ahead of risk the curve Would you please elaborate on “Then Something Bad Happened” V7 1 Nov 06
  • 19. + Nine Principles of Project Management Event Based Scheduling is the basis for these Nine Principles (or any other favorite principles of project management) ! Systematic and integrative planning – maximum influence comes early in the project ! Timely decisions adjusted to uncertainty – objectives first, the means to fulfill next ! Isolation and Absorption of Risk – organize project elements to maintain stability and isolate undesired results ! Leadership is Both Inward and Outward – leadership copes with uncertainty, management copes with complexity ! Teamwork – emphasize cooperation rather than risk allocation ! Overlapping Phases – pay great attention to pre–existing activities ! Simple Procedures – prevent re– invention, contribute to cooperation, and establish internal stability ! Intensive Communication – fit the intensity and mode of communication to the situation ! Systematic Monitoring – identifying and correcting small problems is easy, identifying large problems is easy, correcting them is hard 19/24 V7 1 Nov 06
  • 20. + An Event Based Schedule 20/24 Here’s an example of a project that rolls out Microsoft Project Server™ Event Significant Accomplishment Accomplishment Criteria Tasks V7 1 Nov 06
  • 21. + Our Working Example Constructing an Event Based Schedule is more work than just writing down the list of tasks and linking them in a network. That’s easy The result makes visible what Done looks like in ways no list of connected tasks ever can. ! Event – Phase A/B of the enterprise project server deployment is complete ! All the deliverables, activities to deliver those deliverables, and the criteria by which those deliverables were measured have been completed ! Significant Accomplishment – the Governance and Review Groups have been established ! There are 2 “exit criteria” shown representing the “evidence” that these review groups have been established ! The completion of these “exit criteria” is a clear and concise measure of progress ! Accomplishment Criteria – Design Proof of Concept Complete ! Each AC is the “exit criteria” for the collection of tasks (work) performed in the schedule and is the criteria for judging the completion and the resulting maturity of the work effort ! Tasks ! Each task participates in the completion of the AC ! No partial completion of the task is allowed in the completion of the AC ! A strict parent child relationship is used for all 21/24 V7 relationships 1 Nov 06
  • 22. +We Did It On Time, On Budget, On Spec? ! If we know ahead of time what done looks like … ! … we measure can progress toward done in technical performance units of measure that describe the increasing maturity and value of the deliverables, rather than consumption of time and resources. ! Then we can tell our customers – with a straight face – how much value we’ve created for their investment, how much work remains, an estimate of when we’ll be done, and an estimate of how much it will cost when we’re done. ! If we use Event Based Scheduling, progress can be measured in terms understood by all the participants – consumer and supplier – in units of measure of “done” 22/24 V7 1 Nov 06
  • 23. + Our Garage Project Is A Success … 23/24 And The Kids Are Happy, with … A Job Well Done V7 1 Nov 06
  • 24. + 24/24 But first, what are those words in the sign two slides back? ! Poinephobia - An abnormal, persistent fear of punishment ! Enissophobia – a fear having committed an unpardonable sin or criticism ! Decidophobia – a fear of making decisions ! Atychipohbia – a fear of failure V7 1 Nov 06
  • 25. 25/24 V7 1 Nov 06