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pull plan scheduling checklist

Preparation Phase

Identify key stakeholders and participants for the pull planning session.

Gather relevant project documentation (plans, specifications, contracts).

Define the project scope and objectives clearly.

Ensure all participants understand the pull planning process.

Kickoff Meeting

Schedule a kickoff meeting to introduce the pull planning concept.

Present the project overview and objectives to all stakeholders.

Discuss the roles and responsibilities of each participant in the planning process.

Establish ground rules for collaboration and communication during the session.

Project Breakdown

Break down the project into major phases or milestones.

Identify deliverables associated with each phase of the project.

Discuss and define key activities needed to achieve each deliverable.

Ensure that all participants contribute to the breakdown of tasks.

Timeline Development

Determine the starting point for the pull plan.

Work collaboratively to estimate the duration of each activity.

Identify dependencies between tasks and activities.

Establish a preliminary timeline based on the activity durations and dependencies.

Resource Allocation

Identify the resources (labor, materials, equipment) required for each task.

Discuss and allocate resources among the various tasks.

Ensure that resource allocation is realistic and feasible within the project timeline.

Risk Assessment

Identify potential risks and obstacles that may impact the schedule.

Discuss mitigation strategies for each identified risk.

Ensure contingency plans are developed for critical tasks.

Finalization of the Pull Plan

Review the draft pull plan with all participants for feedback.

Make necessary adjustments based on stakeholder input.

Finalize the pull plan and obtain agreement from all participants.

Document the finalized pull plan and distribute it to all stakeholders.

Monitoring and Adjustments

Establish a schedule for regular progress meetings to review the pull plan.

Monitor progress against the pull plan and update as necessary.

Adjust the pull plan in response to changes in project scope or schedule.

Communicate any changes to all stakeholders promptly.

Conclusion

Celebrate the completion of the pull planning process.

Reflect on lessons learned and areas for improvement in future pull planning sessions.

Ensure ongoing collaboration and communication throughout the project lifecycle.

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