PACT Path for the PPM – PACT Project Manager

Note: This page is basically complete – as of 2018-05-22 – but will continue to be Updated from time to time. Last Update: 2018-05-22.

PACT Practitioner Role Overview

The PACT Project Planner & Manager is responsible for responding to client requests, preparing and conducting all informal and formal meetings with the clients and stakeholders, developing Project Plans and Proposals, and with the help from other PACT Practitioners developing all Analysis Reports, Design Documents for both CAD and MCD/IAD efforts, Implementation Planning Reports (CAD), and Pilot-Test Reports (MCD/IAD).

List of Task Responsibilities to Master

The PACT Project Planner & Manager is responsible for the following tasks:

Responding to client requests
Conducting client and stakeholder interveiws
Preparing Project Plans & Proposals
Briefing all ISD Project participants for their roles and sharing all data available to that point
Observing all key project activities, as necessary
Preparing for and conduct all Project Steering Team Gate Review Meetings

PACT Project Managers Perform in Both CAD and MCD/IAD Efforts

PACT Paths - CAD and MCD-IAD

The PACT Processes – are owned exclusively by Guy W. Wallace – and may be used for non-commercial purposes – with appropriate attribution.

Those wishing to use these methods and templates for commercial purposes may not do so without a license agreement.

Examples of PPM Outputs

Note: TMC – The Most Convenient Stores – or just TMC – is one of my Case Companies used in T&D sessions for PACT Practitioners.

Project Plan & Proposal

I seperate the detailed Project Plan from the Proposal so that my clients can share the PP more widely – to all who need it without needing to also share the costs and legal agreement portions.

PPM - Ex PP-P

All Meeting Kick-Offs Including All Project Steering Team Meeting Presentations

I guide the conversation with the participants in all meeting with PowerPoint presentations to insure that in the heat/excitement of the meeting – nothing gets forgotten.

PPM - Ex Kick-Off Prezs

End of Phase Reports and Documents

I have templates for all PACT Project Manager End-of-Phase Reports to ensure that nothing gets inadvertently dropped. When needed briefings of these detailed report can be extracted for those reviewers who might be turned off by the amount of data that could be part of that documentation.

The PACT Reports/Documents (templates) include:

CAD Phase 1: Project Plan & Proposal
CAD Phase 2: Analysis Report
CAD Phase 3: Design Document
CAD Phase 4: Implementation Plan
MCD Phase 1: Project Plan & Proposal
MCD Phase 2: Analysis Report
MCD Phase 3: Design Document
MCD Phase 5: Pilot Test Report

PPM - Ex End of P Reports-Docs

The PPM Self-Development Path

Basic Development

This level of Development is intended to get you to a point to assist the PACT Practitioner: PACT Project Planner & Manager.

Readings in lean-ISD

Get a free PDF of lean-ISD – or get a Kindle or Paperback version – here.

Chapters – 1-7
The 2 Practitioner Stories in between Chapters 7 and 8
Chapters – 8, 10, 11, 14, 20, 21, 28
Appendicies A, B, C

School of PACT Videos

Video – A1 – here.
Videos – F1-10 – here.

Audio Podcasts

Audio Podcast on PACT – PACTPodcast_Series_2007_-_1 – PACT
Audio Podcast on CAD – PACTPodcast_Series_2007_-_2_-_CAD
Audio Podcast on MCD – PACTPodcast_Series_2007_-_3_-_MCD
Audio Podcast on IAD – PACTPodcast_Series_2007_-_4_-_IAD

Intermediate Development

This level of Development is intended to get you to a point to be able to conduct the Tasks of the PACT Practitioner: PACT Project Planner & Manager.

Articles by Guy W. Wallace

Videos by Guy W. Wallace

Project Planning and Management for ISD and HPT Efforts – ISPI – 2009

Presentations by Guy W. Wallace

Project Planning and Management for ISD and HPT Efforts – ISPI – 2009

PowerPoint Shows by Guy W. Wallace

Advanced Development

This level of Development is intended to give you additional exposure to further your insights into the Role of the PACT Lead Developer.

Additional Articles by Guy W. Wallace

There are none to list at this time.

Additional Presentations by Guy W. Wallace

There are none to list at this time.

Additional Videos by Guy W. Wallace

There are none to list at this time.

Additional PowerPoint Shows by Guy W. Wallace

Consulting Services By Guy W. Wallace

Guy offers informal coaching and formal instruction in all of the PACT Processes Roles – as he has practiced them since 1982 – or as it needs to be adapted and integrated into his client’s ISD Processes.