The Project Management and Problem-Solving Worksheet

Use this method whenever I am unclear of the problem, the issues, the requirements, the solution, the tools, or the action plan.

Project Title:
# Sessions Estimates Project Actuals Difference Period Total Hours Total Cost

Time & Progress Log

# 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 Date t Start Total Time Inputs & Results Next Steps

Purpose: Save time, money, and resources by increasing performance, efficiency, and accuracy of problem solving in a way that is productive and fun

1|Page

Lets Solve It!

Please attach a blank sheet of paper upon starting

Problem-solving process flow (required)

Gross Resource Estimate Time: Money:

Gross Benefits Analysis

Canned Processe
Product Development Books
New Production Strategy Determ Purpose Idea Generation Screening and Evaluation Business Analysis

Development

Market Testing

Commercialization

Screen for: content, pics, summaries, bold terms, price, reviews

Buy

Pics

Summaries

Implement

Close

Personal Selling: Prospecting --> Preapproach --> Approach --> Presentation --> Close --> Follow-up Learning (Kevin): Exposure --> Memorization (knowledge) --> Create Examples --> Verify understanding --> Practice --> Make habit --> Relapse --> Ingrain Performance Measurement: Identify Critical Success Factors (CSFs) --> Select outcome to measure --> Determine purpose of measurement --> Identify the desired characteristics of Measure --> Select specific performance measure --> Establish specific target --> Assess Actual performance --> Continuous Improvement

Purpose: Save time, money, and resources by increasing performance, efficiency, and accuracy of problem solving in a way that is productive and fun

2|Page

Negotiations Process: Develop Issues --> Develop alternatives --> Develop BATNA/walk-away --> Other party analysis --> Poss. Win-win solutions --> Open high --> Negotiate --> Close --> Follow-through Coaching: Obserive 5-7 occasions --> Fully test understanding --> Mental concept application --> Practice --> Perform

Analyze (underst problem)

Define Critical Success Factors (required)

Define & Create Goal

Solution requirements (required) Constraints/Maximizations Dimensions of service quality reliability, tangibles, responsiveness, assurance, empathy Dimensions of product quality performance, features, reliability, conformance, durability, serviceability, aesthetics, perceived quality, convenience Who/What/When/Where/Why/How

Develop Alternatives

3|Page Need more space? Staple a blank page and run free!

Evaluate Alternatives, Develop Recommendation

(Required) Scope trimmer
(delete everything not explicitly in scope statement)

Backup solution

Plan
Solution fits budg & constraints? Y N (If N, scrap) Subgoals / subgoals set at appropriate difficulty? Skills & knowledge needed Contingency Plan

Design QA System (Required

(Required) Forecast revenues & costs of proj & implem solution (Required) Design QA tests/criteria 4|Page Need more space? Staple a blank page and run free!

Implement

Perform along with plan

QA Performed
(Required) Check that all requirements completed

Reference: People Tools (Sales/Negot/Stakeh)

Evaluate, Leverage, and Close

Compile actuals on front page Successful solution found? Y N

(Required) Ex Post Facto - Write out the process I would use for next time (Required) Scan all project documents and store them in my files for reference

5|Page Need more space? Staple a blank page and run free!

6|Page Need more space? Staple a blank page and run free!