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How do you integrate your project management with your operational planning and vice versa?

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Paul Williams, PMP, POPM

Program Manager / Project Manager expert in navigating complex cross-functional challenges, specializing in ERP, and…
Ben Needles

USINDOPACOM J2 CTO 'Everyone wants the view, but nobody wants the climb.'
Scott F.

Equipping Christians to be biblically confident culturally competent disciples of Christ.

1 What is operational planning and project management?

Operational planning is the process of defining and executing the day-to-day activities and processes that support the core functions and objectives of an organization. It involves setting short-term goals, allocating resources, monitoring performance, and making adjustments as needed. Project management is the process of initiating, planning, executing, controlling, and closing a specific and temporary endeavor that has a defined scope, budget, and timeline. It involves defining the project objectives, deliverables, tasks, roles, and risks, and managing the project team, stakeholders, and changes.

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Scott F.

Equipping Christians to be biblically confident culturally competent disciples of Christ.
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Strategic planning defines stakeholder’s intent and long term goals while also assessing impacts in current and subsequent operations. Operational planning develops the stakeholder intent into a quantifiable and achievable product. Effective planning will explore the limits of intent, identify weaknesses, and cultivate policies that ensure that project managers have an effective framework to operate within. Project management is the implementation of operational planning.

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2 Why do you need to integrate them?

Integrating your operational planning and project management can offer several advantages, such as aligning projects with strategic goals, optimizing resource utilization, improving communication and collaboration, enhancing quality and consistency of outputs, reducing costs and risks, and increasing flexibility. These benefits can help you better meet the changing needs and expectations of stakeholders.

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Ben Needles

USINDOPACOM J2 CTO 'Everyone wants the view, but nobody wants the climb.'
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Every project needs to transition. Iterating with the customer in a realistic fashion where they have buy in and influence on what right looks like greatly enhances transition when it occurs.

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Paul Williams, PMP, POPM

Program Manager / Project Manager expert in navigating complex cross-functional challenges, specializing in ERP, and SaaS CRM implementations, integrating Change Management concepts to improve adoption.
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In my experience, project effectiveness relies on adoption. Adoption relies on users and managers understanding what’s in it for them. By aligning project goals tightly to operational planning goals the WIFM is much more easily understood, and the project will be more likely to achieve the goals chartered.

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3 How do you integrate your operational planning with your project management?

In order to integrate operational planning with project management, it is essential to follow some best practices. This includes establishing a shared vision and mission for the organization and projects, identifying and prioritizing key stakeholders and their needs, defining and communicating objectives, deliverables, and success criteria. Additionally, a comprehensive and realistic operational plan and project plan that outlines the scope, schedule, budget, resources, and risks should be developed and maintained. Moreover, a common framework and tools such as a project management methodology, software or dashboard should be used for managing operations and projects. Furthermore, it is important to monitor and measure performance and progress regularly as well as review and evaluate results and lessons learned. Finally, improvements and changes should be implemented when needed.

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Paul Williams, PMP, POPM

Program Manager / Project Manager expert in navigating complex cross-functional challenges, specializing in ERP, and SaaS CRM implementations, integrating Change Management concepts to improve adoption.
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For me the key is active project sponsorship. If the operational leader is not driving the change, it will not be supported within the ranks. Also the charter should be very clear about what operational goals are being affected, who the stakeholders are, and what the expected outcome and ROI will be. Further the outcomes must be measurable, and baselined.

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4 How do you integrate your project management with your operational planning?

In order to integrate your project management with your operational planning, you need to take into account the impact of projects on operations and vice versa, as well as the interdependencies and synergies between them. Additionally, you should also consider the availability and capacity of resources for both operations and projects, and the alignment and coordination of schedules and deadlines. Based on these factors, it is essential to assess and prioritize projects and operations according to their value, urgency, and feasibility. Furthermore, resources and schedules for both operations and projects should be balanced and adjusted to avoid overloading or underutilizing them. Communication and collaboration with operational and project teams and stakeholders is also necessary to ensure clarity, alignment, and support. Lastly, it is important to manage any risks or issues that may arise from both operations and projects while leveraging any opportunities or benefits that may emerge.

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5 What are some challenges and tips for integrating them?

Integrating your operational planning and project management can be challenging, especially with limited resources, time, or experience. Common issues include a lack of alignment on the organization's vision, conflicting demands from stakeholders, inadequate processes for managing operations and projects, poor communication among teams, and resistance to change. To overcome these challenges, involve stakeholders in the planning and decision-making processes, assign clear roles and responsibilities, use a flexible and agile approach for managing operations and projects, foster trust and transparency among teams, and seek feedback for both operations and projects.

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6 Here’s what else to consider

This is a space to share examples, stories, or insights that don’t fit into any of the previous sections. What else would you like to add?

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Operational Planning

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How do you integrate your project management with your operational planning and vice versa?

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1 What is operational planning and project management?

2 Why do you need to integrate them?

3 How do you integrate your operational planning with your project management?

4 How do you integrate your project management with your operational planning?

5 What are some challenges and tips for integrating them?

6 Here’s what else to consider

Operational Planning

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How do you integrate your project management with your operational planning and vice versa?

1

2

3

4

5

6

1 What is operational planning and project management?

2 Why do you need to integrate them?

3 How do you integrate your operational planning with your project management?

4 How do you integrate your project management with your operational planning?

5 What are some challenges and tips for integrating them?

6 Here’s what else to consider

Operational Planning

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