6 Steps from Project Scope to Schedule with MindGenius

Copyright © 2013 MindGenius Ltd

6 Steps from Project Scope to Schedule with MindGenius

In today’s competitive environment, project teams are pressured to

deliver projects faster while maintaining quality. During a project, the

team defines the project scope and develops a project schedule to

determine project duration and costs. The process of translating project

scope into an actionable task can be a tedious one. Project managers are

often looking for accelerators to improve project delivery and lessen the

administrative burden. MindGenius solves this problem by providing an

easy transition from project scope to an actionable project schedule in 6 easy steps.

Step 1. Brainstorm the project scope

Conducting a brainstorming session to gather requirements and organizing the ideas into a mind

map is an excellent way to define project scope. In Figure 1, MindGenius was used to collect and

organize project requirements for a training website. Developing a new website will require course

catalog content, payment methods, web-based courses and the underlying technical architecture.

Sales and marketing plans also need to be implemented. MindGenius takes the results of a

brainstorming session and easily organizes thoughts and ideas to help project teams think visually.

Figure 1 Brainstorm Project Scope

Formal project management organizations often use a work breakdown structure (WBS) to define

the scope. Using MindGenius, project managers can switch from the organic brainstorm map

diagram to a structured work breakdown structure format with a click on the button.

In MindGenius, Select Home - Map Layouts and select the affinity map layout to change the map

layout (Figure 2).


Figure 2 WBS

Step 2. Assign task dependencies in the Gantt Chart view

The next step is to assign dependencies between the tasks in the work breakdown structure. Select

Tasks - Gantt View from the MindGenius navigation bar. The mind map will turn into the classic

Gantt Chart. In the Predecessors column, enter the task number of the preceding tasks. The Gantt

Chart will adjust based on the task dependencies (Figure 3).

Figure 3 Gantt Chart Sequencing

Tasks can be added, removed and moved throughout the task outline. Any change to the tasks in

this view will also be reflected in the mind map view. MindGenius creatively allows project managers


to work with the data in the view that makes the most sense for the job. Users don’t have to worry

about data loss as the various views use the same underlying set of data.

Step 3. Estimate task duration

Once tasks have been defined and put into the proper sequence, the next step is to estimate the

duration of the tasks. Task durations are expressed in either days or hours. MindGenius also

supports effort based estimates using the Work field in the Tasks navigation menu. Double clicking

on any task will allow the user to adjust a variety of task parameters include start dates, finish dates,

milestones and costs.

Figure 4 Duration Estimation

Step 4. Assign resources to tasks

MindGenius enables project managers to define their project team in the tool and assign them to

specific tasks. Double click on the Resource column and select Edit Resource List. Figure 5 provides a

dialogue box for the project manager to add team members to the project.


Figure 5 Define the project team

Once the team is defined, the team member can be assigned to a specific task by clicking on the

check box (Figure 6). Multiple team members can be added although a best practice is to define the

tasks at a detailed level so only one team member is assigned. This allows the project manager to

track the specific work and team member progress throughout the project.

Figure 6 Assign team members to tasks

In Figure 7, the project schedule has team members assigned to each task. MindGenius appends

each name to the Gantt Chart for easy tracking.


Figure 7 Assign Resources in Gantt View

The project manager can switch back to the mind map view by selecting the Gantt - Return to Map

button. The result is the WBS view with assigned resources, date icons and progress indicators

(Figure 8).

Figure 8 Resource Assignment Map View

Step 5. Create a Resource Map and filter for Resource Assignments

The next step demonstrates MindGenius’s unique ability to create a resource mind map view of

project team assignments. Once the project schedule is developed, project team members need to

know their specific tasks. By selecting the Task - Create Resource Map button, MindGenius will

create a mind map that organizes the tasks by resource. Using the Map Explorer in the left window

pane, the project manager navigates and filters the map by resource to see resource tasks.


Figure 9 Resource Map

Each individual resource map can be exported and distributed to each team member. By capturing

the assignments visually, project team members have an easier time understanding their full scope

of work.

Step 6. Export to Microsoft Project for detailed schedule development (optional)

If this is a small project, the team can continue to use MindGenius to manage the schedule. If it is a

larger project that requires detailed scheduling and refinement, the entire mind map can be

exported to Microsoft Project.

Select Export - Microsoft Project from the navigation bar and the MindGenius map will be exported

to Microsoft Project. MindGenius was built to integrate intelligently with Microsoft Project rather

than replace Microsoft Project entirely. Task data including milestones, start, finish dates, resources

and costs will all easily export to the Microsoft Project schedule.

Figure 10 MS Project Export


In 6 easy steps, project managers can define project scope and generate a meaningful project

schedule within a single tool. MindGenius provides project managers with visual tools for effective

communication, problem solving and strategic planning. For a free 30 day trial, visit

http://www.mindgenius.com

http://www.mindgenius.com/

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6 Steps from Project Scope to Schedule with MindGenius