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5 Common Scheduling Mistakes (And What To Do Instead)

5 Common Scheduling Mistakes (and What to do Instead)

I’m glad to be partnering with Resource Guru to bring you this article.

When I was researching Shortcuts to Success: Project Management in the Real World I came across a multitude of studies on how projects run late. The headline figures are often impressive, but it’s harder to find research into why scheduling doesn’t go to plan.

In my experience, there are some very common reasons for project schedules turning out to be unreliable. Here are 5.

Mistake #1: Not Having Enough Milestones

The frequency of milestones on your schedule is pretty much down to personal choice. I know project managers who use them for the large ‘moments’ on a project such as:

  • The end of a project stage
  • Major interim delivery dates
  • The beginning of a new phase

Others use them to mark the end of every week.

It’s important to have enough, but every 5 days is silly.

Milestones are predominantly a tool for schedule control and monitoring. They are the points that you can easily track. You can quickly and visually see if you schedule is going off track. If you don’t have enough, your reporting is so much harder.

What to do instead: Make sure that your milestones are spread evenly throughout the project so that you’ve got regular check in points.

Mistake #2: Not Considering Resource Availability

Your schedule looks beautiful. You’ve got milestones at sensible points and you haven’t made any of the other common scheduling mistakes that could trip you up but…

When you come to actually do the work the people aren’t available.

You must take resource availability into account when planning your upcoming tasks. This is the single biggest cause of unforeseen delays in my experience. People go on holiday, they have training courses booked. They get married and take 3 weeks off for their honeymoon. And on one notable occasion, one of my team discovered woodworm in his house and didn’t come into work the next day (or for quite a while after that) as he was busy saving his stuff and relocating his family into a house that wasn’t going to collapse on them.

What to do instead: You need a solution for managing time off, like Resource Guru’s leave management system.

It helps team leaders know when the busy times will be so that they don’t approve time off when an individual is needed for something critical. It means they don’t approve leave for that person’s deputy at the same time (oh yes, that happens too! Then there’s literally no one to do the work).

For project managers, having visibility about time off gives you confidence that your schedule will actually work and that people will be around to do their tasks.

Plus, a culture of sharing leave dates is good. Project managers don’t normally get to approve people’s holidays but knowing about them makes the difference between a frustrating Monday morning and a productive one.

Resource Guru scheduling app

This is how easy Resource Guru makes scheduling time off

Mistake #3: Not Using Baselines

It’s a bit awkward to include this one because when I first started out as a project manager I didn’t use baselines. I just saved a copy of my plan with a different name practically every time I updated it.

I thought ‘baseline’ was like ‘backup’. I could have done a line by line comparison of a previous version to the current version, but that was when I had smaller plans. The thought of having to manually track the differences between two MS Project files today with the amount of lines I have… No thanks.

If you don’t use baselines you can’t easily compare your current schedule to what you said you were going to do. Projects evolve and it’s highly unlikely that your schedule at the end is going to look like it did on Day 1.

Sometimes looking back is a bit pointless. What’s happened has happened. But it can help for lessons learned sessions and general monitoring and control purposes.

What to do instead: Save a new baseline every time a major schedule change is approved. You don’t need one every day for the small stuff but if a change goes through change control and has a schedule impact that’s a good sign that it is worth taking a new baseline.

Mistake #4: Not Keeping It Current

Recently I opened my project schedule and nearly fell off my chair. I couldn’t believe it was so long since I had last updated it.

Between then and the previous update we’d been doing loads of work. I’d been managing off task lists. Everything was on track and moving in the right direction, as far as it could be with the complexities of the work. But the plan! That needed a few hours.

If you don’t keep your schedule current you can’t react to new things – like the implications of someone suddenly going off sick. Your dates aren’t a reflection on reality.

And if you tell me that nothing changes on your schedule from one month to the next apart from marking tasks as 100% complete then I’ll tell you either you are a better project manager than me or you don’t have enough detail on your schedule.

What to do instead: Wednesdays are my schedule updating days. Pick a regular time that works for you and stick to it. Keep your plans current and as close to accurate in real time as you can. All your other systems will benefit if you do.

Mistake #5: Not Scheduling Together

When you schedule in isolation you don’t have all the facts.

It’s that simple. You are a project manager; you don’t know what order the servers need to be built in or how long it takes. (Even if you do, you won’t know how long it will take that person to do it this time.)

If you don’t involve your team in the planning, your schedule is basically fiction. No one is committed to anything. No one will trust any of your dates and you’ll have trouble delivering against it.

What to do instead: You’re going to have to redo the fictional schedule again anyway, so why not start with a version that involves real data and real estimates from your colleagues and team?

Collaboration was one of my 2017 Trends to Watch. I even wrote a book chapter about how to cope when your team doesn’t believe in the plan because you’d put it all together by yourself. Work as a team and build a schedule that everyone can commit to and believe in.

Is anyone prepared to admit to any scheduling mistakes? Let us know in the comments if you are!

5 Common Scheduling Mistakes (and What to do Instead)

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About Elizabeth Harrin

Elizabeth HarrinElizabeth Harrin FAPM is a professional project manager and award-winning blogger behind A Girl's Guide To Project Management. She's passionate about demystifying project management and making tools and techniques work in the real world. She's also the author of several books including the PMI bestseller, Collaboration Tools for Project Managers.
Elizabeth lives in the UK with her family. She uses her organisation and project management skills at home, and also to help other bloggers at Totally Organised Blogging.

Comments

  1. Sumita says

    26 May, 2017 at 7:25 pm

    I need more info on base lining the project. I do baseline the Robert however when things are late I need to know how to show this on the schedule. Should I update the end date but do not rebaseline , that way I can show that it was suppose to get done on this date but due date is now different?

    • Elizabeth Harrin says

      28 May, 2017 at 3:59 pm

      Hi Sumita. Baseline the project. Then update the schedule accordingly. If you are within your agreed tolerances you won’t need to get approval to make any date changes. I would only rebaseline when there is a significant change to the end date, one that requires you to get approval. You report the difference against baseline in your normal project reporting. Hope that helps!

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