An implementation Plan can be used to plan the activities. It is similar to a project plan where you can enter the activities to be performed, specify the start and due dates, and determine if the implementation plan is being executed per the original plan. If any activities are behind schedule, then actions can be taken to bring them back on schedule.
This tool can be added to your active workbook by clicking on Project and then selecting Project Plans > Implementation Plan.
Inputs
Click on Analysis Setup to open the menu options for this tool.
Setup
A sample screenshot of the setup menu is shown below.
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Num Rows: Specify the number of tasks in your plan. This information is used to reformat your worksheet and create a table for data entry. Note that any data below this table will be cleared.
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Highlight Rows: In this dialog box, specify if you want to highlight rows that are behind the plan.
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View Example:
Click on this button to open the example file. You can view the example to get an idea of how to fill out this tool, or you can use the example as a starting point and modify it to meet your project needs.
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Help Button: Click on this button to open the help file on this topic.
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Cancel Button: Click on this button to exit without saving any changes.
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Create Design:
If this is your first time using this template, click on this button to format the worksheet template. You can also update the worksheet format any time, but remember that you may lose any data entered on this worksheet.
Once you are happy with the worksheet template layout, you must enter any required data on the worksheet. When the data entered into the worksheet is complete, you can click on Analysis Setup and then Compute Outputs to generate analysis results.
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Analyze Design:
Click on this button to save all changes and compute the outputs for this analysis. Review the results of your analysis and make changes to your inputs if required to update analysis results.
Worksheet
Specify the following information on the worksheet:
Enter the information on the worksheet, such as the action items, the person(s) responsible for the action items, the start date, and the due date for each action item.
Periodically update the status of the implementation plan by entering the status from one of the following options: TBA, Assigned, Pending, Started, WIP, Completed, or Canceled.
Verify
If you click the Verify button, the software will perform some checks on the data you entered. A sample screenshot of the dialog box is shown in the figure below.
The software checks if you have correctly specified the input options and entered the required data on the worksheet. The results of the analysis checks are listed on the right. If the checks are passed, they are shown as green-colored checkmarks. If the verification checks fail, they are shown as a red-colored cross. If the verification checks result in a warning, they are shown in the orange exclamation mark, and finally, any checks that are required to be performed by the user are shown as blue info icons.
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Item:
The left-hand side shows the major tabs and the items checked within each section
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Status:
The right-hand side shows the status of the checks.
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Overall Status:
The overall status of all the checks for the given analysis is shown here. The overall status check shows a green thumps-up sign if everything is okay and a red thumps-down sign if any checks have not passed. Note that you cannot proceed with generating analysis results for some analyses if the overall status is not okay.
Outputs
Click on Compute Outputs to update the output calculations. A sample screenshot of the worksheet is shown below.
The conclusions from this analysis are listed in the Conclusion area. It shows the number of activities on schedule and the number behind schedule.
If there are no error messages, the following sample message is displayed.
Notes
Here are a few pointers regarding this analysis:
This worksheet is a straightforward format that can be used for projects that are relatively simple to implement and do not require project management software, which will add considerable overhead to the planning and execution.