A12. Update the PMIS

This activity is part of the Cycle Planning. Each cycle is a month, and starts by detailing the high-level plan created in the Preparation for the upcoming month. This section shouldn't take more than 3 days.

Each month starts with a quick refinement of the plans. P3.express uses a gradual planning process: a high-level plan is created in the Preparing section, and then more details added every month, to show exactly what we’re going to do in the upcoming month.

It’s best for the Project Manager and the PM Support to facilitate workshops for the key team members to contribute to planning, or even handle the whole planning with the minimum required supervision.

These are the steps you need to take in this activity:

  1. Check the direction of the project with the Sponsor
  2. Check the Configuration Map and see if it’s required to break down some of the building blocks that will be the subject of the upcoming month.
  3. Reflect the Configuration Map changes into the WBS of the Schedule Model and the Project Files Directory (the directory can have fewer levels than the map).
  4. Try to find more risks that may affect the project in the next month, and capture them in the RIC Register.
  5. Plan, or refine the existing plans of the items in the RIC Register, especially those that may affect the work in the upcoming month.
  6. Add more details to the parts of the Schedule Model that will be executed during the upcoming month.
  7. Save a new Baseline for the Schedule Model, and adjust the planned values in the Progress Register if required.
  8. Revise the Business Case

When there are external suppliers, all A12 activities should be aligned, and done in the same time.

P3.express uses a form of planning called Manage by Stages, or Rolling-Wave Planning. While it has its own advantages, there’s a risk that you will be focused only on the short-term, and do not pay enough attention to the risks that may happen later. Sometime it’s too late to proactively control a risk right before the time it may happen. Remember that risk management is about the whole project.


  • A01. Appoint the Sponsor
  • A02. Prepare the Project Summary
  • A03. Appoint the Project Manager
  • A04. Set up the PMIS
  • A05. Appoint the rest of the team
  • A06. Populate the PMIS
  • A07. [Select suppliers and agree on the Supplier PMs]
  • A08. Preparation Audit
  • A09. Go/No-Go
  • A10. Project kick-off
  • A11. Focused Communication

Cycle Planning

  • A12. Update the PMIS
  • A13. [select suppliers and agree on the Supplier PMs]
  • A14. Go/No-Go
  • A15. Cycle kick-off
  • A16. Focused Communication

Weekly Activities

  • A17. Measure and report performance
  • A18. Manage deviations
  • A19. Weekly kick-off
  • A20. Weekly Audit
  • A21. Focused Communication

Daily Activities

  • A22. Capture RICs
  • A23. React to RICs, based on Delegation Limits
  • A24. Accept completed products from the Team Leaders and Supplier PMs

Cycle Closing

  • A25. Evaluate the customer and team satisfaction
  • A26. Plan for improvements
  • A27. Focused Communication


  • A28. Receive approval and hand over the product
  • A29. Handover the Business Case to the responsible person
  • A30. Evaluate the customer and team satisfaction
  • A31. Closing Audit
  • A32. Archive the PMIS
  • A33. Celebrate and announce closure
  • A34. Focused Communication


  • A35. Check the Business Case and evaluate the benefits
  • A36. Design additional activities if required
  • A37. Focused Communication


About PMIS elements (documents)

  • A04. Set up the PMIS
  • A06. Populate the PMIS

About Roles (people)

  • A05. Appoint the rest of the team

About Planning

  • A06. Populate the PMIS
  • A12. Update the PMIS