Schedule Development & Baseline

Purpose

The purpose of this SOP is to provide Memorres Project Managers with a standardized process for developing and approving project schedules, and for establishing schedule baselines. For lean PM teams (1–3 members), a disciplined approach to scheduling ensures that effort estimates, resources, and dependencies are translated into realistic timelines that can be monitored and controlled.

Projects often fail not because of technical challenges but due to unrealistic or poorly structured schedules. This SOP prevents that risk by mandating a structured workflow: converting WBS work packages into activities, sequencing them logically, assigning durations and resources, and identifying milestones. Once developed, the schedule baseline is approved and serves as the official benchmark for progress tracking, variance monitoring, and forecasting.

By enforcing baseline discipline, this SOP ensures sponsors, stakeholders, and delivery teams operate on a shared timeline, preventing scope creep and last-minute surprises. For Memorres, where projects run on lean resources and parallel engagements, such governance is critical for transparency, accountability, and credibility with clients.

Scope

This SOP applies to all projects managed by the Memorres Project Management Department and is mandatory during the Planning phase after the WBS & Dictionary, Effort & Duration Estimation Sheet, and Resource Plan are approved. It governs both initial schedule development and any formal baseline resets during the project lifecycle.

The scope includes:

  • Translating WBS elements into activities.
  • Sequencing activities with dependencies.
  • Assigning durations, effort, and resources.
  • Identifying milestones and critical path.
  • Securing approvals for the baseline schedule.
  • Archiving the schedule baseline in MIC.

The SOP excludes detailed task-level planning for individual contributors, which belongs to delivery teams. The Project Manager is responsible for creating and maintaining the schedule, with stakeholders providing input on sequencing and dependencies. Sponsors approve the baseline, while the PMO validates compliance with MIC standards and variance policies.

Main Section

Table 1: RACI – Schedule Development & Baseline Activities

ActivityProject ManagerSponsorStakeholdersPMOExample
Draft activity list from WBSRICIBreak WBS work packages into tasks
Sequence activitiesRICIDefine dependencies between design and dev
Assign durations & resourcesRICCMap hours from estimation sheet
Identify milestones & critical pathRICCHighlight UI sign-off milestone
Prepare baseline scheduleRICCDraft Gantt in MS Project
Review & refine with stakeholdersRIACWorkshop feedback incorporated
Approve baselineCACRSponsor signs baseline, PMO records

Table 2: Workflow – Schedule Development & Baseline

StepInputsPM ActivitiesOutputsGate CriteriaExample
1WBS & DictionaryBreak down work packages into activitiesActivity listAll WBS items representedReq Spec → Workshops
2Effort & Duration Estimation SheetAssign durations and effort to activitiesActivity duration tableEstimates align with WBS32 hrs for wireframes
3Resource Plan & Skill MapAllocate resources to activitiesResource-loaded scheduleResource conflicts resolvedDesign Lead confirmed
4Dependencies & constraintsSequence activities logicallyNetwork diagramNo missing linksDev starts after UI sign-off
5Draft activity list & dependenciesDevelop Gantt chartDraft timelineMilestones visibleMilestone: UAT start 01-Nov-2025
6Draft scheduleValidate with stakeholdersReviewed timelineNo critical conflictsSME review complete
7Reviewed schedulePresent to Sponsor/PMOApproved baseline scheduleSign-off recordedBaseline v1.0 signed 25-Sep-2025

Table 3: Quality Checklist

CriterionTestEvidenceExample
CompletenessAll WBS work packages represented as activitiesCross-check WBS vs scheduleWP-01 → Activity list
Logical sequencingDependencies correctly modeledNetwork diagram validatedDesign before development
RealismDurations align with estimates & resource availabilityEstimation sheet cross-check32 hrs matches design capacity
Critical path clarityCritical path identified and documentedHighlighted in GanttCritical path runs through UI tasks
ApprovalSponsor sign-off recordedSigned baseline in MICBaseline v1.0 signed 25-Sep-2025

Closing Note & Cross-References

The Schedule Development & Baseline SOP ensures Memorres projects operate with realistic, approved, and auditable schedules. It provides lean PM teams with a disciplined method for converting scope into timelines, validating assumptions, and creating a benchmark for monitoring and forecasting. Once approved, the baseline must be archived in MIC and referenced throughout execution.