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Project Initiation and Scoping

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Information about Project Initiation and Scoping
Business & Mgmt

Published on February 14, 2009

Author: ciprian

Source: slideshare.net

Description

Simple ideas for successful project initiations.
Handouts and more information can be found here:
http://corporategeek.info/Project-Initiation-Scoping
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Project Initiation & Scoping “ Simple ideas for successful project initiations” by Ciprian Rusen

Initiation & Scoping = nature and scope of your project

Superficial Initiation & Scoping = a failed project

Superficial = Initiation & Scoping Scope creep Rework Overspending Unrealistic plans

Superficial =

Initiation & Scoping

Scope creep Rework Overspending

Unrealistic plans

Thorough = Initiation & Scoping Clear Scope Less Rework Clear Budgets Realistic plans

Thorough =

Initiation & Scoping

Clear Scope Less Rework Clear Budgets

Realistic plans

How to successfully initiate a project?

How to

successfully initiate

a project?

Create a great Project Charter! a.k.a. Project Establishment Project Initiation

Create a great Project Charter!

follow these simple 8 steps …

follow these simple 8 steps …

Purpose & Business need Step 1

Purpose & Business

need

Investigate Current State Key Issues/Needs Ideal State

Investigate

Current State

Key Issues/Needs

Ideal State

Write the Project Objective how to go from the current state to the desired state

Write the Project Objective

how to go from the current state

to the desired state

“ TO:” –> What? “ In a way that:” –> How? “ So that:” –> Why? Write the Project Objective

“ TO:” –> What?

“ In a way that:” –> How?

“ So that:” –> Why?

Current State Key Issues & Needs Ideal State How To Get There REMEMBER! Business Need Project Objective

Identify Sponsor & Board Step 2

Identify Sponsor & Board

Who will benefit the most? Who can give you the budget? Who can remove roadblocks? Who can play an active role? Sponsor!

Who will benefit the most?

Who can give you the budget?

Who can remove roadblocks?

Who can play an active role?

With whom do I need to work with? (both internally & externally) Who can commit resources ? Who can remove roadblocks? Board Members!

With whom do I need to work with?

(both internally & externally)

Who can commit resources ?

Who can remove roadblocks?

Who will benefit the most? With whom do I need to work with? REMEMBER! Identify Sponsor & Board!

Project Scope Step 3

Project Scope

What WILL and… What WILL NOT be delivered?

What WILL and…

What WILL NOT be delivered?

CRITICAL !!! nice to have Separate!

CRITICAL !!!

Be very specific!

Be very specific!

Key deliverables Business units Geographies Locations Interfaces … Document!

Key deliverables

Business units

Geographies

Locations

Interfaces



What WILL and WILL NOT be delivered? Critical vs. nice to have REMEMBER! Project Scope!

Benefits & Value Creation Step 4

Benefits & Value Creation

How it will be calculated?

How it will be calculated?

Focus on Tangible Benefits Document also Intangible Benefits

Focus on Tangible Benefits

Document also Intangible Benefits

Cost/ Working Capital Reduction Revenue / Profit Increase Shipment/ Share Growth Improved Efficiency Tangible!

Cost/ Working Capital Reduction

Revenue / Profit Increase

Shipment/ Share Growth

Improved Efficiency

Legal & Regulatory Requirements Improved Customer Satisfaction Increased Visibility Improved Collaboration Intangible!

Legal & Regulatory Requirements

Improved Customer Satisfaction

Increased Visibility

Improved Collaboration

Align on Targets

How to Calculate? Tangible & Intangible Align Targets REMEMBER! Value Creation!

Success Criteria and Measures Step 5

Success Criteria and Measures

Specific

Specific

Measurable & Observable

Measurable & Observable

Appropriate

Appropriate

Realistic & Attainable

Realistic & Attainable

Time-bound

Time-bound

S pecific M easurable A ppropriate R ealistic T ime-bound REMEMBER! Success Criteria!

Identify Constraints Step 6

Identify Constraints

Resources Time Competing Projects Sequence Technology Vendors Processes & Methodologies Think!

Resources

Time

Competing Projects

Sequence

Technology

Vendors

Processes & Methodologies

Resources Competing Projects Think!

Resources

Competing Projects

Document Assumptions Step 7

Document Assumptions

“ The act of taking something for granted, or something taken for granted.”

“ The act of taking something for

granted, or something taken for

granted.”

Ask for feedback & Get Sign Off Step 8

Ask for

feedback

& Get Sign Off

Get feedback from sponsor, board, stakeholders

Get feedback

from

sponsor, board,

stakeholders

Get Sign Off

Get Sign Off

Constraints Assumptions Feedback Sign Off REMEMBER!

What have you learned today?

What have you learned today?

You can successfully initiate a project!

You can successfully initiate

a project!

Create a great Project Charter! a.k.a. Project Establishment Project Initiation

Create a great Project Charter!

Purpose Sponsor & Board Scope Value Creation Success Criteria Constraints Assumptions Feedback & Sign Off REMEMBER!

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