Project Initiation and Scoping

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

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

How to
successfully initiate
a project?

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

follow these simple 8 steps …

Purpose & Business
need
Step 1

Investigate
Current State
Key Issues/Needs
Ideal 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

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

Identify Sponsor & Board
Step 2

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

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

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

Project Scope
Step 3

What WILL and…
What WILL NOT be delivered?

CRITICAL !!!
nice to have Separate!

Be very specific!

Key deliverables
Business units
Geographies
Locations
Interfaces
…
Document!

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

Benefits & Value Creation
Step 4

How it will be calculated?

Focus on Tangible Benefits
Document also Intangible Benefits

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

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

Align on Targets

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

Success Criteria and Measures
Step 5

Specific

Measurable & Observable

Appropriate

Realistic & Attainable

Time-bound

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

Identify Constraints
Step 6

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

Resources
Competing Projects
Think!

Document Assumptions
Step 7

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

Ask for
feedback
& Get Sign Off
Step 8

Get feedback
from
sponsor, board,
stakeholders

Get Sign Off

Constraints Assumptions Feedback Sign Off REMEMBER!

What have you learned today?

You can successfully initiate
a project!

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

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

Created by…

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Project Initiation and Scoping

by Ciprian Rusen on Feb 14, 2009

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Project Initiation and Scoping — Presentation Transcript