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1
2.2 Developing the Project Charter and Baseline
Project Plan
Chapter 2:
Phases of Information Systems
Project Management
2
Content
 The relationship between business case and project plan
 Project Management Processes and ITPM Phases
 Project Integration Management
 Project Charter
 Purpose of the Project Charter
 What Should be in a Project Charter?
 Project Charter Template
 Project Planning Framework
 The Kick-Off Meeting
 A Project Manager’s Work Flow
 Summary
3
The relationship between business
case and project plan
 A business case is just like a proposal for the project. There
are several situations:
 As a project manager, you need to propose the idea how to carry out the project.
 You are requested by your client to propose a business case for further consideration
of contract.
 You are going to provide suggestions to your boss, which is an active contribution to
your company
 Once the business case (proposal) is approved, you need to
document and plan the project for the execution.
 You focus on one of the alternatives that is the best among all and also accepted by
persons who reviewed and approved the business case. So MOV will be based on
this scheme.
 You will consider how to carry out the project. So you need to take into account all
possible exceptions and the resolutions to deal with them.
 Just like a newly-born baby, you need to give the project a name, identification
(SSN), etc.
 In particular, project administration is the key portion in a project plan.
4
Project Management Processes and
ITPM Phases
5
Project Management Process…
 Project Management Process Groups
 Initiating
 Planning
 Executing
 Controlling
 Closing
6
Project Integration Management
7
Project Integration Management…
 Project Plan Development
 Constraints and Assumptions
 Tools, such as Microsoft Project
 Project Plan Execution
 Work authorization system
 Status review meetings
 Overall Change Control
 ensure process in place to evaluate the value of proposed
change
 determine whether accepted change has been implemented
 include procedures for handling emergencies
 help project manager manage change
8
Purpose of the Project Charter
 Document the project MOV
 Define project infrastructure
 Summarize details of project plan
 Define roles and responsibilities
 Show explicit commitment to project
 Set out project control mechanisms
9
What Should be in a Project Charter?
 Project Identification
 Project Stakeholders
 Project Description
 Measurable Organizational Value (MOV)
10
What Should be in a Project Charter?...
 Project Scope
 Project Schedule
 Project Budget
 Quality Issues
 Resources
11
What Should be in a Project Charter?...
 Assumptions and Risks
 Project Administration
 Acceptance and Approval
 References
 Terminology
12
Project Charter Template
13
Project Planning Framework
14
Project Planning Framework…
 The MOV
 Define the Project’s Scope
 Initiation
 Planning
 Definition
 Verification
 Change Control
15
Project Planning Framework…
 Subdivide the Project into Phases
 These are lower level phases differing from the
five phases for the project at the higher level
 Tasks-Sequence, Resources, and Time
Estimates
 Sequence
 Resources
 Time
 Schedule and Budget-The Baseline Plan
16
The Kick-Off Meeting
 Officially starts the work on the project
 Brings closure to the planning phase
 Communicates to all what the project is about
 Energizes stakeholders
 Engenders positive attitudes
17
A Project Manager’s Work Flow
Business Case
Project plan
Report & presentation
Approved?
Goal
Y
N
Exit
Project admin and control:
Human resource, budget, quality
Risk, organizational issues, etc.
Project evaluation
Project Manager
Supervisor &
Stakeholder
Subject matter experts
Technical experts
Kickoff
meeting
Sign the Charter
18
Summary
 Describe the five project management processes and how
they support each phase of the project life cycle.
 Define the project management knowledge area called
project integration management and describe its role in
project plan development, project plan execution, and overall
change control.
 Develop a project charter and describe its relationship to the
project plan.
 Identify the steps in the project planning framework
introduced in this chapter and describe how this framework
links the project’s measurable organizational value (MOV) to
the project’s scope, schedule, and budget.

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Developing Project Charter Baseline Plan

  • 1. 1 2.2 Developing the Project Charter and Baseline Project Plan Chapter 2: Phases of Information Systems Project Management
  • 2. 2 Content  The relationship between business case and project plan  Project Management Processes and ITPM Phases  Project Integration Management  Project Charter  Purpose of the Project Charter  What Should be in a Project Charter?  Project Charter Template  Project Planning Framework  The Kick-Off Meeting  A Project Manager’s Work Flow  Summary
  • 3. 3 The relationship between business case and project plan  A business case is just like a proposal for the project. There are several situations:  As a project manager, you need to propose the idea how to carry out the project.  You are requested by your client to propose a business case for further consideration of contract.  You are going to provide suggestions to your boss, which is an active contribution to your company  Once the business case (proposal) is approved, you need to document and plan the project for the execution.  You focus on one of the alternatives that is the best among all and also accepted by persons who reviewed and approved the business case. So MOV will be based on this scheme.  You will consider how to carry out the project. So you need to take into account all possible exceptions and the resolutions to deal with them.  Just like a newly-born baby, you need to give the project a name, identification (SSN), etc.  In particular, project administration is the key portion in a project plan.
  • 5. 5 Project Management Process…  Project Management Process Groups  Initiating  Planning  Executing  Controlling  Closing
  • 7. 7 Project Integration Management…  Project Plan Development  Constraints and Assumptions  Tools, such as Microsoft Project  Project Plan Execution  Work authorization system  Status review meetings  Overall Change Control  ensure process in place to evaluate the value of proposed change  determine whether accepted change has been implemented  include procedures for handling emergencies  help project manager manage change
  • 8. 8 Purpose of the Project Charter  Document the project MOV  Define project infrastructure  Summarize details of project plan  Define roles and responsibilities  Show explicit commitment to project  Set out project control mechanisms
  • 9. 9 What Should be in a Project Charter?  Project Identification  Project Stakeholders  Project Description  Measurable Organizational Value (MOV)
  • 10. 10 What Should be in a Project Charter?...  Project Scope  Project Schedule  Project Budget  Quality Issues  Resources
  • 11. 11 What Should be in a Project Charter?...  Assumptions and Risks  Project Administration  Acceptance and Approval  References  Terminology
  • 14. 14 Project Planning Framework…  The MOV  Define the Project’s Scope  Initiation  Planning  Definition  Verification  Change Control
  • 15. 15 Project Planning Framework…  Subdivide the Project into Phases  These are lower level phases differing from the five phases for the project at the higher level  Tasks-Sequence, Resources, and Time Estimates  Sequence  Resources  Time  Schedule and Budget-The Baseline Plan
  • 16. 16 The Kick-Off Meeting  Officially starts the work on the project  Brings closure to the planning phase  Communicates to all what the project is about  Energizes stakeholders  Engenders positive attitudes
  • 17. 17 A Project Manager’s Work Flow Business Case Project plan Report & presentation Approved? Goal Y N Exit Project admin and control: Human resource, budget, quality Risk, organizational issues, etc. Project evaluation Project Manager Supervisor & Stakeholder Subject matter experts Technical experts Kickoff meeting Sign the Charter
  • 18. 18 Summary  Describe the five project management processes and how they support each phase of the project life cycle.  Define the project management knowledge area called project integration management and describe its role in project plan development, project plan execution, and overall change control.  Develop a project charter and describe its relationship to the project plan.  Identify the steps in the project planning framework introduced in this chapter and describe how this framework links the project’s measurable organizational value (MOV) to the project’s scope, schedule, and budget.