Strategy Overview and Project Management Process

1. Strategic Initiatives Process
Initiation Planning Execution Exit

2. Strategic Priorities Assessment
Strategic Priorities Grid
Outcomes
100 Alliance Management
Business Management
Ambassador/Business Support
Volunteer Management
80 Intern Management
CRM Application
CRM Application
60
Value
Social Networking Application
Church Direct Solicitations
Donor Management
40 Donor Special Projects Giving Application
Education SO
Medical Clinic SO
SO Intel Knowledge Application
20 Community Enablement Development
Microfinance
Microfranchise
0 Business Incubator
Opportunity Mgmt
0 20 40 60 80 100 Mergers and Acquisitions
Ability to Execute
2

3. Project Context – What and Who will be involved
Organizational
Domain
• Organization
Initiative • Organization
• Stakeholders • Goals • Stakeholders
• Clients • Objectives • Clients
• Requirements
Inputs Output

4. Project Process/Deliverables
Deliverables Definitions:
1. Business Case – business justification for the project
2. Project Charter – agreement governing size and scope of project; defining
objective, scope, resources, milestones; outcomes
3. Project Plan – the operation plan; schedule; costs
4. Milestones and reports – periodic reports showing progress and challenges facing a project. PM
oversees work to deliver service; handle changes; deliver service to market
5. Project exit – Financial Audit; PM Journal-Documents assembled and filed
6. Lessons Learned – Evaluation of methodology and process components at each stage;
Stage Initiation: Planning Execution Project Exit
Concept and
Control
Activity Determine business need Identify what, Work the plan, refine, Reflection and Evaluation
whom, when work estimates and
delivery/communication
flow/cost
controls/schedules
Deliverables 1. Business Case 2. Project Charter 4. Status Reports 5. Financial Audit
3. Project Plan 6. Documents – Lessons
Learned/Metrics

5. 1. Business Case Outline
Overview Proposed Strategic Feedback
Project Details Alignment
Proposed Project The issue to be Corporate Areas for
solved Mission/Vision classification
Project Manager The goals and Corporate Goals and Decision
benefits of Objectives
undertaking the
project
Contributors The project Department Goals
objectives and Objectives
Project Objective Needs and wants Tactical Goals and
Objectives
Potential Project Project Portfolio
Scope
Risks and Impact
associated with
Project
Cost benefit analysis
ROI – return on
investment

6. 2. Planning: Project Charter Outline
CONCEPT
• Project/Table of Contents
• Executive Summary
• Project Mission Statement link to Corporate Mission
• Business Case (Deliverable 1)
– Project Strategic Goal Statement
– Statement of Context
– Cost Benefits/ROI
– Project Objectives: 4-7
– Critical Success Factors - objectives
– Critical Success Measures – high level
PLANNING
• Project Scope
- Solution Development
- Implementation/Integration
- Project Migration from pilot to ongoing
- Exclusions
• List of Relevant Risks – PEST + organizational
• List of Assumptions – PEST + organizational - alliances
• Project Constraints
• Identification of Stakeholders/Clients
• Project Team Structure
EXECUTION AND CONTROL
• Communications and Reporting
PROJECT EXIT
• Budget/Labor/Metric Analysis

7. 3. Planning – Project Management Life Cycle
• Develop Business Case and Perform Feasibility Study
• Create Project Charter
• Assemble Project Team
Initiation
• Phase Review
•Develop Project Plan
•Develop Resources
•Develop Financial Plan
•Develop Quality Plan
•Develop Risk Plan
Planning •Develop Communications Plan
•Develop Alliance Plan
•Phase Review
• Develop Work Estimates and Delivery
• Monitor and Control
Execution • Phase Review
• Project Performance and Exit Criteria
• Quality Metrics
• Performance Metrics
Project Exit • Audit/PM Process Evaluation

8. 3. Planning – Project Management Life Cycle
Work Assignment
Work Assignment
Activity
Activity
Tasks
Tasks
Sub Task (s)

9. 3. Project Schedule Chart
Weeks
Task Resource 1 2 3 4 5 6
A Tom
▲
B Jane
C Mike ►
D Carol
E Jan
F Ellen
Model: Gantt chart
Timeline: status reporting , tracking hours §, project progress

10. 4. Project Execution: Status Reports
Execute the
Project Plan
Team
Quality Assurance
Development
Accountability
Communication
Manage Team Maps
Flow
Actions/Updates
Stakeholder
Proposals for
Communication
Services/Alliances

11. 4. Monitor and Control: Status Reports
Monitor /Control
Integrated Change Verification
Control of Project Scope
Quality
Project Costs Schedules Control/Performance
Reports
Control
Proposal/Alliance Control Risks
Activities

12. 5. Project Exit – Financial Audit
Project Time Project Actuals vs.
Project Budget
Review and Accounting
Analysis Review Budget

13. 6. Exit: Project Audit
Finalize Outstanding reporting
Document Project Experience
Certification of Acceptance and Completion
Reflections on project success or failure
Evaluation: Changes to Process