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Project Initiation and Scoping

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

Published in: Business, Technology

Project Initiation and Scoping

  1. 1. Project Initiation & Scoping “ Simple ideas for successful project initiations” by Ciprian Rusen
  2. 2. Initiation & Scoping = nature and scope of your project
  3. 3. Superficial Initiation & Scoping = a failed project
  4. 4. <ul><li>Superficial = </li></ul><ul><li>Initiation & Scoping </li></ul><ul><li>Scope creep Rework Overspending </li></ul><ul><li>Unrealistic plans </li></ul>
  5. 5. <ul><li>Thorough = </li></ul><ul><li>Initiation & Scoping </li></ul><ul><li>Clear Scope Less Rework Clear Budgets </li></ul><ul><li>Realistic plans </li></ul>
  6. 6. <ul><li>How to </li></ul><ul><li>successfully initiate </li></ul><ul><li>a project? </li></ul>
  7. 7. <ul><li>Create a great Project Charter! </li></ul>a.k.a. Project Establishment Project Initiation
  8. 8. <ul><li>follow these simple 8 steps … </li></ul>
  9. 9. <ul><li>Purpose & Business </li></ul><ul><li>need </li></ul>Step 1
  10. 10. <ul><li>Investigate </li></ul><ul><li>Current State </li></ul><ul><li>Key Issues/Needs </li></ul><ul><li>Ideal State </li></ul>
  11. 11. <ul><li>Write the Project Objective </li></ul><ul><li>how to go from the current state </li></ul><ul><li>to the desired state </li></ul>
  12. 12. <ul><li>“ TO:” –> What? </li></ul><ul><li>“ In a way that:” –> How? </li></ul><ul><li>“ So that:” –> Why? </li></ul>Write the Project Objective
  13. 13. Current State Key Issues & Needs Ideal State How To Get There REMEMBER! Business Need Project Objective
  14. 14. <ul><li>Identify Sponsor & Board </li></ul>Step 2
  15. 15. <ul><li>Who will benefit the most? </li></ul><ul><li>Who can give you the budget? </li></ul><ul><li>Who can remove roadblocks? </li></ul><ul><li>Who can play an active role? </li></ul>Sponsor!
  16. 16. <ul><li>With whom do I need to work with? </li></ul><ul><li>(both internally & externally) </li></ul><ul><li>Who can commit resources ? </li></ul><ul><li>Who can remove roadblocks? </li></ul>Board Members!
  17. 17. Who will benefit the most? With whom do I need to work with? REMEMBER! Identify Sponsor & Board!
  18. 18. <ul><li>Project Scope </li></ul>Step 3
  19. 19. <ul><li>What WILL and… </li></ul><ul><li>What WILL NOT be delivered? </li></ul>
  20. 20. <ul><li>CRITICAL !!! </li></ul>nice to have Separate!
  21. 21. <ul><li>Be very specific! </li></ul>
  22. 22. <ul><li>Key deliverables </li></ul><ul><li>Business units </li></ul><ul><li>Geographies </li></ul><ul><li>Locations </li></ul><ul><li>Interfaces </li></ul><ul><li>… </li></ul>Document!
  23. 23. What WILL and WILL NOT be delivered? Critical vs. nice to have REMEMBER! Project Scope!
  24. 24. <ul><li>Benefits & Value Creation </li></ul>Step 4
  25. 25. <ul><li>How it will be calculated? </li></ul>
  26. 26. <ul><li>Focus on Tangible Benefits </li></ul><ul><li>Document also Intangible Benefits </li></ul>
  27. 27. <ul><li>Cost/ Working Capital Reduction </li></ul><ul><li>Revenue / Profit Increase </li></ul><ul><li>Shipment/ Share Growth </li></ul><ul><li>Improved Efficiency </li></ul>Tangible!
  28. 28. <ul><li>Legal & Regulatory Requirements </li></ul><ul><li>Improved Customer Satisfaction </li></ul><ul><li>Increased Visibility </li></ul><ul><li>Improved Collaboration </li></ul>Intangible!
  29. 29. Align on Targets
  30. 30. How to Calculate? Tangible & Intangible Align Targets REMEMBER! Value Creation!
  31. 31. <ul><li>Success Criteria and Measures </li></ul>Step 5
  32. 32. <ul><li>Specific </li></ul>
  33. 33. <ul><li>Measurable & Observable </li></ul>
  34. 34. <ul><li>Appropriate </li></ul>
  35. 35. <ul><li>Realistic & Attainable </li></ul>
  36. 36. <ul><li>Time-bound </li></ul>
  37. 37. S pecific M easurable A ppropriate R ealistic T ime-bound REMEMBER! Success Criteria!
  38. 38. <ul><li>Identify Constraints </li></ul>Step 6
  39. 39. <ul><li>Resources </li></ul><ul><li>Time </li></ul><ul><li>Competing Projects </li></ul><ul><li>Sequence </li></ul><ul><li>Technology </li></ul><ul><li>Vendors </li></ul><ul><li>Processes & Methodologies </li></ul>Think!
  40. 40. <ul><li>Resources </li></ul><ul><li>Competing Projects </li></ul>Think!
  41. 41. <ul><li>Document Assumptions </li></ul>Step 7
  42. 42. <ul><li>“ The act of taking something for </li></ul><ul><li>granted, or something taken for </li></ul><ul><li>granted.” </li></ul>
  43. 43. <ul><li>Ask for </li></ul><ul><li>feedback </li></ul><ul><li>& Get Sign Off </li></ul>Step 8
  44. 44. <ul><li>Get feedback </li></ul><ul><li>from </li></ul><ul><li>sponsor, board, </li></ul><ul><li>stakeholders </li></ul>
  45. 45. <ul><li>Get Sign Off </li></ul>
  46. 46. Constraints Assumptions Feedback Sign Off REMEMBER!
  47. 47. <ul><li>What have you learned today? </li></ul>
  48. 48. <ul><li>You can successfully initiate </li></ul><ul><li>a project! </li></ul>
  49. 49. <ul><li>Create a great Project Charter! </li></ul>a.k.a. Project Establishment Project Initiation
  50. 50. Purpose Sponsor & Board Scope Value Creation Success Criteria Constraints Assumptions Feedback & Sign Off REMEMBER!
  51. 51. Created by…

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