PRINCE2 Foundation Slides - Sample

1P2F-Class-EN- v05 – PT0086
Copyright © PTCoE NV and AXELOS Limited 2017. All rights reserved.
Material in this document has been sourced from Managing Successful Projects with PRINCE2® 2017 Edition.
No part of this document may be reproduced in any form without the written permission of both the PTCoE NV and
AXELOS Limited. Permission can be requested at frank.turley@gmail.com and licensing@AXELOS.com.
PRINCE2®
Foundation Training
Created by: Frank Turley & Nader K Rad
Professional Training Centre of Excellence

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Copyright © 2009-2018 PTCoE N.V. All rights reserved.
No part of this document can be reproduced in any format without express permission of the author(s).

PRINCE2®
2017 edition
Starting
a new project
Foundation
Ver 05
PT0086

Notes
Copyright © PTCoE NV and AXELOS Limited 2017. All rights reserved. Material in this document has been
sourced from Managing Successful Projects with PRINCE2® 2017 Edition.
No part of this document may be reproduced in any form without the written permission of both the PTCoE
NV and AXELOS Limited. Permission can be requested at support@mplaza.pm and licensing@AXELOS.com.
Corporate,
Programme, or
Customer

Notes
Corporate
Programme
Customer (CPC)

Notes
Corporate
Programme
Customer (CPC)
Why?
reasons
What?
scope and quality
How much?
cost/benefits
Project mandate

Notes
Corporate
Programme
Customer (CPC) Project mandate
Executive

Notes
Corporate
Programme
Customer (CPC) Project mandate
Executive
Project Manager

Notes
Project mandate
Corporate
Programme
Customer (CPC)
Executive
Project Manager
Senior User(s) Senior Supplier(s)
Project Board

Notes
Corporate
Programme
Customer (CPC)
Pre-Project
SU
mandate
Starting up a
Project
Project
Board
Project
Manager

Notes
Corporate
Programme
Customer (CPC)
Pre-Project
SU
mandate
Why?
reasons
What?
scope and quality
How much?
cost/benefits
Who?
Project Management Team
Project
Board
Project
Manager

Notes
Corporate
Programme
Customer (CPC)
Pre-Project
SU
mandate
Why?
reasons
What?
Project Product Description
How much?
Outline Business Case
Who?
Project Management Team
Project brief
Project
Board
Project
Manager

Notes
Corporate
Programme
Customer (CPC)
Pre-Project
SU
mandate
Project
Brief
Next
Stage
Plan
Project
Board
Project
Manager

Notes
Corporate
Programme
Customer (CPC)
Pre-Project
SU
mandate
Project Brief
Stage Plan
Project
Board
Project
Manager

Notes
Corporate
Programme
Customer (CPC)
Pre-Project
SU
mandate
Project Brief
Stage Plan
Directing a Project (DP)?Project
Board
Project
Manager
1st Decision

PRINCE2®
2017 edition
Planning
The project
Foundation

Notes
Corporate
Programme
Customer (CPC)
Project
Board
Project
Manager
Pre-Project
SU
mandate
Project Brief
Stage Plan
Directing a Project (DP)?
1st Decision

Notes
Corporate
Programme
Customer (CPC)
Project
Board
Project
Manager
Pre-Project
SU
mandate
Project Brief
Stage Plan

Notes
Corporate
Programme
Customer (CPC)
Project
Board
Project
Manager
Pre-Project
SU
mandate
Project Brief
Stage Plan
Initiation Stage
IP
Initiating a
Project

Notes
Corporate
Programme
Customer (CPC)
Project
Board
Project
Manager
Pre-Project
SU
mandate
Project Brief
Stage Plan
Initiation Stage
IP
Purpose
Composition
Quality Criteria
Quality Testing
Etc.
Product Description

Notes
Corporate
Programme
Customer (CPC)
Project
Board
Project
Manager
Pre-Project
SU
mandate
Project Brief
Stage Plan
Initiation Stage
IP

Notes
Corporate
Programme
Customer (CPC)
Project
Board
Project
Manager
Pre-Project
SU
mandate
Project Brief
Stage Plan
Initiation Stage
IP
Activities
Dependencies
Estimates
Etc.

Notes
Corporate
Programme
Customer (CPC)
Project
Board
Project
Manager
Pre-Project
SU
mandate
Project Brief
Stage Plan
Initiation Stage
IP
Project
Plan

Notes
Corporate
Programme
Customer (CPC)
Project
Board
Project
Manager
Pre-Project
SU
mandate
Project Brief
Stage Plan
Initiation Stage
IP
Project Plan

Notes
Corporate
Programme
Customer (CPC)
Project
Board
Project
Manager
Pre-Project
SU
mandate
Project Brief
Stage Plan
Initiation Stage
IP
Project Plan
Outline
Business
Case
Business Case

Notes
Corporate
Programme
Customer (CPC)
Project
Board
Project
Manager
Pre-Project
SU
mandate
Project Brief
Stage Plan
Initiation Stage
IP
Project Plan
Business Case
Etc.
PID
Project Initiation Documentation

Notes
Corporate
Programme
Customer (CPC)
Project
Board
Project
Manager
Pre-Project
SU
mandate
Project Brief
Stage Plan
Initiation Stage
IP
Project Plan
Business Case
Benefits M.A.

Notes
Corporate
Programme
Customer (CPC)
Project
Board
Project
Manager
Pre-Project
SU
mandate
Project Brief
Stage Plan
Initiation Stage
IP
Project Plan
Business Case
Benefits M.A.
Registers
Risk Register
Issue Register
Quality Register

Notes
Corporate
Programme
Customer (CPC)
Project
Board
Project
Manager
Pre-Project
SU
mandate
Project Brief
Stage Plan
Initiation Stage
IP
Project Plan
Business Case
Benefits M.A.
Registers
Stage Plan

Notes
Corporate
Programme
Customer (CPC)
Project
Board
Project
Manager
Pre-Project
SU
mandate
Project Brief
Stage Plan
Initiation Stage
IP
Project Plan
Business Case
Benefits M.A.
Registers
Stage Plan
SB
Managing a
Stage
Boundary

Notes
Corporate
Programme
Customer (CPC)
Project
Board
Project
Manager
Pre-Project
SU
mandate
Project Brief
Stage Plan
Initiation Stage
IP
Project Plan
Business Case
Benefits M.A.
Registers
Stage Plan
SB

Notes
Corporate
Programme
Customer (CPC)
Project
Board
Project
Manager
Pre-Project
SU
mandate
Project Brief
Stage Plan
Initiation Stage
IP
Project Plan
Business Case
Benefits M.A.
Registers
Stage Plan
SB
??
2nd Decision
(Project)

Notes
Corporate
Programme
Customer (CPC)
Project
Board
Project
Manager
Pre-Project
SU
mandate
Project Brief
Stage Plan
Initiation Stage
IP
Project Plan
Business Case
Benefits M.A.
Registers
Stage Plan
SB
??
2nd Decision
(Project)
3rd Decision
(Next Stage)

PRINCE2®
2017 edition
Delivering
The Product
Foundation

Notes
Corporate
Programme
Customer (CPC)
Project
Board
Project
Manager
Pre-Project
SU
mandate
Project Brief
Stage Plan
IP
Project Plan
Business Case
Benefits M.A.
Registers
Stage Plan
SB
??
2nd Decision
(Project)
3rd Decision
(Next Stage)
Stage 1
(Initiation Stage) Stage 2 (delivery stage)
Team
Manager(s)

Notes
Corporate
Programme
Customer (CPC)
Project
Board
Project
Manager
Pre-Project
SU
mandate
Project Brief
Stage Plan
IP
Project Plan
Business Case
Benefits M.A.
Registers
Stage Plan
SB
??
Stage Plan
Work PackagesStage 1
Team
Manager(s)

Notes
Corporate
Programme
Customer (CPC)
Project
Board
Project
Manager
Pre-Project
SU
mandate
Project Brief
Stage Plan
IP
Project Plan
Business Case
Benefits M.A.
Registers
Stage Plan
SB
??
Stage Plan
Project
Manager
Team Manager(s)
Stage 1
(Initiation Stage)
Team
Manager(s)

Notes
Corporate
Programme
Customer (CPC)
Project
Board
Project
Manager
Pre-Project
SU
mandate
Project Brief
Stage Plan
IP
Project Plan
Business Case
Benefits M.A.
Registers
Stage Plan
SB
??
Stage Plan
MP
Managing
Product
Delivery
Stage 1
Team
Manager(s)

Notes
Corporate
Programme
Customer (CPC)
Project
Board
Project
Manager
Pre-Project
SU
mandate
Project Brief
Stage Plan
IP
Project Plan
Business Case
Benefits M.A.
Registers
Stage Plan
SB
??
MP
CS
Controlling a
Stage
Stage 1
Team
Manager(s)

Notes
Corporate
Programme
Customer (CPC)
Project
Board
Project
Manager
Pre-Project
SU
mandate
Project Brief
Stage Plan
IP
Project Plan
Business Case
Benefits M.A.
Registers
Stage Plan
SB
??
MP
CS
Reports
Risks
Issues
Stage 1
Team
Manager(s)

Notes
Corporate
Programme
Customer (CPC)
Project
Board
Project
Manager
Pre-Project
SU
mandate
Project Brief
Stage Plan
IP
Project Plan
Business Case
Benefits M.A.
Registers
Stage Plan
SB
??
MP
CS
Stage 1
(Initiation Stage) Stage 2 Stage 3
Team
Manager(s)

Notes
Corporate
Programme
Customer (CPC)
Project
Board
Project
Manager
Pre-Project
SU
mandate
Project Brief
Stage Plan
IP
Project Plan
Business Case
Benefits M.A.
Registers
Stage Plan
SB
??
MP
CS
Stage Plan
SB
Stage 1
Team
Manager(s)

Notes
Corporate
Programme
Customer (CPC)
Project
Board
Project
Manager
Pre-Project
SU
mandate
Project Brief
Stage Plan
IP
Project Plan
Business Case
Benefits M.A.
Registers
Stage Plan
SB
??
MP
CS
Stage Plan
SB
End Stage Report
Business Case
Project Plan
Stage 1
Team
Manager(s)

Notes
Corporate
Programme
Customer (CPC)
Project
Board
Project
Manager
Pre-Project
SU
mandate
Project Brief
Stage Plan
DP?
IP
Project Plan
Business Case
Benefits M.A.
Registers
Stage Plan
SB
??
MP
CS
Stage Plan
SB
End Stage Report
Business Case
Project Plan
?
Next Stage
Decision
Stage 1
Team
Manager(s)

PRINCE2®
2017 edition
What if
Something Goes Wrong?
Foundation

Notes
Corporate
Programme
Customer (CPC)
Project
Board
Project
Manager
Pre-Project
SU
mandate
Project Brief
Stage Plan
DP?
IP
Project Plan
Business Case
Benefits M.A.
Registers
Stage Plan
SB
??
MP
CS
Stage Plan
SB
End Stage Report
Business Case
Project Plan
?
Next Stage
Decision
Stage 1
Team
Manager(s)

Notes
Corporate
Programme
Customer (CPC)
Project
Board
Project
Manager
Pre-Project
SU
mandate
Project Brief
Stage Plan
DP?
IP
Project Plan
Business Case
Benefits M.A.
Registers
Stage Plan
SB
??
MP
CS
Stage Plan
SB
End Stage Report
Business Case
Project Plan
?
Stage 1
Team
Manager(s)

Notes
Corporate
Programme
Customer (CPC)
Project
Board
Project
Manager
Pre-Project
SU
mandate
Project Brief
Stage Plan
DP?
IP
Project Plan
Business Case
Benefits M.A.
Registers
Stage Plan
SB
??
MP
CS
Stage Plan
SB
End Stage Report
Business Case
Project Plan
?
MP
CS
!
!
!
!
! !
!
!
Time
Cost
Benefits
Etc.
Stage 1
Team
Manager(s)

Notes
Corporate
Programme
Customer (CPC)
Project
Board
Project
Manager
Pre-Project
SU
mandate
Project Brief
Stage Plan
DP?
IP
Project Plan
Business Case
Benefits M.A.
Registers
Stage Plan
SB
??
MP
CS
Stage Plan
SB
End Stage Report
Business Case
Project Plan
?
MP
CS
!
Stage 1
Team
Manager(s)

Notes
Corporate
Programme
Customer (CPC)
Project
Board
Project
Manager
Pre-Project
SU
mandate
Project Brief
Stage Plan
DP?
IP
Project Plan
Business Case
Benefits M.A.
Registers
Stage Plan
SB
??
MP
CS
Stage Plan
SB
End Stage Report
Business Case
Project Plan
?
MP
CS
EXCEPTION
Stage 1
Team
Manager(s)

Notes
Corporate
Programme
Customer (CPC)
Project
Board
Project
Manager
Pre-Project
SU
mandate
Project Brief
Stage Plan
DP?
IP
Project Plan
Business Case
Benefits M.A.
Registers
Stage Plan
SB
??
MP
CS
Stage Plan
SB
End Stage Report
Business Case
Project Plan
?
MP
CS
Exception
Report
Stage 1
Team
Manager(s)

Notes
Corporate
Programme
Customer (CPC)
Project
Board
Project
Manager
Pre-Project
SU
mandate
Project Brief
Stage Plan
DP?
IP
Project Plan
Business Case
Benefits M.A.
Registers
Stage Plan
SB
??
MP
CS
Stage Plan
SB
End Stage Report
Business Case
Project Plan
?
MP
SB
Business Case
Project Plan
Exception
Plan
Exception
Report
CS
Stage 1
Team
Manager(s)

Notes
Corporate
Programme
Customer (CPC)
Project
Board
Project
Manager
Pre-Project
SU
mandate
Project Brief
Stage Plan
DP?
IP
Project Plan
Business Case
Benefits M.A.
Registers
Stage Plan
SB
??
MP
CS
Stage Plan
SB
End Stage Report
Business Case
Project Plan
?
MP
SB
Business Case
Project Plan
Exception
Plan
Exception
Report
CS
?
Authorize
Exception Plan
Stage 1
Team
Manager(s)

PRINCE2®
2017 edition
The End!
Foundation

Notes
Corporate
Programme
Customer (CPC)
Project
Board
Project
Manager
Pre-Project
SU
mandate
Project Brief
Stage Plan
DP?
IP
Project Plan
Business Case
Benefits M.A.
Registers
Stage Plan
SB
??
MP
CS
Stage Plan
SB
End Stage Report
Business Case
Project Plan
?
MP
SB
Business Case
Project Plan
Exception
Plan
Exception
Report
CS
?
Authorize
Exception Plan
Stage 1
Team
Manager(s)

Notes
Corporate
Programme
Customer (CPC)
Project
Board
Project
Manager
Pre-Project
SU
mandate
Project Brief
Stage Plan
DP?
Stage 1
(Initiation Stage)
IP
Project Plan
Business Case
Benefits M.A.
Registers
Stage Plan
SB
??
MP
CS
Stage Plan
SB
End Stage Report
Business Case
Project Plan
?
MP
CS
?
Stage 2
CP
End Proj Report
Benefits M.A.
Stage 3 (last stage)
Team
Manager(s)
Closing a
Project

Notes
Corporate
Programme
Customer (CPC)
Project
Board
Project
Manager
Pre-Project
SU
mandate
Project Brief
Stage Plan
DP?
Stage 1
(Initiation Stage)
IP
Project Plan
Business Case
Benefits M.A.
Registers
Stage Plan
SB
??
MP
CS
Stage Plan
SB
End Stage Report
Business Case
Project Plan
?
MP
CS
?
Stage 2
CP
End Proj Report
Benefits M.A.
Business Case
Project Plan
Team
Manager(s)

Notes
Corporate
Programme
Customer (CPC)
Project
Board
Project
Manager
Pre-Project
SU
mandate
Project Brief
Stage Plan
DP?
Stage 1
(Initiation Stage)
IP
Project Plan
Business Case
Benefits M.A.
Registers
Stage Plan
SB
??
MP
CS
Stage Plan
SB
End Stage Report
Business Case
Project Plan
?
MP
CS
?
Stage 2
CP
End Proj Report
Benefits M.A.
Business Case
Project Plan
?
Authorize
project closure
Team
Manager(s)

PRINCE2®
2017 edition
Principles
Foundation

Notes
Continued
business
justification
Principles

Notes
Corporate
Programme
Customer (CPC)
Project
Board
Project
Manager
Pre-Project
SU
mandate
Project Brief
DP?
Stage 1
(Initiation Stage)
IP
Business Case
SB
??
SB
Business Case
?
SB
Business Case
?
Stage 2 Stage 3 (last stage)
Business Case
?
CP
End of the stage
End of the stage
Exception
End of the stage
Beginning of the stage
Team
Manager(s)
Project Brief Business Case Business Case Business Case Business Case

Notes
Corporate
Programme
Customer (CPC)
Project
Board
Project
Manager
Pre-Project
SU
mandate
Project Brief
DP?
Stage 1
(Initiation Stage)
IP
Business Case
SB
??
SB
Business Case
?
SB
Business Case
?
Business Case
?
CP
Stage Boundary
Stage Boundary
Stage Boundary
Stage Boundary
Stage Boundary
Team
Manager(s)

Notes
Continued
business
justification
Defined roles and
responsibilities
Principles

Notes
Project mandate
Corporate
Programme
Customer (CPC)
Executive
Project Manager
Project Board
Team Manager(s)
Project
Board
Project
Manager
Team
Manager(s)

Notes
Corporate
Programme
Customer (CPC)
Project
Board
Project
Manager
Pre-Project
SU
mandate
DP?
Stage 1
(Initiation Stage)
IP
SB
??
MP
CS
SB
?
MP
SB
CS
?
CP
?
Executive
Project Manager
Project Board
Team Manager(s)
Executive
Project Manager
Project Board
Team Manager(s)
Executive
Project Manager
Project Board
Team Manager(s)
Executive
Project Manager
Project Board
Team Manager(s)
Team
Manager(s)

Notes
Continued
business
justification
Learn from
experience
Defined roles and
responsibilities
Principles

Notes
Corporate
Programme
Customer (CPC)
Project
Board
Project
Manager
Pre-Project
SU
mandate
DP?
Stage 1
(Initiation Stage)
IP
SB
??
MP
CS
SB
?
MP
SB
CS
?
CP
?
Lessons Log
Lessons
Report
Team
Manager(s)

Notes
Continued
business
justification
Learn from
experience
Defined roles and
responsibilities
Manage by
stagesPrinciples

Notes
Corporate
Programme
Customer (CPC)
Project
Board
Project
Manager
Pre-Project
SU
mandate
DP?
Stage 1
(Initiation Stage)
IP
SB
??
MP
CS
SB
?
MP
SB
CS
?
CP
?
Stage 1 Stage 2 Stage 3
Team
Manager(s)

Notes
Corporate
Programme
Customer (CPC)
Project
Board
Project
Manager
Pre-Project
SU
mandate
DP?
Stage 1
(Initiation Stage)
IP
SB
??
MP
CS
CP
?
Stage 1 Stage 2
Team
Manager(s)

Notes
Continued
business
justification
Learn from
experience
Defined roles and
responsibilities
Manage by
stages
Manage by
exception
Principles

Notes
Corporate
Programme
Customer (CPC)
Project
Board
Project
Manager
Pre-Project
SU
mandate
Project Brief
Stage Plan
DP?
IP
Project Plan
Business Case
Benefits M.A.
Registers
Stage Plan
SB
??
MP
CS
Stage Plan
SB
End Stage Report
Business Case
Project Plan
?
MP
CS
!
!
!
!
! !
!
!
Time
Cost
Benefits
Etc.
Stage 1
Team
Manager(s)

Notes
Project
Variables
(Tolerances)
Scope
Time Cost
Quality
BenefitRisk

Notes
Corporate
Programme
Customer (CPC)
Project
Board
Project
Manager
Pre-Project
Stage 1
Team
Manager(s)
! ! ! ! ! ! Work Package Tolerances
! ! ! ! ! ! Stage Tolerances
! ! ! ! ! ! Project Tolerances

Notes
Continued
business
justification
Learn from
experience
Defined roles and
responsibilities
Manage by
stages
Manage by
exception
Focus on
products
Principles

Notes
Corporate
Programme
Customer (CPC)
Project
Board
Project
Manager
Pre-Project
SU
mandate
Project Brief
Stage Plan
Initiation Stage
IP
Purpose
Composition
Quality Criteria
Quality Testing
Etc.
Product Description
Team
Manager(s)

Notes
Corporate
Programme
Customer (CPC)
Project
Board
Project
Manager
Pre-Project
SU
mandate
DP?
Stage 1
(Initiation Stage)
IP
SB
??
MP
CS
SB
?
MP
SB
CS
?
CP
?
PD’s PD’s PD’sPPD
Team
Manager(s)

Notes
Continued
business
justification
Learn from
experience
Defined roles and
responsibilities
Manage by
stages
Manage by
exception
Focus on
products
Tailor to suit
the project
Principles

Notes

Notes
Principles
Continued
business
justification
Learn from
experience
Defined roles and
responsibilities
Manage by
stages
Manage by
exception
Focus on
products
Tailor to suit
the project

PRINCE2®
2017 edition
Starting Up A Project
Process
Foundation

Notes
Corporate
Programme
Customer (CPC)
Project
Board
Project
Manager
Pre-Project
SU
mandate
Project Brief
Stage Plan
DP?
Stage 1
(Initiation Stage)
IP
Project Plan
Business Case
Benefits M.A.
Registers
Stage Plan
SB
??
MP
CS
Stage Plan
SB
End Stage Report
Business Case
Project Plan
?
MP
SB
Business Case
Project Plan
Exception
Plan
Exception
Report
CS
?
CP
End Proj Report
Benefits M.A.
Business Case
Project Plan
?
Do we have a
worthwhile and viable
project?
Team
Manager(s)

Notes
Corporate
Programme
Customer (CPC)
Project
Board
Project
Manager
Pre-Project
SU
mandate
Project Brief
Stage Plan
DP?
Stage 1
(Initiation Stage)
IP
Project Plan
Business Case
Benefits M.A.
Registers
Stage Plan
SB
??
MP
CS
Stage Plan
SB
End Stage Report
Business Case
Project Plan
?
MP
SB
Business Case
Project Plan
Exception
Plan
Exception
Report
CS
?
CP
End Proj Report
Benefits M.A.
Business Case
Project Plan
?
Team
Manager(s)

Notes
Corporate
Programme
Customer (CPC)
Project
Board
Project
Manager
Pre-Project
SU
mandate
Project Brief
Stage Plan
DP?
Stage 1
(Initiation Stage)
IP
Project Plan
Business Case
Benefits M.A.
Registers
Stage Plan
SB
??
MP
CS
Stage Plan
SB
End Stage Report
Business Case
Project Plan
?
MP
SB
Business Case
Project Plan
Exception
Plan
Exception
Report
CS
?
CP
End Proj Report
Benefits M.A.
Business Case
Project Plan
?
Why are we doing
the project?
(outline Business Case)
What’s the best way of
doing the project?
(project approach)
Who do we need?
(Project Management
Team)
What are we going
to create?
(Project Product
Description)
Team
Manager(s)

Notes
Corporate
Programme
Customer (CPC)
Project
Board
Project
Manager
Pre-Project
SU
mandate
Project Brief
Stage Plan
DP?
Stage 1
(Initiation Stage)
IP
Project Plan
Business Case
Benefits M.A.
Registers
Stage Plan
SB
??
MP
CS
Stage Plan
SB
End Stage Report
Business Case
Project Plan
?
MP
SB
Business Case
Project Plan
Exception
Plan
Exception
Report
CS
?
CP
End Proj Report
Benefits M.A.
Business Case
Project Plan
?
How are we going
to initiate the
project?
Team
Manager(s)

Notes
Corporate
Programme
Customer (CPC)
Project
Board
Project
Manager
Pre-Project
SU
mandate
DP?
Stage 1
(Initiation Stage)
Trigger
Why?
Terms of Reference
What?
Project Product Description
How much?
Outline Business Case
Expected Benefits
Who?
Executive
Project mandate
Team
Manager(s)

Notes
Corporate
Programme
Customer (CPC)
Project
Board
Project
Manager
Pre-Project
mandate
DP?
Stage 1
(Initiation Stage)
Appoint Executive and
Project Manager
Team
Manager(s)

Notes
Corporate
Programme
Customer (CPC)
Project
Board
Project
Manager
Pre-Project
mandate
DP?
Stage 1
(Initiation Stage)
Project Manager
Capture previous
lessons
Design and appoint the
project management
team
Prepare the outline
business case
+ create project product
description
Select the project
approach and assemble
the project brief
Team
Manager(s)

Notes
Project Brief Date: Document: Project: Pen Project Author: Project Manager
Choose a quality pen and give to ±400 pens clients.
Project Objectives
• Choose a quality that meets specifications
• Choose a pen that users will perceive as a quality pen
Project Scope:
1. Project Definition
Reasons:
Build a better relationship with clients and reduce loss in the
renewal of maintenance contracts by 50%.
Expected Benefits
• 50% reduce loss of maintenance contracts: €42,000
• Increase new machine orders by 2%: €16,200 (each year)
Risks
• Clients may not hold on to the pen and use it each day.
Costs
• Pen costs: €9 by 400 pens = €3,600
• Other project costs: €600
2. Outline Business Case
Attached: Project Product Description (PPD)
3. Project Product Description
Constraints and assumptions
• Possible to find a pen in the catalogues provided
Project Tolerances
1. Time: 3 months + 30%
2. Cost: €9 for a pen: Estimate €4,200 for the project +- 10%
3. Quality: Pens must meet quality requirements
Attached: Project Management Team (PMT)
5. Project Management Team
The company will choose a pen from an existing business gift
company. Project will be run internally.
4. Approach
This project uses the roles description as defined by PRINCE2
- Link to the Roles Descriptions document
6. Role Descriptions
3. Client list
4. Pens ordered
1. Evaluation pens ordered
2. Pen evaluated
Example: Project Brief

Notes
Corporate
Programme
Customer (CPC)
Project
Board
Project
Manager
Pre-Project
mandate
DP?
Stage 1
(Initiation Stage)
Project Manager
Capture previous
lessons
Design and appoint the
project management
team
Prepare the outline
business case
+ create project product
description
Select the project
approach and assemble
the project brief
Plan the initiation stage
Request to initiate a
project
Team
Manager(s)

Notes
Corporate
Programme
Customer (CPC)
Project
Board
Project
Manager
Pre-Project
mandate
Project Brief
Stage Plan
DP?
Stage 1
(Initiation Stage)
project
Previous lessons
Inputs
OutputsTeam
Manager(s)

Notes
Corporate
Programme
Customer (CPC)
Project
Board
Project
Manager
Pre-Project
SU
mandate
Project Brief
Stage Plan
DP?
Stage 1
(Initiation Stage)
IP
Project Plan
Business Case
Benefits M.A.
Registers
Stage Plan
SB
??
MP
CS
Stage Plan
SB
End Stage Report
Business Case
Project Plan
?
MP
SB
Business Case
Project Plan
Exception
Plan
Exception
Report
CS
?
CP
End Proj Report
Benefits M.A.
Business Case
Project Plan
?
Team
Manager(s)

PRINCE2®
2017 edition
Initiating A Project
Process
Foundation

Notes
Corporate
Programme
Customer (CPC)
Project
Board
Project
Manager
Pre-Project
SU
mandate
Project Brief
Stage Plan
DP?
Stage 1
(Initiation Stage)
IP
Project Plan
Business Case
Benefits M.A.
Registers
Stage Plan
SB
??
MP
CS
Stage Plan
SB
End Stage Report
Business Case
Project Plan
?
MP
SB
Business Case
Project Plan
Exception
Plan
Exception
Report
CS
?
CP
End Proj Report
Benefits M.A.
Business Case
Project Plan
?
Etc. To establish a solid
foundation, so the
organization understands
the work needed before
investing.
Team
Manager(s)

Notes
Corporate
Programme
Customer (CPC)
Project
Board
Project
Manager
Pre-Project
mandate
DP?
Stage 1
(Initiation Stage)
IP
Project Plan
Business Case
Benefits M.A.
Registers
?? ? ? ?
Etc.
PID
Reasons
Benefits
Risks
Scope
Timing
Team
Manager(s)

Notes
Corporate
Programme
Customer (CPC)
Project
Board
Project
Manager
Pre-Project
mandate
DP?
Stage 1
(Initiation Stage)
IP
Project Plan
Business Case
Benefits M.A.
Registers
?? ? ? ?
Etc.
PID
Reasons
Benefits
Risks
Scope
Timing
Quality
Controls
Progress
Changes
Tailoring
Team
Manager(s)

Notes
Corporate
Programme
Customer (CPC)
Project
Board
Project
Manager
Pre-Project
SU
mandate
Project Brief
Stage Plan
Stage 1
(Initiation Stage)
IP
Project Plan
Business Case
Benefits M.A.
Registers
Stage Plan
SB
Etc.
DP? ??
Team
Manager(s)

Notes
Corporate
Programme
Customer (CPC)
Project
Board
Project
Manager
Pre-Project
SU
mandate
Project Brief
Stage Plan
DP?
Stage 1
(Initiation Stage)
??
Agree the tailoring
requirements
Prepare the risk, quality,
and communication
management and change
control approaches
Set up the
project controls
Create the
project plan
Team
Manager(s)

Notes
Corporate
Programme
Customer (CPC)
Project
Board
Project
Manager
Pre-Project
SU
mandate
Project Brief
Stage Plan
DP?
Stage 1
(Initiation Stage)
??
Agree the tailoring
requirements
and communication
control approaches
Set up the
project controls
Create the
project plan
Refine the business case
Assemble the project
initiation documentation
Team
Manager(s)

Notes
Corporate
Programme
Customer (CPC)
Project
Board
Project
Manager
Pre-Project
SU
mandate
Project Brief
Stage Plan
DP?
Stage 1
(Initiation Stage)
??
Agree the tailoring
requirements
Request to deliver a
project
and communication
control approaches
Set up the
project controls
Create the
project plan
Refine the business case
Assemble the project
initiation documentation
SB
Team
Manager(s)

Notes
Corporate
Programme
Customer (CPC)
Project
Board
Project
Manager
Pre-Project
Project Brief
Stage Plan
Stage 1
(Initiation Stage)
Project Plan
Business Case
Benefits M.A.
Etc.
project
SB
PID
Inputs
Outputs
Team
Manager(s)

PRINCE2®
2017 edition
Directing a Project
Process
Foundation

Notes
Corporate
Programme
Customer (CPC)
Project
Board
Project
Manager
Pre-Project
SU
mandate
Project Brief
Stage Plan
DP?
Stage 1
(Initiation Stage)
IP
Project Plan
Business Case
Benefits M.A.
Registers
Stage Plan
SB
??
MP
CS
Stage Plan
SB
End Stage Report
Business Case
Project Plan
?
MP
SB
Business Case
Project Plan
Exception
Plan
Exception
Report
CS
?
CP
End Proj Report
Benefits M.A.
Business Case
Project Plan
?
Etc.
To enable the Project
Board to be accountable
for the project by making
key decisions
To have overall control and
delegate day-to-day
management of the
project to the Project
Manager
Team
Manager(s)

Notes
Corporate
Programme
Customer (CPC)
Project
Board
Project
Manager
Pre-Project
SU
mandate
Project Brief
Stage Plan
DP?
Stage 1
(Initiation Stage)
IP
Project Plan
Business Case
Benefits M.A.
Registers
Stage Plan
SB
??
MP
CS
Stage Plan
SB
End Stage Report
Business Case
Project Plan
?
MP
SB
Business Case
Project Plan
Exception
Plan
Exception
Report
CS
?
CP
End Proj Report
Benefits M.A.
Business Case
Project Plan
?
Etc.
Authority to
initiate a project
Authority to deliver
the project
products
Authority to close
the project
Authority to
start/continue the
stage
Authority to
start/continue the
stage
Authority to
start/continue the
stage
Team
Manager(s)

Notes
Corporate
Programme
Customer (CPC)
Project
Board
Project
Manager
SU
mandate
Project Brief
Stage Plan
DP?
IP
Project Plan
Business Case
Benefits M.A.
Registers
SB
??
CS
Stage Plan
SB
End Stage Report
Business Case
Project Plan
?
SB
Business Case
Project Plan
Exception
Plan
Exception
Report
CS
?
CP
End Proj Report
Benefits M.A.
Business Case
Project Plan
?
Etc.
Authority to
initiate a project
Authority to deliver
the project
products
Authority to close
the project
Authority to
start/continue the
stage
Authority to
start/continue the
stage
Authority to
start/continue the
stage
Management
direction
Viability
Top level
interface
Post-project

Notes
Corporate
Programme
Customer (CPC)
Project
Board
Project
Manager
Pre-Project
SU
mandate
Project Brief
Stage Plan
DP?
Stage 1
(Initiation Stage)
IP
Project Plan
Business Case
Benefits M.A.
Registers
Stage Plan
SB
??
MP
CS
Stage Plan
SB
End Stage Report
Business Case
Project Plan
?
MP
SB
Business Case
Project Plan
Exception
Plan
Exception
Report
CS
?
CP
End Proj Report
Benefits M.A.
Business Case
Project Plan
?
Etc.
Team
Manager(s)

Notes
Corporate
Programme
Customer (CPC)
Project
Board
Project
Manager
SU
mandate
IP
Authorize
initiation
project
Authority to initiate
a project
Initiation
notification

Notes
Corporate
Programme
Customer (CPC)
Project
Board
Project
Manager Stage
authorization
IP
SB
CS
SB
CS
Authorize the
project
Authorize a
stage or
exception plan
Project
authorization
notification
project
Request to
approve next stage
plan

Notes
Corporate
Programme
Customer (CPC)
Project
Board
Project
Manager
CS
SB SB
CS
Authorize a stage
or exception plan
Request to
approve next stage
plan
Request to
approve next stage
plan
CS
Stage
authorization
Stage
authorization

Notes
Corporate
Programme
Customer (CPC)
Project
Board
Project
Manager
SB
CS
Give ad hoc
direction
Request to
approve exception
plan
Exception plan
approved
Exception
raised
Exception plan
request
Authorize a
stage or
exception plan
Premature
close

Notes
Corporate
Programme
Customer (CPC)
Project
Board
Project
Manager
SB
CS
Give ad hoc
direction
Exception
raised
Exception plan
request
Premature
close
Request for
advice
Advice or
decision
Request for
advice
Advice
`

Notes
Corporate
Programme
Customer (CPC)
Project
Board
Project
Manager
Premature
close
Product
completion
CP
Authorize
project
closure
Closure
recommendation
Closure
notification

Notes
Next Stage Plan
End Stage Report
Stage Plan
PID
Highlight Report
Issue Report
Exception Report
Authorize
project
closure
Give ad hoc
direction
Authorize a
stage or
exception plan
Authorize
the project
Authorize
initiation
PID
PID
CP docs
Benefits M.A.
Project Brief
Authorization
Notification
Approved Docs
Authorization
Notification
Approved Docs
Authorization
Notification
Approved Docs
Authorization
Notification
Approved Docs
Premature Close
Exception Plan Req
Advice
Inputs Outputs

PRINCE2®
2017 edition
Controlling a Stage
Process
Foundation

Notes
Corporate
Programme
Customer (CPC)
Project
Board
Project
Manager
Pre-Project
SU
mandate
Project Brief
Stage Plan
DP?
Stage 1
(Initiation Stage)
IP
Project Plan
Business Case
Benefits M.A.
Registers
Stage Plan
SB
??
MP
CS
Stage Plan
SB
End Stage Report
Business Case
Project Plan
?
MP
SB
Business Case
Project Plan
Exception
Plan
Exception
Report
CS
?
CP
End Proj Report
Benefits M.A.
Business Case
Project Plan
?
Etc.
Team
Manager(s)

Notes
Corporate
Programme
Customer (CPC)
Project
Board
Project
Manager
Pre-Project
SU
mandate
Project Brief
Stage Plan
DP?
Stage 1
(Initiation Stage)
IP
Project Plan
Business Case
Benefits M.A.
Registers
Stage Plan
SB
??
MP
CS
Stage Plan
SB
End Stage Report
Business Case
Project Plan
?
MP
SB
Business Case
Project Plan
Exception
Plan
Exception
Report
CS
?
CP
End Proj Report
Benefits M.A.
Business Case
Project Plan
?
Etc.
Assigns work
to be done
Monitors the
assigned work
Deals with
issues
Reports
progress
Takes
corrective
action
Team
Manager(s)

Notes
Corporate
Programme
Customer (CPC)
Project
Board
Project
Manager
DP
Stage 1
(Initiation Stage)
IP
PID
Stage Plan
SB
??
MP
?
Stage 2
Benefits M.A.
Registers
Authorize a work
package
Team
Manager(s)

Notes
Corporate
Programme
Customer (CPC)
Project
Board
Project
Manager
DP
Stage 1
(Initiation Stage)
IP
PID
Stage Plan
SB
??
MP
?
Stage 2
Benefits M.A.
Registers
Authorize a work
package
Review work
package status
Review stage
status
Team
Manager(s)

Notes
Corporate
Programme
Customer (CPC)
Project
Board
Project
Manager
DP
Stage 1
(Initiation Stage)
IP
PID
Stage Plan
SB
??
MP
?
Stage 2
Benefits M.A.
Registers
Authorize a work
package
Review work
package status
Review stage
status
Capture &
examine issues
and risks
Take corrective
action
Team
Manager(s)

Notes
Corporate
Programme
Customer (CPC)
Project
Board
Project
Manager
DP
Stage 1
(Initiation Stage)
IP
PID
Stage Plan
SB
??
MP
?
Stage 2
Benefits M.A.
Registers
Authorize a work
package
Review work
package status
Receive
completed WP
Review stage
status
Capture &
examine issues
and risks
Take corrective
action
Escalate issues
and risks
Team
Manager(s)

Notes
Corporate
Programme
Customer (CPC)
Project
Board
Project
Manager
DP
Stage 1
(Initiation Stage)
IP
PID
Stage Plan
SB
??
MP
?
Stage 2
Benefits M.A.
Registers
Authorize a work
package
Review work
package status
Receive
completed WP
Review stage
status
Capture &
examine issues
and risks
Take corrective
action
Escalate issues
and risks
Report highlights
Team
Manager(s)

Notes
Authority to
initiate
Corporate
Programme
Customer (CPC)
Project
Board
Project
Manager
DP
Stage 1
(Initiation Stage)
IP
PID
Stage Plan
SB
??
MP
?
Stage 2
Registers
(Issue, risk, quality)
Stage Boundary
Highlight reports
Issue reports
Change requests
Exception report
Inputs
Outputs
Team
Manager(s)

PRINCE2®
2017 edition
Managing Product Delivery
Process
Foundation

Notes
Corporate
Programme
Customer (CPC)
Project
Board
Project
Manager
Pre-Project
SU
mandate
Project Brief
Stage Plan
DP?
Stage 1
(Initiation Stage)
IP
Project Plan
Business Case
Benefits M.A.
Registers
Stage Plan
SB
??
MP
CS
Stage Plan
SB
End Stage Report
Business Case
Project Plan
?
MP
SB
Business Case
Project Plan
Exception
Plan
Exception
Report
CS
?
CP
End Proj Report
Benefits M.A.
Business Case
Project Plan
?
Etc.
Team
Manager(s)

Notes
Corporate
Programme
Customer (CPC)
Project
Board
Project
Manager
Pre-Project
SU
mandate
Project Brief
Stage Plan
DP?
Stage 1
(Initiation Stage)
IP
Project Plan
Business Case
Benefits M.A.
Registers
Stage Plan
SB
??
MP
CS
Stage Plan
SB
End Stage Report
Business Case
Project Plan
?
MP
SB
Business Case
Project Plan
Exception
Plan
Exception
Report
CS
?
CP
End Proj Report
Benefits M.A.
Business Case
Project Plan
?
Etc.
Ensuring the products are
delivered to expectations
Team members are
clear on what is to
be done
Report
progress
Work on
allocated
products

Notes
Corporate
Programme
Customer (CPC)
Project
Board
Project
Manager
DP
Stage 1
(Initiation Stage)
IP
SB
?? ?
Authorize a work
package
Review work
package status
Receive
completed WP
Accept a work
package
Execute a work
package
Deliver a work
package
Controlling a stage process activities
Managing product delivery
Team
Manager(s)

Notes
Corporate
Programme
Customer (CPC)
Project
Board
Project
Manager
DP
Stage 1
(Initiation Stage)
IP
SB
?? ?
Work package
Authorize a work
package
Checkpoint
reports
Products
Quality register
Configuration
item record
Completed work
package
Inputs Outputs

Notes
Corporate
Programme
Customer (CPC)
Project
Board
Project
Manager
Pre-Project
SU
mandate
Project Brief
Stage Plan
DP?
Stage 1
(Initiation Stage)
IP
Project Plan
Business Case
Benefits M.A.
Registers
Stage Plan
SB
??
MP
CS
Stage Plan
SB
End Stage Report
Business Case
Project Plan
?
MP
SB
Business Case
Project Plan
Exception
Plan
Exception
Report
CS
?
CP
End Proj Report
Benefits M.A.
Business Case
Project Plan
?
Etc.
Team
Manager(s)

PRINCE2®
2017 edition
Managing A Stage Boundary
Process
Foundation

Notes
Corporate
Programme
Customer (CPC)
Project
Board
Project
Manager
Pre-Project
SU
mandate
Project Brief
Stage Plan
DP?
Stage 1
(Initiation Stage)
IP
Project Plan
Business Case
Benefits M.A.
Registers
Stage Plan
SB
??
MP
CS
Stage Plan
SB
End Stage Report
Business Case
Project Plan
?
MP
SB
Business Case
Project Plan
Exception
Plan
Exception
Report
CS
?
CP
End Proj Report
Benefits M.A.
Business Case
Project Plan
?
Etc.
Team
Manager(s)

Notes
Corporate
Programme
Customer (CPC)
Project
Board
Project
Manager
Pre-Project
SU
mandate
Project Brief
Stage Plan
DP?
Stage 1
(Initiation Stage)
IP
Project Plan
Business Case
Benefits M.A.
Registers
Stage Plan
SB
??
MP
CS
Stage Plan
SB
End Stage Report
Business Case
Project Plan
?
MP
SB
Business Case
Project Plan
Exception
Plan
Exception
Report
CS
?
CP
End Proj Report
Benefits M.A.
Business Case
Project Plan
?
Etc.
Show that stage
products are
approved
Prepare
exception
plans
Prepare the
end stage
report
Prepare
stage plans
Team
Manager(s)

Notes
Corporate
Programme
Customer (CPC)
Project
Board
Project
Manager
Pre-Project
SU
mandate
Project Brief
Stage Plan
DP?
Stage 1
(Initiation Stage)
IP
Project Plan
Business Case
Benefits M.A.
Registers
Stage Plan
SB
??
MP
CS
Stage Plan
SB
End Stage Report
Business Case
Project Plan
?
MP
SB
Business Case
Project Plan
Exception
Plan
Exception
Report
CS
?
CP
End Proj Report
Benefits M.A.
Business Case
Project Plan
?
Etc.
Prepare
stage plans
Show that stage
products are
approved
Review and
update the
business case,
project plan, etc. Prepare
exception
plans
Record
lessons
learned
Prepare the
end stage
report
Request
authorization
for the stage
Show the
viability of
the project
Team
Manager(s)

Notes
Corporate
Programme
Customer (CPC)
Project
Board
Project
Manager
Pre-Project
SU
mandate
Project Brief
Stage Plan
DP?
Stage 1
(Initiation Stage)
IP
Project Plan
Business Case
Benefits M.A.
Registers
Stage Plan
SB
??
MP
CS
Stage Plan
SB
End Stage Report
Business Case
Project Plan
?
MP
SB
Business Case
Project Plan
Exception
Plan
Exception
Report
CS
?
CP
End Proj Report
Benefits M.A.
Business Case
Project Plan
?
Etc.
Team
Manager(s)

Notes
Corporate
Programme
Customer (CPC)
Project
Board
Project
Manager
DP?
CS
?
Stage Plan
SB
End Stage Report
Business Case
Project Plan
MP
Produce an
exception plan
Exception Plan
request
Approaching end
of stage
Plan the next
stage Update the
project plan
Update the
business case
Request stage
end
Team
Manager(s)

Notes
Corporate
Programme
Customer (CPC)
Project
Board
Project
Manager
DP?
CS
?
Stage Plan
Exception report
Benefits M.A.
PID
MP
Exception Plan
request
Approaching end
of stage
RegistersLessons Log End stage report
Request to
approve
Registers
Next stage plan
Business Case
Project Plan
Exception plan
Benefits M.A.
Inputs Outputs
Team
Manager(s)

Notes
Corporate
Programme
Customer (CPC)
Project
Board
Project
Manager
Pre-Project
SU
mandate
Project Brief
Stage Plan
DP?
Stage 1
(Initiation Stage)
IP
Project Plan
Business Case
Benefits M.A.
Registers
Stage Plan
SB
??
MP
CS
Stage Plan
SB
End Stage Report
Business Case
Project Plan
?
MP
SB
Business Case
Project Plan
Exception
Plan
Exception
Report
CS
?
CP
End Proj Report
Benefits M.A.
Business Case
Project Plan
?
Etc.
Team
Manager(s)

PRINCE2®
2017 edition
Closing a Project
Process
Foundation

Notes
Corporate
Programme
Customer (CPC)
Project
Board
Project
Manager
Pre-Project
SU
mandate
Project Brief
Stage Plan
DP?
Stage 1
(Initiation Stage)
IP
Project Plan
Business Case
Benefits M.A.
Registers
Stage Plan
SB
??
MP
CS
Stage Plan
SB
End Stage Report
Business Case
Project Plan
?
MP
SB
Business Case
Project Plan
Exception
Plan
Exception
Report
CS
?
CP
End Proj Report
Benefits M.A.
Business Case
Project Plan
?
Etc.
Fixed point for
acceptance
PID objectives
have been met
Project has
nothing more to
contribute
Team
Manager(s)

Notes
Corporate
Programme
Customer (CPC)
Project
Board
Project
Manager
Pre-Project
SU
mandate
Project Brief
Stage Plan
DP?
Stage 1
(Initiation Stage)
IP
Project Plan
Business Case
Benefits M.A.
Registers
Stage Plan
SB
??
MP
CS
Stage Plan
SB
End Stage Report
Business Case
Project Plan
?
MP
SB
Business Case
Project Plan
Exception
Plan
Exception
Report
CS
?
CP
End Proj Report
Benefits M.A.
Business Case
Project Plan
?
Etc.
Verify user
acceptance
Review the
performance
Ensure
operation
support
Assess
benefits
Update the
benefits M.A.
Close
issues
Prepare
recommended
actions
Team
Manager(s)

Notes
Corporate
Programme
Customer (CPC)
Project
Board
Project
Manager
DP? ?
Premature close
Prepare premature
closure
Prepare planned
closure
Project end
approaching
Team
Manager(s)

Notes
Corporate
Programme
Customer (CPC)
Project
Board
Project
Manager
DP? ?
Premature close
Prepare premature
closure
Prepare planned
closure
Project end
approaching
Hand over products
Evaluate the project
Recommend project
closure
Closure
recommendation
Team
Manager(s)

Notes
Corporate
Programme
Customer (CPC)
Project
Board
Project
Manager
DP? ?
Premature close
Project end
approaching
Closure
recommendation
Benefits M.A.
Registers
Stage Plan
PID
Lessons Log
Product Status
Account
End project report
Lessons report
Registers
Configuration
item record
Closure notification
Benefits M.A.
Inputs Outputs

Notes
Corporate
Programme
Customer (CPC)
Project
Board
Project
Manager
Pre-Project
SU
mandate
Project Brief
Stage Plan
DP?
Stage 1
(Initiation Stage)
IP
Project Plan
Business Case
Benefits M.A.
Registers
Stage Plan
SB
??
MP
CS
Stage Plan
SB
End Stage Report
Business Case
Project Plan
?
MP
SB
Business Case
Project Plan
Exception
Plan
Exception
Report
CS
?
CP
End Proj Report
Benefits M.A.
Business Case
Project Plan
?
Etc.
Team
Manager(s)

PRINCE2®
2017 edition
Structure of
PRINCE2
Foundation

Notes
Purpose
Composition
Quality Criteria
Quality Testing
Etc.
Product Description

Notes
Benefits
Proven based
practice
Can be tailored
Any type of
project
Widely
recognized
Focus on the
viability
Supported
worldwide
Promotes
learning

Notes
Structure of PRINCE2
Project Environment
Themes
Processes
Principles

Notes
Structure of PRINCE2
Project Environment
Themes
Processes
Principles
M
P
Techniques

Notes
Business as Usual
Benefits of the business
Project
Change
A temporary organization that is created for the purpose of
delivering one or more business products according to an
agreed business case.
Time

Notes
Change
Temporary
Cross-Functional
Unique
Uncertainty
Introduce change
Definite start and end to a project
People from different departments
Every project is unique
Unique brings uncertainty

Notes
Project
Variables
(Tolerances)Risk
QualityScope
Benefits
CostTime

Notes
Time Cost Benefits
Scope Quality Risk
BC QRST / TeCQuila SoBeR
Project Cockpit

Notes
PRINCE2
PRojects IN Controlled Environments 2nd edition

Notes
Project Approach
Reporting
Roles & Responsibility
Change requests
Reporting issues
Testing and acceptance
Customer / Supplier
project contract

Notes
Own reasons
Project
procedures
Decision making Organization
structure
Delivery
approaches
Culture
Supplier

Notes
Customer
Supplier
Corporate
Programme management
[External] customer
The Customer/Supplier Environment

Notes
Portfolio
Program
Program
Project
Project
Project
Project
Project ProjectProject
Other
Activities
Other
Activities
Other
Activities

Notes
A programme is created to coordinate a set of
related projects, so it can deliver outcomes
and benefits related to the strategic objectives.
A portfolio is the totality of an organization’s
investment in the changes required to achieve its
strategic objectives.

PRINCE2®
2017 edition
Business Case
Theme
Foundation

Notes
Business Case
purpose
Desirable?
Viable?
Achievable?
Provide a Structure

Notes
Benefits / Cost
Time
Project
Start
Today
p Keep the project
q Shut down the project
The business justification is documented in the business case
And it’s a P2 principle that each project should have a business justification.

Notes
Benefits / Cost
Time
Project
Start
Today
p Keep the project
q Shut down the project
Why are we doing
the project?
Improvements to
the business
Protect an existing
service / business

PRINCE2®
2017 edition
Business Case Theme
Outputs " Outcomes " Benefits
Foundation

Notes
Outputs
(aka Products)
Benefits
(and dis-benefits)
Outcomes
(aka Results)
Sales System
Easier to create reports
Quicker searchers
Easier to import data
30% reduction in sales costs
15% increase in sales
20% reduction in admin costs

Notes
Output Outcome Benefit
Faster searches ™ ˜ ™
New HR Application ˜ ™ ™
20% reduction in admin costs ™ ™ ˜
Easier to use ™ ˜ ™
Link with job portal ˜ ™ ™
Better management reports ™ ˜ ™
100% reduction in posting jobs ™ ™ ˜

PRINCE2®
2017 edition
Business Case Theme
Minimum Requirements
Foundation

Notes
Corporate
Programme
Customer (CPC)
Project
Board
Project
Manager
Pre-Project
SU
mandate
Outline
Business
Case
Stage Plan
DP?
Stage 1
(Initiation Stage)
IP
Project Plan
Business Case
Benefits M.A.
Registers
Stage Plan
SB
??
MP
CS
Stage Plan
SB
End Stage Report
Business Case
Project Plan
?
MP
SB
Business Case
Project Plan
Exception
Plan
Exception
Report
CS
?
CP
End Proj Report
Benefits M.A.
Business Case
Project Plan
?
Etc.Etc.
Benefits M.A
Benefits M.A
Team
Manager(s)

Notes
Corporate
Programme
Customer (CPC)
Project
Board
Project
Manager
Pre-Project
SU
mandate
Outline
Business
Case
Stage Plan
DP?
Stage 1
(Initiation Stage)
IP
Project Plan
Business Case
Benefits M.A.
Registers
Stage Plan
SB
??
MP
CS
Stage Plan
SB
End Stage Report
Business Case
Project Plan
?
MP
SB
Business Case
Project Plan
Exception
Plan
Exception
Report
CS
?
CP
End Proj Report
Benefits M.A.
Business Case
Project Plan
?
Etc.Etc.
Benefits M. A
Business Case
• Executive summary
• Reasons for the project
• Expected benefits & dis-benefits
• Timescale
• Costs
• Options (approach)
• Invest appraisal (ROI)
• Major risks
Business Case
Team
Manager(s)

Notes
- Sales are falling 4% each year
- Create free online Driving Test Exam Simulator
- Increase social media exposure
- Need to increase sales
2. Reasons
- Increase sales by 10% for three years
- Increase social media posts by 100%
4. Expected Benefits
- Do nothing: And continue to loose 4% each year
- Big marketing campaign: Too costly
- Create online driving test exam simulator *
3. Options
6. Costs
Other driving schools may do the same
8. Major risks
None
5. Expected dis-benefits
- Create free online Driving Test Exam Simulator
- Increase sales by 10% for three years
1. Executive Summary
Yearly Costs Year 1 Year 2 Year 3
Cost: Hosting & Software €420 €420 €420
Website Setup (48 hours) €6,700 €0 €0
Website Support (yearly) €950 €950 €950
Total Costs €8,070 €1,370 €1,370
Project - ROI Year 1 Year 2 Year 3
10% increase per month €1,512 €1,663 €1,829
10% increase per year €18,144 €19,956 €21,948
Total costs per year €8,070 €1,370 €1,370
Expected Benefits €10,074 €18,586 €20,578
7. ROI / Investment appraisal
Business Case Date: Document: Author: Executive Jan 4th

Notes
Corporate
Programme
Customer (CPC)
Project
Board
Project
Manager
Pre-Project
SU
mandate
Outline
Business
Case
Stage Plan
DP?
Stage 1
(Initiation Stage)
IP
Project Plan
Business Case
Benefits M.A.
Registers
Stage Plan
SB
??
MP
CS
Stage Plan
SB
End Stage Report
Business Case
Project Plan
?
MP
SB
Business Case
Project Plan
Exception
Plan
Exception
Report
CS
?
CP
End Proj Report
Benefits M.A.
Business Case
Project Plan
?
Etc.Etc.
Benefits M.A
Benefits M.A
Team
Manager(s)

Notes
Corporate
Programme
Customer (CPC)
Project
Board
Project
Manager
Pre-Project
SU
mandate
Outline
Business
Case
Stage Plan
DP?
Stage 1
(Initiation Stage)
IP
Project Plan
Business Case
Benefits M.A.
Registers
Stage Plan
SB
??
MP
CS
Stage Plan
SB
End Stage Report
Business Case
Project Plan
?
MP
SB
Business Case
Project Plan
Exception
Plan
Exception
Report
CS
?
CP
End Proj Report
Benefits M.A.
Business Case
Project Plan
?
Etc.Etc.
Benefits M.A
Benefits M.A
• Scope of benefits
• Accountable for benefits
• Actions required
• Baselines
• How/when review benefits
Benefits Management Approach
Team
Manager(s)

Notes
Corporate
Programme
Customer (CPC)
Project
Board
Project
Manager
Pre-Project
SU
mandate
DP?
Stage 1
(Initiation Stage)
IP
SB
??
MP
CS
SB
?
MP
SB
CS
?
CP
?
Develop
Business Case
Maintain
Business Case
CS
Stage 3
Team
Manager(s)

Notes
Corporate
Programme
Customer (CPC)
Project
Board
Project
Manager
Pre-Project
SU
mandate
DP?
Stage 1
(Initiation Stage)
IP
SB
??
MP
CS
SB
?
MP
SB
CS
?
CP
?
Develop
Business Case
Maintain
Business Case
CS
Stage 3
Verify BC
Verify BC
Verify BC
Verify BC
Team
Manager(s)

Notes
Business Case Theme
Minimum Requirements
Create and maintain
business justification
Review and update the
business justification
Define actions to ensure
benefits
Define roles and
responsibilities

Notes
Business Case Theme

PRINCE2®
2017 edition
Organization
Theme
Foundation

Notes
Organizational
Structure
# $
Communications
Organization Theme

Notes
Organizational
Structure
# $
Communications
Roles
Management
Levels
Representatives
Communications
approach
Engaging
Stakeholders

Notes
#
Who’s who?
What is expected
from me?
What can I expect
from others?
Structure of
Accountability &
Responsibility

Notes
User Supplier
Business
Project
The 3 Project Interests
(Types of stakeholder)

Notes
User Supplier
Business
Customer
The Customer/Supplier Environment

Notes
Corporate
Programme
Customer (CPC)
Project
Board
Project
Manager
Team
Manager(s)
Direction
Management
Delivery
Corporate, Progra…
Level 1Level 2Level 3Level 4
Project
Organization

Notes
Corporate
Programme
Customer (CPC)
Project
Board
Project
Manager
Team
Manager(s)
Direction
Management
Delivery
Corporate, Programme Management, customer
Project Team

PRINCE2®
2017 edition
Organization Theme
Communication Management Approach
Foundation

Notes
Corporate
Programme
Customer (CPC)
Project
Board
Pre-Project
SU
mandate
Outline
Business
Case
Stage Plan
DP?
Stage 1
(Initiation Stage)
IP
Benefits M.A.
Registers
Stage Plan
SB
??
MP
CS
Stage Plan
SB
End Stage Report
Business Case
Project Plan
?
MP
SB
Business Case
Project Plan
Exception
Plan
Exception
Report
CS
?
CP
End Proj Report
Benefits M.A.
Business Case
Project Plan
?
PID
Etc.
Benefits M.A.
Benefits M.A.
Team
Manager(s)
Project
Manager
Communications
Management
Approach
• Communication procedure
• Tools & techniques
• Timing of communication
• Roles and responsibilities
• Stakeholder analysis
Communications M.A.

Notes
Organizational
Structure
# $
Communications
Engaging
Stakeholders
Stakeholder Engagement

Notes
JKL

Notes
JKL
City council
Local politicians
Environment
agency
Local housing
groups
Town schools
Building contractors
School parents
Motorist not effected
Local newspaper
Town pubs
Town restaurants
Local bypass
residents
Newsagents

PRINCE2®
2017 edition
Organization Theme
Roles and Responsibilities
Foundation

Notes
Direction
Corporate
Programme
Customer (CPC)
Direction
Management
Delivery
Corporate, Programme Management, customer
Project Team
Managing
Delivery

Notes
Corporate
Programme
Customer (CPC)
Executive
Project Board
Managing
Delivery
Direction

Notes
Corporate
Programme
Customer (CPC)
ExecutiveSenior User(s)
Project Board
Managing
Delivery
Direction
Senior Supplier(s)

Notes
Corporate
Programme
Customer (CPC)
Executive
Project Manager
Project Board
Managing
Delivery
Direction

Notes
Corporate
Programme
Customer (CPC)
Executive
Project Manager
Project Board
Team Manager(s)
Managing
Delivery
Direction

Notes
Corporate
Programme
Customer (CPC)
Executive
Project Manager
Project Board
Team Manager(s)
Project Support
Managing
Delivery
Direction

Notes
Corporate
Programme
Customer (CPC)
Executive
Project Manager
Project Board
Team Manager(s)
Change Authority
Project Support
Managing
Delivery
Direction

PRINCE2 Foundation Slides - Sample

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PRINCE2 Foundation Slides - Sample