Project Initiation
12 – September – 2018
Re-cap
Get a high-level understanding of the current
Get environment, gather information from the right
stakeholders and analyze it.
Collect more detailed data: interviews
Collect stakeholders; review existing documentation etc.
and analyze for a clearer picture of the situation.
Assess (or help to arrive at) organizational goals
Assess and objectives.
Arrive at a conclusion on what is currently and
Arrive what is desired – gap identification.
Recommend a solution: will be a confirmation of
Recommend the proposed project or recommend another if
need be.
1. Conduct your Needs Assessment
2. Complete your business case document
Next steps… 3. Agree with your client that it is a good
representation of their expectations.
This should be done by Thursday, 12 th September 2019 @ 9:45am
Project Charter development
To be Stakeholder Identification
covered…
Commence work on Project
Charters
Project
Scope
Statement
Project
Charter
Stakeholder
Register
Define the
scope
Collect
requirements
Plan Scope
Identify
stakeholders
Develop
Charter
Develop Project Charter
A Project Charter
It is a document that formally authorizes the existence of a project and provides
the Project Manager with the authority to apply organizational resources to project
activities
It is performed once in the project life cycle, or at predefined points depending on
the type of life cycle.
The Project Charter initiates the project!
https://project-management.com/components-of-a-project-charter/project-charter-2/
• Who develops the project charter?
… to … the sponsor or the PM
• What does the project charter do for the PM?
remember … gives the PM the authority to plan, execute,
and control the project.
Project Strategic
Project
Charter Objective
The business
case is the
expected
outcome
which
justifies the
required
investment
Industry standards; Legal/ Organizational structure, MOUs; SLAs; Verbal,
Market demand; governance; Portfolio, Emails, Brief, etc…
regulatory requirements/
Organizational program, project
constraints; marketplace
management; governance; Monitoring There has to be an
conditions; stakeholder
Customer requests; requirements; Templates; agreements moderating
expectations; risk
Technological Historical information; etc. the relationship being
thresholds; etc.
advancement; Legal developed
requirements;
Ecological impact;
Social need
1. Charter
Project purpose; SMART objectives; Success criteria; High
level requirements & description; Boundaries; Key
deliverables; Overall project risk; Summary milestone
What we get schedule; Pre-approved financial resources; Key
out of all of stakeholders; Approved requirements; Project exit criteria;
Assigned PM & team; Name and authority of sponsor.
this?
2. Assumption Log
High-level strategic and operational assumptions identified in
the business case.
Identify Stakeholders
Identifying project stakeholders is the process of identifying stakeholders regularly, and
analyzing and documenting relevant information regarding their interests, involvement,
interdependencies, influence, and potential impact on project success.
Examples of
Stakeholders
Identify key
stakeholders
and may
contain
information
about some
stakeholders
Identify
project
objectives &
initial
stakeholder Organizational culture;
list; political climate;
identifying Add new stakeholders; governance framework;
Stakeholder register
potential detail the changing industry standards;
templates; stakeholder
beneficiaries relationship with global, regional or local
register from other
who are existing ones; records trends & practices;
projects; lessons
stakeholders. of issues and who it geographic facilities &
learned repositories
relates to. record distribution
Tools &
Technique:
Data
Representation
How will you, as a project team,
engage your stakeholders?
Have a STRATEGY!
http://www.mdpi.com/2073-4441/8/5/204
https://www.boreal-is.com/blog/stakeholder-engagement-or-crm/
What to do with the stakeholders?
Supportive stakeholders Non-Supportive Stakeholders
• Will support goals and actions • They are a threat to the organization and
• Involve them to maximize potential show low corporation
• Reduce their interest while monitoring them
closely
Marginal stakeholder
• Not threatening nor cooperative and not
concerned generally, but is interested in Mixed blessing Stakeholders
specific things • A threat or will cooperate in achieving
• Monitor them; activate them when issues corporate goals
that relate to them arises • Manage them with collaborations that seek
to maximize their cooperation
What we get out of Stakeholder Identification?
1. Stakeholder register 3. Updates to PM Plan
Identification information ; assessment Requirements, communication, risk &
information; classifications stakeholder engagement plans will
change.
2. Change requirements
After the first iteration, there will be 4. Project documents updates
new stakeholders, and new information Documents like the assumption log,
about existing ones that will require issues log, risk register will need to be
changes to be made. updated on iterations.
1. Business Case
2. Stakeholder Register
Next steps… 3. Project Charter (signed if possible)
4. Assumptions Log
This should be done by Thursday, 19 th September 2019 @ 9:45am
