8/8/2019 10 Steps When Implementing a Project

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10 STEPS to run __________ Project Pr. Leader:_________________

Define the project Project objectives, deliverables and benefits from implementing theproject are described.

A Project Leader is assigned.

Project Management Office involved.

Preliminary Initiatives

List

Project Sponsor & Project

Leader

Demonstrate the project need and feasibility

and obtain authorization.

A "Business Case" is created which: Business Case +

Finance Annex

Project Sponsor & Project

Leader & Finance TeamMember

Formally recognizes the project. Detail the business benefits if implementing the project.

Describe business strategy that project aligns to.

Authorizes the Project Leader to start project specific activities

A "go/no go" decision is made by the Sponsor.

Acquire and organize staff (project team). Acquire project team members by 1 to 1 discussionsRole and responsibilities assigned to each team member.

Project Leader & Team

Members

Define, sequence and estimate duration for theproject activities

An activity list (list of all activities that will be performed on the

project)Create the Work Breakdown Structure(WBS)

Estimate of durations (time required) for each activity and

assumptions related to each estimate

Project schedule Project Team & Project

Office Specialist

Obtain final approval from the Project Sponsor.(for medium & high priority/ complexity projects)

A "Project Charter" is created containing: Project Charter Project Leader & ProjectOffice Specialist Detailed business benefits and their sequence of being released

Project plan and Responsibility Assignment Matrix

State the final budget and the constraints, dependencies, time

schedule

Final "go/no go" decision made by the Sponsor.

Create a formal project communication plan.(for medium & high priority/complexity projects)

A communication management plan, including:

Regular team meetings schedule

Internal and external channels of communication, frequencyand types of messages

Project Leader & ProjectOffice Specialist

Identify risks and plan to respond. (for medium

& high priority projects)

A document describing potential risks, including their sources,

Probability & Impact, and solutions to address them.

Project Leader & Project

Office Specialist

Execute project activities Work results (deliverables) are created.Change requests (i.e., based on changes in the project) are identified.

Periodic progress reports released.Team performance assessed, guided, and improved if needed.

Monthly reports Project Office Specialist

Monitor project evolution Verification checklists (to do lists for (each) team members) againsttimeframe.

Monthly reports Project Leader & ProjectOffice Specialist

Close-up and evaluate Formal acceptance, documented in writing, that the sponsor hasconfirmed the closure of the project.

Acceptance Document

Post Implementation

Review

Project Sponsor

Project Office Specialist

8/8/2019 10 Steps When Implementing a Project

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Define the project Project objectives, deliverables and benefits from implementing the

project are described.A Project Leader is assigned.

Project Management Office involved.

Preliminary Initiatives

List

Project Sponsor & Project

Leader

Demonstrate the project need and feasibilityand obtain authorization.

A "Business Case" is created which: Business Case + Annex Project Sponsor & Project

Leader Formally recognizes the project.

Detail the business benefits if implementing the project.

Describe business strategy that project aligns to.

Authorizes the Project Leader to start project specific activities

A "go/no go" decision is made by the Sponsor.

Acquire and organize staff (project team). Acquire project team members by 1 to 1 discussionsRole and responsibilities assigned to each team member.

Project Leader & Team

Members

Define, sequence and estimate duration for theproject activities

An activity list (list of all activities that will be performed on the

project)

Create the Work Breakdown Structure(WBS)

Estimate of durations (time required) for each activity and

assumptions related to each estimate

Project schedule Project Team & Project

Office Specialist

Obtain final approval from the Project Sponsor.(for medium & high priority/ complexity projects)

A "Project Charter" is created containing: Project Charter Project Leader & ProjectOffice Specialist Detailed business benefits and their sequence of being released

Project plan and Responsibility Assignment Matrix

State the final budget and the constraints, dependencies, time

schedule

Final "go/no go" decision made by the Sponsor.

Create a formal project communication plan.(for medium & high priority/complexity projects)

A communication management plan, including:

Regular team meetings schedule

Internal and external channels of communication, frequency

and types of messages

Project Leader & Project

Office Specialist

Identify risks and plan to respond. (for medium& high priority projects)

A document describing potential risks, including their sources,

Probability & Impact, and solutions to address them.

Project Leader & Project

Office Specialist

Execute project activities Work results (deliverables) are created.Change requests (i.e., based on changes in the project) are identified.

Periodic progress reports released.

Team performance assessed, guided, and improved if needed.

Monthly reports Project Office Specialist

Monitor project evolution Verification checklists (to do lists for (each) team members) againsttimeframe.

Monthly reports Project Leader & Project

Office Specialist

Close-up and evaluate Formal acceptance, documented in writing, that the sponsor hasconfirmed the closure of the project.

Acceptance Document

Post Implementation

Review

Project Sponsor

Project Office Specialist

8/8/2019 10 Steps When Implementing a Project

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