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Project Management Series

The Project Charter - Understanding the Need

1

© 2015 Core Performance Concepts Inc.

Things to Know…

All participants will be on mute.

Questions are encouraged.

Use the question box to ask questions.

PM training is valid for 1 PDU

Must be in attendance

PDU certificate sent by the end of the week

© 2015 Core Performance Concepts Inc.

Moderator

Denise Rodriguez

Project Insight

Marketing

Denise.Rodriguez@projectinsight.com

www.projectinsight.net

© 2015 Core Performance Concepts Inc.

Presenter

Diane C. Buckley-Altwies, MBA, PMP, Author

CEO, Core Performance Concepts Inc.

dbuckley@cpconcepts.net

www.coreperformanceconcepts.com

PMP® and CAPM® are registered trademarks of the Project Management Institute

© 2015 Core Performance Concepts Inc.

New Format

2nd Wednesday of the Month- Review new skill or concept

4nd Wednesday of the Month- Review real submission from the

audience

- More Q&A time

- More Panel Discussions

© 2015 Core Performance Concepts Inc.

Customer vs Company

© 2015 Core Performance Concepts Inc.

Project Failures

• Lack of senior support

© 2015 Core Performance Concepts Inc.

Project Failures

• Scope creep

© 2015 Core Performance Concepts Inc.

Understanding the Need

© 2015 Core Performance Concepts Inc.

Why is it Hard?

© 2015 Core Performance Concepts Inc.

Project Charter

A document issued by the project initiator or

sponsor that formally authorizes the existence of a

project and provides the project manager with the

authority to apply organizational resources to

project activities.– PMBOK® Guide, 5th Edition

© 2015 Core Performance Concepts Inc.

Project Description

• Briefly describe the final project product or

service

Create a new website for our business.

Create a new website that allows our customers to view the art that is

on display currently and allows them to connect directly with each

artist.

© 2015 Core Performance Concepts Inc.

Business Justification

• Identify the business need that describes why the

project was selected; clarify how the situation will

improve when the project is completed

In order to differentiate ourselves from other art galleries in our marketplace, we

want to be able to have a more interactive website that allows customers to

browse all of the art on display as well as other pieces by the artist we support.

Giving the customer access to the artists directly will create a community around

our art gallery which should keep customers coming back for more.

© 2015 Core Performance Concepts Inc.

Major Project Components

• List major subprojects, segments, or components

that make up the project work

1. Find a Hosted Solution

2. A main webpage for the gallery

3. Individual pages for each artist

4. A mechanism for customers to communicate to artists

5. A mechanism for customers to interact

© 2015 Core Performance Concepts Inc.

Project Objectives & Deliverables

• Describe quantifiable criteria used to measure

completion of the project scope; define quality

criteria for product or service acceptance

1. By launch, a web page for every artist currently in the gallery

2. By launch, a way for customers to interact directly with artists and

other customers of the gallery

© 2015 Core Performance Concepts Inc.

Constraints / Assumptions

• Identify limiting factors or underlying assumptions

regarding scope, cost, schedule, or quality

1. The hosted solution must cost no more than $500 per month

2. The hosted solution should be simple for the current gallery owners to update.

There is no plan to hire a webmaster at this time

3. Artists will be willing to interact with customers on the website community

© 2015 Core Performance Concepts Inc.

Risks

• List known risks

1. Artists may not want to interact online which would

reflect poorly on the gallery

2. The hosted solution is too complicated for the gallery

owners to maintain

© 2015 Core Performance Concepts Inc.

Remaining Charter Components

• Procurement Items

• Project Team & Key Stakeholders

• Project Support & Authority

© 2015 Core Performance Concepts Inc.

The Project Charter

• The What

• The Why

• More details on the

What

• The Proof

• The Known Gotchas

• What to Buy

• Who is Important

• Who is in Charge

© 2015 Core Performance Concepts Inc.

It is YOUR Turn

Download our Project

Charter Template &

Submit to

charter@cpconcepts.net

© 2015 Core Performance Concepts Inc.

© 2015 Core Performance Concepts Inc.

© 2015 Core Performance Concepts Inc.

© 2015 Core Performance Concepts Inc.

Teach and Earn More PDUs

Use Core Performance Concepts’ proven materials

Fast and easy way to deliver training in your organization

Contact us license@cpconcepts.net

90 topics to choose from,

Including PMP Prep

© 2015 Core Performance Concepts Inc.

2015 Schedule

April – Creating Requirements in an Agile Environment

May – Managing Multiple Priorities

June – The WBS – Getting your customer to commit

July – Building a Culture of Enthusiastic Change

August – Telling it Like it is: Situational Conflict

September – Being a Cost Conscious Change Agent

October – Emotional Intelligence – Understand Yourself Then Understand Others

November – Being “that” Person that EVERYONE wants on their team

December – Getting People to Do What You Want them to Do

© 2015 Core Performance Concepts Inc.

Special Promotion

Continue improving your project management

skills. Core Performance Concepts offers a

10% discount on their online courses for

anyone attending the webinar.

Check them out today!

http://clicky.me/cpc-pm

© 2015 Core Performance Concepts Inc.

Earn PDUs

You will automatically receive your PDUs certificate via email after the webinar

For further questions: Denise.Rodriguez@projectinsight.com

Earn 1 PDU for each webinar session attended

To register your PDUs go to www.pmi.org and login as a member of PMI to record continuing

education

Select Category B – Continuing Education

� Input start and end dates

� Hours completed: 1

� Provider name: Core Performance Concepts Inc.

� Phone number: 949-859-7004

� URL: www.coreperformanceconcepts.com

� Email address: info@cpconcepts.net

© 2015 Core Performance Concepts Inc.

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© 2015 Core Performance Concepts Inc.

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© 2015 Core Performance Concepts Inc.

Thank You!

March 25th – 8am PT

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