Initiating a Project - Mod 101 Flashcards
Initiating Project Group
align the stakeholders’ expectations and project purpose, inform stakeholders of scope and objectives, and discuss how their participation in the project and its associated phases can help to ensure their expectations are met.
Initiating Group Processes
Develop project charter and identify stakeholders
Project charter
documents the formal authorization of the existence of the project; part of the Project Integration Management knowledge area
Identify Stakeholders
identifies the people, groups, or organizations that could impact or will be impacted by the project
Project boundary
point in time a project or project phase is authorized to its completion
Project Integration Management
includes the processes and activities to identify, define, combine, unify, and coordinate the various processes and PM activities within the PM Process Groups (knowledge area owned by project manager – cannot be delegated or transferred)
Trends and Emerging Practices in Initiating Project Group
a. Using automated tools
b. Using visual management tools
c. Managing project knowledge
d. Expanding the project manager’s responsibilities
e. Leveraging hybrid technologies (e.g., agile)
Tailoring Considerations in Initiating Project Group
a. Adjust project and development life cycles as needed.
b. Manage approaches and project knowledge.
c. Define processes for change management and governance.
d. Capture lessons learned and ensure delivery of project benefits.
Agile/Adaptive Environments in Initiating Project Group
a. Detailed product planning and delivery are delegated to the team.
b. PM focuses on building a collaborative decision-making environment.
c. Ensure that there is a broad skills base rather than a narrow specialization.
Inputs for a project charter
i. Business documents – project benefits management plan is the document that describes how and when the benefits of the project will be delivered, and describes the mechanisms that should be in place to measure those benefits.
ii. Agreements – agreements define the initial intention of the project. Examples include memorandums of understanding (MOUs), service level agreements (SLAs), letter of agreements, etc.
iii. EEFs
iv. OPAs
Tools and Techniques for Developing a Project Charter
i. Expert judgment – may involve consulting with individuals or groups with the expertise or specialized knowledge such as consultants, stakeholders, associations, industry groups, SMEs, and the PMO.
ii. Data gathering – includes brainstorming to identify a list of ideas in a short period of time, focus groups to bring together stakeholders and SMEs to learn about the perceived project risk and success criteria, and interviews to obtain high-level requirements, assumptions or constraints.
iii. Interpersonal team skills – interpersonal and team skills include conflict management, facilitation, and meeting management.
iv. Meetings – meet with key stakeholders to identify the project objectives, success criteria, key deliverables, high-level requirements, summary milestones, and other summary information.
Outputs for Developing a Project Charter
i. Project charter – formally authorizes the project, gives the PM legitimacy, and signifies the project sponsor’s commitment.
ii. Assumption log – captures high-level strategic and operational assumptions and constraints and documents lower-level activity and task assumptions.
Stakeholder Identification Process - Trends and Emerging Practices
i. Identify all stakeholders, not just some.
ii. Ensure the entire team engages all stakeholders.
iii. Review stakeholder engagement on an ongoing basis.
Stakeholder ID Process - Tailoring Considerations
i. Follow a process that will ensure stakeholder diversity.
ii. Uncover the complexity of stakeholder relationships.
iii. Leverage the most efficient technology to communicate with stakeholders.
Stakeholder ID Process - Agile/Adaptive Environments
i. Engage stakeholders directly instead of going through a hierarchy.
ii. Schedule regular interactions with the stakeholder community.
iii. Accelerate the sharing of information to all stakeholders.