At the start of any project, there
will be a variety of ideas and opinions about the purpose and scope of the
project, what the final product of the project will be, and how the project
will be carried out. The Project Initiation Stage is concerned with taking
these ideas and intentions and developing them into a formal, planned,
resourced and funded project.
In order to
define a project in this way, it is first necessary to clearly and explicitly
define what the project is intended to achieve and what its scope of interest
will be.
By defining this first, a benchmark
is created for assessing the quality of what is actually produced at the end of
the project.
It is also necessary to develop a
process by which the project objectives can be achieved. This process will
typically involve carrying out a number of tasks and producing a number of
products during the course of the project. The tasks produce the products. For
clarity of purpose and for control reasons it is useful to arrange these tasks
in a top down structure, which progressively specify the required work in more
detail.
This is
called a work breakdown structure. LBMS provides a series of standard work
breakdown structures for strategic planning and applications development.
However, it is important to look for opportunities to customize this for the
particular circumstances of the project and its objectives. The work breakdown
structure will provide a benchmark by which the quality of the project process
can be assessed.
The
Project Initiation Stage must also define what resources and associated time
commitment are required to carry out the project. The work breakdown structure
provides a basis from which this estimation can be carried out. The resource
and time commitment can be used to calculate an end date for the project and an
estimate of its cost. This information is key input into the establishment of a
business case for the intended project.
The
overall project schedule is not at a sufficient level of detail to enable the
allocation of actual resources to tasks, or to control progress. It is
necessary to produce a more detailed plan for these purposes. This detailed
plan is only produced for the next stage of the project, usually covering an
elapsed time of two to four months.
The way
the project is managed and executed is the key to its success. The involvement
of the right people for data capture and decision making is also crucial. It is
necessary to identify and recruit these people at the start of the project and
to define the project organization structure. It is also necessary to establish
the procedures that will be used by the people in the Project Organization
Structure to carry out and control the project work.
Finally,
in order to establish a resourced and funded project, it is necessary to
establish a clear and convincing business case for the project. This business
case should be reviewed, and hopefully accepted by management. The business
case will identify the projected benefits of meeting the objectives of the
project, and balance these against the costs and risks associated with
realizing these benefits. The business case can also be used as a benchmark to
compare against actual results, costs and benefits in order to assess the
ultimate success of the project.
The
Project Initiation stage is described here as a sequence of steps. In reality,
once the objective and scope have been defined, many of these steps occur in
parallel, and the step products are developed iteratively, since there are many
dependencies between the steps. It is necessary to plan the Project Initiation
stage, albeit in an informal manner. Therefore it is important to create a
Project Initiation Kick Off Plan scheduling the activities and resources.
Assignment:
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