Develop Initial Project Charter
- Executive summary.
- Project name.
- Scope, objectives and terms of reference.
- Risks, issues, constraints and problems.
- Resources and skill requirements.
- Project and quality management strategy and approach.
- Standards and project status measurements.
- Document management.
- Change and problem management.
- Budget and Time frames
NB – Obtain sign off from sponsor
The Charter must reflect the nature of the project
The plan must reflect the type / nature of the project:
- Elapsed time.
- Number of consultants involved.
- Proximity to client / visibility.
- Standard methodology or new approach.
- Product or process.
- Creative or routine.
Review Proposal Commitments
- Client requirements and expectations.
- Scope, approach and milestones/dates.
- Project team names, availability, roles and responsibilities (client/consultant.
- Level of participation from client staff.
- Project services provided by client.
- Interim and final deliverables.
- Frequency, format and dates of project meetings.
- Key assumptions and acceptance criteria
Provide revised letter of agreement, if necessary,
or document any decisions in the charter
Define Appropriate Support Procedures, Methods and Tools
- Identify/implement appropriate toolkit.
- Establish data management approach and cycle (to monitor progress, facilitate billing).
- Establish issue resolution/client liaison process.
- Develop/implement measures to monitor client satisfaction.
- Initiate regular project team meetings.
- Establish reporting responsibilities and formats e.g. exceptions to plan only.
- Establish documentation policies and procedures index.
Build a Conceptual Framework
- Agree to a common approach to the project with the team.
- Base this on the proposal/contract – revisit regularly.
- Challenge regularly and negotiate modifications, as required (assess client flexibility).
Design Approach to Information Collection
- What kind of information is required?
- How accurate does it need to be?
- What level of detail is required?
- Is the information available?
- From what sources, at what costs?
- How reliable is the information?
- Who will obtain the information (consultant/client/third party)?
- How will it be collected?
- How will it be stored, indexed and retrieved?
Design Work Product Flow and Deliverables
- Plan and design interim and final deliverables.
- Obtain client consensus on reporting formats, level of detail, etc.
- Identify work product dependencies.
Develop Detailed Work Plans and Schedules
- Develop detailed schedules
- Align budgets to schedules
- Identify resource implications
- Allow for QC and review
- Include reporting points
- ID & manage inter- and intra-project dependencies
Plan in enough detail to identify potential pitfalls