Week 4 - Poject Definition (ODL Version)

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PROJECT DEFINITION

LESSON OUTCOME
At the end of this chapter, students will be able to :
 Discuss the importance of defining a project correctly.
 Determine the questions must be answered to properly define a project.
 Review the essential elements for a Project Charter.
PROJECT DEFINITION
Defining a project is a process of selection and reduction of the ideas
and perspectives of those involved into a set of clearly defined
objectives, key success criteria and evaluated risks.

This definition process should end in the production of a Project


Definition document, sometimes called a Project Charter.
PROJECT DEFINITION
Project definition elements:
 Aims
 Benefits and Risks
 Contextual factors
 Deliverables
 Evaluation
 Funding and Resources
 Guiding Principles
BASIC PROJECT DEFINITION QUESTION
Define the project’s aims

‘What are the aims of the project?’

•Ask the potential client to describe what he or she wants from the
project and listen carefully to the reply.
BASIC PROJECT DEFINITION QUESTION
Define the perceived benefits and risks of the project

‘What benefits do you (the client) expect from the project?’

•Digging deeper into the aims of the project define what benefits the
client expects the project to yield.

•For example, an organization that decides it needs a website may


not be sure why. You are the expert in this field and can make some
suggestions of potential benefits but be careful not to lead the client
away from what they want.
BASIC PROJECT DEFINITION QUESTION
Define the contextual factors, which could influence the project

‘What related factors could influence the project?’

• There are many contextual and historic factors, which if ignored at an


early stage will trip the project up later.

•The context is the environment in which a project will develop.

•There are so many possible contextual factors that may influence a


project. They vary depending on the type of project being defined.

•Here is a list of some possible contextual factors that may need careful
consideration:
Legislative requirements
Regulatory requirements
Previous failed attempts at the project
Organizational drivers for the project
Internal or external support or opposition to the project
Public opinion
Physical environment
BASIC PROJECT DEFINITION QUESTION
Define the deliverables for the project

‘When will we know the project is complete?’

•Many projects end in frustration when the contractor feels the project is
complete but the client was expecting more.

•For example, is the client expecting a concept plan, a detailed design, a


pilot programme or fully working model?
BASIC PROJECT DEFINITION QUESTION
Define how the project will be evaluated
‘How will we know if the project is a success?’

The project will only be a success if the client judges it to be successful,


however it is useful to know how they will be making that judgment.

For example, here are some ways people may judge the success of a website:
Looks
Use of technology
Ease of use
Functionality
Effectiveness
Integration with other online and offline workflow
Financial benefits

Knowing which of these are most important to the client will help you make
the project a success. The more clearly evaluation of success for the project
is defined at the beginning of the project, the more likely it is to be
successful. Firm evaluation outcomes are not negotiated during project
definition.
BASIC PROJECT DEFINITION QUESTION
Define the funding and resources available for the project

‘What resources are available for the project?’

You will need to know what funding and other resources, such
as people, technology, materials, are available to you for the
project.
BASIC PROJECT DEFINITION QUESTION
Define the guiding principles for the project

‘Are there any underlying principles I should be aware of


before starting the project?’

•Many organisations have their own set of principles to guide their


operations.

•You need to know what these are so that you do not contravene
them.

•Adopting these as guiding principles for the project reassures the


client that your approach will blend easily with their organisational
direction.
PROJECT CHARTER
Project definition document.
The project charter is the first document that exists in the project. It
causes the project to come into existence.
The project charter names the project and briefly describes it.
The project charter should be written by the project manager, but it
must be issued under the signature of someone above the project
manager who has the authority to make project assignments.
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WHY DO WE DO A PROJECT CHARTER ?

 Project manager needs to understand the project in order to


run the project and to produce the expected outcomes

 The way the project manager will set up and run the project
depends of the priorities of the project

 Obtaining commitement from the project owner is key to get


support from the project owner/sponsor when things get
difficult

 It’s a sort of a contract between the project manager and the


project sponsor
PROJECT CHARTER
What Every Project Charter Should Include:

Project Authorization.
A brief written statement should identify the authorized project by
name and/or number.

Project Manager Authorization.


The name of the project manager, including a description of his/her
responsibilities should be clearly identified.
PROJECT CHARTER
Key Stakeholders.
All key stakeholders identified in the project proposal, those who
can positively or negatively influence the success or failure of a
project, must be identified. Their functions and roles must also be
defined clearly to avoid role confusion. List all stakeholders, their
roles, and how they will contribute to the project.

Project Goal(s).
Having a clear, agreed-upon, goal statement is vital to the success
of the project. The goal statement in the project charter must be
identical to the goal established in the approved project proposal.
The goal must be:
Specific
Measurable
Achievable
Relevant to the corporate strategy
Time-lined
PROJECT CHARTER
Project Priorities.
A list of the project priorities (time, cost, scope, etc.) must be included
and delineated in the order importance.
These priorities should remain constant throughout the project
whenever possible.

Scope Statement.
A scope statement that describes the major activities of the project in
such a way that it will be absolutely clear if extra work is added later
on.
The scope statement in the project charter must reflect the approved
scope described in the project proposal, and may further expand on its
details.
PROJECT CHARTER
Project Requirements.
• Client will identify the product requirements–what the product
is expected to do, and how it must perform.
• Most clients don’t know what they want until they know what
you can provide, so initial product requirements are often “soft.”
• Product requirements must be consistent with those in the
approved project proposal.

Project Assumptions.
Any and all assumptions related to this project must be clearly
described. This may include the availability of specific resources,
information, funding, and project personnel skills.
PROJECT CHARTER
Project Constraints & Boundaries.
Any constraints or boundaries placed on this project must be clearly
described.
This might include budget/funding limits, time constraints,
regulations, or quality standards that must be met.

Initial Project Risks.


Any identifiable obstacles and risks (threats) that might prevent
the successful attainment of the project goals must be considered.
Each risk must be analyzed, quantified, and prioritized as much as
possible with the information available at this stage of a new
project.
Risk responses, including mitigations, risk sharing, risk avoidance,
and risk tolerances should be described in this portion of the project
proposal.
PROJECT CHARTER
List of Deliverables.
The project charter should include a list of deliverables produced by the
project and submitted to a client or project manager for acceptance.
There can be both intermediate and end deliverables.

Cost Estimates.
Any cost estimates that were developed and approved in the project
proposal must be reflected in the project charter. These might also
contain the following aspects:
How fixed is the budget?
Why was it set at ($$$)?
How far over the budget or how late can we be and still be successful?
PROJECT CHARTER
Schedule Estimates.
Any project duration estimates that were developed and approved in the
project proposal must also be reflected in the project charter. These might
also contain the following aspects:
How was the project deadline arrived at?
Why does the project need to be finished by (date)?
Do we know have enough information to produce a reliable estimate?

Integrated Change Control.


The project charter must also define how changes to the project charter, or
the approved project management plan, will be managed.
Processes such as changes in scope, design, cost etc. must be described in
detail, including who has the authority to accept of reject these changes.
PROJECT CHARTER
Success Criteria.
In addition to the project goals it is also important to determine the
success criteria of a project.
Not all projects finish exactly on time, within budget, or with all initial
scope completed, but this does not mean that a project has failed.
Aggressive, but doable success criteria will ensure having a motivated
project team.
PROJECT CHARTER
Project Authorization Project Manager Key Stakeholders
• Authorized project by name
Authorization • Functions and Roles
• Project manager name and responsibilities

Project Goal Project Priorities Scope Statement


• Specific; Measurable; Achievable; Relevant to • Time, Cost, Scope, etc. (to be consistent • Approved major activities of the project
the corporate strategy; Time-lined throughout project)

Project Requirement Project Assumptions Project Constraints and


• What the product is expected to do? and How it • Availability of specific resources, information, Boundaries
must perform? (consistent throughout project) funding, and project personnel skills
• Budget/funding limits, time constraints,
regulations, or quality standards

Project Risks List of Deliverables Cost estimates


• mitigations, risk sharing, risk avoidance, and risk • List of deliverables produced by the project • How fixed is the budget?
tolerances • Why was it set at ($$$)?
• How far over the budget or how late can we be
and still be successful?

Schedule Estimates Integrated Change Control Success Criteria


• How was the project deadline arrived at? • how changes to be managed? • Finish exactly on time, within budget and
• Why does the project need to be finished by • changes in scope, design, cost etc according to quality
(date)? • accept of reject these changes
• Do we know have enough information to
produce a reliable estimate?
WHAT TO DO IF YOU HAVE NO
PROJECT CHARTER?
If you as a project manager have no written project charter you
should write one and then submit it to your sponsor, and the other
key stakeholders, for review, revision, and written approval.

It is critical that all project charters be in writing and signed by the


appropriate stakeholders.

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