3 steps to initiate any project
TRANSCRIPT
“A JOURNEY OF A THOUSANDMILES MUST BEGIN WITH A SINGLE STEP”
LAO-TZU (604-531 BC),CHINESE PHILOSOPHER
THE 3 STEPS
1 2 3Get the Project
Approved,Sponsored and
ResourcesAllocated
Decide theProject
ManagementProcess
Create aCollaborative
Project Site
1Get the Project
Approved, Sponsoredand Resources
Allocated
1Get the Project
Approved,Sponsored and
ResourcesAllocated
At this stage, you will need a meeting with the
project sponsor. It's also possible that the sponsor
will request a project charter or a project
statement.
Even if the sponsor doesn't request one, it's a good
idea to produce one for yourself and the rest of the
project team.
1Get the Project
Approved,Sponsored and
ResourcesAllocated
A project charter or statement may well contain the
following information:
1. Project identification
2. Project description
3. The priority of the project
4. The organization that the project is for, what
customer organization
5. The proposed project manager
6. The type of project
7. The status of the project
8. When the project should start
9. When the project is due to finish
10. And any other assumptions about the project
1Get the Project
Approved,Sponsored and
ResourcesAllocated
Certain projects will also require you to have a high
level plan at this early stage. The amount of
information and process needed for this first step
will depend on the project in hand, the organization
you're working for and it will of course depend on
the preferences of the project sponsor you're trying
to sign up.
2Decide the
ProjectManagement
Process
As they say, be careful what you ask for, you just
might get it! Now you have a project approved and
you need to decide how to manage the project and
how much project management rigor you will apply.
2Decide the
ProjectManagement
Process
Your organization may have guidelines or
templates for certain project types, which will make
this step easier as you will be selecting a pre-
defined approach and then perhaps tailoring it.
This will make your life easier, as long as the local
guidelines are sensible!
2Decide the
ProjectManagement
Process
If you do not have local guidance then you can look
at this step as thinking through the typical project
management items and deciding which ones you
need for your project.
2Decide the
ProjectManagement
Process
These typical project management items might include:
- Project Statement / Project Definition / Project
Charter
- Formal Work Breakdown Structure
- Teams, Roles and Responsibility Definition
- Risks
- Contacts
- Decisions
- Goals
- Issues
- Change Request Documents / Deliverables
- Action / Task List
- Meetings – Agenda, Minutes, and Actions
3Create a
CollaborativeProject Site
Managing projects collaboratively means you'll
need a collaborative project site.
With many free options available (such as
Microsoft SharePoint Foundation) you have no
excuse not to be managing projects collaboratively!
3Create a
CollaborativeProject Site
The site you set up needs to mirror the approach to
project management that you will undertake.
On the next page, you'll find a table using some of
our BrightWork templates to jumpstart your ideas
for this step.
Project Home Project HelpInitiate & Plan Project Statement Tasks Update Task Reports DocumentsExecute & Control My Work Reports Work Reports Issues Update Issue Reports Status ReportingSite Contents
Project Home Project HelpInitiate Project Statement Goals ContactsPlan Tasks Update Task Reports Documents Risks Resource ReportsExecute My Work Reports Work Reports DiscussionsControl Issues Update Issue Reports Metrics Status ReportingSite Contents
Project Home Project HelpInitiate Project Statement Goals ContactsPlan Tasks Update Task Reports Documents Teams & Roles Risks Resource ReportsExecute My Work Reports Work Reports Discussions Email WikiControl Issues Update Issue Reports Metrics Status Reporting Change RequestsClose Lessons Learned Post-MortemSite Contents
On the left you are following a liteapproach and managing with a fewelements, e.g. Project Statement,
Issues, and Tasks. On the right, youare following a structured approachand managing everything that you
can think of!
Why not try out this 3 step process using afree trial of the BrightWork project
management software?
CLICK HERE TO START YOUR FREE TRIAL