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Phase 1: Project Initiation |
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Problem (Opportunity) Statement |
A correctly stated problem/opportunity maybe the most important step. |
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Voice of the Customer “CTQ” Requirements |
Used to describe customer needs or requirements. |
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Project Requirements PM Questions |
Document the project outcomes or deliverables wanted by clients or users. |
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Balanced Scorecard – Dashboard |
Align proposed project outcomes with strategic objectives. |
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Feasibility PM Questions |
Get a sense of project feasibility. |
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Cost/Benefit Summary & Go No/Go |
Develop estimated project costs/benefits to help decide if the project is justified. |
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Project Charter |
Ensure understanding of the compelling reasons to embark on the proposed project. |
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Assemble a High Performance Project Team |
Get the right mix of people with complementary skills to enhance team effectiveness. |
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Phase 2: Project Definition & Planning |
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Goal Statement Development: |
Without a clear goal, people can easily head down the wrong thinking pathway and develop ineffective solutions. |
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Data Gathering |
To define the situation, decide what information is most relevant and essential to collect. |
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Project Roadmap (Milestone Chart) |
High level goals and objectives are used to guide and monitor project work efforts |
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Five Hows |
The Five How’s technique is used to help identify the tasks (steps) necessary to implement a solution. |
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Obstacle (Gap) Analysis |
Get from the current state/situation to the desired state/situation by removing obstacles. |
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Gantt Chart |
Graphically display project tasks as a way to measure project progress. |
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Assign Responsibilities |
This template is a planning tool to help organize tasks and Assign responsibilities. |
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Status Reporting |
Communicate on-going project status to all stakeholders |
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Phase 3: Project Design, Development & Test |
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Change Management PM Questions |
Help identify and develop a Change Management Process |
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Change Request Template |
Template to help determine what changes to make or reject. |
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Design Deliverables PM Questions |
Design the end deliverables. This minimizes re-work because Users/Clients make changes upfront. |
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Test Deliverables PM Questions |
Test the design to uncover any fatal flaws that would prevent successful implementation. |
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Failure Mode and Effect Analysis (FMEA) |
Eliminate failures before they occur, or to reduce the rate of occurrence. |
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Go/No-Go Decision |
Continuously ask: “Why are we doing this?” and “Should we continue, stop or postpone the project?” |
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Phase 4: Project Implementation |
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Implementation Planning & Monitoring PM Questions: |
While solutions require escaping organizational structure, implementation requires engaging it. |
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Gantt Chart |
Graphically displays lower level project tasks as the benchmarks to measure a project's progress. |
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CPM/PERT |
Most appropriately used when the project has many interactive tasks. |
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Project Work Plan |
Documents the activities, sequence, schedule and responsibilities necessary to complete a project. |
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Task and Resource Template |
Project success depends on the attention and management of detailed tasks. |
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Contingency & Corrective Action Plan |
Prepare for potential implementation problems rather than simply waiting and reacting to them. |
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Conversion & Launch Plan |
Sometime called a cutover plan, it details the activities associated with converting to the new solution |
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Phase 5: Project On-going Control & Maintenance |
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Feedback PM Questions |
Identify feedback mechanisms to make ongoing corrections or promote continuous improvement. |
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Backup & Recovery PM Questions |
Even though an area has never been damaged, there is no guarantee that it will not happen tomorrow. |
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Run Control |
Identify variation in the form of trends, shifts or other non-random patterns. |
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Histogram |
Illustrate how frequently something occurs. |
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Scatter Diagram |
Determine causal relationships between two variables. |
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Phase 6: Project Evaluation & Close |
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Review & Lesson Learned PM Questions |
Identify what project management changes should be implemented for future projects. |
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Project Summary Template |
Final Project Report |
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Celebrate & Detach PM Questions |
Reward workers and celebrate successful work efforts and project completion. |