- Prepare your business justification
In a business case, clearly and logically explain the reason for starting the project. Explain the business drivers, scope of the project, an analysis of the assumptions, costs and benefits, and the risks of not proceeding. You will also provide the feasibility of doing this project and the proposed solution that will be most successful.
For a small project prepare a BOSCARD, otherwise complete the Business Case document. This is the first pass approval required from a Sponsor or Approval Body before proceeding to a detailed Project Brief.
- Develop a Project Brief/Charter
To seek final approval for a project to proceed, prepare the Project Brief. This document encompasses the business case prepared above, including the:
- Proposed solution and approach
- Key deliverables (outputs) and timeframes
- Project team including roles and responsibilities
- Customers and stakeholders (see below)
- Risks, issues and assumptions
- Governance and reporting
- Benefits to be realised
The Project Brief needs to be prepared in close consultation with the stakeholders and the Sponsor to ensure the project proposal is feasible.
- Identify your stakeholders
A critical factor for a successful project is stakeholder identification and engagement. You need to identify the stakeholders who are impacted or will influence the project. It is beneficial to ensure the stakeholders expectations align with the project’s purpose. It is also an opportunity to identify how stakeholder participation can help direct the project’s success and how best to engage with them about the change created by the project.
- Seek approval to proceed
For a small project, submit your Project Brief to the Project Sponsor for approval to proceed.
For a medium or large project, submit your Project Brief to the Project Sponsor and the Approval Body for approval to proceed with the project.
An approved Project Brief allows you to appoint a Project Manager and leads to the formation of a Project Board or Steering Committee where applicable. Now you can progress to the next stage – Planning.