Document

Filename

Length

Code

Initial Study

Initial Study v2

4 pages

PM0201

Description

Discusses the background events and issues that determine why a Project is created and the contents of the Initial or Feasibility Study and its Report. The report is often used to begin a project or propose the start of one.

This document looks at some of the questions to be raised by that Study and proposes a structure for the report of findings

Includes

Initial Study - List of Questions to be addressed and a proposed Report Structure

Document

Filename

Length

Code

Project Authority

Project Authority v2

4 pages

PM0202

Description

Outlines the document used to authorise the starting of a Project.

The Project Authority gives the go ahead for a Project (allows the Project Manager to get on with drawing up the Terms of Reference for the Project) and is a crucial document in any Project. An outline contents for the Project Authority is proposed.

Includes

Project Authority - proposed contents

Document

Filename

Length

Code

Objectives - writing and validating

Objectives v2

3 pages

PM0203

Description

Discusses the nature of Objectives and how they can be created, reviewed and used during a Project including a useful way to express all objectives and why should treat them as a flexible tool.

This also presents a simple form that cab be used as a validity (or sanity) check against any or all objectives

Includes

Checklist to test the validity of business objectives

Document

Filename

Length

Code

Background to the Project

Project Background v2

6 pages

PM0204

Description

Defines the work to be carried in doing the Feasibility or Initial Study and in providing the Project Manager with the background to the Project.

An Information Requirements form is also presented. This is a tool designed to enable the Project Manager to get a overview of the use of information in the process, service or system that is the subject of the Project. It tracks the inputs, outputs, storage and processes involved in a system or process

Includes

List of processes within an Initial Study and

Information Requirements Form

Document

Filename

Length

Code

Foundations, Project TOR/Brief, Approach and Registers

Project Foundations v1

8 pages

PM0205

Description

Examines the work to be carried in producing the basic documents that see a Project established and under way.

Having carried out an Initial Study (PM0204) and the obtained the Project Authority to go ahead, there are three basic documents that need to be written or set up at the start of a project.

- the Project Terms of Reference that describes the function of the project, what it is to do, the background scope and objectives

- the Project Approach (Statement) defines the nature of the solution that will be the subject of the project

- the Risk Register captures and acknowledges risks in the project and provides a framework for dealing with them

This document gives a structure (in fourteen sections) for the Terms of Reference, defines the contents of the Project Approach and describes the Risk Register and provides a pro-forma version for you to use.

Includes

Terms Of Reference

Project Approach

Risk Register