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Model Guideline #3

Show me a typical guideline for -

Project Concept Phase Manager

Guideline Goal

To provide for the effective conduct of a project during its Concept Phase

• Note: The skill set required for this phase of a project's work is considered to be sufficiently different to warrant special attention to the person filling this role

Expectations - 1

The Concept Phase Manager's responsibilities include, though not necessarily limited to:

• Conduct of the project through the project's Concept Phase
• Identifying the project's stakeholders
• Documenting their realistic requirements
• Identifying alternatives to meet the need
• With their help, selecting the best alternative
• And Key Success Indicators

Expectations - 2

• Developing a Business Case
  • Including an "Order of Magnitude" cost estimate
• Recommending a Priority Class
• Maintaining an updated project Scope Description
• Preparing a project Budget Worksheet
• Securing project funding to continue into Phase 2 - Project Definition for a viable project
  • Or, recommend the project be aborted

Particulars - 1

• Even though a Project Need has been identified and has been given management's approval-in-principle, little if any substantive information will be available on the real requirements of stakeholders, systems solutions, alternatives available, benefits, financial justification, resources required and priority
• The purpose of the Concept Phase, therefore, is to begin the journey of collecting this information in a manner and detail that will enable management to decide whether or not the project should be continued and, if so, on what priority

Particulars - 2

• It should be noted that many project failures can be traced directly to inadequate attention and management during this vital phase of the project.

• This preliminary analysis and justification usually does not require the services of a "traditional" project manager, and the cooperative, analytical and technical skills required may be such that some other specialist is more appropriate
  • Nevertheless, this project process must be properly managed and led

Definitions and Responsibility

Definitions to be included

• Concept Phase Manager, Project Priority Class

Primary responsibility

• Project Concept Phase Manager

Responsible to

• Project Sponsor