Pre-Project Checklist

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1.  Develop the Business Case.
   • Overview. This document plays the primary role within the preparation (pre-project) phase. It outlines reasons for project launch and specifies a business problem/opportunity to be addressed/exploited by the project. Do the following tasks to develop your business case document.
   • Research your business problem/opportunity and identify a range of alternative solutions available.
   • Define reasons to start the project.
   • Prepare a description of the reasons and use it to convince your sponsor to make investments in your project.
   • When negotiating with the sponsor, focus on possible benefits to be delivered by the project.
   • Identify potential threats and uncertainties that may have an impact to the project.
   • Plan for methods to manage risks and respond to issues.
   • Write the business case considering the mentioned information.
   • Send a funding request to the sponsor.
   • Receive a formal approval from the sponsor.
2. Research Feasibility.
   • Overview. When you have received an approval from your sponsor, now you can develop a documented confirmation to prove that your project is technically feasible and has an economic sense. You need to study the feasibility of the project. Do the following tasks.
   • Review every alternative solution defined in the business case and research it for profitability (for example, by using cost-benefit analysis).
   • Research all the solutions for technical feasibility (it means you need to define strengths, weaknesses, opportunities, and threats per solution – that can be done by conducting SWOT analysis).
   • Review results of both analyses and select the most feasible and profitable (cost-effective) solution for your project.
   • Define business requirements (inputs) for the best solution.
   • Document your choice in a formal feasibility research report.
3. Define Stakeholders.
   • Overview. Now you have everything required to plan for stakeholders of your project. It means that along with the sponsor you need to get financial and non-financial support of other people and/or organizations that may be interested in the project. Here’re key tasks to define your stakeholders.
   • Define the customer (a person or organization interested in using or consuming the product of your project).
   • Select suppliers or procurers (organizations providing goods and services necessary to your project).
   • Define facilitators (organizations providing technical and consulting support to your team).
   • Define partners (organizations having a concern or interest in your project, they may share risks and gain some profit).
   • Choose candidates to the team.
   • Assign the project leader (manager).
   • Establish the project management office (a management team taking control of the project and making operational decisions on the management process).
   • Establish a governing institute (for example, the Steering Committee which defines strategic development of the project and provides oversight)
   • Develop a document listing all the stakeholders of your project (the stakeholder list).
4. Establish the Project Charter.
   • Overview. Now you can start planning for roles, duties and responsibilities of the stakeholders. By using the stakeholder list you can develop a matrix showing how each of the stakeholders relates to the overall project or/and its certain phase(s). Such a matrix is called the Project Charter. Here’re tasks to develop this document.
   • Define objectives of the project.
   • Outline the project scope including boundaries and assumptions.
   • Determine critical deliverables per implementation phase of ...

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