1. Strategic Information Initiatives Week 4 Project Planning Frank Coker, MBA, CMC President Information Systems Management, Inc. (a consulting firm – since 1985) 425-454-5006 office Frank@ISMIGroup.com www.ISMIGroup.com Frank Coker, MBA, CMC President CoreConnex, Inc. (a software and service company – a new start-up) 425-454-5006 office Frank@coreconnex.com www.coreconnex.com

2. 2 Agenda Team Presentations Project Planning - discussion Project team project discussion –Research Process –Presentation Preparation –Deliverables

3. Project Life Cycle 3 Project Planning Project Initiation  Project Objective & Scope  Project Schedule and Budgeting  Project Control Procedures  Business Case  Project Initiation Stage Assessment Project Control  Stage Kick Off  Project Board Meetings  Quality Control  Progress Control  Change Control  Exception Situation Project Closure  Final Product Evaluation  Project Completion  Process Improvement

4. 4 Project Planning General background; connection to mission and vision; critical dates; critical mandates Project goals Project manager Project team and role assignments (need owner of documents and records) Standing status meeting schedule Status meeting agenda Issues log; assignment process, status tracking Milestone dates; project phases Task plan Executive review dates and process Task completion/acceptance sign-off process Management review and sign-off process Project documents library History folder of status reports, task plans and issue logs (w/ version dates)

5. Basic Work Management 5 Task Plan Issue Log

6. Project Initiation 6

7. 7 Positioning Actions Align – show how it is aligned with co goals Get a sponsor Set success criteria – and get buy in CBA / ROI – document Business case (needs benefits) Budget (w/ honesty) Determine competition (other projects in portfolio) Feasibility – availability of resources, capacity, skills Precedents – outcomes Alternatives Risk analysis Delivery strategy – campaign Validate with end users and other stakeholders Focus group validation Build sense of fun Prototype or mach-up