1. PM Basics v1.0 1.1

2. Review of Session 1 (Basics) What is a project? Project management process groups Project Management and Portfolio Management Role of project manager & other roles 2.2

3. 2.3

4. Agenda Purpose of Initiating Process Project Selection Deliverables Initiating Activities Develop the Project Charter Identify Stakeholders 2.4

5. 2.5

6. Project Management Process Groups 2.6 Monitoring & Controlling Processes Initiating Process Planning Process Executing Process Closing Process

7. Initiating Processes 2.7

8. Initiating Process Group Processes to define a new project or new phase of existing project by obtaining authorization to start... PMBOK  Guide Fifth Edition 2.8

9. How are the following projects authorized?  IT projects  Technical projects  Halawa Genesis projects What are other ways projects are authorized? 2.9

10. Prerequisites to Initiating Process Some organizations have prerequisites that must be met before a project is authorized. Prerequisites may include: Business case Statement of work Customer agreement 2.10

11. 2.11

12. Project Selection Project value to organization using decision models Expert judgment “Best” alternative of achieving end product Pre-initiating or project design methodology (i.e. Logical Framework Approach) 2.12

13. Project Selection 2.13 Organization Project Organization Project Activities Strategy/Goal Justification/Purpose InputsOutputs PresentFuture

14. Successful projects Skilled Proj Mgrs Effective Proj Sponsors Portfolio Management Process Proj Mgr Development PM Knowledge Mgmt Sponsor Development Project Selection Resource Allocation PM Governance MAJOR RISK: To meet the objective, these need to be addressed.

15.  Form 3 teams of 4~5 people.  Propose a project related to DLS’ core strategies: 2.15

16. 2.16

17. Deliverables of the Initiating Process 1. Project charter 2. Stakeholder register 2.17

18. 2.18

19. Project Charter Formally authorizes the project or phase and authorizes project manager. Documents business needs, assumptions and constraints Documents high-level requirements to satisfy stakeholder needs PMBOK  Guide Fifth Edition 2.19 PMI, PMP, PMBOK ® Guide and the PMI Registered Education Provider logo are registered marks of the Project Management Instituted, Inc.

20. PMBOK Charter Requirements 1. Project purpose / justification 2. Measureable objectives / success criteria 3. High level requirements 4. Assumptions and constraints 5. High level project description / boundaries 6. Summary milestone schedule / budget 7. Stakeholder list 8. Project approval requirements (what & who) 9. Assigned project manager and authority level 10. Who authorized the project charter 2.20

21. DLS Project Charter 1. Project purpose / justification 2. High-level project approach 3. Project deliverables and exclusions 4. Assumptions, constraints, and dependencies 5. Proposed team composition 6. Who approved the project charter 2.21 TEMPLATE SAMPLE

22.  Develop a formal project charter that your team will use throughout the remainder of the course. 2.22

23. 2.23

24. Stakeholder A person or group: That is actively involved in the project; or Whose interests may be positively or negatively affected by the execution or completion of the project. 2.24

25. Stakeholder Register Identification (name, position, location, project role, contact information) Assessment (expectations, influence, interest) Classification (e.g. internal / external, supporter / neutral / resistor, etc.) 2.25 SAMPLETEMPLATE

26. Stakeholder Power/Interest Grid 2.26 PMBOK  Guide Fifth Edition PMI, PMP, PMBOK ® Guide and the PMI Registered Education Provider logo are registered marks of the Project Management Instituted, Inc.

27.  Create a stakeholder register for your project. 2.27

28. Summary of Session 2 (Initiation) 2.28 Project Selection LFA Charter Stakeholder register