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Project Definition

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Project Name Project C arter

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Prepared By: xxxxxxxxx Date of Publication: mm/dd/yyyy

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Project Definition Ta!le of Contents
PROJECT EXECUTIVE SUMMARY .....................................................................................................................3 PROJECT OVERVIEW..............................................................................................................................................4 PROJECT OBJECTIVES...........................................................................................................................................4 PROJECT SCOPE........................................................................................................................................................5 IN SCOPE:........................................................................................................................................................... 5 OUT OF SCOPE:................................................................................................................................................... 5 DELIVERABLES PRODUCED:................................................................................................................................. 5 ORGANIZATIONS AFFECTED OR IMPACTED:.......................................................................................................... 6 PROJECT ESTIMATED EFFORT/COST/DURATION........................................................................................7 ESTIMATED COST:............................................................................................................................................... 7 ESTIMATED EFFORT HOURS:................................................................................................................................ 7 ESTIMATED DURATION:....................................................................................................................................... 7 PROJECT ASSUMPTIONS........................................................................................................................................8 PROJECT RISKS.........................................................................................................................................................8 PROJECT CONSTRAINTS........................................................................................................................................9 PROJECT DEPENDENCIES......................................................................................................................................9 PROJECT APPROACH..............................................................................................................................................9 PROJECT OR ANI!ATION..................................................................................................................................."" ORGANIZATION CHART:.................................................................................................................................... 11 PROJECT APPROVA#S..........................................................................................................................................."$

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Project Definition "e#ision History
$ersion 1'0 Date Aut or(s) ,-riginal author. "e#ision Notes

Project %&ecuti#e 'ummary

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Project Definition
(Optional) The executive summary provides a summary of the Project Definition document. In many cases, this is a PowerPoint presentation. If it is, then a reference to the external document can e included here. This section contains hi!h"level explanations of the project o jectives, scope, assumptions, ris#s, costs, timeline, approach, and or!ani$ation. (%emove this comment section from final document.)

Project (#er#ie)
Descri e the ac#!round and context for the project and why it is ein! underta#en. &pea# to the usiness value of the wor# ein! performed. Put enou!h information here so that the rest of the sections in the Project Definition ma#e sense. (%emove this comment section from final document.)

Project (!jecti#es
O jectives are statements that descri e what this project will achieve and deliver. O jectives should e '&()%T*+ &pecific, (easura le, )chieva le, %ealistic, and Time ound. To e specific and concrete, o jectives should e delivera le ased. The completion of an o jective should e evident throu!h the creation of one or more delivera les. If the statement is at a hi!h level and does not imply the creation of a delivera le, it may e a !oal instead. If the statement is too low level and descri es features and functions, then it may e a re,uirement statement instead. (%emove this comment section from final document.)

#hi* pro0ect 1ill meet the follo1ing ob0ecti+e*: -b0ecti+e 1 -b0ecti+e 2 -b0ecti+e /

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Project Definition

Project 'cope
This section is where you clearly define the lo!ical oundaries of statements are used to define what is within the oundaries of the outside those oundaries. -xamples of areas that could e examined applications, or usiness areas. The followin! types of information can your project. &cope project and what is are data, processes, e helpful+

The types of delivera les that are in scope and out of scope ( usiness re,uirements, current state assessment) The major life"cycle processes that are in scope and out of scope (analysis, desi!n, testin!) The types of data that are in scope and out of scope (financial, sales, employee) The data sources (or data ases) that are in scope and out of scope ( illin!, !eneral led!er, payroll) The or!ani$ations that are in scope and out of scope (human resources, manufacturin!, vendors) The major functionality that is in scope and out of scope (decision support, data entry, mana!ement reportin!)

(%emove this comment section from final document.)

#he *cope of thi* pro0ect include* and exclude* the follo1ing item*:

In 'cope*

(ut of 'cope*

Deli#era!les Produced*
)ll projects have delivera les. In this section, descri e the delivera les of the project. Provide enou!h explanation and detail that the reader will e a le to understand what is ein! produced. (%emove this comment section from final document.)

Deli+erable 1: Deli+erable de*cription

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Project Definition
Deli+erable 2: Deli+erable de*cription Deli+erable /: Deli+erable de*cription

(rgani+ations Affected or Impacted*

&pecify areas or !roups affected y, or that may participate in, the project. This is meant to e comprehensive ut hi!h level. Individual names should not appear, ut the or!ani$ations they represent are included here. (%emove this comment section from final document.)

#he impact of thi* pro0ect on other organi3ation* need* to be determined to en*ure that the right people and functional area* are in+ol+ed and communication i* directed appropriately' (rgani+ation Ho) Are T ey Affected, or Ho) Are T ey Participating-

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Project Definition

Project %stimated %ffort.Cost.Duration

The estimated effort hours and project costs may e depicted in many ways, includin! costs y team mem er, cost y delivera le, cost y milestone, or cost y cate!ory (internal la or, external la or, travel, trainin!, supplies, etc.). )lso include a chart showin! the project start date, major milestones, and end date. The delivera les included in this milestone chart should all have een descri ed in the scope section. (%emove this comment section from final document.)

%stimated Cost* %stimated %ffort Hours* %stimated Duration*

/ilestone Pro0ect Planning 5ile*tone 1 5ile*tone 2 5ile*tone / 5ile*tone 2 Pro0ect Conclu*ion Date Completed mm/dd/yy mm/dd/yy mm/dd/yy mm/dd/yy mm/dd/yy mm/dd/yy Deli#era!le(s) Completed Pro0ect Definition $chedule Deli+erable 1 Deli+erable 2 Deli+erable / Deli+erable 2 Deli+erable

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Project Definition

Project Assumptions
Project assumptions are circumstances and events that need to occur for the project to e successful, ut are outside the total control of the project team. They are listed as assumptions if there is a .I/. pro a ility that they will in fact happen. The assumptions provide a historical perspective when evaluatin! project performance and determinin! justification for project"related decisions and direction. (%emove this comment section from final document.)

Certain a**umption* and premi*e* need to be made to identify and e*timate the re7uired ta*8* and timing for the pro0ect' Ba*ed on the current 8no1ledge today% the pro0ect a**umption* are li*ted belo1' &f an a**umption i* in+alidated at a later date% then the acti+itie* and e*timate* in the pro0ect plan *hould be ad0u*ted accordingly'

(**umption 1 (**umption 2 (**umption /% etc'

Project "is0s
Pro0ect ri*8* are circum*tance* or e+ent* that exi*t out*ide of the control of the pro0ect team that 1ill ha+e an ad+er*e impact on the pro0ect if they occur' ,&n other 1ord*% 1herea* an i**ue i* a current problem that mu*t be dealt 1ith% a ri*8 i* a potential future problem that ha* not yet occurred'. )ll projects contain some ris#s. %is#s may not e a le to e eliminated entirely, ut can e anticipated and mana!ed, there y reducin! the pro a ility that they will occur. %is#s that have a hi!h pro a ility of occurrin! and have a hi!h ne!ative impact should e listed elow. )lso consider those ris#s that have a medium pro a ility of occurrin!. 0or each ris# listed, identify activities to perform to eliminate or miti!ate the ris#.

Pro0ect ri*8* are characteri*tic*% circum*tance*% or feature* of the pro0ect en+ironment that may ha+e an ad+er*e effect on the pro0ect or the 7uality of it* deli+erable*' 9no1n ri*8* identified 1ith thi* pro0ect ha+e been included belo1' ( plan 1ill be put into place to minimi3e or eliminate the impact of each ri*8 to the pro0ect' "is0 Area 1' Pro0ect ri*8 1 2' Pro0ect ri*8 2 /' Pro0ect ri*8 / Le#el (H./.L) "is0 Plan )i*8 plan acti+ity 1 )i*8 plan acti+ity 2% etc'

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Project Definition

Project Constraints
1onstraints are events or limitations that are outside the control of the project team and need to e mana!ed around. They are not necessarily pro lems. They are not ris#s since they are 2334 li#ely to occur. They are facts. Date constraints, for instance, imply that certain events (perhaps the end of the project) must occur y certain dates. (%emove this comment section from final document.)

#he pro0ect manager *hould be a1are of con*traint* becau*e they refer to limitation* that the pro0ect mu*t execute 1ithin'

Con*traint 1 Con*traint 2 Con*traint /% etc'

Project Dependencies
5ist any other projects that are in pro!ress of pendin! that have a dependency with your project. These dependencies are delivera les" ased. That is, a project will pass a delivera le to you or you will pass a delivera le to the other project. (%emove this comment section from final document.)

Project

Date Due

Deli#era!le Dependency

Project Approac
The project approach descri es in words the thin#in! that !oes into the creation of the project schedule. There are two enefits to creatin! an approach section. 0irst, this information will help the client and sta#eholders understand how the project will pro!ress without havin! to interpret the actual schedule. The other enefit of the project approach is that it allows the project mana!er and project team to lay out a hi!h"level vision for project execution and use this vision to help create the lower"level schedule. There are a num er of ways the section can e prepared. 6sually, you start off with !eneral content a out how the or!ani$ation and environment will impact the project. Then you wal# chronolo!ically throu!h the project, startin! at the e!innin! and !oin! to the end. Of course, you don7t descri e the detail at an activity level. 8ou want to stay at the milestone, sta!e or phase level.

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Project Definition

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Project Definition

Project (rgani+ation
It is important to understand who the major players are on the project. )n or!ani$ation chart wor#s well. Otherwise list the major project roles and the actual people involved. (%emove this comment section from final document.)

(n appropriate pro0ect organi3ation *tructure i* e**ential to achie+e *ucce**' #he follo1ing li*t depict* the propo*ed organi3ation: Project %&ecuti#e 'ponsor* Project 'ponsor* Project Director (/anager of t e Project /anager)* 'teering Committee /em!ers* Project /anager* Client Project /anager* Project Ad#isors* Project Team /em!ers*

(rgani+ation C art*
)dd a project or!ani$ation chart, if availa le. (%emove this comment section from final document.)

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Project Definition

Project Appro#als
)dd any si!natures that are important for the approval of the project. (%emove this comment section from final document.)

11111111111111111111111111111111111111 Pro0ect ;xecuti+e $pon*or < xxxxx 11111111111111111111111111111111111111 Pro0ect $pon*or < xxxx xxxx 11111111111111111111111111111111111111 Pro0ect Director < xxxx xxxx 11111111111111111111111111111111111111 Client Pro0ect 5anager= xxxx xxxx 11111111111111111111111111111111111111 Pro0ect 5anager < xxxx xxxx

1111111111111111111 Date 1111111111111111111 Date 1111111111111111111 Date 1111111111111111111 Date 1111111111111111111 Date

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