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"...This is an excellent program. I'm so glad that I stumbled on to this when researching for task management programs. Very low learning curv, quite flexible, and the price is right. Tried at least 20 other programs, either too complicated, too expensive, or poor documentation..."
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Project Summary Checklist

 

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Project Summary Checklist Project summary is a document that formally states the rationale, goals, objectives, methods, and benefits of a proposed project. It aims to convince the sponsor of the need to start the project. The following Project Summary Checklist explains how to develop this document.


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  1. Rationale.
    • Make an analysis of the problem to be addressed by the project.
    • Summarize results of the analysis to describe reasons for launching the project.
    • Perform an analysis of the current business environment to prove that the proposed project has a higher priority to other projects (if any available).
    • Create a list of options or alternatives to the proposed project and then explain why this project is better.
    • Identify business drivers that prove the project is intended for addressing the business need/problem.
    • Make a stakeholder analysis to determine what people and organizations are involved in or affected by the project.
    • Explain stakeholder expectations and how the project is supposed to address those expectations.
    • Develop and document a decision package (the project rationale statement) that describes all the mentioned attributes of project rationale.
    • Prepare this document for review and approval by the sponsor.
  2. Goals & Objectives.
    • Determine the primary goal of the project.
    • Make a list of objectives to be accomplished by the project.
    • Determine preliminary timeframes for the project.
    • Make a list of key activities to be undertaken to do the project and accomplish all objectives.
    • Define criteria for measuring project success and determining whether objectives are met.
    • Perform an analysis to prove whether the proposed project and its goals and objectives are linked to the rationale (benefits and stakeholder expectations).
    • Develop a goal statement and submit this document to the sponsor for review and approval.
  3. Methods.
    • Describe the methodology selected to do and manage the project.
    • List key criteria for measuring project effectiveness.
    • Explain what methods and tools will be used in team motivation, guidance and leadership.
    • Make a general description of the governance structure (including rules for delegation).
    • Provide a description of the decision making model selected for the project.
    • State a broad scope of the project, including boundaries, user requirements, assumptions, and constraints.
    • Define key issues to be handled during the project course and explain how to manage those issues.
    • Make a list of deliverables to be produced
    • Explain what methods, tools and processes will be used to deliver the project as required.
    • Create a work decomposition model that explains what activities and procedures are planned for project implementation.
    • Outline a project implementation plan that determines how the project is supposed to be done.
    • Share this plan with the sponsor for review and approval.
  4. Benefits.
    • Make a list of benefits to be produced by the project.
    • Outline a benefits realization plan that explains how to produce expected benefits.
    • Make a preliminary schedule that determines time required for benefit realization.
    • Develop a budget estimate that determines whether...


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