The Team Project Presentation

The Project Case

Project Title

Organization or Unit or Department

Product/Process

Date

Student Name(s):

Course Name:

Course ID Number:

Assignment Name:

Date:

The Principles of Project Management

MSPM1-GC1000

Lindsay Saunders

Executive Summary

The first section is a short description of the business case,
which should be written last as a true summary
. Limit the number of words. Its purpose is to provide a quick overview, not a full explanation, of the business need. Briefly describe the need (the problem/opportunity/directive) driving the proposed project.
 

Example: The purpose of this project is to establish a market share in a new territory, utilize local products to reduce cost, employ local resources, and maximize profits…
 

Current Situation

A description of the problem, opportunity, and or directive that the organization faces, which has resulted in the initiation of this project. This section should briefly describe the business problem, opportunity, or change in the legal and regulatory environment, which if approved, this project will address. It should not be used to describe the solution, but rather what the issue(s) (or opportunity(s)) is and why it is important.

Example: Due to an expanding client base, the organization has moved to a de-centralized business model. As we continue to support more clients in more locations, the administration of our workforce has become more difficult. Until now, many of our internal requirements such as reporting, payroll activities, and resource management have been done via a legacy mainframe platform. As our workforce expands in numbers and across regions, the legacy mainframe solution has become inadequate to effectively manage these administrative activities. This inadequacy has manifest in higher costs and increased employee turnover, which has created inefficiencies and has impacted competitiveness…

Recommendation

This section summarizes the recommended solution for how the project will address the business problem or take advantage of the business opportunity. It should describe how this project will achieve the desired results.

Example: Various options and alternatives were considered, to determine the best way to leverage technology to improve the business process flows and reduce the overhead costs. The approach described herein will allow us to meet our corporate objectives of continuous process improvement, reduced costs, and the leveraging of new technologies. The installation of a new web based personnel payroll system, using a Software as a Service (SaaS,) will improve the efficiency and accuracy of data entry, enable access to content anywhere that a user has access to the internet, enhance the management of information, and improve significantly the integrity of the management of workforce centered data and information…
· Employees will be able to enter and edit their timesheet data at any time from any location instead of phoning their data to their regional manager for entry…
· Employees will be able to register on-line for training programs, which will reduce the need for training schedulers…

Options Considered

Briefly describe the various options considered. This will provide context for the recommendation. It should provide a summary of the alternatives that were considered and rejected, including ‘doing nothing.’

Example: The following alternative options were considered but rejected for the reasons stated…:
· Alternative Solution 1: Build a new system on premises…
· Alternative Solution 2: Buy and install a new system on premises…
· Alternative Solution 3: Outsource this function…
· Alternative Solution 4: Retain the current system as is…

Goals and Objectives

Explain the
Goals
and
Objectives of this project and how the expected outcome of the project will benefit the organization and help it achieve its business needs or fix the business problem.

Goals are broader than objectives, in the sense that goals are general intentions and are not specific enough to be measured.

An objective is something to be achieved. In project management, the objectives are the desired outcomes of the project, both in terms of concreate deliverables and behavioral outcomes Objectives are specific and measurable. (See the ‘SMARTER’ objectives.)

Example: The goal of the project it to improve customer service to retain existing customer and attract new customer to grow market share…

Example: The deliverables for this project will include:
· A new state-of-the-art web portal…
· Access to customer service support through a real-time online chat function 24 x 7…
· A 5 second response time to all customer inquiries…
· A data analytics system that will enable the mining of customer data…
· An online reports dashboard for access to real-time reports…
 

Assumptions

This section includes a ‘preliminary’ set of assumptions appropriate for helping decision makers approve/or not the project.

Example: The following assumptions apply to this proposal:
· Funding is available for training…
· Funding is available for purchasing hardware/software for the system…
· All department heads will provide necessary support for successful project completion…
· The project will have C-Suite backing and support…
 

Constraints

List any known factors that could limit the project’s execution. This section of the business case includes possible constraints (limits) related to the baseline(s) that will factor into the overall project plan, as of this point in time: Schedule, Scope, Budget, Resources, Quality, and/or Risk.
 

Example: The following constraints have been identified that will have an impact on the schedule, the scope, and the budget for the project:
· Lack of participation of all IT resources…
· Legal and/or regulatory deadlines that must be met…
· The availability of required technology…
 

Critical Success Factors

Provide a list of project
Critical Success Factors
. Critical success factors are outcomes that must be achieved for the project to be considered a success. They should correlate with the project objectives described in the section above.
 

Example: The critical success factors include:
· Provide a central repository for all project related information – portfolio, program and project
· Provide management, customers and project team members consistent, accurate and timely project information
· Provide a tool, which is scalable to the maturity level of the organization

Cost and Benefits

It is important to quantify (high level) the financial benefits of the project, short-term and long-term, in the business case. This is usually done in the form of a cost/benefit analysis. The purpose is to illustrate the high-level anticipated expenses for the project and the potential return on investment to the organization.
 
·
Project Expense Breakdown

Discuss the estimated project expenses (internal and external,) hardware, software, equipment, material, supplies, construction, and other project-related costs that will be incurred.
  
·
Project Benefits Breakdown

Discuss the tangible and intangible benefits to be derived from the success completion of the project. For each of the tangible benefits listed, explain the estimated profit/savings and how the estimates were arrived at. For the intangible benefits, explain the favorable impact that the successful completion of the project will have on the organization, its workforce, other stakeholders, and its brand.
 

Project Delivery Schedule Summary

Example: Enter the ‘Proposed Timeline and High-Level Milestones’ for the project life cycle

Conclusion and Next Steps 

Example: The approval of the proposed project outlined in this business case will enable the organization to charter the project and authorize developing a formal project plan, and apply a best practice project management framework, to deliver the solution…

Prepared by __________________________________
Project Manager

Approved by__________________________________
Project Sponsor

___________________________________
Executive Sponsor

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