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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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Pre-Project Checklist


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Pre-Project Checklist If you want to plan your next project well beforehand, this Pre-Project Checklist is helpful for you. It gives a list of tasks and activities you can do to prepare everything required for your project. Read the checklist to learn more.

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  1.  Develop the Business Case.
    • Overview. This document plays the primary role within the preparation (pre-project) phase. It outlines reasons for project launch and specifies a business problem/opportunity to be addressed/exploited by the project. Do the following tasks to develop your business case document.
    • Research your business problem/opportunity and identify a range of alternative solutions available.
    • Define reasons to start the project.
    • Prepare a description of the reasons and use it to convince your sponsor to make investments in your project.
    • When negotiating with the sponsor, focus on possible benefits to be delivered by the project.
    • Identify potential threats and uncertainties that may have an impact to the project.
    • Plan for methods to manage risks and respond to issues.
    • Write the business case considering the mentioned information.
    • Send a funding request to the sponsor.
    • Receive a formal approval from the sponsor.
  2. Research Feasibility.
    • Overview. When you have received an approval from your sponsor, now you can develop a documented confirmation to prove that your project is technically feasible and has an economic sense. You need to study the feasibility of the project. Do the following tasks.
    • Review every alternative solution defined in the business case and research it for profitability (for example, by using cost-benefit analysis).
    • Research all the solutions for technical feasibility (it means you need to define strengths, weaknesses, opportunities, and threats per solution – that can be done by conducting SWOT analysis).
    • Review results of both analyses and select the most feasible and profitable (cost-effective) solution for your project.
    • Define business requirements (inputs) for the best solution.
    • Document your choice in a formal feasibility research report.
  3. Define Stakeholders.
    • Overview. Now you have everything required to plan for stakeholders of your project. It means that along with the sponsor you need to get financial and non-financial support of other people and/or organizations that may be interested in the project. Here’re key tasks to define your stakeholders.
    • Define the customer (a person or organization interested in using or consuming the product of your project).
    • Select suppliers or procurers (organizations providing goods and services necessary to your project).
    • Define facilitators (organizations providing technical and consulting support to your team).
    • Define partners (organizations having a concern or interest in your project, they may share risks and gain some profit).
    • Choose candidates to the team.
    • Assign the project leader (manager).
    • Establish the project management office (a management team taking control of the project and making operational decisions on the management process).
    • Establish a governing institute (for example, the Steering Committee which defines strategic development of the project and provides oversight)
    • Develop a document listing all the stakeholders of your project (the stakeholder list).
  4. Establish the Project Charter.
    • Overview. Now you can start planning for roles, duties and responsibilities of the stakeholders. By using the stakeholder list you can develop a matrix showing how each of the stakeholders relates to the overall project or/and its certain phase(s). Such a matrix is called the Project Charter. Here’re tasks to develop this document.
    • Define objectives of the project.
    • Outline the project scope including boundaries and assumptions.
    • Determine critical deliverables per implementation phase of ...

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