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Defining a Project
Defining a Project
Title
Before You Begin
Begin by familiarizing yourself with the course’s navigation features.
Before You Begin
Control Panel (bottom of screen)
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number of slides
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pausedPlay and
pause button Next and back buttons
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TITLE SLIDE
Objectives
Objectives
In this lesson you will learn:
• The steps in the Define a Project phase of a project• What is contained in a Project Scope of Work document• How to create project goals and objectives• The types of success criteria contained in a Project Scope of
Work• The types of Assumptions, Risks and Obstacles that are
included in a Project Scope of Work
TITLE Factors Used to Determine Project Type
Introduction
Introduction
Define the Project
• What is needed
• Primary deliverables of the project
The client and the provider work together to identify:
TITLE Factors Used to Determine Project Type
Defining the Project - Steps
Defining the Project - Steps
1. Define the project
Steps:
1. State the problem/opportunity
2. Establish the project goal
3. Define project objectives
4. Identify success criteria
5. List assumptions, risks, and obstacles
Defining the Project - Steps
Document lessons learned
TITLE Factors Used to Determine Project Type
Project Scope of Work
Project Scope of Work
Project Scope of Work
1. Define the project Project Scope of Work
1. State the problem/opportunity
2. Establish the project goal
3. Define project objectives
4. Identify success criteria
5. List assumptions, risks, and obstacles
Document lessons learned
State the Problem/Opportunity
State the Problem/Opportunity
State the Problem/Opportunity
Clearly state the problem or opportunity
Example:
ABCF is a relatively new microfinance institution. Because ABCF has no defined guidelines or policies in place to help reduce risk, they are hesitant to expand their microlending operations.
TITLE Factors Used to Determine Project Type
Establish the Project Goal
Establish the Project Goal
• Addresses the problem or opportunity
• Gives purpose and direction to the project
• States what the project will accomplish
A project goal:
TITLE Factors Used to Determine Project Type
Establish the Project Goal (cont.)
Establish the Project Goal (cont.)
“Assist ABCF in defining and implementing a Risk Management Methodology which will in turn benefit self-employed individuals in the community by allowing more opportunities to receive microloans.”
• Big picture
• A project typically has one goal
Reflection
Take a moment and answer the following questions regarding your project for this training.
Record your answers before continuing.
• What is the problem or opportunity that your project will address?
• What is the goal of your project?
Click the Next button to continue
TITLE Factors Used to Determine Project Type
Define Project Objectives
Define Project Objectives
The Goal and Objectives define the “scope” of a project
An Outcome:
A Time Frame:
A Measure:
An Action:
4 Parts of an Objective:
a statement of what is to be accomplished
the expected completion date
metrics that will measure success
how the objective will be met
TITLE Factors Used to Determine Project Type
Define Project Objectives (cont.)
SMART Objectives
Click on each of the letter to learn about SMART objectives.
Click the Next button when you are ready to continue.
TITLE Factors Used to Determine Project Type
Define Project Objectives (cont.)
S
Click on each of the letter to learn about SMART objectives.
Click the Next button when you are ready to continue.
Specific: Is the desired outcome clearly specified?
Specific: Is the desired outcome clearly specified?
TITLE Factors Used to Determine Project Type
Define Project Objectives (cont.)
M
Click on each of the letter to learn about SMART objectives.
Click the Next button when you are ready to continue.
Measurable:
Can the achievement of the objectives be
quantified and measured?
Measurable:
Can the achievement of the objectives be
quantified and measured?
TITLE Factors Used to Determine Project Type
Define Project Objectives (cont.)
A
Click on each of the letter to learn about SMART objectives.
Click the Next button when you are ready to continue.
Achievable:
Can the objective realistically be achieved
with the available resources?
Achievable:
Can the objective realistically be achieved
with the available resources?
TITLE Factors Used to Determine Project Type
Define Project Objectives (cont.)
R
Click on each of the letter to learn about SMART objectives.
Click the Next button when you are ready to continue.
Relevant: Is the objective relevant to the program’s goal
and the ACCION mission?
Relevant: Is the objective relevant to the program’s goal
and the ACCION mission?
TITLE Factors Used to Determine Project Type
Define Project Objectives (cont.)
T
Click on each of the letter to learn about SMART objectives.
Click the Next button when you are ready to continue.
Time-Bound: In what time period will the objective be
achieved?
Time-Bound: In what time period will the objective be
achieved?
TITLE Factors Used to Determine Project Type
Define Project Objectives (cont.)
Define Project Objectives (cont.)
Example objective:
Prepare a Risk Management Manual which includes the main definitions and conditions about the credit products to be implemented in the business (new loans, renewals and collections) to be presented to the regulators before June.
Prepare a Risk Management Manual which includes the main definitions and conditions about the credit products to be implemented in the business (new loans, renewals and collections) to be presented to the regulators before June.
Reflection
Take a moment and record the following regarding your project for this training.
• What are the SMART objectives for your project?
Click the Next button to continue
TITLE Factors Used to Determine Project Type
Identify Success Criteria
Identify Success Criteria
State the Problem/Opportunity
Express the bottom-line impact of the project
Example:
Acceptance by ABCF of the proposed risk management methodologies.
Answers the question:
How will we know if this project was successful?
TITLE Factors Used to Determine Project Type
List Assumptions, Risks and Obstacles
List Assumptions, Risks and Obstacles
Identify any factors that may inhibit project success
TITLE Factors Used to Determine Project Type
List Assumptions, Risks and Obstacles (cont.)
List Assumptions, Risks and Obstacles (cont.)
Areas that may inhibit project success:
• Technological
• Environmental
• Interpersonal
• Political
Risk example: potential issues with technologies involved with data collection; external threat of political situation in country of MFI
Assumption example: Management of both ACCION and the MFI will be involved in procuring data gathering techniques and evaluation processes
TITLE Factors Used to Determine Project Type
List Assumptions, Risks and Obstacles (cont.)
List Assumptions, Risks and Obstacles (cont.)
Project Scope of Work
Project Risk Prioritization Matrix
Risk Management Plan
Project Risk Prioritization Matrix
Risk Management Plan
Optional
Optional
TITLE Factors Used to Determine Project Type
Document Lessons Learned
Document Lessons Learned
What worked well and did not work well during this phase?
Lessons Learned
Reflection
Apply what you have learned in this lesson by completing the following activity:
Begin creating your own Project Scope of Work document for your project by
completing the Project Goal, Objectives, Risks/Assumptions and Success Criteria.
Click the Next button when you are ready to continue
ASSIGNMENT
Use the Attachments button (top right) to access a sample Project Scope of Work as well as a blank Scope of Work document.
When complete, email the finished document to your course instructor.
Attachments
End of Lesson
End of Lesson
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