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Project Management Webinar
Initiate Project Intelligence®
How to Start a Project on the Right Track
© 2017 Core Performance Concepts Inc.
Things to Know…
All participants will be on mute
Questions are welcome
Use the question box to ask questions
PM training is valid for 1 PDU
Must be in attendance for full session
PDU certificate sent by the end of the day
Recording and slides sent by tomorrow
© 2017 Core Performance Concepts Inc.
Denise Rodriguez
Project Insight
Marketing
www.projectinsight.net
Moderator
© 2017 Core Performance Concepts Inc.
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Project Insight
© 2017 Core Performance Concepts Inc.
Diane White, PMP
Instructor and Curriculum Development
Core Performance Concepts Inc.
Training in project management,
PMP® and CAPM® certification, leadership,
business analysis, agile and six sigma
Past PMI Chapter President & Global PMI Board
www.coreperformanceconcepts.com
PMP® and CAPM® are registered trademarks of the Project Management Institute
Presenter
How to Start a Project on the Right Track
© 2017 Core Performance Concepts Inc. Understanding the Need
© 2017 Core Performance Concepts Inc.
A document issued by the project initiator or sponsor that formally authorizes the existence of a project and provides the project manager with the authority to apply organizational resources to project activities.
- PMBOK® Guide, 5th Edition
Questions from the audience…
Can chartering methodology be applied
to doing work on a PMO such as
keeping track of guideline
documentation?
© 2017 Core Performance Concepts Inc.
• Briefly describe the final project product or service
© 2017 Core Performance Concepts Inc.
Project Description
What would you do if you take over
an existing project and there was no
project charter previously?
© 2017 Core Performance Concepts Inc.
• Identify the business need that describes why the project was selected;
clarify how the situation will improve when the project is completed
© 2017 Core Performance Concepts Inc.
Business Justification
© 2017 Core Performance Concepts Inc.
• List major subprojects, segments, or components that make up the project work
Major Project Components
What do you think is the best way to
get PMs that have not had standards
to adopt them?
© 2017 Core Performance Concepts Inc.
• Describe quantifiable criteria used to measure completion of the project scope; define quality criteria for product or service acceptance
Project Objectives & Deliverables
© 2017 Core Performance Concepts Inc.
• Identify limiting factors or underlying assumptions regarding scope, cost, schedule, or quality
Constraints / Assumptions
Many charters have a what’s out
section. Do you see any value in
having this section?
© 2017 Core Performance Concepts Inc.
• List known risks
Risks
© 2017 Core Performance Concepts Inc.
• Procurement Items
• Project Team & Key Stakeholders
• Project Support & Authority
Remaining Charter Components
How do you make changes or
updates to the document if you are
gathering signatures at the beginning?
How would you suggest making it a
“living” document when your
company doesn’t support that?
Is there a standard or guideline in how
to version control a project charter?
Once you have a project schedule,
would you still recommend keeping
an updated project charter?
Any questions?
© 2017 Core Performance Concepts Inc.
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© 2017 Core Performance Concepts Inc.
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© 2017 Core Performance Concepts Inc.
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