UBC Award of Achievement in Project Management with Microsoft Project >


3. Initiating Projects - Laying the foundations for success


Feb 26, 2016 Or Sat-May 28 2016

1. Scheduling Projects and tasks
Feb 19, 2016 Or May 27 2016
2. Managing projects and resources
Feb 26, 2016 Or Sat-May 28 2016
3. Initiating Projects Laying the Foundations for Success
Mar 4, 2016 Or June 3, 2016
4. Specifying and Estimating Deliverables
Mar 11, 2016 Or Sat-June 4, 2016
5. Building High-performance Teams to fast track projects
April 1, 2016 Or June 10, 2016
6. Communicate progress to clients and management
Mar 4, 2016 Or Sat, June 11, 2016
Brian Mullen , M.Sc, MCP,  your workshop leader UBC Robson Square

See detailed agenda and see answers to participant questions.

Client champions and project managers may be involved in project-initiation activities. All projects have a number of phases that precede project approval. Lay the foundations for project success by completing key front-end activities during the project conception, feasibility and initiation phases. High-level decisions at the front-end of the project determine the project scope and direction. Project scope has a big impact on probability of project success. Larger projects have a lower likelihood of success.

Evaluate project feasibility and compare project with other alternatives. Prepare initial project strategy and decide which portions of the project will be sub-contracted. Selecting contractors key decision. 

The organization should identify the project managers early. By involving the project manager during the feasibility phase you shorten the time to start a project once it is approved.

Managers need to evaluate their project portfolio and commit resources to projects most beneficial to the organization. A  consistent business case format expedites this evaluation.

Project initiation phase occurs after project approval. Resources are mobilized for the next phase.

The third session is first step in Project Management Methodology presented in UBC Award of Achievement Project Management with Microsoft Project.  

Participants will learn key front-end activities to lay the foundations for project success:

  1. Prepare a scope document
  2. Brainstorm and explore client objectives with turbo brainstorming.
  3. Identify, analyze and mitigate project risks and constraints.
  4. Evaluate alternative strategies.
  5. Create preliminary master schedule.
  6. Analyze costs and benefits.
  7. Assemble a business case.
  8. Create and respond to a request for proposal
  9. Negotiate contracts.
  10. Obtain approval from management.
  11. Apply a project management methodology
  12. Select standards and guidelines to expedite a project progress

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Day 3. Project Initation - course agenda
Friday, Mar 4, 2016 Or June 3, 2016, 9am - 4pm
  Topic Defining Project Scope agenda
9am Initiate a project
  • Conceive the need for Project
  • Define the project scope
  • Evaluate the feasibility of the project
  • Analyze the risks
  • Develop strategy
  • Estimate effort and cost
  • Prepare master schedule
  • Prepare the business case
  • Approve the project
  • Define project team organization
  • Adopt a methodology
  • Define standards and guidelines
9:30 am Conceive the need for Project
  • Information gathering tools
  • Amplify knowledge with project activities.
  • Identify projects with Strategic Planning.
  • Improve business processes with projects
  • Improve processes and projects with Benchmarking
  • Conceptualize project with Planning Models.
  • Identify product features produced by project.
  • Identify business activities that will be impacted.
  • Define roles and responsibilities
  • reate charter for project
10am Coffee 
 10:15 am 3. Define client objectives with Turbo Brainstorming
  • Brainstorm client objectives and timeframes. 
  • Intensify discussion with turbo brainstorming.
  • Evaluate objectives with goal hierarchy. 
  • Quantify benefits of each objectives
  • Identify constraints
11:45 4. Analyze risks that threaten project success 
  • Avoid discovering problems in real-time. 
  • Anticipate problems with Risk Analysis. 
  • Assess probability of risk. 
  • Publish ten top risks. 
  • Brainstorm risks early with planning. 
  • Develop strategies to reduce or avoid risks. 
  • Plan action items to implement strategies. 
  • Adopt risk reduction strategies. 
12noon Lunch break  
1 pm Create master plan
  • Develop project strategies
  • Estimate project effort  and cost 
  • Decide staging strategy. 
  • Estimate work effort for each stage by resource type. 
  • Decide project team levels for each resource type. 
  • Prepare master schedule with Microsoft Project.  
2pm Assemble business case
  • Write management summary. 
  • Identify opportunity/ problem. 
  • Describe current situation. 
  • Describe alternatives evaluated. 
  • Describe recommended solutions. 
  • Recommend project organization. 
  • Recommend implementation plan and schedule. 
  • Present cost benefit analysis. 
  • Present cash flow analysis. 
  • Describe risk containment.  
2:30pm Coffee  
2:45pm Negotiate contracts
  • Create request for proposal. 
  • Select qualified bidders to send rfp to. 
  • Receive request for proposal. 
  • Decide to bid on a project. 
  • Create shared vision between yourselves and client. 
  • Prepare proposal writing process ahead of the actual need. 
  • Respond to request for proposal.
  • Select Project Vendors
  • Negotiate project scope, resources, schedule and budget. 
  • Get favorable decisions from clients and management.
 3:30 pm Develop project standards and guidelines
  • Adopt project management methodology. 
  • Define Standards and Guidelines. 
  • Improve Standards with Innovation. 
  • Implement new standards.  

Updated: Nov. 18 , 2015.
email Brian Mullen with your questions

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Last update: Dec. 12, 2015.