Project Management

From Project Templates to Business Models: How to Add Strategic Perspective to Your Projects

PMI New Jersey Chapter

John is a versatile, results-driven technologist and manager and is recognized for leveraging his broad business experience, technical knowledge and analytical skills to drive change and help organizations achieve their strategic objectives. John loves sharing ideas through his articles and is eager to hear feedback from the community. John is also the President of PMTrainingOnline.com.

Whenever I start on a new project, one of my favorite things to do is to write a quick project charter. It helps me to begin to hone in on the key drivers of the project, and to reveal gaps in the implementation. It also helps to possibly come up with some easy ideas for improvement from the get-go to help the project.

Using templates like this is helpful, as it provides a comprehensive checklist of all the items you should be thinking about. For example, the project charter template I use forces me to think through each of the key elements of the project:

  • Vision and objectives
  • Scope (what’s included and what’s not)
  • High-level description of deliverables
  • Customers that the output of the project serves
  • Project stakeholders
  • Roles, responsibilities and organizational structure for the project
  • Approach to planning the project
  • High-level plan
  • Specific plans for resources, funding and quality assurance
  • Generalized schedule with key milestones

And finally, there are those critical catchall things such as risks, issues, assumptions and constraints.

In the end, I have a good grip at the project level. But what about the strategic level? What about an in-depth understanding of the business or organization itself?

Advancing From Structure Project Planning to Strategic Perspective
That’s where linking projects with strategy is …


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