Project Management

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How much a Project Manager should be involved in business case before project charter?

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Riyadh Salih Saskatchewan, Canada
Some might consider the feasibility report is part of the project some might consider it as separate project by itself no matter what in both cases I think the PM should be engaged that's if he/she is not the one who generated the idea of the business case.
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Sergio Luis Conte Helping to create solutions for everyone| Worldwide based Organizations Buenos Aires, Argentina
There is not an standard format for business case. But something that is clear is inside it somebody have to state how much it cost and how much it takes. The person to estimate that is somebody that has project management knowledge. That´s not mean that person will be the assigned project manger if the business case is approved and the project started. All related to business case is business analyst responsability so it is one of the point where both roles must work together according to best practices.In my personal experience it is a critical success factor.
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Riyadh Salih Saskatchewan, Canada
Sergio, thank you for your feed back I agree with you there's no standard and the earlier engagement for PM is the the better
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Sante Delle-Vergini, PhD Senior Project Manager| Infosys Melbourne, Victoria, Australia
I would say that has more to do with how long the PM has been in the organization, their seniority level, and the size of the organization. Certainly I have seen PM's (me being one of them) who have worked on business cases before a project was created.
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Kiron Bondale Retired | Mentor| Retired Welland, Ontario, Canada
Riyadh -

I've seen both approaches but generally I've found better results when the PM is involved before the business case is finalized as he/she can bring some structure to the process and can ensure (especially if they will be managing the project if the business case gets approved) that key knowledge areas are covered.

Kiron
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Thomas Walenta Global Project Economy Expert Hackenheim, Germany
It depends.
One aspect is internal vs. external (contracted out) projects.

As a PM on an external project I mostly did not even see the business case, but rather a contract containing some components of it.
As a PM for a internal project it might be similar, there is often a pre-project and sometimes a post-project (=organisational change management). I found that business sponsors do not want to expose themselves during these to a mere PM. A pre-project might be done by another PM or even a consultant.

If a PM is involved in the pre- and post-projects too, he in fact is running a program.
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1 reply by Riyadh Salih
May 23, 2018 1:45 PM
Riyadh Salih
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Thomas, thanks for your feedback good approach of external /internal
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Riyadh Salih Saskatchewan, Canada
Sante, totally agree with your valid points thanks for bringing that up
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Riyadh Salih Saskatchewan, Canada
Kiron, thanks for your feed back that's even better before business case
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Anish Abraham Privacy Program Manager| University of Washington Auburn, Wa, United States
I agree with my colleagues here. In my opinion, it depends on the project. So, normally I would like to involve as early as possible, and I found that it was very helpful for the success of the project.
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1 reply by Riyadh Salih
May 23, 2018 1:46 PM
Riyadh Salih
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Anish, yes the more you engaged earlier the better success, good insight knowledge and can alter design too
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Riyadh Salih Saskatchewan, Canada
May 23, 2018 8:11 AM
Replying to Thomas Walenta
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It depends.
One aspect is internal vs. external (contracted out) projects.

As a PM on an external project I mostly did not even see the business case, but rather a contract containing some components of it.
As a PM for a internal project it might be similar, there is often a pre-project and sometimes a post-project (=organisational change management). I found that business sponsors do not want to expose themselves during these to a mere PM. A pre-project might be done by another PM or even a consultant.

If a PM is involved in the pre- and post-projects too, he in fact is running a program.
Thomas, thanks for your feedback good approach of external /internal
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Riyadh Salih Saskatchewan, Canada
May 23, 2018 11:33 AM
Replying to Anish Abraham
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I agree with my colleagues here. In my opinion, it depends on the project. So, normally I would like to involve as early as possible, and I found that it was very helpful for the success of the project.
Anish, yes the more you engaged earlier the better success, good insight knowledge and can alter design too
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