Initiation & Planning on a small project

Requirements Management Stakeholder Management Using PMI Standards

Vipin Verma Project Supervisor| Infinite Computer Solutions Pte Ltd Singapore, Singapore

I am part of a project that is in a initial stage. We have a verbal agreement from customer to proceed. The customer (or sponsor in this case) asking for detailed plan and cost. The initial requirements are provided by the key stakeholder and require further refinement. There is no signed or approved document yet and I am engaging business analyst to get a business case signed with fixed cost based on estimate that I have prepared in man-days based on the input from everyone on project (I don't expect man-days to change). It is considered a small project with 5-6 resources involved for 2-3 months. Do I need a separate project charter to be signed by a customer if a business case is already signed? The customer is sophisticated and may not be comfortable signing too many documents. How I must proceed in such a situation. Can I directly prepare the project management plan and get it approved from Customer?

Posted: Sep 11, 2021 3:31 PM

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Vipin Verma Project Supervisor| Infinite Computer Solutions Pte Ltd Singapore, Singapore

Sep 12, 2021 1:43 PM

Replying to George Freeman

...

Vipin,

I would consider the verbal agreement and preliminary business case (that you mentioned) more of an “agreement to initiate planning.” In other words, it appears to me that the customer could still back out based on your presentation of the final business case, cost estimate, and other projections.

I would strongly recommend a formalized project charter. If you feel that would make the customer uncomfortable from a “signature burden perspective,” then sell the charter as your method of presenting your next set of deliverables. The signature being their receipt and agreement to the packaged content in the charter (which contains those deliverables).

Without signature accountability, you expose yourself, the team, and your product to unnecessary additional risks.

Thanks George. My organization will get the business case signed by Customer. I am working with key stakeholders to get all the requirements and time estimates to reach the cost, that will be part of Business Case. It is an functionalized structured organization.

Posted: Sep 14, 2021 5:50 PM

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Initiation & Planning on a small project

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