I have bit of confusion in procurement process how the project documentation to be formulated. We planned to acquire a software package and wondering where the charter should be fit in, after the Contract as shown below or elsewhere. Appreciate if someone could shed some light with logical reasoning. Package would require resource from Vendor + within the organization
Steps are :
1) Project Request
2) Business Case
3) Procurement : RFI, RFP, ITB etc
4) Contract + SOW
5) Project Charter
6) PMP
7) Project Execution
Saving Changes...
I would put it between 2 and 3, but it does depend if your project aims to resolve a business problem for which the software may be all or part of the solution, or if it aims to implement a specific piece of software that has already been bought. If this procurement is large, and there are several potential software suppliers, a 2-step approach may be well worth considering, where the first project aims to produce a fully costed report into various solutions to the problem, the second project then implements the chosen solution (or none, if the costings are not good enough to justufy it to the business). Saving Changes...
Wayne MackRetired| RetiredSouth Riding, Va, United States
If you are going to be spending money, I would put all contract work as part of project execution. I would order the list as:
1) Project Request
2) Business Case
3) Project Charter
4) PMP
5) Project Execution (Consists of all of the following)
6) SOW
7) Procurement + Contract
8) Design, Development, Deployment, etc.
The Project Charter gives a rationale to spend and a budget. The PMP provides timeline that is desired. The Charter and PMP are needed to generate the SOW and the budget will be needed to help evaluate the responses. Procurement can only proceed after the SOW has been defined - the vendor(s) need to know what they are expected to provide. The Contract closes the Procurement phase. Lastly, the project needs to receive the software and have internal and external resources do whatever is needed to get it to a final state.
One needs to define what is to be done (Charter) and exepcted timeline (PMP) before discussing anything with an outside vendor. Saving Changes...
