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Projects Evaluation & Project Managers

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Rami Kaibni
Community Champion
Senior Projects Manager | Field & Marten Associates New Westminster, British Columbia, Canada
Usually the PM is assigned officially following the Project Charter Initiation. Project evaluation and choice among other projects are done prior to this and usually does not involve the PM. Do you believe the PM should be involved in this step and why ?
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Rami Kaibni
Community Champion
Senior Projects Manager | Field & Marten Associates New Westminster, British Columbia, Canada
Jan 07, 2016 1:57 PM
Replying to Sergio Luis Conte
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While is not a document standard for business case the most accepted format (in my scope of knowledge) has in one of the sections the name of the project sponsor and the name of the project manager.
@Sergio: I did not get you, can you elaborate more on this ? Thanks
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Sergio Luis Conte Helping to create solutions for everyone| Worldwide based Organizations Buenos Aires, Argentina
Most of the companies I have worked and I know put inside one section of the business case document the name of the project manager assigned to the project and the name of the project sponsor. So, it implies that as part of the business case approval there is an agreement about the project manager and the sponsor of the project that will be initiated (in fact, there is more than one sponsor that belongs to diferent enterprise architecture layers - business sponsor, solution sponsor, infraestructure and security sponsor)
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1 reply by Rami Kaibni
Jan 07, 2016 5:11 PM
Rami Kaibni
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I agree with you but this is after the project is evaluated and selection, this data constitutes part of the Project Charter.
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Rami Kaibni
Community Champion
Senior Projects Manager | Field & Marten Associates New Westminster, British Columbia, Canada
Jan 07, 2016 4:54 PM
Replying to Sergio Luis Conte
...
Most of the companies I have worked and I know put inside one section of the business case document the name of the project manager assigned to the project and the name of the project sponsor. So, it implies that as part of the business case approval there is an agreement about the project manager and the sponsor of the project that will be initiated (in fact, there is more than one sponsor that belongs to diferent enterprise architecture layers - business sponsor, solution sponsor, infraestructure and security sponsor)
I agree with you but this is after the project is evaluated and selection, this data constitutes part of the Project Charter.
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Sergio Luis Conte Helping to create solutions for everyone| Worldwide based Organizations Buenos Aires, Argentina
Rami, sorry but you are not right. It depends on the organizational culture and process. Where I am working now the business case is not approved if it do not have the project manager name and the sponsors names. I have experienced the same in other companies for years.
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1 reply by Rami Kaibni
Jan 07, 2016 6:04 PM
Rami Kaibni
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Yes it depends on the organizational culture and process.In my side of the world, the PM is officially assigned after the Project Charter is signed. His name is included in the Project Charter and the Business Case is part of the Project Charter. He can be involved unofficially prior to this.
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Rami Kaibni
Community Champion
Senior Projects Manager | Field & Marten Associates New Westminster, British Columbia, Canada
Jan 07, 2016 5:36 PM
Replying to Sergio Luis Conte
...
Rami, sorry but you are not right. It depends on the organizational culture and process. Where I am working now the business case is not approved if it do not have the project manager name and the sponsors names. I have experienced the same in other companies for years.
Yes it depends on the organizational culture and process.In my side of the world, the PM is officially assigned after the Project Charter is signed. His name is included in the Project Charter and the Business Case is part of the Project Charter. He can be involved unofficially prior to this.
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Sergio Luis Conte Helping to create solutions for everyone| Worldwide based Organizations Buenos Aires, Argentina
So, you are not following the PMI recomendation. Business Case document is the input to initiation process and project charter document is creating from the business case document. Obviously, not problem with that if it works for you.
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1 reply by Rami Kaibni
Jan 07, 2016 7:35 PM
Rami Kaibni
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It seems there is a kind of misunderstanding because I am also talking based on PMI Standards - Of course I fully follow the PMI Standards.

Here is what I do and know:

The business case is an input of the Develop Project Charter Process. The signed Project Charter initiates the project. These all fall under Project Integration Management.

When we prepare a Project Charter, we include the following:

- Project Title & Description
- Project Manager Assigned and Authority Level
- Business Case
- Resources Pre-Assigned
- Stakeholders
- Known Stakeholders Requirements
- Project Description / Deliverables
- Assumptions
- Constraints
- Measurable Project Objectives
- Project Approval Requirements
- High Level Project Risks

Once the Project Charter is signed by the sponsor or initiator, the Project is officially initiated and the Project Manager is officially assigned and can start carrying his duties.

The business case describes the necessary information from a business standpoint to determine whether or not the project is worth investing in and it includes information on Why is the Project Being Done and on What financial or other basis can we justify doing the project. We never mention who is the project manager in the business case section.

You can refer to these references:

PMBOK 5th Edition - Page 68
Rita Mulcahy' Book (PMP Exam Prep 8th Edition) - Page 110

Can you please correct me if I am wrong and please let me know where does PMI Standards mention that the Project Manager Name should be included in the business case ?
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Rami Kaibni
Community Champion
Senior Projects Manager | Field & Marten Associates New Westminster, British Columbia, Canada
Jan 07, 2016 7:12 PM
Replying to Sergio Luis Conte
...
So, you are not following the PMI recomendation. Business Case document is the input to initiation process and project charter document is creating from the business case document. Obviously, not problem with that if it works for you.
It seems there is a kind of misunderstanding because I am also talking based on PMI Standards - Of course I fully follow the PMI Standards.

Here is what I do and know:

The business case is an input of the Develop Project Charter Process. The signed Project Charter initiates the project. These all fall under Project Integration Management.

When we prepare a Project Charter, we include the following:

- Project Title & Description
- Project Manager Assigned and Authority Level
- Business Case
- Resources Pre-Assigned
- Stakeholders
- Known Stakeholders Requirements
- Project Description / Deliverables
- Assumptions
- Constraints
- Measurable Project Objectives
- Project Approval Requirements
- High Level Project Risks

Once the Project Charter is signed by the sponsor or initiator, the Project is officially initiated and the Project Manager is officially assigned and can start carrying his duties.

The business case describes the necessary information from a business standpoint to determine whether or not the project is worth investing in and it includes information on Why is the Project Being Done and on What financial or other basis can we justify doing the project. We never mention who is the project manager in the business case section.

You can refer to these references:

PMBOK 5th Edition - Page 68
Rita Mulcahy' Book (PMP Exam Prep 8th Edition) - Page 110

Can you please correct me if I am wrong and please let me know where does PMI Standards mention that the Project Manager Name should be included in the business case ?
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Sergio Luis Conte Helping to create solutions for everyone| Worldwide based Organizations Buenos Aires, Argentina
Rami: I am not saying that. OK, that´s all from my side. Regards.
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1 reply by Rami Kaibni
Jan 07, 2016 9:59 PM
Rami Kaibni
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@Sergio: I am pretty sure we are on the same line. Thanks for your input. Constructive discussions are always healthy.
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Naomi Caietti Senior Project Manager | ePMO | Higher Education | Healthcare & IT| Linkedin.com/In/NaomiCaietti
Rami:
Great question; a few years ago there was an article on CIO.com called the 7 Wishes of an IT Project Manager. (http://www.cio.com/article/2381839/project...-managers.html)
I'll answer your question based on the article; if the top two wishes of most project managers were granted in any organization; the likelihood of project success would be greater. So, should a PM be involved early on in project initiation/planning in my opinion-absolutely yes.
Project Success is not elusive when you have three things at the beginning of a project. (http://kellyprojectsolutions.com/silver-bu...iness-analyst/)

All the best,

Naomi Caietti
www.theglassbreakers.net
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1 reply by Rami Kaibni
Jan 07, 2016 10:20 PM
Rami Kaibni
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Hi Naomi,

Thanks for your great feedback, I appreciate it a lot. I enjoyed going through both of the articles. Very Interesting.

With regards to Wish # 2, it is somehow difficult to keep the same team for different project especially if the organization structure is Projectarized. Yet, it is not impossible and it happened with me and I did my best to keep the same team for two consecutive projects and it reflected very positively on the second project performance.

We can't always get what we wish for unfortunately so we have to make the best of what we have.

Thank you again for your great input Naomi.
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Rami Kaibni
Community Champion
Senior Projects Manager | Field & Marten Associates New Westminster, British Columbia, Canada
Jan 07, 2016 8:14 PM
Replying to Sergio Luis Conte
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Rami: I am not saying that. OK, that´s all from my side. Regards.
@Sergio: I am pretty sure we are on the same line. Thanks for your input. Constructive discussions are always healthy.
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