Project Management

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How would you persuade management to implement (basic) project initiation documents like Project Charter and Stakeholder Register?

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Eduard Hernandez
Community Champion
Product Operations Program Manager Barcelona, Cataluña, Spain
Some companies do not feel the need to create a Project charter during project initiation phase. In some cases, the contract with the customer is used (informally) as a project charter.

How would you approach management team and sell them the idea?
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Sergio Luis Conte Helping to create solutions for everyone| Worldwide based Organizations Buenos Aires, Argentina
The question is: why do you have to persuade them?. And believe me, I think I understand your point becuase I am facing this type of situations from years. Everything that is perceived as "it has no value" will not accepted for others. You have no need to persuade them. You have to use it if you consider it is valuable. If you perceive and demostrate value then they will feeling and perceiving the same too.
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Anupam India
It may be agreement if not the charter. I have worked with startups that purely worked on agreements, and successfully delivered the service/product. You need not sell ideas, show what value it can bring.
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Linda Zinn Director, Enterprise Project Management Office| FlightSafety International Rutherford, Nj, United States
In my experience you are more likely to gain approval from doing what you want to have happen and showing the value than waiting for someone to give you approval before taking action. If you feel the charter and register are the most important PM deliverables to the organization at this juncture then do some for your projects and document how having them versus not having them has impacted the value and service you are able to deliver.
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Joseph Tierney Principal Consultant / Trainer| Tierney Consulting Services, LLC Yreka, Ca, United States
Your inquiry reflects a fairly common topic that is brought up by students in the management certification courses I present. Namely, how does one implement good/best practices within ones organization, especially when one is not in senior management?

An answer is that a business case needs to be presented up the chain of command within your organization so that senior management may make a decision to implement a top down solution.

PMI's annual publication PULSE presents fabulous business cases for an organization to adopt an OPM (Organizational Project Management) initiative. PULSE shows that organizations that have mature project management processes have far more successful projects than organizations that do not. The metrics are astonishing.

Once senior management understands the value of focusing on an OPM initiative then the organization's culture may radically change to accept other good/best practice frameworks such as COSO, COBIT or TOGAF, and/or ITIL, in addition to the IPECC (Initiate, Plan, Execute, Control and Close) framework presented by PMI in the PMBOK Guide and reflected in the OPM3 (Oraganizational Project Management Maturity Model) publications. Why limit organizational good/best practices to just project management?

In summary, I wish to encourage you to make a business case for these project management templates - including the use of an internal project charter - as this simple goal pursued with tact and diplomacy and a broader understanding of what is at stake may lead to a ripple effect that results in amazing changes within your organization.
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AKSHAY JAIN Planning Group Leader| YOKOGAWA, Bahrain Gwalior, Mp, India
Not some most of the management do not understand any need for project charter rather such kind of talk will be joke for them. Reason most of manager have not gone through a systematic process of PM and directly start looking at final outcome of project and eventually divert project from basic goal. People learn from experience and same way management of companies also learn, problems and failure of previous projects can be a strong base to make your case and most of project fails since team do not know what they are trying to achieve. Project charter is very good tool to define and communicate objective of project in most simple manner to all key stakeholders and as soon as it is done all are not same platform and basic attitude toward project is changed. You can convince your management, if such simple document is prepared and discuss it can be a foundation of project success.
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Rami Kaibni
Community Champion
Senior Projects Manager | Field & Marten Associates New Westminster, British Columbia, Canada
Some organizations do not use charters and they depend on the agreements. Ive worked in both atmospheres and whenever I felt the need to adopt something, all I needed to do is show them what value it brings to the table.
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Chauncene Henry Los Angeles, Ca, United States
Draft a Project Charter for a smaller project or phase to show the value. It can be in the form of a document, an agreement or PPT.

And remember, the project charter is a document that officially starts a project or a phase. It formally authorizes the existence of the project and provides a reference source for the future. The charter gives a direction and a sense of purpose to the management from start to end. As Randy Tangco, a business driven project practitioner, mentioned in one of his articles: “Take great pride and care in your project charter because this is where you sow the good seeds. It will eventually take care of you.”
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Eduard Hernandez
Community Champion
Product Operations Program Manager Barcelona, Cataluña, Spain
Thank you all very much for your insightful comments!

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