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Topics: Business Case, PMO, Using PMI Standards
MP4PM: business case review - executive summary and background
Hi,

for the background to this discussion thread please refer to this posting here:
https://www.projectmanagement.com/discussi...ss-case-review-

===================================

- Executive Summary
[insert a brief description about the "Why?", What?", "When?", "Who?" and "How?" here]

- Background
-- Problem / Opportunity: [insert brief description here]
-- current situation: [insert brief description here]
-- actual performance indicators
--- Indicator #1
--- Indicator #2
--- Indicator ...

=====================================

Any changes, additions or feedback here?
Sort By:
Are you looking for feedback on the template, Markus. Or are you looking at applying the template for MP4PM?
...
1 reply by Markus Kopko, PMP
Dec 14, 2016 10:08 AM
Markus Kopko, PMP
...
Hi Stephane!
Welcome to the discussion, missed you already ... ;)

Well, i am not sure if i got your point here.
Actually i am looking for feedback on the structure/content to conduct/customize the template.

I will bring up the map and how it looks like so far online tomorrow. I guess this will make things more clear.

Regards,

Markus
Dec 14, 2016 10:03 AM
Replying to Stéphane Parent
...
Are you looking for feedback on the template, Markus. Or are you looking at applying the template for MP4PM?
Hi Stephane!
Welcome to the discussion, missed you already ... ;)

Well, i am not sure if i got your point here.
Actually i am looking for feedback on the structure/content to conduct/customize the template.

I will bring up the map and how it looks like so far online tomorrow. I guess this will make things more clear.

Regards,

Markus
I figured it out, Markus: you are applying mind-mapping to create structures. I thought maybe you wanted to create a mind-mapping business case.
...
1 reply by Markus Kopko, PMP
Dec 15, 2016 6:22 AM
Markus Kopko, PMP
...
exactly, Stephane, here is the online beta version of the map:

http://www.projectmanagement.plus/mp4pmmap...ess%20Case.html

Regards,

Markus

PS. You might have missed so far my introduction of this initiative, you can find it here:
https://www.projectmanagement.com/blog-pos...gement---Part-I
Dec 14, 2016 12:07 PM
Replying to Stéphane Parent
...
I figured it out, Markus: you are applying mind-mapping to create structures. I thought maybe you wanted to create a mind-mapping business case.
exactly, Stephane, here is the online beta version of the map:

http://www.projectmanagement.plus/mp4pmmap...ess%20Case.html

Regards,

Markus

PS. You might have missed so far my introduction of this initiative, you can find it here:
https://www.projectmanagement.com/blog-pos...gement---Part-I
Version 1.0 of the "review business case" map is now ready to download!

You can access an interactive online version of the “Knowing your Sponsor” map here (or just by clicking on the picture above):

http://www.projectmanagement.plus/mp4pmmap...ess%20Case.html

Please use this version for review only.


If you want to use the map and/or work with it, then please download it from here:

http://projectmanagement.plus/en/mp4pm/mp4...w-business-case

For downloading the map/files you need to be logged in at www.projectmanagement.plus

Thank you all so much for your support in creating this and please do not hesitate to provide any further feedback for future releases!

Regards,

Markus
Hi Markus,

my last comments on the business case:

- project information: the user should primarily insert the header information of typical project documents in their organization; this could additionally include division/business unit, program, PMO info, whatever would be needed to define organizational context
- executive summary should be max. 1 paragraph addressing the questions mentioned in the map; will not be easy to actually write clearly and concisely for beginners
- Background seems to overlap with "Objective" branch of the first map
- the following items of the branches "Project context" and "Business outcome" would also be a good fit for the business case: business strategy context, portfolio contribution, definition of success, dependencies

Regards,

Thilo
...
1 reply by Markus Kopko, PMP
Dec 21, 2016 4:22 AM
Markus Kopko, PMP
...
Hi Thilo,

you wrote:

" ...my last comments on the business case: ..:"

Well, i do not hope so! ;) Your inputs are always superb and of great value and since the plan is to continuously develop those maps/template further i hope for your ongoing inputs ...;)
I do also have in mind doing such an initiative i have started here for the PMBoK Guide/PMP to do also for the Business Analysis/PBA part and at latest then we will develop this further and in much deeper detail, i guess ... ;)

you wrote:
" ... - project information: ..."
Thanks for that, i have added this in the "Notes" Part to project information. Of course those maps/template could be only a bit general and the flexibility of the maps and those technique is their beauty, right?

The plan with the "project information" branch is to have this in every single map, since it is the generic core information about the project/program. It should be defined once in the "Dashboard" map (will coming soon) and maintained there and the automatically actualized over all the other maps ... sounds nice, doesn't it?!

you wrote:
" ... - Background seems ..."
Well, this might be. In fact the maps are not sorted in a particular order. But they might be build one on another and are developed and evolved over project progress.
For instance of course it is possible to take a branch from one map and put it in another one if this seems to be plausible, right?

Another thought behind is, that i want to develop corresponding word/excel template which are filled automatically by the content of the map, but this is future music ...;)

btw: The next map "Statement of work" will going online soon for your consideration ... ;)

Regards,

Markus
Dec 20, 2016 1:49 PM
Replying to Thilo Wack
...
Hi Markus,

my last comments on the business case:

- project information: the user should primarily insert the header information of typical project documents in their organization; this could additionally include division/business unit, program, PMO info, whatever would be needed to define organizational context
- executive summary should be max. 1 paragraph addressing the questions mentioned in the map; will not be easy to actually write clearly and concisely for beginners
- Background seems to overlap with "Objective" branch of the first map
- the following items of the branches "Project context" and "Business outcome" would also be a good fit for the business case: business strategy context, portfolio contribution, definition of success, dependencies

Regards,

Thilo
Hi Thilo,

you wrote:

" ...my last comments on the business case: ..:"

Well, i do not hope so! ;) Your inputs are always superb and of great value and since the plan is to continuously develop those maps/template further i hope for your ongoing inputs ...;)
I do also have in mind doing such an initiative i have started here for the PMBoK Guide/PMP to do also for the Business Analysis/PBA part and at latest then we will develop this further and in much deeper detail, i guess ... ;)

you wrote:
" ... - project information: ..."
Thanks for that, i have added this in the "Notes" Part to project information. Of course those maps/template could be only a bit general and the flexibility of the maps and those technique is their beauty, right?

The plan with the "project information" branch is to have this in every single map, since it is the generic core information about the project/program. It should be defined once in the "Dashboard" map (will coming soon) and maintained there and the automatically actualized over all the other maps ... sounds nice, doesn't it?!

you wrote:
" ... - Background seems ..."
Well, this might be. In fact the maps are not sorted in a particular order. But they might be build one on another and are developed and evolved over project progress.
For instance of course it is possible to take a branch from one map and put it in another one if this seems to be plausible, right?

Another thought behind is, that i want to develop corresponding word/excel template which are filled automatically by the content of the map, but this is future music ...;)

btw: The next map "Statement of work" will going online soon for your consideration ... ;)

Regards,

Markus
...
1 reply by Thilo Wack
Dec 21, 2016 2:39 PM
Thilo Wack
...
Hi Markus,

the possibility to easily customize the maps is indeed one of their big advantages. I'd mention somewhere in the notes section that it makes sense to survey the other maps/branches for possible customization as one size will not fit all.
The idea of automatically filling templates based on the map content is ingenious. This will make the work of a PM so much easier: You can actually concentrate on the content while documentation takes care of itself. Woww!
Looking forward to the SOW map.

Regards,

Thilo

P.S. When you are doing the Business Analysis/PBA Project I'll have some serious learning to do, but I guess it will be worth it and it will be fun :-)
Dec 21, 2016 4:22 AM
Replying to Markus Kopko, PMP
...
Hi Thilo,

you wrote:

" ...my last comments on the business case: ..:"

Well, i do not hope so! ;) Your inputs are always superb and of great value and since the plan is to continuously develop those maps/template further i hope for your ongoing inputs ...;)
I do also have in mind doing such an initiative i have started here for the PMBoK Guide/PMP to do also for the Business Analysis/PBA part and at latest then we will develop this further and in much deeper detail, i guess ... ;)

you wrote:
" ... - project information: ..."
Thanks for that, i have added this in the "Notes" Part to project information. Of course those maps/template could be only a bit general and the flexibility of the maps and those technique is their beauty, right?

The plan with the "project information" branch is to have this in every single map, since it is the generic core information about the project/program. It should be defined once in the "Dashboard" map (will coming soon) and maintained there and the automatically actualized over all the other maps ... sounds nice, doesn't it?!

you wrote:
" ... - Background seems ..."
Well, this might be. In fact the maps are not sorted in a particular order. But they might be build one on another and are developed and evolved over project progress.
For instance of course it is possible to take a branch from one map and put it in another one if this seems to be plausible, right?

Another thought behind is, that i want to develop corresponding word/excel template which are filled automatically by the content of the map, but this is future music ...;)

btw: The next map "Statement of work" will going online soon for your consideration ... ;)

Regards,

Markus
Hi Markus,

the possibility to easily customize the maps is indeed one of their big advantages. I'd mention somewhere in the notes section that it makes sense to survey the other maps/branches for possible customization as one size will not fit all.
The idea of automatically filling templates based on the map content is ingenious. This will make the work of a PM so much easier: You can actually concentrate on the content while documentation takes care of itself. Woww!
Looking forward to the SOW map.

Regards,

Thilo

P.S. When you are doing the Business Analysis/PBA Project I'll have some serious learning to do, but I guess it will be worth it and it will be fun :-)

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