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Project Planning & Management Guide

The document outlines the essential components of project planning and management, focusing on creating a Project Charter, defining project scope, and setting SMART goals. It emphasizes the importance of stakeholder approval to avoid scope creep and aligning projects with organizational strategy. Key elements include gathering requirements, establishing clear deliverables, and ensuring that project goals support the company's strategic objectives.

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5 views3 pages

Project Planning & Management Guide

The document outlines the essential components of project planning and management, focusing on creating a Project Charter, defining project scope, and setting SMART goals. It emphasizes the importance of stakeholder approval to avoid scope creep and aligning projects with organizational strategy. Key elements include gathering requirements, establishing clear deliverables, and ensuring that project goals support the company's strategic objectives.

Uploaded by

nabaasaedson70
Copyright
© All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd

CTPA INSTITUTE

PROJECT PLANNING AND MANAGEMENT MODULE 2

Defining Scope and Objectives

1. Creating a Project Charter

The Project Charter is a formal document that authorizes the project and
gives the Project Manager authority to allocate resources.

Key Components of a Project Charter:

Project Title & Description (Purpose, Business Case)


Objectives & Success Criteria (What defines success?)
Key Stakeholders (Sponsor, PM, Team, Clients)
High-Level Scope (Inclusions & Exclusions)
Budget & Timeline Estimates
Risks & Assumptions
Approval Signatures

Example: A software development project charter outlines the need for a new
app, expected benefits, and initial deadlines.

2. Defining Scope and Boundaries

Project Scope defines what is included (and excluded) in the project.

Key Steps:

1. Gather Requirements (Interviews, surveys, workshops)

2. Define Scope Statement (Clear deliverables & boundaries)

3. Identify Exclusions (What is not part of the project?)

4. Get Stakeholder Approval (Avoid scope creep later)

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Example: A construction project scope includes building a house but excludes
landscaping.

Avoiding Scope Creep

 Change Control Process (Formal approval for changes)

 Clear Documentation (Scope statement, WBS)

3. SMART Goals and Deliverables

Goals should be SMART to ensure clarity and achievability:

SMART
Explanation Example
Criteria

Clear and "Increase sales" ❌ → "Increase online


Specific
unambiguous sales by 15%" ✅

"Improve customer satisfaction" ❌ →


Measurable Quantifiable success
"Achieve 90% satisfaction score" ✅

Realistic with given "Double revenue in 1 month" ❌ →


Achievable
resources "Increase revenue by 10% in Q3" ✅

Aligns with business "Redesign the logo" (if goal is brand


Relevant
needs awareness) ✅

"Launch the product" ❌ → "Launch by


Time-bound Has a deadline
Dec 2025" ✅

Deliverables are tangible outcomes (e.g., a report, software feature,


constructed building).

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4. Aligning with Organizational Strategy

Projects should support the company’s strategic goals (e.g., growth,


efficiency, innovation).

How to Ensure Alignment?

Review Business Objectives (Mission, vision, KPIs)


Stakeholder Analysis (Who benefits from the project?)
Benefits Realization Plan (How will success be measured post-project?)

Example: A company aiming for digital transformation would prioritize IT


infrastructure upgrades.

CTPA INSTITUTE INFORMATION CENTER

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