Ch 3: Project Management Pre-Planning

About This Chapter

Before a project can move forward, there are several pre-planning steps that must take place. Through informative articles, this chapter provides your employees with instruction on the pre-planning process.

Project Management Pre-Planning - Chapter Summary

Our instructors have created these corporate training lessons to demonstrate the necessity and benefits of pre-planning for project management. Through this chapter, members of your staff will review the following:

  • The project management initiation phase
  • Designing and implementing a project charter
  • Different types of project and team charters
  • Plans and strategies for stakeholder management
  • Project risk management techniques

Brief text lessons clearly discuss all the steps of the pre-planning process, and realistic examples within each lesson will help your team better comprehend this process. To assess the effectiveness of this chapter as a learning tool for your staff, have your employees complete quizzes after each lesson and the comprehensive chapter exam.

How It Helps

  • Promotes responsibility: Instead of jumping into a project, project managers need to conduct the pre-planning steps first to verify project viability.
  • Encourages project assessment: By learning the steps for creating project charters, project managers can also practice writing goals to measure the progress of each project.
  • Emphasizes risk assessment: Employees who understand the pre-planning process are more capable of predicting the potential risks and benefits of any project before it starts.
  • Fosters improved communication: To complete the pre-planning process, project managers will need to communicate with all departments on a regular basis.

Skills Covered

By the end of this chapter, employees will be able to:

  • Comprehend how to identify the purpose of the project
  • Explain the charter writing process and provide examples
  • Point out the process of developing the stakeholder management plan
  • Elaborate on the format used to create a business case analysis (BCA)
  • Define the purposes of the Delphi technique

12 Lessons in Chapter 3: Project Management Pre-Planning
Test your knowledge with a 30-question chapter practice test
The Initiation Phase of Project Management

1. The Initiation Phase of Project Management

Before a project can begin, there are a number of questions to be answered, including why is the project needed and is it even possible to do. In project management, answering these questions is done in the initiation phase. In this lesson, learn about the initiation phase of project management.

Project Charter: Purpose & Assumptions

2. Project Charter: Purpose & Assumptions

In this lesson you'll learn what the purpose of a project charter is and some of the elements that should be included in the project charter, and discover the importance of documenting all of the project assumptions when drafting the project charter.

How to Write a Project Charter Document

3. How to Write a Project Charter Document

In this lesson you will learn how to write a project charter document, what main elements should be included, where to source the information, and why it's important to have the document formally improved.

What is a Team Charter? - Definition & Example

4. What is a Team Charter? - Definition & Example

This lesson will define a project charter and explain how to develop one. We'll also detail all of a team charter's components and review the benefits of creating one.

Six Sigma Project Charter: Overview & Examples

5. Six Sigma Project Charter: Overview & Examples

The Six Sigma project charter is a building block for any successful project. Learn the importance and basic concepts of developing a Six Sigma project charter along with a realistic example that will demonstrate the application of these concepts.

Stakeholder Management Plan: Definition & Example

6. Stakeholder Management Plan: Definition & Example

This lesson provides an overview and definition of stakeholder management planning within the project management pre-planning methodology. It also includes examples of how stakeholder management plans are used in the project planning industry.

Stakeholder Management Plan: Strategy & Process

7. Stakeholder Management Plan: Strategy & Process

Stakeholder management is an essential part of any project. By understanding who your stakeholders are, how they impact the project, and how to engage them most effectively, you will be tapping into one of your most valuable project resources.

Stakeholder Management: Definition & Importance

8. Stakeholder Management: Definition & Importance

In this lesson, you will learn about project stakeholders and why stakeholder management is a very important part of project management. You will also learn what should be included in a good stakeholder management plan and how it can assist you in managing your stakeholders.

Understanding & Using Cost-Benefit Analysis

9. Understanding & Using Cost-Benefit Analysis

This lesson will introduce the concepts, advantages, and disadvantages of cost-benefit analysis. Although the cost-benefit analysis is an excellent tool, we shall see that not all costs and benefits can easily be assigned monetary values.

Business Case Analysis (BCA): Example & Format

10. Business Case Analysis (BCA): Example & Format

In this lesson, we'll explore the process of business case analysis. We'll define the phrase and explain the different steps to take when developing a business case analysis.

Identification Techniques for Project Risk Management

11. Identification Techniques for Project Risk Management

This lesson discusses the techniques involved in identifying project risks using tools such as documentation reviews, information gathering, brainstorming, checklist analysis, among others.

The Delphi Technique: Definition & Example

12. The Delphi Technique: Definition & Example

Learn about the Delphi technique, which allows experts involved in a discussion to reach a consensus about a project. We'll go through the steps and process, as well as the benefits and disadvantages of the technique.

Chapter Practice Exam
Test your knowledge of this chapter with a 30 question practice chapter exam.
Not Taken
Practice Final Exam
Test your knowledge of the entire course with a 50 question practice final exam.
Not Taken

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