项目说明报告英文版.docx

项目说明报告英文版.docx

《项目说明报告英文版.docx》由会员分享，可在线阅读，更多相关《项目说明报告英文版.docx（7页珍藏版）》请在冰豆网上搜索。

项目说明报告英文版

ScopeStatement

For

Preparedby

1.ExecutiveSummary

Thisshouldincludeadetaileddescriptionoftheworkthatwillbeperformedandthebenefitsthattheworkisexpectedtoachieve.Ifitemsareidentifiedthatareclearlyoutofthescopeofthisproject,theyshouldbenotedhere.

2.ProjectObjectives

2.1Need/Opportunity/Objectives

Thebusinessneed/opportunityshouldbestatedinbusinesstermsandshouldprovideanunderstandingof:

▪Whatcreatedtheneed,orhowtheopportunitywasrecognized

▪Themagnitudeoftheneed/opportunity

▪Contributingfactors,suchasworkloadincreasesorstaffreductions,andfiscalconstraints

▪Anunderstandingoftheextenttowhichtheneed/opportunitywouldbeaddressedifanappropriatealternativewereimplemented

▪Theconsequencesforcustomersiftheneedoropportunityisnotaddressed.

Astatementofthebusinessvisionhelpsensuretraceabilityintheproject.Businessgoalsandobjectivesarelinkedbacktothevision,andeachprojectobjectiveisalsolinkedtothebusinessvision.Businessobjectivescanbestatedasbusinessmeasures,suchasincreasingprofitsby20%.

2.2SolutionDescription

Describetheproposedsolutionandstatehowitmeetsthebusinessgoals.

Projectobjectivesdescribetheproposedsolutionandhelpdefinehowtheprojectsupportsthebusinessobjectives.Includesuchthingsas:

▪Solutiondescription.

▪Benefitsofdoingtheproject.Benefitsshouldlinkbacktothebusinessneedoropportunity.

▪Thecriteriabywhichtheprojectwillbedeemedsuccessfulbykeystakeholders.

Examples:

▪Implementationofthisnewservicewillreduceoperationalexpensesby$200,000peryear.

▪Thisprojectwillbesuccessfulifdeliveredwithin10%oftheapprovedbudget.

2.3Deliverables

Deliverablesaretangibleproductsorthingsthattheprojectwillproduce,statedatahighlevel.Theydescribewhatthebusinessclientswillgetwhentheprojectisdone.Itisimportanttoalsostateexclusions,orwhatwillnotbeincludedintheproject.Deliverableswillbedetailedelsewhereintheprojectplan.

Examples:

Deliverablesincluded:

▪Anewservice

▪Recommendationsonnewautomation

▪Afeasibilitystudy

▪Anewvoiceresponsesystem

Deliverablesexcluded:

▪Implementationofthenewservice

▪Implementationofthefeasibilitystudyrecommendations

▪Maintenanceofthenewsystem

3.ProjectDescription

3.1Scope

Includes:

Describethefunctionalitythatisincludedwithintheproject.

DoesNotInclude:

Describethefunctionalityorelementsrelatedtotheprojectthatarenotincluded

3.2CompletionCriteria

Describewhatwillbecreatedintermsofdeliverables（andtheircharacteristics）and/orwhatconstitutesasuccessfulphasecompletion.

3.3RiskAssessment

Describethetoptwoorthreeprojectsriskandahigh-levelmitigationplan.ThisbriefassessmentwillbeexpandedintheformalRiskManagementPlan,completedaspartoftheProjectPlan.

3.4Constraints

Allprojectshaveconstraints,andtheseneedtobedefinedfromtheoutset.Projectshaveresourcelimitsintermsofpeople,money,time,andequipment.

3.5DependencyLinkages

Insomecases,oneprojectmaybedependentuponanotherproject’sdeliverables;thislinkageneedstobeidentifiedanditsprogressmonitored.Inothercases,aprojectmaybedependentuponinformationfromseveralagencies;thetasksandactivitiesoftheinformationgatheringprocessthatneedtobemonitored.

3.6Impacts

Organizationalchangemanagement,retraining,increases/decreasesinoperatingbudgetsareexampleimpacts.

3.7MeasuresofProjectSuccess

Thissectiondescribesthemetricsthatwillbeusedontheprojecttodeterminehowsuccesswillbemeasured.Suchmetricsmightincludehowtomeasurecustomersatisfactionormightstatewhata“userfriendly”systemis.

3.8Assumptions

Projectassumptionsneedtobedefinedbeforeprojectactivitiestakeplacesothattimeisnotspentonaprojectthathasnobasisforfunding.Forexample,supportandattentionwillbeprovidedbytheBusinessSponsorandtheSteeringCommittee;resourceswillbeavailabletoadequatelystafftheproject,etc.

3.9CriticalSuccessFactors

Describethosefactorsthatwillensurethesuccessorfailureoftheproject.Forexample,theOrganizationChangeManagementPlanwillbeaccepted;thesysteminfrastructureenvironmentwillbeadequate,etc.

3.10RolesandProjectStakeholders

3.10.1Roles

Thefollowingroledefinitionsarebeingappliedtotheresourcesassignedtothisproject:

ProjectSponsor

Providesexecutiveteamapprovalandsponsorshipfortheproject.Hasbudgetownershipfortheprojectandisthemajorstakeholderandrecipientfortheprojectdeliverables.

ProjectOwner

ProvidespolicydefinitiontotheProjectteam.Resolvesallpolicyissueswiththeappropriatepolicyownersinordertoprovideaclear,decisivedefinition.Makesfinaldecisionsandresolvesconflictsorissuesregardingprojectexpectationsacrossorganizationalandfunctionalareas.Theprojectownerandtheprojectmanagerhaveadirectlinkforallcommunication.Theprojectmanagerwillworkdirectlywiththeprojectowneronallpolicyclarification.

ProjectManager

Providesoverallmanagementtotheproject.AccountableforestablishingaProjectCharter,developingandmanagingtheworkplan,securingappropriateresourcesanddelegatingtheworkandinsuringsuccessfulcompletionoftheproject.Allprojectteammembersreporttotheprojectmanager.Handlesallprojectadministrativeduties,interfacestoprojectsponsorsandownersandhasoverallaccountabilityfortheproject.

SteeringCommittee

Provideassistanceinresolvingissuesthatarisebeyondtheprojectmanager’sjurisdiction.Monitorprojectprogressandprovidenecessarytoolsandsupportwhenmilestonesareinjeopardy.

Stakeholder

Keyproviderofrequirementsandrecipientofprojectdeliverableandassociatedbenefits.Deliverablewilldirectlyenhancethestakeholders’businessprocessesandenvironment.Majorityofstakeholdersforthisprojectwillbeagencyheads,CIO’sandprojectmanagementrepresentatives.

TeamMember

Workingprojectteammemberwhoanalyzes,designsandultimatelyimprovesorreplacesthebusinessprocesses.Thisincludescollaboratingwithteamstodevelophighlevelprocessdesignsandmodels,understandingbestpracticesforbusinessprocessesandpartneringwithteammemberstoidentifyappropriateopportunities,challengingtheoldrulesofthebusinessandstimulatingcreatingthinking,andidentifyingorganizationalimpactareas.

3.10.2Stakeholders

Name

Role

ProjectOwner

ProjectManager

SteeringCommitteeMembers

TeamMembers

TeamMembers

TeamMember

TeamMember

TeamMember

4.ProjectApproach

PlannedApproach

Describehowtheprojectwillbeimplemented.Forexample,discussphasing,outsourcingplans,orthehiringoftemporaryresources,creationofvarioustestingenvironments,etc.

5.ProjectEstimates

5.1EstimatedSchedule

KeyProjectmilestonesrelativetoprojectstartareasfollows:

ProjectMilestones

TargetDate

ProjectStart

ProjectCompletion

5.2ResourceRequirements–TeamandSupportResources

Thefollowingpersonnelresourcesarerequiredtocompletethisproject:

PersonnelResourceTypes

Quantity

TotalPersonnelResources

5.3EstimatedCost

Expense

OriginalBudget

CurrentBudget

SpenttoDate

Est.toComplete

CurrentForecast

Variance

Labor

Internal

External

Hardware

Software

Other

Total

6.ProjectControls

Describehoweachoftheseprojectcontrolswillbeemployed.

6.1SteeringCommitteeMeetings

6.2MonthlyStatusReports

6.3RiskManagement

6.4IssueManagement

6.5ChangeManagement

6.6CommunicationManagement