How to agree the PRINCE2 7 Tailoring Requirements
TAILORING REQUIREMENTS TAKE PLACE IN INITIATING A PROJECT
Initiating a project is aimed at laying down the foundations to achieve a successful project. Specifically, all parties must be clear on what the project is intended to achieve, why it is needed, how the outcome is to be achieved and what their responsibilities are so that there can be a genuine commitment to it.
The initiating a project process enables the project board, via the directing a project process, to decide whether or not the project is sufficiently aligned with corporate, programme management or customer objectives to authorize its continuation.
If, instead, the organization proceeds directly from starting up a project to controlling a stage, then it may risk committing significant financial resources to a project without fully understanding how its objectives will be achieved
All activities within the initiating a project process need further consideration if the relationship between the customer and the supplier is a commercial one (e.g. the reasons for undertaking the project as defined in the supplier’s business case may be different from those defined in the customer’s business case).
During the initiating a project process the project manager will create the suite of management products required for the level of control specified by the project board.
The project manager should have agreed (as part of the initiation stage plan) how the project board will review and approve the management products; the two extremes are one-at-a-time or all at once, activities to establish the approaches for the project may be executed in parallel, but it is recommended that the communication management approach is completed last as it will need to include any communications required by the other approaches.
The approaches are derived from corporate, programme management or customer strategies, standards or practices that the project needs to comply with, and the customer’s quality expectations captured in the project product description.
When the approaches have been defined, it is possible to set up the project controls and create the project plan. These are parallel and iterative activities as:
After the controls have been established and a project plan created, it is then possible to complete the business case because forecast time and costs of developing the project’s products and managing the project, are now fully understood.
The final activity in the initiating a project process is to assemble the project initiation documentation. This is a compilation of all the documentation developed during initiation that will be used to gain project board approval to proceed
Agree the tailoring requirements
The project manager may need to tailor how the project is directed and managed to recognize internal and external factors that affect how the project is delivered. Any deviations from the organization’s standard project management approach must be documented and agreed. PRINCE2 recommends the following actions:
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