Business Case - Project Management template

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This business case document outlines a proposed project, including its purpose, background, options considered, deliverables, scope, constraints, risks, benefits, commercial proposition, and financial analysis. The document provides details on what the project will and will not deliver, any constraints, key risks, expected financial benefits and costs, procurement strategy, and serves as the baseline for ongoing assessment of the project.

Business

• Supplier Options
• Form of Contract (terms, duration, payment mechanism and performance
incentives)
• Risk allocation and transfer
• Timetable

Project: [Project Name] Version:
Author: Date:
Status [Draft/Final]
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Optimise-GB provides you with a free template for the programme start up document. This is the first phase of a three phased programme methodology. This document is based on MSP, Lean and Six Sigma programme methodologies. The key difference and unique perspective for this methodology is that the programme never closes down but focuses on continuous improvement. This document reduces the number of documents that can often lead to confusion as identified in a number of methodologies. The document sets the reason for the programme in regards to operational strategies, objectives and balanced scorecard reporting. As with most programme management methodologies, the document focuses on the now (Current state / as is) again the future (to be / future state). There are several inbuilt excel templates to boot including objectives weighting mechanisms, SIPOC flow diagrams and business cases. The programme start up phase leads into the Programme Improvement plan, which identifies a number of initiatives to be authorised within the project portfolio. The third and final document in this methodology is the programme delivery report, another template, that reports back on the progress made against the strategic goals. Please contact me should you have any questions on simon@optimise-gb.com and visit www.optimise-gb.com for more details. Many thanks Simon Misiewicz

Programme start up document - Optimised Programme Methodology

Simon Misiewicz

Optimise-GB provides you with an Excel template for staff appraisals. The objective of this template is for managers and employees to work and agree the activities for forth coming period, based on strategic goals (from the balanced scorecard) and aligning them to the targets / objectives of the employee. This is to demonstrate how the employee fits into the organisation, what part they play and to feel valued. There are a number of targets that require the employee to put forward, not the manager, so that they take ownership of the targets and use their intellect to achieve the ultimate goals of the organisation. This template also looks at what the managers should be doing for the employee to improve morale / motivation and help them with the employees training. After all, an appraisal is meant to be about both the employee and manager, not one or the other. Please contact me should you have any questions on simon@optimise-gb.com and visit www.optimise-gb.com for more details. Many thanks Simon Misiewicz

Staff appraisal document - template

Simon Misiewicz

Be proactive

Simon Misiewicz

Optimise-GB provides you with a free template for the programme start up document. This document is based on MSP, Lean and Six Sigma programme methodologies. The key difference and unique perspective for this methodology is that the programme never closes down but focuses on continuous improvement. This document reduces the number of documents that can often lead to confusion. The document sets the reason for the programme in regards to operational strategies, objectives and balanced scorecard reporting. As with most programme management methodologies, the document focuses on the now (Current state / as is) again the future (to be / future state). There are several inbuilt excel templates to boot including objectives weighting mechanisms, SIPOC flow diagrams and business cases. Please contact me should you have any questions on simon@optimise-gb.com and visit www.optimise-gb.com for more details. Many thanks Simon Misiewicz

Optimised - Programme start up

Simon Misiewicz

Optimise-GB provides you with a presentation of how to manage your projects, simply, effectively and with great efficiency. Project management is a focus on time, cost and quality and there needs to be a balance of all three. This presentation gives you a brief guide to the documents that could be used within each and every project. These documents are not extensive compared to Prince2 or other project management methodologies, for one simple reason, simplicity. Please contact me should you have any questions on simon@optimise-gb.com. Many thanks Simon Misiewicz

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Business Case - Project Management template

1. Business Case [Title] Author: [Author] Your Business Name Street Address Address 2 Telephone Fax E-Mail Date: [Date] Distribution: [Distribution list] Version: [Enter Version number] Version Date Authorised by Narrative 1.0

2. 1.0 Purpose This document defines the project’s Business Case and provides the baseline against which the project is continually assessed. NB: For support in completing the following financial sections either contact your financial 2.0 Background Explain the context of the project and the reason why it is needed now. 3.0 Options considered Provide details of what this project will deliver (in-scope) and what it will not deliver (out of scope 4.0 Deliverables State how the project will contribute to the Council Plan, national policy or a Department’s objectives and priorities. Also state the final outcomes expected. 5.0 Scope Provide details of what this project will deliver (in-scope) and what it will not deliver (out of scope). 6.0 Constraints Provide details of any constraints (e.g. resources, legal and operational). 7.0 Key risks Provide details of key risks 8.0 Benefits Provide the financial benefits and costs associated with the project [Insert Excel Business Case] 9.0 Commercial Proposition Provide details of the procurement strategy including: • Requirements Project: [Project Name] Version: Author: Date: Status [Draft/Final] Page 2 of 3

3. • Supplier Options • Form of Contract (terms, duration, payment mechanism and performance incentives) • Risk allocation and transfer • Timetable Project: [Project Name] Version: Author: Date: Status [Draft/Final] Page 3 of 3

Business Case - Project Management template

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