ng bb 06 project charter

Download NG BB 06 Project Charter

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  • 1. UNCLASSIFIED / FOUO UNCLASSIFIED / FOUO National Guard Black Belt TrainingModule 06Project Charter UNCLASSIFIED / FOUO UNCLASSIFIED / FOUO

2. UNCLASSIFIED / FOUOCPI Roadmap Define 8-STEP PROCESS 6. See 1.Validate2. Identify 3. Set4. Determine5. Develop 7. Confirm 8. StandardizeCounter-the Performance ImprovementRoot Counter- Results SuccessfulMeasuresProblem GapsTargetsCause Measures & Process ProcessesThrough Define Measure Analyze ImproveControl ACTIVITIESTOOLS Identify ProblemProject Charter Validate Problem StatementProject Selection Tools Establish Strategic Alignment Value Stream Map Gather Voice of the Customer & Business Various Financial Analysis Create Goal Statement Effective Meeting Skills Validate Business CaseStakeholder Analysis Determine Project Scope Communication Plan Select and Launch TeamSIPOC Map Develop Project TimelineHigh-Level Process Map Create Communication Plan Project Management Tools Prepare High-Level Process Map / SIPOCVOC and Kano Analysis Complete Define TollgateRACI and Quad Charts Strategic Alignment2 Note: Activities and tools vary by project. Lists provided here are not necessarily all-inclusive.UNCLASSIFIED / FOUO 3. UNCLASSIFIED / FOUOLearning Objectives Apply the elements of project chartering to a CPIproject Understand the roles and responsibilities associatedwith chartering a CPI project3 UNCLASSIFIED / FOUO 4. UNCLASSIFIED / FOUOSelecting CPI Projects1 Identify Value 2 Identify Project3 Screen Initial List4 Scope and5 Prioritize List ofLevers Opportunitiesof OpportunitiesDefine Projects Defined Projects Identify value levers in Translate value levers Score each project as Assign opportunities to Evaluate projects usingthe organization into opportunity areas High / Med / Low forproject sponsors forevaluation criteria Strategic Translate opportunitybenefit and effortproject definition Update benefit / effort Financial areas into project ideas Fill in benefit / effort Complete draft Projectmatrix Customer matrixCharters Review plotted results Operational (Process) Review plotted results Prioritize projects Prioritize value levers Select highest priority Schedule projectopportunities for launches based onfurther analysisresource availability 4 UNCLASSIFIED / FOUO 5. UNCLASSIFIED / FOUOSelecting the Best Project Look for an existing process within your area that is not meeting customer expectations Think about the things that cause pain for you or your organization Typically projects fall into 2 types: Primary focus on doing things faster with an overall goal of reducing cycle time Primary focus on doing things better with an overall goal of reducing errors Ensure there is strategic alignment Tie the project goals to one or more of the strategic goals for yourorganization Properly scope the project Do not try to boil the ocean 5UNCLASSIFIED / FOUO 6. UNCLASSIFIED / FOUOProject Chartering The charter defines the teams mission It includes the following elements: Opportunity or Problem Statement Business Case Goal Statement Project Scope Project Timeline) Team Selection The Project Charter does NOT solve the problem It is a living document that will change over time 6UNCLASSIFIED / FOUO 7. UNCLASSIFIED / FOUOWho Develops the Project Charter? The Project Sponsor is responsible and accountable fordeveloping a draft Project Charter, with assistance from: Deployment Director, who might start the process of filling outthe Project Charter Resource/Financial Manager Take the lead in developing cost data Buy-in Other Executive Leadership Black Belt facilitator and potential team members (if possible) 7UNCLASSIFIED / FOUO 8. UNCLASSIFIED / FOUOHow Does the Charter Develop?Scope must address Scoping can change whatBenefits are the bulk of the measurements need to be proportional to problem identifiedtracked scope OpportunityGoal Business or ProblemProject Scope StatementImpactStatement What is the Current What is the desired What is the value What are the boundaries State?Future State? (strategic and/or of the initiative (start and What pain are we or What are ourfinancial) of closing the end points of the process our clients experiencing?improvement objectivesgap between Current or parts of a system)?and targets?and Future states? Is the scope reasonable? What is wrong or not working? Specifically, what is going What is the financial What is not within scope?to be better? benefit the quantifiedvalue of the project How will success be($$$)?measured? What specificparameters will bemeasured? 8UNCLASSIFIED / FOUO 9. UNCLASSIFIED / FOUOProject Charter ElementsBusiness Impact Opportunity or Problem Statement Why should we do this? What is the benefit? What pain are we or our clients experiencing? How does this project align with the business strategy? What is wrong or not working? What is the quantified value of the project ($$$)? Why do we think we can generate the value propositiondescribed in the Business Impact?Goal StatementProject Scope What are our improvement objectives and targets? What are the boundaries of the initiative (start and endpoints of the process or parts of a system)? Specifically, what is going to be better? What authority do we have? How will success be measured? What specificparameters will be measured? What is not within scope?Project Plan / Timeline Team Selection How are we going to get this done? Who are the team members? When are we going to complete the work? What is their role? What are the major milestones (tollgates)? How much of their time will be dedicated to theproject?9 UNCLASSIFIED / FOUO 10. UNCLASSIFIED / FOUOProject Charter Template Team MembersName Role AffiliationDACIBlack BeltDriverMaster Black Belt Driver Take awayProject Sponsor Approvermessage goesProcess Owner ApproverhereProject Charter(impact ofProblem problem)Statement:Business Case: Project TimelineGoal Statement: PhaseStartStopStatusUnit:Definemm/dd/yy mm/dd/yyDefect:Measure mm/dd/yy mm/dd/yyCustomer Analyze mm/dd/yy mm/dd/yySpecifications: Improve mm/dd/yy mm/dd/yyProcess Start: Control mm/dd/yy mm/dd/yyProcess Stop:10Scope:Required DeliverableUNCLASSIFIED / FOUO 11. UNCLASSIFIED / FOUOProblem StatementOpportunity or Problem StatementBusiness Impact What pain are we or our customers experiencing? Why should we do this? What is the benefit? What is wrong or not working? How does this project align with the business strategy? What is the quantified benefit of the project ($$$)?Goal Statement Project Scope What are our improvement objectives and targets? What are the boundaries of the initiative (start and end points of the process or parts of a system)? Specifically, what is going to be better? What authority do we have? How will success be measured? What specificparameters will be measured? What is not within scope?Project Timeline Team Selection How are we going to get this done? Who are the team members? When are we going to complete the work? What are their roles? What are the major milestones (tollgates)? How much of their time will be dedicated to the project? 11 UNCLASSIFIED / FOUO 12. UNCLASSIFIED / FOUOBuilding a Problem StatementAn Opportunity or Problem Statement: Contains information that gives specificity to the issue Quantifies the pain caused by the current problem What is happening? (Example: Increase in cycle time) When did the problem start? (Example: starting in FY03) Where is the occurrence? (Example: at all locations) What is the magnitude of the problem? (Example: average of 21 days to process an Interim Flight Clearance)Problem Statement Template:The [customer] expects [metric (central tendency/spread)] and the currentprocess is operating at [metric (central tendency/spread)]. This (What) began(When) at (Where). 12 UNCLASSIFIED / FOUO 13. UNCLASSIFIED / FOUOProblem Statement Examples BadProblem Statement Example: The CAC, Common Access Card, issuing process needs to be improved. Weve received numerous complaints from DA Civilians and Soldiers. Good Problem Statement Example: The Civilians and Soldiers expect the CAC issuing process lead time to ne less than 2 hours and the current process lead time has averaged 6.2 hours. The CAC process has shown a steady increase in lead time since November 2001 at the Pentagon.13UNCLASSIFIED / FOUO 14. UNCLASSIFIED / FOUOExercise: Create a Problem Statement Objective Create a Problem Statement for your project Instructions: Follow the problem statement template Share with others and get feedback Problem Statement Template: The [customer] expects [metric (central tendency/spread)] and the current process is operating at [metric (central tendency/spread)]. This (What) began (When) at (Where). Time = 10 Minutes14UNCLASSIFIED / FOUO 15. UNCLASSIFIED / FOUOGoal StatementOpportunity or Problem StatementBusiness Impact What pain are we or our customers experiencing? Why should we do this? What is the benefit? What is wrong or not working? How does this project align with the business strategy? What is the quantified benefit of the project ($$$)?Goal Statement Project Scope What are our improvement objectives and targets? What are the boundaries of the initiative (start and end points of the process or parts of a system)? Specifically, what is going to be better? What authority do we have? How will success be measured? What specificparameters will be measured? What is not within scope?Project Timeline Team Selection How are we going to get this done? Who are the team members? When are we going to complete the work? What are their roles? What are the major milestones (tollgates)? How much of their time will be dedicated to the project? 15 UNCLASSIFIED / FOUO 16. UNCLASSIFIED / FOUOGoal Statement Objectives Specifically, what are we going to do and deliver? What are our improvement objectives and targets? How will success be measured? What specificparameters will be measured?Goal Statement Template:[Action ver

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