Maximizing Your Customer Role
in a Guide Project


Contents: Maximizing Your Customer Role in a Guide Project (1 day)
bullet Why This Course?
bullet Learning Objectives
bullet Audience
bullet Course Outline and Duration

Why This Course?
This workshop supports customers who have licensed THE Guide, our innovative Project Management and Systems Engineering methodology. There are not many pure Information Technology (IT) Projects today! Instead, there are Business Projects that may have IT components. Those IT components are crucial to the success or failure of today’s business. THE Guide is a business effectiveness method that helps insure that success.

Today’s most effective enterprises manage business projects differently than we did in the past. No longer does a fragmented business unit throw undefined business needs over the fence, leaving IT to guess about the real business problem or opportunity, or the best solution. Today, dedicated teams of business partners and IT professionals work together, each providing their unique strengths and knowledge to define, design and deliver results that align with corporate strategies.

dancer.gif (4144 bytes)Learning Objectives
bullet Define “What is a Project?”and answer “How does Project work differ from ongoing work?”
bullet Identify the vital signs of project success, and discuss who is responsible for managing them.
bullet Describe the role and responsibilities of Customers and Sponsors in a well-managed project.
bullet Introduce the tools and techniques of THE Guide; describe the phases and the Basic 9 Results: the most important products of any project.

bullet Participate in answering some of the 20 most important Questions, and establishing strategy.
bullet Help establish project scope and objectives, and to perform Business Case Analysis.
bullet Identify the project timing and commitment levels needed for key project roles.
bullet Use The Online Guide to learn more about activity assignments and outputs. Complete Working Paper and Deliverable Templates to produce better project results.

bullet Identify elements of a useful project plan: activities, estimates and assumptions, and schedules.
bullet Describe the impact on success of Customer involvement in three key activities.
bullet Describe the Change Control process that manages the impact of needed changes, while responding to business needs.
bullet Getting Closure: Describe what is needed to end the project successfully. Describe an effective post-project review.

Audience
This workshop is for Customer or Business Partner team members who participate in and perform project work, such as helping define requirements and testing results for acceptability. It is useful for business resource managers whose staff is heavily involved in projects, and for internal experts, such as Internal Audit, and others who desire to increase project success.

Customers who do not perform project-related work should take THE Guide Overview instead. Similarly, this class is optional for those who attend Managing Projects With THE Guide.

Course Outline(1 day)

1. Introduction To Guide Projects
bullet What is a Project? How does Project work differ from real work?
bullet Project Management: Balancing the Vital Signs of Success
bullet Responsibilities for the Vital Signs
bullet The role and responsibilities of Customers and Sponsors in a well-managed project
bullet Introduction to THE Guide; THE Guide Components, Tools and Techniques
bullet The System Delivery Life Cycles
bullet The Basic Nine Results
2. Key Parts of the Customer Role
bullet Project Start-up: The 20 Important Questions for Any Project
bullet The Project Success Profile
bullet Establish Project Strategy, Business Case, Scope and Objectives
bullet Project Timing and Commitment Levels Needed For Key Project Roles
bullet Working Document Templates and Deliverable Templates
bullet The Online Guide Reference
3. Project Management Actions
bullet Minimum Elements of a Useful Project Plan
bullet The Impact on Success of Customer Involvement in Three Key Activities
bullet Quality Log and Reviews of Results
bullet Change Control: Manage Impact of Needed Changes, While Responding to Business Needs
bullet Getting Closure: What Is Needed To End the Project Successfully
bullet Describe an Effective Post-Project Review
bullet Benefits You Should Expect
bullet Workshop Summary
 

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