Discovery

Estimate required resources by role and skill set for project implementation, production, and ongoing support. Discuss with the manger from each area involved to identify resource availability and gaps.

The Business Case provides a detailed explanation of the Scope, Cost, and Definition of the project. This information is normally required when it is necessary to provide an explanation of the benefits that will be realized as a result of the project. Larger or more complex projects usually require a Business Case.

1. The high-level milestone plan identifies the key deliverables for the project. They can be broken down into more detail as the project moves forward.
2. The Project Definition is a lighter version of the Project Charter. It should be used to capture key elements of the request.

In identifying the proposed solutions or determining product costs, it is often desirable to conduct vendor research to see what technology is currently available in the market place. Contact the procurement office to identify vendors or to prepare a Request for Information (RFI). Consult with peers at other universities to determine potential solutions and their costs, benefits, and risks.

Defining requirements specifies the capabilities, features, or attributes of the project’s deliverables. Stakeholder needs, wants, and wishes are analyzed to derive the requirements. Requirements are prioritized to determine which ones will be included and excluded from the project.

1. Contact Project Approver and/or Requestor and have them identify the sponsor (primary owner) and key stakeholders (primary users that will be affected by the project).
2. Meet with sponsor and stakeholders to define objectives and scope, and gain their buy-in for the project.