Explore the Concept

The Practice Space <- Explore the Concept

Concept Phase

The purpose of the Concept Phase is to explore the idea behind a proposed project, to determine its viability as a project and whether or not it can be delivered. Use the checklists and templates, below, to aid your process in gathering the necessary information and validate your approach.

Project Concept
Initiate Project
Plan Project
Execute Project
Close Project

Process Groups in this Phase

These are the key Input, Process and Output steps in this phase. Review the list of items in each section, and review the process flow shown in the Process Timeline, below. To select the appropriate templates, click on the Download Template button from the ‘Checklist & Templates‘ repository.

Process Checklist

  • Governance
  • Clarify Business Objectives
  • Outline Intended Benefits
  • Specify Tolerances
  • Agree Governance Rules
  • Management
  • Get common acceptance of Scope!
  • Agree Governance Rules
  • Agree Tolerances & Thresholds
  • Draft / Review Business Case
  • Draft outline Project Brief
  • Delivery
  • Understand Technical scope
  • Provide Technical Advice
  • Validate Technical Scope

Output

  • Business Case
  • Value Scorecard
  • Project Proposal
  • Governance Model
  • Project Category
  • Risk Assessment
  • Outline Budget

Checklists and Templates

To use a document in your project, review the Input, Process and Output steps in this phase, above,
then review the list of items, below, and select the appropriate ‘Download Template’:

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