1 / 13

Chapter 2 Needs Identification

Chapter 2 Needs Identification. Learning Objectives. Review the project life cycle identifying needs proposing a solution performing the project terminating the project Focus on needs identification Identify needs and select projects Develop RFPs The proposal solicitation process. 2.

chanel
Download Presentation

Chapter 2 Needs Identification

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. Chapter 2Needs Identification

  2. Learning Objectives • Review the project life cycle • identifying needs • proposing a solution • performing the project • terminating the project • Focus on needs identification • Identify needs and select projects • Develop RFPs • The proposal solicitation process 2

  3. Real World Example • Vignette: Successful Messaging Services in Poland • Polska Telefonia Cyfrowa (PTC) is Poland’s leading wireless services provider, and maintains Era, the largest mobile network in Poland. • Powered by Sun Internet Mail Services (SIMS), PTC introduced Eranet, a messaging system designed to notify mobile subscribers by cell phone text messages when they have new e-mail. • Expanded offerings to customers by delivering two-way SMS services. • A detailed needs assessment was a key to its success • Sun Services helped to map out requirements for the Eranet project from the beginning and remained involved at every stage. • They developed an implementation plan, first determining needs and then designing effective solutions. • Project was completed in just 12 months – 50% earlier than anticipated. • With the implementation of the new Sun e-mail software, PTC was able to grow its subscriber base by approximately 80 percent in one year, with the anticipation of further growth. 3

  4. Real World Example • Vignette: Red Light, Green Light • Catherine Aczel Boivie joined Pacific Blue Cross in 2003 as VP of Information Technology. • She and the CEO agreed on two principles: (1) Technology has no value alone, and (2) technology management needs to focus on enabling business as opposed to operations. • Pacific Blue Cross created a Balanced Scorecard that displays and measures the organization’s performance from six perspectives: qualitative, quantitative, infrastructure, clients, people, and community-related goals. • She introduced the project management office (PMO) function. • Traffic Light Report: allows PMO to report project status • In the 2nd year, she introduced a gating process • Boivie is confident that the project management processes she put in place will help ensure advancing business goals, on time and within budget. 4

  5. Needs Identification • It is the initial phase of the project lifecycle • Starts with recognition of a need, problem, or opportunity • Ends with the issuance of a request for proposal (RFP) • Customer identifies a need, a problem, or an opportunity for a better way of doing something • Sees benefit in undertaking a project to result in improvement 5

  6. Needs Identification (Cont.) • Prior to preparing an RFP: • Recognize a need, problem, or opportunity • Clearly define the problem or need • Quantify the problem • Determine the budget • Select the project(s) with the greatest benefit for the cost expended 6

  7. Project Selection • Involves evaluating various needs or opportunities, and then deciding which of these should move forward as a project to be implemented • Steps in project selection: • Develop a set of criteria against which each opportunity will be evaluated • List the assumptions • Gather data and information for each opportunity • Evaluate each opportunity against the criteria 7

  8. Project Selection (Cont.) • Group consensus lead to better quality decision and higher acceptance of the decision • Effective approach – selection committee to develop a set of evaluation criteria • In most cases selection based on a combination of quantitative and qualitative evaluation 8

  9. Preparing a Request for Proposal • State, comprehensively and in detail, what is required, from the customer’s point of view • Enable contractors or a project team to understand what the customer expects so that they can prepare a thorough proposal • The need may be communicated informally—and sometimes only orally 9

  10. Preparing a Request for Proposal (Cont.) • Guidelines for drafting a formal RFP to external contractors: • statement of work (SOW) • customer requirements • deliverables • customer-supplied items • approvals required by the customer • type of contract 10

  11. Preparing a Request for Proposal (Cont.) • the payment terms • the required schedule for completion • instructions for the format and content of the contractor proposals • due date for proposals • evaluation criteria • occasionally will indicate the funds the customer has available 11

  12. Soliciting Proposals • Methods: • Identify a selected group of contractors in advance and sending each an RFP • Advertise in certain business newspapers • Process considered a competitive situation 12

  13. Soliciting Proposals (Cont.) • Don’t provide information that is not provided to all contractors • May hold a bidders’ meeting to explain the RFP and answer questions • Not all use RFP 13

More Related