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This chapter emphasizes the importance of high-quality projects, outlining commercial, creative, technical, and content requirements. It discusses the role of the project manager in ensuring project success, the significance of commitment, trust, and relationships in the early stages, and opportunities for inspiration, education, and refining working practices.
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BIW 30503: WEB PROJECT MANAGEMENT Chapter 3: PROJECT CLARIFICATION
PROJECT CLARIFICATION • Importance of High Quality Project • Discover, Refine and Define • Commercial Requirements • Creative Requirements • Technical Requirements • Content Requirements • Schedule, Cost and Resources
Introduction • What next steps should be? • Who will be taking the plunge with? • Aim : • to get team spirit going • to begin to get the feel for a common purpose and goal.
Introduction • Full understanding of • client’s commercial goals, • financial, technical, creative, resourcing context in which those commercial goals need to be set • Asking questions to client • Understand client’s operating environment • client’s motivation • level of thinking.
Introduction • Two-way knowledge transfer process. • ignorance to knowledge • Team >> client’s business environment • Client >> team’s particular skills, working practices and online expertise
Deliverables at the Project Clarification Work Stage • A project brief – details the business, creative, technical and content requirements. • An outline of a budget, schedule, resources plan for the project. • A full preproduction budget, schedule and resources plan.
Where the Project Manager Fits In • Phase is crucial to the success of the project >> most experience people. • Ensure the project gets off to a good start + follow the best possible development path. • Most senior project manager will coordinate this phase. • Input from the client + consultant
Project Manager Fits In • Understand how it came into being + what it hopes to become >> easier to understand the project + make sure it meets its higher objectives • High degree of commitment involved + consulted at the early stages.
Importance of High Quality Project • Successful web site reinvention and extension of the existing business. • Draw the best of the resources that reside across potentially all departments of the company. • Need the authority and support of a high-level project sponsor. (At least COO)
Importance of High Quality Project • Reason for high-level support: • maximize speed of critical decision making • ensure budgetary control. • Longer key decisions made larger the organization + by committee. • Rare for a project to cost less than originally predicted. • Room in schedules + budgets = overrun.
Importance of High Quality Project • More money >> communicate with someone from top management. • Seen as an important project. • Have the full attention of the necessary high-level people.
Opportunities – 1st Work Stage • Commitment • Trust • Relationships • Scope and budget • Inspiration • Protect yourself • Education • Working Practices
Opportunities - Commitment • Involving people in the project > build commitment to it. • Start to generate momentum and enthusiasm.
Opportunities - Trust • Excel create trust between client and project team. • Invaluable to upcoming work stages. • Increased scope for friction and unexpected issues. • Important thing to develop – first impressions count >> make a good start.
Opportunities - Relationships • Develop working relationships. • It sets the tone for the rest of the project. • Creating new relationships and new working groups. • Getting to know and work with new people, seeing new faces and doing new work. • Key to developing new business opportunities.
Opportunities – Scope and Budget • Initial expected scope and budget for the project. • Opportunity to sell the client on upgrading the project to the bigger picture. • Possible if more budgets and resources are available. • Strong arguments for chasing these opportunities.
Opportunities – Inspiration • Have specified the project more about doing than thinking. • Creative and commercial insight. • Opportunity to be inspired. • Inspired client confidence, trust and admiration.
Opportunities – Protect Yourself • Negative way of stating what is a much more positive element. • Responsibility needs to be shared. • Lead to a much better quality end results. • Avoid the fingers of blame. • Clear – opportunity and responsibility. • Opening the project up to a wider group of people.
Opportunities – Education • A lot is learned during a Web project by all involved. • Learning can be a very positive experience. • Nature of the work involved + importance of it + the opportunities it brings. • Asking the appropriate questions. • Giving reasons for the questions.
Opportunities – Working Practices • The first contact with each other. • Chance to set expectations and standards in terms of working practices. • It gets people used to how documents will be presented, how meetings will be run and etc. • Next work stages already project protocol established.
Discover, Refine, Define • Known as the discovery phases. • Discovering and uncovering all available information that will inform your approach. • To reach the point at producing the deliverables for the project – discover, refine, define.
Discover • Attempt to discover as much as possible about what it is the client thinks they want and why. • Any supporting rationale, documents, projects and other work that has gone into the project to date should also be collated and reviewed at this stage. • Conducting a knowledge and resource audit.
Discover • Conduct workshops and interviews to access current aspirations. • Analyze the organization’s technology and business infrastructure to access the opportunities and limitations associated with the project.
Discover • Determine what personnel and other resources could be leverage to the benefit of the project. • Discover what you need to know, you need to ask.
Refine • Available facts, figures and information begin to refine the proposed project. • Proposed project suggesting other opportunity, suggesting alternative options and investigating the client’s assumptions. • Best of what offered by client and match with expertise.
Refine • Respect the client. • Add value to the ideas by your experience. • Not really proposing a solution. • Suggesting alternative ways of doing things.
Define • Clear on the project requirements and scope Define = What work is required to make it happen. • Confident of putting together a budget an schedule for the next 2 work stages. • Feel of: • How much the entire project will cost? • What resources will be needed? • How long it will take?
Define • Not yet in a position to start building a web. • Although much clearer about what you want, not necessarily sure about the best way to do it. • Work are still not carefully defined to have a meaningful contract or resources to implement the works.
Commercial Requirements • At this stage, find out • What the client is hoping to achieve • How align is it to the business objectives. • What the competitors are doing? • What the aims of the current site? • Client’s aim • “The leading web site in X business sector”.
Commercial Requirements – Questions in general commercial area
Commercial Requirements – Questions in general commercial area
Creative Requirements • Creative concept creative skills • Existing site, logo, brochures and etc Creative treatment • Corporate design guidelines. • Justify to the clients – if cannot follow the design guidelines. • Help the creative process as much visual material
Creative Requirements • Producing communications brief creative team. • Communications brief creative resources. • Creative resources Conceptual and information base to work and think from. • Visual material + design guidelines. • Information target audience, technical restraints, competitor activity and etc.
Creative Requirements • Client – review this brief. • Approve the designs developed in the next work stage? • How and why ? • For creative team
PROJECT CLARIFICATION • Importance of High Quality Project • Discover, Refine and Define • Commercial Requirements • Creative Requirements • Technical Requirements • Content Requirements • Schedule, Cost and Resources
Technical Requirements • Know more about client’s current server and hosting arrangements • Strong preference? – ISP, server hardware and software. • Web related skills currently exist – • updating and maintenance mechanisms • Client’s standard corporate desktop machine OS + web browser + etc
Technical Requirements • Technical brief –captures all of the required information for technical consultant to define the optimal technical solution for the project.
Content Requirements • Good content - expensive to create or to buy. • Web content – early days + now • Client would supply the content • Sites having to offer increasingly deep, wide and functionality rich content to retain the customer.
The Project Brief • Summarize the findings of the project clarification phase. • Enable to work on devising the best solutions possible. • Knowing all that needed to know. • Hashed out any thorny issues. • Come to an agreement on the way forward.