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TEI Guidelines for Developing a Project Plan

TEI Guidelines for Developing a Project Plan. Background – Why?. In recent years, concerns had been raised regarding many different aspects of TEI FIA LBIP projects, including the following: Information gaps, overlapping/missing data Poor data quality Non-standard data

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TEI Guidelines for Developing a Project Plan

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  1. TEI Guidelines for Developing a Project Plan

  2. Background – Why? • In recent years, concerns had been raised regarding many different aspects of TEI FIA LBIP projects, including the following: • Information gaps, overlapping/missing data • Poor data quality • Non-standard data • Project objectives & methods out of sync • QA methods/AA requirements

  3. Background – Why? Solution – Improve communication of the project details, between the recipient, investment manager and data custodian(s), during the initial stages of project planning. But how can we do this without imposing more process (I.e. “another standard”)?

  4. Project Planning Guidelines Solution: • piggyback on a process that is already in place • create a tool/guideline to assist in the development of a project plan rather than creating a new prescriptive standard

  5. Project Planning Guidelines Two planning phases: • Phase 1 - development of a simplified, broad project plan necessary for funding approval. • Phase 2 - development of a more detailed project work plan. TEI_Project_Planning_Guidelines (2010)

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