Identification process

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The goals of this process are to:

  • develop an outline of the project or programme and assess whether is it likely to be justifiable;
  • determine what effort and investment is needed to define the work in detail;
  • gain the sponsor’s authorisation for the definition phase.
Indicators Level 2 attributes

 

On smaller projects the ‘identification team’ may simply be the project manager (applicable to level 2 or 3).

It is not necessary for the name ‘identification team’ to be used as long as there is a team that has responsibility for the goals of the process.

At level 2 the identification team may be appointed based more on availability than technical competence.

Description

A separate identification phase is recognisable and there is an identifiable mandate that triggers the start of the phase.

Appoint identification team

Responsibilities for achieving the goals of the process are included in management team roles.

Review previous lessons

The manager or identification team access informal sources of information to identify lessons that may be relevant.

Prepare brief

A document is prepared that is sufficient for the sponsor to reliably judge whether or not the project or programme will be desirable, viable and achievable.

Prepare definition plan

A document is prepared that is sufficient for the sponsor to understand the scope and timescale of the definition phase.

 
Indicators Level 3 attributes

Description

A process for the identification phase is centrally defined. This is tailored to suit the context of projects and programmes.

Appoint identification team

Resources with the necessary technical competencies are made available to join or advise the identification team.

Review previous lessons

The organisation’s records enable the manager or identification team to research lessons learned and capture relevant lessons, which are then documented in a lessons log.

Prepare brief

The brief conforms to organisational standards with adaptations appropriate to the context of the work. There is evidence that the decision to manage the work as a project or programme has been made rationally and objectively.

Prepare definition plan

The definition plan conforms to organisational standards with adaptations appropriate to the context of the work.

 

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DateChange
21st June 2014First instance of the word 'work' in the second goal changed to 'effort' to avoid confusion with the second instance.

Identification process

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