ࡱ> U@ "bjbj 0lnnn(((8(4(r)):.*.*.*++ +rrrrrrr$tR@w+rn-++"--+r.*.*@r<000-F.*R.*r0-r001}kL"m.*) PP"wk(-Ram6Qn|rjrmZ6x*.6xlm6xnm`,>@,,0l,$,,,,+r+rHD0HPurpose: To promote understanding of the business need and to provide information to decision-makers for resources and staff to further investigate the need/solution. This information is gathered during the Opportunity Assessment by the business partner and refined in the Initiating Process. PROJECT IDENTIFICATION Project Identification - Project SpecificsProject NameProject NumberDate CreatedProject SponsorProject OwnerProgram ManagerProject ManagerCompleted by PROJECT REQUEST Request SummaryDescription of Business Need high-level description of the business need, this is the explanation, not solution. This should include the vision and purpose of the project.< Describe the reason this initiative should continue and be further refined. It should contain the key points necessary to convey an understanding of the request. This area describes the Justification of the project. Included in the business need should be the vision and purpose. Vision is a shared mental picture that gives form to the future. The purpose is a statement of Why the project exists. It describes the unique value the project will bring to the clients and customers, i.e., to define, recommend, deploy, develop, manage, modify, enhance, purpose of staying in business. > High Level Business Requirements Requirements of the project Critical Success Factors - used to determine if the project is successful  Primary Clients requesting organizationUsers individuals or organizations that will be using the system/product< Document the organization requesting the projects product or service. > < Document the types of users and the number of those using the proposed system/product. This could be individuals or organizations. User classes are different groups of people who might use different subsets of features, have different frequencies of use, or have different educational and experience levels. Be sure to include external customers and suppliers, who will interact with the system.  BenefitsTangible these are benefits that can be measured in actual dollar return< List the benefits of the solution in bullet form. Describe the tangible benefits. Tangible benefits are concrete real, quantitative measures, i.e., cycle times reduced by 15%, inventory reduced by 10%, saving $2 million over 5 years after installation, 10% reduction in load time, 20% more file storage, better efficiency measured by reduced mistakes over a period of time and number of users. Some key words to use are: cost reduction, reduce, eliminate, higher rate of, repeat business, and revenue increase. For more detail, refer to the Business Case Template.> Intangible challenging to quantify, but beneficial< List the benefits of the solution in bullet form. Describe the intangible benefits. Intangible benefits are often difficult to measure, i.e., improved satisfaction, competitive positioning, good will, and strategic initiative. Some key words to use are: longer, shorter, faster, more, less, better, automatic, enhanced, and streamlined.>  Related Projects/ Affected Systems< Identify the systems, projects, people and/or organizations along with the associated locations that will be affected or impacted by the proposed need/solution, i.e., HEI Liaisons, HEI Data reporters, etc.>  Project Stakeholders individuals and organizations who have interest in the projectName TitleArea< Identify the organization, department, and agency names that represent stakeholders involved in the project. Stakeholders are organizations whose interests may positively or negatively impact the completion of the project, i.e., Department of Administrative Services. Note: Identification is necessary to manage and influence those expectations for success. Indicate organizations that will have crucial responsibilities for the project or will be affected by project outcomes. Also include external consultants or vendors. These participants should be identified in Opportunity Assessment and the list further refined in the Planning Process. >< List the Business Unit for each stakeholder, i.e., Purchasing, Sales, Distribution, and Accounting. > Necessary to proceedNext Phase Activities/Resources resources to move to the next phase(s), Initiating  ApprovalNameTitleDateApproved Ohio Board of RegentsPROJECT INITIATION DOCUMENT  FILENAME temp_projectinitiationdocument.doc  PAGE 1 of  NUMPAGES 3 }    1 3 4 5 B C D E F V W g h ȷ{viYOYOȞHh:FhWHh:FhWmH nH uhNh .OJQJ^J h .5h . *h .mH nH uh .5CJ OJQJh .mH nH uh .:OJQJh .B*CJmH nH phu!h .5B*CJmH nH phuh .B*mH nH phu/h .5B*CJ OJQJfHphq h .OJQJh .5OJQJ% | } (#v:(#v:(#(#v:P"}q^q ^q ^ $(($Ifskd$$Ifl4(#(#  0(#4 lalf4p $$If$a$ !"" 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This information is gathered during the Opportunity Assessment by the business partner and refined in the Initiating Process. Normal.dotuMelissa Sponsellern14iMicrosoft Word 10.0@@&e@pA@?wkGVT$m=  G  ."System(r0 -@Times New Roman-{,@Bookman Old Style-,@Bookman Old Style--- - ,A _`X^0(`_̙ff33ffff33f33̙f3f̙f3                                                                                                                                                                                                                                                                                                                                                                                                                                    ''- 2 y Oj-2  HIO V&V#- 2  Bc-2 ; OARD OF VIOV#WE#- 2 a R`-2  EGENTSNVNQCG- 2    Q ' - @ !E0 -  - @ !2+u -  - @ !2+ug- {@"Arial- - @ !cu -  (2   PROJECT INITIATION CY`gJYaQ%%`&Q&`Q&g`&  ' - @ !c -  2 f DOCUMENT`ga`oY`Q 2 g  K  '- @ !,-- @ !,-- @ !,-- @ !, -- @ !, -- @ !,-- @ !,-- @ !x0-- @ !-- @ !-- @ !-- @ !x0 -- @ ! -- @ ! -- @ !x0-- @ !-- @ !-- 2  &'@"Arial-@"Arial->2 "temp_projectinitiationdocument.doc.E/../.*../...*/E....+ 2   - 2   - 2 1.2  of . 2 f3. 2  .'@"Arial- - 2 XPurpose:73 33..-2 XVU To promote understanding of the business need and to provide information to decision 4../E./././*.../../...+..**/.........*.//.E/.../.**/. 2 X-'2 fmakers for resources and staff to further investigate the need/solution. This information is gathered E.*.*..*..*.*/..+././..*.*/../../..*/...3.*..E...*..../.'e2 <during the Opportunity Assessment by the business partner an.././.A./../*7*+.**E...*....*..**/.../.A2  $d refined in the Initiating Process.../.........7.*.** 2  .'2 xV0<*././..*.E/..../.N....//....*.*..*/./*/.*.E/.0 2 x- .' 2  -'- - @ !-   ,2 gPROJECT IDENTIFICATIONY`gJYaQ%%`YaQ%Q%a`Q&g` 2 g  K - 2  -'z - @ !*-   - @ !*g-  @"Arial- @"Arial- - @"Arial- @"Arial- - @"Arial- - @ !L- -   2 `PC- 2 `^ROJECT :9=,590- 2 `I- 2 `DENTIFICATION 95900990>9- 2 `J-!- 2 `k - 2 `P-- 2 `ROJECT :'*$'!- 2 `S-- 2 `PECIFICS$$'!'$- 2 `  & ''- @ !-- @ !-- @ !-- @ !-- @ !-- @ !-- @ !- - @ !n*-  - @ !n*3 - - - @ !n-  2  ] Project Name-)%%0$<% 2 ]  $ - @ !n*c -  - @ !n*M -  - @ !n -  2  c w Project Number-)%%/);)% 2 ~ c w  $ - @ !n*} -  - @ !n*g-  - @ !n - 2  } Date Created0%%0%%%) 2 B}  %- @ !z-- @ !lz-- @ !z] -- @ !zc -- @ !zw -- @ !z} -- @ !z-- @ !n-- @ !n] -- @ !nw -- @ !n-- 2 H]  . 2 H c w  . 2 ? }  .- @ !-- @ !l-- @ !] -- @ !c -- @ !w -- @ !} -- @ !-- @ !-- @ !] -- @ !w -- @ !- - @ !n*{-  - @ !n*{3 -  - @ !l-  - @ !n{- - @ !L--"2 ] Project Sponsor-)%%-())%) 2 ]  $ - @ !n*{c -  - @ !n*{g-  - @ !.c -  - @ !n{ - - @ !L - 2  c P-2  c roject Owner)%%44)% 2 R c  $- @ !u-- @ !lu-- @ !u] -- @ !uc -- @ !uw -- @ !u} -- @ !u-- @ !{-- @ !{] -- @ !{-- 2 R]  .] ' 2 R c  .c '- @ !-- @ !-- @ !-- @ !f-- @ !] -- @ !.c -- @ !-- @ !-- @ !-- @ !] -- @ !- - @ !n+-  - @ !n*3 -  - @ !m-  - @ !n- -"2 ] Program Manager-))$<8%)%)% 2 S]  $ - @ !n*c -  - @ !n+g-  - @ !/c -  - @ !n - "2  c Project Manager-)%%8%)%)% 2  c  $- @ !-- @ !m-- @ !] -- @ !/c -- @ !-- @ !-- @ !] -- @ !-- 2 a ]  .] ' 2 a c  .- @ ! -- @ ! -- @ !h -- @ ! ] -- @ !. c -- @ ! -- @ ! -- @ ! ] -- @ ! - - @ ! -  - @ !n* -  - @ !n* g-  - @ ! -  - @ !nL - -2  Completed by0)<(%%))% 2  $- @ ! -- @ !l -- @ ! ] -- @ !0 a -- @ ! -- @ ! -- @ ! - 2  %- @ ! -- @ ! -- @ ! -- @ !# -- @ ! -- @ !# -- @ ! -- 2  - - @ ! - - "2 PROJECT REQUESTY`gJYaQ%`Zh`YYQ 2  K - 2  -   - @ !* -  - @ !* g- -  - @ !L -   2  RH- 2  cEQUEST S5=9550- 2  SC- 2  UMMARY9BB995- 2  e 9 ''- @ ! -- @ ! -- @ ! -- @ ! -- @ ! -- @ ! -- @ ! - - @ !* -  - @ !* g- - - @ !]L - - 72 Description of Business Need 0%%%))()0)$)%%%0%%( 2 % 2  - 2 high%%% 2 -2 Tlevel description of the business need, this is the explanation, not solution. This %"%%$""$%%$%%%%!%%"!%%%%%""%%$"%%%%%$$%"%%%$)%! - @ !^L - - S2 : 0should include the vision and purpose of the pro"%%%%$"%%%%%""%%%%%%%$%"%%%$%%2 : ject.Y%!- 2 :   $- @ ! -- @ ! -- @ ! -- @ ! -- @ ! --2 d< Describe the reason this initiative should continue and be further refined. It should contain the 0<.**/./...*/./*..*.*../.*/../../......//..*./..*../...'2 Xkey points necessary to convey an understanding of the request. This area describes the *.*../*..*.**.*.*/.*.*../...*/./....../..*3/*./...**..*..'g2 m=Justification of the project. Included in the business need *.**...//../.*.*/........*..**/...@2 m{ # should be the vision and purpose. */..././.**..//.../.*.'2 eVision is a shared mental picture that gives form to the future. The purpose is a statement of Why 7*..*.*../.F....*.....*.*.E./....4......*/*.*/.E/..N.*'2 ,gthe project exists. It describes the unique value the project will bring to the clients and customers, .../.*.***/.**/.*....../*././../.*=..../.*..*...*.*/E.*'%2 i.e., to define, A../...|2 &Krecommend, deploy, develop, manage, modify, enhance, purpose of staying in n.*.EF./.../.*/.*./.E./...E./*././.*./...*..*.*/..'--2  business. >..*/.**0- 2  +'- @ !Z -- @ !Z -- @ !Z -- @ !` -- @ !-- @ !-- @ !-- @ !` -- @ !-- @ !- 2 R &k - @ !*k-  - @ !*kg- -  - @ !Lk- -   2 HH- 2 cIGH =9- 2 L=- 2 BEVEL Y5550- 2 'BH- 2 oUSINESS 959555- 2 RH- 2 * EQUIREMENTS 5=995B5905- 2  8- 2   - 2  R0- )2  EQUIREMENTS OF THE P$*''%-$'!$*!!'$%- 2  ROJECT'*$'!- 2 p  9 ''- @ !e-- @ !e-- @ !e-- @ !e-- @ !e-- @ !k-- @ !k-- 2 NQ7.=..=../.F..7//**...<.*.F...*.//...0 2   /- @ !-- @ !-- @ !-- @ !-- @ !-- @ !-- @ !-- @ !-- @ !-- @ !-- 2 4 &M - @ !*M-  - @ !*Mg-  - @ !LM- -   2 CH- 2 cRITICAL 90990- 2 SC- 2 UCCESS :99555- 2 TF=- 2 ACTORS 9:0=95- 2 -!- 2  - )2 ,USED TO DETERMINE IF'%$'!*'$"$'-'$!- )2   THE PROJECT IS SUCC"($$'*$'!$%'''- 2  ESSFUL$$$!(- 2   9 ''- @ !G-- @ !G-- @ !G-- @ !G-- @ !G-- @ !M-- @ !M-- 2 0_ *........././*.**.../.**/../...*..*./.*./..*./*.**.**0 2  .- @ !-- @ !-- @ !-- @ !-- @ !-- @ !-- @ !-- @ !-- @ !-- @ !-@Times New Roman--                    ՜.+,0 hp   PM Solutionst. { %Project Initiation Document Template Title  !"#$%&'()*+,-./012345689:;<=>?@ABCDEFGHJKLMNOPQRSTUVWXYZ[\]^_`abcdefghijklmnopqrstuvwxyz{|}~Root Entry FPU"wkData 7$1TableIxWordDocument0lSummaryInformation(HDocumentSummaryInformation8CompObjj  FMicrosoft Word Document MSWordDocWord.Document.89q