Project Management Templates > Templates by Project Phase > Concept and Selection

Concept and Selection

Propose
Define
Evaluate
Select
Assign
Announce

Purpose: Evaluate a New Project Idea. Provide an orderly and efficient approach to suggesting, reviewing, and judging the merit of a new project idea before significant resources are committed to an official project, to ensure that resources get allocated only to worthwhile projects.

Propose a new project idea

Guideline: Conducting a Gap Analysis
New Project Proposal
Project Mission Statement

Define high-level customer needs and benefits

New Project Business Plan
Business Requirements Document
Marketing Requirements Document
Project Deliverables Definition
Preliminary Requirements Gathering (software releases only)

Evaluate the idea for feasibility and return

Agile Technique Brief: Project Value Models
Project Business Case
Opportunity Screening Worksheet
Risk Management Model
Critical Success Factors for New Products
Scored and Ranked Project List

Select or reject the idea

Project Selection and Controlling Project Starts
Setting Strategic Project Selection Criteria
Strategic Project Prioritization Worksheet

Assign the PM and Sponsor

Project Manager/Team Leader Selection
Project Team Leader Roles and Responsibilities
Project Sponsor Roles and Responsibilities
Role Comparison Checklist: Executive Sponsor and Project Owner

Announce the official approval of the project

Project Charter
PM Appointment Letter
End of Concept Phase Checklist
Phase Signoff Process

Supporting Items for the Concept Phase
Introduction to Project Portfolio Management
Effective Meetings Checklist
Leadership and the Project Lifecycle
PM Coaching Guidelines
Project Coaching Check-in Calendar and Worksheet
Guideline for Deciding Whether to Outsource Work on a Project

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