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

                          Concept and Selection

                          PM Phases - Concept and Selection

                          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






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