Market Research Project - WBS

  Market Research Project

o Initiation Phase
 Requirements Gathering & Analysis
 Define process for gathering requirements
 Document project-stakeholder interviews
 Analyze requirements
 Create requirements document
 Project Charter Development
 Business Case
 Document summary of business purpose justification
 Define expected benefits
 Project Scope Definition (High Level)
 Define primary market research objectives
 Define primary market research deliverables
 Identify specific exclusions to scope
 Establish high-level time, cost, and resource estimates
 Establish list of key stakeholders
 Document project charter
 Project charter approval
 Initiation Phase Approval
o Planning Phase
 Project Plan Development
 Scope Statement
 Create scope description (based on business objectives)
 Define scope boundaries (both in and out of scope)
 Define key project deliverables (including user-acceptable
criteria)
 Work Breakdown Structure (WBS)
 Create WBS to work-level execution
 Define task dependencies (including
predecessors/successors)
 Performance Baseline Measurement
 Create schedule baseline (with expected resource effort)
 Define budget baseline (with schedule and cost assumptions)
 Establish baseline tolerance thresholds (trigger change
control)
 Procurement Planning (Research Vendor Selection)
 Analyze market conditions
 Analyze make-or-buy findings
 Select contract type
 Develop procurement management plan
 Develop statement of work
 Project Schedule Plan
 Project Milestones (PMs)
 Define major milestones (alignment with deliverables)
 Project Scheduling Work Plan
 Define standard PM and approval gates
 Document WBS, milestones, and deliverables (dates
and resourcing)
 Document schedule baseline
  Resource Management
 Name project team members (with roles and responsibilities)
 Define all project stakeholders (with roles and project team
liaison)
 Create org chart: project team, sponsor, steering committee,
stakeholders
 Supporting PM Process Plans
 Change Management
 Document change control procedure for budget and
schedule baselines
 Document change control for approved scope
baseline
 Document change control for systems modifications
 Risk Management
 Document risk process: prioritization, mitigation, and
contingency guidelines
 Document risk assessment for scope, budget, and
schedule baselines
 Issues Management
 Document issues process: prioritization, resolution,
and tracking guidelines
 Document formal 3-tiered escalation: project
manager, sponsor, and executives
 Communication Plan
 Document guidelines: project updates and
stakeholder collaboration
 Document guidelines for document repository access
and controls
 Document standard project team and executive status
report guidelines
 Quality Assurance and Control Plan
 Define criteria for user-acceptance testing (with
checklist)
 Define criteria for cost/benefit analysis
 Define criteria and process for periodic stakeholder
satisfaction survey
 Define criteria for "Lessons Learned" (during
closeout)
 Create Draft Project Plan
 Project Plan Approval
 Planning Phase Approval
o Execution Phase
 Brainstorming Marketing
 Prep Work
 Define objectives
 Identify brainstorming team
 Identify location
 Develop agenda
 Schedule facility
 Arrange facilitator
 Brainstorming Session
 Analyze market condition
 Identify risks
  Select primary market research tool
 Gather ideas
 Analyze ideas
 Develop research brief
 Present to management
 Solicitation
 Define evaluation criteria
 Advertise Scope of Work (SOW)
 Collect Proposals
 Source Selection (Research Vendor Selection)
 Evaluate proposals
 Screen vendors
 Negotiate contract
 Select vendor
 Primary Market Research Tool Development
 Identify method of survey (phone, in-person, Internet,
magazines, etc.)
 Identify minimum number of samples
 Identify test market
 Identify demographics
 Define questionnaire
 Conduct research
 Compile results
 Generate report
 Present report
 Execution Phase Approval
o Closeout Phase
 Contract Closeout
 Launch project "Lessons Learned" review
 Establish process for archiving project data
 Archive documents
 Conduct administrative closeout
 Closeout Phase Approval