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MAXWELL Risk Analyis Workshop Workbook

The document outlines a business case and project charter template. The business case template includes sections for an executive summary, current situation assessment, business need, financial analysis, strategic plan support, and risk assessment. The project charter template includes sections for project title, manager, description, scope, purpose, contracts, milestone schedule, budget, benefits, and sponsor approvals.
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0% found this document useful (0 votes)
76 views2 pages

MAXWELL Risk Analyis Workshop Workbook

The document outlines a business case and project charter template. The business case template includes sections for an executive summary, current situation assessment, business need, financial analysis, strategic plan support, and risk assessment. The project charter template includes sections for project title, manager, description, scope, purpose, contracts, milestone schedule, budget, benefits, and sponsor approvals.
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as XLS, PDF, TXT or read online on Scribd
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Business Case

Executive Summary Generally, a one page high-level overview of the objectives, financial summaries, key conclusions and recommendations.

Assessment of Current What are the background and circumstances leading up to this initiative? 
Situation

Business Need Defines business problem, opportunity or need

Financial Analysis Quantify the Benefits Quantify the Costs Quantity the Cost of Not Doing
Quantified gains to the organization Estimated total net cost of the solution If the solution is not done, what will it cost the
organization?

How Supports Strategic How the solution will support the organizational goals
Plan

Initial Risk Assessment What are the risks to the organization in maintaining the status quo?

Conclusions and A list of the conclusions that can be drawn from the business case along with recommendations on the various proposed alternative solutions.
recommendations 

Approval(s) Signature Signature


Printed name Printed Name
Responsibility Responsibility
Date Date
© 2012 IE Enterprises, Inc. / www.InspirExcellence.com * used with permission.
Project Charter
Project Title Official name of project Project # Project # here
Project Manager Assigned Project Manager, responsibility and authority level

High-Level Project
Description

Product Scope Describe the high-level features and functions of the product of the project
Description

Project Why did we accept the business case recommendation?


Purpose/Justification

Contract(s) What kind of contract(s) are associated with this project?

Summary Milestone Deliverables Due Date


Schedule

Summary Budget Summary Budget Budget Contraints

Quantified Project Measurable Project Objectives Related Success Criteria Approvals


Benefits Who can sign-off

Sponsor Signature(s) Signature Signature


Printed name Printed Name
Responsibility Responsibility
Date Date
© 2012 IE Enterprises, Inc. / www.InspirExcellence.com * used with permission.

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