Study

Description

The study describes the desired solution by defining the rough objectives based on the status report, listing possible solution options and the proposed procedure, and then evaluating them. It corresponds to the business case and shows the business benefits as well as the reference to the strategy and the objectives of the core organization. All aspects that have an influence on the planned solution or that can be influenced by the solution are mentioned in the study. In addition, the appropriate scenario (see Section 2 Scenarios) is selected, a customized scenario is created where appropriate, and the future value of the project is estimated.

The study is detailed only to the extent that the direction of the envisaged project is clear and the decision on next steps can be made. The lean approach applies in particular to the status report so as not to prolong the initiation phase unnecessarily.

The decision on next steps documented in the study forms the basis for preparing a decision on whether or not to continue a project. The study is the prerequisite for drawing up the project management plan and the execution order.

Content

  1. Background
  2. Status report from a business perspective with
    1. Quantities and frequencies
    2. Information security and data protection
    3. Analysis of strengths, weaknesses, and causes
    4. Solution context and boundaries
    5. Analysis and evaluation
  3. Objectives
  4. Parameters
  5. Rough requirements
  6. Solution options with
    1. Option overview
    2. Description per option, incl. proposed approach
    3. Analysis and evaluation with
      1. Degree of objective achievement
      2. Requirement coverage
      3. Cost/benefit/economic efficiency considerations
      4. Risk assessment (project and operational risks)
      5. Further criteria such as sustainability, etc.
  7. Proposal for next steps including reasons with
    1. Solution option
    2. Scenario
    3. Procedure
    4. Project value
  8. Decision on next steps concerning
    1. Solution option
    2. Scenario
    3. Procedure
    4. Project value
  9. Planning and deadlines
    1. Scenario and modules
    2. Project deadlines, milestones
    3. Planned period of use

Templates

Relationships