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Article #200: Telling the Team's Story: Five Functions of a Project or Business Case

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A new client called the other day and steps to write a story about the project
asked: "How do I get my parent company to provides a way of linking solutions to
support my team's ideas?" As a team obstacles and presenting the benefits of
leader developing a new product line, he the possible results.
felt that no one was taking his team 3. It is a way of subjectively reviewing
seriously. I started by saying that he the projects facts and assumptions. It
needed to develop a case, a project case is a way of presenting an analysis in
also known as a business case. A project simple terms. This enables management and
case is a method for documenting critical staff can see the value of the team's
information about a venture in story proposal over other projects that may be
form. It is an effective tool in project competing for the same resources.
planning and reengineering design, used 4. It provides a historical record of the
to justify resources, relay critical project. This is especially valuable for
facts and provide a complete overview to long term projects, providing accurate
stakeholders. and factual information used to evaluate
A project case is the process used by a success and measure progress.
team to document all relevant facts and 5. The project case plays an important
link them together to make a complete role by providing a consistent message to
story about a new project or change the various stakeholders. It is a sort of
process. There are five functions of a overview of the project and enables
project case: management, staff, customers, suppliers
1. It forces the team to reflect on each and funding sources to become
phase of the process and ensures they knowledgeable about the project.
have not missed any critical steps. It is The goal of a project or business case is
not unusual for teams to plug along and to communicate all the facts as part of
fail to document the knowledge they have an overall story. It provides a way of
gained. This is especially true in the presenting your team's accomplishments.
concept and design stages of a team It shows progress and provides a vehicle
project. for obtaining approval or support for
2. It verifies that the project meets the continuing the project. The project case
needs of the organization. It is a is a necessary step used by very
vehicle for obtaining approval, funding successful teams.
or additional resources. Taking the






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