Depending on the scope of the project, Project Management has three alternatives for developing the project path:

1. The project may simply proceed to Phase 2, Phase 3, etc.

2. The project may branch into parallel paths. A separate Phase 2 and Phase 3 is typically executed for each area of the enterprise being studied (Income, Manage Resources, Outcome).

3. The project may be so large that it may be desirable to split it into multiple, smaller projects, with separate project personnel.

Any of these approaches are possible, but Project Management must ultimately decide the most effective way for managing the project.

In review, the Project Plan consists of the following elements:

1. A definition of the phases and activities required to complete the project, along with its path.

2. A review of the human resources required to perform the work, whether known or unknown.

With the remaining phases and activities identified, Project Management must next prepare an Order-of-Magnitude Estimate for the amount of Direct time required to complete the project. If the project participants for the remainder of the project are known, then their specific skills and proficiencies are taken into consideration when preparing the estimate. In fact, they should participate in the development of the estimate. However, if the project personnel are unknown, Project Management considers the type of human resources required and uses an average proficiency rating when preparing the estimate. One outcome from this is Project Management may identify what additional resources need to be recruited, either internally or externally (e.g., hiring new people, and using consultants).

Based on the Direct hour estimate, project costs may be calculated. A cost for each phase is prepared with a total project cost summed by phases.

The Direct hour estimate is also used to calculate the project schedule. Again, if the project personnel are known, their commitments and effectiveness rates are taken into consideration when preparing the schedule. If the resources are unknown, a standard effectiveness rate should be used.

A "Project Estimate/Schedule Recap" is prepared which contains both the Order-of-Magnitude Estimate and Schedule.

PREPARING FOR REVIEW

Project Management and Enterprise Engineering assures that all of the Phase 1 activities and materials have been properly completed. A Phase Review Checklist is available for this purpose. A formal Phase 1, "EEM Project Plan" manual is then prepared. The manual is reviewed and checked by Quality Assurance prior to distribution to management for review.

The Phase 1 Manual contains the following items:

• Phase Cover Page - including a Table of Contents, along with a distribution/approval list.

• Project Scope - as prepared in Activity A.

• Enterprise Profile Report - as prepared in Activity B.

• Business Plan - as prepared in Activity D.

• Current System Analysis - as prepared in Activity C.

• System Portfolio - as prepared in Activity C.

• Position/System Matrix - as prepared in Activity C.

• Organization Chart - as prepared in Activity C.

• Project Plan - as prepared in this activity.

• Project Estimate/Schedule Recap - as prepared in this activity.

• Phase Review Checklist - specifying acceptance criteria for the deliverables mentioned above.