Request Phase
Request Phase
Description and Approach
This is the start of the project lifecycle. The Request shouldn't really be thought of as a "Phase" in the true sense. It is really just a defining point to formally capture the "Thinks... wouldn't it be nice to ...".
A Request could be for any of the following (ie, it will need to be classified initially):
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New Application System (or project)
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Major change to a legacy Application System
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Minor change to a legacy Application System
The only work performed during the Request phase is to complete the Request Form, receive it formally, record it in the Request Register, prioritise it and then decide if the next project lifecycle phase should be Phase Zero or Maintenance and Support. No project work is performed during the Request phase.
Requests could come from anywhere within the Enterprise, including from the IT Department itself. Requests could come in via any of the following IT Department Moment of Truth Activities:
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IT Help Desk
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IT Manager
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IT Information Centre
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Change Request Form
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Defect Report Form
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Additional Personal Computer
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Additional printer
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Branch relocation
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Application System access security change
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IT Account Manager
They are all treated the same.
Purpose and Objectives
To formally request some work be performed by the IT Department.
Why
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Formalises project initiation.
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Stops trivial requests taking up IT Department's valuable time.
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Everyone knows how to initiate a new project, project scope change or legacy Application System change.
Inputs
Standard (unmodified) Request Phase Work Plan.
Outcomes and Deliverables
The desired outcomes for this project lifecycle phase are:
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Someone is identified as having requested the work (the Engager).
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The request is initially classified.
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The request is prioritised.
The deliverables for this project lifecycle phase are:
Check Lists and Templates
New Project Proposal Form template
Project Priority Score Worksheet
Request Form template
Request Phase Work Plan template
Request Register template
Joint Application Design (JAD) Workshop
Not applicable to this project lifecycle phase.
Phase Work Plan
The Work Plan for this project lifecycle phase is documented in the Request Phase Work Plan.
Activities
Complete Request Form
Develop Request Phase Work Plan
Decide Next Project Lifecycle Phase
Plan and Attend Initial Request Meeting
Develop Phase Zero Phase Work Plan
Develop Maintenance and Support Phase Work Plan
Plan Phase Zero Interviews
Develop Phase Zero Questionnaire
Previous Phase
None.
Next Phase
If only a small amount of work is required, then the Request progresses to the Maintenance and Support project lifecycle phase.
If a project is required, then the Request progresses to the Phase Zero project lifecycle phase.
Duration
The Request project lifecycle phase is not performed in a Timebox so its duration may be shorter or longer than that indicated below.
30 elapsed minutes if the next project lifecycle phase will be Maintenance and Support.
0.5 elapsed day if the next project lifecycle phase will be Phase Zero.
Techniques Used
The following Techniques may be used during this project lifecycle phase:
8-7-6-5-4-3 Technique
Action Items
Body Language
Budgetting
Check Lists and Templates
Cost/Benefit Analysis
Impact Assessment
Interviewing
Managing Conflicts
Managing Expectation
Meeting Management
Negotiating
New Business Getting
Politics
Pragmatic Project Prioritisation Process
Requirements Management
Risk Management
Stakeholder Assessment
Stakeholder Management
Unresolved Issues
Participants
Engager
IT Maintenance and Support Manager
IT Manager
IT Systems Development Manager
Stakeholders
Technical Leader
Also See
You can print a "Phase Package" for this project lifecycle phase by clicking on the "Print" button (to print this topic to be used as a Table of Contents) then clicking on each of the Activities in turn. When the topic is displayed, click on the "Print" button, then click on the "Back" button to return to this topic and choose the next topic to print. When all Activities have been printed, follow the same procedure for each of the following topics.
During-Phase Activities
Generic Work Request Process
IT Department Processes
New Project Proposal Form
Phase Zero Confirmation Letter
Phase Zero Establishment Letter
Post-Phase Activities
Pre-Phase Activities
Project Priority Score Worksheet
Request Form
Request Phase Work Plan
Request Register
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