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IPMA Level B® Project Description
How to use this template document
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The light grey information texts can be deleted once the project description has been drawn up.
Project:
Last name/first name:
Place of residence:
Company:
E-mail:
Phone no.:
Date:
Note from Level B Certification Guideline
Project description
IPMA Level B
Number of assessors
2
Length
Variable
Main part (description text), sections 2 to 10
8 to 10 pages
Appendix/enclosures
5 to 6 pages
References
2
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Contents
1.
Overview of project .............................................................................. 4
1.1
Project client organization ..........................................................................4
1.2
Sponsor ...................................................................................................4
1.3
Position and activities ................................................................................4
2.
Project order, objectives and evaluation of results ............................... 4
2.1
Project order ............................................................................................4
2.2
Project order and evaluation of results ........................................................4
3.
Project environment ............................................................................. 4
3.1
Stakeholders and stakeholder integration ....................................................5
3.2
Substantive and social environment ............................................................5
4.
Level of innovation and parameters ...................................................... 5
5.
Project structure and coordination work .............................................. 5
5.1
Project organization ..................................................................................5
5.2
Project phases and schedule ......................................................................6
6.
Management, team work and decision-making ..................................... 6
7.
Resources and finances ........................................................................ 6
8.
Risks and opportunities ........................................................................ 6
9.
Project management methods, tools and techniques ............................ 6
10.
Other complexity drivers ...................................................................... 6
11.
Appendix .............................................................................................. 7
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Abbreviations
Abbreviation
Explanation
References
Last name/first name
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Function, involvement in cer- Contactable at
tification project
(telephone and/or e-mail)
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1.
Overview of project
Brief description of the situation at the start of the project
1.1
Project client organization
Brief description of the company, the business field or organizational unit in which the project was/will be
carried out. Information on the industry, specialist areas and type of project.
1.2
Sponsor
Details about the sponsor and the main internal and external stakeholders
1.3
Position and activities
Details of:
 your position within the company and the project
 your tasks, competencies and responsibility within the project, giving interfaces with other roles where necessary
 your influence on the success of the project
2.
Project order, objectives and evaluation of results
2.1
Project order
Details of:
 the project order and order clarification: ambiguities in the project order, transparency, third-party requirements
 project content, brief project description (project scope) and limitations
2.2
Project order and evaluation of results
Details of:
 objective formulation: ambiguities, leeway
 conflicting objectives and transparency of project objectives (concealed and/or open-ended objectives)
 inter-objective dependencies: interactions between objectives, extent of dependencies
 results achieved and their evaluation: dimensions
Objective categories
3.
Project objectives
Measurement criteria Optional/mandatory
objectives
Project environment
Description of the social and substantive project environment.
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3.1
Stakeholders and stakeholder integration
Details of:
 interest groups, stakeholder categories: number and divergent/comparable interests
 interaction between stakeholders/stakeholder categories
 public interest
Interest groups,
stakeholder categories
3.2
Relationship to project
(potential or conflict)
Interests and interactions
Substantive and social environment
Details of:
 cultural and social diversity (values, language, social differences)
 cultural diversity and social range in the project team
 geographical distances between the various project members
4.
Level of innovation and parameters
Details of:
 level of innovation: e.g. use of known/unknown technologies
 creativity: established or innovative approaches
 level of freedom and design scope (parameters and restrictions)
 confidentiality
5.
Project structure and coordination work
Details of:
 number of structures requiring coordination
 integration into a programme
 relationships with/dependencies on other projects
 coordination/communication/reporting work
 internal and external contract situation
5.1
Project organization
Details of:
 organization chart and roles: number of service providers, number of people involved in the project organization
 form of project organization and hierarchical structure
 interfaces with other organizations
 interactions with parent organization: mutual influence
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5.2
Project phases and schedule
Details of:
 project phases: phase model used, phase arrangement (simultaneous/sequential), phase objectives and
content, current project status, start and end dates
 overall project plan with milestones
6.
Management, team work and decision-making
Details of:
 span of control: number of project team members reporting direct to you
 team make-up and development (dynamic or static)
 interdisciplinary: number of technical disciplines involved
 leadership requirements placed on project leadership/your role
 decision-making processes: number of decisions, significance of decisions, frequency of important decisions
 project management's decision-making competence
7.
Resources and finances
Details of:
 human resources: number of person days, availability
 cash-out in CHF
 financing: source, number of capital providers, hedging, your contribution and/or influence
8.
Risks and opportunities
Details of:
 number and significance of risks and opportunities (likelihood and impact)
 success potential of measures (standard measures or measures devised specially to respond to the situation)
 opportunity potential and significance
9.
Project management methods, tools and techniques
Details of:
 project management methods and techniques applied: existing or devised specially within the project
 use of project management standards in the project: how binding?
 project management support availability
10.
Other complexity drivers
Description of factors not yet described that increase the complexity of your project.
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11.
Appendix
The following are suitable enclosures:
 list of objectives
 stakeholder map
 organization chart
 project structure plan
 overview of phases, timeline
 budget
 risk analysis
 progress monitoring examples
a)
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