
0.2 : Develop Project Business Case
Objective
Develop the Project Business Case for funding.
View Lessons LearnedRecommended Best Practices
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Customer
Conduct high-level Alternatives Analysis to gather initial information needed for Business Case
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Customer
Populate Business Case with Activity 0.1 Outputs: Vision Statement, Scope of Services, Expected Benefits, High Level Timelines.
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Customer
If seeking a marketplace solution in a designated area (FM, HR, Grants, Cyber), regularly engage QSMOs during Business Case development
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Customer
Identify preliminary investment information based on the migration or modernization effort with criteria listed in the Project Business Case
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Customer
Identify preliminary estimated life cycle cost for this investment
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Customer
Identify preliminary activities that are performed to achieve the outcome of each project
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Customer
Identify preliminary risks to each project’s success
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Customer
Identify preliminary performance targets and results for evaluating operations.
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Customer
Populate the Project Business Case with preliminary information
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Customer
Internal Steering Committee review of Project Business Case
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Customer
Populate the Investment Readiness Checklist
0.2 Lessons Learned
- Use existing performance metric data to assist in identifying performance targets (e.g. previous Federal Benchmarking results, Customer Satisfaction Surveys, Shared Service Survey, etc.). Consider contacting ussm.m3@gsa.gov for assistance researching agency specific and government-wide results
- Operational performance metrics should seek to answer more subjective questions in the specific areas of: Customer Satisfaction, Strategic and Business Results, Financial Performance, and Innovation
- All projects should have a business case. However, the Major IT Business Case is not required where no major IT acquisition and no capital assets are being procured
- Use the Investment Readiness Checklist throughout Phase 1 to verify that the correct information is included in the Project Business Case and pinpoint any missing information
Stakeholders
Recommended stakeholders, inputs, & outputs may vary by implementation; however, agencies that contributed to this Playbook reported these factors as increasing the likelihood of success.Customer
- Executive Sponsor
- Organizational Executives (CXOs)
- Program Manager
- PMO Lead, if on-boarded
- Functional SME
Inputs
- Vision Statement
- In-scope Service Area(s) and Function(s)
- Expected Benefits
- High Level Timelines
- Government-wide Standards defined through the Federal Integrated Business Framework (FIBF) website
- Capital Planning and Investment Control (CPIC) Guidance
Outputs
- Project Business Case
- Investment Readiness Checklist