Task: Review Business Case and Project Charter With Customer

Understand the basis and benefits of the business case and ensure that IBM has authority to manage the project

Purpose

Business Case:

To confirm that this project is suported by a business case.

To obtain a copy of that business case.

To review and understand the business case drivers that this project needs to deliver to.

To agree upon actions to complete a business case if there is not one.

To agree upon actions to enhance the business case if it is not adequate for supporting this project.

Project Charter:

To ensure that the project manager has the necessary authority to manage the project
To ensure that the project has been launched officially

Relationships

Roles	Primary Performer: Project Manager	Additional Performers:
Process Usage	Project Management > Initiate > Complete Project Initiation Meeting > Review Business Case and Project Charter With Customer

Steps

Review Business Case

Obtain a copy of the business case
Complete a business case if one does not exist
Enhance the business case if it is not adequate for supporting this project
Review and understand the business drivers that this project is required to deliver against

Review Project Charter

Obtain a copy of the charter
Complete a project charter if one does not exist. It is a good project management practice to insist upon the creation of a project charter. As a last resort, if you cannot get someone in authority to write the charter, it would be advantageous for you to write it and submit it to the sponsor for approval.
Enhance the charter if it is not adequate for supporting this project
Review the charter , understand the business goals and objectives that this project is required to deliver against, and ensure that you have adequate authority to achieve those goals and objectives.

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