【正文】 Opportunity Analysis Model (ROAM) HPC Form Project Manager Engagement PMT5200 Letter and Project Charter Project File PMC1250 Client Requirements PMT1080 Project File Established PMC1250 Project Manager Engagement PMT5200 Letter and Project Charter Input Output Tools Initiation Phase IntlnoA4 (Version 3 / 2Apr1999) HP Restricted Page 27 Initiation Phase Planing and Proposal PhaseSuport PhaseSelection PhaseImplementation PhaseWaranty PhaseTas kIDToolIDD ocum e nt N a m e1 .1 .1 L o c a l R e q u e s t fo r Pr o p o s a l o r In v i t a ti o n t o Q u o te1 .1 .1 L o c a l O p p o rtu n i ty In v e s t i g a t i o n1 .1 .1 L o c a l Sol u ti o n Bu s i n e s s Ca s e (A0, A1 , e tc .)1 .1 .1 H PC Fo rm R i s k a n d O p p o rtu n i t y An a l y s i s M o d e l1 .1 .1 PM T5 2 0 0 Proj e c t M a n a g e r Eng a g e m e n t L e t te r a n dProj e c t C h a rt e r1 .1 .3 PM F1 0 8 0 C l i e n t R e q u i r e m e n ts L o g1 .2 .1 PM T1 1 0 0 Proj e c t M i s s i o n a n d O b j e c ti v e s1 .2 .2 PM T1 2 0 0 Bid Pl a n1 .3 .2 PM F6 0 5 1 Q u a l i t y Rev i e w M i n u te s1 .4 .1 L o c a l L o c a l Au t h o ri s a ti o n t o Dev e l o p Prop o s a l1 .4 .2 PM C 1 2 5 0 Proj e c t Fi l e Up d a te d1 .4 .3 PM F5 1 0 0 In te rna l /Ex te rna l Re s o u r c e s (Bid Te a m )Project File in Initiation Phase IntlnoA4 (Version 3 / 2Apr1999) HP Restricted Page 28 Initiation Phase Planing and Proposal PhaseSuport PhaseSelection PhaseImplementation PhaseWaranty Phase Appoint Project Manager Estimate BID Effort Perform Quality Review of Engagement Request Authorisation to Bid Engagement Opportunity Planning and Proposal Activity Estimate Bid Effort Task Complete Project Mission and Objectives Task Develop Bid Plan Client Requirements PMF1080 Client Requirements PMF1080 Project Mission and Objectives PMT1100 Bid Plan PMT1200 Project Mission and Objectives PMT1100 Input Output Tools Initiation Phase IntlnoA4 (Version 3 / 2Apr1999) HP Restricted Page 29 Initiation Phase Planing and Proposal PhaseSuport PhaseSelection PhaseImplementation PhaseWaranty Phase Appoint Project Manager Estimate BID Effort Perform Quality Review of Engagement Request Authorisation to Bid Engagement Opportunity Planning and Proposal Activity Perform Quality Review of Engagement Input Output Tools Task Review Project Documentation Task Perform Quality Review Project File PMC1250 Client Requirements PMF1080 Project Mission and Objectives PMT1100 Bid Plan PMT1200 Project File PMC1250 Project Mission and Objectives PMT1100 Bid Plan PMT1200 Quality Review Minutes PMF6051 Documentation Review Initiation Phase IntlnoA4 (Version 3 / 2Apr1999) HP Restricted Page 30 Initiation Phase Planing and Proposal PhaseSuport PhaseSelection PhaseImplementation PhaseWaranty Phase Appoint Project Manager Estimate BID Effort Perform Quality Review of Engagement Request Authorization to Bid Engagement Opportunity Planning and Proposal Activity Request Authorization to Bid Task Present Remendation for Approval Task Establish Bid Team Task Update Project File Project Mission and Objectives PMT1100 Bid Plan PMT1200 Quality Review Minutes PMF6051 Project File PMC1250 Local Authorisation Bid Plan PMT1200 Local Authorisation Internal/External Resources Bid Team PMF5100 Project File Updated PMC1250 Local Authorisation Input Output Tools Initiation Phase IntlnoA4 (Version 3 / 2Apr1999) HP Restricted Page 31 Initiation Phase Planing and Proposal PhaseSuport PhaseSelection PhaseImplementation PhaseWaranty PhaseHighlights of Initiation Phase Project Mission and Objective ? Project Background ? Project Objective (Client) ? Critical Success Factor ? Exclusions ? Key milestones ? Constrain ? HP Objectives IntlnoA4 (Version 3 / 2Apr1999) HP Restricted Page 32 Initiation Phase Planing and Proposal PhaseSuport PhaseSelection PhaseImplementation PhaseWaranty PhaseRisk Management begins in the Initiation Phase and continues throughout the other phases: ? Sales team pletes Risk and Opportunity Analysis Model (ROAM) ? Stresses value of formalized risk assessment process versus gut feeling ? Stresses control and profitability Good decision: ? Improved win/loss ratio ? No bad projects! Highlights of Initiation Phase(Continued) IntlnoA4 (Version 3 / 2Apr1999) HP Restricted Page 33 Initiation Phase Planing and Proposal PhaseSuport PhaseSelection PhaseImplementation PhaseWaranty PhaseThe Project Manager: ? Is assigned early in the process ? Reviews sales information on client and project ? Creates Project Mission and Objectives ? Develops Bid Plan ? Remends next step ? May have an additional project review with client Highlights of Initiation Phase (Continued) IntlnoA4 (Version 3 / 2Apr1999) HP Restricted Page 34 Initiation Phase Planing and Proposal PhaseSuport PhaseSelection PhaseImplementation PhaseWaranty PhaseAs input to Phase 1, the Sales Team: ? Develops sales vision ? Conducts client evaluation ? Qualifies the Client: Finds assurances that client can afford the solution Determines whether client vision is patible with HP mission ? Develops initial risk analysis (ROAM) Highlights of Initiation Phase (C