The Pen Project - PRINCE2

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The Pen ProjectA fully documented sample PRINCE2 projectISBN: 9789082114706PRINCE2 is a Registered Trade Mark of the AXELOS. The Swirl logo is a Trade Mark of the AXELOS. Professional Training Center of Excellence (PTCoE)By:Frank Turley, Nader K. RadDate:Version: PT008022/1/201801 FREE EditionPlease send feedback to:frank@ptcoe.orgP2P-SampleProject-ENVersion V01 – Premium Edition1

Why did we create this Sample Project? Most common question in our PRINCE2 Training classes“Is there a documented sample PRINCE2 project?” I asked the same question when I did my PRINCE2 training Otherwise, it is just theory and no practice What do most people do today after a PRINCE2 Training? Put the slides in a cabinet – never to be seen again :-( Update their LinkedIn profile And go back to their existing way of workingPRINCE2 is a Registered Trade Mark of the AXELOS. The Swirl logo is a Trade Mark of the AXELOS. Professional Training Center of Excellence (PTCoE)P2P-SampleProject-ENVersion V01 – Premium Edition2

Copyright 2018 PTCoEAll rights reserved. With the exception of brief passagesand quotes for reviewing or commenting purposes, no partof this publication may be reproduced or transmitted in anyform or by any means without prior consent of PTCoE(Professional Training Center of Excellence)ISBN: 9789082114706PRINCE2 is a Registered Trade Mark of the AXELOS. The Swirl logo is a Trade Mark of the AXELOS. Professional Training Center of Excellence (PTCoE)PRINCE2 is a registered trade mark of AXELOS Limited.The Swirl logo is a trade mark of AXELOS Limited.By:Frank Turley, Nader K. RadDate:Version:22/2/201801 Premium EditionPlease send feedback on V01 – Premium Edition3

About the authorsFrank Turley has been a Project Manager for more than 15 years and a PRINCE2 Practitioner. He is also a PRINCE2,Scrum and Project Management trainer and coach and has written a number of PRINCE2 and Project Managementrelated books. Frank is best known in the PRINCE2 world for his work in creating the most popular PRINCE2 Self Studytraining including: The PRINCE2 Foundation Training Manual and video course The PRINCE2 Practitioner Training Manual The Scrum Master Training ManualWebsite:LinkedIn Profile: http://linkedin.com/in/frankturleyNader K. Rad is a project management consultant, author, and trainer at Management Plaza. His career started in 1997and he has been involved in many projects in different industries. He has designed a number of project managementcourses, prepared a number of e-learning materials, and written more than 40 books and plenty of practical articles onproject management concepts and standards, planning software, scheduling, etc.He is certified as PMP , PRINCE2 Practitioner, AgilePM Foundation, CSM , and PSM I.Website: http://nader.pm/LinkedIn Profile: http://www.linkedin.com/in/naderkhorramiradPRINCE2 is a Registered Trade Mark of the AXELOS. The Swirl logo is a Trade Mark of the AXELOS. Professional Training Center of Excellence (PTCoE)P2P-SampleProject-ENVersion V01 – Premium Edition4

Who is this sample PRINCE2 project for?Document:Who is this sample PRINCE2 project for?1) PRINCE2 Foundation Students Browse over the main PRINCE2 documents, this will help your understanding of PRINCE2. Look at: 1) Project mandate, 2) Project Brief, 3) Initiation Stage Plan, 4) Product Description, 5) PID, 6) Register Files, 7) Log files2) PRINCE2 Practitioner Students You need to be familar with all PRINCE2 management documents and their structure (typical contents) It is therefore best to become familar with the scenario used in this sample project and then become familar with each PRINCE2management document This is perhaps the best way to prepare for the Practitioner Exam as the exam uses a given project scenario and you are expectedto know how to apply PRINCE2.3) Gaining PRINCE2 experience Many people never get a chance to work in a PRINCE2 environment and don’t understand how to apply PRINCE2. We suggest to re-create this sample project based on another scenario (e.g. a project you have done) This is perhaps the best way to practice PRINCE2 (We at MPLAZA will be happy to give you feedback if you do this)4) Implementing a PMO Many companies are now considering implementing a PMO but are not sure where to startWe suggest that you identify a standard project from your organization and document it like this sample projectStart of as simple as possible so you can deliver a first internal sample project (a reference project)The PMO can then gradually update this reference sample project to introduce new techniques and lessonsPRINCE2 is a Registered Trade Mark of the AXELOS. The Swirl logo is a Trade Mark of the AXELOS. Professional Training Center of Excellence (PTCoE)P2P-SampleProject-ENVersion V01 – Premium Edition5

Who is this sample PRINCE2 project for?PRINCE2 Foundation Students You just need to have an overview of PRINCE2 Browse over the main PRINCE2 documents – help your understanding We advise to look at: Project mandate PID Project Brief Register Files Initiation Stage Plan Log files Product Description You can use our FREE version of the sample PRINCE2 projectPRINCE2 is a Registered Trade Mark of the AXELOS. The Swirl logo is a Trade Mark of the AXELOS. Professional Training Center of Excellence (PTCoE)P2P-SampleProject-ENVersion V01 – Premium Edition6

Who is this Sample PRINCE2 project for?PRINCE2 Practitioner Students Typical practitioner course: You spend 66% of your time practicing questions L Result: It’s a exam preparation course (not a PRINCE2 course) Result: Little practical knowledge of how PRINCE2 works What you need to know for the Practitioner Exam? Familiar with all PRINCE2 management products Aware of their structure and typical contents Understand the document descriptions in the manaul appendix How to read and interpret the project scenario provided in the examPRINCE2 is a Registered Trade Mark of the AXELOS. The Swirl logo is a Trade Mark of the AXELOS. Professional Training Center of Excellence (PTCoE)P2P-SampleProject-ENVersion V01 – Premium Edition7

TheProject ScenarioWe have created an easy to understand project scenario as the focusis on how to use the PRINCE2 management documentsPRINCE2 is a Registered Trade Mark of the AXELOS. The Swirl logo is a Trade Mark of the AXELOS. Professional Training Center of Excellence (PTCoE)P2P-SampleProject-ENVersion V01 – Premium Edition8

Project ScenarioDocument:Project Scenario: CopyWorld365Company: CopyWorld365CopyWorld365 is a company that sells printing / photo copying machines. They have 15 employees (including 4 salespeople) and they would like to start a project to give their clients a high quality promotional pen to help improve therelationship with clients and to reduce client turnover (client loss).The Sales Manager chaired a meeting and the outcome of the meeting was as follows: We will give a quality pen/pencil to all clients to help reduce client turnover and improve relationship The majority of pens will be given out by the sales people The pen must be of good quality so people will be happy to use it (not be embarrassed to use it) Budget: 6 to 8 each Presentation of pen is important Company logo must appear on penProject Scope Define quality requirements Choose & test Pens/Pencils Order Pens with logo Choose clients to give pen toOut of Scope Giving out the pens is not part of the project Designing the logo (will be supplied my marketing person) Original list of clients (will be supplied by accounts)PRINCE2 is a Registered Trade Mark of the AXELOS. The Swirl logo is a Trade Mark of the AXELOS. Professional Training Center of Excellence (PTCoE)P2P-SampleProject-ENVersion V01 – Premium Edition9

Pre-ProjectStarting up a ProjectPRINCE2 is a Registered Trade Mark of the AXELOS. The Swirl logo is a Trade Mark of the AXELOS. Professional Training Center of Excellence (PTCoE)P2P-SampleProject-ENVersion V01 – Premium Edition10

Project mandatePre-ProjectStage 1 (initiation)Stage 2Stage 3 (Final)Initiating a ProjectControlling a StageControlling a StageProcesses òStarting up a ProjectManaging a Stage BoundaryManaging a Stage BoundaryClosing a ProjectManagement Products òProjectmandateThe project mandate is the triggerfor the projectOther documents will be gradually added to this diagram. They will be presented in one of thefollowing colors:Blue: Created once in the projectGreen: Created once in every stageOrange: Created/updated multiple times in every stageDark Red: Created/updated for each Work PackageNote: this diagram only contains thesample documents of this training course,rather than all the necessary documents ineach stage.PRINCE2 is a Registered Trade Mark of the AXELOS. The Swirl logo is a Trade Mark of the AXELOS. Professional Training Center of Excellence (PTCoE)P2P-SampleProject-ENVersion V01 – Premium Edition11

Project mandateDocument:Project mandateProject:Pen ProjectCorporateAuthor:1. Project Definition3. Project Product DescriptionThe project will choose a high quality pen and give out about 400 pens to ourexisting clients.Project Objectives Choose a pen that meets specifications Choose a pen that users will perceive as a quality penProject Scope:3. Client list1. Evaluation of pens ordered4. Pens ordered2. Pen evaluatedTo be createdDate:4. ApproachDo the project internally5. Project Management TeamThe Executive shall be the CEO2. ReasonsBuild better relationships with clients and reduce the loss in the renewal ofmaintenance contracts by 50%. CopyWorld365 has 4,200 maintenance contracts Profit of 200 per contract 840k 5% loss each year costs 42,000PRINCE2 is a Registered Trade Mark of the AXELOS. The Swirl logo is a Trade Mark of the AXELOS. Professional Training Center of Excellence (PTCoE)The project mandate does not have tocontain much informationNormally just the reasons and the name ofthe Executive.P2P-SampleProject-ENVersion V01 – Premium Edition12

Lessons LogPre-ProjectStage 1 (initiation)Stage 2Stage 3 (Final)Initiating a ProjectControlling a StageControlling a StageProcesses òStarting up a ProjectManaging a Stage BoundaryManaging a Stage BoundaryClosing a ProjectManagement Products òProjectmandateDaily Log, Lessons LogThe Project Manager will facilitate the gatheringof lessons. All project stakeholders are invited toprovide lessonsThis is a PRINCE2 principleNote: this diagram only contains thesample documents of this training course,rather than all the necessary documents ineach stage.PRINCE2 is a Registered Trade Mark of the AXELOS. The Swirl logo is a Trade Mark of the AXELOS. Professional Training Center of Excellence (PTCoE)P2P-SampleProject-ENVersion V01 – Premium Edition13

Lessons LogDocument:Lessons LogProject:Pen ProjectAuthor:The PM will facilitate the gathering of lessons. Lessons can come from users, TeamManagers, past project Lessons Reports, consultants, Project ManagerDate:Lesson geWe used the business gift company “BizGifts” last year and they offered agood serviceYes12/1PM32LThe time to deliver gifts always seems to take longer than agreed by mostcompanies (so add time buffer)Yes12/1PM213LThe business gift company “Gifts4All” provided a poor service for ourneighboring company.No13/1PM224JThere is a ISO standard for pens: ISO 12757-2No13/1PM2SUID -Recommendations1J25 -:(J) Positive effect on the project, (L) negative effect,Risk before:Has the risk been seen before (if yes, how did the project deal with it?)Priority:Importance for project – The PM will want to make sure, they are using the important lessonsStage:The PM can see which lessons have value for the next stagePRINCE2 is a Registered Trade Mark of the AXELOS. The Swirl logo is a Trade Mark of the AXELOS. Professional Training Center of Excellence (PTCoE)P2P-SampleProject-ENVersion V01 – Premium Edition14

Daily LogDocument:IDDate ofEntry01Daily LogProject:Pen ProjectAuthor:Project 06-17When we were preparing the list of potential suppliers, I realized that one ofthem is owned by an old friend of mine (conflict of interest)Project Manager06-17I believe I’m capable of evaluating the suppliers honestly.I’ve also informed the project board about this conflict ofinterest.0206-18A sales man from one of the potential suppliers came to our office today tomeet me, while I was in a meeting. He left me a gift and left the buildingbefore I could meet him. This can be considered a bribery.Project Manager06-18I returned the gift and put the supplier in the company’sblack list.0306-22Daniel Ross, who’s responsible for the logo, is asked to prepare its vectorversion, but he doesn’t seem to know how.Project Manager06-23He’s replaced by Julie Gates, who’s more expert on graphicdesign. We’ve lost two days, but the activity has a lot of floatand we won’t get into any problems.0406-25The communication between Julie Gates and the supplier needed for thedesign of the logo is not effective enough. It takes a lot of time for eachversion to be reviewed and the new version is released.Project Manager06-25Julie Gates is asked to meet with the responsible person inthe supplier company to discuss the requirements of thelogo and to prepare it together.The Daily Log is used to capture issues and risks in the Starting up a Project processAfter that, it is used as a (private) daily journal by the Project ManagerNote: the content of this sample Daily Log belongs to next stages of the projectPRINCE2 is a Registered Trade Mark of the AXELOS. The Swirl logo is a Trade Mark of the AXELOS. Professional Training Center of Excellence (PTCoE)P2P-SampleProject-ENVersion V01 – Premium Edition15

Project Product Description (part of Project Brief)Pre-ProjectStage 1 (initiation)Stage 2Stage 3 (Final)Initiating a ProjectControlling a StageControlling a StageProcesses òStarting up a ProjectManaging a Stage BoundaryManaging a Stage BoundaryClosing a ProjectManagement Products òProjectmandateDaily Log, Lessons LogProject BriefProject Product DescriptionThe Project Product Description (high level main product description)defines what the project must deliver in order to gain acceptance. Itusually defines the scope, requirements, quality expectations, acceptancecriteria, acceptance method, and acceptance responsibilities.Note: this diagram only contains thesample documents of this training course,rather than all the necessary documents ineach stage.PRINCE2 is a Registered Trade Mark of the AXELOS. The Swirl logo is a Trade Mark of the AXELOS. Professional Training Center of Excellence (PTCoE)P2P-SampleProject-ENVersion V01 – Premium Edition16

Project Product Description (Workshop)The Project Manager hosted a workshop to create the Project Product Description. The main workshop goals:1. Get buy-in from the necessary stakeholders2. Identify the most important requirements for the pen and prioritize them3. Complete the Project Product Description during the workshopRequirements Exercise The PM gave each person post-its and reminded them about the project goals The PM asked each person to list 10 pen requirements After this exercise, the PM categorized each requirement and identified the top requirements The requirements are listed below using the MoSCoW techniqueDocument:Project Product Descriptions Requirements (MoSCoW)1. Must Have Requirements3. Could have requirements Quality looking pen5 year guaranteeLogo display correctlyPen easy to write withA number of requirements have been grouped under “5 year guarantee” (allparts working, color fading.)4. Other (Won’t have for now)2. Should have requirements Easy to find refills for the penGuarantee no leak penUSB memory stick in pen Write upside downThe acceptance criteria and acceptance method for each must have will bedetailed in the Project Product DescriptionPRINCE2 is a Registered Trade Mark of the AXELOS. The Swirl logo is a Trade Mark of the AXELOS. Professional Training Center of Excellence (PTCoE)P2P-SampleProject-ENVersion V01 – Premium Edition17

Project Product Description (part of Project Brief)This is a good example of the Project Product Description (Main product description). It doesnot have to be a large document.Document:Project Product DescriptionProject:Pen Project1. PurposeThe purpose of the pens will be to provide a constant reminder of our companyto most of our clients and reduce the loss of maintenance contracts renewalsby 50% in the next 12 months.2. Composition1. Pens to evaluate2. Chosen PenQualityQuality ExpectationAcceptance CriteriaToleranceAcceptance methodResponsibilitiesQuality ExpectationAcceptance CriteriaToleranceAcceptance methodResponsibilitiesProject ManagerAuthor:Date:3. Derivation1. Business Gift Catalogs2. Client list4. Development skills requiredPurchasing skillsAccount (Client) management3. Reviewed client list4. Distributed PensThis example has outlined four main requirements and defined the quality level for each requirement. Seethe next slide for more information.Quality looking penPriority1: Looks like it cost 102: Look like a professional penNone1: Confirm that 8 of 10 see value 102: Confirm that 9 of 10 see pen as professional1: Susan Kelly, 2: Susan KellyMPriorityM5 year guarantee1: 5 year guarantee from supplier1: 10%1: Guarantee certification1: Sales Manager will accept guaranteePRINCE2 is a Registered Trade Mark of the AXELOS. The Swirl logo is a Trade Mark of the AXELOS. Professional Training Center of Excellence (PTCoE)Quality ExpectationAcceptance CriteriaToleranceAcceptance methodResponsibilitiesQuality ExpectationAcceptance CriteriaToleranceAcceptance methodResponsibilitiesP2P-SampleProject-ENLogo display correctly on penPriority1: Correct size on pen2: Logo will not erase in 5 years of normal use1: Size 10%, 2) Logo erase: 100%1: Measure logo on pen with ruler2: Logo: Ask for Logo guarantee1: Susan Kelly, AC2: Susan KellyMPen easy to write withPriority1: 9 of 10 people find pen easy to write with1: 10%1: Provide survey report1: Susan KellyMVersion V01 – Premium Edition18

Introduction to the quality informationThis slide provides information about the quality data required in the Project Product DescriptionMost Project Managers find it very difficult to understand this from the official PRINCE2 ManualQuality headingQuality ExpectationsDescriptionWhat feature/requirement does the customers want (list one at a time)e.g. Quick searchPriorityMoSCoW: (Must, Should, Could, Won’t) or 1,2,3Acceptance Criteria (AC)Acceptance criteria states what the Customer agrees to accept (must be measurable)Ask Question: How can we prove that we have meet your expectations?Ask Question: What tests should be done & what are the expected results?Note: There may be a number of tests for each Quality expectation1: E.g. Expected speed result for a simple search: 1.5 seconds2: E.g. Expected speed result for a combined search: 2 secondsToleranceWhat is the tolerance(s) for each Acceptance Criteria1: 15%; 2: 10%Acceptance MethodHow will each quality criteria be checked?1: Manual testing2: Unit testing with load testingAcceptance ResponsibleList the persons name for each quality criteria or complete quality expectation1: Frank Klein2: Frank KleinPRINCE2 is a Registered Trade Mark of the AXELOS. The Swirl logo is a Trade Mark of the AXELOS. Professional Training Center of Excellence (PTCoE)P2P-SampleProject-ENVersion V01 – Premium Edition19

Project Management Team Structure (part of Project Brief)Pre-ProjectStage 1 (initiation)Stage 2Stage 3 (Final)Initiating a ProjectControlling a StageControlling a StageProcesses òStarting up a ProjectManaging a Stage BoundaryManaging a Stage BoundaryClosing a ProjectManagement Products òProjectmandateDaily Log, Lessons

Scrum and Project Management trainer and coach and has written a number of PRINCE2 and Project Management related books. Frank is best known in the PRINCE2 world for his work in creating the most popular PRINCE2 Self Study training including: The PRINCE2 Foundation Training Manual and video course

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