This session will be dedicated to the possibility that in small organizations or teams, projects are rarely initiated properly and thereby achieve less than optimal results. Initiating internal projects properly is hard work and not for everyone, as it requires us to think differently from how we have in the past. You are hereby invited to open a dialogue about how best to initiate new projects in your small organization by Ed Kless who will facilitate this session.

1. C-189 Initiating a Project in a Small
Business
Ed Kless
@edkless

2. CPE Credit
• In order to receive CPE credit for this session, you must be present for the entire
session.
– Session Code: <Presenter enter session code here>
– Recommended CPE Credit = 1 <Presenter changes this to 1.5 for 90 min
sessions>
– Delivery Method = Group Live
– Field of Study = Specialized Knowledge and Applications
• Visit the Sage Summit Connect kiosks to enter CPE credit during the conference.
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3. Project Terms Hierarchy
Traditional PMI
 (Program)
 Project
 Phase
 Activity
 (Task)
Results-based PM
 Relationship
 Engagement
 Objective
 Result
 (Task)

4. Project Management Processes
• Inputs
• Tools and
techniques
• Outputs

5. Progressive Elaboration

6. 0% 10% 20% 30%
Vendor doesn't know business
Buggy software
Cost overrun
Vendor over promises
Senior executives fail to buy in
16%
19%
20%
21%
27%
% of respondents
SMB IT RFF

7. Your Lagniappe
• Feasibility Analysis
• Cost Benefit Analysis
• Project Charter

8. Your Feedback Is Important to Us!
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• Your feedback helps us improve future sessions and presentation techniques.
• Session code for this session: C-189
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9. Contact Information
• Presenter Contact Information:
– Ed Kless
– ed.kless@sage.com
– Twitter hashtag @edkless
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Thank you for your participation.
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