Maximizing Your Customer Role With THE Guide

Why This Session?       1 day

There are not many pure Information Technology (IT) Projects today! Instead, there are Business Projects that may have IT components. Those IT components are crucial to the success or failure of today’s business. THE Guide is a business effectiveness method that helps insure that success.

Today’s most effective enterprises manage business projects differently than we did in the past. No longer does a fragmented business unit throw undefined business needs over the fence, leaving IT to guess about the real business problem or opportunity, or the best solution. Today, dedicated teams of business partners and IT professionals work together, each providing their unique strengths and knowledge to define, design and deliver results that align with corporate strategies.

Learning Objectives; after this session, participants will be able to …


  • Define “What is a Project?”and answer “How does Project work differ from ongoing work?”
  • Identify the vital signs of project success, and discuss who is responsible for managing them.
  • Describe the role and responsibilities of Customers and Sponsors in a well-managed project
  • Introduce the tools and techniques of THE Guide; describe the phases and the Basic 9 Results: the most important products of any project.
  • Participate in answering some of the 20 most important Questions, and establishing strategy.
  • Help establish project scope and objectives, and to perform Business Case Analysis.
  • Identify the project timing and commitment levels needed for key project roles.
  • Use The Online Guide to learn more about activity assignments and outputs. Complete Working Paper and Deliverable Templates to produce better project results.
  • Identify elements of a useful project plan: activities, estimates and assumptions, and schedules.
  • Describe the impact on success of Customer involvement in three key activities.
  • Describe the Change Control process that manages the impact of needed changes, while responding to business needs.
  • Getting Closure: Describe what is needed to end the project successfully. Describe an effective post-project review.


This session is for Customer or Business Partner team members who participate in and perform project work, such as helping define requirements and testing results for acceptability. It is useful for business Resource Managers whose staff is heavily involved in projects, and for internal experts, such as Internal Audit, and others who desire to increase project success.

Customers who do not perform project-related work should take THE Guide Overview instead. Similarly, this session is optional for those who attend Managing Projects With THE Guide.

Session Outline

1. Introduction to Guide Projects

  •      What is a Project? How does Project work differ from real work?
  •      Project Management: Balancing the Vital Signs of Success
  •      Responsibilities for the Vital Signs
  •      The role and responsibilities of Customers and Sponsors in a well-managed project
  •      Introduction to THE Guide; THE Guide Components, Tools and Techniques
  •      The System Delivery Life Cycles
  •      The Basic Nine Results

2. Key Parts of the Customer Role

  •      Project Start-up: The 20 Important Questions for Any Project
  •      The Project Success Profile
  •      Establish Project Strategy, Business Case, Scope and Objectives
  •      Project Timing and Commitment Levels Needed For Key Project Roles
  •      Working Document Templates and Deliverable Templates
  •      The Online Guide Reference

3. Project Management Actions

  •      Minimum Elements of a Useful Project Plan
  •      The Impact on Success of Customer Involvement in Three Key Activities
  •      Quality Log and Reviews of Results
  •       Change Control: Manage Impact of Needed Changes, While Responding to Business Needs
  •      Getting Closure: What Is Needed To End the Project Successfully
  •      Describe an Effective Post-Project Review
  •      Benefits You Should Expect
  •      Summary