PLANNING PREREQUISITES CHECKLIST
OPPORTUNITY OVERVIEW
The following indicates the required components of the opportunity overview. Some components may already be provided by another sales opportunity analysis process. The project manager need not duplicate this information but should participate in or at least review the results of any other processes.
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Customer Sales Team Information
Customer Information
COMPANY Relative Account Position
Customer Opportunity Information
Key Milestone Dates
Existing Customer Environment
Sales Opportunity
Third-Party Product Requirements
Solution Implementation Rollout Requirements
Opportunity Issues and Risks
CUSTOMER REQUIREMENTS
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Customer business requirements
Customer technical requirements
Customer schedule requirements
Customer contractual requirements
Customer specified Third-party requirements
Has a Request For Proposal or Request For Quotation been issued? Made available to the Project Manager/Planning Team?
SCOPE STATEMENT
The Scope Statement should completely but concisely describe the project and, at a minimum, address the following elements:
Customer identification
Description of the customer business need
Overview of the COMPANY approach to meeting the customer business need, including the following:
A description of the hardware to be used in the solution
A synopsis of the software to be used
Identification of any services to be provided as part of the solution
Discussion of how the COMPANY proposed solution meets the customer business need and how that solution fits in with the overall customer business strategy
Identification of the COMPANY organizations that will participate in planning for the project
Identification of the third-party organizations that will participate in planning for this project
Identification of the COMPANY project sponsor or owner
Statement of the time frame in which the project will be implemented
An estimate of total project price or cost
PROJECT QUALIFICATION REPORT
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Customer Opportunity Overview
COMPANY Sales Revenue Opportunity Estimate
Risk Identification
Preliminary Project Schedule
Estimated COMPANY Cost to Respond (IDENTIFY PLANNING RESOURCE NEEDS)
Summary and Recommendations
