In launching a system study project, what is the first formal step that initiates participation and sets expectations across the organization?

Difficulty: Easy

Correct Answer: Announce the study project and its charter

Explanation:


Introduction / Context:
Before analysis and design efforts begin in earnest, organizations must formally initiate the system study so stakeholders understand scope, roles, and timelines. The initiating step is to announce the study project and its charter, enabling access, cooperation, and scheduling for subsequent discovery work.


Given Data / Assumptions:

  • Leadership has approved a study to investigate needs and feasibility.
  • Stakeholders are distributed across business units and IT.
  • Discovery activities will require interviews, observations, and data access.


Concept / Approach:
An official announcement with a concise charter signals authorization and purpose: why the study exists, what areas are in scope, who is involved, and what the timeline is. This step precedes detailed criteria and staffing because it grants the mandate to secure people and resources and aligns calendars for kickoff workshops.


Step-by-Step Solution:

1) Publish a project charter summarizing objectives, scope, and expected outputs. 2) Communicate the announcement to departments and name a project sponsor and lead. 3) After announcement, staff the team and plan discovery activities. 4) Elicit information needs and define performance criteria during analysis.


Verification / Alternative check:
Without a formal announcement, departments may not allocate time for interviews or data access, causing the effort to stall. Thus, the announcement is the necessary first step to unlock participation.


Why Other Options Are Wrong:

Defining performance criteria and information needs are analysis tasks that follow initiation. Staffing requires a mandate; the announcement provides it. Vendor evaluations are premature before requirements discovery.


Common Pitfalls:
Starting interviews without a clear charter leads to scope creep and resistance from busy stakeholders.


Final Answer:
Announce the study project and its charter.

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