ERP Template - Building your Project Team

Building Your ERP Project Team — Guide  DOCX

ERP-Sherpas-Building-your-ERP-Project-Team.docx

A structured guidance document addressing the most common team-building mistakes made at the start of ERP projects, covering who should be on the team (functional representation, multi-entity and multi-country considerations, change management, and leadership governance), the level of time commitment each role requires, how to start (securing executive sponsorship, appointing a PM), and why outsourcing core business roles to the SI is a strategic mistake.

For a PM, this document serves two purposes: it provides a defensible reference to support resourcing conversations with the client, and it sets expectations upfront about the internal commitment required for the project to succeed. It protects the PM from being held accountable for outcomes that were undermined by under-resourcing of the client team.

Contents include:

1.     Who should be on your team?

2.     What level of commitment is needed?

3.     How to start

4.     Sample Team Structures (Client Internal)

5.     Sample Team Structure (Systems Integrator)

6.     Key points to keep in mind

Building Your ERP Project Team — Presentation  PPTX

ERP-Sherpas-Building-your-ERP-Project-Team.pptx

The presentation counterpart to the ERP Project Team Guide, covering the same content in a visually structured format suitable for delivery at a project mobilisation workshop or steering committee. It includes sample client team and Systems Integrator team org chart structures, time commitment expectations, and a clear rationale for why people and process failures — not technology — account for the majority of ERP project failures.

For a PM, having this content as a ready-to-deliver presentation means the resourcing conversation with the client can happen in a facilitated setting, with a professional visual framework, rather than as an ad-hoc email exchange that is easily dismissed.

Sample Resource Plan — Workbook  XLSX

ERP-Sherpas-Sample-Resource-Plan.xlsx

The Excel Workbook included in the pack is a very useful tool to help build the picture of the level of commitment that will be needed across the internal client team at the various phases of the project and is an effective way to seek commitment from the project sponsors and steering committee for resourcing the project properly. Getting the right team in place is a crucial aspect for ensuring success and is often the hardest part of getting the project set up well from the start. If you don't get the commitment for resources at this stage it will be very difficult to improve on it later on in the project.

For a PM, having this content available early on means the resourcing conversation with the client and exec team can happen at the right time when expectations are being set with team members who will be crucial for project success.