Gather Information

The Practice Space <- Gather Information

Initiate Phase

The purpose of the Initiate Phase is to undertake activities to discover sufficient information to be able to start planning your project. Use the checklists and templates, below, to aid your process in gathering the necessary information and validate your approach.

Project Concept
Initiate Project
Plan Project
Execute Project
Close Project

Process Groups in this Phase

These are the key Input, Process and Output steps in this phase. Review the list of items in each section, and review the process flow shown in the Process Timeline, below. To select the appropriate templates, click on the Download Template button from the ‘Checklist & Templates‘ repository.

Input Checklist

Process Checklist

  • Governance
  • Confirm Project Objectives
  • Confirm Project Stakeholders
  • Approve Project Charter
  • Management
  • Establish Project Team
  • Clarify Business Expectations
  • Initial Solution Proposal
  • Prepare Project Charter
  • Delivery
  • Understand Technical Requirements
  • Prepare Technical Proposal

Roles

  • Governance
  • Project Sponsor
  • Technical Authority
  • Design Authority
  • Quality Assurance
  • PMO
  • Management
  • Project Manager
  • Technical Manager
  • Delivery
  • Business Team Lead(s)
  • Technical Team Lead(s)

Output

  • Project Charter
  • Project Scope Statement
  • Product Quality Statement
  • Outline Technical Design
  • RAID Register
  • Risks
  • Issues
  • Assumptions
  • Dependencies
  • Key Project Roles
  • Stakeholder Map
  • RACI / RAM Chart
  • Document Approval Matrix

Checklists and Templates

To use a document in your project, review the Input, Process and Output steps in this phase, above,
then review the list of templates, below, and the content of each, then select the appropriate file to download:

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