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.
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
Roles
Output
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:




