Prepare for the Project      

Identify and assign the Project Manager

Identify and appoint the Project Sponsor and/or Project Director

Identify Project Team members

Identify Customer Representatives

Review Project Initiation Plan template

Review historical information (especially Project Charter)

Work with Project Sponsor and/or Project Director and Project Team to gain consensus on project expectations

Document how issues will be resolved and decisions made

Perform Team Development, Team Building, set Team Norms as needed

Schedule time and location of Kick-off meeting

Invite appropriate attendees

Prepare meeting presentation and agenda

Designate meeting scribe

Prepare materials for distribution at meeting

Conduct kick-off meeting

Distribute notes and minutes to all attendees

Establish the project repository

Update the repository with all project correspondence

Develop the Project Initiation Plan

Refine the Business Case and write Executive Summary

Develop Goals/Specific Objectives/Success Criteria

Develop the Project Scope Definition

Complete Work Breakdown Structure

Complete List of Key Deliverables

Create preliminary list of roles and skills required

Create high-level schedule

Document assumptions used to create the High Level Schedule

Identify stakeholders

Outline stakeholders roles and responsibilities – along with their time involvement

Understand stakeholder communication requirements

Write Communications Plan

Develop staff and materials acquisition plans

Estimate costs of all resources

Estimate activity duration

Calculate the preliminary project budget estimate

Define Project Governance

Compile summary of resources and assumptions

Document the Mode of accomplishment for the project

Develop the Issues Management process

Develop the Change Management process

Develop the Risk Management process

Determine if there will be a need for a Procurement Plan and document the approach

Develop how the Project will manage and organize for the  Transition to steady state

Describe the approach  to be used for Gathering Customer Requirements

Document how Status Reporting will be done and who will receive reports and in what format

Create High Level Risk Plan

Solicit input on risk identification from Project Team, Project Sponsor and Customer Representatives

List all risks identified and Impact to Project

Provide a risk rating

Develop a risk mitigation strategy

Identify the Risk Owner and the date Risk Plan is to be implemented

Produce the Project Initiation Plan

Confirm Approval to Proceed to Next Phase

Submit the Project Initiation Plan for Review

Present final Project Initiation plan to Project Sponsor and/or Project Director  etc.

Resolve any issues    

Update package as needed to resubmit to Project Sponsor and/or Project Director and other Key Stakeholders providing resources to the project that need to provide their signature.

Get Approval Signature