Project Initiation
Formally launches a new project by defining objectives, scope, stakeholders, and governance before work begins.
Workflow Stages
Project Charter Development
Create the project charter defining objectives, scope, constraints, assumptions, and high-level timeline.
Inputs
- Project request or business case
- Organizational strategy alignment
- Available resource information
Outputs
- Draft project charter
- Objective and scope statements
- Key assumptions and constraints documented
Stakeholder Identification
Identify all project stakeholders and document their interests, influence, and communication needs.
Inputs
- Project charter
- Organizational chart
- Stakeholder analysis template
Outputs
- Stakeholder register
- Communication plan draft
- Stakeholder engagement strategy
Team Formation
Identify and secure the project team members with the required skills and availability.
Inputs
- Required skills and roles
- Resource availability data
- Manager approval for team assignments
Outputs
- Project team roster
- Role and responsibility assignments
- Team availability confirmed
Decision Points
- • Are all required roles filled?
- • Are there resource conflicts to resolve?
Governance Setup
Establish the project governance structure, decision-making authority, and reporting cadence.
Inputs
- Project charter
- Organizational governance standards
- Stakeholder register
Outputs
- Governance framework documented
- Meeting cadence set
- Escalation paths defined
Kickoff Meeting
Conduct the project kickoff meeting with all key stakeholders to formally launch the project.
Inputs
- Approved project charter
- Team roster
- Kickoff presentation
Outputs
- Kickoff meeting completed
- Team alignment confirmed
- Action items from kickoff assigned
Frequently Asked Questions
Who approves the project charter?
The project sponsor approves the charter, which formally authorizes the project manager to apply organizational resources to the project.
What is the difference between a project charter and a project plan?
The project charter authorizes the project and defines its high-level objectives and scope. The project plan is a detailed document created after initiation that outlines tasks, schedule, and resource assignments.
Can the project scope change after initiation?
Yes, but changes must follow the scope change management process to ensure proper impact assessment and approval.
Ready to implement this workflow in your business?
Our team can implement this workflow into your business operations with custom tools and training.