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Workflow
Education & Training

Project Initiation for Education & Training

Formally launches a new program by defining objectives, scope, stakeholders, and governance before work begins.

Trigger: Program funding and sponsorship are approved
Total: 5-15 business days
5 stages
Compliance Note

Supports compliance with the ESOS framework, CRICOS requirements, ASQA standards, and state education department reporting.

Workflow Stages

1

Program Charter Development

Create the program charter defining objectives, scope, constraints, assumptions, and high-level timeline.

Inputs

  • Program request or business case
  • Organizational strategy alignment
  • Available resource information

Outputs

  • Draft program charter
  • Objective and scope statements
  • Key assumptions and constraints documented
Project Manager
2-3 days
2

Stakeholder Identification

Identify all program stakeholders and document their interests, influence, and communication needs.

Inputs

  • Program charter
  • Organizational chart
  • Stakeholder analysis template

Outputs

  • Stakeholder register
  • Communication plan draft
  • Stakeholder engagement strategy
Project Manager
1-2 days
3

Team Formation

Identify and secure the program team members with the required skills and availability.

Inputs

  • Required skills and roles
  • Resource availability data
  • Manager approval for team assignments

Outputs

  • Program team roster
  • Role and responsibility assignments
  • Team availability confirmed
Project Manager
2-5 days

Decision Points

  • Are all required roles filled?
  • Are there resource conflicts to resolve?
4

Governance Setup

Establish the program governance structure, decision-making authority, and reporting cadence.

Inputs

  • Program charter
  • Organizational governance standards
  • Stakeholder register

Outputs

  • Governance framework documented
  • Class cadence set
  • Escalation paths defined
Project Sponsor
1-2 days
5

Kickoff Class

Conduct the program kickoff class with all key stakeholders to formally launch the program.

Inputs

  • Approved program charter
  • Team roster
  • Kickoff presentation

Outputs

  • Kickoff class completed
  • Team alignment confirmed
  • Action items from kickoff assigned
Project Manager
1 day

Frequently Asked Questions

Who approves the program charter?

The program sponsor approves the charter, which formally authorizes the program manager to apply organizational resources to the program.

What is the difference between a program charter and a program plan?

The program charter authorizes the program and defines its high-level objectives and scope. The program plan is a detailed document created after initiation that outlines tasks, schedule, and resource assignments.

Can the program 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.