Back to Workflows
Workflow
Hospitality & Tourism

Project Initiation for Hospitality & Tourism

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

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

Includes food safety compliance (HACCP), RSA requirements, liquor licensing documentation, and tourism accreditation record keeping.

Workflow Stages

1

Event Charter Development

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

Inputs

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

Outputs

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

Stakeholder Identification

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

Inputs

  • Event 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 event team members with the required skills and availability.

Inputs

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

Outputs

  • Event 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 event governance structure, decision-making authority, and reporting cadence.

Inputs

  • Event charter
  • Organizational governance standards
  • Stakeholder register

Outputs

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

Kickoff Meeting

Conduct the event kickoff meeting with all key stakeholders to formally launch the event.

Inputs

  • Approved event charter
  • Team roster
  • Kickoff presentation

Outputs

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

Frequently Asked Questions

Can the event scope change after initiation?

Yes, but changes must follow the scope change management process to ensure proper impact assessment and approval.

Who approves the event charter?

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

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

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

Ready to implement this workflow in your business?

Our team can implement this workflow into your business operations with custom tools and training.