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Workflow
Trades & Construction

Project Initiation for Trades & Construction

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

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

Compliant with Safe Work Australia requirements, state WHS legislation, and Building Code of Australia (NCC) documentation standards.

Workflow Stages

1

Job Charter Development

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

Inputs

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

Outputs

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

Stakeholder Identification

Identify all job stakeholders and job card their interests, influence, and communication needs.

Inputs

  • Job 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 job team members with the required skills and availability.

Inputs

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

Outputs

  • Job 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 job governance structure, decision-making authority, and reporting cadence.

Inputs

  • Job charter
  • Organizational governance standards
  • Stakeholder register

Outputs

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

Kickoff Site meeting

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

Inputs

  • Approved job charter
  • Team roster
  • Kickoff presentation

Outputs

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

Frequently Asked Questions

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

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

Can the job scope change after initiation?

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

Who approves the job charter?

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

Ready to implement this workflow in your business?

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