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Value Management Framework - Initiate

 

  • Initiate
  • Define project parameters

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The INITIATE helps you start your project the right way. It's the first formal project phase.

This phase:

  • Identifies and establishes project objectives, roles and outcomes.
  • Creates a good foundation leads to project success.
  • Generates agreement upon a vision of what is being undertaken.
  • Ensures clarity on each group's roles and responsibilities.
  • Establishes project and change management.
  • Creates a quality environment for a successful outcome.

This phase formally defines foundational project deliverables. You can perform this work within the management structure of the sponsoring organization.

If your project continues to appear viable and likely to achieve the desired results once passes through the INITIATE Phase and moves to PLAN.

Key Participants: Sponsor, Project Manager, Organizational Change Manager, Steering Team. Stakeholder(s), Technical Unit, Business Unit, Procurement (as needed)

Resources and Templates

INITIATE Steps:

  1. Review the Sponsor Checklist INITIATE.
  2. Review the Phase 1 INITIATE General Guidance to ensure familiarity with the process.
  3. Develop the Sponsor Roadmap (Sponsor Action Plan). Also complete the Sponsor Agreement and the Sponsor Action Plan.
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  4. Form a steering committee. Review the Steering Committee Purpose and Role and Steering Committee Basics, and complete the Steering Committee Reference template.
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  5. Discuss the vision statement with the steering committee to ensure broad acceptance of the project vision. Also discuss the Business Case.
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  6. Complete the Project Charter template.
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  7. Create the RACI matrix and the OCM RACI (called the ARCI).
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  8. Complete the risk analysis in the Risk Issue Action Decision Tracker toolkit and the OCM Impact Gathering tool.
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  9. Document known dependencies, constraints and assumptions.
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  10. Discuss and review Tracking Decision Latency guidance.
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  11. Conduct a Stakeholder Analysis and document stakeholders in the Stakeholder Register.
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  12. Complete the OCM Strategy outline and formalize the OCM Work Plan.
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  13. Draft the initial Project Plan, starting with creating (or updating) a work breakdown structure (WBS).
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  14. Complete resource estimates using the Resource Estimating toolkit.
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  15. Calculate the critical path in the project plan and begin to exercise project change control using the change control management plan, change request form, and change request log template. Refer to Managing Change Request Tips for additional guidance.
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  16. Complete the INITIATE phase review.
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