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Initiation process

The initiation process consists of all elements needed to setup the project before the actual work can start:

  • Understanding customer requirements
    • Finding out the real expectations and priorities of the customer and ensuring they are understood the same way in both organizations
    • Commitment and common targets of both parties
  • Defining project requirements
  • Specifying quality of the deliverables
    • Defining the criteria that will constitute a successful project and will be used to manage the expectations of the stakeholders
  • Estimating timescales and resources and organizing resources
  • Preparing a business case to justify the investment
  • Securing corporate agreement and funding
  • Developing a project plan
    • A preliminary project plan will identify, in broad, high-level terms, the objectives of the project and constraints. The plan will also identify objective measures of success that will be used to evaluate the effectiveness of the proposed changes; these are sometimes called the "deliverables" of the project.
  • Evaluating the project risks, issues and changes on the project
  • Defining an agile approach to each project and guidelines the team will use


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