PMO Framework - The Initiation Phase

A comprehensive PMO Framework is critical to seeing a project successfully through; a Framework we have used with clients includes 4 phases: Concept, Initiation, Delivery and Close. 
The initiation phase, the second of four phases, is critical because it is the phase in which you set yourself up for success!  You finalize your goals, your team, your schedule and budget.  In order to make sure you don’t miss any key activities during this phase, we have provided you with our PM Checklist below.

Initiation Phase:

• Finalize Project Scope Statement
• Finalize Project Team & Resource Plan
• Finalize Project Schedule & Milestones
• Finalize the Communication Plan
• Finalize the Risk Management Plan
• Define the Integrated Change Control Process
• Finalize the Project Budget
• Define the Acceptance Authority & Criteria by which to conclude the project
• Draft Document to present to the Governance Team for Go/No-go Decision

The activities undertaken during the Initiation phase ensure that you and your team are set up to succeed; you will confirm and finalize your goals and determine how you will achieve them.  This phase prepares you to launch your project with a realistic timeline and budget. 
​
Are there any additional steps or suggestions you have for activities during the initiation phase?

---

Julie Medulan

About the Author
 
Julie Medulan is the Director of Practice Management and a Principal Consultant, for ProcureVision, LLC.  Creation of and education around consulting methodologies and processes is a key part of her role, to ensure each client has an implementable solution and a successful outcome.  ProcureVision’s clients reap the benefits of Julie’s consulting proficiency through the proven methodologies our teams use to delivers our consulting engagements.