Initiating Process Group

Setting the Tone for Your Project

 Initiating Inputs, Outputs and
Process
INPUTS PROCESS OUTPUTS

SCOPE ASSURANCE RESOURCES

Idea/Need Customer needs and Risk limit, reviews Team assignments, Project Charter
requirements, and approvals, deadlines, staffing
organizational needs and status reports. limit, spending limit,
acceptance criteria constraints, project
priorities
What Happens in the Initiation
Process Group?
The statement of The Project
work will be Leader will be
created. selected.

The Project
Stakeholders will
Charter will be
be identified.
developed.

A Cost/Benefit A Feasibility
Analysis will be Study may take
conducted. place.
 Project Sponsor Project Leader
Provides oversight, Facilitates the team
direction and resources process.
to the project.
Project Sponsor Provides the Approval of
the Project Charter.
Leads the project
management process.
vs. Project Reviews and approves Acts as a liaison with the
Manager: What’s the project plan.
Removes project
sponsor and customer.
Monitors project
the Difference? obstacles. progress.
Provides support to the Removes project
Project Manager and barriers.
team.
Project Approval & Facilitation
How Does Your Project Get Approved?
Layers to Consider in
the Approval Process

It is critical to note that many projects get

delayed or put “on the back burner” due to
the approval process. Some levels or
layers to consider are the following:

• Portfolio Management Approval

• Project Charter Approval
• Project Plan Approval
• Execution Stages/Gates Approval
• Change Approval
• Completion Approval
Sample
Project
Approval
Process
Sample Phase
Approval
Process