The first Project Management Process is Project Initiation. It contains two major tasks, each with multiple requirements to achieve. Once complete the next step can begin.
Project Initiation tasks include:
- Writing / Developing Project Charter
- Defining the Preliminary Project Scope
Writing / Developing a Project Charter
First, we try and answer the question “what do we want?”. To do so, a general statement of the projects objective/intention is discussed, put into writing where it is then revised and then finalized.
This statement must adhere to S.M.A.R.T. goal setting parameters: Specific, Measurable, Attainable, Relevant, and Timely. If it can’t… well then it’s not really a project it’s something else entirely.
Once we nail the statement, it shouldn’t change at any point after its finalization. To do so would require initiation of a new project because every piece of planning and process that is to follow depends upon the first step of knowing what it is we’re trying to do.
Once the statement of intent is complete and agreed upon by all parties, the following we answer these questions with the following processes:
- What will accomplish our statement of intent?
- Identification of Objectives, Goals, and Required Tasks
- How will we achieve our Objectives, Goals, and Required Tasks?
- Develop Basic Strategies and Plans
- Is there
anywaywe can get this done faster?
- Research Previous Examples, Experienced Persons, Etc.
- Codify Project Charter
Defining the Preliminary Project Scope
Since defining what we want it to be is the first step, we then work to define what it is we’re not doing, or in other words, limiting the scope of the project itself.
This is done with the following procedures:
- Schedule the execution of tasks, define project milestones, and specify final deliverable files and assets. Also, identify “critical” or interdependent tasks that must proceed before one another.
- With the schedule in hand costs and benefits can be defined. Price estimates can be solidified.
- Finalize the various to-do lists and check it over once or twice.
- Finalize Scope Statement.
Once these two steps are complete and everyone’s on board with the process, then the next step can proceed. Planning from the technical side of things, budgets, allocation or the acquisition of resources.