Project Management

Initiating the Project

Hanan Rajab Najma 246
Mohammed S Elkadiki 238

1
 Outlines
• Definiteion
• Activities
Business Case
Feasibility Study
Project Charter
Team Assembly
Project Office Setup
Review

• Summary
2
 Definition

• Project initiation is the first phase of a project’s life cycle.

• It is at this point where the opportunity or reason for the project is

identified and a project is developed to take advantage of that
opportunity.

• It is during this phase of the project that a team is assembled, and a

business case is created to define the project in detail.
3
Activities

4
 Business Case

• A business case is used to explain the reason for starting a project.

• The business case shows how the use of financial and other
resources are in support of a business need.

• It deals with the business concerns of the project, and it needs to be

comprehensive.

5
 Business Case Cont..

• The business case should be easy to understand, clear, logical and

relevant.

• The key aspects need to be tracked, measured and justified.

• There also must be accountability and commitment for the delivery

and costs involved

6
 Structure Of A Business Case
The structure of a business case may follow as such:
Preface
Table of contents
Executive briefing, which includes what the project is, what the results of that project will
be and why it should be undertaken
Introduction explaining the business drivers, scope of the project and financials
Analysis with assumptions, what the costs and benefits will be, including risk
Conclusion noting what the next steps will be
Appendix

7
 Feasibility Study
• Once the business case has been approved, the next step is taking a feasibility study, which
documents potential solutions to the opportunity or business problem that the project is
proposed to address.

• A feasibility study researches the opportunity and documents what is required to complete
a successful project.

• It will also identify any other solutions, if available.

• Risks and issues are outlined, as well as what the proposed solution to each will be if they
occur.

8
 Project Charter

A project charter outlines the purpose for the project and how it will
be structured and executed.

The vision, objectives, scope and deliverables for the project are all
detailed in the project charter.

Responsibilities for the project team and stakeholders are also

described.

9
 Project Charter Cont..

The Project Charter defines the project's main elements

• Project goals

• Project constraints and Problem statements

• Assign project manager

• Stakeholder list/register

• High-level schedule and budget

• Milestones

• Approvals

10
Project Charter Template Sample

11
Stakeholder Register Template Sample

12
 Team Assembly

Creating a project team requires defining the roles for each member as
clearly as possible to keep the work flowing smoothly. This begins by:

• listing all the responsibilities for a position and who the person in
that role will be reporting to.

• Making a detailed organizational chart can help.

13
 Team Assembly cont...

• Listing the skills and experience needed for each position, makes it
easier to fill that position.

• It’s also helpful to note if there are any qualifications required.

• Of course, a performance criterion, salary and working conditions

must also be defined.

14
 Project Office Setup

• A project office is a physical space in the office or work site where the
project manager and support staff are located during the project.

• It houses the communications infrastructure and whatever tech is

needed for the project

15
 Project Office Setup cont...

• The first thing to do is figure out where the project office should be, and
then make sure that the infrastructure there is properly set up with the
right project management office tools and equipment

• Now it is time to outline the roles and responsibilities of those in the

project office and determine what the proper standards and processes are.

• At this point, the project office can provide services to the projects under its
care
16
 Review

• The last step in the Project Initiation phase is the completion of a

Phase Review.

• This review is undertaken to determine whether all the planning

activities and tasks have been successfully completed and to request
approval to proceed to the Planning stage of the project

17
Summary Project Initiation Activities include

18
 References
• Projectmanager.com : Project Initiation
https://www.projectmanager.com/blog/project-initiation

• Projectmanager.com : 5 Steps To Protect Project Initiation

https://www.youtube.com/watch?v=SLYWKAdq7j8

• Guru99 : Phases of Project Management Life Cycle

https://www.guru99.com/initiation-phase-project-management-life-cycle.html#1

• Mind-Tools : Project Initiation Documents

https://www.mindtools.com/pages/article/newPPM_85.htm

19