The document provides an overview of the key processes for initiating a project, including developing strategies for risk, configuration, quality, and communication management, setting up necessary documentation and controls, refining the business case, and assembling a project initiation document. It outlines 9 steps for initiating a project, describing the tasks and documentation required for each step. The final step is to request approval to deliver the project by assembling the project initiation documentation.

1. 3
57086
Contract and Project Management
David Sowden, The University of Hull

2. 3
57086
Contract and Project Management
Introduction to Processes -
Initiating a project
David Sowden, The University of Hull

3. Overview
• Initiating a Project
– Fundamental principles
– Contexts
– Process description
– Planning Quality
– Planning a Project
– Refining a Business Case and Risks
– Setting up controls
– Setting up files and records (Evidence)
– Assembling a Project Initiation Document
3

4. Initiating
a Project
Directing
a Project
4

5. Relationships
of Processes
Initiating a
Project
Managing
a Stage
Boundary
Starting
Initi
Directing a
Project End
atin
a Project
g
a
Controlling
Closing a a Stage
Project
Proj
ect
Managing
‘Product’
Delivery
5

6. THE B
Initiating a Project
AS ICS
Reassess the
risks Expand the
Plan the Business Case
project
Identify how
Plan how the products will
right quality of be controlled
‘product’ will
be produced
Set up the
Prepare to get necessary
approval for controls for
the project the project
6

7. Icons
Guidelines - Rules, Policies,
instructions that should be
followed
Resources - tools, systems
or materials required to
complete a task
7

8. Initiating a Project (1)
Project Prepare the Risk
initiation Management
approved Strategy
Lessons Log
Daily Log
Project Brief
8

9. Initiating a Project (2)
Risk Management Prepare the Configuration
Strategy prepared Management Strategy
Create Configuration Item Records Daily Log
Create Issue Register Lessons Log
Create Configuration Management Project Brief
Strategy
Update Project Plan Risk Register
9

10. Initiating a Project (3)
Configuration Management Prepare the Quality
Strategy prepared Management Strategy
Create Previous Lessons Reports Project ‘Product’
Description
Create Quality Management Strategy Lessons Log
Create Configuration Management Project Brief
Strategy
Update Project Plan Risk Register
Issue Register
10

11. Initiating a Project (4)
Quality Management Prepare the Communication
Strategy prepared Management Strategy
Create Project Controls Lessons Log
Project Brief
Risk Register
Issue Register
Configuration, Risk and Quality
Management Strategies
11

12. Initiating a Project (5)
Communication
Management Strategy Set up the project controls
prepared
Create Project management team Lessons Log
structure
Update Project Plan Project Brief
Update role descriptions Project approach
Issue Register
Project ‘Product’
Description
12

13. Initiating a Project (6)
Project controls set up Create the Project Plan
Update configuration item Lessons Log
Records
Update project management team Project Brief
structure
Create Project plan Project approach
Issue Register
Project ‘Product’
Description
13

14. Initiating a Project (7)
Project Plan created Refine the Business Case
Create Benefits Review plan Risk Register
Create a detailed Business Plan Project Brief
Outline of Business
case
14

15. Initiating a Project (8)
Assemble the Project
Business Case refined Initiation Documentation
(PID)
Project Brief
Project approach
Project definition
Detailed Business Case
Configuration Management Strategy
15

16. Initiating a Project (9)
Request to deliver
a project
Directing a Project
section 4
Stage boundary
approaching Managing a Stage Boundary
section 7
16

17. TASK
Review your project
initiation paperwork

18. CHEC
Have lessons from previous similar project been identified and , where appropriate, have they been applied?
K
Has the Risk Management Strategy been defined and documented?
Has the Risk Register been set up and populated?
Has the Configuration Management Strategy been defined and documented?
Have the initial Configuration Item Records been set up?
Has the Issue Register been set up and populated?
Has the Quality Management Strategy been defined and documented?
Has the Quality Register been set up and populated?
Has the Communication Management Strategy been defined and documented?
Have the project controls been determined and established?
Has the Project Plan been created?
Has the project management team structure been updated to reflect any new roles, or changes of responsibilities?
For new appointments, do role descriptions exist, and those appointed have they accepted?
Has the outline Business Case been refined into a detailed Business Case?
Has the Benefits Review Plan been created?
Has the Project Initiation Documentation been assembled?