The Initiate stage of the project may happen soon after the Concept stage or there may be a time lag. If a significant time lag has occurred since the Concept stage, the PMO will check with Client & Vendor Services (C&VS) to see if the Concept Estimate, Preliminary Scope Document and Business Case are current. If considerable time has passed and / or project variables have changed, the Concept deliverables may need to be updated by C&VS, the Planning Group may need to meet to review / validate again and the project sizing calculator re-run / validated. Once C&VS and the Planning Group confirm the Concept source documents and Estimate are valid, the Initiate stage can proceed.
In this stage of the project the PMO creates a Project Initiation Document (PID). The PID provides background information on the proposed project (including the embedding of the Business Case and Preliminary Scope Document), and includes the names of key resources from other OCIO branches that the PM will need to consult with throughout the life of the project.
The PMO will also use the afore mentioned project size to generate the Preliminary Deliverables Matrix. The Preliminary Deliverables Matrix is the list of deliverables which the PMO has deemed “mandatory” for a particular project. This list will be given to the PM (once one has been assigned, typically in Plan-for-Analysis stage) who will then be expected to reference this list consistently throughout the life of the project. This list will also be used by the PMO when conducting their Quality Assurance Checkpoint(s) at various stages of the project.
- Project Initiation Document (PID) Template (156 KB) Updated: 2017-12
Note: PMs should review their project’s Deliverables Matrix to understand which of the above deliverables are mandatory for their project (deliverable requirements are dependent on project type, size, etc.). The Preliminary Deliverables Matrix is initially completed by the Project Management Office (PMO) in the Initiate stage and PMs should request the PMO complete the Finalized Deliverables Matrix at the end of the Analysis stage (in the event the project type and/or size has changed). PMs are also encouraged to contact the PMO if they feel a deliverable listed as mandatory is not relevant (e.g. eligible for an exemption).
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