{"id":19087,"date":"2021-06-11T00:00:00","date_gmt":"2021-06-11T05:00:00","guid":{"rendered":"https:\/\/blog.planview.com\/project-management-initiation-phase-best-practices\/"},"modified":"2021-06-11T00:00:00","modified_gmt":"2021-06-11T05:00:00","slug":"project-management-initiation-phase-best-practices","status":"publish","type":"post","link":"https:\/\/blog.planview.com\/project-management-initiation-phase-best-practices\/","title":{"rendered":"Project management initiation phase: Best practices"},"content":{"rendered":"<p> <!-- .post-meta --><\/p>\n<p>While every phase of a project is important, the first phase of the project management life cycle is generally considered to be the most critical &#x2013; if something goes wrong early on, the rest of the project will be affected. In fact, many <a href=\"\/\/www.clarizen.com\/blogs\/why-projects-fail.html\">project failures<\/a> can be traced back to mistakes or omissions that took place during the initiation phase.<\/p>\n<p>Getting your project started on the right foot can save a tremendous amount of stress, time and money down the road. Whether you are <a href=\"\/\/www.clarizen.com\/blogs\/project-management-career-right.html\">new to the world of project management<\/a> or are an experienced PM looking to enhance your skills, these strategies will help you stay up to date on industry best practices for <a href=\"\/\/www.pmi.org\/learning\/library\/project-initiation-measurement-laying-foundation-8139\" target=\"_blank\" rel=\"noopener noreferrer\">project initiation<\/a>.<\/p>\n<h5 class=\"l3-heading\"><span style=\"color: #2ba7df\">Start with a Well-Defined Scope Statement<\/span><\/h5>\n<p><img class=\"lazyload\" data-src=\"\/\/media.planview.com\/clarizen\/wp-content\/upload\/2016\/09\/Project-Management-Initiation-Phase-300x174.png\" alt=\"Project Management Initiation Phase\" height=\"174\">While it&#x2019;s not the only element to consider during the initiation phase, your <a href=\"\/\/www.clarizen.com\/blogs\/include-project-scope-statement.html\">project scope statement<\/a> should be your primary focus at the beginning of every project. Your scope document defines the purpose of the project and describes at a high level what different groups of stakeholders will responsible for doing over the course of the project. The elements listed below should be part of every scope document:<\/p>\n<ul>\n<li>A brief description of the business need the project is intended to address<\/li>\n<li>Descriptions of the <a href=\"\/what-are-project-objectives-in-project-management\">project objectives<\/a> and the deliverables that will satisfy them<\/li>\n<li>A list of acceptance criteria that the project deliverables must meet<\/li>\n<li>Any products or services that are specifically excluded from the project<\/li>\n<\/ul>\n<p>Before you move forward, make sure that everyone involved in the project initiation, from sales personnel to senior managers, agree that the scope statement accurately describes the project.<\/p>\n<h5 class=\"l3-heading\"><span style=\"color: #2ba7df\">Identify Project Stakeholders<\/span><\/h5>\n<p>Your scope statement will likely name <a href=\"\/\/www.clarizen.com\/blogs\/stakeholders-project.html\">project stakeholders<\/a> using company names, department names and other general terms. Before work truly begins, try to identify the specific people (or at least specific roles or job titles) who will be working on the project, as well as those who will be approving or monitoring project tasks as they proceed. Some PMs find it helpful to collect the contact information of stakeholders at this time.<\/p>\n<div id=\"content-cta\">\n<div id=\"content-cta-text\">Increase your business agility with Planview AdaptiveWork&#x2019;s project management software<\/div>\n<div id=\"content-cta-button\"><a href=\"https:\/\/www.clarizen.com\/resource\/product-tour\/?refer=blogpost\">Take a Product Tour<\/a><\/div>\n<\/div>\n<p>Typically, project managers should identify the roles and responsibilities of the following types of stakeholders:<\/p>\n<ul>\n<li>Executive sponsors and other key leaders<\/li>\n<li>Project and portfolio managers from each organization involved in the project<\/li>\n<li>Vendors or internal teams who will be completing deliverables<\/li>\n<li>Any other groups (employees, customers, business partners) who will not be actively involved in the project but need to be informed about it.<\/li>\n<\/ul>\n<h5 class=\"l3-heading\"><span style=\"color: #2ba7df\">Ensure Resource Availability<\/span><\/h5>\n<p>Project managers at large organizations often struggle to find team members who have the right skill sets and are available at the right time. Using a robust project and <a href=\"https:\/\/www.clarizen.com\/work\/strategic-portfolio-management\">portfolio management solution like Planview AdaptiveWork<\/a> can take the uncertainty out of resource availability by helping you view current and future allocations across the entire company. The sooner you know about potential problems with availability, the easier it will be to adjust your project plan and set your project on the path to success.<\/p>\n<p><\/p>\n<div class=\"client-logo\"> <a href=\"https:\/\/www.clarizen.com\/customers\/\" title=\"Siemens Energy\"><img class=\"lazyload\" data-src=\"https:\/\/media.planview.com\/clarizen\/wp-content\/upload\/2020\/08\/siemens_energy-200x100.png\" alt=\"Siemens Energy\"><\/a> <a href=\"https:\/\/www.clarizen.com\/customers\/\" title=\"IIROC Success\"><img class=\"lazyload\" data-src=\"https:\/\/media.planview.com\/clarizen\/wp-content\/upload\/2020\/07\/IIROC_logo-200x100.gif\" alt=\"IIROC Success\"><\/a> <a href=\"https:\/\/www.clarizen.com\/customers\/\" title=\"Financial Services Institution\"><img class=\"lazyload\" data-src=\"https:\/\/media.planview.com\/clarizen\/wp-content\/upload\/2020\/04\/FINANCIAL-SERVICES-IMG-200x100.jpg\" alt=\"Financial Services Institution\"><\/a> <a href=\"https:\/\/www.clarizen.com\/customers\/\" title=\"M Squared\"><img class=\"lazyload\" data-src=\"https:\/\/media.planview.com\/clarizen\/wp-content\/upload\/2020\/03\/m-squared-logo-200x100.jpg\" alt=\"M Squared\"><\/a> <a href=\"https:\/\/www.clarizen.com\/customers\/\" title=\"Aliancys Success\"><img class=\"lazyload\" data-src=\"https:\/\/media.planview.com\/clarizen\/wp-content\/upload\/2019\/12\/aoc_aliancys-logo-800x400-200x100.jpg\" alt=\"Aliancys Success\"><\/a> <a href=\"https:\/\/www.clarizen.com\/customers\/\" title=\"Bonfiglioli Success\"><img class=\"lazyload\" data-src=\"https:\/\/media.planview.com\/clarizen\/wp-content\/upload\/2019\/11\/bonfiglioli_logo-800x400-200x100.jpg\" alt=\"Bonfiglioli Success\"><\/a><\/div>\n","protected":false},"excerpt":{"rendered":"<p>While every phase of a project is important, the first phase of the project management life cycle is generally considered to be the most critical &#x2013; if something goes wrong early on, the rest of the project will be affected. In fact, many project failures can be traced back to mistakes or omissions that took&#8230;<\/p>\n","protected":false},"author":205,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_editorskit_title_hidden":false,"_editorskit_reading_time":0,"_editorskit_is_block_options_detached":false,"_editorskit_block_options_position":"{}","footnotes":""},"categories":[35],"tags":[],"class_list":["post-19087","post","type-post","status-publish","format-standard","hentry","category-pmo-project-management-organizations"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v26.8 (Yoast SEO v26.8) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Project management initiation phase: Best practices<\/title>\n<meta name=\"description\" content=\"LinkedIn0Share0Tweet0Pin0Email0 While every phase of a project is important, the first phase of the project management life cycle is generally considered to be the most critical \u2013 if something goes wrong early on, the rest of the project will be affected. 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