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A Project Manager's Book of Forms: A Companion to the PMBOK Guide, 5th Edition by Cynthia Stackpole Snyder

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Chapter 1

Initiating Forms

1.0 INITIATING PROCESS GROUP

The purpose of the initiating process group is to authorize a project, provide a high-level definition of the project, and identify stakeholders. There are two processes in the initiating process group:

  • Develop Project Charter
  • Identify Stakeholders

The intent of the initiating process group is to at least:

  • Authorize a project
  • Identify project objectives
  • Define the initial scope of the project
  • Obtain organizational commitment
  • Assign a project manager
  • Identify project stakeholders

As the first processes in the project, the initiating processes are vital to starting a project effectively. These processes can be revisited throughout the project for validation and elaboration as needed.

The forms used to document initiating information include:

  • Project Charter
  • Stakeholder Register
  • Stakeholder Analysis Matrix

These forms are consistent with the information in the PMBOK® Guide—Fifth Edition. Tailor them to meet the needs of your project by editing, combining, or revising them.

1.1 PROJECT CHARTER

The project charter is a document that formally authorizes a project or phase. The project charter defines the reason for the project and assigns a project manager and his or her authority level for the project. The contents of the charter describe the project in high-level terms, such as:

  • Project purpose or justification
  • High-level project description
  • High-level requirements
  • Project objectives and related success criteria
  • High-level ...

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