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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