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Create a fully-featured set of project initiation and planning processes. This phase will take you through the following activities:

  • Create initiation processes to keep sponsors and stakeholders engaged during the project lifecycle.
  • Develop planning procedures to ensure feasibility and quality.

During this phase, you will review a standard operating procedure (SOP) for project initiation and planning and customize it for your organization. This phase also contains Info-Tech’s suite of tools and templates for project initiation and planning, intended to be used in conjunction with the SOP.

Use this phase as part of the full blueprint, Tailor Project Management Processes to Fit Your Projects.

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Tailor Project Management Processes to Fit Your Projects

Spend less time managing processes and more time delivering results.

Solution Set Steps

  1. Start here – read the Executive Brief
  2. Lay the groundwork for project management success
  3. Build a lightweight project management process for small initiatives
  4. Establish a standard process for initiating and planning medium-to-large projects
    • Tailor Project Management Processes to Fit Your Projects – Phase 3: Establish Initiation and Planning Protocols for Medium-to-Large Projects
  5. Establish a standard process for executing and closing medium-to-large projects
  6. Implement your project management SOP


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