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Project Management - Initiation

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Defined by the Project Managers Institute as:

  "recognising that a project or phase should begin and committing to do so"  

A project will traditionally start when a sponsor within the business is comfortable that sufficient drivers exist to either deliver a new process, to change an existing one or, occasionally to cease a process.

The sponsors first step is to appoint a Project Manager and it is IT Bites belief that such an action immediately defines a fundamental principle that should guide the project throughout its life-cycle - the recognition of Strategic and Operational relationships. By this, the project must, throughout its structure, have clearly defined decision makers (Strategic) and "doers" (Operational). Such a model will cascade through the structure because at different levels, individuals may be strategic and at others operational. For instance, in the sponsor/project manager relationship the sponsor is strategic and the P/M is operational. However, to members of the Project Team, the P/M will be strategic in that decision making may very well be undertaken at that level.

The appointment of the P/M sees the point at which the project is officially launched, because at that point time and money are likely to be committed. The next steps are:

bulletDesign and appointment of Project Management Team
bulletCreation of a Project Brief
bulletAgreement on approach to be used
bulletCreation of a plan where the project itself will be properly planned (often called the Initiation Stage)

Initiation also formally recognises the launch points of both project and stages or phases within it and sign-off and notices that accompany it. For example, project launch may be accompanied by a Project Notification to senior management. Stage launch will usually be accompanied by a project plan that has been agreed by project governance body.

In Prince 2 terms, Initiation corresponds to the Project Start Up (SU) and Direct a Project (DP) processes.


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