Activity: Complete Project Initiation Meeting
Meet with the customer to understand their delivery and scope expectations and whether they are ready for the implementation
DescriptionWork Breakdown StructureTeam AllocationWork Product Usage
Purpose
  • Understand the customer’s project delivery expectations and scope expectations.

· To confirm that this project is supported by a business case and a project charter

· To agree with the customer what methodology will be used to deliver this project

· To ensure that the customer is ready to begin this project

  • Introduce initial IBM team to customer and establish working relationship, procedures, mutual expectations, etc.
  • Carry out a project readiness assessment for the project and identify any high-level business or technical issues that may interfere with the project’s success.
  • Assess customer willingness to act as a marketing reference if established project success/acceptance criteria are achieved
Relationships
Parent Activities
Usage
Usage Guidance

Process Steps

  • Review scope and expectations with customer.
  • Conduct project readiness assessment analysis.
  • Obtain and review business case and project charter with customer.
  • Review methodology with customer.
  • Complete project initiation checklist.
Key Considerations

Inputs

  • Transferred knowledge from pre-project work team to project delivery personnel

Outputs

  • Completed Meeting agenda and minutes
  • Project Initiation checklist
    • This checklist should be filled out as completely as possible at this stage. Many of the sections will not be addressed until later in the project.
  • Completed Meeting manager checklist
  • Completed Project readiness assessment
  • Completed Project charter
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