The Initiation Phase is the first official phase of a project. A number of project management-related tasks must be completed in this phase that set the stage for the rest of the project. The major tasks include, but are not limited to:
- Confirm funding source
- Assemble the project team
- Prepare high-level business and functional requirements
- Update the project risk assessment
- Establish a Project Steering Committee.
With regards to Security and Privacy, at this time the client should be completing the Security Assessment Questionnaire, and a member of the Security team is invited to the project kick-off meeting.
The Compliance team also has a role to play at this stage by ensuring that the accessibility requirements are validated, and a policy review is conducted.
To facilitate the completion of these and other tasks, the Project Manager must complete the ITS PMO Gate 1 – Initiation Checklist, and submit it to the Manager, PMO for approval to proceed to the next phase, Planning.