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.

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