Phase 1 - Project Initiation Phase |
| Activity | Download Template | Roles |
| 1.1. Project Scoping & Briefing Process |
| 1.1.0 Start Proposal | | AM |
| 1.1.1 Project Scoping Workshop (optional) | Project Scoping Guidelines | AM, BA, Client,PM (Optional) |
| 1.1.2 Decide on System Definition Approach (optional) | | AM, PM, BA |
| 1.1.3 Prepare Scope Statement (optional) | Statement of Scope | BA |
| 1.1.4 Approve Scope & Send to Client (optional) | | AM |
| 1.1.5 Review & Approve Scope (optional) | | Client |
| 1.1.6 Complete Proposal | | AM |
| 1.1.7 Client Reviews & Accepts Proposal | | Client, AM |
| 1.1.8 Send Appropriate Contract | | PM |
| 1.1.9 Review, Sign & Return Contract | | AM |
| 1.1.10 Update Project Status & File Contract | | Contract Manager |
| 1.1.11 Complete Project Brief | Project Brief | AM |
| 1.1.12 Walkthrough Project Brief | | AM, PM |
| 1.2 Project Set Up & Planning Process |
| 1.2.1 Set Up Job in the Project Management System | | PM |
| 1.2.2 Set Up Issues List in Issue Management System | | PM |
| 1.2.3 Set Up Project Folders | Project Directory Structure | PM |
| 1.2.4 Schedule & Confirm Project Kick Off Meeting | | PM, AM |
| 1.2.5 Plan Kick Off Meeting | Kick Off Meeting Presentation | PM |
| 1.2.6 Start Project Plan | Project Plan / Project WBS/Schedule | PM |
| 1.2.7 Project Kick Off Meeting | | PM, BA, Client, AM, Creative Designer |
| 1.2.8 Complete System Definition Phase | | |
| 1.2.9 Finalise and Issue Project Plan | | PM |
| 1.2.10 Review & Approve Project Plan | | PM, Client |
| 1.2.11 Update Project Schedule for Milestone | | PM
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