Project Initiation Workshop

<Project Name>

Produced By <Author>

Project Initiation Workshop

• Introductions

• Participants - Concerns &

Expectations

• Workshop Rules & Roles

• Workshop Objective

• Project Overview

• Project Organisation

• Project Approach

• External Dependencies &

Constraints Assumptions, Risks

& Issues

• Communications Plan

• Business Continuity

Considerations

• Financial Considerations

• Next Steps

• Summary & Close

Agenda

Project Initiation Workshop

• Introductions

Introductions

Project Initiation Workshop

Workshop

Participants - Expectations

Project Initiation Workshop

Project

Participants - Concerns & Expectations

Project Initiation Workshop

• Workshop Rules

• Switch mobile phones off

• Do ask questions

• Do challenge

• Do let everyone have their say and

do not interrupt

• Only one conversation at a time

Workshop Rules & Roles

• Workshop Roles

• Owner

• Facilitator

• Time Keeper

• Minutes Taker

Project Initiation Workshop

• To communicate the purpose of the project and expected benefits

• To clarify project goals, objectives and critical success factors

• To clarity project organistion structure

• To clarify project roles and responsibilities

• To clarify project approach and control mechanisms

• To clarify/identify external dependencies

• To identify main risks and issues

• To identify key stakeholders and communication plan

To commit to the success of the project

Workshop Objective

Project Objective

Project Initiation Workshop

Project Purpose

Project Background

Project Initiation Workshop

Benefits

• Financial

• Customer

• Business Process

• Learning & Growth

Goals and Objectives

Critical Success Factors

Project Scope/Out of Scope

Project Objective

Project Initiation Workshop

Organisation Chart

Project Initiation Workshop

Project Sponsor

• The Project Sponsor takes overall responsibility for the Project and resolving

any escalated issues.

• The Project Sponsor also chairs the Steering Group meetings, which is the

governance body for the Project.

Steering Committee

• The main purpose of the Steering Committee is to ensure alignment with

strategic direction and that the project remains viable throughout it’s lifecycle.

• This is the governance body for the project. This may be delegated to an

independent group or individual but not the project manager.

Project Manager

• Responsible for the day-to-day running of the project within the constraints

agreed by the Steering Committee.

Roles and Responsibilities

Project Initiation Workshop

PMO

• Works directly with Project Manager and Project Executive to ensure that the

project is being managed effectively to deliver to the agreed time, cost and

quality requirements. Provides UK governance executives with visibility into

project progress. Ensure that the appropriate cost-authorisation is obtained for

each stage of the project.

Workstream\ Work package Leaders

Subject Matter Experts

• Provides subject matter support to project and workstream/ work package

teams.

Roles and Responsibilities

Project Initiation Workshop

• Project Strategy/Overview Plan

• Work methods/approach

• Product Breakdown Structure/ Product Flow Diagram

• Project Controls

– Governance

– Project tracking

– Progress meetings

– Progress reports

Project Approach

Project Initiation Workshop

External Dependencies & Constraints

Project Initiation Workshop

• Business risk

• Financial risk

• Technical risk

• Critical Resources

Assumptions, Risks & Issues

Project Initiation Workshop

• Stakeholder matrix

Communications Plan

Project Initiation Workshop

Business Continuity Considerations

Project Initiation Workshop

• High level - Costings

Financial Considerations

Project Initiation Workshop

Next Steps

Project Initiation Workshop

• Review of Workshop Expectations (Did we meet Participants

expectations?)

Project Initiation Workshop

Summary Action points

Summary & Close