In this session you will learn: 1. Initiation Process 2. evelop Project Charter 3. Project Statement of Work 4. Business Case & Agreements 5. Expert Judgement 6. Facilitation Techniques 7. Identify Stakeholders 8. Stakeholder Analysis 9. 3 Steps to Managing Stakeholders

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PMP Certification Training
Project Initiation

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Agenda
• Initiation Process
• Develop Project Charter
• Project Statement of Work
• Business Case & Agreements
• Expert Judgement
• Facilitation Techniques
• Identify Stakeholders
• Stakeholder Analysis
• 3 Steps to Managing Stakeholders

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Initiation Processes

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Develop Project Charter
• The process of developing a document that formally authorizes a
project or a phase and documenting initial requirements that satisfy
the stakeholders needs and expectations.

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What is a Project Charter?
• A document that formally authorizes a project or a phase and
documents initial requirements that satisfy the stakeholders needs
and expectations
• Projects are chartered and authorized external to the project

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Why a charter is needed?
• Defines the reason of the project
• Assigns the project manager and his/ her authority level
• Linking the project to the strategy and ongoing work of the
organization
• Helps in starting the planning for the project

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Facts about the project charter
• A must for all projects and/ or phases
• Communicate the project purpose or justification, high level
objectives, project and product requirements and initial risks.
• Should be clear enough, yet broad to a level that the charter doesn’t
change over the project’s life.

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Develop Project Charter

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Project Statement of Work
• A narrative description of products or services to be supplied by the
project.
• References:
• Business need.
• Product scope description.
• Strategic plan.
• For external projects, provided by customer as part of a bid
• document.
• For internal projects, provided by sponsor or initiator.

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Business Case & Agreements
• Business Case:- A document that provides necessary information from
a business perspective on whether or not the project is worth the
investment
• Agreement Kinds:-
MoUs
SLAs
Letters of Agreement
Letters of Intent

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Expert Judgment
• Stakeholders.
• Consultants.
• Industrial groups.
• Professional and technical associations.
• Other units within organization.
• Subject matter experts (SMEs)
• Project management office (PMO)

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Facilitation Techniques
• Brainstorming
• Conflict Resolution
• Problem Solving
• Meetings

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Contents of project Charter
• Purpose or justification
• Project Description
• Project and Product Requirements
• Acceptance Criteria
• Initial Risks
• Summary Milestones
• Estimated Budget
• Project Manager Authority Level
• Approval Requirements
• Name & authority of the person(s) authorizing the
project charter

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Identify Stakeholders

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Identify Stakeholders

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Stakeholder Analysis
• The process of systematically gathering and analyzing quantitative and
qualitative information to determine whose interests should be taken
into account throughout the projects.

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3 Steps to Managing Stakeholders
• Identify Your Stakeholders
• Prioritize Your Stakeholders
• Manage Your Stakeholders

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1- Stakeholder Identification
• Identifying all stakeholders impacted by the project and documenting
relevant Information regarding their interests, involvement, and impact
on the project success.
• It is essential to identify all stakeholders to increase the likelihood of
project success.
• Should be done as early as possible.
• Identify Their Purpose
• Enables the project manager to focus on the relationships necessary
to ensure the success of the project.

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Stakeholder Register
• The Stakeholder Register is used to identify those people and
organizations impacted by the project and document relevant
information about each stakeholder.
• Includes all details related to the identified stakeholders.
• Identification information: Name, organizational position, location,
role in project, contact information.
• Assessment information: Major requirements, main expectations,
potential
influence, phase.
• Stakeholder classification: Internal/ external, supporter/ neutral/
resistor, etc.

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2-Prioritize Your Stakeholders
• Identify the potential impact or support each stakeholder could
generate
• Classify them according to:
1.Power/Interest Grid
2.Power/ Influence Grid
3.Influence/ Impact Grid
4.Salience Model

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Power/Interest Grid

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3: Assess Your Stakeholders
• Anticipate how key stakeholders react in different situations, in order to
plan how to influence them to enhance their support and mitigate
potential negative impact.

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Topics to be covered in the next session
• Develop Project Management Plan
• Plan Scope Management
• Collect Requirements
• Requirements Documentation
• Define Scope
• Create WBS
• Plan Schedule Management
• Define Activities
• Sequence Activities
• Estimate Activity Resources
• Estimate Activity Duration
• Develop Schedule

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Thank you!