Initiation

The initiation phase is carried out in any case, regardless of the approach subsequently chosen. It creates a defined starting position for possible solution development and the subsequent project closure. It ensures that the set objectives are aligned with the organization's requirements. The project foundations and execution order are drawn up.

  1. Based on the project initiation order, the project sponsor releases the resources for the initiation phase. The project sponsor commissions the project manager to carry out the initiation phase.
  2. From the perspective of project management, the initiation phase is always handled using the traditional approach. Agile tools can nevertheless also be used.
  3. The study is compiled.
    1. The work starts with an initial status report, objectives, and rough requirements.
    2. The solution options are drawn up. The solution options are described in such detail that they can be evaluated in a comprehensible and transparent manner.
    3. The project and operational risks are determined.
    4. In parallel with the study, the legal basis analysis and the protection needs analysis are drawn up and included in the decision.
    5. It is further defined and documented in a comprehensible manner how to proceed within the framework of each solution option: either traditional or agile.
    6. The decision on next steps is made.
  5. A procurement analysis is carried out in parallel to the study for any procurement of a product or a system.
  6. The scenario suitable for the solution development is selected and customized as needed.
  7. Based on the chosen option and the approach, the project management plan and execution order are drawn up and compared with the strategies, specifications, and overriding objectives of the core organization. Stakeholder interests are analyzed and conflicts of interest are resolved.
  8. If an agile approach is taken, it is set out whether the optional decision on release is required in the project.
  9. The decision on execution release is made and the execution order is signed. The release is carried out by the core organization and the sponsor.

At the end of the initiation phase, a check is carried out to see whether it is wise to release the project; if so, the decision on execution release is made. Possible reasons for termination include lack of economic efficiency, excessive risks, infeasibility, legal or political concerns, and lack of alignment with the objectives, strategies, and priorities of the organization.