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Pre-Initiating Templates
These template's contain “suggested boilerplate language” and assumes that the document owner will make appropriate additions, deletions, and changes for their project’s specific needs. “Suggested boilerplate language” appears in non-italicized text.
 
Integrated Templates
* Templates integrated with both
Project Management and Business Transition Management methodologies *


 
Initiating
 
 
The assessment determines if the risks associated with the work warrant managing the request as a project and how much project management rigor will be applied. In addition, business transition criteria.  
 
The proposal to make a change, the problem it solves, the value to the business and how that value will be measured, what is the final solution, how much will it cost, and what are the risks.
  DAS website provides training on how to build a Business Case, templates and worksheets, including agency & other resource listings.   
  The business case aims to inform decision makers of costs, benefits, timelines, risks, and returns on an investment of resources (personnel, time, money) necessary to address a problem or opportunity.
  The Business Transition (BT) Pre-Initiating Checklist should be utilized at the end of the Pre-Initiating Process. Use it to evaluate whether or not the Pre-Initiating activities for Business Transition Management have been completed and the BT resource is ready to move on to the Initiating Process of the project.
  This document describes the current business in as detailed as possible terms the business function, functional processes, process activities, and activity inputs and outputs.
  This document describes the future business in as detailed as possible terms the business function, functional processes, process activities, and activity inputs and outputs.
  In the Pre-Initiating phase the Gap Analysis between the Current State and Future State is generally high-level and serves as validation of the Business Case.
  This impact assessment works in conjunction with the transition complexity and risk study.
  The pre-initiate phase and is used to determine a readiness to start the project.   
  The business transition and technical complexity assessment trend scores are used in a mathematical model to calculate the standard ROM estimate for the project.
 

Project Phases

Pre-Initiating
Initiating
Planning
Executing
Controlling
Closing
Operations and Maintenance
 
Page updated: June 17, 2009

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