There are only two processes in PMI's Initiating process group: this one, develop project charter, and identify stakeholders. These identify at a high level what the project will produce and who needs to be involved or considered, including the sponsor.
The project charter authorizes the project, identifies key aspects of the project and is an input to multiple other components of project management.
During early phases, like this one, it may be useful to review the lessons learned from previous projects, which are part of the organizational process assets. This way the project can benefit from knowledge gained in earlier projects.
According to the PMBOK, this activity has the following characteristics:
|Inputs||Tools and Templates||Outputs|
|project statement of work, business case, agreements, enterprise environmental factors, organizational process assets||expert judgment, facilitation techniques||project charter|
Develop project charter: PMBOK, 5th edition, section 4.1
This process flows into 4.2 Develop project management plan, 5.1 Plan scope management, 5.2 Collect requirements, 5.3 Define scope, 6.1 Plan schedule management, 7.1 Plan cost management, 11.1 Plan risk management, and 13.1 Identify stakeholders.
- Develop Project Charter on the PMP Primer site
- Develop Project Charter and It’s Significant Role in Project Management Planning by Saket Bansal, March 14, 2014, iZenBridge.
- Project Charter template on Project Management Docs
- Wikipedia article on Project charter
- PM Study Products lesson on Introduction to the “Develop Project Charter” Process by Eddie Merla, PMP® (PDF document)