For a project of any appreciable size, the Initiating a Project process involves many decisions and a considerable amount of work.
It makes no sense for Project Board members to stand back and wait for completed Project Initiation Documentation to be submitted.
The Project Manager and others involved in planning must have confidence that the evolving plans are based on an accurate understanding of the Project Board’s wishes and objectives.
It is essential that Project Board members are available for consultation, and that members’ informal approvals of the emerging strategies and plans are carefully considered.
The aim should be that there are no surprises when the Project Initiation Documentation is finally assembled and submitted.
If Project Board members fail to communicate effectively - with each other and/or with the Project Manager and others involved in planning - initiation can be fraught with false starts, disagreements, waste and rework, getting the project off to a poor start, with obvious effects on morale.
It is really only after the project has been authorized that the Project Board members can begin managing by exception.
Initiation workshopsWorkshops or ‘kick-off meetings’ can be very useful during project start-up and initiation.
They help with team-building and exchanging viewpoints, not least about the best way to tailor PRINCE2®.
Documentation templates may be useful as a means to record information and decisions thoroughly and consistently, but they cannot simply be ‘filled out’ to create a plan.
Sound initiation requires extensive communication, and workshops are a speedy and efficient use of time.
Project Board members should give priority, wherever possible, to attending.
Project initiation (or definition) workshops may be focused on defining the roles and responsibilities of participants in the project management team and/or on project scope and approach (where PRINCE2’s product-based planning technique can be exceptionally useful for communication purposes).
Project Board members should resist the temptation to pressurize the Project Manager into submitting plans quickly - unless there are really legitimate reasons for doing so.
Projects are frequently labelled ‘urgent’ simply as a form of motivation to get things done quickly or to please the customer with a rapid response.
All too often this leads to:
If the pressures on time [see 'The Complete Time Management package'] really are valid, say to meet a legislative deadline, Project Board members should encourage the Project Manager to highlight the attendant risks in plans and, where possible, formulate effective countermeasures.
This approach results in a more mature dialogue with customers and users and a potentially better business relationship.
All references above are in Directing Successful Projects with PRINCE2 unless stated otherwise.