1. Initiating a Project

2. Module Objective After completing this Module you will be able to
Explain the Project Management Processes
Describe the initiation Work flow
Explain the project creation process in PS9
Describe the best practices and common errors committed by the PM

3. What is Project Initiation?
Initiation involves transfer of project scope from the customer to the solution provider.
The transfer usually takes place through a systematic Request for Proposal(RFP) and RFP response process.
Solution Provider’s Role in the initiation process includes,
Developing response to the RFP
Negotiating for commercials
Acquiring the project
After the project scope id transferred from the customer, the project gets initiated.
RFP provides an overflow of what the customer wants from the solution provider to accomplish in the given timelines. RFP response from the solution provider provides a comprehensive solution to meet customer requirements. RFP also provides advance notice to the solution provider to prepare for the project.

4. Sales to delivery Handover
Project Initiation Phase
The project initiation phase involves starting up a new project. One can start a new project by defining its objectives, scope, purpose, and deliverables to be produced.
Planning
Initiation Process
Sales to delivery Handover

5. Initiation Work Flow LOI, Signed off Contract/SOW,MSA,PO
Start
Identify Project Manager
Project Creation
Conduct Commitment/Contract Review
Prepare Concept Note and Review (for internal Project)
Resource/Service Requests & fulfillment Travel/WP/Visa request
Identify Customer Infrastructure and requirements
OMG conducts Project critically Assessment
Project Manager fills project Initiation checklist
Notify Customer
Notify TIM

6. Project Creation in PS9 Start Stop Reject 30 Days grace period without
PM fills/Updates the Critical Fields
Program manager approval
Auto mailer to PM and Program manager
IBU Head Approval
Project Created (P4 Stage)
SOW/PO Available?
Grace Period (Auto Process)
PM/PMO uploads SOW/PO and Updates the other Fields
Linking SOW/PO by Finance Ops team
Qway Approval
Project Creation Cycle Completed (P5 Stage)
Stop
Reject
Approved No
30 Days
grace
period
without
SOW/PO
Rejects
Yes
Alert mailer 5 days prior to be sent to PM, prg mgr of PO/SOW not available.
Deviation approval as below:
30-60 IBG DH approval (25th day alert)
60-90 Cluster head (65th day alert)
>90COO (85th day alert)
Auto Generate mail to PM, Prg Mgr, IBU DH, QC intimating the completion of project creation cycle
Flow with supporting document available (SOW/PO/TO/LOI)
Project Creation in PS9

7. PM’s Perspective on Initiation
During Initiation, the PM:
Needs to have a big picture view
Connects with all stakeholders and has a positive start
Engages the customer along with the team.
Implements smooth on boarding by setting expectations with stakeholders.
Creates artifacts like reusable induction kit

8. Document on BMS Objectives Document name: Initiate Project Procedure
Document Description
Initiate Project Procedure document describes the steps for initiating any new project.
Objectives
To establish a common understanding and commitment between all stakeholders on the project scope and requirements as early as possible.
To ensure that all preparations are completed for planning and execution of the project.
To identify all the risks involved and plan for risk management.
To view the contract, setup project in PS9 and resources to the project