A Unified Framework for Governing and Managing Initiatives
of Any Size and Type

A Unified Framework for Governing and Managing Initiatives of any Size and Type

1. The Need to Change

2. Initiative Selection

Initializing Activities

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3. Define Stakeholders and Establish the Organizational Structure

4. Identify Which Part of the Problem or Opportunity the Initiative Will Address

5. Define Purpose and Goal

6. Elicit High-Level Business Requirements

7. Select the Strategy and Draft a High-Level Roadmap or Timeline

8. Identify the Goal Deliverable, its Components and the Outcome

9. Define Success Criteria

10. Identify High-Level Risks, Assumptions and Constraints

11. Integrate the Initializing Reference and Obtain Sponsor Approval

12. Inform Stakeholders About the Initializing Reference and Hold a Kickoff Meeting

Planning Activities

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13. Elicit Management Requirements, Revisit Assumptions and Constraints

14. Define SMART Objectives Leading to the Goal

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