Initiate phase

Phase 1 of 5

In the initiate phase, you start the project with a strong foundation by assembling a cross-functional project team aligned on the project's purpose, business values and preliminary scoping.

To complete this phase, meet the 4 objectives below by following their suggested activities.

Objectives and activities

Identify the problem area

Using performance data and top task survey results will help you to quickly, accurately, and confidently identify and prioritize the problem area.

  • Performance data analysis In development

    Gather and analyze web analytics, search analytics, call driver data, page feedback and UX testing research data

  • Major issues In development

    Explore related top tasks and task survey results, and prioritize major issues

Understand business needs

Your project must have business value to be funded and supported. Business needs are just as important as user needs in creating useful and viable products.

  • Stakeholder representatives consultation In development

    Consult with stakeholders from all relevant areas, internal and external to the CRA, about business needs

  • Service objectives In development

    Determine service objectives with clear, specific and measurable outcomes that meet business needs

  • Business challenges and constraints In development

    Identify the business challenges and constraints specific to the project

Assemble a unified project team

To successfully create or improve a digital service, you need a project team with expertise in relevant areas and a common understanding of the project.

Determine project parameters

To manage your project and make timely, effective and efficient decisions through all project phases, you need to set project boundaries, establish deadlines, and define how you will measure success.

  • Preliminary project scope In development

    Work with the project team and stakeholders to determine the preliminary scope of the project

  • Project timelines In development

    Confirm the project timelines based on the problem area identified, business needs and project team resources

  • Key performance indicators (KPIs) In development

    Define KPIs or success metrics for the project

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