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.
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Performance data analysis In development
Gather and analyze web analytics, search analytics, call driver data, page feedback and UX testing research data
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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.
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Stakeholder representatives consultation In development
Consult with stakeholders from all relevant areas, internal and external to the CRA, about business needs
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Service objectives In development
Determine service objectives with clear, specific and measurable outcomes that meet business needs
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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.
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Core project team identification
Identify the core project team members and hold a core team kick off meeting
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Extended project team identification
Identify web content authors, subject matter experts (SMEs), representatives from relevant CRA branches and regions, and representatives from other organizations or areas of government
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Role and responsibility mapping of project team members
Map the key tasks and type of responsibility across the project phases for each project team member using an established decision-making model
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Kickoff meeting for the project
Hold a kickoff meeting with all members of the project team
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.
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Preliminary project scope In development
Work with the project team and stakeholders to determine the preliminary scope of the project
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Project timelines In development
Confirm the project timelines based on the problem area identified, business needs and project team resources
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Key performance indicators (KPIs) In development
Define KPIs or success metrics for the project
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