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Initiating Process Group

The set of activities used to formally approve and launch a new project or to start a new phase of an ongoing project by securing authorization to proceed.

Key Points

  • Provides formal authorization to start the project or a new phase, typically via a project charter or phase approval.
  • Identifies the project manager and key stakeholders early.
  • Defines high-level objectives, scope boundaries, assumptions, constraints, and success criteria.
  • Executed once per project and as needed for each phase before detailed planning begins.

Example

A sponsor approves the project charter for a company-wide CRM rollout, names the project manager, and confirms initial objectives, budget limits, and key stakeholders. With authorization in place, the team then moves into detailed planning.

PMP Example Question

A project manager is preparing to begin a new phase in a multi-phase project and needs formal approval to proceed. Which process group should they focus on?

  1. Initiating Process Group
  2. Planning Process Group
  3. Executing Process Group
  4. Monitoring and Controlling Process Group

Correct Answer: A — Initiating Process Group

Explanation: The Initiating Process Group secures authorization to start a project or phase, typically through the project charter or phase gate approval.

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