Phase 1: Initiate

Slide Content

The slide is titled "Understand current state" and focuses on where we are and where we want to be. It outlines the initial phase of a project or plan across various aspects: People (Mobilize team), Process (Understand process), Systems & Infrastructure (Understand systems & Infrastructure), Risk (Identify risks & issues), Finance (Analyze benefits vs costs, Approve budget), and Project (Agree scope, Governance & control, Project approved). Each aspect is a critical part of project initiation, indicating steps such as team mobilization, process comprehension, system analysis, risk identification, financial evaluation, scope agreement, and ultimately receiving project approval.

Graphical Look

• The slide has a light gray background.
• The title is encapsulated within a green, angled banner shape.
• Six main categories are listed vertically: People, Process, Systems & Infrastructure, Risk, Finance, and Project.
• Each category is represented with a distinct icon: a group of people, process flowchart, servers, warning sign, currency symbol, and check mark, respectively.
• To the right of each icon, there is a horizontal arrow leading to boxes with additional details.
• For "Project," the arrow leads to three boxes that denote a sequential process.
• The final box in the "Project" category has an icon symbolizing approval.
• The overall color scheme includes shades of blue, green, and gray.

The slide employs a process flow layout with each category connected by horizontal arrows that indicate progression. Icons and color coding are used effectively to distinguish between the different elements and stages.

Use Cases

• To kick off a project planning meeting by outlining the initial steps and considerations.
• During a strategy session, to discuss the existing state of various aspects of the organization or project before making decisions.
• In a project management training or educational setting to teach the fundamental components of initiating a project.
• As a roadmap for internal communications within a team or department to ensure alignment on the initiation phase of a project.