Phase 1 – Step 1 – Initial Meeting with Sponsors


This step involves the following 2 activities:


  1. Scope Review
    • Review scope of engagement based on agreed upon SOW, schedule and effort.
  2. Stakeholder List
    • Obtain initial list of stakeholders including names/roles, emails, phone numbers (baseline stakeholder map)

Template(s) and starter sets:

  • P1S1 – Stakeholder Map Info Request Form.docx

This form is used to collect the initial set of stakeholder map data elements. The communicating person consolidates the information received from all stakeholder groups.

Reference documents:

Reference documents are additional material that would help improve understanding/knowledge of this step:

Team Makeup:

This step is done by:

  • Lead Advisor
  • Engagement Support


Responsibilities and Accountabilities: (Responsible, Accountable, Consulted, Informed)

Activities ET PA PB PC PC PD
1. Scope Review RA AC AC
2. Stakeholder List RI A A

Key implementation considerations?

  • All stakeholders’ executive sponsors understand the details of the charter development process and agree to it.

Phase 1 Overview

Next Step 2