Phase 1 – Step 2 – Project Overview Orientation


This step involves the following activity:


  1.  Orientation
    • The SRS team gets introduced to the program. Stakeholders give overview of the project from their perspective.

 Template(s) and starter sets:


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
  • PM
  • Relationship Charter Specialist
  • Engagement support


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

Activities ET PA PB PC PC PD
1. Orientation RAI A A

Key implementation considerations?

  • All Engagement team members are present, so they know what the issues are about.

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