Skip to main content

SOP for Project Initiation

Purpose: This Standard Operating Procedure (SOP) outlines the internal process for initiating following a project win.

Scope: This SOP applies to all internal teams.

1. Project Initiation (T+1)

Sales Team Responsibility:

  • Within 1 business day of securing a new project, submit the completed Project Initiation Form through link to Service Desk form
  • The form contain request types:

image.png

  • The form should clearly outline Client name, description, customer ERP, PO date, product for which the PO is received, PO amount, tentative dates for meeting of Implementation team with Client, confirmation mail.

CPO Responsibility:

  • Acknowledge receipt of the Project Initiation Form within 1 business day of submission.

2. Project Planning and Resource Allocation (T+4)

Kickoff Meeting:

  • CPO will lead a kickoff meeting with the implementation team to discuss the project details, objectives, and initial plan.
  • This meeting should occur within 2 business days of receiving the Project Initiation Form.

Project Creation:

  • Within 1 business day of the kickoff meeting, CPO will create a dedicated JIRA project for the new initiative.

Project Plan:

  • The implementation team will collaborate to develop a detailed project plan within 3 business days of the kickoff meeting. This plan should outline:
    • Project scope and deliverables
    • Key milestones and deadlines
    • Required resources and tasks
    • Communication protocols

3. Project Execution and Monitoring (Ongoing)

Resource Allocation:

  • Upon receiving the project plan, CPO will finalize resource allocation within 2 business days. This includes assigning team members and ensuring all necessary personnel are available to support the project.

Project Execution:

  • The implementation team will commence project execution following the approved project plan. Team members will be responsible for completing their assigned tasks and adhering to the established timeline.

Regular Monitoring:

  • CPO and the project manager will conduct weekly project reviews to assess progress, identify any potential roadblocks, and ensure the project stays on track.
Back to top