Navegation

1 Introduction
2 EU-funding Programs and Projects
3 Overview
4 Governance and Project Organisation
5 Initiating Phase – Activities and Artefacts
6 Planning Phase – Activities and Artefacts
7 Executing Phase – Activities and Artefacts
8 Closing Phase – Activities and Artefacts
Post-closing obligations
9 Monitoring and Control – Activities and Artefacts
Appendixes

5 Initiating Phase – Activities and Artefacts

The first phase of a EUPM² Guide project is the Initiating Phase. It begins with the identification of a project idea, following the publication of the call for proposal, contributing to achieve both an objective set in the EU-funding Programme as well as an organisation’s strategic objective. The main purpose of this phase is:

To ensure the alignment of the project idea to the call for proposal as well as to the organisation’s strategic objectives.
Put together the information required to gain formal approval to proceed with the elaboration of the Project Application Form.
Elaborate the Project Fiche to share with the potential project partners to build up the consortium/partnership.

Fig. 5.1.- EUPM2 Guide Initiating Phase activities and main outputs

Key artefacts

The key project artefacts created during the Initiating Phase are the Project Submission Request and the Project Fiche. Some of the Project Logs are also set up (i.e., Risk Log, Issue Log, Decision Log) while the Change Log is typically set up during the Planning Phase (Designing stage).

Artefact	Description
Project Submission Request	Formalises the project initiation and includes the key data from the call for proposals and the key elements of the project idea.
Project Fiche	Describes the project idea, the relevance to the call for proposal, including expected objective, and preliminary estimation of work, time and cost.

Fig. 7.2.- Initiating Phase key activities and artefacts

4.3 Responsibility Assignment Matrix (RAM)

5.1 Initiating Meeting