Propose Transformation Phase
This is the first phase of the business transformation. It is where the business case for change is prepared under the direction of the sponsor of the project. In PMI®'s project management processes this phase is the very beginning of the "Initiate" process.
In change management this is where strong coalitions need to be built in order to support the case for change and where a credible plan for change is drafted. Other change management processes like communication and measure are also kick-started. Without effective communications most projects are likely to fail. Measures are equally important in order to keep everybody honest and focused on a common objective.
Within this phase is where the go/no-go decision on the business case is made. This is the first typical milestone for a project of this nature. The end of this phase is where the initial definition of the approach for the project are decided on but not yet made public. This phase is also where the PMI Planning process starts, with a very high-level plan for the project, outlining the key objectives and expected outcomes/benefits.
Initiate Transformation Process
In this phase a project manager is assigned to the project in order to develop the project charter. While the project manager focuses on establishing the team, the processes, the methodologies and the project environment, the project's sponsor continues to strengthen the coalition built in the previous phase by ensuring strong sponsorship to the project is continued. Establishing the project team is the second milestone for a project of this nature.
After the team is established, the project is made public to everyone. The execution process starts by undertaking a survey and analysis to produce an "As-is Status Report". To get an accurate picture of how an organization is structured and operates, it is typically necessary to conduct several interviews, and to conduct extensive research about the market and environment in which it operates. This work is the first piece of analysis and first deliverable for the project. Between this and the next deliverable is where the biggest peak in project resourcing occurs.
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