Initiating a Project/Performing Discovery

Projects can be initiated for any number of reasons, but they are normally a result of an expressed business need. At OIT, our senior leadership and directors determine which projects we undertake and when, often with input from university (and sometimes Duke Medicine) leadership.

Key activities:

  • Identify stakeholders. Identify any individuals or groups within or outside of the organization that may be impacted by the project. When formulating the idea for the project, vet it (via a proposal; see below) with those stakeholders. Engaging stakeholders early and gaining consensus on the project objectives is a major project success factor.
  • Develop a proposal. Articulating the organization’s business needs in a brief proposal helps decision-makers evaluate the need for the project and assign it a priority in relation to other projects.
Once the project is approved, the project team begins planning.