The PMO Intake Labyrinth

Every initiative begins somewhere. The intake process determines where it may begin.

The process

A proposal enters Idea Registration, Concept Validation and Sponsorship Confirmation before receiving an initiative identifier. The identifier is required to book the Charter Clinic, which reviews the charter needed for Concept Validation. An interim identifier can resolve the loop after Interim Identifier Approval.

The working record
  1. 01Idea registration
  2. 02Concept validation
  3. 03Sponsorship
  4. 04Interim identifier

At the next gate

Teams are advised to bring a sponsor with sufficient authority and patience. The PMO records the route taken so that successful applicants can later explain how they managed it. Their account becomes a case study rather than an automatic simplification.

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Use the Notes for the Meeting before the Meeting to record the decisions and open questions from the preliminary conversation.

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