Define shared purpose and bounds to the study.
Before the study is started its scope must be made clear to the analysts and to the sponsor. The responsibilities and tasks of the case organisation must be described in some detail. Also, the position of the organisation within the wider system of suppliers, customers and stakeholders must be laid out.
In stage 1 you will collect the information that you need to complete the other stages. The result is a report and agreement from the sponsor to proceed.
The Initiation and Preparation stage consists of the following steps: