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The PRINCE2 processes: the project journey

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PRINCE2 processes describe the project lifecycle, while practices describe aspects addressed continually throughout it. The seven processes map to three levels: directing (directing a project), managing (initiating, controlling a stage, managing a stage boundary, closing) and delivering (managing product delivery). Starting up a project is used by both directing and managing. The journey runs pre-project, initiation stage, subsequent delivery stages and final delivery stage, with at least two stages. Managing a stage boundary is used at the end of every stage except the final one, and also to prepare exception plans.

Processes versus practices

PRINCE2 has five integrated elements: principles, people, practices, processes and project context. The practices describe aspects of project management that must be addressed continually as the project progresses. The processes describe the project lifecycle from start to finish. The seven processes cover the whole lifecycle, from activities before the project starts, through the stages of delivery, to the final act of project closure. Each process has checklists of recommended activities and related responsibilities.

PRINCE2 is a process-based approach for project management. Each process contains a number of activities, and each activity contains a number of actions. Processes are triggered by events or decisions, for example a project initiation request.

The seven processes

ProcessIn one line
Starting up a projectDo we have a viable and worthwhile project?
Directing a projectThe project board makes key decisions and exercises overall control.
Initiating a projectEstablish solid foundations for the project.
Controlling a stageDay-to-day management of a stage by the project manager.
Managing product deliveryControl the link between the project manager and the team manager.
Managing a stage boundaryGive the board what it needs to review the stage and approve the next one.
Closing a projectA fixed point at which acceptance of the project product is confirmed.

Who carries out which process

The processes line up with three management levels inside the project:

  • Directing – the project board: directing a project.
  • Managing – the project manager: initiating a project, controlling a stage, managing a stage boundary and closing a project.
  • Delivering – team managers and teams: managing product delivery.

Both the directing and the managing levels take part in starting up a project. The business layer sits above the project and provides the project mandate.

The project journey

The lifecycle is divided into a pre-project activity followed by at least two stages:

  1. Pre-project – starting up a project answers "Do we have a project?" and produces the outline business case, project brief and organizational structure. The project manager then requests initiation, and directing a project begins when the board authorizes initiation.
  2. Initiation stage – initiating a project defines the project environment and assembles the PID. Towards the end, managing a stage boundary prepares the plan for the next stage. The board then decides: can we authorize the project and the stage 2 plan?
  3. Subsequent delivery stages – controlling a stage is the heart of day-to-day project management. It authorizes work packages, which teams accept, execute and hand back through managing product delivery. Near the end of each stage, managing a stage boundary prepares the next stage plan and the board asks: should we authorize the next stage or stop the project here?
  4. Final delivery stage – instead of a stage boundary, closing a project confirms customer acceptance, recommends follow-on actions and evaluates the project, and the board authorizes project closure.

Three rules from the process model are often tested:

  • A project needs a minimum of two stages, and the initiation stage always comes first.
  • Managing a stage boundary runs for the first time as the initiation stage closes, then again as every later stage closes, apart from the final stage.
  • Managing a stage boundary is also used to prepare exception plans, which can happen at any time, including in the final stage.

Why this matters

Knowing the level and moment of each process lets you place any activity. For example, a question may ask where the next stage plan is produced (managing a stage boundary), who authorizes a work package (the project manager, in controlling a stage), or who authorizes closure (the project board, in directing a project).

Key Terms

ProcessA structured set of activities designed to accomplish a specific objective; PRINCE2 has seven, covering the whole project lifecycle.
Pre-projectThe period before the project is authorized to initiate, covered by starting up a project.
Initiation stageThe first stage of a PRINCE2 project, managed through initiating a project.
Subsequent delivery stagesStages after initiation in which products are delivered through controlling a stage and managing product delivery.
Final delivery stageThe last stage, which ends with closing a project rather than managing a stage boundary.
DirectingThe management level of the project board, which carries out directing a project.
ManagingThe management level of the project manager: initiating, controlling a stage, managing a stage boundary and closing.
DeliveringThe management level of team managers and teams, which carries out managing product delivery.

Common Traps

  • Directing a project belongs to the project board; managing product delivery belongs to the delivering level (team managers); the other managing processes belong to the project manager. Starting up a project spans directing and managing.
  • Processes describe the lifecycle; practices describe aspects of project management addressed continually. Do not swap them.
  • Managing a stage boundary is not used at the end of the final stage; closing a project is used instead. It can still prepare an exception plan in the final stage.
  • A PRINCE2 project has at least two stages, the first being the initiation stage.

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