The project team will consist of the Champion, Project Director, a team of functional experts (can be one for small and 2-3 for large enterprises), a team of technical experts, the BPA Consultant. (For smaller organizations, the same people could be playing more than one role.) The project objectives need to be defined. A budget needs to be arrived at and gotten approved by the top management. A time scale needs to be fixed to achieve the project objectives. The resources required for the project need to be assembled by the Project Director with help from the rest of the team.

A phase-wise plan needs to be drawn up with clear action plans, budget allocation, time scale and the deliverables from each phase.