Project Initiation Document Template Other names for this

Project Initiation Document Template Other names for this document include: Terms of Reference, Project Plan, etc. the. Project. Management. Guide. com

Project Initiation Document Template Other names for this document include: Terms of Reference, Project Plan, etc. the. Project. Management. Guide. com

Document purpose • This document is the Project Initiation Document for <New project>. It outlines what the project is about, costs, timescales and how it will be delivered. the. Project. Management. Guide. com

Document Sections Section Contents Background & Project Overview Background context info and high level overview of the project Business Benefits in terms of cost savings, revenue, processes improvement, brand Project Vision and Objectives Simple Project Vision statement and list of key objectives and success criteria Scope of Deliverables What’s in-scope and what’s out of scope Activities Main activities required to provide the deliverables Project Approach How the project will be delivered Sponsor & Stakeholders Who wants the project and who is impacted by it Governance Management structures to be used Roles & Responsibilities Who is doing what Finances Provide summary of project budget and ongoing costs once completed Timescales and Plan High level timescales and plan Risks, Issues, Assumptions, Dependencies High level Risks, Issues, Assumptions, Dependencies to be highlighted the. Project. Management. Guide. com

Project Background & Overview • Summarise the context for the project • Brief summary about what the project is about the. Project. Management. Guide. com

Business Benefits • Summarise the key business benefits and business drivers for doing the project • List out the benefits • Who benefits and why? • Reasons might include: – – – Cost savings Process / operational improvements Increase revenue Compliance / legal reasons Reduce business risk the. Project. Management. Guide. com

Project Vision and Objectives Vision statement: • Describe in one paragraph what the desired outcome of the project will be once it has delivered • Think of this as the elevator pitch for the project Objectives: • Write a list of key objectives for the project the. Project. Management. Guide. com

Deliverables Scope • Provide a high level list of deliverables and outcomes for the project • Include what is In-scope • And what is to Out of Scope the. Project. Management. Guide. com

Activities • List the high level activities required to provide the deliverables or outcomes the. Project. Management. Guide. com

Document Sections Section Contents Background & Project Overview Background context info and high level overview of the project Business Benefits in terms of cost savings, revenue, processes improvement, brand Project Vision and Objectives Simple Project Vision statement and list of key objectives and success criteria Scope of Deliverables What’s in-scope and what’s out of scope Activities Main activities required to provide the deliverables Project Approach How the project will be delivered Sponsor & Stakeholders Who wants the project and who is impacted by it Governance Management structures to be used Roles & Responsibilities Who is doing what Finances Provide summary of project budget and ongoing costs once completed Timescales and Plan High level timescales and plan Risks, Issues, Assumptions, Dependencies High level Risks, Issues, Assumptions, Dependencies to be highlighted the. Project. Management. Guide. com

Project Approach • Summarise in a few bullet points how the project will be delivered • For example: • Will the project be delivered in phases? • What suppliers will be used? • Any constraints on the project such as busy times of year for the business teams involved or holidays? • What are the test phases? the. Project. Management. Guide. com

Sponsor and Stakeholders • List the names and roles of the Project Sponsor and Key Stakeholders • The Project Sponsor is typically the main customer / person funding the project • The key stakeholders are the people and teams most impacted by the project • Example: Key Stakeholder Name Title Impact and Role Fred Bloggs Head of IT Operations Team will deliver the new systems Jane Smith Head of Sales Dept is main user of new systems the. Project. Management. Guide. com

Roles and Responsibilities List out the delivery team: names and suppliers • Brief summary of what they are responsible for delivering • Can be done as a table or an organisation chart Key Stakeholder Name Title Impact and Role Dave Smith Systems Lead Sign-off technical delivery of systems Alex Brown London Sales Manager Sign-off delivery from users the. Project. Management. Guide. com

Goverance Summarise the main governance requirements for example: • Project Steering Group • Fortnightly progress reporting • Supplier meetings • Technical Design Authority Each business function will be coming from a different angle: • Business - on- track in terms of finance, timescales and scope? • Project Management - same as business + risks, issues, project still relevant? • Technology - is the right technical solution? the. Project. Management. Guide. com

Finances Provide a financial summary of the Project Budget to complete the project: • This will include: Staff, Suppliers, Contractors, Infrastructure, Licenses, Professional services It may also necessary to provide a summary forecast of the Ongoing costs when the project has finished: • This could include: Supplier costs, Support, hosting and Maintenance fees, and License fees etc. the. Project. Management. Guide. com

Timescales • Provide a high level overview of the anticipated timescales for the project • Provide a list of Key Milestones and dates • Provide a high level overview of the timeschedule the. Project. Management. Guide. com

Risks, Issues and Dependencies Provide high level summary of the following • Main Risks - summary, impact, likelihood & mitigation • Main Issues - summary, impact & mitigation • Key Assumptions - eg. technical, resource availability • Key Dependencies - eg. suppliers, resources, other projects the. Project. Management. Guide. com