Controlled Start Up

Project Initiation Document

Template & Notes
Project Initiation Document Template
Version 1
Controlled Start Up: Project Initiation Document (PID)
The Project Initiation Document is the basis on which the project is authorised and
allowed to progress. It will also be the basis on which the project is measured
both on delivery timescales and the content and quality of the deliveries. It is
one of the most important documents produced by the project. It answers the
questions
!hat is the Project aiming to achieve
!hy it is important to achieve it
!ho is going to be involved in managing and delivering it
"ow and when it will happen
The PID can be a complete document in its own right or it can be a summary
document# which points to separate documents# which are part of the overall
PID.
Further support
$or further advice and support on Project %anagement please contact
www.Pmadvice.co.u&
Project Initiation Document Template
Version 1

PR!"CT INITI#TIN DCU$"NT
Document Status:
%ersion Num&er:
Created:
Printed:
Project Initiation Document Template
Version 1
Re'ie(
Re'ie(ed &) Name r*anisation Date
#ppro'al
#ppro'ed &) Name r*anisation Date
Document +istor)
%ersion Summar) o, Chan*es Document
Status
Date
pu&lished
Project Initiation Document Template
Version 1
T#-." F CNT"NTS
/0 PURPS"
10 -#C23RUND
40 PR!"CT D"FINITIN
50 INITI#. -USIN"SS C#S"
60 PR!"CT R3#NIS#TIN STRUCTUR"
70 C$$UNIC#TIN P.#N
80 PR!"CT 9U#.IT: P.#N
;0 INITI#. PR!"CT P.#N
<0 PR!"CT T."R#NC"S
/=0 PR!"CT CNTR.S
//0 ">C"PTIN PRC"SS
/10 INITI#. RIS2 .3
/40 CNTIN3"NC: P.#NS
/50 PR!"CT FI.IN3 STRUCTUR"
Project Initiation Document Template
Version 1
/0 PURPS"
This document should adequately define the project and provide a basis for its
management and assessment of its overall success. It must demonstrate that the
project has a fundamentally sound basis before gaining project board
commitment.
10 -#C23RUND
Refer to Project Brief
Explain the context of the project and what it was that suggested the need for it.
State whether the project will be a stand-alone activity to fulfill a particular
business requireent or whether it is part of a larger prograe.
40 PR!"CT D"FINITIN
40/0 PR!"CT -!"CTI%"S
Explain what the project is trying to achieve by stating its objectives! which
should be easurable and defined in ters of the project"s ajor
deliverables! effort! cost! tolerances and business benefits expected.
4010 D"FIN"D $"T+D F #PPR#C+
State or insert the initial ethod of approach! which should have been
considered and established during the startup process. #or exaple! will
the solution be$
Bought %off the shelf"
%&ade to easure"
'eveloped in-house
(ontracted to third parties
Based on an existing product
%Built fro scratch"
Based on specific technologies)
4040 PR!"CT D".I%"R#-."S #ND?R D"SIR"D UTC$"S
'escribe the ain project deliverables and outcoes! i.e. the actual
products that the project will deliver to the end user. 'o not attept to
specify how the products will be delivered at this tie.
Project Initiation Document Template
Version 1
4050 PR!"CT SCP"
'escribe the ajor deliverables of the project along with specific products
which are not part of the project. 'escribe the ajor dependencies *which
ipact on the project during its life+ and interdependencies which will exist
after ipleentation.
4060 CNSTR#INTS
'escribe the constraints within which the project ust operate. #or
exaple there ay be constraints on the aount of resources available to
the project or the location of the project tea.
4070 ">C.USINS
'tate here which products are e(cluded from the project# including any
products that may be added at a later date.
4080 INT"RF#C"S
'escribe any interfaces with the project both internal and external to the
organisation including any lin,s to other projects or prograe*s+.
40;0 #SSU$PTINS
-ist any assuptions that are being ade which will have a bearing on the
projects progress i.e. will it be assued that particular equipent or
personnel will be available when required)
50 INITI#. -USIN"SS C#S"
.nsert the refined Business (ase based on the /utline Business (ase in the
Project &andate! Project Brief and the Project Plan. 0ou should also expand on
the ris,s in the Project Brief and include any new ris,s found since.
60 PR!"CT R3#NIS#TIN STRUCTUR"
Show the /rganisation Structure including role descriptions and responsibilities.
1overnance and decision a,ing processes should be clearly defined and
understood.
70 C$$UNIC#TIN P.#N
Project Initiation Document Template
Version 1
.nsert or a,e reference to the (ounication Plan! which should include
sta,eholder engageent.
80 PR!"CT 9U#.IT: P.#N
.nsert the Project 2uality Plan which should specify how the quality expectations
of the custoer will be et. 3he plan should include$
(ustoer"s 2uality Expectations 4 5 stateent fro the custoer about
the quality expected fro the final product.
5cceptance (riteria 4 5 easurable definition of what ust be done for
the final product to be acceptable to the custoer.
2uality Responsibilities 4 3he roles and naes of those responsible.
2uality Standards which apply to this Project 4 5ny applicable standards
processes or procedures to which the project ust coply.
2uality (ontrol and 5udit Processes 43he ethod by which products will
be tested against their quality specifications.
(hange &anageent Procedures 4 3he ethod by which change
anageent will operate.
;0 INITI#. PR!"CT P.#N
.nsert or a,e reference to the .nitial Project Plan.
<0 PR!"CT T."R#NC"S
'efine the agreed project tolerances! such as level 6 ilestones ay deviate
plus or inus 6 wee, without need for escalation or project spend can increase
by up to 678 or 96777.77 *which ever is the saller+ before need for escalation.
/=0 PR!"CT CNTR.S
'efine the level and frequency with which Project &anageent controls will be
applied e.g. :ighlight Reports and the reporting and onitoring systes which
will apply.
//0 ">C"PTIN PRC"SS
'escribe what the procedure will be should an exception situation arise within
the project! i.e. where it is forecast that there will be a deviation between any
agreed tolerance levels.
/10 INITI#. RIS2 .3
.nsert or a,e reference to the .nitial Ris, -og.
Project Initiation Document Template
Version 1
/40 CNTIN3"NC: P.#NS
'escribe plans to deal with the consequences of any identified ris,s that
aterialise within the project.
/50 PR!"CT FI.IN3 STRUCTUR"
'etail how the various eleents of inforation and deliverables produced by the
project are to be filed and retrieved.
Project Initiation Document Template
Version 1