Insert Name of Project [Here]
Project Initiation Document
(PID)
Project Initiation Document
Contents
1
Document Control
Document History
Approvals
Supporting Documents
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4
4
2
Purpose of this Document
5
3
Executive Summary
5
4
Project Summary
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4
Project Definition
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4.1
4.2
4.3
4.4
4.5
Project Purpose
Project Scope
Business Impact Benefits
Project Objectives and Key Deliverables
Pre-requisites, Assumptions, Constraint and Dependencies
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5
6
6
7
1.
2.
3.
4.
Pre-requisites
Assumptions
Constraints
Dependencies
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7
7
7
6 Project Plan
6.1 Phases of the Project
6.2 Project Schedule and Milestones
7 Project Budget
7.1 Budget Summary
7.2 Net Present Value
8 Project Organisation
8.1 Project Roles & Responsibilities
8.1 Project Board (if any)
9 Governance
9.1 Stakeholder Engagement Strategy
9.2 Governance model
9.3 Governance boards
9.4 Escalations
10 Project Controls
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4
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Project Initiation Document
10.1 Project Reporting
10.2 Project Meetings
10.3 Change Control
11 Risk and Issue Management
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11.1 Risk Management
11.2 Issue Management
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12
12 Communication Management
12.1 Stakeholders
13 Quality Management
13.1 Acceptance Criteria
14 Project Initiation Approval
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Project Initiation Document
1 Document Control
Document History
Date
Version Author
Comments
Approvals
Version Approval Date
Approver Details
Supporting Documents
Document
4
Location
Owner
Project Initiation Document
2 Purpose of this Document
The purpose of this document is to define the scope, plans, structures and procedures
applicable to the delivery and management of this project.
The Project Initiation Document (PID) provides the Project Sponsor and higher level
management with a definitive statement defining the project for management purposes and
baseline for reporting purposes.
This Project Initiation Document will, if necessary, be updated ready for the start of subsequent
project phases or as a result of changes. It should be read in conjunction with the project
change log, to ensure all approved changes which are not reflected in the document are
understood.
3 Executive Summary
4 Project Summary
The project is summarised as follows:
Project Title
Project Number
Project Sponsor
Approval Body
Approved Budget
Project Lead
4 Project Definition
4.1 Project Purpose
4.2 Project Scope
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Project Initiation Document
In Project Scope
Out of Project Scope
1.
2.
3.
4.
5.
1.
2.
3.
4.
5.
4.3 Business Impact Benefits
Run, Grow or Transform the Business (select one)
[
] Run the business
[ ] Grow the business [ ] Transform the
business
This project will support the
continued delivery of business
operations by improving quality,
reducing costs/risks, or meeting
compliance requirements.
This project will focus on
the
enhancement
of
business processes that
will improve the value
proposition
to
our
customers,
thereby
allowing the business to
increase revenue and
customer equity
This project enables the
business
to
deliver
innovative new business
models
that
differ
significantly from how
services have traditionally
been provided
Impact Goals
Area
Impact Goals
Measures of Success
1.
2.
3.
1.
2.
3.
Organisational Impact
Behavioural Impact
1.
2.
3.
1.
2.
3.
4.4 Project Objectives and Key Deliverables
Major Objective 1
Owner / Approver
Objective Description
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Project Initiation Document
Key Deliverables
(Measures of Success)
1.
2.
3.
4.
Date Constraints
1.
2.
3.
4.
In Scope (for the Objective)
1.
2.
3.
Out of Scope (for the Objective)
1.
2.
3.
(Replicate as needed for additional key objectives)
4.5 Pre-requisites, Assumptions, Constraint and
Dependencies
1. Pre-requisites
2. Assumptions
3. Constraints
4. Dependencies
6 Project Plan
6.1 Phases of the Project
The following are the primary work packages and deliverables within each project phase.
Initiation Phase
Work package 1
Deliverable 1
Deliverable 2
Deliverable 3
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Project Initiation Document
Work package 2
Deliverable 1
Deliverable 2
Work package 3
Deliverable 1
Deliverable 2
Deliverable 3
Execution Phase
Work package n
Deliverable 1
Deliverable 2
Deliverable 3
Work package n+1
Closure Phase
6.2 Project Schedule and Milestones
Milestone Title
Milestone Description
Dependency
Target Date
7 Project Budget
7.1 Budget Summary
The table below is a summary of the project costs by category.
Cost item
Cost Type
Existing Staff Costs
Labour
Incremental Staff Costs
Labour
Capital Costs (CAPEX)
Non labour
Non Capital Costs (OPEX)
Non labour
Contingency for known risk
Non labour
Reserve
Non labour
PROJECT BUDGET TOTAL
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Cost (€k)
Project Initiation Document
Type
Year 1
Cash Flow
Year 2
Year 3
Labour
Non labour
7.2 Net Present Value
8 Project Organisation
8.1 Project Roles & Responsibilities
The key roles are as follows:
Project sponsor The project sponsor is accountable either to the programme
sponsor (if part of a programme) or to higher management
team for the overall success of the project.
The project sponsor may appoint a Project Board.
Project manager The project manager is accountable to the project sponsor
for the management of the project on a day-to-day basis
within the constraints laid down by the project sponsor.
Business Change The business change manager is focused on benefits
Manager realisation management and is accountable to for
identifying, defining and tracking benefits.
Work Stream Lead The work stream lead is accountable to the project
manager for the production of those deliverables defined in
the project plan to the required quality, within the prescribed
time-scale and cost constraints.
Project assurance Assurance covers all interests of sponsorship, including
business, user and stakeholder needs. It should be
independent of the programme and project manager.
Project support Person or team providing a support service for the
administrative aspects of a programme or project
Role
Project Sponsor
Project Manager
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Organisation
Name
Project Initiation Document
Business change
manager
Team manager 1
Team manager 2
etc
Project support
Project assurance
8.1 Project Board (if any)
Role
Organisation
9 Governance
9.1 Stakeholder Engagement Strategy
9.2 Governance model
9.3 Governance boards
9.4 Escalations
10 Project Controls
10.1 Project Reporting
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Name
Project Initiation Document
Project and exception reporting is carried out in accordance with the standard procedure.
Report Name
Frequency
Project Highlight Report
Written By
Weekly
Project
Manager
Recipients
Project Sponsor
Team
Stakeholders
10.2 Project Meetings
The following project meeting schedule applies to this project.
Meeting
Project Meeting
Frequency Chaired By
weekly
Project
Manager
Attendees
Purpose
Team
Managers
10.3 Change Control
Strict change control will be used to fully evaluate and implement any change to the processes
implemented under this project.
Change control on the project is carried out in accordance with the standard procedure.
11 Risk and Issue Management
11.1 Risk Management
The following are high level risks that apply to this project and measures that will be taken to
mitigate/manage those risks;
Risk
11
Probability
Impact
Mitigation
Project Initiation Document
11.2 Issue Management
No.
Issue
1
2
3
12 Communication Management
This section describes how communications will be managed on the project and how project
stakeholders will be kept informed during the project.
12.1 Stakeholders
stakeholder
Comment
13 Quality Management
This section will cover the approach to Quality Control and Assurance for the project.
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Project Initiation Document
13.1 Acceptance Criteria
Acceptance Criteria
Metric (Units
Description
14 Project Initiation Approval
By signing this Project Initiation Document (PID), approval is given for this project to proceed
based on the information in this document.
Proposed By:
____________________
<< Insert Name >>
Project Manager
<< Insert Date >>
Approved By:
____________________
<< Insert Name >>
Project Sponsor
<< Insert Date >>
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___________________
<< Insert Name >>
Manager (Optional)
<< Insert Date >>
Project Initiation Document
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