Lean University Project Initiation Document
Project Title:
The title by which the project will be referred to.
Project Organisation
Project Sponsor:
This is the senior person who has accountability for the success of the project. They will be
responsible for reporting progress to the Strategy and Resources committee as and when
required.
Project Owner:
This is typically the line manager for the area. This is the person who is responsible for the
project. They will be required to take decisions, remove blockers and to provide the project
team with required resources.
Project Manager:
This is the main contact for the project. They will have responsibility for securing buy in,
organising any required workshops etc and for project managing the implementation plan.
Lean University Representation:
This is the member(s) of the LU team who will provide the necessary lean expertise. This will
include the facilitation of any sessions and the training of staff as appropriate. NB the LU team
does not have responsibility for the implementation of any suggestions however they will
provide assistance where needed.
Project Team:
These are the main people to be involved in reviewing the current process, developing future
option(s) and suggesting an implementation plan
©Cardiff University
Project Information
Customer(s):
The person(s) who uses the outputs produced during the process steps. This could be an
individual or a team.
Customer Expectations:
These should be gathered through asking the customer as opposed to assuming what the
customer wants.
Customer:
Expectation(s):
Purpose of the Project:
What is the overall aim of this project, what is being looked at and why?
Baseline Issues:
Issues that need to be addressed so objectives can be met. This could be problems,
controversies, opportunities or uncertainties.
Expected Benefits:
Identify the type of benefits expected on this project both tangible and intangible where
applicable.
Intangible:
Type of
Benefit:
Tangible:
(a clear and definite value e.g. £, hrs, %
etc.)
(unable to put an actual
measure against e.g. culture
change, better understanding
etc.)
Quality:
Delivery:
(producing what
the customer
wants, when they
want it and in the
way they want it)
Cost:
©Cardiff University
Project Measures:
Measures to be put in place so that you know the project has been successful, highlight areas
for improvement and drive the right behaviour. These can be temporary for data collection
purposes and permanent.
Measure:
Permanent
or
Temporary:
Point of Collection:
(where in the process will the
measure be taken)
Initial Measure:
Project Actions and Deliverables: The first stages of the project highlighting any
risks and mitigation
Action:
Date:
Responsible:
Risk:
Risk
Impact
(H/M/L):
Risk
Mitigation:
Lean Facilitation
Stage
description:
Date:
Lean
Facilitator(s):
Department
attendees:
Comments on progress
Please note any general comments regarding the progression of the project if applicable.
©Cardiff University