MindMap Gallery Pid Project Initiation Document Template
The purpose of the Project Initiation Document (PID) is to capture and record basic information needed to correctly define and plan the project.
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Mind maps are useful in constructing strategies. They provide the flexibility of being creative, along with the structure of a plan.
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Pid-Project-Initiation-Document-Template
Document information
Project Name
name
Date
date
Release
Draft/Final
Author
author
Owner
owner
Client
client
Document Number
number
Revision, Approvals &Distribution
Revision History
Revision # ....
Revision Date
date
Previous Revision Date
date
Summary of Changes
change
Changes Marked
change mark
Revision # ....
Revision Date
date
Previous Revision Date
date
Summary of Changes
change
Changes Marked
change mark
Revision # ....
Revision Date
date
Previous Revision Date
date
Summary of Changes
change
Changes Marked
change mark
Date of next revision:
....
Approvals
Approval # ....
Name
name
Signature
signature
Title
title
Date of Issue
date
Version
version
Approval # ....
Name
name
Signature
signature
Title
title
Date of Issue
date
Version
version
Approval # ....
Name
name
Signature
signature
Title
title
Date of Issue
date
Version
version
Distribution
Distribution # ....
Name
name
Title
title
Date of issue
date
Version
version
Distribution # ....
Name
name
Title
title
Date of issue
date
Version
version
Overview
Purpose
The purpose of the Project Initiation Documentation is to define the project, inorder to form the basis for its management and an assessment of its overallsuccess. The Project Initiation Documentation gives the direction and scope of theproject and (along with the Stage Plan) forms the ‘contract’ between the ProjectManager and the Project Board.
The three primary uses of theProject Initiation Documentationare to:
Ensure that the project has a sound basis beforeasking the Project Board to make any majorcommitment to the project
Act as a base document against which theProject Board and Project Manager can assessprogress, issues and ongoing viability questions
Provide a single source of reference about the project so thatpeople joining the ‘temporary organization’ can quickly andeasily find out what the project is about, and how it is beingmanaged.
The Project Initiation Documentation is a living product in that it shouldalways reflect the current status, plans and controls of the project. Itscomponent products will need to be updated and rebaselined, asnecessary, at the end of each stage, to reflect the current status of itsconstituent parts.
The version of the Project Initiation Documentation that was usedto gain authorization for the project is preserved as the basisagainst which performance will later be assessed when closingthe project.
Contents
The Project InitiationDocumentation should cover thefollowing topics.
Project Definition
Project Approach
Business Case
Project Management TeamStructure
Role Descriptions
Quality ManagementStrategy
Configuration ManagementStrategy
Risk ManagementStrategy
Communication ManagementStrategy
Project Plan
Project Controls
Tailoring of PRINCE2
Advice
The Project Initiation Documentation is derived from theProject Brief and discussions with user, business andsupplier stakeholders for input on methods, standards andcontrols.
The Project Initiation Documentation could be a single document;an index for a collection of documents; a document with crossreferences to a number of other documents; a collection ofinformation in a project management tool.
The following quality criteriashould be observed:
Consideration has been given to the format of the Project Initiation Documentation. For smallprojects a single document is appropriate. For large projects it is more appropriate for theProject Initiation Documentation to be a collection of standalone documents. The volatility ofeach element of the Project Initiation Documentation should be used to assess whether itshould be standalone, e.g. elements that are likely to change frequently are best separatedout.
The controls cover the needs of the ProjectBoard, Project Manager and Team Managers andsatisfy any delegated assurance requirements
The Project InitiationDocumentation correctly representsthe project
It shows a viable, achievable project that is inline with corporate strategy or overallprogramme needs
The project management team structure is complete, with names and titles. All the roles havebeen considered and are backed up by agreed role descriptions. The relationships and lines ofauthority are clear. If necessary, the project management team structure says to whom the ProjectBoard reports • It clearly shows a control, reporting and direction regime that can be implemented,appropriate to the scale, risk and importance of the project to corporate or programmemanagement
It is clear who will administereach control
The project objectives, approach and strategies are consistentwith the organization’s corporate social responsibility directive,and the project controls are adequate to ensure that the projectremains compliant with such a directive
Project Management Team Structure
Add a chart showing who willbe involved with the project
Project Approach
Define the choice of solution that will be used in the project todeliver the business option selected from the Business Case. Takeinto consideration the operational environment into which thesolution must fit
Quality Management Strategy
Describe the quality techniques and standards tobe applied during the project, and theresponsibilities for achieving the required qualitylevels
Risk Management Strategy
Describe the specific risk management techniquesand standards to be applied, and the responsibilitiesfor achieving an effective risk managementprocedure
Project Controls
Summarize the projectlevel controls such asstage boundaries, agreed tolerances, monitoringand reporting
Communication Management Strategy
Identify the parties interested in the project anddocument the means and frequency ofcommunication between them and the project