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Project Initiation Checklist [Free Download]

This month’s free template is a project initiation checklist.

Project Initiation Checklist
This is the first page of the Project Initiation Checklist

It’s a quick way to speed up finding out what you need to know from your project sponsor when you meet for the first time.

Covering everything from what they think success looks like to who else needs to be involved, you can use it as a prompt to help you get your project off to a great start.

It’s a PDF document so you can print it out and take it along to the meeting, then tick off the boxes as you ask the questions.

Or copy them into a document of your own so it makes it look like you’ve done all the thinking and prep before the meeting. I don’t mind šŸ™‚

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As with all my templates, you can use the checklist for your own personal work purposes but you can’t copy and sell them on.

Enter your email address in the box at the very end of this article to download it. You will be granted access to my Resource Library with all of my free templates.

What do you do during project initiation?

Project initiation includes lots of steps, but one of them is to work out a ROM estimate: that’s the rough order of magnitude assessment of how much the overall project costs will be.

You’ll also want to:

  • Understand the project context
  • Understand the project requirements
  • Understand the funding and where the money is coming from
  • Understand what success looks like

And by the end of asking all those questions you should have a pretty good idea of what this project is all about. The checklist covers all of those points.

How to use the checklist

There are more tips for what to do during project initiation in my complete guide to kicking off your project, which includes questions to ask and what to cover in your kick off meeting agenda.

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Get a free checklist for starting a new project

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