Introduction
The Project Initiation Template provides a structured and comprehensive way to kick off a project by aligning the expectations of the core team, project managers, and decision-makers. The template is available in two formats: as a Miro Doc and as Canvas.
What is the Project Initiation Template for Project Managers?
The Project Initiation Template ensures a smooth and successful start by bringing together all relevant stakeholders and aligning their expectations. It helps establish a shared understanding of the project’s intent, boundaries, and outcomes.
Who is the Project Initiation Template for Project Managers for?
The Project Initiation Template is valuable for all project members and decision-makers, as it creates a clear, agreed-upon foundation for the project.
What problem does the Project Initiation Template solve?
A lack of alignment among team members and decision-makers at the start of a project often leads to issues later on. The Project Initiation Template helps mitigate challenges such as:
Unclear project requirements
Scope creep
Missed deadlines
Misunderstandings
Wrong prioritization
Mismatched skills or team setup
Missed project goals
Missing context for new team members
How to use the Project Initiation Template for Project Managers
Schedule a session that includes all team members as well as relevant stakeholders and decision-makers. Work through the fields of the template step by step, discussing and documenting the results.
Once completed, the template serves as a shared reference point and reminder of expectations. Revisit it periodically to reinforce alignment and keep everyone focused on the original agreements.
FAQ
What are involved and informed stakeholders?
Involved stakeholders: People who contribute to the project occasionally but are not part of the core team working on it continuously.
Informed stakeholders: People who need regular updates on progress and are responsible for approving deliverables or reviewing milestone results. These are often also decision-makers.
Who can benefit from this template?
Project teams in general, and project managers and decision-makers in particular.
When should I use the template?
Use the template before the project officially begins –ideally one to two weeks in advance. Make sure the core team is already assembled and present for the session.
Which of the two versions should I use?
Miro Doc version: Follows a classic document style (similar to Microsoft Word), which may feel familiar to some users.
Canvas version: Well-suited for collaborative sessions, as it organizes information in a clear, visual way.
About Miro Docs
Miro Docs let you bring structure to your board content by transforming canvas objects into organized, editable documents. Use them to create summaries, research reports, product briefs, and more. Simply drag and drop stickies, text, images, diagrams, and other elements directly from your board into the Doc to assemble and analyze your insights in one place. Learn more about all Miro Formats & Focus Mode.
