Templates
Project Initiation
In this section you'll find templates and guidance to help with project initiation.

A project initiation checklist will help you remember what you have to do at this crucial point in the project. Download it from the box on this page and then learn how to manage the initiation phase here.

A Terms of Reference document helps define what it is you are going to be doing. Download it from the box on this page and then read more about how to use it here.

A project organization chart is useful to help provide structure and visibility to the way the team is organized. Download it from the box on this page and then learn how to use it here.

A SIPOC diagram is helpful for process mapping and understanding project requirements. Download the PPTX template from the box on this page and then read more about how to make this template work for you.

Set your project management tools up correctly by using the tool taxonomy. Read this guide to how to categorize data in project management systems to help you get started.