It also serves as the default reference document that the team can refer to for clarity, any adjustment of details, and documentation of any changes to the project.Smartsheet is a spreadsheet-style project management solution for businesses managing multiple projects with dozens of moving parts. A PID is a living document that records the entirety of a project’s details and progress. Stakeholders: Who are the stakeholders or clients who can authorize the project?Īlthough a PID continues on with additional sections related to project launch, as well as project performance, the seven steps above will help you kick off your project to ensure that you and your project team meet success at the finish line.Īny potential project - from conception to delivery of a product or service - requires a centralized system that governs all initiatives, research, projections, stakeholders, responsibilities, and outcomes.Risks: What are the project’s potential risks?.Resources: Who are the project’s team members?.Scope: What are the project’s boundaries?.Deliverables: What is the project going to provide?.Goals: What is the project trying to achieve?.To ensure collaboration and project initiation success, read “A Comprehensive Project Management Guide for Everything RACI.”Ī PID will help you initiate your project by ensuring that you identify the following seven critical steps of the project management initiation process before you begin any work on the project: Without the safeguards of a written plan - which provides all stakeholders with a central document that serves as a charter for the project and as a “contract” for the project’s strategy, logistics, timelines, and all-around expectations of its deliverables - you’ll end up spending considerably more time and resources, not less. If you’ve ever been in a situation where your company discussed a business need or client request, verbally formulated a project plan, and then immediately got started, you’ve probably learned very quickly why this verbal method costs more in the long run, in terms of both time and resources. Use this document to define the project’s scope, assign tasks, keep all team members apprised of progress and developments, and ensure that everyone is on the same page.įrom initiation to completion, the PID provides accountability for all of the project-critical elements, scope definition, implementation logistics, and, ultimately, the criteria for project success. The PID is the primary tool for the second of seven project management themes: Organization, the role of which, according to PRINCE2’s methodology, is to “define and establish the project’s structure of accountability and responsibilities.”Īs a project manager, you need this centralized document in order to collaborate with other project team members. Historically, the PID was developed as the primary organizing theme for the PRojects IN Controlled Environments (PRINCE2) structured project management method, the primary project management methodology adopted in the majority of Europe (including the UK) and Australia. Without a PID, your company assumes that everyone knows the actual roles, milestones, expectations, and details of a project.
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