Project Initiation: How to Start Your Project Off Right


Great projects often start with great hopes and expectations. But if a project isn’t initiated correctly, it can drift off course and head for disaster. You must anchor your project at the outset by providing it with structure. Ideas are plentiful, but having a project plan and executing it will allow you to actualize those hopes and ideas.

Of course, there are many steps in the successful execution of a project, but project initiation is the first and, in some ways, the most important step. Get that part right, and you’re on your way to getting the whole project completed on time and on budget.

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What Is Project Initiation?

Let’s start at the beginning and define our terms. The first is project initiation. What is project initiation? Project initiation is the first phase of a project’s life cycle. It is at this point where the opportunity or reason for the project is identified and a project is developed to take advantage of that opportunity.

It is during this phase of the project that a team is assembled, and a business case is created to define the project in detail.

What Goes into a Business Case?

A business case is used to explain the reason for starting a project. The business case shows how the use of financial and other resources are in support of a business need. A business case will be adaptable, fitting the size and risk of the proposal, but it will structurally be the same from project to project. It deals not with technical issues, but with the business concerns of the project, and it needs to be comprehensive.

Ideally, the business case should be easy to understand, clear, logical and relevant. The key aspects need to be tracked and measured and justified. There also must be accountability and commitment for the delivery and costs involved.

The structure of a business case should follow as such:

  • Preface
  • Table of contents
  • Executive briefing, which includes what the project is, what the results of that project will be and why it should be undertaken
  • An introduction explaining the business drivers, scope of the project and financials
  • Analysis with assumptions, what the costs and benefits will be, including risk
  • Conclusion noting what the next steps will be
  • Appendix

Do a Feasibility Study

Once the business case has been approved, the next step is taking a feasibility study, which documents potential solutions to the opportunity or business problem that the project is proposed to address. It directs you to the right way to approach the project.

A feasibility study researches the opportunity and documents what is required to complete a successful project. It will also identify any other solutions, if available. Risks and issues are outlined at this time, as well as what the proposed solution to each will be if they occur.

Create a Project Charter

A project charter outlines the purpose of the project and how it will be structured and executed. In it, the vision, objectives, scope and deliverables for the project are all detailed. Responsibilities for the project team and stakeholders are also described.

This next step helps to identify the project vision and objectives clearly. It defines the scope of the project and lists all the deliverables.

The project charter will also list the roles and responsibilities of the project team and identify the project’s customers and stakeholders. It is at this point that the project is organized structurally, documenting the project plan and listing all risks, issues and assumptions.

Assemble a Team

A project cannot be initiated without a team to do the various tasks: this is a key part of project development. So, next comes the job descriptions for the people who will implement the project plan. This includes their objectives and responsibilities.

Creating a project team requires defining the roles for each member as clearly as possible to keep the work flowing smoothly. Begin by listing all the responsibilities for a position and who the person in that role will be reporting to.

Making a detailed organizational chart can help. By listing the skills and experience needed for each position, it is easier to fill that position. It also is helpful to note if there are any qualifications required. Of course, a performance criterion, salary and working conditions must also be defined.

Set Up the Project Management Office

A project management office is a physical space in the office or worksite where the project manager and support staff are located during the project. It houses the communications infrastructure and whatever tech is needed for the project.

The first thing to do is figure out where the project office should be, and then make sure that the infrastructure there is properly set up with the right project management office tools and equipment.

Now it is time to outline the roles and responsibilities of those in the project office and determine what the proper standards and processes are. At this point, the project office can provide services to the projects under its care.

Review the Initiation Phase

Get in the habit of always reviewing any process to make sure no steps were missed, and this is especially true with the project initiation phase as it is so critical to the success of the project. It is at this time that it is decided as to whether the project initiation requirements have been met.

But always review each phase throughout the project life cycle. This is how you can monitor and report on the project’s progress, and make sure that it is staying on track.

First, is the project on schedule? Then note if the budget is adequate for this phase of the project. What deliverables have been produced and approved?

It’s also important to look over the risks that had been identified and see if any have occurred, and if so how they were controlled and resolved. There are going to be changed in any project, so review if these changes were done correctly to keep the project on track.

It is only by starting a project right that you can end it successfully. By having a thorough project initiation phase, you clearly define the scope and build a great team to carry that project to a successful conclusion.

Using ProjectManager to Go Beyond Project Initiation

Now that you’ve finished the project initiation phase, it’s time to make your project plan. Try ProjectManager and our award-winning project management software. You’ll have access to a suite of powerful tools that can help you plan, track and report on projects.

Gantt Charts for Plans

Use our online Gantt charts to transition your project from the initiation to the planning phase. Map out all of your tasks, and link those tasks that have dependencies. Set deadlines and assign tasks to team members so everyone knows their project responsibilities. You can even add comments and attachments to the tasks so team members have everything they need to get started.

ProjectManager's Gantt chart with comment

Resource Management Tools to Keep the Project on Track

Managers even have the power to reassign tasks and redistribute workload with the click of a button with our resource management tools, if a team member is out sick or overburdened. These powerful features help ensure that all the work you did in the initiation phases comes to fruition, rather than goes to waste.

ProjectManager's workload chart
ProjectManager’s resource management tools makes tracking and managing easy.

There is a lot to plan and monitor when initiating a project. An online project management software such as ProjectManager offers planning and tracking tools like Gantt charts, real-time dashboards and task lists to manage a project from initiation to closure. See how ProjectManager can help you with your projects by taking this free 30-day trial.

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