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 🙂

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Email Templates for Project Kick-off

Templates to help you set expectations, get information, request updates and manage issues. Aimed at Business Analysts but easily customizable for all project roles.


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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.

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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