Template catalogue

Initiation templates

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Pathway step

Initiation templates

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InitiationGovernanceProject manager

Project Charter

Confirm project authority, scope, objectives, governance, stakeholders, risks and approval in one editable project charter.

InitiationFinanceSponsor

Business Case

Build a sponsor-ready business case with options, benefits, costs, risks, assumptions, financials and approval evidence.

InitiationStakeholder managementProject manager

Stakeholder Register

Track stakeholder groups, influence, interest, engagement needs, communication preferences and ownership.

InitiationGovernanceProject manager

Kick-off Meeting Agenda and Minutes

Run a structured kick-off, align roles and ways of working, and record early decisions and actions.

InitiationBenefits realisationSponsor

Benefits Realisation Plan

Define benefits, owners, measures, baselines, targets, dependencies, reporting cadence, disbenefits and risks.

InitiationGovernanceSponsor

Governance Terms of Reference

Define forum purpose, scope, authority, membership, roles, decision rights, cadence, quorum, escalation and records.

InitiationProgramme managementProgramme manager

Programme Brief

Define programme outcomes, benefits, scope, component projects, tranches, governance, dependencies, risks, funding and mobilisation.