Using Technology to Streamline Project Initiation Instruction

Rachel Maguire
Barvas
Published in
2 min readJan 26, 2018

What are the risks, issues and constraints? Projects often derail because of unforeseen risks, so make sure you get them out in the open as early as possible. Include a snapshot of the project’s top risks and issues and assign owners and mitigating actions. Also remember that constraints and dependencies often turn out to be risks.

How much is it likely to cost? It is good practice to include a cost estimate in the PII along with any budgetary constraints. Provide the assumptions your team used when they came up with the estimate as well as details about how often you will review the estimates.

When it comes to completing the PII, make sure that you don’t do it in isolation, but that you involve the team as much as possible. After all, it’s the team that will do most of the work.

And one final point. If you embrace technology and use an online tool like Barvas, all team members and stakeholders will be aware of progress and approval and walkthrough can be done even if your team members are across the hall or across the globe.

At MindGenius we are huge fans of PII and the importance it plays in a successful project. We have developed some templates that we have fine-tuned many times in-house that we are happy to share. Please try and let us know how you get on.

Get started with the Project Initiation instruction template

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