# Project Initiation Document Template: Guide & Steps

> Use this project initiation document template to define scope, goals, success metrics, roles, risks, and comms before kickoff. PID vs. charter vs. plan.

Source: https://asana.com/templates/project-initiation-document.md

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templates

Project planning

Project initiation document

A project initiation document template is a helpful way to standardize the information you share with your team before a project begins.

Project planning

Product management

Cross-team planning

Strategic planning

## Free PID Template

Use our project initiation document template to define scope, goals, roles, and risks to organize your team and kick off every campaign with a detailed plan.

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#### Summary

A project initiation document (PID) template helps teams set clear scope, goals, roles, and expectations before starting work. This guide explains what a PID is, what to include, when and how to create one, and how it is different from a project charter or project plan.Defining goals, roles, and expectations before work begins prevents misunderstandings and keeps projects on track. A project initiation document template gives you a central place to define the scope of your project, so everyone knows what they're working toward from the outset. In this guide, you'll learn what a PID is, what it should include, when and how to create one, and how it differs from a project charter or project plan.

## What is a project initiation document (PID)?

A [project initiation document (PID)](/resources/project-initiation) is a foundational project management document that compiles key details like [project scope](/resources/project-scope), goals, success criteria, business value, and potential [project risks](/resources/project-risks) before work begins. Sometimes called a [project charter](/resources/project-charter) or [project brief](/resources/project-brief), it gives stakeholders a high-level view of the project's goals, timeline, and deliverables. By defining the five Ws of project management (who, what, when, where, and why) in one place, a PID provides your team with a shared overview of the entire project lifecycle.

### What is a project initiation document template?

A project initiation document template defines a project before work begins. A PID template captures key information, such as the project's objectives, scope, owners, and timeline, so teams start with shared expectations. It's a living document that updates as priorities change and guides decision-making from kickoff through delivery.

## Why use a project initiation document template

Using a project initiation document template provides your team with several benefits. Here's how it can help you:
- **Establishes consistency across all projects:** Using a PID template streamlines project creation, allowing the project manager to follow the same steps every time a new project begins.
- **Allow customization for specific teams:** PIDs standardize the project creation process while still allowing you to tailor it to the needs of other projects. The template provides the main structure for your project initiation document, but you can add or remove sections based on your project's specific needs.
- **Provide context quickly for stakeholders:** When managing multiple projects simultaneously, stakeholders need information as quickly as possible, with as much context as possible. Using a project initiation document template makes it easy for them to find the information they need without hunting for it or holding unnecessary status meetings.
- [Read: Design document template to organize any project faster](https://asana.com/templates/design-document)

## When to use a project initiation document template

Knowing when to create a PID is just as important as knowing what goes in one. Ideally, you should draft your project initiation document before any execution work begins, during the initiation or early planning phase. Here are the most common scenarios where a PID template adds value:
- **Before requesting project approval:** If your project requires sign-off from leadership or a project board, a PID provides decision-makers with the context they need to confidently approve the work.
- **When kicking off cross-functional work:** Projects that involve multiple teams or departments benefit from a single document that aligns everyone on scope, roles, and timelines from day one.
- **At the start of any new initiative:** Whether you're launching a product, rolling out a process change, or running a campaign, a PID helps you define the boundaries and expectations before your team dives in.
- **When replacing informal planning methods:** If your team has been relying on emails or meetings to align on project details, a PID template gives you a structured, reusable alternative that saves time on every future project.

If you're unsure whether a project warrants a PID, consider the number of stakeholders involved, the complexity of the work, and the risk of scope creep. If any of those factors are high, a PID is worth the effort.

## What's included in a project initiation document template?

A good project initiation document template will include all the key project information a stakeholder needs to know at a glance. This template should include:
- [Project goals or objectives](/resources/goal-vs-objective)**:** This states what the project intends to achieve and the broader business objectives it supports.
- **Success metrics:** The specific metrics your team tracks to determine whether this project is successful.
- **Project scope:** This includes the work to be done, the allocated budget, and the estimated timeline.
- [Communication plan](/resources/communication-plan)**:** This outlines how your team will communicate throughout the project.
- [Resourcing strategy](/resources/resource-management-plan)**:** Key resource information, such as a resource allocation plan or a resource management strategy plan.
- [Key stakeholders](/resources/project-stakeholder)**:** Individuals involved in the project, from individual contributors to senior management. Include a [RACI chart](/resources/raci-chart) in this section.
- **Project risks:** Information about project risks, such as a [RAID log](/resources/raid-log), risk analysis, or [risk register](/templates/risk-register), would be included in this section.

### Integrated project features
- [Project Overview](https://help.asana.com/s/article/project-overview-tab?language=en_US). Centralize key context, resources, and decisions so teams understand the what, why, and how behind their initiatives.
- [Project Brief](https://help.asana.com/s/article/project-overview-tab?language=en_US#gl-brief). Share important details and dates with your project team using a central brief in Asana.
- [Workload](/features/resource-management/workload). View team capacity across work in real time so managers spot conflicts and rebalance tasks before issues escalate.
- [Goals](/features/goals-reporting/goals). Connect goals directly to tasks, so teams see how daily projects support larger initiatives.

### Recommended apps
- [Slack](/apps/slack). Turn messages into tasks with owners and due dates to automate handoffs.
- [Google Workplace](/apps/google-drive). Attach Drive files directly to tasks so teams find documents in one place.
- [Zoom](/apps/zoom). Plan meetings in Asana, create tasks during calls, and review recordings and transcripts after the meeting ends.
- [Microsoft Teams](/apps/microsoft). Share updates and manage tasks from chats and meetings without switching tools.

## How to create a project initiation document

Once you understand what a PID includes, the next step is building one. Follow these steps to create a project initiation document that keeps your team aligned and your stakeholders informed.
- **Define your project goals and success metrics.** Start by clarifying what the project should achieve and how you'll measure success. Tie each goal to a broader [business objective](/resources/business-objectives-examples) so stakeholders see the value immediately.
- **Write a scope statement.** Outline the boundaries of the project, including what's in scope and what's not, in a [scope management plan](/resources/scope-management-plan). Specify the budget, timeline, and key deliverables so your team has a shared understanding of the work ahead.
- **Identify stakeholders and assign roles.** List all project stakeholders in a [stakeholder register](/templates/stakeholder-register) and define their responsibilities. Use a RACI chart to clarify who is responsible, accountable, consulted, and informed for each work area.
- **Assess risks and plan mitigations.** Document potential risks that could affect the project's timeline, budget, or quality. For each risk, note the likelihood, potential impact, and the steps your team will take for [risk mitigation](/resources/risk-mitigation).
- **Outline your communication plan.** Decide how and when your team will share updates with a [communication plan](/templates/communication-plan). Specify the channels you'll use, the frequency of status reports, and who needs to be included in key communications.
- **Confirm your resourcing strategy.** Map out the people, tools, and budget your project requires. This helps managers spot potential conflicts early and rebalance work before issues arise.
- **Get approval and share the PID.** Once the document is complete, present it to your project sponsor or leadership team for sign-off. After approval, share it with everyone involved and use it to structure the [project kickoff meeting](/resources/project-kickoff-meeting) so the PID becomes the single source of truth for the project.

A PID doesn't need to be perfect on the first pass. Treat it as a living document that you update as plans evolve and new information surfaces.

## PID vs. project charter vs. project plan

Project initiation documents, project charters, and project plans are closely related, but each serves a different purpose. Understanding the differences helps you choose the right document for the right moment.

**Project initiation document (PID)**
- Purpose: Align stakeholders and secure project approval
- Created: Before work begins
- Level of detail: Comprehensive coverage of scope, goals, risks, stakeholders, communication, and resourcing
- Primary audience: Sponsors, leadership, and cross-functional teams

**Project charter**
- Purpose: Formally authorize the project
- Created: Before or alongside the PID
- Level of detail: High-level overview of purpose, objectives, and sponsor approval
- Primary audience: Sponsors and leadership

**Project plan**
- Purpose: Guide day-to-day execution
- Created: After the project is approved
- Level of detail: Tactical focus on tasks, owners, deadlines, and dependencies
- Primary audience: Project team and contributors

In some organizations, the terms PID and project charter are used interchangeably. The key difference is depth: a PID includes more operational detail, while a charter focuses on authorization, and a project plan covers the how, not just the what and why.

## Start your projects with clarity

A well-crafted project initiation document aligns your team, gives stakeholders confidence, and reduces the risk of miscommunication or scope creep. With a PID template, you can standardize this process across every project your team runs.

Asana makes it easy to bring your PID to life in a shared workspace where goals, tasks, and timelines stay connected. Instead of a static document, you get a living project hub that updates as your work evolves. [Get started](/create-account) and see how Asana helps your team plan, track, and deliver projects from initiation through completion.

## Frequently asked questions about project initiation documents

#### What is the project initiation phase?

The project initiation phase is when teams agree on direction, methodology, and baseline scope before work begins. It sets the foundation for how responsibilities, timing, and change management will work throughout the project.

#### What are the 5 phases of project initiation?

Project initiation is one of five project management phases: initiation, planning, execution, monitoring and controlling, and closure. During initiation, teams define the project's purpose, identify stakeholders, assess feasibility, and create foundational documents like the PID.

#### What does a good PID look like?

A good PID is clear, concise, and relevant to the people using it, covering goals, scope, stakeholders, risks, and the communication plan in plain language. The best PIDs are living documents that teams reference and update throughout the project.

#### Who approves a project initiation document?

Typically, the project sponsor or a senior leader with budget authority approves the PID, and in organizations with a project management office (PMO), the PMO may also review and sign off. This approval confirms the project has the support, resources, and strategic alignment needed to move into planning and execution.

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