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These sample files show what you can expect from our templates, detailed guidelines, forms, outlines, and checklists.
Project Management Templates > Templates by PMBOK® Guide Process Groups > Initiating Process Group

Initiating Process Group

PMBOK Process Groups


  • Develop Project Charter
  • Identify Stakeholders
Purpose: Resources for project kick-off, project value assessment, and initial scope definition, which can be used at the beginning of a project, and at the beginning of a phase if desired, to ensure that the goals of the upcoming work are understood as the foundation for the work to follow and that work is authorized to start.



Develop Project Charter
Project Charter
Project Definition - Vision Document
Project Business Case
Opportunity Screening Worksheet
Project Vision Example: Defining a Software Release Life Cycle
New Project Proposal
Enterprise Project Management Office (PMO) Charter
PM Appointment Letter
Related Guidelines


Identify Stakeholders
Project Stakeholder/Influencer Assessment and Communication Plan
Project Sponsor
Stakeholder Analysis Summary Table





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