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Home / Project Initiation

Project Initiation

Note this is a free and basic version of a project initiation form. For a full project plan that can be used for terms of reference during an initiation meeting view A-Z Procurement Templates

Whether if your procurement department is centralised or decentralised the level of involvement in projects and tenders depends on the percentage of addressable spend that you can a) influence and b) manage.  In most instances, you rely on the business to tell you what they need and to capture the information it’s useful to use a project initiation form.

Below is an easy and simple to use project initiation form.

Project title and overview
Total estimated value  over the lifetime of the contract
Project Lead (who is managing this)


Current project status
Current status of existing contracts  or agreements
Required date to go out for Tender
Required contract start date


Attach a specification if there is one Yes ☐

No  ☐



Remember to ask for the following:

  • What are the objectives of the project
  • Is this a new or recurring requirement
  • Can you get a copy of the previous contract/ spend report
  • Who are the main stakeholders involved?
  • What does success look like

The project initiation meeting is an initial fact-finding exercise, I typically start with a loose agenda to concentrate my time on getting to know the stakeholder and establishing an initial relationship. Gather as much information as possible and go back to the stakeholder with an updated procurement plan within the agreed timescales. If you would like to go into the meeting more prepared or you are required to present a formal kick-off meeting as part of the project initiation I would use the premium template available in A-Z templates. The spreadsheet has a breakdown of pre-sourcing, sourcing and post tender activities, using this as a guideline will prompt you to ask specific questions but normally requires the stakeholder to have a good idea about their required outcomes. Some will know in advance and some will need small prompts therefore gauge the situation before attending.

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