Project Initiation Workshop Agenda

by Santoshi Para

Project Management Workshop

The lack of clarity can often lead to confusion. Sometimes, people involved in a project may not have the same understanding of the purpose and objectives of the project. Arranging a Project Management Workshop or Project Initiation Workshop can benefit all stakeholders involved in the project.

Project Initiation Workshop Agenda Template 

This project specific workshop can serve as a guidance to the participants on how to initiate a project in a facilitated and structured manner where as having Workshop Agenda Template will help the project team understand the project goals, objectives, deliverable and the timeline of the project. For a project to be successful, it is necessary to clearly identify the scope and objectives of the project, define the roles and responsibilities, identify risks and challenges and specify realistic timelines. A project’s beginning is officially marked with a project kick off meeting. It is also one of the best ways of introducing the team to the project. It gives the project manager an opportunity to create excitement in the team and build the first impression.

Workshop Agenda Template

Using a project initiation workshop agenda document will help the project team understand the project goals, objectives, deliverables and the timeline of the project. It will give them a better understanding of what they are doing and help set clear expectations from them.

A project initiation workshop is a communication channel whereby all stakeholders involved in the project are made aware of what the project is about and why it is being done.

The initiation process mainly helps to

  • Chalk out the project goals and objectives.
  • Establish roles, formalize the agenda and the timelines with all participants,
  • Obtain “buy-in” from all the stakeholders.
  • Finalize the project statement, document all the risks & issues and obtain sponsor signature.
  • Communicate the project to all the stakeholders.

This workshop is mainly designed for project teams at the earliest stage of developing their project plan.

Mega Bundle

Project Initiation Workshop Agenda

It is necessary for all stakeholders and team members to be aware of the project goals, objectives and timelines. This can be communicated through the project initiation meeting that is chaired by the project manager. This is usually the first meeting that is held between the project team and the sponsor of the project.

A project initiation workshop agenda template will include the following fields:

  • Project Name: Specifies the name of the project that is being initiated or kicked off.
  • Project Manager: Name of the individual who is managing the project.
  • Project Sponsor: Name of the individual who has sponsored or funded the project.
  • Meeting Date and Time: Notes the date and time when the initiation meeting is held.
  • Introduction: Introduction of the team members and stakeholders. It gives an opportunity for all to get to know each other.
  • Project Background: An overview of the project including the problem statement, what are the goals and objectives of the project and what outcome is expected from the project.
  • Scope: This section specifies the scope details of the project i.e. whatever is in scope or out of scope of the project.
  • Project Timeline: Specifies the timeline of the project.
  • Risks & Issues: Mentions any risks and challenges identified at this stage of the project.
  • Roles & Responsibilities: The roles and responsibilities of the team members are to be clearly defined and communicated to the people involved.
  • Next Steps: This includes what is going to happen next on the project and what each person on the project is supposed to do. Post the project initiation, once the team members are identified, the stakeholders are informed, goals and objectives are defined, expectations are set, roles are chalked out and “buy-in” is received, the next step is project planning.

Project Planning Workshop Agenda

Project Planning Workshop Agenda Template


Planning is a key factor to be done for a project. A project is successful when it is well planned and all team members and key stakeholders are aware of the way the project is being done, what the project will do and how it is going to be done.

A project planning workshop agenda template guides participants through a structured meeting designed to plan a project and often has the following fields.

  • Project Name: Name of the project
  • Project Manager: Name of the individual who is managing the project
  • Project Sponsor: Name of the individual who has sponsored or funded the project
  • Meeting Date and Time: Date and time when the planning meeting is held
  • Meeting Participants: Names of all the attendees
  • Project Description: An overview of the project, the people required for the implementation and what is the expected outcome.
  • Project Details: Specifies details of the project including the scope, goals and objectives
  • Project Timeline: Specifies the timeline of the project and the duration required to be applied to various parts of the project.
  • Risks & Issues: This mentions the initial identified risks and challenges that may be encountered during the course of the project.
  • Roles & Responsibilities: Includes the names of the project team members, their contact information and roles and responsibilities on the project.

To summarize, the project initiation and planning workshops are means of communication used by the project manager to keep all the stakeholders informed about the project.