Project Delivery Initiation Template

Create and execute a seamless project plan that targets your specific goals using Wrike’s project delivery initiation template.
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Standardize your project delivery

From basic information such as project budget and service type to contract terms and an estimation calculator, our project delivery initiation template ensures delivery readiness and helps you to:

  • Clearly define standardized project intake information
  • Streamline the organizational processes necessary to take a project from sales to delivery
  • Track progress throughout the entire project delivery initiation phase

Why your team needs this template

<h5>Undefined project scope</h5>
Undefined project scope

Gain a clear understanding of the scope of your project. Make sure agreed timescales and expected results are met without overloading your team or going over budget. Identify key deliverables and milestones from the outset, so your team knows what to expect each step of the way.

<h5>Disorganized resources</h5>
Disorganized resources

Collect project budget information during the project intake phase and assign resources accordingly using our project delivery initiation template. Use the estimation calculator linked within the template to ensure resource scoping aligns with project budget.

<h5>Unclear project goals</h5>
Unclear project goals

Absence of clear goals during project delivery initiation can result in the loss of both time and money. Identify which goals you hope to achieve with the help of Wrike’s project delivery initiation template, and track the progress of these goals during project delivery.

<p>Ensure project delivery readiness</p>

Ensure project delivery readiness

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<p>Ensure project delivery readiness</p>
 

How to use Wrike’s project delivery initiation template

After you’ve downloaded and integrated the project delivery initiation template into your Wrike workspace, it’s time to configure your template to your project delivery initiation standards and best practices. 

This section will help you get started with the template by outlining how to: 

  • Collect all relevant data at project intake with request forms 
  • Use customizable workflows and our templated checklist to complete necessary steps before project kickoff
  • Maintain visibility into project status with reports and dashboards
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Step 1: Collect necessary data

Inside the template settings, you’ll find the project delivery initiation request form template. The request form is pre-built with fields that request vital information for project kickoff, such as project name, customer name, project budget, links and attachments to documents (including SOWs, quotes, and MSAs), desired service type, and more.

Configure your request form’s customizable fields to capture all of the data your team needs to begin working on a project.

Step 2: Outline all required steps before project delivery initiation

Once your request form is finalized, you can turn your attention to optimizing the custom workflow in the project delivery initiation template. Use the statuses built into our template, or create your own custom statuses to identify the various stages of your projects.

The project delivery initiation template includes a Wrike Space with three folders — New Project, Project in Initiation, and Templates — where you can organize projects and project delivery initiation document examples.   

In the Templates folder, you’ll find the Project Delivery Initiation Checklist. The checklist serves as your source of truth during project delivery initiation, outlining each step that must be completed before a project can begin.

Alter the steps in this checklist to match your internal processes, so each team member is clear on necessary pre-project steps.

Step 3: Track progress with reports and dashboards

Once the project delivery initiation process has begun, the dashboard within our project delivery initiation template will help you track projects and view which stage of project kickoff they’re in. 

The template dashboard allows you to view projects in the following stages:

  • New Project
  • Initiated
  • Issues (Other)
  • Issues (Resourcing)
  • Issues (Commercial)
  • Ready for Delivery
  • On Hold
  • Cancelled
<p>Everything you need for project delivery initiation</p>

Everything you need for project delivery initiation

See how to add
<p>Everything you need for project delivery initiation</p>

FAQ