Initiation / v1.0 clean-room
Project Brief
Clarify why the project should exist and what decision is needed next.
When to use
Use before initiation or when a request needs framing before governance.
Sample suggested content
Project example: Digital appointment booking pilot
- Outcome: Reduce avoidable calls by giving users a clear online booking route.
- Decision needed: Confirm whether the idea should move into initiation.
- Minimum control: Name the sponsor, agree scope boundaries, and log the first three risks.
Minimum version
- Outcome and problem
- Sponsor and decision owner
- Scope boundaries
- First risks
- Next approval
Fuller version
- Strategic fit
- Options considered
- Initial tolerances
- Stakeholder summary
- Assumptions and constraints
Field guide
- Outcome
- Users affected
- Scope in/out
- Sponsor
- Decision needed
- Risks
- Next step
Tailoring notes
- Keep to one page for Lite projects
- Add assurance and policy sections for public-sector work
Common mistakes
- Writing a solution pitch instead of a project brief
- Leaving decision ownership vague