Provides initial project agenda for a "kick-off" meeting, whereby key stakeholders and sponsors, and key business and technology members are identified.

Provides the business goals, objectives, scope and management direction for starting the project in the Initiation phase. It sets project expectations and processes to ensure agreement on the project approach.

Identifies whether there is a potential business value to the proposed project idea or initiative before the organization commits time, resources and expenditures.

A study that uses business and technical information and cost data to determine the economic potential and practicality (i.e., feasibility) of a project.

Completing the Value Proposition Template will assist an individual/department determine if there is value in a proposed application, system or product, often provided by an outside vendor or contractor, and help in the final decision making process.

A one-page summary that identifies the proposed project, opportunities, business goal, project scope and issues, and alternatives or recommendations.

Provides information that will be performed in the project, including business objectives and project description, such as completion criteria, risk assessment, constraints, impact analysis, project success measures, critical success factors, project approach, roles and participants.

This document identifies the business and technical groups and individuals responsible for the initiation, analysis, development, testing, installation and approval of the project.

The Stakeholder Identification List provides the capability to identify the people that could affect or be affected by any project, to analyze stakeholder's expectations and their impact on the project, and to develop specific strategies and tactics for effectively engaging stakeholders to reflect the stakeholder's interest and involvement in the project.

This document provides a centralized source for definition of all resources required for a project, including project team size, required resources, facility needs, resource types and sources, project team organization, resource assumptions, risks and mitigations.

The Concept of Operations, or CONOPS, is a Capabilities Needs Assessment investigation to gain a Users' and Stakeholders' perspective on a major change initiative. As such, it is both an analysis and a formal document that describes high-level capabilities requirements that have been identified as necessary to achieve the mission of the IT organization, and its subordinate organizations.

This checklist provides sample information to use and verify that major initial project functions and tasks have been completed within the Concept phase in the Project Management Life Cycle.