initiate a project

How to Initiate A Project With SharePoint [+ Free Template]

November 22, 2018 by

Project management is not going away but it’s not getting any easier!  

At BrightWork, we have two free resources to help you deliver better projects on SharePoint.

Firstly, Éamonn McGuinness, BrightWork CEO has authored the free book, ‘Collaborative Project Management: A Handbook’, which outlines a five-step to project management and offers leadership advice to help train your team.

The five-steps of collaborative project management are:

  1. Initiate the Project
  2. Plan and Setup the Project
  3. Work the Project
  4. Track and Re- Plan the Project
  5. Close the Project.


Secondly, we have mapped the five-step project process to the Free SharePoint Project Management Template to make it even easier to develop a standardized process.

The template, which ships with a pre-planned project site works on SharePoint 2019/ 2016/2013/2010, and SharePoint Online.

This is the first in a series of posts about managing a project using these five-steps and the Free SharePoint Project Management Template. During the series, we’ll use the example of a website redesign project to explore the key features of the Free SharePoint Template.*

Let’s start your journey to successful project management on SharePoint with project initiation.


How to Initiate A Project With SharePoint

Starting your project can often be one of the most difficult parts of project management. Where should you start in order to get the new project underway?

There are three key steps to make sure you initiate a project correctly:

  1. Get the project approved, sponsored, and resources allocated
  2. Decide the project management process
  3. Create a collaborative project site.


The first two steps are focused on getting the right  people and process in place before starting work. During the third step, you’ll need to roll up your sleeves and work with SharePoint.


1. Get the Project Approved, Sponsored, and Resources Allocated

It’s important to engage the project sponsor early and often during the project.

In some cases, the project sponsor will identify the business need for a project and assign the work to the appropriate project manager.

Other times, a project manager may propose an idea for a project to senior management. As part of the approval process, a sponsor is assigned to the project.

Either way, the project sponsor is critical to your success. The project sponsor helps to remove roadblocks; oversees the progress of the project; deals with last-minute changes, and decides if the project is a success.

Meet with your sponsor early on to discuss goals, timelines, and resource allocation. This will allow you to prepare the project charter, a vital project document!

A project charter or statement will contain some or all of the following information:

  1. Project identification
  2. Project description
  3. Project objectives
  4. Project customer
  5. The proposed project manager
  6. The type of project
  7. The status of the project
  8. Start and end dates
  9. Project Assumptions.


Certain projects will also require you to have a high-level plan at this early stage. The amount of information and process needed for this first step will depend on the project in hand, the organization you’re working for, and on the preferences of your project sponsor.

The sponsor will also allocate the people you need to work on the project and free up any other resources such as the budget.


2. Decide the Project Management Process

Next, you need to decide how to manage the project and how much project management rigor you will apply. As depicted in the diagram below, some projects require a lighter touch and some require much more project management.


project management process



The Free SharePoint Project Management Template includes all of the project management essentials to help you plan, track, and re-plan the project using the elements in the ‘Lite’ step above.

Free SharePoint Project Management Template Homepage


Once you have downloaded and installed the Free SharePoint Template,  you will use the ‘Getting Started’ tiles to start the project. The guidance will help you to:

  • Add the Project Statement with key information such as the project name and description, project manager, status, and due date.
  • Create and assign tasks to the project team.
  • Add documents to the Document Library.


We’ll take a look at managing these steps in your SharePoint Project Management Template in more detail in the next article. If you want to skip ahead, Chapter 3 of our online guide, How to Use SharePoint for Project Management, has everything you need to plan the project!

Finally, if you need to quickly share the project management process with the team, the Project Wiki outlines the five-stages of collaborative project management.




3. Create a Collaborative Project Site

This step is critical to successful collaborative project management. A project site acts as a single source of truth, making it easy for the team and stakeholders to know what has happened and what needs to happen so they are empowered to help you deliver and manage the project.

SharePoint is a great tool for collaboration but it takes time to configure a basic site for project management. The Free SharePoint Project Management Template provides key project management capabilities straight out-of-the-box, including:

  • The project homepage with key project metrics, status icons, and ‘Tasks by Status’ chart
  • Tasks List
  • Project Status Report
  • Project Wiki with project management guidance.


All you need to do is download and install the Template before creating your first project site – no coding or configuration required.

There are three simple steps to download and install the template from the BrightWork website.

  1. Complete and submit a short form to download the version of the free template suitable for your SharePoint environment in a zip file. The Free Template runs on SharePoint 2010/2013/2016/2019 and SharePoint Online.

SharePoint Free Template download


  1. Install the template in your SharePoint environment following the steps in the online guide.

Install SharePoint project management template


  1. Using the installed template, launch your first project.

Install SharePoint project management template


Grace Windsor

Grace is a content creator within the marketing team at BrightWork. She loves creating actionable content in different formats to help others achieve more project success. Grace spent far too long at university studying English literature, which instilled a life-long love of learning and upskilling.

In her free time, she enjoys a challenging session at the gym, tucking into a good book, and walking the beautiful Galway coastline with her dog.
Grace Windsor

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