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Initiative Summary on a Page

Initiative Summary is a great way to set out the initiative on a page. It is great for summarising some of the key information for larger initiatives and can be used instead of a full definition document for smaller initiatives. It is a simple tool that answers the what, why, who, where, how and when. On one page, it gives and overview of the: vision, scope, strategic alignment, benefits, risks, roles, timescales, deliverables and key milestones.

It is normally written by the person delivering the change and communicates key information. It enables people to see a quick picture of the initiative without reading a multiple page document.

Source: University of Birmingham

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Hints & Tips

  • It can be used to set the scene for a group planning session or a working group to get everyone thinking about what’s involved in the change.
  • Or alternatively as a visual aid when trying to get buy in and support from key stakeholders.
  • By the time you reach the end of the Set Up phase, you should be able to complete all sections of this page.