Agile Roadmap Template

The “project initiation document template” provides a list of essential elements. These elements include the acceptance criteria, RACI matrix, project portfolio management, and project charter.

Project management technology helps to break down mighty project objectives into small achievable tasks.  Tasks are divided into sprints of 1 to 3 weeks and the cycle is repeated.

The majority of project management organizations have shifted to agile planning because this adaptable planning system is easy to manage and time-saving. Stakeholders, team members, and managers are quite aware of the week-to-week changes taking place in that project.

What Is A Project Initiation Document?

The agile project initiation template is a great way to get your projects started on the right foot. This template provides you with a clear and concise way to define your project’s goals, objectives, deliverables, and approach.

This template also includes a work breakdown template to help you organize and manage your project. If you’re starting an Agile project, firstly you’ll need to create an agile project initiation document. You can use a template work breakdown template to help you create this document.

Agile Project Initiation Document (PID) Template in Excel is a valuable tool used to initiate and plan Agile projects effectively. This document serves as a foundational blueprint, outlining essential project details and guidelines for the entire team.

The Excel format provides a structured layout for presenting information, making it easy to organize and access critical project data.

Why Is A Project Initiation Document Important?

The agile project planning template is used widely for project management purposes. By using this template, the project manager and the organization can start with a broader vision and direction. A few benefits are mentioned here;

Enhanced Quality of Work

Improved planning results in better outcomes. Both the client and production teams are directly in contact with each other and this easy communication helps the client to make desirable changes in the final product.

Strong Grip Over the Project

the constant check on the quality of the product and frequent communication between both parties is a plus point and it gives a better grip over the project.

Minimizing Risk

Better knowing about the coming tasks helps the team to plan accordingly. This automatically reduces the chances of technical and production risks.

Focused Team

Agile planning brings so much positivity and everything is pre-planned which reduces the burden on the production The lesser the burden the more motivated and focused the team will be.

Improved Predictability and Flexibility

A better grip on the project improves the flexibility of the team. All the tasks are done in sprints so the well-defined deadlines make the project much more predictable.

Acceptance Criteria

The first element you’ll need to include in your initiation document is your project’s acceptance criteria. These are the conditions that must be met in order for your project to be considered a success. Acceptance criteria should be specific, measurable, achievable, relevant, and time-bound (SMART).


Firstly, you’ll need to develop a clear understanding of the project’s acceptance criteria. The agile project initiation document template will ensure that everyone involved in the project is on the same page from the outset.

Basically, acceptance criteria are key to the success of any Agile project. They ensure that everyone involved in the project understands what needs to be delivered, and when. The acceptance criteria should be unambiguous, clear, and concise.

This document will serve as a roadmap for your project and will help you keep track of your progress along the way. In order to create an acceptance criteria template, there are a few key elements you’ll need to include.

This will ensure that everyone involved in the project understands the timeline and knows what resources are available.

RACI Matrix

Another important element to include in your initiation document is a RACI matrix. This matrix will help you to identify who is responsible for each task in your project, who is accountable for its success or failure, who needs to be consulted during its execution, and who needs to be informed of its progress.


This matrix will help you understand who is responsible for what tasks within the project and will help keep everyone accountable throughout the duration of the project.

In actuality, they help to clearly define roles and responsibilities, so that everyone knows who is responsible for what. Again, this helps to avoid confusion and ensures that everyone is on the same page.

Project Portfolio Management

In project portfolio management, the agile project initiation document template is used to define and track high-level project information such as title, owner, dates, and product vision.

Project Portfolio Dashboard
Project Portfolio Dashboard

This type of template can also help your team predict how much work is needed to complete the project and ensure everyone is on the same page from the start.

Creating an agile project initiation document template is a great first step in getting your project off the ground. Your project portfolio management (PPM) process is the system you use to identify, select, and track projects throughout their lifecycles.

A well-run PPM process ensures that your organization is always working on the right projects—ones that align with your strategic objectives—and that those projects are successful.

Project Charter

The next step in initiating an agile project is to develop a clear and concise project charter. This document sets forth the overall goals and objectives of the project, as well as the roles and responsibilities of everyone involved.


The charter should be reviewed and approved by all stakeholders before work begins. It should include a brief description of the project, the objectives, scope, and deliverables. The charter should also identify the project sponsor and stakeholders.

Work Breakdown Structure Template

A work breakdown template is a tool that can be used to create a detailed plan for the project. This template should include all of the tasks that need to be completed, as well as the resources required for each task.


This will help you to break down your project into smaller tasks and give you a better understanding of what needs to be done and when. This document outlines all of the tasks that need to be completed in order to successfully deliver the project.

All stakeholders should review and approve this template before work begins. You’ll need to create a schedule outlining when each task in the work breakdown template will be completed.

Format of Project Initiation Document Template (PID)

Agile project initiation is different from the traditional one. Agile works for the project’s overall success while the initiation document focuses on the pre-project planning and documentation to get a clear image of the project. The agile project initiation document includes;

Project Summary/Brief

Agile project managers often ignore this part but it is the most stressful thing in a project.  The Project brief before the start nearly sets the direction of the whole project.

Team Formation

Identify who can be responsible for what according to their skill and capacity. And then form teams for the specific task. You can provide the training before the start if it is required.

Initiation plan

It gives information about the expectation of the end product of the project.  The better and more realistic the initiation plan the more adaptable it will be.

Initial Requirements

Look for the things, technology, people, and minors who are required to fulfill the project objectives.

These are the Categories of Templates In Agile Software

Agile Project Plan Template

Project plan templates are quite useful in managing everything in a project. As it breaks down into sprints and the further spreadsheet is made accordingly.

●Agile Project Plan Template
● Agile Project Plan Template

The core components are task titles which are further categorized into sub-tasks following priority level. The owner of the task is allocated. Further starting and ending dates are defined with another column having the status of the task (yet to be done, in progress, complete)

Agile Product Roadmap Template

The agile roadmap helps to form a suitable product strategy. The product roadmap may have variations according to the ongoing situation of the market.

Agile Roadmap Template
Agile Roadmap Template

Every company can set up its own roadmap by keeping in view its product vision and strategy. Also, allocate teams and stakeholders according to your product. Frequently check the roadmap and make changes if needed.

Agile Sprint Planning Template Excel

Sprint is set according to the deadline of the product. It can be called the phases or steps in which tasks are subdivided. Sprint duration can vary from 8 to 10 hours to the limit of 1 week or a month. The team plans their work in reference to the sprint.

●Agile Sprint Planning Template Excel
● Agile Sprint Planning Template Excel

By using this technique team members are better engaged and motivated to finish the task on time. Tracking the progress is another plus point that keeps the working team and the rest of the people involved, updated about the progress of the project.

Agile Requirements Document Template

It works well in the planning phase of the project. An agile requirement document is similar to a business requirement document.

Actually, the main idea of both templates is the same. It includes an understandable definition of the project. The scope of the product, features of the product, and its market presence are included.

●Agile Requirements Document Template
● Agile Requirements Document Template

Business partners involved are also recorded in this document. All necessary documentation required for a business plan is done.

How to Create AGILE PID in Excel Template?


Nowadays most companies prefer agile software for product initiation documents. It amplifies the project management system thoroughly. This particular document has everything you need.

It is formed in the pre-planning phase of the project and then further amendments are made as to the project’s progress. The agile project initiation document template contains the project title or name, project manager, stakeholders, sponsors, clients, production, and management team as well.

Deadlines are also decided before the start of the project. So, starting and completion date is recorded which keeps the team motivated and focused on the final outcome of the project. Always go for the achievable target and realistic deadline otherwise you may face trouble at the end of the project.

Project details are also mentioned in the initiation document. The summary of the project is precise but self-explanatory.

Objectives, expected outcomes. The budget and possible limitations are recorded before the start. It helps to develop a clear plan of action for the smooth running of the project.

By the initiation document name of the project manager makes the document and data are added. This is used as an official document and has its worth.

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