Key Initiative Workbook

Resource Overview

Use this template to detail all of the elements of an important initiative you will embark on in the upcoming year.


Related Resources

Your Problem

You need to document all of the details for an important initiative to obtain buy-in from key executives.

Our Solution

Use our Key Initiative Workbook to identify all of the elements of a key initiative your organization will be tackling in the upcoming year. This workbook was designed as a multi-faceted approach to key initiative planning that will enable senior management to fully understand the goals, milestones, projections, metrics, risks and revenue impact of any program in the planning phase.

Each tab provides allows you to provide an in-depth look at the section in question. The sections to be completed in this workbook are as follows: Key Initiative Overview, Milestones & Work Breakdown Structure, Business Impact Analysis, Key Performance Indicators (KPIs), Critical Success Factors (CSFs) & Management Plan and Risk Assessment.

Key Benefits

  • highlights the main goals of your initiative
  • documents all of the key elements for your initiative
  • identifies KPIs and CSFs as well as risks
  • analyzes revenue and business impact
  • saves hours on formatting


Microsoft Excel Spreadsheet

Estimated Time Required: 4 Hours

Skills Required: Excel (Basic)