Project Initiation Meeting (PIM)

The PIM is the structured kickoff for any new project. Sageon Business gives you a 10-section checklist to make sure nothing gets missed at the start.

When to run a PIM

• Always for new projects above £25k or 3 months
• Optional for small / internal projects
• Re-run if the project radically changes (new sponsor, new scope, new tech)

The 10 sections

1. Meeting setup — date, location, duration, attendees
2. Key contacts — sponsor, PM, technical lead, supplier reps
3. Contract recap — what we've committed to deliver, by when, for how much
4. Objectives & success criteria — what "good" looks like
5. Governance — how we'll run steering, escalation, change control
6. Team & resourcing — confirmed roles + names
7. Risks & dependencies — top risks at start (these become initial RAID entries)
8. Communications — cadence, channels, distribution list
9. Actions & next steps — what happens in the first 2 weeks
10. Sign-off — sponsor approval to proceed

How it works in Sageon Business

From the project → PIM tab. Each section is a card you fill in either during the meeting or immediately after.

As you complete sections, the PIM completion progress bar updates. A green tick means the section has all required fields. The "View PMP" link shows where the PIM data feeds into the longer Project Management Plan.

Saving and approval

Each section saves independently — no risk of losing work if you close the tab. The whole PIM gets approved as one (Submitted → Approved by sponsor) once all sections are complete.

Tips

• Do it within 5 days of contract signature. PIMs done weeks later miss critical context.
• Don't skip the contract recap. Most project disputes start because someone in the room didn't understand what was promised.
• Capture risks even if vague. "Unsure about supplier capacity" is a valid risk — log it.