Project Initiation Document
The Project Initiation Document (PID) is one of the most important documents. JISC infoNet provides a link to a PID template on the project management infoKit.
The core recommended contents for a PID include:
| PID Table of Contents | |
| 1 | Project goals and objectives and critical success factors |
| 2 | Project scope |
| 3 | Identified risks and constraints affecting the project |
| 4 | Assumptions made about the project |
| 5 | Project's organisation structure and roles and responsibilities |
| 6 | Project control mechanisms |
| 7 | The reporting framework |
| 8 | Stakeholders and their involvement |
| 9 | Project planning and a milestone project plan |
| 10 | Project budget |
Most of these areas are covered under project planning in Developing your EDRM project plan. One vital area that needs to be explored here is the scope of the project.
Project Scope
EDRM and Records Management
One of the most important areas to decide on is how the EDRM project relates to any overall records management project within the education organisation. JISC has been promoting the importance of professional records management in the education community for several years. There is a new infoKit on records management. Education organisations considering an EDRM procurement can be categorised as being in one of three states.


