Stand your project up right, before the first task is assigned.
Most projects fail not because the team wasn't capable, but because they were never set up correctly. No clear scope. No shared understanding of success. No plan for what happens when things go sideways.
Initiate is a 2 to 4 week engagement that builds the full project foundation from scratch. We conduct stakeholder interviews, define scope, build out your core project documents, and close with a facilitated team alignment session.
- Startup founders launching a new initiative
- Small business owners standing up a team project
- Leaders who have seen projects fail and want to get this one right
- Companies without a dedicated PM on staff
- Project Charter (signed)
- Stakeholder Register
- Risk Register
- Communication Plan
- Facilitated team alignment session
- Post-session summary with next steps
A process you can see coming.
- 01
Discovery
Stakeholder interviews, constraint mapping, review of existing materials.
- 02
Documentation
Charter, registers, and communication plan built and reviewed with your sponsor.
- 03
Alignment
Facilitated session with the full team to build shared understanding and commit to a path forward.
Three tiers. One flat fee each.
Match the tier to your situation. Every number below is the number you pay, no hourly surprises.
A single, well-defined initiative being stood up for the first time with a small, aligned team.
- Full project foundation
- Core documents
- One alignment session
A multi-stakeholder project with moderate complexity, competing perspectives, or existing documentation that needs reconciling.
- Everything in Foundation
- Multi-stakeholder reconciliation
- Extended discovery
All engagements are flat-fee, no hourly surprises.
When Initiate ends, the Fractional PM Retainer keeps the structure running. Most Initiate clients who want continuity move straight into it.
Before you book.
- How long does Initiate take?
- Two to four weeks, depending on tier and the number of stakeholders. We set the timeline with you in the first discovery call.
- What do we walk away with?
- A signed Project Charter, a Stakeholder Register, a Risk Register, a Communication Plan, and a team aligned on a path forward. Tangible documents, not a slide deck.
- Do you run the project after Initiate?
- Only if you want us to. Many clients move to the Fractional PM Retainer for ongoing support once the foundation is set.
Still deciding? The discovery call is free and there is no pitch.
Book a free 30-minute discovery call.
We confirm Initiate is the right fit, or point you to the one that is. Flat-fee from there.