Requirements Completeness Evaluation Checklist Here’s a project management checklist to help you get organised and make sure that you don’t miss anything. Find the Best Project Management Template for Projects of All Sizes. Check back through your Project Log to make sure that you pick up everything relevant. Hopefully that will be all of them, but see the tip below if not. The first aspect to address is the project management model to follow. However, while achieving business benefits is the most common project justification, it isn’t the only one. Managing a project isn’t only about tasks and resources, budget and deadlines, it’s an experience you can constantly learn from. Here are some of the items that are usually included in a project requirement checklist: The name or title of the project. Quality: Ensure that you’ve included the necessary quality activities, such as testing each individual product, and then project-wide quality activity such as quality audits. The purpose of this collection of project management templates, project management checklists and tips is to plan, implement and manage projects professionally – which of course includes also ITIL implementation projects.. It’s easy to be too focused on benefits, or even a given level of financial benefits, when you’re thinking about whether a project is justified or not. Metrics: Calculate the final totals for financial spending, staff hours, performance, and any other figures required for the Project Completion Report. This will be maintained throughout. Orders: These are important where you have external products coming in from outside the project, many will need an ‘order’ product; they won’t arrive by magic. These are the lists that you need to complete before any project can get the green light. Inter-project dependencies: These occur where you can’t start to build a product in your project until you have received something from someone else’s project, such as a copy of a design specification. required for completing the task. Other Controls: Details of any other controls to be used, not covered in the other plans in the PMP. By using our services, you agree to, Copyright 2002-2020 Simplicable. You’ll need some or all of the following: Project Plan: With the product, activity, and resource plans and also the budget. Although your project isn’t responsible for creating that item, you may need an activity to check it or install it. Holidays: Check that all of the scheduled activity is on working days and avoids public holidays. Completeness: Have you copied every product onto the activity plan as a heading? The first of our project management steps is to settle on the idea of a project; to scratch out the concept and agree that it will be taken further than the drawing board. Good product plans lead to complete activity plans, realistic resource plans, and more accurate costings; all of these are really helpful for project control. Most people will have to work a period of notice with their current employer before joining your organisation so you may have to allow for a four-week lag, and probably even more. Lead times on supply: Make sure that you have sufficient lead times on things like supply. Using the project management checklist would be useful as it would act as a tool to question the various parameters and factors in a structured manner. Download Project checklist template and checklist sample. Encourage honesty. This shows what will be bought and when, including lead times. .’. Example of Project Management Checklist Template. Quality Plan: The level of quality to be achieved, and how you will achieve it. This project management process checklist details the five phases of a project, and details the actions and responsibilities you must fulfill to ensure your project is successful. Training: A lot of project planners forget user training. Lead times on approvals: Check that you have a realistic turnaround time on approvals. Staff capacity: Check that the work scheduled for project staff is in line with their capacity. The aim of your business case is to gain organizational support and funding approval for an initiative by providing all necessary rationale for informed decision making. Whether you’re starting a project from the beginning, or you’re taking over one that’s already been started, you’ll need to check that everything you need is in place. Installation: Where you have an external product, such as a Pink Widget bought from a supplier, check if you need an ‘Installed Pink Widget’ product which may be something that your project will create. Infrastructure projects often fall into this category, such as a project to install a new computer network. The … Here’s a project management checklist to help you get organised and make sure that you don’t miss anything. Three major planning documents exist, but the second one — the Project Management Plan — contains quite a few other plans. First, here are the essentials to any perfect project management checklist. The Outline Charter sets down the scope and an overview Business Case and is developed using project expertise, not just business expertise. Begin with a solid checklist of guidelines to ensure a business case that's more than buzzword hype. Inter-project dependencies (inbound): Note any inter-project dependencies on your product plans. The number of the workforce that the project needs in certain time periods. Crashable activities: Identify which activities could be crashed if you come under time pressure. Project memos and change: Make sure that you’ve built in and resourced continuous management activities for things such as problem investigation, investigating newly identified risks, dealing with change requests and simply visiting team members to encourage them. The three documents in Kick Off work up the idea for a project from a one-side overview to an Outline Charter. As you check your products, think about these areas. To be a successful project manager you need to have a comprehensive understanding of what is required in the five basic phases of project management. When you come to check your activity plans, run down this checklist. Creativity The ability to see things differently and approach things uniquely. Replacing worn out equipment or redecorating the HQ building are often just ‘maintenance’ projects. Stage Completion Report: Produced at the end of each stage, this report is used by the Project Manager to inform the Project Steering Group of how the stage went. Legal issues: This covers items such as licenses. This template also assists the project team with developing a comprehensive scope statement that succinctly communicates project deliverables to key stakeholders. This check applies both to internal approvals (such as agreeing design specifications) and external ones (such as planning permission for building extensions). The Outline Charter: Okay, it’s looking like a viable project now. Here, a project scope checklist is available in a free download to assist the entry-level project manager with developing initial scope requirements. Change management increases the end-user adoption of a solution created by a project, for example, using a company intranet or new document management software. You’ll have an idea, do a little research to see how it would be completed, then pitch it to the relevant powers for examination and approval.This stage will change a lot depending on the idea which is being developed. It outlines the scope, goals, budget, timeline , and deliverables of a project, and it’s essential for keeping a project on track. Management products: Although your main product diagrams will only show team products, list the products you need to manage the project separately, such as progress reports and Stage Plans. For example, the 15 Steps to Good Research by the Georgetown University Library. There are specialist project management companies and, while this may be a bit more expensive, this can take many of the hassles out of the whole building process. With your goals and objectives, try and answer these two high-level questions: So, the project team simply go through all one by one and mark it done for verified things. 5. This simple project management checklist template arrives pre-populated with one hundred queries for the various duties essential. Product completion: Check to be quite sure that all project products are completed, which includes successfully passing any tests and checks. Overlaps: Make sure that you haven’t missed any overlaps where a second activity can be started before the first is completely finished. Samples of Project Management Checklist : Project Management Checklist Template Example. So, what was the final time and cost? Check that you’ve taken into account things like booked personal holidays and work on other projects. Although you might think this is a light-hearted point, it’s actually a serious one. Project Completion Report: Produced by the Project Manager at the end of the project, it reports how the whole project went. The following examples of project management goals may help you to design your performance objectives (e.g. Project Completion Report: Prepare the Project Completion Report together with a business presentation, if this is required by the Project Steering Group (PSG). It is a good habit to use the most specific word available to describe project management scenarios. Physical resource release: Arrange the return of equipment and the release of accommodation, such as team rooms and perhaps even whole sites. Then make sure that the timing of your activity is consistent with the availability of the necessary input from the other project(s). Communications Plan: What information will be needed and how it will be communicated. Can the other project live with a pause while it waits for the product to be ready, or will you need to adjust your project to create the product earlier? A comprehensive guide to project management strategies, techniques, methods and careers. Return to the list of project management skills. Staff availability: Ensure that staff are scheduled for project work only when they will be available. Organizational change is a funny thing. Don't dive right in and start writing. Except for the external products, make sure that you have at least one activity listed for each product to cover the work required to build it. The Idea: A one page overview of the basics of the idea for the project. The task checklist that should be disseminated to the workforce of the project. Handover documentation: If there should be formal handover documentation (such as legal documents), check that it’s been completed and is properly stored. The construction project management checklist. Report violations. Covers key project phases - Initiation, Planning, Execution, Control and Close. Assemble lessons information: Prepare a statement of lessons learned during the project. Signoffs and handovers: Check that all necessary products have been signed off as okay, and that any handovers to users have been done. Benefits: Okay, the most common justification first. You as the sponsor must document the business case after satisfactory analysis h The primary objective of organizational change management is to execute an effective strategy. Business Case (document) ☐ Business Context ☐ Project Overview ☐ Project Alternatives ☐ Target Business Outcomes Each project phase is defined on a separate excel tab for a better view. Something is bound to go wrong, and having no contingency is simply asking for problems at best, and project failure at worst. . If someone is only available to your project for ten per cent of their time, make sure that their activity reflects that with a one-day job taking ten elapsed days. BRANZ (the Building Research Association of New Zealand) has a list of Accredited Advisors who can also manage a building project, or even specific elements within the overall job. The Recommendation: Typically five to ten sides of paper, exploring options, recommending one, recommending not to go ahead after all, or perhaps recommending that while the work should be done, it doesn’t need a project to do it. Tasks should be added and subtracted to match the complexity of your project and your project management methodology. A project management template is an effective tool for any project -- big or small, simple or complex. Don’t overlook them; they’ll need time and resource to produce. MBO or balanced scorecard). Logic: Check the flow of products on your Work Flow Diagram. The starting date of the project. Compliance: You have to run the project whether there are benefits or not. Project Completion Meeting: Ensure that preparations are in hand for the completion meeting of the PSG (it’s like a final Stage Gate), such as a room booking, presentation equipment, and refreshments. Project Charter: The strategic view of the project. If you’re doing version control, you should check that, too, and make sure that everything has a complete status. Project planning checklist is relevant to the whole project management planning phase and assures your all work by validating through checkboxes rather than just to a certain document to ignore. This material may not be published, broadcast, rewritten or redistributed. Project Management Plan (PMP): The tactical view of how you’ll manage the project. Benefit measures: Often, some benefits will already be visible at the end of the project, so they can be measured now and reported now. Your activity network will be especially useful here as the chains of activities don’t show up very well on a Gantt. Formulating a business case and proposing your project to senior management for buy-in can be tricky. Project Issue (or Project Memo): A communication from anyone in the project to the Project Manager, but you may choose to use them for written communications between the Project Manager and the Steering Group too. And be realistic about how much time you need for it, too, or you’ll face unnecessary pressures and bigger problems because you missed things and didn’t take corrective action in time. Project management checklists are essential tools for the busy Project Manager (that’s you), and the checklists in this Cheat Sheet are the ones you’re simply going to have to have. This project management checklist helps you check the justification for your project and so generate the basis for a sound Business Case. Cost code: Arrange for the project cost code to be closed, unless it is to be kept open for any modification to products after project closure. Once you have established the amount of time needed for each task, you can work out the effort required for each deliverable, and a delivery date. You may as well increase your own with ease. Set the Vision, Goals, and Objectives. Ensure that the dependencies are complete, necessary and logical. Quickly Customize. The PMBOK® now makes it clear that while change management is an important part of a project management plan, a change log is a project document and should not be included in a formal project plan. Does the brief cover the purpose of the project, the scope of work, and does it identify any relevant documents driving the project (e.g. You add more detail at each point when you have established that the project is worth progressing. Easily Editable & Printable. That might be compliance with legal requirements or something like a head office instruction that ‘All regional offices will run a project . Inter-project dependencies (outbound): Where another project needs stuff from your project, make sure that you will be producing it in time. It sets down what work is to be done and how. This is his fourth For Dummies book. And don’t forget supplier staff and support staff when preparing the invitation list. In some cases a change is so complex that no one person has a true end-to-end view of it. Lags: Check for lags where a second activity can’t start immediately after a first one is complete. This checklist forms the basis for putting together an activity network for your project management. A project management checklist is an essential tool to “quick start” any project. Assess the controls: Think back over the project and evaluate to see whether the controls worked or whether there were problems. A project checklist, as its name implies, is a checklist template which aims to help in the accomplishment of a specific project. Available in A4 & US Letter Sizes. It is important to identify the model to follow at the very beginning of the project. The project will pay back with business benefits which outweigh the cost and effort involved in running the project. This project deliverables checklist is designed to give an overview of the main project deliverables examples of Initiation and Planning phases. Use the product names as headings, and then under each one list the activities you’ll need to build that product. Acceptance criteria: Check to ensure that the project acceptance criteria (set down in the Charter) have been met. One of the advantages of the approach is in flushing out hidden bits of the project to give you a more complete view of what’s involved. Enabling: The project itself won’t deliver benefits, but it will put something in place that will allow other projects or operations to deliver benefits. Make sure that you have contingency to protect the Critical Path, or the Critical Chain if you are using that technique. Contingency: Have you got sufficient time contingency in the plan, and is it visible? 1. If you are using a computer tool, it should have warned you of any problem, but even so make sure that any national holidays are correctly shown in the project calendar. Project audit is a continuous process that starts at the execution stage of a project and goes on till the project’s end. Communications: Internal project communications don’t need to be put on the plan, but there may be other important communications products that do, such as briefings for business staff, a website and publicity materials. Stakeholder Plan: If you have a significant amount of Stakeholder management to do, how you will do it. You’ll need some major documents here for project approval and then control. It’s important that you mark the achievement by thanking the staff for their work and celebrating the success. Project Management Checklist: Arranging meetings - Preparing a Meeting - Item Task Details 1: Define the group of participants: 2: Determine the venue and the meeting room (internal or external) 3: Determine the topics to be discussed and draw up the Agenda: Time allowed for each topic; Beginning and end of the meeting; Plan in breaks The product-led approach to planning, set out in this checklist, is hugely powerful as well as being very logical. They go like this. While you should have been learning throughout the project, now is a great time to look back without the pressure and distractions that might have dulled your focus.Gather the core team to invite feedback about what worked, and what didn’t. Work Package: A work assignment given to a Team Leader by a Project Manager. Project Management Checklists For Dummies Cheat Sheet, How to Start Your Project Stakeholder Register, Enterprise Agility in 3 Not-So-Easy Steps. Check that you have included relevant products such as training materials, room bookings and staff attendance schedules. The most important project management checklists — the real top-line items — fall under three main headings: Kick Off, Project Planning, and Project Control. For beginners in construction project management, here is a basic checklist for most reasonable size construction projects: Scope. Agile project management has largely replaced older "waterfall" approaches for managing technology projects, and for good reason. Even the stages and elements that require to ensure the success of a project. The approval certificates are products, but so too are applications to ask for them. Assess the plans: Think back and assess whether the plans worked, or whether they were too detailed or not detailed enough to exercise effective project control. It aims to check the project against success criteria and confirm that this project remains effective and follows documented quality standards and requirements. It should also record any lessons learned during the project, good and bad, that may be of value to future projects. Have a look at this list to check your project out. The responsible person who will carry out the task. Instantly Download Project Management Checklist Template, Sample & Example in Microsoft Word (DOC), Google Docs, Apple Pages Format. All rights reserved. When included in project planning and throughout the project, change management makes it … That's easier to say than do. If the managers in overall charge of the project and its preparation, the Project Steering Group (PSG), accepts the Outline, it’s time to start the project itself, and that begins with the Planning Stage. Management products: Check that you have activities and brutally realistic timing for creating and updating management products, such as producing Stage Plans, keeping the Business Case up to date and creating regular progress reports. Stage Progress Report: For the Project Manager to report progress to the Steering Group, possibly copied to others such as organisational managers and Project Managers of any interfacing projects. For each task, determine the following: The amount of effort (hours, days, etc.) For example, you can’t start the induction training of new staff the day after the employment contracts have been sent out. Project Completion Checklist. External products: Check to see if you need any activity for something coming in from outside. Each checkpoint can be Open, Closed or N/A. master plan, education brief)? The documents are designed to provide practical support for anyone assigned to do the actual "project work". One of the basics of project management is setting goals and objectives for your project. Project deliverables list can be heavily different from project to project, but there are project deliverables in project management that are common for almost any kind of a project. During the Delivery Stages, the Closure Stage, and the evaluation of the project, you’ll need some further documents. A project team will work through one or more Work Packages in a Delivery Stage. Were there any problems that will affect future stages? N/A should be used when the question is not applicable. Correct dependencies: Be sure to check every activity dependency to be confident that it’s accurate and also that it’s in line with the dependencies you identified on your Work Flow Diagram. Team Progress Report: Where you have a project with multiple teams working, the Team Leaders will need to inform the Project Manager of progress on their current work assignments. 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