81 Step Project Management Checklist
posted by John Spacey, November 15, 2012The project management checklist below covers the most common project management tasks.
Tasks should be added and subtracted to match the complexity of your project and your project management methodology.
Business Case (document)
☐ Business Context☐ Project Overview
☐ Project Alternatives
☐ Target Business Outcomes
☐ Value Proposition (e.g. ROI, net present value, payback period)
☐ Assumptions
☐ Constraints
☐ Risks
☐ Deliverables
☐ Requested Budget and Financial Schedule
Business Case Review (process)
☐ Identify Approvers☐ Communicate Business Case
☐ Business Case Review Meeting
☐ Business Case Approval
☐ Financial Approvals
Feasibility Study (process)
☐ Conduct a Feasibility StudyProject Charter (document)
☐ Project Objectives☐ Project Benefits
☐ Solution Constraints
☐ List of Stakeholders
☐ Project Organizational Chart
☐ Project Scope
☐ Out of Scope Items
☐ Phase Definitions and Initial Schedule
☐ Resource Requirements
☐ Initial Communication Plan
☐ High Level Risk Management Plan
☐ Spending Authority and Initial Budget
Project Charter Review (process)
☐ Identify Approvers☐ Communicate Project Charter
☐ Project Kickoff Meeting
☐ Project Charter Approval
Initiation Phase Review (process)
☐ Perform Initiation Phase ReviewProject Planning (process)
☐ Develop a Resource Plan☐ Obtain Resource Approvals
☐ Set Up Project Office
☐ Develop Project Management Plan
Project Management Plan (Document)
☐ Scope Management Plan☐ Communication Plan
☐ Project Budget
☐ Risk Management Plan
☐ Quality Management Plan
☐ Procurement Plan
☐ Resource Management Plan
☐ Project Change Management Plan
☐ Financial Management Plan
☐ User Acceptance Plan
☐ Work Breakdown Structure
☐ Project Schedule (including milestones)
Planning Phase Review (process)
☐ Perform Planning Phase ReviewProcurement (process)
☐ Develop RFI☐ Communicate RFI
☐ Review Vendor Responses to RFI
☐ Develop RFP
☐ Communicate RFP
☐ Review Vendor Responses to RFP
☐ Select Vendors
☐ Negotiate Vendor Contracts
Execution Process (repeated process)
☐ Build Deliverables☐ Manage Risk and Issues
☐ Control Budget
☐ Manage Project Cash Flow
☐ Update Project Plan
☐ Manage Communication
☐ Manage Risks
☐ Manage Project Team
☐ Manage Project Vendors
☐ Manage Quality
☐ Manage Change Management
☐ Manage User Acceptance
Execution Phase Review (process)
☐ Perform Execution Phase ReviewProject Closure (process)
☐ Evaluate Project Performance☐ Evaluate Individual Performance
☐ Perform Lessons Learned
☐ Perform Post Implementation Review
☐ Identify Outstanding Risks and Issues
☐ Handover Project Documentation To Customer
☐ Release Project Resources
☐ Finalize Vendor Contracts
☐ Develop Project Closure Report
☐ Communicate Project Closure
Project Management Guide
A comprehensive guide to project management strategies, techniques, methods and careers.
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Manage by leading your team. |
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Get the most from your talent. |
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Information isn't knowledge. Knowledge management is the practice of turning the rivers of information that an organization produces into valuable, actionable knowledge. |
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Tables of contents for common project management documents. |
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