Project Initiation Checklist

Project Name: Project Manager: Project Sponsor: Project Customer: Facilitator: Review Date:

Background Background of the project: [Replace this text with a brief description of the project background. Identify the source of the project request.] Yes Have project objectives been defined and are they clear? Organization Yes Has a project sponsor been identified? Has a project customer been identified who will sign-off the requirement and accept the delivery? Has an issues escalation mechanism been identified? Has an ultimate authority been identified who can make final say on project continuation? Has Project Manager been identified? Has Business Analyst been identified? Has Core Team been identified? No Comments [Replace this text with name of project sponsor.] [Replace this text with Customers name.] [Replace this text with location of escalation mechanism process.] [Replace this text with authoritys nameusually a Steering Committee or Project Sponsor.] [Replace this text with name of Project Manager.] [Replace this text with name of Business Analyst.] [Replace this text with a list of names of the Core Team.] No Comments [Replace this text with your project objectives.]

Objectives

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Project Initiation Checklist

Project Definition Yes Has a Business Case been developed and approve by the authority? Has the project been prioritized? No Comments [Replace this text with the location of business case and name of approval authority.] [Replace this text with the Priority Number and the location of meeting minutes.] [Replace this text with the location of the Business Requirements document.] [Replace this text with the location of the Deliverables document.] [Replace this text with the location of Acceptance Criteria document.] [Replace this text with the location of the Project Management Methodology procedures.] Yes Has Risk been assessed? Have Risk Mitigation Strategies been defined? Has a Contingency Reserve been established? In-Scope Yes Have business functions been identified? Has Project interface been identified/documented? Have business processes impacted by the project been identified? No Comments [Replace this text with a list of inscope business functions.] [Replace this text with the location of the Interface diagram/document.] [Replace this text with the location of the impacted processes list.] No Comments [Replace this text with the location of the Risk Assessment document.] [Replace this text with the location of the Risk Mitigation document.] [Replace this text with the dollar amount of the Contingency Reserve.]

Have Business Requirements been completed and sign-off? Have Deliverables been defined clearly? Has Acceptance Criteria been established for each Deliverable? Has Project Management Methodology been identified? Risk

Constraint Yes Has the Project Budget been approved? Has a Project Deadline (Completion Date) been established? Have interdependencies between other
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No

Comments [Replace this text with the dollar amount of the Project Budget.] [Replace this text with the Deadline Date in this format: mm/dd/yyyy] [Replace this text with a list of
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Project Initiation Checklist

projects been identified? Project Estimates Yes Start Date No

projects and deliverables interdependent with this project.] Comments [Replace this text with your estimated Start Date in this format: mm/dd/yyyy] [Replace this text with your estimated End Date in this format: mm/dd/yyyy] [Replace this text with the estimated hours.] [Replace this text with the estimated budget.] [Replace this text with the estimated number of functionalities.] [Replace this text with the estimated number of Deliverables.]

End Date

Efforts in hours Budget # of Functionality

# of Deliverables

General Observations
[Replace this text with information regarding the overall readiness of project initiation. This must be filled-in by the Facilitator.]

Actions
ID Action Item Assigned To Due By [mm/dd/yyyy] [mm/dd/yyyy] [mm/dd/yyyy]

Comments
[Replace this text with comments.]

Approvals
Project Customer: ___________________________ Project Sponsor: ___________________________ Project Manager: ___________________________ Project Manager: ___________________________
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Date: ___/___/____ Date: ___/___/____ Date: ___/___/____ Date: ___/___/____

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Project Initiation Checklist

Facilitator: Attendee: Attendee: Attendee:

___________________________ ___________________________ ___________________________ ___________________________

Date: ___/___/____ Date: ___/___/____ Date: ___/___/____ Date: ___/___/____

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