INSTRUCTIONS FOR FILLING UP CHECKLIST

1. The checklist enumerates items that are to be accomplished in the planning of the project. This is not an
exhaustive list. For some of your projects, a number of items may not be applicable and can therefore be deleted for
the checklists for those projects. For other projects, some items may not be listed and therefore have to be added
to the checklists for those projects. The checklist template is flexible enough to incorporate these additions or
deletions for a specific project.

2. Enter the project start date and project end date in the space allocated for these information. Then enter the
checklist accomplishment date. This accomplishment date will allow you to monitor any changes that arise as a
result of completion of specific items in the checklist during the period between checklist accomplishment dates.

3. For each item, place a check in the Yes or No column depending on whether the item has been accomplished or
not. Enter the planned completion date and planned effort (hours) for each of the items. If you placed a check in
the Yes column for a specific item, enter the actual completion date and actual effort (hours).

4. You can decide to regularly monitor changes to this checklist by identifying schedules on when to update this
checklist. The updates can be monitored through the changing accomplishment dates for the checklist. This will
give the project team (specifically the project manager) an idea of how much is being accomplished throughout the
planning duration.
 INFORMATION TECHNOLOGY PROJECT PLANNING CHECKLIST
Project Start Date: Checklist Accomplishment Date:
Project End Date:
No. Item/Comments YES NO Planned Planned Actual Actual
Completion Effort Completion Effort
Date (hours) Date (hours)
1 Goals and Objectives defined
2 Scope and Limitations defined
3 Major Deliverables defined (Deliverables Plan)
4 Work Breakdown Structure completed
5 Top-down planning estimates created
6 Major Milestones defined
7 Master Integrated Schedule completed
8 Product and Services Requirements defined
9 Organization Plan completed
10 Performance, Evaluation and Test Plan completed
11 Change Control Plan completed
12 Problem Tracking Plan completed
13 Documentation Plan completed
14 Communication Plan completed
15 Legal and Regulatory Requirements Plan completed
16 Risk Management Plan completed
17 Reliability, Availability, Usability Plan completed
18 Preliminary Support Plan completed
19 Resources Plan completed
20 Project Plan completed
21 Opportunity Costs calculated
22 Budget specified
23 Financial Analysis completed
24 Functional Deliverables defined
25 Top-level Architecture Specification completed
26 High-level Functional Specification(s) completed
27 Bottom-up task estimates created by Functional Groups
28 Detailed Functional Planning and Schedules completed
29 Functional Schedule Critical Path Analysis completed
30 Master Schedule Critical Path Analysis completed
31 Master Schedule & Path aligned with Functional Groups
32 Planning Phase Checklist completed