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  • Project Checklist Template Word Format

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    Eric Mota
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    This document provides a checklist for starting up and kicking off a new project. It includes reminders for initial startup activities such as establishing communication and work environments. It also lists items to include in a project kickoff meeting agenda, such as defining the project scope, roles, and schedule. The checklist specifies scheduling the kickoff meeting, inviting necessary parties, and capturing meeting minutes and action items.

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    This document provides a checklist for starting up and kicking off a new project. It includes reminders for initial startup activities such as establishing communication and work environments. It also lists items to include in a project kickoff meeting agenda, such as defining the project scope, roles, and schedule. The checklist specifies scheduling the kickoff meeting, inviting necessary parties, and capturing meeting minutes and action items.

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    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    66 views3 pages

    Project Checklist Template Word Format

    Uploaded by

    Eric Mota
    This document provides a checklist for starting up and kicking off a new project. It includes reminders for initial startup activities such as establishing communication and work environments. It also lists items to include in a project kickoff meeting agenda, such as defining the project scope, roles, and schedule. The checklist specifies scheduling the kickoff meeting, inviting necessary parties, and capturing meeting minutes and action items.

    Copyright:

    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    of 3

    <Project Name>

    Project Startup & Kickoff Checklist (M1170)

    Project Name: PlanView Number:

    Project Sponsor: Project Size:

    Project Director: Project Start Date:

    Project Manager: Project End Date:

    1. Startup Reminders

    Startup Reminder Status

    Startup activities could begin after and / or in parallel with the kick-off
    meeting activities.

    Establish a Project Notebook / Binder and document repository. Also,


    prepare a list of Team Members contact numbers.

    Define and confirm Team Communications (What, How, and When).

    Establish the physical work environment. Confirm space and workstations


    requirements availability (Phone lines, desk tops, printer connections, etc.).

    Secure team member’s Logons and Security access.

    Send email to its.is.sns@umich.edu announcing project and possible


    security involvement needs. Ask who should be invited to kick off.-

    Identify project roles and responsibilities with associated training needs, and
    prepare training schedule, where necessary.

    Request laptops, beepers, and cell phones, where necessary.

    Request needed software / tools such as PM Tools, Office Suite, etc.

    Define, baseline and begin implementing the Project Schedule / Plan.

    Set-up Project Control Logs for Issues, Risks, and Change/Scope Control.

    2. Reminders for Project Kickoff Meeting

    Use this checklist to track items necessary for a successful project kickoff meeting. Delete
    this instructional paragraph from your final draft.

    Startup Reminder Status

    1. Prepare Meeting Agenda. A formal kick-off meeting must be scheduled immediately after approval of the Project Charge
    and completion of the Project Definition documents. During the meeting, the contents of the Project Charge and definition
    documents must be fully articulated. Thus, it must include the following items as part of the agenda:

     Scope of Project

     Work Approach

    M1170 Project Startup & Kickoff Checklist v.2.0 Page 1 of 3


    /conversion/tmp/activity_task_scratch/580088672.docx
    <Project Name>

    Startup Reminder Status

     Roles & Responsibilities (Project Organizational Chart)

     Management Approach (Issues, Change, Risks, Quality, etc.)

     Project Timeline (Duration & Schedule of Deliverables)

     Project Schedule / Plan (Milestones, WBS, etc.)

     Project Status Reviews (Frequency, Participants, Expectations, etc.)

     Project Constraints, Assumptions, Critical Success Factors (CSF)

     Preliminary Risk Mitigation Strategies

     Methodologies, Standards, or Guidelines to Follow

    2. Schedule the Meeting. Confirm the date, place, and time. Send notice with at least a two-week lead-time.

    3. Invite Project Team Members, Stakeholders, Departmental Interfaces, and other Key Players.

    4. Invite Key Senior Management to stress the importance of Project.

    5. Confirm Attendance of all Meeting Participants (Make sure your Stakeholders are able to attend).

    6. Capture minutes, issues, and action items during the meeting. Be sure to send out minutes and action items within three
    days after the kickoff meeting.

    M1170 Project Startup & Kickoff Checklist v.2.0 Page 2 of 3


    /conversion/tmp/activity_task_scratch/580088672.docx
    <Project Name>

    Document Change Control is a fixed section of all project management document templates.
    This section tracks the revision history of the template and indicates the most current version
    in effect. Include this section, as is, in your final document as a separate, last page. Delete
    this instructional paragraph from your final draft.

    Internal Use Only


    Document Change Control
    Project Startup and Kickoff Checklist (M1170)
    Version Date Revision Description
    Number Author
    1.0 10/08/07 PSM-KS Draft New Template Format (archived original format available
    via document owner)

    1.0 10/15/07 PSM-KS Version approved for use.

    2.0 04/26/08 PSM-KS Converted to .docx format; added file path to footer.

    2.1 8/27/10 PSM-KS Updated to include references to ITS

    This document is owned and maintained by ITS Process and Service Management, Project Support. Any changes to template format

    M1170 Project Startup & Kickoff Checklist v.2.0 Page 3 of 3


    /conversion/tmp/activity_task_scratch/580088672.docx

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