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<Agency>

<Project Name>

State of Minnesota (Insert Agency Name Here) Project Planning Evaluation Checklist
Project Name: ___________________________ Prepared By: ___________________________ Date: ______________

EVALUATION
WBS #
1 1.1

Item
Planning Is the project statement -- scope, definition and objectives -- the same as agreed to in the project initiation process and/or in the vendor contract? Has the Project Scope Statement been reviewed as part of the baseline process? Is there a baseline plan against which to measure progress? Does the baseline plan address the following areas: Project Scope, Deliverables, and Milestones Work Breakdown Structure Task Plans, Estimates, Resource Assignments Task Dependencies Project Schedule Milestone Schedule Project progress tracking Issue Resolution and Change Management Quality Plan Risk Management Plan Project Organization Other Plans as needed: Facilities Plan Documentation Plan Materials Plan Training Plan Back-up and Recovery Plan Contingency Plan Cut Over Plan Warranty Plan Transition Plan Others Is the plan for project resources adequate? Are the original project schedule and budget realistic? Page 1

Status

Comments/ Plan to Resolve

1.2 1.3 1.4 1.4.1 1.4.2 1.4.3 1.4.4 1.4.5 1.4.6 1.4.7 1.4.8 1.4.9 1.4.10 1.4.11 1.4.12 1.4.13 1.4.14 1.4.15 1.4.16 1.4.17 1.4.18 1.4.19 1.4.20 1.4.21 1.5 1.6

05/07/2012
Project Planning Evaluation Checklist Template v. 1.7 05/30/2006

Office of Enterprise Technology, Project Management Office

<Agency>

<Project Name>

WBS #
1.7 1.8 1.9 1.10 1.11 1.12 1.13 1.14 1.15 2 2.1 2.2 2.3

Item
Is the plan for the organization of the project resources adequate? Are there adequate project control systems? Is there an information system for the project? Were key project stakeholders brought into the Project Plan? Were potential customers involved early in the planning process? Was planning completed before the project was initiated? Is the plan under configuration management? If there are vendors, have they signed off on the Project Plan? If there is an independent oversight contractor, have they signed off on the Project Plan? Organization Is the project organization documented and on file? Is the Project Manager qualified and experienced in Project Management? Have roles and responsibilities of the team been documented and clearly communicated to the team, customer, and stakeholders? Is the organization structure appropriate for the projects size and complexity? Is there an identified role of a technical leader (i.e., Project Lead, Team Lead, Solution Architect)? Is the quality function identified and assigned? Is the Project Sponsor function identified and defined? Is there a Change Management Board? Have the Configuration Management functions been assigned? Are there backup strategies for key members of the project? Other Organization items: Tracking & Monitoring Are the various types of reports, their contents, frequency, and audience defined and communicated to the project team? Are the input requirements from the team members clearly documented and communicated? Have the reports to be produced, distributed, and filed been defined? Has the format for tracking and monitoring schedules and costs been defined? Reviewing Have the various meetings, the purpose, context, frequency, and participants been defined and communicated? What are the defined meeting materials? Page 2

Status

Comments/ Plan to Resolve

2.4 2.5 2.6 2.7 2.8 2.9 2.10 2.11 3 3.1

3.2 3.3 3.4 4 4.1

4.2

05/07/2012
Project Planning Evaluation Checklist Template v. 1.7 05/30/2006

Office of Enterprise Technology, Project Management Office

<Agency>

<Project Name>

WBS #
4.3 5 5.1 5.2 5.3 5.4 5.5 5.6 6 6.1 6.2 6.3 6.4 6.5

Item
Are the meetings set up to have assigned note takers that will add actions/issues to the issue list? Issue Management Is an Issue Management Process documented and filed? Is this process communicated to the customer and team members? Will an issue form be in use? Will all project issues be unconditionally tracked through the issue resolution process? Will all tasks resulting from issues be entered into the Project Plan and tracked through the plan? Are there processes for unresolved issues to be escalated and resolved within a reasonable timeframe? Change Control Will there be a Change Control Process in place? Is the Change Control Process documented and on file? Will this process be communicated to the customer and project team? Will there be a change request form in use? Will all project deliverable and software configuration management be changed only through the change control process? Will all change requests be unconditionally tracked through this process? Will all change requests and current status be logged? Will all tasks resulting from approved changes be entered into the Project Plan and tracked through the plan? Will new change requests be acknowledged in a timely manner? Risk Management Will the project risks being managed be according to the projects risk management process? Will the Risk Plan be updated on a regular and frequent basis? Will the Risk Status be reported to management on a regular and frequent basis? Will the risk documents be filed? Will there be documented contingency plans for the top 5-10 risks? Will the Preventive Plans for the top 5 risks be identified, included in the Project Plan, and implemented? Quality Assurance Is there a Quality Assurance Plan documented and filed? Are the quality assurance functions and related roles and responsibilities clearly defined? Page 3

Status

Comments/ Plan to Resolve

6.6 6.7 6.8

6.9 7 7.1 7.2 7.3 7.4 7.5 7.6

8 8.1 8.2

05/07/2012
Project Planning Evaluation Checklist Template v. 1.7 05/30/2006

Office of Enterprise Technology, Project Management Office

<Agency>

<Project Name>

WBS #
8.3 8.4 8.5 8.6

Item
Are there completion/verification criteria defined for each task producing an output? Is there a process (test plans, inspections, reviews) defined for verifying outputs for each task? Will tasks be marked complete only after QA has been successfully completed? Will there be a formal process for submitting, logging, tracking, and reporting items undergoing QA throughout the submit-test-rework-resubmit-retest cycle? Will statistics related to QA be collected, trends analyzed, and problems raised as issues? Will the QA related information be reported regularly as part of the Status Reporting mechanisms? Has a method and process for requirement tracking been developed?

Status

Comments/ Plan to Resolve

8.7 8.8 8.9

SIGNATURES
The signatures of the people below relay an understanding that the key elements within the Planning Phase section are complete and the project team is ready to transition to the Execution Phase.

Name/Title

Signature

Date

05/07/2012
Project Planning Evaluation Checklist Template v. 1.7 05/30/2006

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Office of Enterprise Technology, Project Management Office