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.]
Objectives
Yes	No	Comments
Have project objectives been defined and are they clear?
[Replace this text with your project objectives.]
Organization
Yes	No	Comments
Has a project sponsor been identified?
[Replace this text with name of project sponsor.]
Has a project customer been identified who will sign-off the requirement and accept the delivery?
[Replace this text with Customer’s name.]
Has an issues escalation mechanism been identified?
[Replace this text with location of escalation mechanism process.]
Has an ultimate authority been identified who can make final say on project continuation?
[Replace this text with authority’s name—usually a Steering Committee or Project Sponsor.]
Has Project Manager been identified?
[Replace this text with name of Project Manager.]
Has Business Analyst been identified?
[Replace this text with name of Business Analyst.]
Has Core Team been identified?
[Replace this text with a list of names of the Core Team.]
Project Definition
Yes	No	Comments
Has a Business Case been developed and approve by the authority?
[Replace this text with the location of business case and name of approval authority.]
Has the project been prioritized?
[Replace this text with the Priority Number and the location of meeting minutes.]
Have Business Requirements been completed and sign-off?
[Replace this text with the location of the Business Requirements document.]
Have Deliverables been defined clearly?
[Replace this text with the location of the Deliverables document.]
Has Acceptance Criteria been established for each Deliverable?
[Replace this text with the location of Acceptance Criteria document.]
Has Project Management Methodology been identified?
[Replace this text with the location of the Project Management Methodology procedures.]
Risk
Yes	No	Comments
Has Risk been assessed?
[Replace this text with the location of the Risk Assessment document.]
Have Risk Mitigation Strategies been defined?
[Replace this text with the location of the Risk Mitigation document.]
Has a Contingency Reserve been established?
[Replace this text with the dollar amount of the Contingency Reserve.]
In-Scope
Yes	No	Comments
Have business functions been identified?
[Replace this text with a list of in-scope business functions.]
Has Project interface been identified/documented?
[Replace this text with the location of the Interface diagram/document.]
Have business processes impacted by the project been identified?
[Replace this text with the location of the impacted processes list.]
Constraint
Yes	No	Comments
Has the Project Budget been approved?
[Replace this text with the dollar amount of the Project Budget.]
Has a Project Deadline (Completion Date) been established?
[Replace this text with the Deadline Date in this format: mm/dd/yyyy]
Have interdependencies between other projects been identified?
[Replace this text with a list of projects and deliverables interdependent with this project.]
Project Estimates
Yes	No	Comments
Start Date
[Replace this text with your estimated Start Date in this format: mm/dd/yyyy]
End Date
[Replace this text with your estimated End Date in this format: mm/dd/yyyy]
Efforts in hours
[Replace this text with the estimated hours.]
Budget
[Replace this text with the estimated budget.]
# of Functionality
[Replace this text with the estimated number of functionalities.]
# of Deliverables
[Replace this text with the estimated number 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:	___________________________	Date: ___/___/____

Project Sponsor:	___________________________	Date: ___/___/____

Project Manager:	___________________________	Date: ___/___/____

Project Manager:	___________________________	Date: ___/___/____

Facilitator:	___________________________	Date: ___/___/____

Attendee:	___________________________	Date: ___/___/____

Attendee:	___________________________	Date: ___/___/____

Attendee:	___________________________	Date: ___/___/____

Project Initiation Checklist

Confidential	Page 4	8/18/2005

Confidential

Document1

Last printed 6/4/2004 8:39:00 AM

Michael Davis

2005-08-18