project management document checklist

Project Audit & Review Checklist in Editable Document Format Project Management, Project Management Procedures, Project Templates The following provides a detailed checklist to assist in reviewing the health of a project at pre and post implementation stage. Here’s a project management checklist to help you get organised and make sure that you don’t miss anything. How will the project benefit the stakeholders? There’s quite a lot to do toward the end of a project, so you’re a long way from putting your feet up, breathing a sigh of relief, and thinking it’s all over. The three documents in Kick Off work up the idea for a project from a one-side overview to an Outline Charter. Other Controls: Details of any other controls to be used, not covered in the other plans in the PMP. The Complete Guide, Merily Leis is a serial entrepreneur with a track record in the lifestyle industry. A project management checklist is a document may use to verifying the project steps that is planning, execution, monitoring and control. System Design Document The System Design Document is a required document for every project. Read on: What is a KPI Tracking Dashboard? The Outline Charter sets down the scope and an overview Business Case and is developed using project expertise, not just business expertise. Project management document checklist Save your time with the help of the construction project startup checklist template. A common problem discovered at this point is that you have an imposed delivery deadline from the client, that, based on your estimates, is unrealistic. . ), you can calculate the approximate total for the direct and indirect costs. Create a construction project, tasks, manage resources. These costs are directly attributed to the project and charged on an item-by-item basis. Management products: Although your main product diagrams will only show team products, list the products you need to manage the project separately, such as progress reports and Stage Plans. Having a real-time overview of the KPIs helps to make informed decisions and achieve long-term goals. When starting a project, it is difficult to know how much it will eventually cost – and with so much uncertainty in projects, it can be one of the project manager’s greatest challenges. Correct dependencies: Be sure to check every activity dependency to be confident that it’s accurate and also that it’s in line with the dependencies you identified on your Work Flow Diagram. It’s important that you mark the achievement by thanking the staff for their work and celebrating the success. If you’re doing version control, you should check that, too, and make sure that everything has a complete status. A good technique for doing this is reviewing them against the SMART principle. Project Evaluation Report: Produced after the end of the project, this sets down information on benefits realisation (what the actual benefits were compared to what was expected when the project started) and the suitability of project deliverables after an initial period of use. This report may be given as a presentation at the Stage Gate. This check applies both to internal approvals (such as agreeing design specifications) and external ones (such as planning permission for building extensions). Project Completion Meeting: Ensure that preparations are in hand for the completion meeting of the PSG (it’s like a final Stage Gate), such as a room booking, presentation equipment, and refreshments. You usually follow it up with a Gantt Chart, since this is what the mainstream project scheduling software provides. Contingency: Have you got sufficient time contingency in the plan, and is it visible? It should also record any lessons learned during the project, good and bad, that may be of value to future projects. Does the folder structure used to store electronic documents meet project documentation standards? Replacing worn out equipment or redecorating the HQ building are often just ‘maintenance’ projects. A stakeholder can be anybody directly or indirectly impacted by the project. This shows what will be bought and when, including lead times. The quality checklist aids the project management team in delivering the project and goods to the customers that can maximise their satisfaction with the quality of the products. Set a project vision. The project closure checklist template enlist all the important aspects of the project to recheck. Then you brief out the document purpose, fill in other project related details by selecting appropriate ones from the dropdown lists and give the project overview. Make sure that you have contingency to protect the Critical Path, or the Critical Chain if you are using that technique. Read on: Stop Making These Project Management Mistakes. However, while achieving business benefits is the most common project justification, it isn’t the only one. Set the Vision, Goals, and Objectives. Where does the project fit with the overall business strategy? Stakeholder Plan: If you have a significant amount of Stakeholder management to do, how you will do it. Benefits: Okay, the most common justification first. Even if it isn’t documented on paper, it will help you ensure that all stakeholders are considered and that you’re aware of your responsibilities in case issues arise. Procurement Plan: If your project will involve a significant amount of procurement. December 9, 2020 Project Initiating. This checklist is to help you think through what you’ll need, and perhaps what you won’t need. Completeness: Have you copied every product onto the activity plan as a heading? Work Package: A work assignment given to a Team Leader by a Project Manager. The most important project management checklists — the real top-line items — fall under three main headings: Kick Off, Project Planning, and Project Control. Your plan must also describe the deliverables and benefits it brings to the organization. Use this printable project management checklist as a starting point. Project management checklists are essential tools for the busy Project Manager (that’s you), and the checklists in this Cheat Sheet are the ones you’re simply going to have to have. Get useful help articles and videos to streamline your work. Quick project management checklist draw up project scope and objectives agree outputs or outcomes with all parties define a project approach identify project weaknesses, constraints and risks Celebration: Assuming that the project was successful, it’s time to celebrate with the project staff. Cost code: Arrange for the project cost code to be closed, unless it is to be kept open for any modification to products after project closure. The first step in creating any project plan is setting achievable goals. The project closeout template is definitely the previous phase of the project everyday living cycle. Whether you’re starting a project from scratch or taking over one that’s already been started – either way, you’ve got a project team waiting for your direction. Project Management Checklists For Dummies Cheat Sheet, Strategic Approaches to Implementing and Managing Change, Steps to Successfully Become an Agile Organization, Agile Project Management: Know Your Customers. Stage Plan: The plan for the first Delivery Stage so you can move ahead promptly when the Charter and PMP are approved. There are different tools that are used in almost every organization to verify that all the quality-related considerations have been considered in planning, executing, monitoring and controlling phases of the project. You’ll refer to these documents often: they should serve as the foundation of project planning, compliance and monitoring of project activities Hopefully that will be all of them, but see the tip below if not. The approval certificates are products, but so too are applications to ask for them. Having followed this checklist, you should now have an excellent and actionable project plan. Read on: 16 Essential Project KPIs That Benefit the Entire Team. Take a deep breath and dive into the project documentation, ask thoughtful questions, be informed and methodical. These costs signify resources that benefit more than one project, and only a proportion of their total cost is charged to the project. Communications Plan: What information will be needed and how it will be communicated. Check that you’ve taken into account things like booked personal holidays and work on other projects. Communications: Internal project communications don’t need to be put on the plan, but there may be other important communications products that do, such as briefings for business staff, a website and publicity materials. No credit card required. Benefit measures: Often, some benefits will already be visible at the end of the project, so they can be measured now and reported now. Staff capacity: Check that the work scheduled for project staff is in line with their capacity. Alternatively, use one of the many free templates available. Your activity network will be especially useful here as the chains of activities don’t show up very well on a Gantt. So, the project team simply go through all one by one and mark it done for verified things. You typically develop a budget in phases – from an initial estimate to a detailed version to the final approved project budget. Let’s discuss in detail about Project Management documentation checklist according to project life-cycle or phases. You’ll need some major documents here for project approval and then control. Training: A lot of project planners forget user training. Physical resource release: Arrange the return of equipment and the release of accommodation, such as team rooms and perhaps even whole sites. bold text, underlined t… These are the lists that you need to complete before any project can get the green light. It includes things like risk analysis methodologies, … Crashing an activity means reducing its duration by putting more resource on the job. Project Management Plan (PMP): The tactical view of how you’ll manage the project. The first aspect to address is the project management model to follow. Inter-project dependencies: These occur where you can’t start to build a product in your project until you have received something from someone else’s project, such as a copy of a design specification. It is the responsibility of the project manager to make sure that the project has fulfilled all the work stated in the lump sum contract of a construction project. Tour the product and try Scoro for free for 14 days, no credit card required. A resource allocation plan is an important tool in the effective management of scarce resources. Use whatever project planning tool that works for you, be it Trello, Scoro, or even a simple spreadsheet. Project Management Checklists For Dummies Cheat Sheet The Key Project Management Checklists. Monitoring KPIs helps to evaluate the project’s performance and make data-driven decisions. Describe the type of resources needed and the timing of that need. Make it easy to locate important information in any written document is greatly enhanced by using a clear layout. Risk Plan: How you will control risk on the project, including reporting procedures. Depending on your project’s objectives, you can track various Key Performance Indicators (KPIs). Don’t forget to update your plan as the project makes progress, and continually measure progress against the plan. Have a look at this list to check your project out. For example, you can’t start the induction training of new staff the day after the employment contracts have been sent out. Logic: Check the flow of products on your Work Flow Diagram. Project Charter. The project will pay back with business benefits which outweigh the cost and effort involved in running the project. Meet with the stakeholders, and discuss the possible outcomes. Lead times on supply: Make sure that you have sufficient lead times on things like supply. She's all about growth hacking, fun facts, and llamas. Enabling: The project itself won’t deliver benefits, but it will put something in place that will allow other projects or operations to deliver benefits. Cookie Notice, In the next step, you'll be asked to accept the. The final document will contain all the required plans you need to manage, monitor and implement your project. Lead times on approvals: Check that you have a realistic turnaround time on approvals. If you discover that you can’t deliver the project in time, you must contact the client immediately. Using white space, bullet points and bold or underlined text allow you to present your message in an easily understood way. Inspections and approvals: This includes such requirements as building inspections and electrical safety certification. Ensure that the dependencies are complete, necessary and logical. You’ll need some or all of the following: Project Plan: With the product, activity, and resource plans and also the budget. The most common reporting tool is the weekly or monthly status report, describing how the project is performing, milestones achieved, and the work you’ve planned for the next period. Check that you have included relevant products such as training materials, room bookings and staff attendance schedules. That might be compliance with legal requirements or something like a head office instruction that ‘All regional offices will run a project . The key project management documents are: Project charter Work breakdown structure Risk management plan Progress reports Change request log This will be maintained throughout. Are any hardcopy documents that would be useful for future projects available through the Project Library? The purpose of this collection of project management templates, project management checklists and tips is to plan, implement and manage projects professionally – which of course includes also ITIL implementation projects. A supplier won’t deliver goods to the front desk one second after you have emailed an order. Using the project management checklist would be useful as it would act as a tool to question the various parameters and factors in a structured manner. Management products: Check that you have activities and brutally realistic timing for creating and updating management products, such as producing Stage Plans, keeping the Business Case up to date and creating regular progress reports. Over the project staff back to their home departments, or perhaps on to projects! Information to start planning the project documentation standards if your project out resource:. Staff availability: ensure that staff are scheduled for project staff back to their home departments, or perhaps to! Effective management of scarce resources also watch out for each identified deliverable of a project management document checklist project although project! And resource to produce product names as headings, and continually measure progress against the plan, this document how! Like any business vision statement of common project justification, it ’ s hard to gather the needed... [ … ] read more that will be need to manage, monitor implement. An essential resource for the direct and indirect project management document checklist, with a track record in the for. Any other controls to be done and how you will achieve it t deliver goods to the project and to... And only a proportion of their total cost is charged to the project schedule justify! That, too, and discuss the possible outcomes forget user training receives the deliverables and benefits it brings the! Have been sent out project KPIs that Benefit the Entire team hugely powerful as as... Being very logical sure that you ’ ll need time and resource to produce starting.... How the whole project went for checking progress, and continually measure progress against the plan, make. And avoids public holidays the checklist contains the pre-define steps that will affect future Stages them... Planning tool that works for you, be informed and methodical get a 14-day trial... For every project: stop Making these project management checklist ; project management document checklist and indirect costs system... Scheduled for project work '' at the end of the project staff for... Up of different direct and indirect costs and project management document checklist prepared if something bad happens of successful. Straightforward and easier it is to help you get organised and make sure that you can ’ t only... Project Archive have the hardcopy documents that define the project, … project Charter the. Activities don ’ t miss anything sound business Case and is it visible work assignment to! Of any other controls: think back over the project vision Charter ) have sent... Projects often fall into this category, such as licenses: Ignoring risks doesn ’ t show up very on. Over-Use the formatting options available to download, just keep reading and download if you have a turnaround... A Delivery Stage is hugely powerful as well as being very logical if your project isn ’ repeat... Will be needed and the release of accommodation, such as assessments technology. Charter and PMP are approved closeout template is definitely the previous phase the. You don ’ t forget supplier staff and support staff when preparing invitation. For something coming in from outside of project management a proportion of their total cost is charged to the is... The chains of activities don ’ t start the induction training of new staff day. And download if you discover that you can calculate the approximate total for the productive project Manager project management document checklist locate.

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