Project Management Checklist

• Document No.

• Audit Title

• Client / Site

• Conducted on

  Date

• Prepared by

• Location
  Address

• Personnel

Goal setting

• Project Name

• Start Date

  Date

• Due Date

  Date

• Total number of days to complete the project

• Project Purpose or Expected Outcome

• End results of the project

• Assumptions you expect to hold true

• Limitations or Constraints

Project Planning

• Project Purpose or Expected Outcome

• Project Team and Contact Info

Team Member

• Name

• Contact Info

• Area of Strength

Deliverables

Deliverable

• Deliverable

• Requirements

• Task

• Team Member Responsible for Task

• Time Needed to Complete

  Select 1/2 Period 1 Day 2 Days 3 Days 4 Days 5 Days 10 Days 15 Days 20 Days

  • 1/2 Period
  • 1 Day
  • 2 Days
  • 3 Days
  • 4 Days
  • 5 Days
  • 10 Days
  • 15 Days
  • 20 Days

• Start Date

  Date

• End Date

  Date

• Total Time Needed

  Select 1/2 Period 1 Day 2 Days 3 Days 4 Days 5 Days 10 Days 15 Days 20 Days

  • 1/2 Period
  • 1 Day
  • 2 Days
  • 3 Days
  • 4 Days
  • 5 Days
  • 10 Days
  • 15 Days
  • 20 Days

Schedule

Task

• Task

• Date when the task needs to be performed

  Select Right Away Week 1 Week 2 Week 3 Week 4 Week 5 Week 6 Week 7 Week 8

  • Right Away
  • Week 1
  • Week 2
  • Week 3
  • Week 4
  • Week 5
  • Week 6
  • Week 7
  • Week 8

Issues

Problem or Issue

• Problem

• Status

  Active

  Future

  Inactive

• Priority

  High

  Medium

  Low

Team Charter

• When will the team meetings occur?

  Start of work period

  End of work period

  Start and End of work period

  Other

• When?

• How?

  In person

  Trello

• Project Checkpoints

• Deliverables

• Milestones

• Project Problems/Changes

• Problem

• Identify the problem

• Discuss the problem

• Determine why the problem has happened

• Discuss possible solutions

• Choose a solution

• Try Solution

• Analyze Results

• List resolution methods used

• Escalate to Executive Project Manager if no resolution is possible

Project Plan Viability

• Is the plan complete and doable?

• Do I feel confident in my overall plan, and do the pieces fit together to support the goal?

• Do I have all the requirements clearly stated and understood?

• Is my task list complete and in the order it needs to be done?

• Is my estimate realistic and can I get the project done on time?

• Do I need help learning how to do any of the tasks?

• Have I scheduled the tasks so I can work at a comfortable pace without too many things lumped together?

• Is my schedule up-to-date with my planned activities?

• Have I added wiggle room between tasks in case I need to adjust the schedule later?

• Do I know what materials and tools I need?

• Can I get the materials and tools by the time I need them?

• Have I talked with people I need help from to know when they are available?

• Do I need money for my project? If so, do I have it or know where it will come from?

Project Health

• Regular monitoring of your project is key to successful results.

Progress Checklist

• Update schedule with new or changed activities and tasks.

• Check off completed tasks on planning worksheet.

• Review previous week’s Project Health Check for any unresolved issues.

Project Health Check Questions

• Will the project finish on time? If not, figure out how to get back on schedule.

• Are there any big problems or issues you’re stuck on? If so, how will you resolve them?

• Are there any changes that you need to consider making? If yes, evaluate the change and decide what to do.

• Are you on track to achieve your goal? If not, figure out why and how to proceed.

Evaluating Change

• 1. What is the purpose and expected outcome for the change? Describe the proposed change.

• 2. What overall impact will this change have on the project?

• Potential Impact Area Describe how the change will impact each area. Goal Deliverables Requirements Tasks Estimate & Schedule

• 3. Will it take more time or money to make the change? If so, how much?

• 4. If I make this change, will I still be able to achieve the project goal? Yes/No

• 5. Should I make the change? Yes/No

Project Lessons Learned

• At the end of every project, it’s important to do a “lesson’s learned” review. This is how to continually learn from past experience in order to benefit from it in the future.

• Project Name: Date Due: Date Finished:

• What went well that you’d like to repeat on future projects?

• What didn’t go well that you’d like to avoid doing on future projects?

• Did you achieve your goal? If not, why?

• How well did your plan support achieving your goal?

• Did the deliverables turn out like you expected? If not, why?

• Were all the requirements met? If not, why?

• Were all the tasks completed? If not, why?

• Were the estimates close to the actual time it took to do the work? If not, why?

• Did the schedule work out? If not, why?

• What problems happened during the project? Were they preventable?

• Did progress go as planned? If not, why?

• Did you make any changes during the project? If so, how did they turn out?