Goal setting

  • Project Name

  • Start Date

  • Due 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


  • Deliverable

  • Requirements

  • Task

  • Team Member Responsible for Task

  • Time Needed to Complete

  • Start Date

  • End Date

  • Total Time Needed


  • Task

  • Date when the task needs to be performed


    Problem or Issue
  • Problem

  • Status

  • Priority

Team Charter

  • When will the team meetings occur?

  • When?

  • How?

  • 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?

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