Project Initiation Checklist

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Ensure formal authorisation and project linkage to firm’s strategy

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Project Initiation Checklist

  1. 1. Project Initiation Checklist Ensure formal authorisation and project linkage to firm’s strategy Anand Subramaniam
  2. 2. <ul><li>“ I keep six honest serving men, </li></ul><ul><li>(They taught me all I know); </li></ul><ul><li>Their names are What and Why and When </li></ul><ul><li>And How and Where and Who .” </li></ul><ul><ul><li>- Rudyard Kipling </li></ul></ul>
  3. 3. Project Statement <ul><li>Does it indicate what the project will cost? </li></ul><ul><li>Does it state what the project will accomplish? </li></ul><ul><li>Does it indicate when the project will be completed? </li></ul>
  4. 4. Business Drivers <ul><li>Is it written in business language? </li></ul><ul><li>Does it &quot;sell&quot; the project's business value? </li></ul><ul><li>Is there a compelling need to do the project? </li></ul><ul><li>Does it have top management support to validate its importance? </li></ul><ul><li>Does it refer to business goals, strategies, or objectives? </li></ul>
  5. 5. Project Vision <ul><li>Does it paint the future, once the project is complete? </li></ul><ul><li>To a person unfamiliar with the project, does it reveal what the project hopes to achieve? </li></ul><ul><li>Does it describe a shared and agreed upon future that all project stakeholders want? </li></ul>
  6. 6. Project Goal Statement <ul><li>Does it identify the project benefits? </li></ul><ul><li>Does the statement establish the &quot;context&quot; for the proposed project? </li></ul><ul><li>Is attainment of the goal immeasurable? (If it's measurable, then it's an objective). </li></ul>
  7. 7. Project Objectives <ul><li>Does it describe “SMART” outcomes and support the stated project goal? </li></ul><ul><li>Is there a consensus agreement between the project manager and the project's sponsor? </li></ul>
  8. 8. Project Deliverables <ul><li>Is it a tangible product that, proves an objective has been achieved, or that, proves progress is being made on achieving the stated objective? </li></ul><ul><li>Does it align with the context (object of study, purpose, quality focus, viewpoint) established in the project's goal statement? </li></ul>
  9. 9. Project Scope <ul><li>Does it clearly indicate what is included and excluded in the project? </li></ul><ul><li>Does it identify the pertinent processes, entities, systems, customers & suppliers as included / excluded? </li></ul><ul><li>Is the scope written in clear, business-oriented language? </li></ul><ul><li>Is the scope consistent with the project objectives and deliverables? </li></ul>
  10. 10. Project Schedule <ul><li>Is there a project start and end date? </li></ul><ul><li>Is it consistent with objectives, scope and deliverables? </li></ul><ul><li>Have the constraints been documented and communicated? </li></ul><ul><li>Have major phases, activities, tasks, milestones and deliverable dates been identified? </li></ul>
  11. 11. Project Cost <ul><li>Are project development costs stated in $'s and FTE (full time equivalents)? </li></ul><ul><li>Has the on-going maintenance and operations costs identified and stated in $'s and FTEs? </li></ul><ul><li>Have known resource constraints in completing the project, documented and communicated? </li></ul>
  12. 12. Project Roles & Responsibilities <ul><li>Is there a project sponsor? </li></ul><ul><li>Does the sponsor have the authority to make the necessary decisions? </li></ul><ul><li>Has the project manager and the team been identified? </li></ul><ul><li>Do all parties listed, understand and agree with the defined roles and responsibilities? </li></ul><ul><li>Does the project organisation chart reflect the reporting relationships and their time commitment? </li></ul>
  13. 13. Project Governance <ul><li>Does the governance model comply with client’s requirements for project oversight? </li></ul><ul><li>Is there universal agreement on the governance model between all persons identified on this project? </li></ul><ul><li>Has the governance model been discussed with and agreed upon by team members? </li></ul><ul><li>Have all governance roles and responsibilities been documented in the roles and responsibilities section? </li></ul>
  14. 14. Project Approach <ul><li>Is it written from the reader's perspective? </li></ul><ul><li>Is it documented at an appropriate level of detail (i.e. milestone, stage, phase, tasks)? </li></ul><ul><li>Have known assumptions and constraints been documented? </li></ul>
  15. 15. Performance Measures / Metrics <ul><li>Have criteria for evaluating success been established (before the project is started)? </li></ul><ul><li>Does it reflect the project goals or objectives? </li></ul><ul><li>Has baseline data been captured? </li></ul><ul><li>Is the basis for comparison consistent? </li></ul><ul><li>Have timeframes been considered? </li></ul>
  16. 16. Project Acceptance <ul><li>Have the major project stakeholders been identified and listed? </li></ul><ul><li>Have the listed stakeholders agreed to the above pointers, without reservations? </li></ul><ul><li>Have they signed-off indicating their approval for the project to proceed? </li></ul>
  17. 17. <ul><li>“ A journey of a thousand miles </li></ul><ul><li>begins with a single step .” </li></ul><ul><ul><li>- Confucius </li></ul></ul>
  18. 18. <ul><li>Good Luck </li></ul><ul><li>http://www.linkedin.com/in/anandsubramaniam </li></ul>

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