Successfully reported this slideshow.
We use your LinkedIn profile and activity data to personalize ads and to show you more relevant ads. You can change your ad preferences anytime.

Project Execution & Control Checklist

12,058 views

Published on

Ensure project execution meets project objectives and is on track

Published in: Business, Technology
  • Be the first to comment

Project Execution & Control Checklist

  1. 1. Project Execution & Control Checklist Ensure project execution meets project objectives and is on track Anand Subramaniam
  2. 2. <ul><li>“ Delay always breeds danger, and to protract a great design is often to ruin it .” </li></ul><ul><ul><li>- Miguel de Cervantes </li></ul></ul>
  3. 3. Change Management <ul><li>Has it been communicated to the project team, internal and external stakeholders? </li></ul><ul><li>Is the change management plan being followed? </li></ul><ul><li>Are all change requests being funnelled through the project manager? </li></ul><ul><li>Are change requests being monitored, evaluated and resolved on a routine basis? </li></ul><ul><li>Are the impacts of approved change requests being reflected in changes to other project control documents? </li></ul><ul><li>Does the change request analysis include a process for determining whether a request is in or out of scope? </li></ul>
  4. 4. Communications Management <ul><li>Has it been communicated to the project team, internal and external stakeholders? </li></ul><ul><li>Is the plan being followed and communications taking place in a timely manner? </li></ul><ul><li>Is feedback being solicited on a regular basis regarding the type and amount of project communications? </li></ul><ul><li>Have communication tasks in the project schedule been verified to ensure tasks are still valid? </li></ul>
  5. 5. Contract Management <ul><li>Has the contract been reviewed by legal experts (both vendor & customer) to ensure the document is legally sufficient? </li></ul><ul><li>Have project members been made aware of any legal implications involved in the execution of the contract? </li></ul><ul><li>Are the contractual obligations being met in a quality manner within schedule and within budget? </li></ul><ul><li>Is there a performance monitoring procedure in place for assessing the quality of work performance? </li></ul><ul><li>Is there a contract change control system in place that defines the process by which contracts may be modified? </li></ul><ul><li>Is there a contract close-out procedure in place that ensures all of the terms and conditions of the contract have been carried out? </li></ul>
  6. 6. Financial Management <ul><li>Has the budget been reviewed by the project team, internal and external stakeholders? </li></ul><ul><li>Have the stakeholders agreed to the control and reporting procedures? </li></ul><ul><li>Is integration with the change management plan continually assessed? </li></ul><ul><li>Are financial reports being provided for status reporting? </li></ul><ul><li>Have variance thresholds been set to trigger corrective action? </li></ul><ul><li>Could the project financial records successfully pass a financial audit? </li></ul><ul><li>Have acceptance criteria and payment milestones been developed for contractors? </li></ul>
  7. 7. Issue Management <ul><li>Are issues being resolved with a sense of urgency along with identifying alternative solutions? </li></ul><ul><li>Has a task been included in the work plan to track the time the Project Manager spends on issue resolution activities? </li></ul><ul><li>Are people with decision making authority attending issue resolution meetings and making decisions? </li></ul><ul><li>Are issue resolution priorities being assigned based on the subject matter and the impact to the schedule? </li></ul>
  8. 8. Issue Management (Contd.) <ul><li>Are the escalation and dispute resolution processes being followed when necessary? </li></ul><ul><li>Is the change management plan being executed when an issue resolution results in a change to the project's budget, schedule or scope? </li></ul><ul><li>Is the issue log being reviewed on a regular basis to make sure issues are being resolved? </li></ul><ul><li>Are issues that are really potential problems (risks) being moved to the risk management process? </li></ul><ul><li>Is the status of project issues reported regularly as part of project status reports? </li></ul>
  9. 9. Implementation And Transition <ul><li>Is there stakeholders buy in, after the walk through done by the project manager? </li></ul><ul><li>Have business been adequately trained to maintain new system / product? </li></ul><ul><li>Have arrangements been made for knowledge transfer from vendor to in-house staff? </li></ul><ul><li>Have stakeholders been notified well in advance of the cut-over date? </li></ul><ul><li>Are contingencies in place to recover in case the system / product fails upon cutover? </li></ul>
  10. 10. Lessons Learned <ul><li>Have the sources of lessons learned for review, identified before the start of the project? </li></ul><ul><li>Have the lessons learned including resolution during the project been documented? </li></ul><ul><li>Did the review of lessons learned form part of risk management? </li></ul><ul><li>Are improvement to project management processes made as a result of using lessons learned? </li></ul>
  11. 11. Meeting Management <ul><li>Do you really need to have a meeting? </li></ul><ul><li>Does the agenda outline the things to be discussed, the time allotted to each item, the nature of the item and the person leading the group during that item? </li></ul><ul><li>Are the right people invited to the meeting? </li></ul><ul><li>Are actionable items assigned to a responsible person and followed through to closure? </li></ul>
  12. 12. Quality Assurance (QA) Management <ul><li>Has the plan been reviewed by the project sponsor, project team, internal and external stakeholders? </li></ul><ul><li>Have the stakeholders agreed that the QA plan includes the appropriate quality provisions and independence? </li></ul><ul><li>Is the QA plan and review being followed as per the schedule? </li></ul><ul><li>Does QA have access to all pertinent materials and levels of oversight? </li></ul><ul><li>Are QA reports being provided for status reporting? </li></ul>
  13. 13. QA Management (Contd.) <ul><li>Is documentation and are recommendations reviewed at the appropriate levels? </li></ul><ul><li>Are external / internal providers or contractors complying with quality controls? </li></ul><ul><li>Is the project team using quality processes? </li></ul><ul><li>Have QA tasks in the project schedule been verified to ensure tasks are still valid? </li></ul><ul><li>Are lessons learned maintained to use for the post implementation review (PIR)? </li></ul>
  14. 14. Risk Management <ul><li>Are preventive and/or mitigation activities being performed on high ranking risks? </li></ul><ul><li>Is a risk log used for identification, management and ranking of risks throughout the life of the project? </li></ul><ul><li>Is the project being continuously reviewed for emerging risks or triggers? </li></ul><ul><li>Are there interdependencies between risk mitigation activities and its implementation? </li></ul><ul><li>Has the risk management plan been reviewed by the project team, internal and external stakeholders? </li></ul>
  15. 15. Schedule & Task Plans Management <ul><li>Do team members know their task assignments and completion dates? </li></ul><ul><li>Have changes been communicated to everyone who needs to know? </li></ul><ul><li>Does the project have a baseline set of estimates to measure actual against? </li></ul><ul><li>Are there sufficient milestones in the project schedule to help gauge project progress? </li></ul><ul><li>Do any tasks have a duration longer than two status reporting periods? </li></ul><ul><li>If there are contractors on the project, are there milestones for tracking deliverables, schedules and acceptance? </li></ul>
  16. 16. Staffing Management <ul><li>Are staffing inventories up to date and the project plan updated? </li></ul><ul><li>Are critical path and task priorities established and maintained? </li></ul><ul><li>Have the necessary staffing contingencies been identified and established? </li></ul><ul><li>Are staff tracking controls being exercised? </li></ul>
  17. 17. Test Management <ul><li>Has sufficient time and resources been allocated for testing, fixing and retesting? </li></ul><ul><li>Are testers using appropriate control procedures for reporting and tracking errors? </li></ul><ul><li>Are there on-going metrics that demonstrate the progress of the testing effort? </li></ul><ul><li>Have the testers been adequately trained? </li></ul>
  18. 18. Training Management <ul><li>Is feedback being solicited after training sessions to improve upon the training curriculum? </li></ul><ul><li>Is there a mechanism in place to provide ongoing support and training? </li></ul><ul><li>Is there a process in place to identify new trainees who may need training? </li></ul><ul><li>Can the training curriculum be easily adjusted to fit the skill level of the audience? </li></ul><ul><li>Has support staff been trained before deploying to the rest of the organisation? </li></ul>
  19. 19. Status Reporting <ul><li>Have all Steering Committee and important stakeholder information needs been addressed? </li></ul><ul><li>Have the statuses of milestones and deliverables, variances, causes and mitigating actions been identified? </li></ul><ul><li>Has the latest copy of the QA report been included for reference including project risks? </li></ul><ul><li>Has the status of critical project issues been included? </li></ul><ul><li>Have quality improvement activities been included? </li></ul><ul><li>Has a copy of the status report been filed in a viewable project repository such as a project library? </li></ul>
  20. 20. Maintenance & Operations <ul><li>Has the plan been communicated and accepted by the project team, maintenance staff, internal and external stakeholders? </li></ul><ul><li>Is system documentation being kept up to date? </li></ul><ul><li>Have maintenance staff been identified and assigned? </li></ul><ul><li>Are maintenance activities, resource requirements and other maintenance obligations included in the budget? </li></ul><ul><li>Are maintenance activities and processes routinely measured against goals? </li></ul><ul><li>Is the product or service performing well against established standards? </li></ul>
  21. 21. <ul><li>“ Do not seek to follow in the footsteps of the men of old; seek what they sought .” </li></ul><ul><ul><li>- Matsuo Basho </li></ul></ul>
  22. 22. <ul><li>Good Luck </li></ul><ul><li>http://www.linkedin.com/in/anandsubramaniam </li></ul>

×