Project Planning Checklist


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Plan for successful outcome & manage change effectively

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Project Planning Checklist

  1. 1. Project Planning Checklist Plan for successful outcome & manage change effectively Anand Subramaniam
  2. 2. <ul><li>“ Let us watch well our beginnings, and results will manage themselves. ” </li></ul><ul><ul><li>- Alexander Clark </li></ul></ul>
  3. 3. Change Management Plan <ul><li>Has the process been defined & communicated to all stakeholders? </li></ul><ul><li>Has a change request log been created and actively monitored? </li></ul><ul><li>Are change request, analysis and resolutions (acceptance, delayed acceptance, rejection) being made in a timely manner? </li></ul><ul><li>Have the results been incorporated in other project sub-plans as appropriate? </li></ul>
  4. 4. Contractor Management Plan <ul><li>Does it have a clearly defined plan and meet all legal / fiscal requirements? </li></ul><ul><li>Has the project being reviewed via the pre-qualified vendor list? </li></ul><ul><li>Has all purchased / personal services contracting requirements been met? </li></ul><ul><li>Has the project considered any waiting period requirements prior to contract execution? </li></ul>
  5. 5. Review Past Lessons Learned <ul><li>Have all internal and external client - “post implementation review” lessons been identified and reviewed? </li></ul><ul><li>Have plans for improving over past performance been formulated? </li></ul><ul><li>Have the results been incorporated in project sub-plans, as appropriate? </li></ul>
  6. 6. Issue Management Plan <ul><li>Has a process been defined and communicated to all stakeholders? </li></ul><ul><li>Has a project issue log been created? </li></ul><ul><li>Are issues assigned priorities, reviewed and resolved on a timely basis? </li></ul><ul><li>Are the appropriate stakeholders for each issue identified and followed through? </li></ul><ul><li>Have issue resolution results been incorporated in other project sub-plans, as appropriate? </li></ul>
  7. 7. Risk Management Plan <ul><li>Is there a process for identifying, tracking and reporting risks? </li></ul><ul><li>Were all phases and aspects of the project taken into account during the risk identification process? </li></ul><ul><li>Has the exposure of each identified risk been rated and an appropriate risk response strategy applied? </li></ul><ul><li>Has a contingency strategy been defined for each identified risk? </li></ul><ul><li>Has a trigger been established for each contingency strategy? </li></ul><ul><li>Does the project plan include tasks for active monitoring for risks? </li></ul><ul><li>Has the entire project team been trained on the risk management processes? </li></ul>
  8. 8. Quality Assurance (QA) Plan <ul><li>Has an independent, experienced QA team been defined? </li></ul><ul><li>Have the components of the QA plan been fully defined? </li></ul><ul><li>Has a routine QA report schedule and reporting formats been defined? </li></ul><ul><li>Has commitment to the QA processes been obtained from key players? </li></ul><ul><li>Have routine QA meetings been established? </li></ul>
  9. 9. Scheduling Plan <ul><li>Has all work associated with project deliverables been identified? </li></ul><ul><li>Will project objectives be achieved after the activities are completed? </li></ul><ul><li>Are dependencies between tasks and activities clear? </li></ul><ul><li>Are resources assigned to each task? </li></ul><ul><li>Have resource conflicts been resolved? </li></ul>
  10. 10. Staffing Plan <ul><li>Has the pool of available project staff been clearly identified? </li></ul><ul><li>Has an assessment of needed skills been completed? </li></ul><ul><li>Have staff availability and needed skills been synchronised into a staffing profile? </li></ul><ul><li>Is the staffing plan reviewed periodically to mitigate possible risks? </li></ul>
  11. 11. Investment Plan <ul><li>Has the purpose of the investment, rationale along with alternatives been documented? </li></ul><ul><li>Have the costs and benefits of all alternatives considered been included? </li></ul><ul><li>Are all costs associated with the initial investment and the lifecycle included? </li></ul><ul><li>Has the acquisition method and rationale for its selection been documented? </li></ul>
  12. 12. Acquisition Plan <ul><li>Does it align with the feasibility study / business case? </li></ul><ul><li>Does it identify funding sources? </li></ul><ul><li>Is the procurement schedule integrated with the Scheduling and Task Plan? </li></ul><ul><li>Does it describe how assets and excess materials will be disposed off at the end of the project? </li></ul><ul><li>If contracts or leases require maintenance to be performed, are the tasks included in the project task plan? </li></ul>
  13. 13. Communication Plan <ul><li>Have all internal and external stakeholder information needs been assessed and communicated? </li></ul><ul><li>Have responsibilities for communication been assigned, including who must approve the various types of communications? </li></ul><ul><li>Are processes in place for dealing with ad hoc communication needs? </li></ul><ul><li>Are feedback mechanisms identified and planned for? </li></ul><ul><li>Have communication tasks been inserted into the project schedule? </li></ul>
  14. 14. Test Plan <ul><li>Has the test environment and resource requirements for testing been included in the project schedule, staffing and investment plan? </li></ul><ul><li>Have the dependencies or triggers that are generated from the successful completion of the test features been identified? </li></ul><ul><li>Has the test plan defined the acceptance criteria thresholds? </li></ul>
  15. 15. Implementation / Transition Plan <ul><li>Have dependencies between tasks been identified and communicated to the resources affected by the dependency? </li></ul><ul><li>Have start and end dates been applied to all tasks? </li></ul><ul><li>Is there an assigned person, responsible for completing each task? </li></ul><ul><li>Has the plan been reviewed with all impacted stakeholders and resources assigned to the implementation and transition tasks? </li></ul><ul><li>Have other project plans been reviewed for possible changes based on the contents of the implementation / transition plan? </li></ul><ul><li>Is a dry run or tabletop exercise planned or required? </li></ul>
  16. 16. Training Plan <ul><li>Has the training audience along with the training objectives been identified? </li></ul><ul><li>Has funding for training been included in the project budget? </li></ul><ul><li>Have the tasks in the training plan been integrated in to the project schedule & task plan so that the training activities are not squeezed in to the schedule at the end of the project? </li></ul><ul><li>Have the missing skills been identified and will they be addressed in the training? </li></ul><ul><li>Have the training needs been distinguished from the training wants? </li></ul><ul><li>Has the training been scheduled along with the training materials? </li></ul>
  17. 17. Maintenance & Operations (M&O) Plan <ul><li>Are there existing maintenance processes and practices within organisation? </li></ul><ul><li>Has the maintenance owner, key players and user groups been identified? </li></ul><ul><li>Has the planning approach and timeline been determined? </li></ul><ul><li>Are costs associated with M & O documented and understood? </li></ul><ul><li>Are project deliverables being tracked for ongoing maintenance? </li></ul><ul><li>Have M & O plan development impacts on project and project resources been determined? </li></ul>
  18. 18. <ul><li>“ The five essential entrepreneurial skills for success: Concentration, Discrimination, Organisation, Innovation and Communication. ” </li></ul><ul><ul><li>- Michael E. Gerber </li></ul></ul>
  19. 19. <ul><li>Good Luck </li></ul><ul><li> </li></ul>