The Coffee Bean & Tea Leaf(CBTL), Business strategy case study
Project initiation checklist
1. Project Initiation Checklist
Project Name:
Project Manager:
Project Sponsor:
Project Customer:
Core Team Members:
Start Date: End Date:
Effort (in Hrs): Budget (in Dollars): $
Background
Background of the project: [Replace this text with a brief description of the
project background. Identify the source of the
project request.]
Objectives
Have project objectives been defined
and are they clear?
[Replace this text with your project objectives.]
Business Case (if Required)
What is the Business Case document
name?
[Replace this text with the Business Case
document file name]
Who approved the Business Case? [Replace this text with the name of the person who
approved the Business Case]
Will the project involve a tender? [Replace this text with a brief description]
Will the project involve an IT systems
implementation/technology component?
[Replace this text with a brief description]
Scope
What is the Scope document name? [Replace this text with the Scope document file
name-Proposed]
Who approved the Scope document? [Replace this text with the name of the person who
approved the Scope Document]
Risk & Issues
Has an “Initial Risk Assessment” been [Replace this text with the name of the Risk
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2. completed? Assessment document.]
Are there any identifiable issues? • [Replace this text with a list description of any
issues that will need to be addressed prior to
or during the project]
Constraint
Has the Project Budget been
approved?
[Replace this text with the dollar amount of the
Project Budget.]
Have the milestones been identified? • [Replace this text with a Identified Milestones
list]
Have the core resources been
identified?
• [Replace this text with a core Resources list]
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3. General Observations
[Replace this text with information regarding the overall readiness of project initiation.
This must be filled-in by the Facilitator.]
Actions
ID Action Item Assigned To Due By
[mm/dd/yyyy]
[mm/dd/yyyy]
[mm/dd/yyyy]
Comments
[Replace this text with comments.]
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