Project Checklist
Table of Contents
Resources
Where are the resources for the project?
What resources might we need?
Whose input do we need?
Whose input could we use?
Has anything like this been done before?
Administration
Who's accountable for this project's success?
What communication do we need?
What methods of reporting are we using?
What structures do we need?
What re-grouping will we need? How often?
What people do we need (hiring, subcontractors, consultants)?
What skills are required?
Who needs to know how to do what?
What training do we need?
Who needs to be informed as we go along?
What policies/procedures affected?
Finance
What will this cost?
What is the budget for the project?
How do we get it?
Who is the sponsor of the project?
What might affect the cost?
What are the potential payoffs ($)?
Operations
When does the project start?
When is the planned finish date?
What are the hard deadlines?
What might affect timing?
Who's going to do the work?
How do we ensure complete delivery?
Quality
How will we monitor the progress?
How will we know if we're on course?
What data do we need and when?
What reports do we need and when?
Download or Print this Project Checklist
Get a printable version of this checklist in your preferred format: PDF, Word, Excel, or print directly from your browser.
Presented by:
Jake R Brady
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Tasks: 37
Introduction
Who it's for
This Project Checklist is for teams that want consistent execution, less rework, and clear ownership.
- Standardize quality - run the same Project steps every time, regardless of who executes
- Save time - reuse a proven Project workflow instead of rebuilding processes from scratch
- Improve accountability - assign owners and see what's done vs. what's pending
- Onboard faster - use the Project checklist as the SOP and training guide
- Coordinate across roles - handoffs are clear and everyone works from the same source of truth
How to use it
How to use this Project Checklist:
- Start by saving it - save as a Template if you'll reuse it, or as a Checklist if it's a one-off project.
- Customize it once for your workflow - remove what doesn't apply and add your team-specific steps.
- Assign ownership and execute - set owners/due dates where needed and track completion as work happens.
- Reuse without rebuilding - when Project comes up again, start from your saved version and run it with clear ownership.