Project Checklist

4.8/5 with 141 votes

Introduction

Our Project Checklist is designed to help you manage every aspect of your project, from organizing resources to monitoring quality. This template covers key elements such as accountability, finance, and operations, ensuring that you stay on track and achieve your project goals. By clicking Save, you can easily customize the checklist using our Checklist App. Collaborate with your team in real-time, share updates, and sync across devices for a seamless project experience.

Save the full checklist and customize it later.

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  • 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?

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Get a printable version of this checklist in your preferred format: PDF, Word, Excel, or print directly from your browser.

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Presented by:

Jake R Brady

Jake R Brady

Stats

Views

79

Uses

52

Tasks

37

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:

  1. Start by saving it - save as a Template if you'll reuse it, or as a Checklist if it's a one-off project.
  2. Customize it once for your workflow - remove what doesn't apply and add your team-specific steps.
  3. Assign ownership and execute - set owners/due dates where needed and track completion as work happens.
  4. Reuse without rebuilding - when Project comes up again, start from your saved version and run it with clear ownership.

Rate this Checklist

5 stars
Scores 4.80 with 141 votes

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