Project Management Checklist
Table of Contents
Getting Started
Develop a business case for the project.
Make sure the project fits company agenda.
Detemine potential benefits it will offer and to whom they will be offered.
Overview any key risks.
Identify all concerned in the project.
Consult a finance expert.
Get the business case approved by senior managers.
Project Design
Determine a clear and precise statement of what a project is trying to achieve (purpose, scope, and objectives).
Send project definition statement to all concerned.
Define areas be included in the project scope.
Define who should be in the project team.
Describe responsibilities of each person in the project.
Form a group of project managers and hold a meeting.
Plan The Project
Make your project planning checklist.
List all the activities required.
Group tasks under different category headings.
Write down dependencies of all activities.
Estimate timeframe for each activity.
Identify activities that have to be completed by the due date.
Prioritize activities.
Make a communication plan and communicate it with all concerned.
Carry out a risk analysis.
Appoint a team member to manage each risk.
Filter your project for slipping tasks.
Determine how to monitor the project progress.
Make a milestone plan for the stages of the project.
Check the project by the milestone dates.
Set a realistic deadline for the project.
Monitor The Project
Agree monitoring process with senior managers.
Decide on what will be monitored in the project and how.
Keep records of the project.
Choose the type of control.
Agree monitoring and approving changes system with senior managers.
Have a formal approval from senior managers before action a change.
Appoint a person to be responsible for the project quality.
Review the project quality with the client.
Make sure someone can sanction changes in senior manager absence.
Set an agenda for project meetings to review progress.
Define action points against each item on the agenda.
Review the items on the critical path.
Report if the cost or time limit exceed.
Report progress at the end of each stage of the project.
Monitor issues that may be causing concern.
Download or Print this Project Management Checklist
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Presented by:
Campbell Rodriguez
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Introduction
Who it's for
This Project Management Checklist is for teams that want consistent execution, less rework, and clear ownership.
- Standardize quality - run the same Project Management steps every time, regardless of who executes
- Save time - reuse a proven Project Management 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 Management 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 Management 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 Management comes up again, start from your saved version and run it with clear ownership.