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Project Initiation Checklist

This document is a project initiation checklist for a project. It outlines key areas to address such as objectives, organization, project definition, risks, scope, constraints, estimates, and approvals. Upon completion, the checklist will help ensure the necessary information is documented to properly initiate the project.

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Kaisar Mukadam
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© Attribution Non-Commercial (BY-NC)
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73 views

Project Initiation Checklist

This document is a project initiation checklist for a project. It outlines key areas to address such as objectives, organization, project definition, risks, scope, constraints, estimates, and approvals. Upon completion, the checklist will help ensure the necessary information is documented to properly initiate the project.

Uploaded by

Kaisar Mukadam
Copyright
© Attribution Non-Commercial (BY-NC)
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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Project Initiation Checklist

Project Name:
Project Manager:
Project Sponsor:
Project Customer:
Facilitator:
Review Date:

Background
Background of the project: [Replace this text with a brief description of the
project background. Identify the source of the
project request.]
Objectives
Yes No Comments
Have project objectives been defined and [Replace this text with your project
are they clear? objectives.]
Organization
Yes No Comments
Has a project sponsor been identified? [Replace this text with name of
project sponsor.]
Has a project customer been identified who [Replace this text with Customer’s
will sign-off the requirement and accept the name.]
delivery?
Has an issues escalation mechanism been [Replace this text with location of
identified? escalation mechanism process.]
Has an ultimate authority been identified [Replace this text with authority’s
who can make final say on project name—usually a Steering
continuation? Committee or Project Sponsor.]
Has Project Manager been identified? [Replace this text with name of
Project Manager.]
Has Business Analyst been identified? [Replace this text with name of
Business Analyst.]
Has Core Team been identified? [Replace this text with a list of

Confidential
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Project Initiation Checklist

names of the Core Team.]


Project Definition
Yes No Comments
Has a Business Case been developed and [Replace this text with the location
approve by the authority? of business case and name of
approval authority.]
Has the project been prioritized? [Replace this text with the Priority
Number and the location of
meeting minutes.]
Have Business Requirements been [Replace this text with the location
completed and sign-off? of the Business Requirements
document.]
Have Deliverables been defined clearly? [Replace this text with the location
of the Deliverables document.]
Has Acceptance Criteria been established [Replace this text with the location
for each Deliverable? of Acceptance Criteria document.]
Has Project Management Methodology [Replace this text with the location
been identified? of the Project Management
Methodology procedures.]
Risk
Yes No Comments
Has Risk been assessed? [Replace this text with the location
of the Risk Assessment document.]
Have Risk Mitigation Strategies been [Replace this text with the location
defined? of the Risk Mitigation document.]
Has a Contingency Reserve been [Replace this text with the dollar
established? amount of the Contingency
Reserve.]
In-Scope
Yes No Comments
Have business functions been identified? [Replace this text with a list of in-
scope business functions.]
Has Project interface been [Replace this text with the location
identified/documented? of the Interface diagram/document.]
Have business processes impacted by the [Replace this text with the location
project been identified? of the impacted processes list.]

Constraint
Yes No Comments
Has the Project Budget been approved? [Replace this text with the dollar
amount of the Project Budget.]
Has a Project Deadline (Completion Date) [Replace this text with the Deadline
been established? Date in this format: mm/dd/yyyy]
Have interdependencies between other [Replace this text with a list of
projects been identified? projects and deliverables

Confidential Page 2 12/8/2021


Project Initiation Checklist

interdependent with this project.]


Project Estimates
Yes No Comments
Start Date [Replace this text with your
estimated Start Date in this format:
mm/dd/yyyy]
End Date [Replace this text with your
estimated End Date in this format:
mm/dd/yyyy]
Efforts in hours [Replace this text with the
estimated hours.]
Budget [Replace this text with the
estimated budget.]
# of Functionality [Replace this text with the
estimated number of
functionalities.]
# of Deliverables [Replace this text with the
estimated number of Deliverables.]

General Observations
[Replace this text with information regarding the overall readiness of project initiation. This must
be filled-in by the Facilitator.]

Actions

I
Action Item Assigned To Due By
D
[mm/dd/yyyy]
[mm/dd/yyyy]
[mm/dd/yyyy]

Comments
[Replace this text with comments.]

Approvals
Project Customer: ___________________________ Date: ___/___/____

Project Sponsor: ___________________________ Date: ___/___/____

Project Manager: ___________________________ Date: ___/___/____

Project Manager: ___________________________ Date: ___/___/____

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Project Initiation Checklist

Facilitator: ___________________________ Date: ___/___/____

Attendee: ___________________________ Date: ___/___/____

Attendee: ___________________________ Date: ___/___/____

Attendee: ___________________________ Date: ___/___/____

Confidential Page 4 12/8/2021

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