Project Management Checklists

Among all the tools at our disposal for managing7. Has a credible schedule with identifiable critical path
projects, checklists are perhaps the simplest and mostand late schedule been developed from the WBS and
productive means of building consistency in workoptimized within the project constraints?
practices. Checklists are useful in almost every field of8. Have milestones been included in the schedule to
human endeavor, and in particular where repeatabilitytrack major events, completed phases and/or
and systematic action drive performance. Yet theydeliverables and external dependencies?
are still much under-used in the planning and managing9. Have workload commitments been identified for
of projects.each week of the project and agreed to by team
Here is a high level twelve-point checklist for use duringmembers and their managers?
project planning:10. Have response plans been developed for the most
significant threats to project success?
1. Have the needs and concerns of all key11. Has a change management process been defined
stakeholders been considered and resolved?and agreed to by all key stakeholders?
2. Does the project have an overall approved mission12. Has the governance structure for the project been
statement defining the scope, schedule and resourcesestablished with an agreed sponsorship role and
budget?expectations set for review frequency and format?
3. Has the relative flexibility among scope, schedule,One of the features of checklists is that they can be
resources and budget been determined?designed to extend hierarchically, such that a
4. Have all project deliverables been identified andsub-checklist could be developed to facilitate any or all
described in detail with unambiguous completionof the checks above (e.g. a stakeholder analysis
criteria?checklist or a risk management checklist). The PMI,
5. Are roles and responsibilities defined and agreedtraining firms and PMOs would do well to promote
upon for all project team members?checklists more strongly - project managers like to use
6. Has an appropriately detailed work breakdownchecklists; not many want to read through an
structure been created with input from key teamoverweight methodology. And managers like checklists
members?because they improve quality and instill consistency.