Project initiation checklist
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This project initiation checklist summarizes key details for a new project including the project name, manager, sponsor, and core team members. It outlines that objectives have been defined, a business case and scope document have been approved, and an initial risk assessment has been completed. Finally, it notes that the project budget and milestones have been identified and the core resources approved, indicating readiness for project initiation.
![Project Initiation Checklist
Project Name:
Project Manager:
Project Sponsor:
Project Customer:
Core Team Members:
Start Date: End Date:
Effort (in Hrs): Budget (in Dollars): $
Background
Background of the project: [Replace this text with a brief description of the
project background. Identify the source of the
project request.]
Objectives
Have project objectives been defined
and are they clear?
[Replace this text with your project objectives.]
Business Case (if Required)
What is the Business Case document
name?
[Replace this text with the Business Case
document file name]
Who approved the Business Case? [Replace this text with the name of the person who
approved the Business Case]
Will the project involve a tender? [Replace this text with a brief description]
Will the project involve an IT systems
implementation/technology component?
[Replace this text with a brief description]
Scope
What is the Scope document name? [Replace this text with the Scope document file
name-Proposed]
Who approved the Scope document? [Replace this text with the name of the person who
approved the Scope Document]
Risk & Issues
Has an “Initial Risk Assessment” been [Replace this text with the name of the Risk
projectinitiationchecklist-160524115804.doc Page: 1](https://image.slidesharecdn.com/projectinitiationchecklist-160524115804/85/Project-initiation-checklist-1-320.jpg)
![completed? Assessment document.]
Are there any identifiable issues? • [Replace this text with a list description of any
issues that will need to be addressed prior to
or during the project]
Constraint
Has the Project Budget been
approved?
[Replace this text with the dollar amount of the
Project Budget.]
Have the milestones been identified? • [Replace this text with a Identified Milestones
list]
Have the core resources been
identified?
• [Replace this text with a core Resources list]
projectinitiationchecklist-160524115804.doc Page: 2](https://image.slidesharecdn.com/projectinitiationchecklist-160524115804/85/Project-initiation-checklist-2-320.jpg)
![General Observations
[Replace this text with information regarding the overall readiness of project initiation.
This must be filled-in by the Facilitator.]
Actions
ID Action Item Assigned To Due By
[mm/dd/yyyy]
[mm/dd/yyyy]
[mm/dd/yyyy]
Comments
[Replace this text with comments.]
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Project initiation checklist
- 1. Project Initiation Checklist Project Name: Project Manager: Project Sponsor: Project Customer: Core Team Members: Start Date: End Date: Effort (in Hrs): Budget (in Dollars): $ Background Background of the project: [Replace this text with a brief description of the project background. Identify the source of the project request.] Objectives Have project objectives been defined and are they clear? [Replace this text with your project objectives.] Business Case (if Required) What is the Business Case document name? [Replace this text with the Business Case document file name] Who approved the Business Case? [Replace this text with the name of the person who approved the Business Case] Will the project involve a tender? [Replace this text with a brief description] Will the project involve an IT systems implementation/technology component? [Replace this text with a brief description] Scope What is the Scope document name? [Replace this text with the Scope document file name-Proposed] Who approved the Scope document? [Replace this text with the name of the person who approved the Scope Document] Risk & Issues Has an “Initial Risk Assessment” been [Replace this text with the name of the Risk projectinitiationchecklist-160524115804.doc Page: 1
- 2. completed? Assessment document.] Are there any identifiable issues? • [Replace this text with a list description of any issues that will need to be addressed prior to or during the project] Constraint Has the Project Budget been approved? [Replace this text with the dollar amount of the Project Budget.] Have the milestones been identified? • [Replace this text with a Identified Milestones list] Have the core resources been identified? • [Replace this text with a core Resources list] projectinitiationchecklist-160524115804.doc Page: 2
- 3. General Observations [Replace this text with information regarding the overall readiness of project initiation. This must be filled-in by the Facilitator.] Actions ID Action Item Assigned To Due By [mm/dd/yyyy] [mm/dd/yyyy] [mm/dd/yyyy] Comments [Replace this text with comments.] projectinitiationchecklist-160524115804.doc Page: 3