Checklists: To make sure you don't forget anything...Stick-Figure-with-Cheklist

Here you will find an ever growing number of checklists. Every third checklist we publish is available for the general public.

Configuration Management Strategy Checklist

  • Print
Topics: Configuration management | Strategy | Checklist

Configuration Management Strategy Checklist

To be used when creating and approving the Configuration Management Strategy document.
 
  • Mark all that apply.
  • Resources are in place to administer the chosen method of configuration management.
  • Responsibilities are clear and understood by both user and supplier.
  • The chosen Configuration Management Strategy is appropriate for the size and nature of the project.
  • The corporate or program strategy for configuration management has been considered.
  • The key identifier for the project’s product(s) is/are defined.
  • The method and circumstances of version control are clear.
  • The project files provide the historical records required to support any lessons.
  • The project files provide the information necessary for any audit requirements.
  • The requirements of the operational group (or similar group to whom the project’s product will be transitioned) should be considered.
  • The retrieval system will produce all required information in an accurate, timely and usable manner.
  • The strategy provides the Project Manager with all the product information required.
    •  
    See also Communication Management Strategy Checklist

    Communication Management Strategy Checklist

    • Print
    Topics: Communication | Communication management | Strategy | Checklist

    Communication Management Strategy Checklist

    To be used when creating and approving the project Communication Management Strategy document.
     
  • Mark all that apply.
  • A common standard for communication has been considered.
  • All stakeholders have been identified and consulted for their communication requirements.
  • For projects that are part of a programme, the lines of communication, and the reporting structure between the project and programme, have been made clear in the Communication Management Strategy.
  • The Communication Management Strategy incorporates corporate communications facilities where appropriate.
  • The formality and frequency of communication is reasonable for the project’s importance and complexity.
  • There is agreement from all stakeholders about the content, frequency and method of communication.
  • The time, effort and resources required to carry out the identified communications have been allowed for in Stage Plans.
    •  
    For general guidelines for professional communication, see also 7 "C"s of Communication Checklist

    Work Package Checklist

    • Print
    Topics: Work package | Checklist

    Work Package Checklist

    Checklist to be used during the creation of a work package. It can also be used when receiving a work package.
     
  • Mark all that apply.
  • All necessary interfaces have been defined.
  • Any requirement for independent attendance at and participation in quality activities are defined.
  • Reporting arrangements are defined.
  • Standards for the work are agreed.
  • The dates and effort are in line with those shown in the Stage Plan for the current management stage and the defined standards are in line with those applied to similar products.
  • The Product Description(s) matches up with the other Work Package documentation.
  • There is agreement between the Project Manager and the recipient on exactly what is to be done.
  • There is agreement on the constraints, including effort, cost and targets.
  • There is a Product Description for each required product, with clearly identified and acceptable quality criteria.
  • The reporting arrangements include the provision for raising issues and risks.
  • The required Work Package is clearly defined and understood by the assigned resource(s).

    • Creating a Project Management Office (PMO) Checklist

    • Print
    Topics: Project Management Office | Program Management Office | Checklist

    Creating a Project Management Office (PMO) Checklist

    Checklist to support the creation of a PMO in an organization.
     
  • Mark all that apply.
  • Did you receive/create a PMO Mandate?
  • Is there a need in the organization for a PMO?
  • Did you meet with all stakeholders?
  • Do you know who the PMO's customers are going to be?
  • Has the nature of the PMO been defined (Agent of Change versus Reporting Agent)?
    • Project Management Office?
    • Program Management Office?
    • Portfolio Management Office?
    • Strategic Planning and Portfolio Management Office?
  • Have the PMO's service offerings been defined?
  • Have the PMO's success criteria been defined?
  • Have the PMO's orgchart and roles been defined?
  • Did you create a PMO budget and set of metrics?
  • Have you come up with a PMO creation plan?
    •  
    See also Creating a Project Management Office (PMO) Checklist

    Pre-Project Kick-Off Meeting Checklist

    • Print
    Topics: Meetings | Checklist

    Pre-Project Kick-Off Meeting Checklist

    To be used when planning a Project Kick-Off meeting. To make sure the meeting can be focused on the key project aspects and not on detailed project logistics!
     
  • Mark all that apply.
  • Do all (current) team members have access to relevant project documentation?
  • Do all (current) team members have access to the relevant tools?
  • Did (you) the Project Manager meet with all team members?
  • Have all team members been assigned to a (sub) team?
  • Have all teams been assigned a team leader?
  • Has the project kick-off been scheduled?
  • Has the material for the project kick-off meeting been prepared:
    • Project Brief?
    • Initial Project Schedule?
    • Project Rules of Conduct?
    • Project Contact/Who's who list?
    • Meeting presentation and agenda?
  • Has invite and agenda been sent?
  • Has attendance been confirmed?
  • Conduct meeting
    •  
    See also the Pre-Meeting checklist and the Meeting checklist

    More Articles...

    1. Exception Report Checklist
    2. Initiating a Project Checklist
    3. Directing a Project Checklist
    4. Plan Checklist

    Subcategories