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Project Training Checklist Sample Worksheet Task To Do Templates Example

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Claudia Eggers October 23, 2020 Project Management

One of the tools you can use to get things structured and organized is the "Project Checklist". This checklist is a roadmap to setup and put a framework around the project before it gets started. Each PM has their own style and set of tools, but if you are working on building your own toolbox, the project checklist is an important item to have when defining the project itself.

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The project schedule is the central part of the project plan and it is used to connect the tasks to be done with the resources that will accomplish them. It consists of a list of deliverables with intended start and finish dates. Deliverables are the lowest level elements in a schedule, which are not further subdivided.

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Then you bring in your techies to ask them to prepare a project scope document along with a report, in which the specific technologies and the steps to carry out the plan are decided. The scope and the feasibility of it are studied and a decision on whether to take it up or to pass on the offer is made. This official document contains everything from primary goals of the scheme to the deliverables expected of it. Once the document is perused and the upper management gives it a green signal, the project is considered as taken!

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They are a fundamental tool in a project manager`s toolkit. However, an unseasoned project manager can find that they can take over the project and result in reduced control. How so? In this article we will look at their potential pitfalls and provide some tips and strategies for ensuring successful project management. Gantt charts are, after all, just one of many ways of presenting the project planning and actual data that has been input.

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The business requirements state what is required but do not specify how the deliverable will actually work. So in many projects with a tangible and technically sophisticated deliverable, it is very common to produce additional documentation about the look and feel of the end product. The functional specification describes not only how the end product will look but also how an end-user will actually use it and what the user-experience will be like. This document should contain sections that specifically relate to each of the requirements in the business requirements document so that every functional item can be tracked back to an original business need.

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The business requirements document should accurately, and in detail, describe the purpose of the project. It states what is needed to achieve that goal i.e. what is in-scope, what is out-of-scope, any assumptions that have been made, any constraints that have been imposed and expected timescales. The document will form the definitive description of the aims of the project and, as such, can be used to manage the expectations of the stakeholders. It will also include acceptance criteria that will ultimately be used to judge whether the project was a success.

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