Project Management Template Excel Pmt Document Initiation Checklist Form

Natasha O'sullivan October 26, 2020 Project Management

A project in general is divided into many phases depending on the life cycle model used for it. In general, the methodology deals with the genesis of a scheme, controlling it and termination of the plan! Where it all begins! An organization begins on a project, by getting down the objectives of the customer. The requirement gathering report should be as unambiguous as possible. You do not want to give a two-story house when the client had actually asked for two storerooms in the house! Get the deal straight! Then a mandate is provided to the client, which is an official document stating the needs of the customer, for their verification.

Prior to creating the project schedule the project manager must have a work breakdown structure (WBS), an effort estimate for each task, and a list of resources with availability for each resource. Once these data are established a project scheduling tool can automatically do much of the tedious work of calculating the schedule. However, before a project manager can use such tools, he should have an understanding over concepts like WBS, dependencies, resource allocation, critical paths etc. These are the real keys to planning a successful project.

Among all the tools at our disposal for managing projects, checklists are perhaps the simplest and most productive means of building consistency in work practices. Checklists are useful in almost every field of human endeavor, and in particular where repeatability and systematic action drive performance. Yet they are still much under-used in the planning and managing of projects.

All projects have control points and required deadlines, where progress is monitored and measured. In the event that a deadline is missed then the overall impact on project completion time can be assessed, and if necessary new timetables drawn up, re-negotiated and agreed. Action Plans are lists of tasks/individual actions that are carried out to achieve a single and objective or outcome - in this case, the specific project. Action Plans focus on the achievement of a single goal, the action may then be translated in to a to-do list/diary cum calendar which cover many goals.

Project Initiation Phase Checklist

Oct 29, 2020

Ultimate Project Planner Template

Dec 02, 2020

Change Management Implementation Checklist

Oct 22, 2020

Project Management Audit Checklist Excel

Oct 28, 2020

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!

With simple projects, a tool such as a Gantt chart may make over complicate the project scheduling. Unless all team members are trained in the tool then the use of the tool may itself lead to poor communication and an unsatisfactory result. A simple project such as those identified above may only require a timetable and/or an action plan. All those in the project team should be communicated with as to their tasks content and timing. Timetables can then be negotiated and agreed, actions lists or diaries/calendars can be used for recording and planning purposes.

Photos of Project Initiation Document Checklist