Project Initiation Checklist
Project Name:
Project Manager:
Project Sponsor:
Project Customer:
Facilitator:
Review Date:
Background
Background of the project:
[Replace this text with a brief description of the
project background. Identify the source of the
project request.]
Objectives
Yes
No
Have project objectives been defined and
are they clear?
Comments
[Replace this text with your project
objectives.]
Organization
Yes
No
Comments
Has a project sponsor been identified?
[Replace this text with name of
project sponsor.]
Has a project customer been identified who
will sign-off the requirement and accept the
delivery?
[Replace this text with Customers
name.]
Has an issues escalation mechanism been
identified?
[Replace this text with location of
escalation mechanism process.]
Has an ultimate authority been identified
who can make final say on project
continuation?
[Replace this text with authoritys
nameusually a Steering
Committee or Project Sponsor.]
Has Project Manager been identified?
[Replace this text with name of
Project Manager.]
Has Business Analyst been identified?
[Replace this text with name of
Business Analyst.]
Has Core Team been identified?
[Replace this text with a list of
names of the Core Team.]
Project Definition
Confidential
[Link]
Last printed 6/4/2004 8:39:00 AM
Project Initiation Checklist
Yes
No
Comments
Has a Business Case been developed and
approve by the authority?
[Replace this text with the location
of business case and name of
approval authority.]
Has the project been prioritized?
[Replace this text with the Priority
Number and the location of meeting
minutes.]
Have Business Requirements been
completed and sign-off?
[Replace this text with the location
of the Business Requirements
document.]
Have Deliverables been defined clearly?
[Replace this text with the location
of the Deliverables document.]
Has Acceptance Criteria been established
for each Deliverable?
[Replace this text with the location
of Acceptance Criteria document.]
Has Project Management Methodology
been identified?
[Replace this text with the location
of the Project Management
Methodology procedures.]
Risk
Yes
No
Comments
Has Risk been assessed?
[Replace this text with the location
of the Risk Assessment document.]
Have Risk Mitigation Strategies been
defined?
[Replace this text with the location
of the Risk Mitigation document.]
Has a Contingency Reserve been
established?
[Replace this text with the dollar
amount of the Contingency
Reserve.]
In-Scope
Yes
No
Comments
Have business functions been identified?
[Replace this text with a list of inscope business functions.]
Has Project interface been
identified/documented?
[Replace this text with the location
of the Interface diagram/document.]
Have business processes impacted by the
project been identified?
[Replace this text with the location
of the impacted processes list.]
Constraint
Yes
No
Comments
Has the Project Budget been approved?
[Replace this text with the dollar
amount of the Project Budget.]
Has a Project Deadline (Completion Date)
been established?
[Replace this text with the Deadline
Date in this format: mm/dd/yyyy]
Have interdependencies between other
projects been identified?
[Replace this text with a list of
projects and deliverables
interdependent with this project.]
Project Estimates
Confidential
Page 2
10/31/2016
Project Initiation Checklist
Yes
No
Comments
Start Date
[Replace this text with your
estimated Start Date in this format:
mm/dd/yyyy]
End Date
[Replace this text with your
estimated End Date in this format:
mm/dd/yyyy]
Efforts in hours
[Replace this text with the
estimated hours.]
Budget
[Replace this text with the
estimated budget.]
# of Functionality
[Replace this text with the
estimated number of
functionalities.]
# of Deliverables
[Replace this text with the
estimated number of Deliverables.]
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.]
Approvals
Project Customer: ___________________________
Date: ___/___/____
Project Sponsor: ___________________________
Date: ___/___/____
Project Manager: ___________________________
Date: ___/___/____
Project Manager: ___________________________
Date: ___/___/____
Facilitator:
___________________________
Date: ___/___/____
Attendee:
___________________________
Date: ___/___/____
Confidential
Page 3
10/31/2016
Project Initiation Checklist
Attendee:
___________________________
Date: ___/___/____
Attendee:
___________________________
Date: ___/___/____
Confidential
Page 4
10/31/2016