Project Name

Project Initiation Checklist

Prepared By:

 

Date Prepared:

 

Revision Number:

 

Reference

Identify the source of the request and how it came

Project Objective

Expressed as To, in a way that, so that construct

Background

Briefly describe how this project came about

Project Scope

What business functions are in and out of scope?

What locations are in and out of scope? (attach a Scoping Diagram for clarity)

What are the project interfaces? The formal and informal boundaries and relationships among people, departments, organizations, or functions”

What business procedures are required?

What production operations procedures are required?

Will an Acceptance Test Plan and testing be required?

What training is required?

What documentation is required?

What are the critical requirements?

Constraints

What is the maximum cost of the project?

What is the latest project completion date?

What are the interproject dependencies?

Current Issues

Briefly describe any issues that will need to be addressed prior to or during the project

 

Organization

 

Project Sponsor

Who agrees to this project requirements and price?

Who will signoff the requirements?

Who will remove obstacles?

Who will accept the finished product?

Project Lead

Who will execute the project initiation (e.g., Project Manager or Application Specialist

Resources & Responsibilities

What resources will be required?

What are they expected to do?

 

Schedule

 

Start Date

When will the project start?

End Date

When will it end?

Estimate

How many effort hours?

How many elapsed hours?

What assumptions are you making?

Final Product

What is the end solution of the project?

Project Approach

What are the milestones?

Interim Products

What are the products of the milestones?

 

Business Case

 

Project Justification

Why do this project?

What happens if we don’t do it?

Why do it now?

How critical will the impact of the project be?

Risks

What could go wrong? (both systems-related and user-related)

Countermeasures

How will you avoid this?

Costs

List all hardware, software, network, staff, facilities and other costs

 

Project Initiation Approvals

Requested Date:

 

Client Requester:

 

Date:

 

Department Manager:

 

Date:

 

Project Manager:

 

Date:

 

Manager:

 

Date: