Project Name

 

Project Initiation Checklist

 

Prepared By: author

Date Prepared:

Date Revision Number: 1

 

 

Reference

 

Project Objective

To:

In a way that:

So that:

 

Background

 

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?

What business procedures are required?

What IT operations procedures are required?

Will an Acceptance Test Plan and testing be required?

Will Systems Analysis be required, if so what’s needed?

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 Sponsorship

Who agrees to this project setup?

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 Business Analyst)

 

Resources & Responsibilities

What additional resources will be required?

What are they expected to do?

 

Schedule

Start Date

End Date

 

Estimate

How many effort hours?

How many elapsed hours?

What assumptions are you making?

 

Final Product

What is the end product?

 

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:

 

IT Project Manager:

Date:

 

IT Manager:

Date: