Project Planning Checklist

Designing and executing projects

Project Planning

Templates

 Guideline: How to prepare a detailed project plan document

 

Origination

Templates (in word)

 

Develop an initial concept paper, where the initial case for the project is made and initial project parameters are defined (i.e. prepare the Project Business Case document);

Evaluate the original idea, and decide whether to assign organizational resources for preparing a more detailed and elaborated project proposal to be recommended to those who can allocate financial resources for it. 

 Checklist for approval of Project Business Case

Project Audit & Review Checklist

Select a project designer and assign to her/him with the responsibility to lead the successive stages of project initiation and detailed planning.

 Decision on allocating organizational resources for developing a project plan

Initiation

Templates (in word)

 

Define the product/services that the project is meant to deliver and the changes expected as a direct consequence of the delivered project outputs.

Prepare the Project scope document,

Project scope document

Get the required approval of the theProject scope document,

Checklist for the Internal approval of the project

Detailed planning

Templates (in word)

 

Activity Definition: Define Activities and Subdivide them into Tasks.

 

If you have considered them in your project methodology, there should be also the activities required for  

Procurementt Management,  

Monitoring & Evaluation

Quality Mananagemet,

Risk management

Team Training

Project Communication management,

Issues Management;

Management Change Control Process

Management Acceptance of Deliverables

Organizational Change Management.

 





 

 

Activity Sequencing: Determine Activity Sequence and Dependencies

Activity Resource Estimating:  Define Tasks Resource Requirements

Define Tasks Duration Estimates

Schedule Development: Prepare the GANTT  (Action Plan)

Action plan (in excel)

Complete List of Human and Material Resources Required

Cost estimating; 

Cost budgeting

Summarize the plan in a Logical Framework

Logical Framework 

Write the project Plan Document

The project Plan Document

Final approval of the project document

Templates (in word)

Evaluation of the Project Plan

 

See also

Project Execution Checklist

Programme Planning Checklist

 

 

 

 

 in MS project :  Project Planning phases