Project Name

Project Initiation Checklist

Prepared By: author

Date Prepared:

date

Revision Number:

1

Reference


 


Project Objective


To: 

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In a way that: 

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So that: 

Background

Project Scope


What business functions are in and out of scope? 

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

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What are the project interfaces? 

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What business procedures are required? 

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What IT operations procedures are required? 

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Will an Acceptance Test Plan and testing be required? 
 

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

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What training is required? 
 

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What documentation is required? 
 

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What are the critical requirements? 
 

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Constraints


What is the maximum cost of the project? 
 

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What is the latest project completion date? 
 

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What are the interproject dependencies? 
 

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Current Issues


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

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Organization

Project Sponsor


Who agrees to this project setup? 
 

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Who will signoff the requirements? 
 

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Who will remove obstacles? 
 

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Who will accept the finished product? 
 

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Project Lead


Who will execute the project initiation (e.g., Project Manager or Business Analyst) 
 

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Resources & Responsibilities


What additional resources will be required? 
 

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What are they expected to do? 
 

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Schedule

Start Date


When will the project start? 

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End Date


When will it end? 
 

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Estimate


How many effort hours? 
 

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How many elapsed hours? 
 

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What assumptions are you making? 
 

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Final Product


What is the end product? 
 

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Project Approach


What are the milestones? 
 

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Interim Products


What are the products of the milestones? 
 

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Business Case

Project Justification


Why do this project? 
 

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What happens if we don’t do it? 
 

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Why do it now? 
 

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How critical will the impact of the project be? 
 

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Risks


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

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Countermeasures


How will you avoid this? 
 

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Costs


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

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Project Initiation Approvals

Requested Date:



 


Client Requester:



Date:



 


Department Manager:



 


Date:


 


IT Project Manager:



 


Date:


 


IT Manager:


 


Date: