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Project Activities Checklist


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Project Activities Checklist Creating an activity list for a typical project allows you to identify and define all the activities to be undertaken to initiate, plan, implement and close the project. The following Project Activities Checklist explains how to develop such a list. It describes the major activities for every phase of a typical project.

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  1. Inception Activities.
    • Defining the vision and background of your project.
    • Identifying business drivers that lead the project and define the strategic direction.
    • Developing the business case that defines the problem/need to be addressed by the project and the reasons for project launch.
    • Creating a list of project goals and objectives that contribute to solving the problem.
    • Analyzing options or alternatives to the project.
    • Justifying the project through performing feasibility analysis.
    • Identifying constraints and assumptions.
    • Defining scope, including boundaries, deliverables and requirements.
    • Developing product acceptance criteria.
    • Analyzing stakeholders and their expectations and involvement level.
    • Designing an organizational chart that identifies roles and responsibilities of stakeholders.
    • Writing a proposal document that summarizes the project and inquires the sponsor for necessary investments.
    • Getting approval of the proposed project and starting the planning process.
  2. Planning Activities.
    • Reviewing lessons learned from previous projects (if any) to gain valued expertise and knowledge for your present project.
    • Selecting and interviewing the best candidates to the project team.
    • Creating a team composition chart that includes roles and names of peoples involved in the implementation process.
    • Writing a staffing plan that explains how to manage the team and collaborative activities.
    • Designing a change management plan that explores a mechanism of defining, approving and implementing project changes and updates.
    • Making an issue management plan to define how to document and manage issues.
    • Defining quality assurance and control activities that identify how to keep the project and its results relevant to project requirements.
    • Developing the project schedule that defines time required for implementing the project, along with activity durations and milestones.
    • Establishing contractual relationships with suppliers and procurers.
    • Designing a training plan that explores methods and techniques of staff training and development.
    • Developing cost estimates that define how much funding will be required to perform the project and complete its goals and objectives.
    • Making a risk management plan that specifies processes and tools for analyzing and managing threats and uncertainties.
    • Developing a communications management plan that explains how communications between stakeholders should be established and managed.
    • Designing a project management plan that defines key activities for managing the project and its content.
  3. Implementation Activities.
    • Conducting status meetings to review current status of the project.
    • Providing training to personnel if necessary.
    • Leading and guiding the project team.
    • Managing changes and updates.
    • Logging issues and developing solutions for handling logged issues.
    • Managing identified risks.
    • Communicating with the team and other stakeholders to get their feedback and keep the project up-to-date.
    • Managing deliveries and procurement.
    • Controlling and assuring project quality.
    • Using reporting as a mechanism of tracking the implementation process.
    • Reviewing status of project deliverables to ensure they are produced according to acceptance criteria.
    • Monitoring staff performance to ensure project work is performed according to the plan.
  4. Closure Activities.
    • Performing a post implementation review to confirm the project has reached its goals and objectives and that deliverables are produced.
    • Conducting lessons learned exercises to document successful experience and practice of the project.
    • Transferring project personnel to other projects, or releasing them.
    • Closing financial operations and transactions.
    • Handing over the project product to the customer.
    • Getting the customer’s approval that ...

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