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Project Agreement Checklist


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Project Agreement Checklist Project agreement is a document that establishes a negotiated and legally enforceable understanding regarding a certain project which is planned for implementation by two or more legally competent parties (stakeholders). Read this Project Agreement Checklist to learn what items to consider when creating such a document.

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  1. Project Description.
    • Define the problem your project is intended to solve
    • Identify goals and objectives of the project
    • Be sure goals and objectives are targeted to solving the problem
    • State project scope including boundaries and requirements
    • Agree on constraints and assumptions
    • Make a list of project deliverables
    • Define and estimate required resources (time, people and money)
    • Attach Project Proposal to your project agreement 
  2. Roles and Responsibilities.
    • Develop and present project organizational structure to all stakeholders involved
    • Define key roles involved in the project. For example: Sponsor, Customer, Owner, Reviewer, Project Manager, Team Member
    • Identify key responsibilities of the project team
    • Confirm the team is assembled and all team members are evaluated and well trained
    • Review results of the kickoff meeting and confirm the project is presented to and agreed by the team
    • Discuss and agree upon reporting rules with all stakeholders 
  3. Review Process.
    • Schedule status meetings for reviewing and measuring project progress
    • Define what mechanism of feedback to use for better work tracking and estimating
    • Agree upon a mechanism for reviewing target dates and milestones
    • Develop and approve criteria for measuring success of risk mitigation strategies
    • Confirm that a contingency plan is developed and in place 
  4.  Timeline
    • Review and agree on overall project duration
    • Analyze activity duration estimates  for accuracy
    • Be sure that overall duration does not exceed target dates defined by the customer
    • Confirm the project schedule is developed and agreed
    • Review project milestones and be sure they are scheduled 
  5. Governance.
    • Confirm that the project is provided with a governance committee that controls milestones and deliverable status
    • Be sure that all parties involved in issue resolution provide their best efforts to handle open issues and problems
    • Ensure project stakeholders are engaged in using feedback for improving project governance and control
    • Establish rules for carrying out project evaluations and reviews
    • Define a policy for managing changes
    • Be sure that deliverable ...

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