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Project Inception Checklist


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Project Inception Checklist The overriding goal of the project inception stage is to reach concurrence among all stakeholders to ensure that the project environment is prepared for further development and implementation. In this Project Inception Checklist you can find out what tasks you can do to complete the stage.

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1. Review the Project.

  • Describe the project background, including 5 concerns – purpose, problem, key inputs and outputs, focus area, and target audience (customers).
  • Outline objectives and goals, including:
    • Primary goals (what to achieve, by when, at what cost?)
    • Secondary goals (what benefits to gain, by using what resources?)
    • Specify both types of goals in a goal statement document.
    • Set boundaries (what’s in and out of the project?).
    • Write a scope statement document specifying an amount of work to be accomplished with the project.
    • Design a draft of the project plan based on scope and outlining major milestones.
    • Define project control tools, including templates, timesheets, change control tools, configuration management tools.
    • Outline a work breakdown structure (WBS), including high-level and intermediate deliverables.

2. Determine Stakeholders.

  • Identify people and organizations involved in governing and managing the project.
  • Identify people and organizations involved in implementing the project.
  • Combine names of all stakeholders into a documented list (the stakeholder list).
  • Formulate standards of reporting and communication to be used between all stakeholders within the project.

3. Evaluate Project Feasibility.

  • Determine economic feasibility (cost/benefit analysis).
  • Evaluate technological feasibility.
  • Assess resource feasibility.
  • Determine schedule feasibility.
  • Determine organizational/cultural feasibility.
  • Confirm the overall feasibility of the project.

4. Review the Business Case.

  • Develop an economic plan for realizing the project goals and objectives.
  • Make an accurate assessment of the return on investment (ROI).
  • Use the ROI assessment to provide justification for the project and establish economic constraints.
  • Confirm that the project is economically worthwhile so it should move ahead.

5. Plan for Key Constraints.

  • Time. Design a schedule for the whole project and make working calendars per ...

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