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Project Take-off Checklist


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Project Take-off Checklist The following Project Take-off Checklist is applicable to most kinds of projects. It explains how to set up a project and prepare it for implementation. The checklist will be helpful for project planners who need to have a template that explains what keys steps can be taken to prepare their projects for approval and launch.

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  1.  Project Objectives.
    • Establish the overall goal of your project. What is the final product (desired outcome) to be delivered by the project?
    • Determine business background. What business problem does the project resolve and how? What business need is expected to be satisfied?
    • Explore benefits. What tangible and intangible benefits does your company gain in case the project reaches success?
    • Conduct a preliminary risk analysis. What are threats and uncertainties surrounding the project? What adverse impact do they have?
  2.  Stakeholders.
    • Identify people and/or organizations interested in or affected by your project. What are stakeholders of your project?
    • Determine needs and expectations of stakeholders through communication (meetings, conferences). What benefits do stakeholders want to gain upon successful completion of your project?
    • Make a stakeholder analysis matrix. What are the needs of every stakeholder and how are they linked to other stakeholders’ needs?
    • Use the matrix to determine involvement level per stakeholder. What impact can every stakeholder have to the project?
    • Develop an expectation management plan. How are you going to move the project towards delivering needs and expectations of your stakeholders?
  3.  Budget Requirements.
    • Determine the overall cost of your project. Did you create and use cost estimates?
    • Request for necessary financial resources that cover the total cost. What is the amount of funds required to do the project and produce deliverables?
    • Calculate the overall budget. What articles will be added to the project budget? How will available financial resources be allocated?
    • Consult with project stakeholders (sponsor and customer) on possible saving opportunities for your project. Are there opportunities to shorten and cut off spending?
    • Determine override allowances. What is the amount of financial resources available for your team to do the project out of the budget?
  4.  Work Inventory.
    • Create an inventory of work to be done by your project. What are kinds and types of work required for completion by the project?
    • Break down the inventory to smaller work pieces. What are tasks and activities required to complete project work?
    • Separate and classify work items by type, urgency and significance. What activity prioritization method can be used?
  5.  Requirements Review.
    • Determine technical and functional requirements for your project. What are qualitative and quantitative interpretations of stakeholder needs and expectations?
    • Link requirements to project constraints. How are requirements linked to project objectives, budget, assumptions and timeline?
    • Make a requirements management plan. What methods are you going to use in managing project requirements?
  6.  Timeline.
    • Develop an estimated timeline for your project, including milestones and goals. What is the total duration of your project?
    • Schedule project activities. What are start time and finish time for every activity added to the timeline?
    • Link resources to time estimates. How are you going to allocate and utilize project resources under the time constraint?
    • Request your stakeholders for reviewing and approving your project timeline. Have you received approval for project takeoff?
    • Develop a project schedule based on the timeline. Can you set time dependencies between project activities and then put them on a single schedule?
  7.  Project Organization
    • Define key decision makers for your project. Who have sufficient authority to make decisions and rule the project?
    • Compose a team. What people are included in your team? What are skills and abilities required for every candidate to become a team member?
    • Define roles and responsibilities. What amount of work and duties will team members perform?
    • Create an organizational chart. How are ...

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