Existing Projects Checklist

For Project: Template

1.3 Arrange to have the Executive Sponsor introduce you to the project team and key 1.2 Review the project charter and agreements stakeholders 1.0 Before you Take Control Yes/No Schedule Activities Comments/Attachments Yes/No Schedule Indicator Complete Date Activities Comments/Attachments 1.1 Understand the circumstances surrounding Indicator Complete Date the transition Have you read the project Yes/No Schedule Have you contacted charter if one exists. the Activities Comments/Attachments Indicator Complete Date Executive Sponsor (or Do you understand the designee) to arrange a project Do you know why need the business problem, or team "introductions" meeting. previous project manager opportunity for which thisis leaving? Did you project isprovide based. the Executive Sponsor with your background Has there been previous PM Do you know why this project information. turnover on the project? is important to the client or Are there additionalthe current Do you understand sponsor? introductions that need to be project problem areas? Do you know why this project made by the Executive Are there any is important tospecial IBM? Sponsor. expectations youkinds relative Do you knowon what of to current project problems? project agreements are in Do you know why your place? management thinks you are Have you read the project the right person to manage the agreements? project? Have you talked to people who Is the project in"high-level" trouble? can give you a Are there of any customer overview the project sat problems? agreements? Do you understand the precise deliverables that will result from the project and the means by which they will be accepted?

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Existing Projects Checklist

For Project: Template 2.0 Project Participant Interviews
Have you scheduled short introductory interviews and planned your questioning for the following: Activities Your manager? Previous project manager? Client project manager? Key stakeholders? Project team? Executive Sponsor? Did you complete a Stakeholder Analysis? Yes/No Indicator Schedule Complete Date Comments/Attachments

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Existing Projects Checklist

For Project: Template

3.0 The Seven Keys to Success

Activities Did you complete a Seven Keys to Success assessment using the "Do it Now" worksheet provided with this course? Did you use the completed worksheet to communicate with the Executive Sponsor and key stakeholders? Yes/No Indicator Schedule Complete Date Comments/Attachments

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Existing Projects Checklist

For Project: Template 4.0 Project Management Health
Activities Have QA reviews been done on the project? Do you need to request a formal QA review if this is within your business unit or geography guidelines? Have you done your own quick PMR health assessment using the GS Risk tool? Yes/No Indicator Schedule Complete Date Comments/Attachments

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Existing Projects Checklist

For Project: Template 5.0 Project Constraints
Activities Of the scope, schedule, and budget, constraints, do you know which one needs the most immediate attention? Does the project scope need to be re-baselined? Does the schedule need to be re-baselined? Does the project budget need to be re-baselined? Is there a formally documented project Change Management procedure, and is it being followed? Is the project team reporting their time and status accurately and timely? Yes/No Indicator Schedule Complete Date Comments/Attachments

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Existing Projects Checklist

For Project: Template 6.0 The Project Management System
Activities Does a Project Management System Summary document exist? Does a Project Management System Summary document need to be created? Do you know which Plan, Procedure, and Record PM work products exist? Do you know which Plan, Procedure, and Record PM work products need to be created? Yes/No Indicator Schedule Complete Date Comments/Attachments

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Existing Projects Checklist

For Project: Template 7.0 Documentation and Control
Activities Is there a Project Management Office (PMO)? Is there a Project Control Book (PCB)? Do you know where all project documents are stored? Is it likely that the project documentation control system will pass an audit? Is there anything you need to do to improve project documentation and control? Yes/No Indicator Schedule Complete Date Comments/Attachments

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Existing Projects Checklist

For Project: Template 8.0 The Political Environment
Activities Does the project have a documented Issue Management procedure? Do you know the IBM lines of escalation for the project? Do you know the Client lines of escalation for the project? Do sponsors and key stakeholders share the same vision for successful completion of the project? Do project team members have conflicting ideas about what things should be done and how? Do members of the project team report to someone else who has a different agenda or conflicting demands on their time? Is the Executive Sponsor actively involved and aware of what is going on in the project? Have you confirmed that the Executive Sponsor agrees with your deliverables definition and acceptance criteria? Yes/No Indicator Schedule Complete Date Comments/Attachments

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