Project Management Checklist

Overview
Project Management Checklist

Project Information
Project Number Project Purpose Project Sponsor Project Manager Project Name Sponsoring Department Performing Department
The EPO project management checklists are intended to assist the project manager in planning, executing and controlling projects. The checklists consist of Yes/No questions based on the knowledge areas in the PMBOK 2004 edition. If the answer to a question is No, review the explanation provided and consider what needs to be done in your organization or on your project to move to a Yes answer. Suggested EPO e-Books and Templates are identified to facilitate the change from No to Yes answers. The content list below can be used to jump to a selected topic. PMBOK Knowledge Area Integration Project Management Topic Obtaining Project Approval Initiating the Project Tracking Project Progress Managing Issues & Changes Closing the Project Planning the Scope Planning the Work Planning Activities Estimating Activities Developing the Schedule Monitoring the Schedule Estimating Project Costs Establishing the Budget Monitoring Project Costs Quality Management Inspections Testing Human Resource Planning Managing the Team Stakeholder Identification Communications Planning Reporting Project Status Risk Identification Risk Assessment Risk Response Planning Procurement Planning Evaluating Bids & Proposals Contract Administration
Scope Time
Cost
Quality
Human Resources Communications
Risk
Procurement
EPO Template 2006 Gord Gibben, PMP
Version 7.0
Integration

Question Obtaining Project Approval
Is there a well-defined process to identify potential projects? The first step in the project approval process is the identification of potential projects. This can be part of a strategic or annual planning process or triggered by some external business event. The project sponsor is a key interface between the project team and senior management. Project sponsors are often responsible for providing resources and setting direction for the project. The needs of potential projects will often surpass the available resources and finances. Prioritization will establish the relative importance of competing projects and screen out projects will low importance or poor benefits. Prioritization is not an approval process; rather it is a screening and ranking process. The output from prioritization is a list of projects that have been ranked according to their relative importance. Project prioritization should be done by department managers and division Vice Presidents. Project approvals are obtained from executives who belong to a Project Approval Committee. The Project Business Case describes the project costs and benefits to enable a business decision whether or not to proceed with the project. The Business Need Assessment provides an analysis of the high level business requirement being addressed by the project and an opportunity to comment on the relative importance of the project. The cost benefit analysis is performed to determine if the benefits of completing the project outweigh the costs of performing the work
Y/N
Explanation
EPO Template
Potential Project Identification Potential Project Identification
EPO e-book
Project Prioritization & Approval Project Prioritization & Approval
Has a project sponsor been identified for each potential project?
Does a screening & prioritization process exist for potential projects?
Potential Project Project Prioritization Identification, Project & Approval Priority & Approval Project Priority & Approval Project Prioritization & Approval
Are potential projects prioritized by business management prior to approval? Does a Project Approval Committee exist to review and approve projects?
Project Business Project Prioritization Case, Project Priority & Approval & Approval Project Business Case Project Business Case Cost Benefit Analysis Cost Benefit Project Prioritization & Approval Project Prioritization & Approval Project Prioritization & Approval Project Prioritization & Approval
Is a business case prepared for each project approval? Is a business need assessment conducted for each potential project?
Is a cost/benefit analysis completed for each project? Are objective criteria such as Return on Investment (ROI) or payback period used to prioritize and approve projects? Are project approvals based on business, financial and technical criteria?
Return on Investment (ROI) is a percentage based on the Analysis net income from a project divided by the costs of the project. The payback period for a project is the time it takes for the benefits of a project to repay its costs. The Project Approval Committee (or a similar group of senior management) needs to balance the business, financial and technical criteria from a corporate perspective when granting approvals to proposed projects The Project Charter is the document that formally acknowledges the existence of the project. It may be prepared by the Project Sponsor, the Project Manager, or as a collaborative effort. Assumptions are conditions upon which the project is based. They often involve a degree of risk and express situations that the project may encounter. These assumptions must be communicated to project stakeholders and confirmed where required. Constraints are restrictions that will impact project management options. Because these constraints will limit the project management approaches or alternatives available, it is imperative that both Project Sponsor and Project Manager share an understanding of these limitations The Project Manager should be assigned prior to project initiation and his/her authority should be defined and agreed to by the project sponsor.
Project Business Case
Project Prioritization & Approval
Initiating the Project

Has a Project Charter been prepared?
Project Charter
Project Initiation & Scope Planning Project Initiation & Scope Planning
Are project assumptions documented?
Constraints & Assumptions Checklist Constraints & Assumptions Checklist
Have project constraints been documented?
Project Initiation & Scope Planning
Has the Project Manager been assigned and his/her authority defined?
Project Charter
Project Initiation & Scope Planning
Tracking Project Progress

Are project team tracking meetings held to monitor progress and discuss issues? Do project team members report time spent on project activities? Project team tracking meetings should be held on a regular basis to discuss progress on activities and status of high priority risks and open issues, changes and decisions. Time reports should be completed on a regular basis (daily or weekly) by team members and reviewed by team leads or the project manager. An issue is a situation that occurs outside the control of the project team that must be resolved in order for progress to continue. In most cases, the issue must be resolved by a certain date or there will be an adverse affect on the project deliverables, target dates or costs. The resolution to the issue needs to be documented and understood by all parties affected. Change is a constant on projects; it is a reality of project management. Changes require deviations from project plan and can impact project scope, cost or schedule. The changes must be handled through five Change Management processes: identification, evaluation, recommendation, approval, and incorporation. The Project Steering Committee consists of various project stakeholders. The specific make up of the Project Steering Committee will vary from project to project and will depend on a number of factors The Project Manager, in conjunction with the project team and/or Project Steering Committee will have to make important decisions during the project that will affect its outcome. In some cases the decision will be made by the project team and communicated to those affected. In other cases, the decision will be escalated to the Project Steering Committee for approval. In response to decisions or issue resolutions, actions may be required. Actions are not to be confused with planned tasks or activities in the project schedule. Actions are unforeseen tasks undertaken to bring the project back into alignment with baseline project plan.
Team Tracking Meeting Time Report, Tracking View Project Issue, Change Management Log
Project Tracking
Project Tracking
Managing Issues & Changes

Is there a process in place to manage project issues?
Issue & Change Management
Is a formal change management process used on the project?
Change Request, Change Management Log
Does a Project Steering Committee exist to help manage issues and changes? Is there a process in place to escalate important project decisions?
Project Steering Committee
Stakeholder Management
Decision Request, Issue & Change Change Management Management Log
Is there a process in place to escalate project action items?
Action Item, Change Management Log
Closing the Project
Version 7.0
Integration
Have lessons learned from the project been documented for future projects
Project lessons describe what worked well on the project. This will provide an opportunity to carry these successes over to future projects. Challenges and opportunities encountered on the project provide recommendations for improvement on future projects. The purpose of the project review is to: Assess the project management techniques used on the project and recommend changes where applicable, Review the application of the organizations project management framework and identify improvements to the framework based on lessons learned on projects, Assess the feasibility of continuing with the project (or program) and provide validation to terminate the project if necessary. The purpose of the business case review is to compare the achievement of business objectives and project benefits with what was originally forecast The Project Team Review section should be completed by the team and submitted to the project reviewers for inclusion in the Project Closure Report The technical review focuses on the technology and lifecycle processes used on the project.
Project Closure Report
Project Review & Closure
Has an assessment of the overall project been conducted?
Project Review Report, Project Closure Report
Project Review & Closure
Has a review of the project business case been conducted? Has the project team provided an assessment of challenges and successes from their perspective? Has a review of the technology and lifecycle processes been conducted?
Project Closure Report Project Closure Report Project Closure Report
Project Review & Closure Project Review & Closure Project Review & Closure
Version 7.0
Scope

Question Planning the Scope
Have project objectives and critical success factors been identified? Project objectives are the goals of the project. Critical success Project Scope factors (CSF) are the project objectives that must be met for Statement the project to be considered successful. Inclusion and exclusion criteria identify the specific Project Scope deliverables, products, and services to be provided by the Statement project and explicitly define the items to be excluded from the project. This will define the scope boundary from both sides. The project strategy defines the approach to be followed on Project Scope the project. It should clarify the methods, techniques and tools Statement to be used. The scope management matrix identifies the relative priorities Scope Management of the three dimensions of the triple constraint (time, cost, and Plan product). An assessment of the project scope stability will indicate the Scope Management likelihood that the project scope may change and the potential Plan magnitude of such a change. Successful change management on a project starts with an Scope Management agreement on the methods to be followed to identify and Plan evaluate changes. The Work Breakdown Structure (WBS) provides an initial decomposition of project deliverables into smaller packages of work to support planning and estimating activities Work packages are discreet units of work that are assigned to individuals, teams, or external contractors. They can be used to subdivide the work according to discipline or to prescribe a deliverable to be completed by a contractor
Y/N
Explanation
EPO Template
EPO e-book
Project Initiation & Scope Planning Project Initiation & Scope Planning
Have scope inclusion and exclusion criteria been identified?
Has the project strategy been defined and agreed to by the project sponsor? Has a scope management matrix been prepared and agreed to by the project sponsor? Has a scope stability assessment been prepared? Has a scope change management approach been prepared?
Project Initiation & Scope Planning Project Initiation & Scope Planning Project Initiation & Scope Planning Project Initiation & Scope Planning
Planning the Work

Has a project Work Breakdown Structure (WBS) been prepared?
Work Package, WBS Planning View Work Package, WBS Assignment View
Work Breakdown Structure Planning Work Breakdown Structure Planning
Have project Work Packages been prepared and assigned?
Version 7.0
Time

Question Planning Activities
Has a project activity list been prepared? Does each project activity have a tangible deliverable? The activity list is an extension of the WBS and identifies all the activities required to produce WBS deliverables.
Y/N
Explanation
EPO Template
EPO e-book
Activity Plan, Activity Activity Planning & Planning View Estimating
The activity name should consist of an action verb (produce, Activity Plan, Activity Activity Planning & prepare, develop, install, etc) and an object of that verb that Planning View Estimating names the activity deliverable The activity sequencing is shown using a Project Network Diagram which illustrates how the project activities will flow from beginning to end. It is created by establishing the dependencies among project deliverables
Has a project network diagram been created?
Activity Plan, Activity Activity Scheduling Sequencing View
Have activity dependencies been established?
Dependencies can be mandatory (based on required completion of deliverables) or discretionary (based on preferred sequence of activities). Activity estimates have two components: Duration estimates (in days) provide an indication of how long a task will take and are used for critical path scheduling. Effort estimates (in hours) are used to determine the amount of work (by each resource) required to produce a deliverable. Effort estimates are variable by resource and will be used when resource leveling the project schedule. Both duration and effort estimates need to be done for each activity. Using PERT estimating, three duration estimates are prepared for each activity: optimistic (O), pessimistic (P) and most likely (M). The effort required to perform an activity is dependent on the resources assigned. Because effort is variable by resource, it should be estimated for each resource assigned to an activity. The critical path is defined as the sequence of activities with the longest duration. The critical path activities should be associated with production of important project deliverables and not support tasks. Resource leveling is necessary when: One resource is assigned to multiple activities and their over allocation must be leveled out by extending the duration of some activities. Too many activities are assigned to one resource and some activities must be transferred to other resources. Multiple resources (with varying availability) are assigned to one activity. There are times in the schedule when resources are not fully occupied and will need work. Activity dependencies can be shifted to level off peaks and fill in valleys of resource usage To meet fixed end dates, the duration of the project critical path may need to be shortened. This duration compression can be accomplished through fast tracking or crashing the schedule. Schedule milestones (evenly distributed throughout the schedule) are established for status tracking and reporting A project baseline provides a foundation for tracking & reporting and managing the effects of change. The Schedule Management Plan describes how the PMBOK time management processes will be carried out on the project Updating the schedule on a regular basis enables forecasting: Finish dates of activities started or already in progress, Estimated start dates of activities not yet started Schedule variance reporting procedures should include: Frequency of reporting schedule variances Responsibility for explaining schedule variances, Variance thresholds that will trigger explanation. Approved change requests can be incorporated into the project baselines. A new baseline schedule and/or project budget (depending on the nature of the change) is established
Activity Plan, Activity Activity Scheduling Sequencing View
Estimating Activities
Have activity duration and effort estimates been prepared?
Activity Plan, Activity Activity Planning & Estimating View Estimating
Have PERT duration estimating techniques been used? Have resource effort estimates been prepared for each activity?
Activity Plan, Activity Activity Planning & Estimating View Estimating Activity Plan, Activity Activity Planning & Estimating View Estimating
Developing the Schedule

Has the project critical path been identified?
Activity Scheduling View Activity Plan, Resource Leveling View
Activity Scheduling
Have resource leveling techniques been applied to the project schedule?
Activity Scheduling
Have duration compression techniques been applied to the project schedule? Have schedule milestones been established? Has a baseline project schedule been established?
Activity Scheduling View Activity Scheduling View Activity Scheduling View Schedule Management Plan Schedule Update View
Activity Scheduling
Activity Scheduling Activity Scheduling
Monitoring the Schedule

Has a schedule management plan been prepared? Is progress tracked and the schedule updated on a regular basis?
Project Schedule Management Project Schedule Management
Have schedule variance thresholds been established?
Schedule Management Plan
Project Schedule Management
Are procedures in place to reestablish the schedule baseline?
Schedule Management Plan
Project Schedule Management
Version 7.0
Cost

Question Estimating Project Costs
Has a project cost estimate been prepared? Project cost estimates provide senior management Project Cost stakeholders with the financial information to: Estimate Compare costs of potential projects competing for approval, Compare the costs of an initiative to the tangible benefits associated with delivery, Determine the financial commitment required to complete the project, Reliable project cost estimates are essential when managing the expectations of funding authority stakeholders.
Y/N
Explanation
EPO Template
EPO e-book
Project Estimating & Budgeting
Have estimates been prepared for labor, equipment, supplies, expenses and financing costs to be incurred by the project? Have estimating assumptions been recorded?
Project estimates and budgets are both based on the project Project Cost accounts which, in turn, must be tied to the corporate financial Estimate, Project Chart of Accounts. The structure of the financial chart of Budget accounts will vary from one organization to another Estimating assumptions should be documented for reference during cost control and to help support the management of risks, issues and changes.
Project Cost Estimate
Establishing the Budget

Has a budget been established for cost tracking and control? The project budget, which forms the baseline for cost control, Project Budget is a time phased distribution of project costs. An estimate becomes a budget when costs are allocated to time phases (usually months or years). The Cost Management Plan establishes how the project Cost Management estimating, budgeting and cost control processes will occur Plan Typically, funding is based on budget amounts and is released Cost Management in increments before money is spent on the project. Plan
Project Estimating & Budgeting Project Cost Management Project Cost Management
Has a project cost management plan been prepared? Have funding release amounts been defined for the project?
Monitoring Project Costs

Are earned value performance indicators used to report schedule and cost variance? Using earned value performance measurements, the cost and Earned Value schedule variances are calculated as follows: Performance Cost Variance (CV) = Earned Value Actual Costs Calculator, Schedule Variance (SV) = Earned Value Planned Value
Earned Value Performance Reporting
Are earned value performance indices used to forecast project completion costs and variances?
Earned value calculations provide a means of estimating project completion costs based on actual cost and schedule performance.
Performance Report View, Project Performance Earned ValueReport Earned Value Performance Performance Calculator, Reporting Performance Report View, Project Performance Report
Are actual costs being recorded on the project? Are procedures in place to re-establish the cost baseline?
Actual cost expenditures incurred by the project can be captured using timesheets or the organizations cost accounting process Approved change requests can be incorporated into the project baselines. A new baseline schedule and/or project budget (depending on the nature of the change) is established
Project Cost Tracking Cost Management Plan
Project Cost Management Project Cost Management
Version 7.0
Quality

Question Quality Management
Has a Quality Management Plan been prepared for the project? Are formal quality control techniques being applied to the project? The Quality Management Plan describes how the project management team will manage the quality of deliverables produced on the project. Quality control is the process of: 1. Measuring deliverables to determine if quality standards are being met, 2. Monitoring results to determine compliance with quality standards.
Y/N
Explanation
EPO Template
Quality Management Plan Control Chart, Pareto Diagram
EPO e-book
Quality Management Quality Management
Inspections
Are project deliverables subjected to formal inspections?
Inspection Report
Inspections provide a mechanism to detect defects early and improve the overall quality of project products. This will, in turn, improve productivity and motivate team members to produce better quality deliverables The primary objective of a deliverable review is to gain acceptance of a product so that work can proceed on to the next phase or step. This acceptance should be based on predefined acceptance criteria. Acceptance criteria describe the conditions required for the project deliverables to be accepted by the project sponsor. The acceptance criteria should be prepared early in the project; initial acceptance criteria should be included in the Project Charter to ensure that the project sponsor and the project team are in agreement throughout the project.
Software Inspections & Deliverable Reviews Software Inspections & Deliverable Reviews
Does a formal review and acceptance process exist for project deliverables?
Deliverable Acceptance
Are acceptance criteria defined for review and testing of project deliverables?
Acceptance Criteria, Software Test Acceptance Test Planning & Tracking Execution
Testing
On software development projects, are test scripts and test cases defined for software testing? Test scripts identify the business functions to be tested. Test Test Case cases should be defined for each business function identified in the test script. They are designed to exercise the applications response to both good and bad test data
Software Test Planning & Execution
During software testing, are defects recorded and prioritized for resolution?
Tests can be executed either manually or through the use of Defect report, an automated testing tool that pumps test cases through the Defect Tracking Log application. In both cases it is important to record test results, track defects and assign priorities to deal with defects
Software Test Planning & Execution
Version 7.0
Human Resources

Question Human Resource Planning
Have project roles been defined? Assigning the right resources to project activities is critical to Project Human meeting project objectives. To ensure that everyone Resource Plan understands their contribution, resources can be classified into a number of roles. Defining resource requirements for a project is one of the most Project Human important planning processes. Each project will have unique Resource Plan resource requirements and may require a different emphasis on project roles. Resource availability constraints such as commitment levels or Project Human dependencies on another project to release the resource Resource Plan should be identified and agreed to with the resources functional manager Once the project resources have been identified, they can be Responsibility assigned to Work Packages in the Work Breakdown Structure Assignment Matrix (WBS) using a Responsibility Assignment Matrix
Y/N
Explanation
EPO Template
EPO e-book
Human Resource Planning Human Resource Planning Human Resource Planning Human Resource Planning
Have the project resource requirements been identified?
Have the project resource constraints been identified?
Have project resources been assigned to project deliverables?
Has a project resource training plan been prepared?
Some of the resources assigned to the project will require training to perform their roles and produce their deliverables. This may occur when: New technology is being adopted on a project, A software package has been purchased, Employees are provided with career development opportunities on projects.
Resource Skills Assessment, Resource Training Plan
Human Resource Planning
Managing the Team

Is a project kick-off event planned? The project team kick-off meeting is the first team meeting to Team Kick-off be held on a project. The primary purpose of the team kick-off Meeting meeting is to obtain commitment from team members and key stakeholders. To encourage constructive behaviors, curtail subversive Team Charter behaviors and guide the team through the development stages, a Team Charter should be prepared. The Team Charter is an agreement that states: What the team wants to accomplish, Why the team is important, How the team will work together to accomplish its goals
Team Management
Do project team members understand their roles on the project and how they will work together?
Team Development
Have open communication channels been established within the project team?
The groundwork for open communications within the project team is laid with the Team Communications Plan
Team Communications Plan
Team Management
Version 7.0
Communications

Question Stakeholder Identification
Have project stakeholders been identified? According to the PMI PMBOK 2000 (section 2.2), project stakeholders are: Individuals and organizations that are actively involved in the project, or whose interests may be positively or negatively affected as a result of project execution or project completion; they may also exert influence over the project and its results. Each stakeholders stake in the project will take one of three forms: 1. Providing a product or service which contributes to the project objectives. 2. Receiving or using a product or service delivered by the project. 3. Interested in the project outcome The required commitment of each stakeholder is critical to the level of planned communication. The stakeholder communication needs should consider: Preferred communication medium, Constraints on technology access that may affect communications, Recommended reporting frequency, Special information needs of each stakeholder. It is important to determine the schedule, cost and product quality priorities and support of key stakeholders. Stakeholder influence is their ability to make or influence decisions related to project objectives.
Y/N
Explanation
EPO Template
Stakeholder Identification
EPO e-book
Stakeholder Identification & Analysis
Has the stake in the project and the required commitment from each stakeholder been identified?
Stakeholder Stakeholder Identification, Identification & Stakeholder Analysis Analysis
Have the communication needs of each stakeholder been identified?
Stakeholder Stakeholder Identification, Identification & Stakeholder Analysis Analysis
Have the priorities, support and influence of key stakeholders been identified?
Stakeholder Analysis Stakeholder Identification & Analysis
Communications Planning
Has a project stakeholder communications plan been prepared? Has a project meeting plan been prepared? The Project Stakeholder Communications Plan describes how communication will be accomplished with each stakeholder. The Project Meeting Plan identifies (for each type of project meeting) the: Meeting attendees, Objectives of the meeting, Agenda items, Logistics such as timeframe, frequency and location, Technology medium The Project Presentation Plan identifies (for each type of project presentation) the: Presentation audience (individuals or groups), Objectives of the presentation (what will be accomplished), Logistics such as timeframe, frequency, and location, Equipment required for the presentation (projectors, screens, flipcharts, laptops, etc), The presentation type (speech, presentation, video) The Project Document Distribution Plan describes: Original source of the information (previous project or deliverable of current project), Project repository location of the deliverable (hyperlink to Web URL or directory folder name), Distribution schedule (completion date or distribution frequency) Distribution list (based on stakeholder communication plan) The Project Stakeholders Communications plan should describe procedures for: Accessing information between scheduled communications, Updating and refining the communications plan as the project progresses. The project progress report is used to report on deliverables completed and accomplishments during the reporting period. It is also used to predict deliverables that will be completed during the next reporting period. Based on project milestones, status reports provide a comparison of actual/forecasted completion dates with schedule and cost baselines.
Stakeholder Communications Plan Meeting & Presentation Plan
Communications Planning Communications Planning
Have required project presentations been planned?
Meeting & Presentation Plan
Has a project document distribution plan been prepared?
Document Distribution Plan
Is access to project documentation provided for key stakeholders?
Stakeholder Communications Plan
Reporting Project Status

Are project accomplishments reported to stakeholders on a regular basis?
Project Progress Report
Progress & Status Reporting
Is project schedule and cost status reported to stakeholders on a regular basis?
Project Status Progress & Status Report, Status View, Reporting Status Presentation Project Progress Report, Project Status Report Progress & Status Reporting
Is the status of project issues and changes reported to stakeholders on a regular basis?
The status of outstanding (or recently resolved) changes and issues should be reported to stakeholders regularly. The description of the issue should include the impact on schedule, cost and deliverable (where known) and a resolution required by date. The description of the change should include a business justification for the change and the impact on cost and schedule. A description of the specific risk and triggering event should be provided along with the risk priority (high, medium, or low). The consequences that arise from the risk occurrence should be described and the approved risk decision (prevent, mitigate, monitor, or accept) should be indicated
Is the status of high priority project risks reported to stakeholders on a regular basis?
Project Progress Report, Project Status Report
Progress & Status Reporting
Version 7.0
Risk

Question Risk Identification
Has a risk management plan been prepared for the project? The risk management plan (prepared early in the planning Risk Management phase of the project) describes how the four risk management Plan steps (identification, assessment, response planning and monitoring/control) will be performed on the project. Risk factors are categories of risk sources that may have an impact on the project cost, schedule, scope or quality objectives. Each project risk factor should be considered when identifying potential project risk events.
Y/N
Explanation
EPO Template
EPO e-book
Risk Management
Have project risk factors been identified?
Risk Identification Checklist
Risk Identification
Have potential risk events been identified?
The first step in risk assessment is the identification of risk Risk Identification events (discreet occurrences of potential problems). The risk Checklist, SWOT description must be complete enough to support risk response Analysis decisions and preparation of risk response plans.
Risk Identification
Risk Assessment
Has an assessment of each potential risk event been prepared?
Risk Assessment,
For each identified risk, an assessment of its urgency, growth, Risk Event probability, and impact should be conducted. Each risk should Scenarios be described in sufficient detail to be understood by project team members, sponsors and management. The priority of the risk is assigned based on the probability and Risk Register impact assessment. Attention should be focused on high probability and high impact risks. Decision trees provide a graphical representation of decisions Decision Tree and quantify the risks and rewards of these decisions. Readiness Assessment footprints are a means to evaluate risks associated with one or more alternatives. These risks are assessed using eight categories of organizational readiness and the corresponding attributes of alternatives under consideration.
Risk Assessment & Response Planning
Have high priority project risks been identified?
Risk Assessment,
Risk Assessment & Response Planning Decision Analysis
Are decision tree techniques used to quantify project risks and opportunities? Has a readiness assessment been done to evaluate risks associated with one or more alternatives?
Readiness Footprint Readiness Assessment
Risk Response Planning

Has a risk response plan been prepared for high priority risks? The risk response plan contains preventative actions, Risk Response Plan corrective actions, risk monitoring and communications plans.
Risk Assessment & Response Planning Risk Assessment & Response Planning
Have risk response plans evaluated to determine their effectiveness?
Has a risk monitoring plan been implemented for high priority risks?
Risk response plans often affect more that one risk event. Risk responses should be evaluated to determine the affect of risk responses on the high priority risk events. The risk response evaluation will also help uncover secondary and residual risks. The Risk Monitoring plan describes: The tracking and control of risks (a continuous process involving both the project team and management). The preventative action plans to be implemented How the status of existing risks and the potential for new risks are to be assessed. Triggers that alert the project team of a risk occurrence and the corrective action to be taken.
Risk Response Plan, Risk Register
Risk Response Plan, Risk Register
Risk Assessment & Response Planning, Risk Management
Version 7.0
Procurement

Question Procurement Planning
Has a procurement management plan been prepared for the project? The Procurement Management plan is completed if products or services will be purchased for the project from an outside supplier. The Procurement Management Plan identifies: How services will be procured for the project, Procedures for evaluating bids and proposals (including approvals required), The types of contracts to be used to procure products or services, Contract administration and reporting procedures.
Y/N
Explanation
EPO Template
Procurement Management Plan
EPO e-book
Procurement Planning
Has a Statement of Work been prepared for the procurement items?
The Statement of Work (SOW) describes the procurement Statement of Work item so that prospective sellers can decide if they are capable of providing the item and how the work can be undertaken. Analysis of buy vs. build options is undertaken to determine Procurement whether the project team can produce the product/service or if Management Plan it should be purchased.
Procurement Planning Procurement Planning
Has the project team performed a buy vs. build analysis on project deliverables?
Evaluating Bids & Proposals

Have objective evaluation criteria been defined for alternative evaluation? Proposals should be evaluated against a set of criteria ranked Alternative Selection Bid & Proposal as follows: Evaluation Mandatory these are must criteria based on critical success factors or project objectives. Optional these are the want criteria based on requirements. Project teams frequently must evaluate alternatives and make selection decisions that involve a degree of risk. These decisions can be complex; a quantifiable approach is required.
Is a rational process used to select from alternatives and minimize risks from selection decisions?
Alternative Selection Bid & Proposal Evaluation
Contract Administration
Has a Contract Management Plan been prepared for each contract on the project? Contract administration is the process of managing the Contract contract and the relationship between the buyer and the seller. Management Plan The Contract Management Plan describes how a specific contract will be administrated during the project Contract closure is the process of completing and settling the Contract Closure contract, resolving open items and completing contract closure Report documentation.
Upon completion of the contract, has a contract closure report been prepared?
Version 7.0

Project Management Checklist

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Overview