Project Initiation Checklist
| Background | |||
| Background of the project: | [Replace this text with a brief description of the project background. Identify the source of the project request.] | ||
| Objectives | |||
| Yes | No | Comments | |
| Have project objectives been defined and are they clear? | [Replace this text with your project objectives.] | ||
| Organization | |||
| Yes | No | Comments | |
| Has a project sponsor been identified? | [Replace this text with name of project sponsor.] | ||
| Has a project customer been identified who will sign-off the requirement and accept the delivery? | [Replace this text with Customer’s name.] | ||
| Has an issues escalation mechanism been identified? | [Replace this text with location of escalation mechanism process.] | ||
| Has an ultimate authority been identified who can make final say on project continuation? | [Replace this text with authority’s name—usually a Steering Committee or Project Sponsor.] | ||
| Has Project Manager been identified? | [Replace this text with name of Project Manager.] | ||
| Has Business Analyst been identified? | [Replace this text with name of Business Analyst.] | ||
| Has Core Team been identified? | [Replace this text with a list of names of the Core Team.] | ||
| Project Definition | |||
| Yes | No | Comments | |
| Has a Business Case been developed and approve by the authority? | [Replace this text with the location of business case and name of approval authority.] | ||
| Has the project been prioritized? | [Replace this text with the Priority Number and the location of meeting minutes.] | ||
| Have Business Requirements been completed and sign-off? | [Replace this text with the location of the Business Requirements document.] | ||
| Have Deliverables been defined clearly? | [Replace this text with the location of the Deliverables document.] | ||
| Has Acceptance Criteria been established for each Deliverable? | [Replace this text with the location of Acceptance Criteria document.] | ||
| Has Project Management Methodology been identified? | [Replace this text with the location of the Project Management Methodology procedures.] | ||
| Risk | |||
| Yes | No | Comments | |
| Has Risk been assessed? | [Replace this text with the location of the Risk Assessment document.] | ||
| Have Risk Mitigation Strategies been defined? | [Replace this text with the location of the Risk Mitigation document.] | ||
| Has a Contingency Reserve been established? | [Replace this text with the dollar amount of the Contingency Reserve.] | ||
| In-Scope | |||
| Yes | No | Comments | |
| Have business functions been identified? | [Replace this text with a list of in-scope business functions.] | ||
| Has Project interface been identified/documented? | [Replace this text with the location of the Interface diagram/document.] | ||
| Have business processes impacted by the project been identified? | [Replace this text with the location of the impacted processes list.] | ||
| Constraint | |||
| Yes | No | Comments | |
| Has the Project Budget been approved? | [Replace this text with the dollar amount of the Project Budget.] | ||
| Has a Project Deadline (Completion Date) been established? | [Replace this text with the Deadline Date in this format: mm/dd/yyyy] | ||
| Have interdependencies between other projects been identified? | [Replace this text with a list of projects and deliverables interdependent with this project.] | ||
| Project Estimates | |||
| Yes | No | Comments | |
| Start Date | [Replace this text with your estimated Start Date in this format: mm/dd/yyyy] | ||
| End Date | [Replace this text with your estimated End Date in this format: mm/dd/yyyy] | ||
| Efforts in hours | [Replace this text with the estimated hours.] | ||
| Budget | [Replace this text with the estimated budget.] | ||
| # of Functionality | [Replace this text with the estimated number of functionalities.] | ||
| # of Deliverables | [Replace this text with the estimated number of Deliverables.] | ||
General Observations
[Replace this text with information regarding the overall readiness of project initiation. This must be filled-in by the Facilitator.]
Ready to take your skills to the next level? 🚀 Check out our Special Online Courses! 🚀
Gain valuable insights, boost your career, and learn from industry experts.
Actions
| ID | Action Item | Assigned To | Due By |
[mm/dd/yyyy] | |||
[mm/dd/yyyy] | |||
[mm/dd/yyyy] |
Comments
[Replace this text with comments.]
Approvals
Project Customer: ___________________________ Date: ___/___/____
How to Review a Primavera Time Schedule
Whether you are a consultant planning engineer or a contractor planning engineer, you need to know how to review your contractor's primavera…
- 368 students
- WhatsApp support group
- Certificate
Project Sponsor: ___________________________ Date: ___/___/____
Project Manager: ___________________________ Date: ___/___/____
Project Manager: ___________________________ Date: ___/___/____
Facilitator: ___________________________ Date: ___/___/____
Attendee: ___________________________ Date: ___/___/____
Attendee: ___________________________ Date: ___/___/____
Attendee: ___________________________ Date: ___/___/____
Download the Resources of this Article
Project Initiation Checklist 18.61 KB 1175 downloads
Keep in Touch
Join our Email Newsletters and receive FREE weekly useful content!
Keep growing with Planning Engineer
Learn with a clear path
From Primavera P6 basics to claims, cost control and Power BI. Start with our free courses.
Browse coursesGet help on WhatsApp
Every course comes with a private WhatsApp support group where our team answers your questions.
Join a courseFind planning jobs
25 open planning and project control jobs. Post your resume so employers can find you.
See jobsGet tips by email
Free planning tips, templates and course offers. Unsubscribe any time.
Related posts:
You may also like
![S-Curve from Primavera P6 [Template]](https://planningengineer.net/wp-content/uploads/2025/03/S-Curve-from-Primavera-P6-Template-600x400.png)
S-Curve from Primavera P6 [Template]
