Project Startup Checklist Check Task Project Phase Phase Comments
Check Task
Project Startup Checklist
Project Phase
Phase Comments
q Collect and compile all existing project documentation. Pre-Project Planning
Review the Knowledge Repository for reusable deliverables.
Pre-Project Planning
q
q Select and acquire Project Start Up team.
Pre-Project Planning
q Brief Start Up Team.
Pre-Project Planning
q Perform initial facilities assessment.
Pre-Project Planning
1
1 The knowledge repository should include AS-IS process descriptions (or templates), previous customizations, reporting requirements. It may include requirement documents from previous implementations.
1 Identify best available resources. Obtain commitment, if possible.
1 The project team at this stage is made up of project leads and SMEs
1
q Draft initial Project Management Plan with approach for Pre-Project Planning Knowledge Management.
Prepare initial draft of project standards.
Pre-Project Planning
q
q Develop the time collection procedure and templates. Pre-Project Planning
Draft the initial version of the Project Orientation Guide.
Pre-Project Planning
q
1
1 Some of these will be business driven, as in software standards, quality standards. Other standards will include project reporting standards, risk and issue identification, risk mitigation and escalation standards.
1
1 The Project Orientation Guide will show location, hours, cubicle or room assignments for consultants, if any. High level project description, goals, timeline and identify project stakeholders. Contact information for project staff.
Meet with the client Project Manager, Project Sponsor, Pre-Project Planning
q and any third party project managers.
Create Project Library structure and procedures.
Pre-Project Planning
q Include steps for submitting documents to the Knowledge Repository.
q Review the time collection procedures with the client Pre-Project Planning Project Manager for approval.
Develop and conduct workshop with the client and any Pre-Project Planning
q third parties to define project roles and responsibilities.
1 This meeting should clarify requirements, goals and challenges which are unclear or not written in the RFP, SOW or other initial project information.
1
1
1 This identifies project leads, roles and responsibilities. Stakeholders must support the commitment of SMEs to the project, or costs are likely to escalate severely.
Check Task
Project Startup Checklist
Project Phase
Phase Comments
Schedule the initial Project Steering Committee (Board) Pre-Project Planning
1
q meeting. This is the initial Project Progress Report.
Develop and issue procedures for Issue Management, Pre-Project Planning
Scope Change Management, and Problem
q Management. Update the Project Standards documents to contain these procedures.
q Prepare initial draft of the Scope, Objectives and Approach document.
Pre-Project Planning
q Draft the initial work breakdown structure for the project.
Pre-Project Planning
q Document the role of the Project Steering Committee Pre-Project Planning (Review Board).
q Review the Project Standards and Procedures for document management and control with the client.
Pre-Project Planning
q Present and review the invoicing procedures to the client for approval.
Pre-Project Planning
Conduct the initial Project Steering Committee (Review Pre-Project Planning
q Board) meeting providing the initial Progress Report and the Steering Committee Role.
q Present and review Scope, Objectives and Approach document to client and request approval.
Pre-Project Planning
Review the processes for Issue Management, Change Pre-Project Planning
q Control, and Problem Management with the client and request approval.
q Create finance tracking spreadsheets.
Pre-Project Planning
q Update the workplan (WBS) for progress and changes. Pre-Project Planning
q Conduct a review of the original bid document with the Pre-Project Planning project team. Resolve any anomalies.
q Schedule regular Project Steering Committee Meetings Pre-Project Planning and gain approval from the client.
1
1 Update information from the project charter, RFP or SOW with information from project stakeholder meeting.
1 2 2 2 2
2 2
2 2 2 3
Check Task
Project Startup Checklist
Project Phase
Phase Comments
Determine resource requirements.
Pre-Project Planning
q
q Prepare the final version of the Project Orientation Guide.
Pre-Project Planning
q Prepare a draft of the monthly reports and review with Pre-Project Planning the client for approval.
q Conduct review of the Project Management Plan by the Pre-Project Planning Project Team.
q Develop content and schedule the Project Kickoff Meeting. Obtain approval from the client.
Pre-Project Planning
Establish dates for Project Healthchecks, audits, and Pre-Project Planning
q Knowledge Management reviews. Include all of these in the project WBS.
q Review the Project Management Plan with the client for approval.
q Distribute the Project Orientation Guide.
Project Startup
3 Resource requirements include identification of development, test and production databases. Access (readonly) to the present production database / applications. Identify IT personnel in charge of access rights, determine roles for setups. Determine process for Oracle Support contacts. Obtain committment for client SMEs and client project leaders.
3
3
3
3
3
4
4
Conduct the Project Kickoff Meeting.
q q Publish the Project Management Plan.
Project Startup Project Startup
4 Project kick-off should be upbeat and enthusiastic while presenting an accurate vision of project goals and challenges.
4
q Conduct the first Project Review.
Project Startup
4
q Issue the first Project Status Report to project team, internal stakeholders and the client.
Project Startup
4
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