Project Start-up Checklist
Read this before you start your project. Depending on the type of project, the following steps may be useful.
□ Help transition your team members onto your project appropriately.
□ Develop a project charter and obtain sign-off(s) from the appropriate people.
□ Deliver all necessary documentation to the vendor for knowledge transfer.
□ Start a physical project notebook.
□ Review post-project reviews (aka a “post-mortem” or “sunset” meeting) from past similar projects, with a focus on:
• what worked well?
• what did not work well?
• what was suggested to improve the next project?
□ Seek out individuals for background information
□ Open the project accounts to billing. Make sure team members know the reference billing numbers.
□ Make sure all non-internal labor (contractors) know how to invoice.
□ Make sure all non-labor costs have been accounted for. These costs may include:
• photography costs
• hardware and software costs
• project expenses
□ Make sure a solid project schedule baseline is established and reflects the most accurate picture of the project. Make sure major milestones are clear.
□ Make sure your budget workbook accurately reflects all project labor costs
□ Start a list of issues and action items
□ Create a communications plan
□ Create a risk management workbook
□ Establish the templates to be used on the project
□ Establish a well-organized project folder on the network
□ Inform marketing and the rest of company of the project to generate enthusiasm. For marketing purposes, prepare a couple paragraphs on the overview of the project that includes:
• project overview
• the importance of the project
□ Hold a well-organized kick-off meeting
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