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Project X

Project Initiation Checklist


Project Name: Project Manager: Project Customer: Project Assistant: Mary Kay Corrina Stasik Shawn Moldry Megan Bates

Background Background of the project: Objectives Yes Have project objectives been defined and are they clear? No X Comments This is very general: given that Kent is the expert he will need to collect from client more detailed parameters of what we will deliver for these services so Megan and Corrina can build requirements website text message services Comments Shawn Moldry Shawn Moldry Please, complete

Organization Yes Has a project sponsor been identified? Has a project customer been identified who will sign-off the requirement and accept the delivery? Has an issues escalation mechanism been identified? Has an ultimate authority been identified who can make final say on project continuation? Has Project Manager been identified? Has Business Analyst been identified? X X No

X X X X

Kent Levi Shawn Moldry Corrina Stasik Megan Bates will collect initial requirements, Corrina to review and

Confidential Corrina Stasik

Project Initiation Checklist

finalize Has Core Team been identified? Project Definition Yes Has a Business Case been completed? Has the project been prioritized? Have Business Requirements been completed and sign-off? Have Deliverables been defined clearly? Has Acceptance Criteria been established for each Deliverable? Has Project Management Methodology been identified? Risk Yes Has Risk been assessed? Have Risk Mitigation Strategies been defined? Has a Contingency Reserve been established? In-Scope Yes Have business functions been identified? Has Project interface been identified/documented? Have business processes impacted by the project been identified? Constraint Yes Has the Project Budget been approved? Has a Project Deadline (Completion Date) been established? Have interdependencies between other
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Kent needs to provide

No X X X X X

Comments Need business goals for Shawn for project, Kent please provide Corrina will do once all information is complete Megan to collect, Corrina refine Corrina to define once requirements are established Corrina to define once requirements are established Standard waterfall/PMBOK method will be used

No X X X

Comments TBD once project has been scoped and requirement are complete TBD once project has been scoped and requirement are complete TBD once project has been scoped and requirement are complete

No X X X

Comments Will be scoped with requirements Corrina to do NA TBD

No X X

Comments Kent to identify with client and confirm Corrina to identify once requirements are complete, resources allocated, project prioritized NA
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Project Initiation Checklist

projects been identified? Project Estimates Yes Start Date No X Comments Kent will send Introduction letter to initiate project Corrina to identify once requirements are complete, resources allocated, project prioritized Corrina to identify once requirements are complete, resources allocated, project prioritized Kent to provide Corrina to identify once requirements are complete Corrina to identify once requirements are complete

End Date

Efforts in hours

Budget # of Functionality # of Deliverables

X X X

General Observations
Items that need to be identified AND are Action Items for Insightly: Kent needs to provide project objectives- This is very general: given that Kent is the expert he will need to collect from client more detailed parameters of what we will deliver for these services so Megan and Corrina can build requirements o website o text message services Kent needs to provide a Budget and target finish date (finish date will not be final until Corrina and Megan complete requirements and allocate resources) Kent needs to provide resource names and roles that will be used for this project Kent needs to provide a Corrina an introduction to client Corrina and Megan to coordinate gathering Client requirements

Actions
ID Action Item Megan to enter Action Items in Insightly Kent to provide project entry requirements before project can start Assigned To Megan Kent Megan to add action items(AKA TASKS) from observations Corrina Due By

Corrina will request Megan to build requirements once all project scope items have been provided by Kent

Confidential

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Project Initiation Checklist

Comments Approvals
Project Customer: Project Sponsor: Project Manager: Project Assistant: Shawn Moldry Kent Levi Corrina Stasik Megan Bates Date: ___/___/____ Date: ___/___/____ Date: ___/___/____ Date: ___/___/____

Confidential

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