iso 7101:2023 Project Kickoff Checklist

Pre-Planning Phase

Define project objectives and scope

Clearly outline the goals and purpose of the project
Define the boundaries and limitations of the project

Identify key stakeholders and team members

List all individuals or groups impacted by the project
Identify team members who will be involved in the project

Establish communication plan

Define how communication will be managed throughout the project
Establish protocols for reporting and updates

Determine project timeline and milestones

Create a timeline with key project milestones and deadlines
Break down the project into manageable phases

Conduct a project feasibility study

Assess the feasibility and viability of the project
Identify potential challenges and limitations

Define project deliverables and success criteria

List all the tangible outcomes of the project
Define what constitutes a successful project completion

Identify potential risks and constraints

Identify any potential obstacles or challenges that may arise
Develop strategies to mitigate risks

Develop a budget and resource plan

Estimate the costs associated with the project
Allocate resources effectively to meet project goals

Conduct a kick-off meeting with key stakeholders

Gather all key stakeholders for a meeting
Introduce the project, goals, and team members

Planning Phase

Develop project plan and schedule

Create a detailed timeline with all project tasks and deadlines
Allocate resources and assign tasks to team members

Assign roles and responsibilities

Define specific roles for each team member
Clearly outline responsibilities and expectations

Conduct risk assessment and mitigation plan

Identify potential risks and their impact on the project
Develop strategies to mitigate or address risks

Define project budget and resources

Estimate project costs and allocate budget accordingly
Identify and secure necessary resources for the project

Establish communication plan with stakeholders

Identify key stakeholders and their communication preferences
Determine frequency and method of communication

Identify project dependencies and constraints

Map out all dependencies between project tasks
Identify any constraints that may impact project progress

Define project scope and objectives

Clearly define the project's scope and boundaries
Outline specific objectives and goals for the project

Determine key milestones and deliverables

Break down the project into key milestones and deliverables
Set clear targets and deadlines for each milestone

Create a procurement plan for necessary resources

Identify required resources for the project
Develop a plan for sourcing and acquiring these resources

Set up a project tracking and reporting system

Establish a system for tracking project progress and performance
Define reporting requirements and frequency

Execution Phase

Conduct project kickoff meeting

Review project plan with team members

Monitor progress against timeline and milestones

Address any issues or roadblocks as they arise

Assign tasks and responsibilities to team members

Hold regular check-in meetings to discuss progress and address any concerns

Track project expenses and budget throughout the execution phase

Communicate regularly with stakeholders to provide updates on project progress

Conduct regular risk assessments and take proactive measures to mitigate potential risks

Ensure team members have the necessary resources and support to complete their tasks effectively

Document any changes to the project plan or scope during the execution phase

Conduct quality control checks to ensure deliverables meet project requirements and standards

Closure Phase

Review project deliverables against objectives

Compare completed deliverables to initial project objectives
Ensure all objectives have been met or exceeded

Obtain sign-off from stakeholders

Collect formal approval from all stakeholders
Ensure agreement on project completion

Conduct lessons learned session

Gather team to reflect on project successes and challenges
Document key takeaways for future projects

Close out project documentation and handover to operations team

Organize and finalize all project documentation
Transfer ownership to operations team

Conduct a final project review meeting with stakeholders to discuss successes, challenges, and areas for improvement

Schedule meeting with stakeholders
Review project outcomes openly and gather feedback
Identify areas for improvement for future projects

Update project budget and financial records to ensure all expenses are accounted for

Review project expenses against budget allocations
Make any necessary adjustments to financial records

Archive project documentation for future reference and audit purposes

Store all project documentation in a secure location
Ensure easy access for future reference or audits

Evaluate project performance against key performance indicators and metrics

Analyze project performance data
Compare results to predefined KPIs and metrics

Prepare a final project report summarizing the project's achievements, challenges, and lessons learned

Compile project outcomes into a comprehensive report
Include successes, challenges, and key lessons learned

Schedule a post-project evaluation meeting with the project team to discuss their experiences and gather feedback for future projects

Arrange meeting with project team members
Facilitate discussion on individual experiences and feedback
Document insights for future project improvements