Project Inception Checklist

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1. Review the Project.

• Describe the project background, including 5 concerns – purpose, problem, key inputs and outputs, focus area, and target audience (customers).
• Outline objectives and goals, including:
  • Primary goals (what to achieve, by when, at what cost?)
  • Secondary goals (what benefits to gain, by using what resources?)
  • Specify both types of goals in a goal statement document.
  • Set boundaries (what’s in and out of the project?).
  • Write a scope statement document specifying an amount of work to be accomplished with the project.
  • Design a draft of the project plan based on scope and outlining major milestones.
  • Define project control tools, including templates, timesheets, change control tools, configuration management tools.
  • Outline a work breakdown structure (WBS), including high-level and intermediate deliverables.

2. Determine Stakeholders.

• Identify people and organizations involved in governing and managing the project.
• Identify people and organizations involved in implementing the project.
• Combine names of all stakeholders into a documented list (the stakeholder list).
• Formulate standards of reporting and communication to be used between all stakeholders within the project.

3. Evaluate Project Feasibility.

• Determine economic feasibility (cost/benefit analysis).
• Evaluate technological feasibility.
• Assess resource feasibility.
• Determine schedule feasibility.
• Determine organizational/cultural feasibility.
• Confirm the overall feasibility of the project.

4. Review the Business Case.

• Develop an economic plan for realizing the project goals and objectives.
• Make an accurate assessment of the return on investment (ROI).
• Use the ROI assessment to provide justification for the project and establish economic constraints.
• Confirm that the project is economically worthwhile so it should move ahead.

5. Plan for Key Constraints.

• Time. Design a schedule for the whole project and make working calendars per ...

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