project management checklist template excel

Identify the project goals, the problems it will solve, and how you will measure success.There are a few key steps every project manager should take before creating a project management checklist: It’s imperative that those working on the project provide feedback not only on the individual tasks, but also the feasibility of completing those tasks in the specified time period. Include input from project sponsors and the team working on the project.There’s no need to reinvent the wheel every time you start a new project - start with a generic project checklist template, or repurpose a checklist that has been used in similar projects. If nothing else, it will be an easy task to mark “complete” when the time comes. If you can’t decide whether to add a seemingly inconsequential task, err on the side of caution and include it. A project management checklist is no good to anyone if steps are missing. Include all the major steps and sub-steps involved.The project checklist should be easy for the whole team to understand and follow and should include key information like due dates and task leads. Be as brief and concise as possible while still remaining comprehensive.Project checklists will vary from organization to organization and project to project, but all project checklists should: This Detailed Project Budget with WBS Template from is a great tool to help you identify and allocate resources. A work breakdown structure (WBS) with an accompanying checklist helps project managers identify the resources needed each step of the way and plan accordingly. Resource identification and allocation: Since fewer than 60% of projects are completed within budget, it’s imperative to manage and allocate resources effectively.

Risk management: A checklist helps you manage some of the risks that can jeopardize the successful execution of a project, such as incomplete work or project steps performed out of order.Planning: Use a checklist during the project planning stage to help ensure all of the necessary project elements are included before the project kicks off.Other benefits of using a project management checklist include: First and foremost, project checklists provide a detailed high-level view of each step to help avoid duplication of efforts, keep tabs on all required tasks, and make sure nothing gets overlooked. Whether you’re a seasoned project manager or just getting off the ground with your first project, the benefits of using a project management checklist cannot be overstated.

Project management checklist template excel