Workflow Templates: Project Initiation Checklist

Define the project scope and objectives

Identify key stakeholders and their expectations

Develop a project charter

Create a high-level project timeline

Estimate the project budget and resources needed

Identify potential project risks

Assess the impact and likelihood of each risk

Develop mitigation strategies for each risk

Create a risk management plan

Assign risk owners and responsibilities

Identify relevant regulatory requirements

Conduct a compliance assessment

Develop a compliance plan

Establish audit and reporting mechanisms

Ensure all stakeholders are aware of compliance obligations

Develop a stakeholder communication plan

Identify key communication channels

Schedule regular updates and meetings

Create a feedback loop for stakeholders

Ensure transparent and consistent communication

Identify technology requirements

Assess current infrastructure capabilities

Develop an IT strategy aligned with project goals

Plan for data security and privacy

Ensure scalability and integration with existing systems

Project Initiation Checklist