Workflow Templates: Project Initiation Checklist

Identify the project scope and boundaries.

Define clear project objectives and goals.

Establish key performance indicators (KPIs) for success.

Ensure alignment with organizational strategic goals.

Document initial project assumptions and constraints.

Identify all internal and external stakeholders.

Assess stakeholder interests and influence.

Develop a stakeholder communication plan.

Establish a process for stakeholder feedback.

Assign roles and responsibilities to stakeholders.

Determine required resources and expertise.

Establish a preliminary project budget.

Identify potential sources of funding or cost-sharing.

Allocate initial resources to the project.

Develop a plan for resource monitoring and adjustment.

Conduct an initial risk assessment for the project.

Identify potential project risks and challenges.

Develop risk mitigation and management strategies.

Establish a risk monitoring and reporting process.

Assign responsibilities for risk management.

Develop a high-level project timeline.

Identify key project milestones and deliverables.

Establish milestone review and approval processes.

Ensure timeline alignment with project objectives.

Create a timeline adjustment protocol for changes.

Project Initiation Checklist