One: Project Initiation

Checklist

Use this checklist throughout Project Initiation to help ensure that all requirements of the phase are met. As each item is completed, indicate its completion date. Use the Comments column to add information that may be helpful to you as you proceed through the project.

 

Item Description

Completion Date

Comments

Formulate business case / need / problem and anticipated benefits

 

 

Identify project objectives and describe the project

 

 

Research potential approaches and solutions

 

 

Identify and recommend one or more chosen solutions

 

 

Document alternatives considered and why rejected

 

 

Review solution’s fit with organization’s strategic plan

 

 

Estimate costs of all resources & materials required for the project planning phase (high level)

 

 

If other estimated costs are known, include them in the Charter

 

 

Identify project funding strategies

 

 

Complete Project Charter and submit for approval

 

 

 

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Frequently Asked Questions