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 |
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Formulate business case / need / problem and anticipated benefits |
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Identify project objectives and describe the project |
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Research potential approaches and solutions |
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Identify and recommend one or more chosen solutions |
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Document alternatives considered and why rejected |
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Review solution’s fit with organization’s strategic plan |
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Estimate costs of all resources & materials required for the project planning phase (high level) |
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If other estimated costs are known, include them in the Charter |
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Identify project funding strategies |
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Complete Project Charter and submit for approval |
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