Preliminary Project Planning Template
Project Name
Project Sponsor
Project Manager
OIT Technical Lead
Project Office Rep.
Indicate your preparedness for conducting the initial sponsor and project team meetings by
completing the following checklist of recommended activities.
 Conduct a pre-meeting (prior to the project kickoff) to ensure that the project manager,
technical lead and project office representative agree upon the following:
o Project objectives
o Scope
o Timing
o High-level milestones
o Key deliverables
o Team resources
 Determine the plan to engage the project sponsor
o Review sponsor roles
o Review sponsor one-pager
 Confirm available resources and project commitment
 Complete the first draft of the Initiation Plan
 Develop and agree to the project kickoff agenda items and the meeting roles of the
following people:
o Sponsor
o Project Manager
o Technical Lead
o Project Office Representative