Project Management Checklists
Project Name/Topic:
Project Manager(s):
Project Sponsor/Funder:
Project Customer:
Project Definition
Goals
Yes
Have project goals been
defined and are they
clear?
Impacts
Replace this text with a
description of project goal 1
Yes
Have project impacts been
defined?
Replace this text with a
description of the project
impact for goal1
Replace this text with a
description of the project
impact for goal 2
Replace this text with a
description of the project
impact for goal 3
Replace this text with a
description of the project
impact for goal 4
Replace this text with a
description of project goal 2
Replace this text with a
description of project goal 3
Replace this text with a
description of project goal 4
Add rows as needed
Objectives
Have project objectives
been defined and are they
clear?
Yes
Outcomes
Replace this text with a
description of Objective 1.
Replace this text with a
description of Objective 2.
Replace this text with a
description of Objective 3.
Have project outcomes
been defined?
Yes
Replace this text with a
description of the project
outcome for objective 1.
Replace this text with a
description of the project
outcome for objective 2.
Replace this text with a
description of the project
outcome for objective 3.
Replace this text with a
description of Objective 4.
Replace this text with a
description of the project
outcome for objective 4.
Add rows as needed
Methodology
Yes
Yes
Will the project require
primary data?
If primary data is required,
have the means for
collecting the data been
identified?
Will the project require
secondary data?
If secondary data is
required, have the sources
of the data been
identified?
Will you conduct key
informant interviews?
Will you need to purchase
data?
Will you need to develop
and conduct a survey?
Team Members
Yes
Has a Project Manager been
identified?
Has a steering committee been put
together?
Have key stakeholders been
identified?
Has the core team been identified?
(If necessary, list the types of skill
sets needed for the project to help
identify team members.)
Will you need to conduct
focus groups?
Will you be holding a
community meeting?
Comments
Use your project planning tool
to detail the tasks associated
with your methodology.
For all of the data needs
that have been identified,
have data analysis plans
been laid out?
Yes
Are all team members on
board?
Have team members
been assigned tasks?
Comments
Use your project management tool to
store contact details and assign tasks
to team members.
Project Planning
Tools
Yes
Has a project
management tool been
selected?
Have the task details been
entered?
Have the project contacts
been entered?
Replace this text with the
location of your project
management tool file.
Project Implementation
Monitoring
Yes
No
Comments
Yes
No
Comments
Are you able to monitor
your progress?
Are there any
complications with your
methodology or analysis
plan?
Are you staying within
your Budget?
Communication
Who will you be
communicating with
during the project?
Who will you be
communicating with after
the project (i.e., to whom
will you report the
results?)?
What communication
methods are at your
disposal? (e.g., website,
local newspaper, listservs,
PSA, email, mailings,
etc….)
Are there any costs
associated with your
proposed communication
strategy?
Have you settled on a
communication plan?
Is there a regularly
scheduled team meeting?
Is there a regularly
scheduled steering
committee meeting?
Is there a plan for
communicating with the
funders/client?
Record the file location of your communication plan here
Project Completion
Wrapping It Up
Yes
No
Comments
Yes
No
Comments
Have you reviewed all of
your tasks and completed
all remaining tasks?
Are you ready to write up
your results?
Evaluation
Have you determined how
you will evaluate your
project?
Does your project
management tool provide
a means for recording your
results?
Have you created a plan
for recording and collecting
mid and long term results?
Writing up the Results
Yes
No
Comments
Yes
No
Comments
Yes
No
Comments
Have you determined what
team member(s) will be
compiling the report?
Have you included graphs,
photos, maps, tables,
etc… to illustrate your
results?
Has the steering
committee reviewed the
report before it is sent to
the client?
Debriefing the Project
Have you developed a list
of internal debriefing
questions?
Have you set a meeting
with your client to debrief
the project?
Have you set a Team
meeting to debrief the
project?
On-going Maintenance
Evaluating Impacts
Do you have a plan for
evaluating the impacts of
your project?