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  • PM Resources > Checklists

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    Contractor Assessment Checklist

    You've decided to go outside your company for help on a project. Use this checklist when interviewing outside vendors, contractors and third-party development sources.

    Project Sponsor Checklist

    The project sponsor checklist describes ways for the project sponsor to provide commitment and project support in an effective, visible manner.

    IT Project Manager Checklist of Responsibilities

    As a professional IT project manager, you are on the hook for a lot. Use this checklist to help you prepare and deliver your projects in the most professional manner possible.

    In an age of tight budgets and global competition, businesses need IT to do more than complete on time, on budget and with the required functionality. Learn Why Spreadsheets No Longer Cut it for Strategic PMOs.



    Balanced Scorecard Template Series

    This is the grandmother of all balanced scorecard templates! Here are 18 (count 'em, 18!) Excel templates that will help you develop a balanced score card from start to finish.

    Quality Review Checklist for Project Definition

    Before you launch into the nitty-gritty details of your project plan, such as scheduling and resourcing, you had better make sure the project is in alignment with business objectives. Does it fit in with the existing business and technical environments of the enterprise? Is it even feasible? Does the customer approve of the proposed solution? Have you defined the solution clearly so you can plan it efficiently? Check it against this list.

    Project Progress Checklist Package

    This set of checklists will help you with various stages of project development, from planning to adding team members to the end of the project.

    Subcontractor Administrator Checklist for Safety Regulations and Site Conditions

    Whether your construction site is small or large, you need to keep an eye on safety regulations as well as site conditions, not just for your own people, but for all the subcontractors, too. But you can't always be everywhere all the time. Here's where this form comes in. Issue one to every subcontractor, and make sure it gets filled out properly.

    Mission Statement Worksheet/Checklist

    Newly Revised Template! A mission statement is the summary of the project's vision. Make yours a good one! Here's a checklist to help you formulate it.

    Self-Documenting Code Checklist

    Code is a developer's signature on a software project, and not all developers play by the rules of good coding standards. Ensure that your development team leaves a coding legacy that not only implements the application at hand but can be understood by others and maintained during future development cycles.

    Project Plan Checklist

    A lot is riding on your project plan, such as the success of project itself, not to mention your career! Wouldn't it be nice to check to make sure it contains the basics from which to run your project?

    Debugging Checklist

    What bugs you about debugging? All those details, right? Use this checklist as a reminder to do certain things at a certain time.

    Project Plan Development Checklist

    Creating a project plan is an essential, multifaceted step in your software development project. Use this checklist to make sure you've addressed the critical components and the things you might not readily think of to create a plan that will ensure a successful project.

    Are You a Leader?

    The best project managers are also excellent leaders. Use this checklist to evaluate your leadership skills as a project manager.

    Quality Review Checklist for Software Package Procurement

    Buying a software package? How do you know which package best suits your business environment and which vendor will serve you best? This checklist will help you evaluate the key questions and tend to the important details of procuring the right packaged application.

    Performance Management Checklists

    Evaluating, correcting and planning employee performance is essential to your role as a leader. This extensive set of checklists will help you with all your performance management details.

    Amazing Checklists

    - by Ian Whittingham, PMP

    Look! Up in the sky! It's a bird! It's a plane! It's a...checklist?! You may not give them their due, but checklists are far more important and vital than you can imagine. Here, we take a look at the history and value of one of the most overlooked tools in the project manager's arsenal.

    Customized Package Sign-Off

    COTS, customized, and ready to go! Use this checklist to verify deployment-readiness and record issues that have arisen during customization and implementation of your application package.

    Installation Package

    What is needed to install the customized package or system and make it operational? Here's a checklist to guide you.

    Installed Application Package Sign-Off

    It's a COTS application and it's working. Or so this checklist should verify, after the packaged application has been installed and configured.

    Usability Review Form

    Are you doing usability testing on your application's user interface? Use this checklist to perform a thorough review on how easily users interpret, navigate and respond to the GUI.

    Landscape Cost Estimating Checklist

    When construction is over, you need to put in some ground cover, greenery and plants so the site doesn't look like a war zone. Use this checklist so your budget won't, either.

    Concrete Placement Checklist

    More concrete thinking in action! Concrete placement can go sadly wrong, if you aren't keeping track of lots of details. This checklist will make your life significantly easier.

    Application Developer's Architecture Checklist

    An important part of developing an application is designing its overall architecture. Use this checklist as a measure of insurance that your software architecture design is sound and will properly enable and support the application and its users.

    Vendor Outsourcing Evaluation Checklist

    Outsourcing your software development project is risky, but it can be a cost-effective business move if you select your outsourcing partners very carefully. Use this checklist of criteria to evaluate a candidate vendor's reputation, stability, capability, cost and overall ability to deliver.

    Weekly Checklist

    Take the temperature of your project every week with this checklist. Make adjustments to your plan or procedures if necessary to correct any deficiencies and keep the project on target and on time.

    Project Continuation Checkpoint Checklist

    Is your project accomplishing its objectives? Perhaps it's off track. Don't waste resources and money. Instead, use this checklist to see if it should continue into the next phase and what you need to do to ensure its success.

    Project Plan Review

    Your project plan will determine how good (or bad) life will be for you and your team over the course of the project. A good project plan uses the proper inputs, addresses good planning practices, and is positioned for ongoing use through the life of the project. Put sufficient effort into the plan and double-check it against a guideline, such as this checklist.

    Quality Assurance Assessment Checklists

    This thorough and detailed assessment is a series of five checklists designed to guide you through the entire project lifecycle from start to finish: planning, analysis, design, construction and implementation.

    Quick Application Maintenance Outsourcing (AMO) Checklist

    Use this checklist to give a potential buyer of outsourcing services a clearer picture of what to expect from a provider. Each of these checklist items is a great conversation starter. Use them to uncover potential weaknesses that might cause difficulty later.

    Contract Risk Review

    If you're about to enter into a contract, you need to understand the risks involved. Thoughtful pre-contract preparation, review and follow-up will go a long way toward keeping your company out of legal hot water.

    Employee Reward Program and Incentive Checklists

    - by Dennis Torrecampo

    Each employee or team member is unique, with specific skills, talents, weaknesses and work style. Shouldn't your employee incentive and reward program reflect that individuality? This set of checklists and worksheets wil help you develop a program to keep employees happy and motivated, with appropriate incentivies and rewards--developed with input from each of your charges.

    Training Package

    This training package contains three useful sections: a list of creative ideas that add fun to your training breaks, sample training facilitation tips and etiquette, and a sample training needs checklist for your hotel venue.

    Project Plan Compliance Assessment

    This document is a checklist for assessment of whether a project plan meets an acceptable standard. This standard will vary from company to company, so feel free to tailor this form accordingly to meet your needs.

    Trustworthiness Checklists

    Trust is an important part of any relationship, as project managers are well aware. Trusting your team, your project sponsors, even your own judgment is crucial to getting your job done. Here is a set of checklists to help you evalute how trustworthy you are.

    Checklist for Maintaining Leadership in Meetings

    Good leaders enhance leadership credibility when they run successful meetings. This comprehensive meeting checklist has been designed to help leaders prepare for success.

    Combined Project Management Checklist Suite

    If you need a checklist for project management productivity, planning and conducting meetings, sales productivity, team productivity and training needs, click here.

    Security Requirements Form

    Ensure that your application, network and database is secure from unauthorized user access. Define your security requirements with this specifications form and checklist.

    Configuration Management Checklist

    How does your system development project account for software version changes? Backup and recovery of data and files? Requirements changes? Check your score on software configuration management so that you can avoid pitfalls down the road.

    Earthwork Inspection Report

    The earthwork inspection report will tell you at a glance if your site has been properly prepared before any construction begins.

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    Requirements Management Plan Toolkit
    This toolkit includes a template and white papers to help with your requirements management planning. Download it now.