Project Management
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Project Kickoff Checklist

by Andy Jordan

This brief checklist is intended to help project managers ensure they are ready to conduct project kickoff sessions. Project managers should review the questions asked in this checklist and make notes of any items that are unclear/outstanding /etc. Any areas that are still unclear require action plans.

Project Closeout Checklist

by Kenneth Darter, PMP

While there are some subtle differences in closing a project with a party or a wake, a carefully defined checklist will help with either ending to the project. This checklist should be defined early on in the project and communicated to everyone who will have input into the checklist at the end of the project.

Vendor & Package Evaluation Checklist

by Michael Wood

As important as the right features are to the success of the product, equally important is the ability of the provider to support that product now and in the future. This template should assist in that effort.

Project Team Selection Checklist


Use this checklist when drawing up a preliminary list of people who will be needed on your project. It will help you keep in mind some key factors you should be thinking about when selecting project team members.

Project Training Checklist


When our projects involve implementing new systems and processes, we change the way people work. Often that means that we need to plan for a certain amount of training. This project training checklist can guide you in taking a thoughtful approach to training the end users of your project work. Use it as a reference when planning your project.

Project Financial Closure Checklist


Financial closure is the process of completing all project-related financial transactions, finalizing and closing the project financial accounts, disposing of project assets and releasing resources and the work site--all the while maintaining strict accounting practices as mandated by your PMO, company, local, state and federal agencies. Don't worry. We have a checklist to help you through. (Heartburn medications sold separately.)

Meeting Planning and Follow-Up Checklist


Meetings are a necessary part of corporate life--but there are meetings, and there are complete wastes of time. This checklist will help you put together, conduct and follow up productively.

Design Milestones Review Checklists


This Design Milestones Review Checklist contains four worksheets: Design Milestones, High-Level Pre-Design, Technical Requirements, and Documentation and User Interface.


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