Check List 1 - Workflow

Pre-Project

Why is this Project required [Mandate]?

Is there a mandate?

What are the expected Benefits?

Describe the benefits that the project owner is expecting the project to deliver.

Create a Summary

Write a description of the project in words that all stakeholders can understand.

Is it Viable?

Read through the heading in the Business Case section to remind you of the common things that might have an impact the project. Where there might be an issue (e.g. disposal of waste material), record what action will be taken to resolve it.

Agree with Project Owner the Features that are required to deliver the Benefits

Agree Priority - MoSCoW

Must Have

Should Have

Could Have

Won't Have Now

The features are the things that are to be created or changed, they are the things that either individually, or as a whole, will deliver the benefits.

PerformWork allows you to add as little or as much detail you believe is required to complete each feature.

Put features in logical order. i.e. Some may need to be completed before others are started.

Cost each Feature

What is each feature going to cost, in both time, resources and materials.

Check Business Case

During the process of adding and costing the features, other issues may have arisen so it pays to quickly review the business case in case it needs to be updated.

Produce Costing / Budget Report

Check costs, resources and timings are within the constraints laid down by the Project Owner.

If not compliant create a Project Report (PID) and agree with project owner on a course of action. The project owner decides whether the project sponsor in to be included in the discussion.

Planning

Where materials are required, check availability and lead times

Check all the required resources are available

Confirm who is going to do what and when

Beware of Resource Theft

Initiation

Has Project Owner checked that neither organizational priorities or project objectives have changed?

Is it still viable?

Has Project Owner confirmed you can start?

Needs and expectations can change so before incurring significant costs check with the project owner that it is OK to proceed. Ensure the confirmation to proceed is in writing.

Once authority to proceed has been received:

Production

Issue Instructions [Works Orders]

Who is to do what

When should they start

When it has to be done by

Monitor Progress

Verify Work Meets Required Standards

Manage By Exception

Completion & Hand Over

Check list then closure

Beware of Project Creep

Review

Lessons learned