Use this checklist throughout every stage of your partnership – initiation, completion and evaluation.
Step through each item sequentially to ensure all steps have been taken and that your project is
1. Initiate the Partnership or Project 1.1 Invite key stakeholders to a project planning session 1.2 Produce Project Plan using input from planning session (use the Project Plan
1.3 Review plan with all stakeholders/management 1.4 Secure commitment and sign-off to roles & responsibilities 2. Detailed Planning 2.1 Complete Time, Talent, Treasure Chart (use the Time, Talent & Treasure Chart) 2.2 Complete Key Milestones Chart (use the Key Milestones Chart) 2.3 Complete Gantt chart (use the Gantt Chart) 3. Track & Control 3.1 Track progress to make sure deliverables & key milestones will be met 3.2 Take corrective action as necessary to keep project on track 3.3 Monitor, control & report risks (use the Risk Assessment Template) 3.4 Manage & dispose of issues – keep timely 3.5 Monitor, control & report change requests 4. Project Reporting 4.1 Schedule regular team/steering meetings to review project status 4.2 Send status reports to key stakeholders on regular basis (twice-yearly to SF team)
(use the Project Report Template)
4.3 Utilise other means to communicate with SF team (email, online etc…) 5. Review & Evaluate
5.1 Review the project/partnership at critical points 5.2 Evaluate the process & outcomes 5.3 Celebrate & communicate accomplishments