A project initiation checklist (for software system
selection) should contain all the things you need
to consider at the very start of a new software
system selection project.
The example project initiation checklist below
contains 30 points to consider:
What - is the software / system selection
project?
Has the project proposal been approved by
the board without any changes to the
proposal? Or if the board has made changes,
can you manage these?
Has sufficient funding been approved for the
software selection phase?
Are the project objectives still the same as
within the proposal?
Is the project scope (inclusions and
exclusions), still the same as within the
proposal?
Are the project deliverables still the same as
within the proposal?
Have deliverables been defined for each
stage within the software selection?
Have acceptance criteria been defined for
each deliverable?
When - will the project be undertaken?
Have the start and completion dates been
defined and agreed?
Have dates for the key deliverables within the
project been defined and agreed?
Who - is involved with the project?
Provide names for:
o
project sponsor:
o
project manager:
o
project team:
o
key users:
o
user management (who are responsible
for signing off the requirements and
accepting the system selection
deliverables)
Have all the roles and responsibilities been
defined?
Have all the roles and responsibilities been
communicated?
Do all resources (involved) have sufficient
time available for the project?
Is project resourcing sufficient?
Do all resources have sufficient knowledge /
skills to undertake their part in the project?
Have you prepared and issued a project
organisational chart?
Does everyone understand their role within
the project?
How - will the project be carried out?
Have you determined your project
management / system selection
methodology?
Have you prepared a revised (or final) project
plan / gantt chart?
Are responsibilities, milestones and
deliverables clear?
Have these been issued and discussed with
all involved?
Does everyone understand them?
Have you purchased tools to help you
document your business requirements /
select your new system? If requirements have
yet to be specified, these RFI/RFP Templates
can quickly help and save you time.
Have you set up project communications? eg
planned regular (weekly) project meetings,
defined an email list of other people to be
kept informed?
Have you set up an issues escalation
process?
Have you set up project monitoring? eg using
a project management tool
Have you defined quality standards and
specified how these will be maintained?
Have you reviewed your risk analysis and
mitigation strategies?
Have you reviewed your project constraints /
assumptions and checked that they are still
valid?
Have you created project contingencies? eg
additional time, funding or resources
For more software selection information, visit: 10
Steps to select new business software /
Stakeholder management tips / Sample project
plan for business system selection / RACI matrix /
Project initiation checklist / Software selection
time-saving tips / Project issue log / Requirements
gathering techniques / Reasons to write a good
requirements specification / System design
review / Risk assessment form / Risk assessment
worksheet / Warning signs that your software
selection may have problems / Project reporting
form / Project status report template
Project Initiation
Checklist
For software system selection
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