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

Axia Consulting

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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
© 2022 Axia Consulting Ltd
All rights reserved. Contact Us

Axia Consulting