Pre Project Planning Checklist
Use this checklist to ensure all key elements are planned and aligned before starting the project. Proper preparation helps reduce risks, improve efficiency, and set the project up for success.
Project Information
Project Name
Project Manager
First Name
Last Name
Department / Team
Start Date
 -
Month
 -
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Expected Completion Date
 -
Month
 -
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Expected Completion Date
Scope & Objectives Checklist
Defined project goals
Identified deliverables
Defined scope boundaries
Established success criteria
Stakeholder expectations aligned
Stakeholders & Communication
Stakeholder Planning
Identified key stakeholders
Defined roles and responsibilities
Communication plan established
Approval process defined
Meeting schedule set
Resources & Budget
Resources & Budget
Team members assigned
Budget defined and approved
Tools and software identified
External vendors identified
Equipment/resources secured
Risk Assessment
Risk Planning
Identified potential risks
Assessed risk impact and likelihood
Developed mitigation strategies
Contingency plans prepared
Timeline & Milestones
Timeline Checklist
Project timeline created
Key milestones defined
Deadlines assigned
Dependencies identified
Compliance & Approvals
Compliance Checklist
Required approvals obtained
Legal/compliance requirements reviewed
Documentation completed
Permits/licenses secured (if applicable)
Final Review
Final Checks
Project plan reviewed
Stakeholder sign-off obtained
Team briefed
Ready to start project
Final Checks
Project Manager Signature
Date
 -
Month
 -
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Submit
Should be Empty: