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Project Planning Transition Checklist

The document is a project planning transition checklist that provides basic information about transitioning a project from the planning phase to the execution phase. It includes items to verify such as ensuring the project objectives and scope have been approved, the project plan and required resources are in place, all team members and business partners have been notified and signed off, and contracts have been initiated if needed to begin project execution. Signatures from key positions are also required to confirm the planning phase is complete and the project is ready to transition.

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Bhupinder Singh
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434 views3 pages

Project Planning Transition Checklist

The document is a project planning transition checklist that provides basic information about transitioning a project from the planning phase to the execution phase. It includes items to verify such as ensuring the project objectives and scope have been approved, the project plan and required resources are in place, all team members and business partners have been notified and signed off, and contracts have been initiated if needed to begin project execution. Signatures from key positions are also required to confirm the planning phase is complete and the project is ready to transition.

Uploaded by

Bhupinder Singh
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOC, PDF, TXT or read online on Scribd
  • Project Planning Transition Checklist
  • Detailed Planning Elements
  • Execution Preparations

Project Planning Transition Checklist

Provide basic information about the project including: Project Title The proper name used to identify this project; Project Working Title The working name or
acronym that will be used for the project; Proponent Secretary The Secretary to whom the proponent agency is assigned or the Secretary that is sponsoring an
enterprise project; Proponent Agency The agency that will be responsible for the management of the project; Prepared by The person(s) preparing this
document; Date/Control Number The date the checklist is finalized and the change or configuration item control number assigned.

Project Title:

Project Working Title:

Proponent Secretary:

Proponent Agency:

Prepared by:

Date / Control Number:

Complete the Status and Comments columns. In the Status columns indicate: Yes, if the item has been addressed and completed; No, if item has not been
addressed, or is incomplete; N/A, if the item is not applicable to this project. Provide comments or plan to resolve in the last column.

Item

3
3.1

Are the project objectives, description, and


scope the same as specified in the project
charter?
If the answer to 1 is No, has the change been
approved by the appropriate authority
specified in the project charter?
Have cost or resource changes been reviewed
and approved as necessary by management
authority?
Has the project plan been approved by the
appropriate authority specified in the project
charter?
Does the baseline plan include the following:
Project Scope and Objectives

3.2

Project Performance Plan

1.1
1.2
2

Status

Comments/
Plan to Resolve

Item

3.3

Work Breakdown Structure

3.4

Resource Plan

3.5

Project Schedule

3.6

Procurement Plan

3.7

Project Budget

3.8

Quality Plan

3.9

Risk Management Plan

3.10

Communications Plan

3.11

Change and Configuration Management Plan

3.12

Quality and IV&V Plan

4.3

Have all business partners who have a role in


execution of the project plan agreed to and
signed off on the plan?
Has the first management review been
scheduled with all participants?
Are all members of the project team
designated and available to begin project
execution on the scheduled project start date?
Is a project kick off meeting scheduled?

4.4

Have all project team leaders been briefed on

4.1
4.2

Status

Comments/
Plan to Resolve

Item

5
5.1
6

Status

Comments/
Plan to Resolve

the full project plan and have their individual


roles
and
responsibilities
been
communicated?
Are all required resources for initiation of
project execution assembled?
Are all resource required during the project
scheduled and available to the project team?
Have all contracts or purchases been initiated
or completed, if required to begin project
execution?

Signatures
The Signatures of the people below relay an understanding that the key elements within the Planning Phase section are complete and the project team is ready to
transition to the Execution Phase.

Position/Title

Name

Date

Phone Number

Project Planning Transition Checklist Provide basic information about the project including: Project Title – The proper name
Item Status Comments/ Plan to Resolve 3.3 Work Breakdown Structure 3.4 Resource Plan 3.5 Project Schedule 3.6 Procurement Pl
Item Status Comments/ Plan to Resolve the full project plan and have their individual roles and responsibilities been c

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