Project Readiness Checklist: [Client Name]
This checklist helps ensure we've covered all critical preparation steps before beginning implementation. Please review each section and mark tasks as complete as we progress.
Contact Information
Greetings {recipient's name} 👋, I'm excited to begin our adventure for {project} here. This collaborative platform will act as our main headquarters, containing all the details related to our project for {company name}. Best, Allura Abba Buot
Project Overview
Project Name: [Project Name]
Start Date: [Start Date]
Estimated Completion: [Completion Date]
Project Manager: [PM Name]
"Proper preparation prevents poor performance."
Team Readiness
Implementation team identified
Project manager assigned
noneTechnical lead assigned
noneSubject matter experts identified
noneKickoff meeting scheduled
noneTeam availability confirmed for project duration
noneCommunication channels established
noneRoles and responsibilities documented
noneTechnical Readiness
System requirements reviewed
Hardware requirements met
noneSoftware requirements met
noneNetwork requirements confirmed
noneIntegration points identified
noneData migration plan developed
noneTest environment set up
noneBackup and recovery procedures established
noneProcess Readiness
Current workflows documented
noneFuture state workflows defined
noneGap analysis completed
noneChange management plan developed
noneTraining needs identified
noneSuccess metrics defined
noneDocumentation & Approvals
Document | Status | Approver | Approval Date |
|---|---|---|---|
Statement of Work | [Pending/Approved] | [Name] | [Date] |
Project Charter | [Pending/Approved] | [Name] | [Date] |
Requirements Document | [Pending/Approved] | [Name] | [Date] |
Technical Specifications | [Pending/Approved] | [Name] | [Date] |
Project Schedule | [Pending/Approved] | [Name] | [Date] |
Risk Assessment
Risk | Impact | Likelihood | Mitigation Plan | Owner |
|---|---|---|---|---|
[Risk 1] | [High/Medium/Low] | [High/Medium/Low] | [Mitigation strategy] | [Name] |
[Risk 2] | [High/Medium/Low] | [High/Medium/Low] | [Mitigation strategy] | [Name] |
[Risk 3] | [High/Medium/Low] | [High/Medium/Low] | [Mitigation strategy] | [Name] |
Implementation Timeline
Phase 1: Project Kickoff
Phase 2: Setup & Configuration
Phase 3: Data Migration
Phase 4: Testing
Phase 5: Training
Phase 6: Go-Live
Phase 7: Post-Implementation Review
Next Steps
Complete outstanding checklist items
Schedule kickoff meeting
Distribute project plan to all stakeholders
Confirm resource allocation
Finalize project schedule
Once all items in this checklist are complete, we'll be fully prepared to begin implementation. Please reach out if you have any questions or concerns.
