Project Initiation Checklist

Complete the inputs below to initiate your strategic project. Velora will assist in summarizing your entries.

1. Define Project Purpose

Why are we doing this?
What problem are we solving?
What’s the business case?

2. Identify Stakeholders

Who is impacted?
Who has authority or input?
What are their needs?

3. Outline Objectives & Scope

What’s in vs out of scope?
What does success look like?
What KPIs will we track?

4. Assign Project Owner & Roles

Who leads the project?
Who are the contributors?
What’s the RACI matrix?

5. Define High-Level Timeline

What are the major phases?
When do we start and end?
What are key dates?

6. Identify Risks & Dependencies

What could delay success?
Are there external blockers?
What’s the mitigation plan?

7. Secure Resources & Budget

What’s the team & tools?
What’s the budget & funding?
Are approvals in place?

8. Draft Project Charter

Pull inputs into a charter
Define governance structure
Prepare for kickoff

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