Generic Planning Checklist – Part 1

Checklists are a useful tool for verifying your readiness to move from one phase of a technical project to the next.  I realize that’s not exactly a news flash, but it’s something worth repeating occasionally.  That’s why for a number of years I required my students to read The Checklist Manifesto: How to Get Things Right by Atul Gawande.

As an example to my students, I present a somewhat generalized, 14-point checklist in my courses.  It’s patterned after the more elaborate checklists that I use when I’m actually implementing an enterprise system within my area of specialization.

I’ll list the first seven points in this post and the remaining seven in the next post.

  1. Expectations
    • Are performance expectations understood and documented?
    • Will the system meet performance expectations?
    • How were performance expectations validated?
  2. Resources
    • Are all appropriate resources involved in the planning and implementation activities?
  3. Responsibilities
    • Do all parties (management, staff, vendors, consultants) fully understand their responsibilities?
    • Are required contracts signed?
  4. Education and Training
    • Does the project team have the necessary skills?
    • Are there technical classes or training sessions that should be scheduled?
    • Is end user training needed?
    • Do operations personnel need training?
  5. Installation Plan
    • Is an installation plan in place?
    • Are key dates and milestones identified?
    • Has the plan been reviewed with all parties?
  6. Shipment and Delivery
    • Are product ship dates and delivery dates known?
    • Are their special requirements for delivery?
    • Any specific security/access issues?
    • Any loading dock issues?
    • Identified the contact person for delivery communications?
  7. Physical Site Preparation
    • Power, cooling, cabling, floor space/rack space requirements met?
    • Physical access issues?  Elevators?  Site walk-through required/completed?
    • Site planning checklists reviewed and completed?