Managing Multiple Projects – Sydney, Australia

Internal Project Closeout Checklist

Designed for use to ensure effective and thorough close-out of all project activities

Project ID --

PM Name: (Project Manager's Name here)

E-mail address: @.

Commercials/Financials approved by Accounting

Customer Sign-off/Completion Certificate

External Post-Implementation Review Conducted

Internal Post-Implementation Review Conducted

Lessons Learned Added to Corporate Database

Resource bonuses/rewards paid

Resources reassigned

Project Records Archived

Internal Sponsor Signed Off

Celebration

Project Success Metric as assigned by Sponsor

Form PC 203-12A Form Completed: , 20

Multi-Project Assessment

Designed for Cross-Project Reviews and analyses

Project / Project / Project / Project
Objective:
(This form box is to identify the business objective of the project & deliverables) / Objective:
(This form box is to identify the business objective of the project & deliverables) / Objective:
(This form box is to identify the business objective of the project & deliverables) / Objective:
(This form box is to identify the business objective of the project & deliverables)
Purpose:
(This form box is to identify the internal rationale for pursuing this work) / Purpose:
(This form box is to identify the internal rationale for pursuing this work) / Purpose:
(This form box is to identify the internal rationale for pursuing this work) / Purpose:
(This form box is to identify the internal rationale for pursuing this work)
Stakeholders:
(List at least five key stakeholders associated with this project) / Stakeholders:
(List at least five key stakeholders associated with this project) / Stakeholders:
(List at least five key stakeholders associated with this project) / Stakeholders:
(List at least five key stakeholders associated with this project)
Stakeholder’s Objectives:
(For each stakeholder, list at least one motivator for project participation) / Stakeholder’s Objectives:
(For each stakeholder, list at least one motivator for project participation) / Stakeholder’s Objectives:
(For each stakeholder, list at least one motivator for project participation) / Stakeholder’s Objectives:
(For each stakeholder, list at least one motivator for project participation)
Organizational Priorities Served:
(Identify specific organizational priorities served) / Organizational Priorities Served:
(Identify specific organizational priorities served) / Organizational Priorities Served:
(Identify specific organizational priorities served) / Organizational Priorities Served:
(Identify specific organizational priorities served)

Strategy Matrix

Designed for at-a-glance Risk Response Reviews

Risks / S / T / R / A / T / E / G / Y
O++/-- / O++/-- / O++/-- / O++/-- / O++/-- / O++/-- / O++/-- / O++/--
O++/-- / O++/-- / O++/-- / O++/-- / O++/-- / O++/-- / O++/-- / O++/--
O++/-- / O++/-- / O++/-- / O++/-- / O++/-- / O++/-- / O++/-- / O++/--
O++/-- / O++/-- / O++/-- / O++/-- / O++/-- / O++/-- / O++/-- / O++/--
O++/-- / O++/-- / O++/-- / O++/-- / O++/-- / O++/-- / O++/-- / O++/--
O++/-- / O++/-- / O++/-- / O++/-- / O++/-- / O++/-- / O++/-- / O++/--
Sum / 0-5-4-3-2-1123456 / 0-5-4-3-2-1123456 / 0-5-4-3-2-1123456 / 0-5-4-3-2-1123456 / 0-5-4-3-2-1123456 / 0-5-4-3-2-1123456 / 0-5-4-3-2-1123456 / 0-5-4-3-2-1123456
$$ / O++/-- / O++/-- / O++/-- / O++/-- / O++/-- / O++/-- / O++/-- / O++/--
Schedule / O++/-- / O++/-- / O++/-- / O++/-- / O++/-- / O++/-- / O++/-- / O++/--

Players/Objectives Review Sheet

Designed to ensure consistent and thorough review of project stakeholders and their respective objectives

Stakeholder Names / Objectives
Name / Overt Objectives
Covert or non-documented objectives
Name / Overt Objectives
Covert or non-documented objectives
Name / Overt Objectives
Covert or non-documented objectives
Name / Overt Objectives
Covert or non-documented objectives

Internal Authority to Proceed

Form Propriety / Item / Responsible Name / Signature / Date
Not Yet DeterminedApplicableNot Applicable / Customer Sign-off / JanFebMarAprMayJunJulAugSepOctNovDec 01230123456789, 2001234567890123456789
Not Yet DeterminedApplicableNot Applicable / Executive Summary / JanFebMarAprMayJunJulAugSepOctNovDec 01230123456789, 2001234567890123456789
Not Yet DeterminedApplicableNot Applicable / Business Benefits / JanFebMarAprMayJunJulAugSepOctNovDec 01230123456789, 2001234567890123456789
Not Yet DeterminedApplicableNot Applicable / Critical Success Factors / JanFebMarAprMayJunJulAugSepOctNovDec 01230123456789, 2001234567890123456789
Not Yet DeterminedApplicableNot Applicable / Stakeholder Identification / JanFebMarAprMayJunJulAugSepOctNovDec 01230123456789, 2001234567890123456789
Not Yet DeterminedApplicableNot Applicable / Customer Contact Preferences/ Information / JanFebMarAprMayJunJulAugSepOctNovDec 01230123456789, 2001234567890123456789
Not Yet DeterminedApplicableNot Applicable / Time Frame, including deadline and interim deadlines / JanFebMarAprMayJunJulAugSepOctNovDec 01230123456789, 2001234567890123456789
Not Yet DeterminedApplicableNot Applicable / $ Cost / JanFebMarAprMayJunJulAugSepOctNovDec 01230123456789, 2001234567890123456789
Not Yet DeterminedApplicableNot Applicable / $ Price / JanFebMarAprMayJunJulAugSepOctNovDec 01230123456789, 2001234567890123456789
Not Yet DeterminedApplicableNot Applicable / Scope Defined / JanFebMarAprMayJunJulAugSepOctNovDec 01230123456789, 2001234567890123456789
Not Yet DeterminedApplicableNot Applicable / Resources Assigned (Material/ Human) / JanFebMarAprMayJunJulAugSepOctNovDec 01230123456789, 2001234567890123456789
Not Yet DeterminedApplicableNot Applicable / Project ID / JanFebMarAprMayJunJulAugSepOctNovDec 01230123456789, 2001234567890123456789
Not Yet DeterminedApplicableNot Applicable / Sponsors / JanFebMarAprMayJunJulAugSepOctNovDec 01230123456789, 2001234567890123456789
Not Yet DeterminedApplicableNot Applicable / Steering Committee / JanFebMarAprMayJunJulAugSepOctNovDec 01230123456789, 2001234567890123456789
Not Yet DeterminedApplicableNot Applicable / Risk Mitigation / JanFebMarAprMayJunJulAugSepOctNovDec 01230123456789, 2001234567890123456789
Not Yet DeterminedApplicableNot Applicable / Communications Plan / JanFebMarAprMayJunJulAugSepOctNovDec 01230123456789, 2001234567890123456789
Not Yet DeterminedApplicableNot Applicable / Contractual/ Legal / JanFebMarAprMayJunJulAugSepOctNovDec 01230123456789, 2001234567890123456789
Not Yet DeterminedApplicableNot Applicable / Project Size/ Complexity / JanFebMarAprMayJunJulAugSepOctNovDec 01230123456789, 2001234567890123456789

Program Status Summary

Leader / $$ / Schedule / Quality / MoraleCustomer Sat / PhaseInitiationDesignDevelopmentPlanningImplementationTermination / If Red, Comment
Project Name / N/AGreenYellowRed / N/AGreenYellowRed / N/AGreenYellowRed / N/AGreenYellowRed
Project Name / N/AGreenYellowRed / N/AGreenYellowRed / N/AGreenYellowRed / N/AGreenYellowRed
Project Name / N/AGreenYellowRed / N/AGreenYellowRed / N/AGreenYellowRed / N/AGreenYellowRed
Project Name / N/AGreenYellowRed / N/AGreenYellowRed / N/AGreenYellowRed / N/AGreenYellowRed

Red = Performance < 90%

Yellow = Performance >90%, ≤95%

Green = Performance >95%

Project File Cover Sheet

Project Name:

Leader:

Sponsor:

Project Management Checklist

Project Step / Date Complete / Comment / Status
Charter / Not StartedUnderwayComplete
Project Approval / Not StartedUnderwayComplete
Project Plan / Not StartedUnderwayComplete
-Risk Plan / Not StartedUnderwayComplete
-Communications Plan / Not StartedUnderwayComplete
-Quality Plan / Not StartedUnderwayComplete
-Procurement Plan / Not StartedUnderwayComplete
-Schedule / Not StartedUnderwayComplete
-Integration Plan / Not StartedUnderwayComplete
-Resource Plan / Not StartedUnderwayComplete
Execution Milestone 1 / Not StartedUnderwayComplete
Execution Milestone 2 / Not StartedUnderwayComplete
Execution Milestone 3 / Not StartedUnderwayComplete
Review/ Close-out / Not StartedUnderwayComplete
Follow-up Review / Not StartedUnderwayComplete