Operational Readiness Checklist Template - Free Editable PDF

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Operational readiness checklist template

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Use this template with Lumiform

The Lumiform application helps frontline teams uphold internal standards effortlessly.

Customize this template or build your own
Fill out templates via mobile app
Assign and track corrective actions
Get reports and analyse your data

Prices start from ░░░ per month

Book a demo

Learn more

We created this operational readiness checklist template to bridge the gap between project completion and successful implementation. This structured assessment tool guides you through evaluating the five critical pillars of readiness: people, processes, systems, documentation, and risk management.

Rather than discovering gaps after launch, you can proactively identify and address potential issues. For instance, when transitioning to a new IT infrastructure, this template helps ensure proper data migration, staff preparedness, and system testing—preventing the operational disruptions that affect major system implementations without proper readiness planning.

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Preview of the template

Project Information

Project Title

Business Need

Goals/Scope/Purpose

Stakeholders

Name of Reviewer

Operational Readiness Review

Verify if the following requirements have passed or not the set standards. Photos of supporting documents may be attached as evidence.

Documentation

Has the System Engineer Program Plan been developed and approved?

Has the Startup Plan been developed and approved?

Has the Engineering Procedure Set been developed and approved?

Has the business owner reviewed and signed the documents?

Training

Does the current manpower count match the one in the plan?

Is the appropriate service training plan approved and has it been provided to the Operational Test group?

Was the required training administered for all personnel, as planned?

Environmental and Safety

Does the facility comply with environmental compliance requirements?

Does the system comply with occupational safety and health requirements?

Does the system comply with hazardous wastes requirements, if applicable?

Is the safety management system documented and approved by authorities?

Emergency Preparedness

Has the Emergency Management Plan been documented and approved?

Has the contractor completed a Hazards Survey to examine presence of hazards and their potential impact?

Has the Service Agreements (emergency and medical external support) been provided and agreed upon?

Systems Testing

Is the Test and Evaluation Master Plan approved?

Has all the required documentation been delivered to be provided to the Operational Test group?

Have all resources required for the Operational Test (e.g. instrumentation, simulators, targets) been provided to the Operational Test Group?

Is the required personnel training point person available during the Operational Test & Evaluation?

Are the required critical resources identified with back-ups planned and available during the Operational Test & Evaluation?

Have all Development Test and Evaluation (DT&E) data been published via a report?

Has the Operational Test team received and reviewed the DT&E data?

Startup Program

Has the Commissioning Plan been developed and approved?

Has the Maintenance Program Plan been developed and approved?

Has the Startup Plan been developed and approved?

Has the Startup Review Board Charter been developed and approved?

Observations

Details

Rating

Conclusion of Operational Readiness Review

Summary

Recommendation for Certification

Project Manager's Name and Signature

Position

Date Signed

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Frequently asked questions

What makes an operational readiness checklist different from a standard project checklist?

An operational readiness checklist focuses specifically on transition readiness rather than project completion. It evaluates whether systems, people, and processes are prepared for ongoing operations, addressing gaps between project delivery and operational success. Standard project checklists track task completion, while operational readiness ensures sustainable functionality after handover.

How do I customize the operational readiness checklist for my specific industry?

Start by identifying the critical operational components unique to your industry. Adjust sections on regulatory compliance, specialized equipment verification, and industry-specific training requirements. Consult with subject matter experts to ensure all technical aspects are in check, then tailor the verification criteria to reflect your organization’s operational standards.

What are the most critical sections to include in an operational readiness checklist?

Focus on personnel readiness (training, staffing levels), systems functionality (testing, integration), documentation (procedures, compliance), risk management (contingency plans), and resource availability (equipment, supplies). These core areas form the foundation of operational readiness and should be thoroughly assessed regardless of project type or industry.

When is the best time to start using an operational readiness checklist?

Begin using the checklist early in your project lifecycle, not just before launch. Introduce it during planning phases to identify requirements, revisit during development to track progress, and complete final verification before going live. Early implementation helps identify gaps when they’re still manageable rather than discovering them during critical transition periods.

This template, developed by Lumiform employees, serves as a starting point for businesses using the Lumiform platform and is intended as a hypothetical example only. It does not replace professional advice. Companies should consult qualified professionals to assess the suitability and legality of using this template in their specific workplace or jurisdiction. Lumiform is not liable for any errors or omissions in this template or for any actions taken based on its content.