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Project management audit checklist template

Project management audit checklist template

Get the structure and guidance you need for thorough project evaluations with this detailed audit checklist. Review key phases and identify gaps to keep projects on track.

Use this template
or download pdf
Project management audit checklist template

Get the structure and guidance you need for thorough project evaluations with this detailed audit checklist. Review key phases and identify gaps to keep projects on track.

Use this template
or download pdf

About the Project management audit checklist template

Running a project successfully involves keeping a keen eye on every detail, from start to finish. This project management audit checklist aids you in monitoring progress, evaluating task completion, and keeping communication flowing smoothly. It’s designed to make your project assessments comprehensive and your reporting process efficient so your team can maintain quality and accountability all throughout.

Save time and improve outcomes with a project management audit checklist

The project management audit checklist has four sections: initiation, planning, execution, and closure. Each section includes simple, direct questions for examining different phases of your project so you can keep an eye on everything. By using this tool, you can spot possible issues early, maintain a consistent review process, and confirm that all tasks meet your expectations.

This checklist improves team communication by making sure everyone is informed and up-to-date. It also makes documentation clearer, so sharing updates with your team or stakeholders is easy and transparent.

By going through the checklist, you can avoid common mistakes, manage your projects better, and build confidence in your workflow. Your audits become quicker and more reliable, saving you time and helping you make smarter decisions as the project moves forward.

A step-by-step guide to using the project management audit checklist

Using the checklist is simple, allowing you to gain better oversight of your projects:

  1. Start by reviewing the checklist structure. Open the template in the app and familiarize yourself with the four main sections: initiation, planning, execution, and closure. Each part has targeted questions that guide your review.
  2. Customize the template to fit your project. Edit the checklist to align with your project specifics. Adjust any questions or add new ones that are more relevant to your tasks.
  3. Assign tasks and responsibilities. Use the app’s role assignment feature to delegate checklist sections to team members. This helps keep everyone accountable and ensures thorough project reviews.
  4. Complete the audit during each phase. As the project progresses, fill out the checklist step by step. This way, you’ll keep track of task completions and identify any issues as they arise.
  5. Review results and use analytics. After completing the audit, review the data and summaries provided by the app. You can then track progress, analyze performance, and refine future projects for better results.

Download Lumiform’s project management audit checklist today

Get the structure and support you need to review your projects thoroughly. This project management audit checklist is your go-to tool for streamlining assessments, assigning responsibilities, and maintaining top-level oversight. Use it to guide your team through each project stage seamlessly and capture key insights that improve efficiency.

Related categories

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Preview of the template
Page 1
Project Initiation
Is there a clearly defined project scope and objectives?
Have all key stakeholders been identified and involved?
Is the project charter or initiation document completed?
Have the project roles and responsibilities been clearly defined?
Have the project constraints and assumptions been documented?
Project Planning
Is there a detailed project management plan?
Have the project tasks and deliverables been identified?
Have realistic timelines and deadlines been established?
Is the project budget reasonable and adequately funded?
Have potential risks and mitigation strategies been documented?
Project Execution
Are project tasks being completed on schedule?
Is the project team communicating effectively?
Are any changes or issues being managed properly?
Are project status updates being provided regularly?
Is the project budget being monitored and controlled?
Project Closure
Have all project deliverables been completed and accepted?
Have lessons learned been documented for future reference?
Has the project been formally closed and archived?
Have all project resources been released and reallocated?
Have the project stakeholders been notified of the closure?

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Frequently asked questions

What is the main purpose of a project management audit?

The main purpose of a project management audit is to review the effectiveness, efficiency, and alignment of a project with its objectives. It helps identify what is working well and what needs improvement, offering valuable insights for better project management practices. By doing so, audits contribute to smoother project execution and more successful outcomes.

How often should I conduct a project management audit?

You should conduct project management audits at key project milestones, such as after the initiation, during mid-project reviews, and before project closure. Regular audits during these stages allow you to track progress, identify potential issues early, and maintain alignment with project goals. For long-term projects, consider quarterly audits for consistent oversight.

What key data should I collect during an audit?

Collect data that provides a comprehensive view of your project, such as timelines, budget adherence, task completion rates, risk management actions, and communication effectiveness. Also, gather feedback from team members and stakeholders to understand their perspectives.

How do I prepare my team for an effective project audit?

Prepare your team by explaining the audit’s purpose and its benefits, such as improving workflow and project clarity. Share the checklist and other materials they will use and set clear expectations about participation. Schedule a pre-audit briefing to address any questions and promote open, constructive input during the process.


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.
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