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Use a project management checklist template to track key developments

If you're working on a project that involves design, IT, software development, or engineering, it can be helpful to have a project planning checklist. This project management checklist can help you streamline the process and ensure that everything is done according to plan.

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Use a project management checklist template to track key developments


Goal setting

Project Name
Start Date
Due Date
Total number of days to complete the project
Project Purpose or Expected Outcome
End results of the project
Assumptions you expect to hold true
Limitations or Constraints

Project Planning

Project Purpose or Expected Outcome
Project Team and Contact Info
Contact Info
Area of Strength


Team Member Responsible for Task
Time Needed to Complete
Start Date
End Date
Total Time Needed


Date when the task needs to be performed



Team Charter

When will the team meetings occur?
Project Checkpoints
Project Problems/Changes
Identify the problem
Discuss the problem
Determine why the problem has happened
Discuss possible solutions
Choose a solution
Try Solution
Analyze Results
List resolution methods used
Escalate to Executive Project Manager if no resolution is possible

Project Plan Viability

Is the plan complete and doable?
Do I feel confident in my overall plan, and do the pieces fit together to support the goal?
Do I have all the requirements clearly stated and understood?
Is my task list complete and in the order it needs to be done?
Is my estimate realistic and can I get the project done on time?
Do I need help learning how to do any of the tasks?
Have I scheduled the tasks so I can work at a comfortable pace without too many things lumped together?
Is my schedule up-to-date with my planned activities?
Have I added wiggle room between tasks in case I need to adjust the schedule later?
Do I know what materials and tools I need?
Can I get the materials and tools by the time I need them?
Have I talked with people I need help from to know when they are available?
Do I need money for my project? If so, do I have it or know where it will come from?

Project Health

Regular monitoring of your project is key to successful results.

Progress Checklist

Update schedule with new or changed activities and tasks.
Check off completed tasks on planning worksheet.
Review previous week’s Project Health Check for any unresolved issues.

Project Health Check Questions

Will the project finish on time? If not, figure out how to get back on schedule.
Are there any big problems or issues you’re stuck on? If so, how will you resolve them?
Are there any changes that you need to consider making? If yes, evaluate the change and decide what to do.
Are you on track to achieve your goal? If not, figure out why and how to proceed.

Evaluating Change

1. What is the purpose and expected outcome for the change? Describe the proposed change.
2. What overall impact will this change have on the project?
Potential Impact Area Describe how the change will impact each area. Goal Deliverables Requirements Tasks Estimate & Schedule
3. Will it take more time or money to make the change? If so, how much?
4. If I make this change, will I still be able to achieve the project goal? Yes/No
5. Should I make the change? Yes/No

Project Lessons Learned

At the end of every project, it’s important to do a “lesson’s learned” review. This is how to continually learn from past experience in order to benefit from it in the future.
Project Name: Date Due: Date Finished:
What went well that you’d like to repeat on future projects?
What didn’t go well that you’d like to avoid doing on future projects?
Did you achieve your goal? If not, why?
How well did your plan support achieving your goal?
Did the deliverables turn out like you expected? If not, why?
Were all the requirements met? If not, why?
Were all the tasks completed? If not, why?
Were the estimates close to the actual time it took to do the work? If not, why?
Did the schedule work out? If not, why?
What problems happened during the project? Were they preventable?
Did progress go as planned? If not, why?
Did you make any changes during the project? If so, how did they turn out?
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Project management checklist for a successful project

A project management checklist can help you identify problems and opportunities for existing and future projects, revealing insights that can help you make better decisions. Assessing the success of your project and implementing further tactics will be easier with a project planning template.

For complicated projects in the realms of design, IT and software development, building and engineering, as well as restructuring practices, a project management checklist is a great way to boost your efficiency. It is carried out by project managers or external auditors, who frequently interview stakeholders and members of the project team in-depth for this purpose.

Lumiform’s project management checklist can be customized to your project's needs and enjoy the benefits of conducting digital and optimal project audits.

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