Project Planning Worksheet
Project / intended outcome
Budget and target date
Project owner
First milestone
Define the scope
- Write the desired outcome in one sentence.
- List the work included and the work outside the scope.
- Identify budget limits, target dates and dependencies.
- Separate coordination tasks from work requiring a qualified provider.
Compare providers
- Ask each provider to quote the same written scope.
- Compare inclusions, exclusions, payment stages and change procedures.
- Identify needed permits, insurance or credentials with the appropriate professional.
- Keep written decisions and approved changes in the project file.
Track delivery
- Assign an owner and due date to every milestone.
- Record blockers and what decision is needed to remove them.
- Review progress against scope and budget at a regular interval.
- Confirm completion, outstanding issues and handoff documents.
Action tracker
| Task / question | Owner | Due date | Status |
|---|---|---|---|
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