Project Management Checklists

1.

Project Initiation

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  • New client proposals
  • Repeat client check-ins
  • Signed contract (with budget and scoping)
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2.

Project Preparation

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  • Add to WMJ
  • Create timeline
  • Assign team members
  • Schedule kick off
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3.

Project Kick-Off

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  • Hold kick-off meeting
  • Gather and document all relevant project info
  • Address any scope or timeline concerns
  • Create content collaboration docs, as needed
  • Re-cap communication to all team members
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4.

Collect Assets & Handoff

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  • Collect all relevant text content, graphic assets, vendor configurations, etc.
  • Create dev environment
  • Create Maker Guide with all build notes
  • Organize assets in one-stop location (server, drop box, google docs, etc.)
  • Hold hand-off meeting with maker(s)
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5.

Build

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  • TBD, depending on project type
  • Testing / Internal creative review
  • Hold revision rounds as needed
  • Track scope changes, build hours, etc.
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6.

Project Deployment

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  • Launch/deploy project to production environment
  • Schedule archive/delete, if applicable
  • Archive/delete dev environment
  • Infrastructure maintenance
  • Revisions, additions, and content management, as needed
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7.

Recon

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  • Cross-check VCC & ODC
  • Complete Vendor Invoice
  • Update I/O Financial Grid
  • Get recon approval from I/O Director, then internal team and/or accounting
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8.

Wrap-Up

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  • Archive/delete production environment, if applicable
  • Archive WMJ project
  • Project debrief
  • Schedule next year’s project check-in (if relevant)
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