Project Management Checklist

When you are in charge of the management of a project, it is important use a Project Management Checklist to remain organized and to keep track of the various tasks involved within the project. Not only is it important to keep track of the tasks themselves, but it is equally important to keep track of progress that has been made while maintaining awareness of the deadlines with a Project Management Checklist. Project Management Checklists are essential for successful completion, and having a well detailed to-do to keep track of the projects’ elements is vital.

The template helps to spell out in plain language the necessary details that are needed and is easy to use. The Microsoft Word Template is available for download for free on this page and it delivers a personalized product that will make it easy to get all of the tasks done.

How to Use the Project Management Checklist Template Word Document

  • First, insert the name of the person or person who are responsible for completing the tasks outlined on the to-do list.
  • Second, complete the deadline field with the date that all of the tasks are needed be completed by.
  • Third, fill in the individual tasks in the fields in the phase fields. Each project can be broken down into a total of 9 phases that may need to be completed. complete details that explain the purpose of the field trip. The template already designates the planning, preparation, paperwork, hand-off and follow up phases, but it also allow 4 additional fields for additional phases that may involved in the project.
  • Fourth, be sure to indicate the due date that pertains to each phase. The dates may be entered as numerical dates if you wish because the template will automatically convert the dates into a unified calender expression that will include the day, month and year form for easy viewing. Its acceptable to complete these fields in any order you wish, and the list can be sorted by dates by clicking on the drop down menu and selecting the criteria in which you wish the list to be organized
  • Fifth, include any notes or special instructions that may be needed in order to complete each task within the projects. The drop down menu allow for easy organization, and can be used to sort the information in accordance to your needs and desires.
  • Sixth, repeat the previous steps for each project on the to-do list.
  • Lastly, as the tasks and projects are completed, use the drop down menu to select the percentage of completion. This will assist with keeping track of uncompleted tasks and easily assess the amount of work that is needed in order to complete each task. The drop down menu also allows you to prioritize assignments by sorting the tasks in order by the level of progress marked next to each task.

Tips for Using the Project Management Checklist Template Word Document

  • First, make sure to include as much detailed information as possible on the Project Management Checklist so that all of the tasks and assignments and their corresponding details are in one place to avoid having information spread out in various places
  • Second, be sure to continuously update the Project Management Checklist when each phase is completed. This ensures that the Project Management Checklist remains updated and accurate.

Download: Project Management Checklist

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