Using the Checklists

To successfully deliver a high quality project, you need to complete all items in the checklists, preferably in order:

  1. The checklists are defined according to the Persona (role) involved. Each person should use the checklist appropriate to their role in the project.

  2. The checklists cover the Required Documents and Deliverables for each milestone - the relevant persona must set the status and quality fields appropriate.

    NOTE
    There is not a direct 1:1 relationship between the individual required documents and deliverables.
  3. Based on the statuses of the Required Documents and Deliverables, the worksheets Project Heartbeat and Status by Role are automatically updated to give you an up-to-date indication of the progress and health of your project.

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