Checklist for a properly planned project, Technical Information Paper TIP 0408-01 (2023)

 
This Technical Information Paper is an instrument for guiding and auditing the planning phase of capital project development. It can be applied to a wide range of project types and sizes. The primary function of this TIP is to verify that the factors and issues that impact project success have been addressed in a systematic manner. The checklist establishes schedule milestones for each activity of the three basic phases of the project planning process. Another function of the TIP is to assign ownership to the various planning activities. TIP 0408-01 provides a useful tool for evaluating the readiness to proceed to the next step of project implementation.


The checklist includes activities common to all capital projects; however, some activities listed would only be appropriate for more complex projects. Therefore, the activities listed are to prompt thought, for example, does my project involve any aspect of environmental impact? The activities are arranged from top to bottom in the order of thought as one approaches the project. Activities are selected as appropriate for the project, responsibilities and schedules defined. The bold outlines indicate the most likely phases the section applies to. In most cases it is all three.