Best for
Anyone running projects with more than one moving part.
Use this when
Before work begins, after the agreement is signed.
Preview
Before the kickoff meeting
[ ] Signed agreement or written approval in hand [ ] Deposit or first payment received [ ] Scope document finalized (see Scope-of-Work Template Outline) [ ] Project folder and naming convention set up [ ] Team assigned with roles clear (see Role and Responsibility Worksheet) [ ] Timeline drafted with milestones and dependencies [ ] Budget and hours allocated [ ] Risks listed with owners [ ] Intake questionnaire reviewed
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