Checklists are a tool I use as a project manager. They serve as a reminder to trigger actions that need to be taken on a given project. This is an example of a checklist I use for closing completed projects. For starting projects see my post on project start checklists.
- Verify invoicing is complete and balance schedule of values (SOV).
- Review PCO log (potential change orders) for any missed billing or open PCOs.
- On Project Management Software (we use Viewpoint), make sure all cost are entered and cost projections balance to 100%.
- On PM Software close any remaining open purchase orders.
- On PM Software close and archive project.
- Remove project folder from active jobs on network drive and archive.
- Purge hard copies of drawings and files (digital archives are retained for one year from project completion).
- Review project hours versus bid hours for detailing, project management, and fabrication. Communicate results to estimating department and related parties.
- Review actual material costs versus bid and communicate results to purchasing and estimating departments.
- Project team write a “Lessons Learned” list lead by the Project Manager.
I will give more detail about the lessons learned list in a future post.
My inspiration for creating this comes from the book The Checklist Manifesto by Atul Gawande.