PRINCE2 Checklist and Flowchart
Recently a simple statement of PRINCE2 governance structures was provided. From this it is possible to derive a checklist for project managers to tick off, just to make sure that everything is done. Please note that this checklist is tailored and combines some functions. For example, there is no Business Review Plan as it is argued that any sensible project should incorporate these into the Business Case and the Project Plan.
A simple graphic is provided to assist with this process
Responsibility and Management Checklist
This responsibility and management checklist is derived from the equivalent QMS documents and the PRINCE2 manual (Managing Success Projects with PRINCE2, UK Office of Government Commerce, 2009), tailored for the V3 environment (e.g., Project role descriptions are predefined and team member roles in the Project Initiation Document, the role of Project Assurance has been rolled into the Project Board, and the Benefits Review Plan into the Business Case, the Quality Register has been rolled into Issues and Configuration Item Register etc).
Produce - Response for item's production, assembling or updating. Unless otherwise stated, implicit approval
Review - Responsible for reviewing item, independent of production or approval.
Approve - Responsible for approving item, following a review.
Pre-Project and Start-Up (SU)
|
Responsiblity |
Activity |
Action |
|---|---|---|
|
Corporate |
Project Mandate |
Produce |
|
Corporate |
Executive Appointment |
Produce |
|
Executive |
Project Manager Appointment |
Produce |
|
Project Manager |
Create Daily Log |
Produce |
|
Project Manager |
Lessons Log |
Produce |
|
Project Manager |
Update Daily Log |
Produce |
|
Project Manager |
Appoint Project Team |
Produce |
|
Executive |
Appoint Project Team |
Approve |
|
Executive |
Appoint Project Board |
Produce |
|
Executive |
Lessons Log |
Review |
|
Senior User |
Lessons Log |
Review |
|
Senior Supplier |
Lessons Log |
Review |
|
Project Manager |
Outline Business Case |
Produce |
|
Executive |
Outline Business Case |
Approve |
|
Project Manager |
Project Product Description |
Produce |
|
Senior User |
Project Product Description |
Approve |
|
Senior Supplier |
Project Product Description |
Approve |
|
Executive |
Project Product Description |
Approve |
|
Project Manager |
Update Daily Log |
Produce |
|
Project Manager |
Project Brief |
Create |
|
Senior User |
Project Brief |
Review |
|
Senior Supplier |
Project Brief |
Review |
|
Executive |
Project Brief |
Approve |
|
Project Manager |
Update Daily Log |
Produce |
|
Project Manager |
Initiation Stage Plan |
Produce |
|
Senior User |
Initiation Stage Plan |
Approve |
|
Senior Supplier |
Initiation Stage Plan |
Approve |
|
Executive |
Initiation Stage Plan |
Approve |
|
Project Manager |
Update Daily Log |
Produce |
Project Management Initiation (IP)
|
Responsiblity |
Activity |
Action |
|---|---|---|
|
Project Manager |
Risk Management Strategy |
Produce |
|
Project Manager |
Risk Register |
Produce |
|
Project Manager |
Configuration Strategy |
Produce |
|
Project Manager |
Configuration Item Records |
Produce |
|
Project Manager |
Quality Management Strategy |
Produce |
|
Project Manager |
Communications Strategy |
Produce |
|
Project Manager |
Detailed Business Case |
Produce |
|
Project Manager |
Project Plan |
Produce |
|
Project Manager |
Issue Register |
Produce |
|
Project Manager |
Update Daily Log |
Produce |
|
Project Manager |
Project Initiation Document |
Produce |
|
Senior User |
Project Initiation Document |
Approve |
|
Senior Supplier |
Project Initiation Document |
Approve |
|
Executive |
Project Initiation Document |
Approve |
|
Project Manager |
Update Daily Log |
Produce |
Controlling a Stage (CS)
|
Responsiblity |
Activity |
Action |
|---|---|---|
|
Project Manager |
Highlight Report |
Produce |
|
Senior User |
Highlight Report |
Review |
|
Senior Supplier |
Highlight Report |
Review |
|
Executive |
Highlight Report |
Review |
|
Project Manager |
Update Daily Log |
Produce |
|
Project Manager |
Exception Report |
Produce |
|
Senior User |
Exception Report |
Approve |
|
Senior Supplier |
Exception Report |
Approve |
|
Executive |
Exception Report |
Approve |
|
Project Manager |
Update Daily Log |
Produce |
|
Project Manager |
Exception Plan |
Produce |
|
Senior User |
Exception Plan |
Approve |
|
Senior Supplier |
Exception Plan |
Approve |
|
Executive |
Exception Plan |
Approve |
|
Project Manager |
Update Daily Log |
Produce |
Managing Product Delivery (MP)
|
Responsiblity |
Activity |
Action |
|---|---|---|
|
Team Leader |
Team Plan |
Produce |
|
Project Manager |
Team Plan |
Approve |
|
Senior Supplier |
Team Plan |
Approve |
|
Project Manager |
Work Package |
Produce |
|
Team Leader |
Work Package |
Approve |
|
Project Manager |
Update Configuration Record |
Produce |
|
Project Manager |
Update Risk Register |
Produce |
|
Project Manager |
Issue Register |
Produce |
|
Project Manager |
Team Plan |
Review |
|
Project Manager |
Update Stage Plan |
Produce |
|
Project Manager |
Escalate Issues and Risks |
Produce |
|
Project Manager |
Checkpoint Report |
Produce |
|
Project Manager |
Update Daily Log |
Produce |
Managing Stage Boundaries (SB)
|
Responsiblity |
Activity |
Action |
|---|---|---|
|
Project Manager |
Update Project Plan |
Produce |
|
Product Manager |
Update Business Case |
Produce |
|
Project Manager |
Update Configuration Records |
Produce |
|
Project Manager |
End Stage Report |
Produce |
|
Senior User |
End Stage Report |
Approve |
|
Senior Supplier |
End Stage Report |
Approve |
|
Executive |
End Stage Report |
Approve |
|
Project Manager |
Update Daily Log |
Produce |
|
Project Manager |
Stage Plan |
Produce |
|
Senior User |
Stage Plan |
Approve |
|
Senior Supplier |
Stage Plan |
Approve |
|
Executive |
Stage Plan |
Approve |
|
Project Manager |
Update Daily Log |
Produce |
|
Project Manager |
Update Initiation Document |
Produce |
|
Senior User |
Update Initiation Document |
Approve |
|
Senior Supplier |
Update Initiation Document |
Approve |
|
Executive |
Update Initiation Document |
Approve |
|
Project Manager |
Update Risk Register |
Produce |
|
Project Manager |
Update Issue Register |
Produce |
|
Project Manager |
Updtae Configuration Record |
Produce |
|
Project Manager |
Update Daily Log |
Produce |
Closing a Projects (CP)
|
Responsiblity |
Activity |
Action |
|---|---|---|
|
Project Manager |
Update Project Plan |
Produce |
|
Project Manager |
Update Initiation Document |
Produce |
|
Project Manager |
Update Risk Register |
Produce |
|
Project Manager |
Update Issue Register |
Produce |
|
Project Manager |
Updtae Configuration Record |
Produce |
|
Project Manager |
Follow-On Recommendations |
Produce |
|
Project Manager |
Lessons Report |
Produce |
|
Project Manager |
Update Business Case |
Produce |
|
Project Manager |
Additional Work Estimates |
Produce |
|
Project Manager |
Update Daily Log |
Produce |
|
Project Manager |
End Project Report |
Produce |
|
Senior User |
End Project Report |
Approve |
|
Senior Supplier |
End Project Report |
Approve |
|
Executive |
End Project Report |
Approve |
|
Project Manager |
Acceptance Record |
Produce |
|
Senior User |
Acceptance Record |
Approve |
|
Senior Supplier |
Acceptance Record |
Approve |
|
Executive |
Acceptance Record |
Approve |
|
Project Manager |
Close Registers |
Produce |
|
Project Manager |
Close Logs |
Produce |
|
Project Manager |
Close Records |
Produce |
|
Project Manager |
Closure Notification |
Produce |
|
Senior User |
Closure Notification |
Approve |
|
Senior Supplier |
Closure Notification |
Approve |
|
Executive |
Closure Notification |
Approve |
| Attachment | Size |
|---|---|
 genericPRINCE2.png | 40.78 KB |