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Complete readiness checklist

Before you start a project, a readiness assessment should be conducted to confirm that the various pre-requisite processes and enablement are in place and to ensure that you have the other “must haves” ready to create the conditions for a successful project.

The objectives of this assessment are to:

  • Assess the current state.
  • Evaluate how prepared you are to start project work.
  • Reduce budget creep while things are getting ready.
  • Improve communication and transparency.
  • Reduce the likelihood of project failure and risk of delay.


A readiness assessment evaluates three core areas: people, process, and technology. It verifies whether the “nuts and bolts” are ready for project kickoff and the start of the build phase. For example, you need to assess:

  • What roles are needed for the project?
  • What skills should these resources have?
  • How will team resources be enabled?
  • What tasks should be assigned for newly enabled resources?
  • How should we manage blended teams with local and remote resources?

At this point in the project lifecycle, it is assumed that the MLP has already been defined. (See Creating Case Type Backlog)


Conducting an organizational readiness assessment gives your project team and key stakeholders the knowledge and assurance that your project will be successful. It also provides early alerts for potential issues and the ability to address them before they become bigger problems down the line.


  • Complete a readiness checklist, identifying any gaps and preparing a remediation plan with target dates.
  • Agree on the gaps which are on the critical path before you can engage the development team.
  • Use the readiness checklist to confirm your project is ready to start.
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