Table of Contents
- Checklist Template Bundle
- 11+ Project Onboarding Checklist Templates in Google Docs | Word | Excel | Numbers | Pages | PDF
- 1. Onboarding Checklist Template
- 2. Monthly Checklist Template
- 3. Checklist Sample Template
- 5 Steps to Prepare a Project Onboarding Checklist
- 4. Project Checklist Template
- 5. Simple Checklist Template
- 6. Blank Checklist Template
- 7. Free Onboarding Checklist Template
- 8. Free Maintenance Checklist Template
- 9. Free Daily Checklist Template
- 10. Project Management Plan Checklist
- 11. Project Close-out Checklist
- 12. Project Audit Checklist
11+ Project Onboarding Checklist Templates in Google Docs | Word | Excel | Numbers | Pages | PDF
The 2017 findings in the Pulse of the Profession show that there’s an ever-increasing success rate in implementing projects due to the active project management plans or strategies. The project management plan is a useful practice in which the business company learns to initiate, plan, analyze, and execute the project plans in a given time with the resources available. So to help you manage and onboard a new project better, we have prepared a list of checklist templates and a step-by-step guideline below. Consider exploring this article and take whatever it is that you and your team need to onboard your project effectively.
Checklist Template Bundle
11+ Project Onboarding Checklist Templates in Google Docs | Word | Excel | Numbers | Pages | PDF
1. Onboarding Checklist Template
Make use of our ready-made Onboarding Checklist Template to help you determine the things that your team has to meet to efficiently onboard the new project. Since this onboarding checklist template comes with the original content and a layout, we made sure that you can modify them using Google Docs, MS Word, and Pages file formats. So, don’t just let it slip through your hands. Download it right there and then!
2. Monthly Checklist Template
Monitor the progress of your project every month by using this Monthly Checklist Template. Determine the lacking aspects that your project might need as you provide a summarized list in this checklist template. Personalize it with ease in Google Docs, MS Word, and Pages, and make sure to print it either in A4 or US letter sizes. If you badly need one right now, you may download the template immediately!
3. Checklist Sample Template
Are you looking for a checklist sample template to edit today? Perhaps, this Checklist Sample Template is what you need to download and utilize. With this template with you, it would be easier for you and your team to plan and onboard a new project without too much hassle and stress. All you have to do is provide relevant information using Google Docs, MS Word, and Pages. What are you still staring at your screen? Secure a copy of this template right now!
5 Steps to Prepare a Project Onboarding Checklist
Step 1: Create a Team
Onboarding a project requires a resourceful and dedicated team that would fittingly handle it. With that, the first step demands you to form a team that will help you in the whole project management process. Make sure to pick people who are reliable enough even when you don’t monitor them every single time. And train them on how they need to carry out the project effectively and efficiently.
Step 2: Come Up With a Project
An excellent project is a product of a good discussion—often a discourse that accepts suggestions and takes every opinion an opportunity to develop a better plan —and allows every member of a team to participate. As a team leader, make sure that everyone can talk, and each of them will be able to listen when one member airs out his/her thoughts. Communicate effectively and process every opinion constructively.
Step 3: Prepare the Tools and the Equipment
Get to prepare the necessary tools and equipment to onboard the project in a cost-effective manner. In doing so, allow every member to have full access to every paraphernalia and material such as a simple timesheet or a time-tracking device, communication equipment, and other collaboration tools. In this way, you can expect the team to contribute to the success of your project thoroughly.
Step 4: Meet to Plan
A meeting with a group can help everyone build not only a new project but also a strong relationship that will last even after the project is fully delivered and executed. Aside from that, a meeting serves as an official discussion where you will be able to provide the guidelines and the necessary policies that a team needs to follow. So, make sure each member is present for a smooth process.
Step 5: Onboard a New Project
After following all these steps, it’s now time to onboard and introduce the new project to the sponsors and other members of the company. Assign people who will do the specific task. And ensure that everyone can still participate in onboarding a new project. You can make use of the checklist templates provided above to help you identify the relevant job roles to carry out. Undoubtedly, it can help the team accomplish the task efficiently and effectively.
4. Project Checklist Template
Get to plan your new project effectively with the help of our ready-made Project Checklist Template today. The template is now made available in A4 and US print sizes, perfect for commercial as well as personal printing. So, if you are in dire need of this project checklist template, download it now without hesitation!
5. Simple Checklist Template
A simple checklist often has a layout that is easy for a project manager to understand and follow. That is why this Simple Checklist Template is part of the list to provide you a much better choice of your own. Are you interested in getting a copy of this one? Then, hurry and download this template right away!
6. Blank Checklist Template
The blank checklists are usually easy to edit and conveniently practical to download. And that is no longer a problem nowadays, for we have already provided this Blank Checklist Template in MS Excel, Numbers, MS Word, and Apple Pages. Just click the download button anytime you need it to help you onboard your project.
7. Free Onboarding Checklist Template
If you are currently searching for an onboarding checklist template that you can download and modify for free, then this Free Onboarding Checklist Template in Apple Pages, MS Word, and Editable PDF is what you need to have for your company. The template is made fully editable and 100% customizable in the mentioned file formats, so there’s no problem editing it at your convenience. Don’t miss this chance to grab this template for free.
8. Free Maintenance Checklist Template
Every project needs a maintenance plan to keep it still working and serving its purpose for the company. With this Free Maintenance Checklist Template, identify the necessary tools the project needs, and ask the team to search and provide it. Make a checklist of what the project needs to keep it from the possible damage. In MS Word, Pages, and Editable PDF, you can provide the details and register them easily. Make haste and secure a copy of this template now for free!
9. Free Daily Checklist Template
A daily checklist helps the project manager to monitor the progress of the project and the effectivity of the strategies regularly. Hence, we made this Free Daily Checklist Template today to your advantage. Edit the template easily using MS Word, Pages, and Editable PDF, and make sure to provide the relevant information that this template requires. What are you still waiting for? Download it now for free!
10. Project Management Plan Checklist
In order for the team to effectively manage and accomplish the project, this Project Management Plan Checklist can help a thing or two. For one, it allows them to apply the knowledge produced by a series of deliberations and discussions between each member. Also, it will provide them the efficient strategies to carry out and achieve the project goals. And for it to be more useful, make sure to download this project management plan template immediately!
11. Project Close-out Checklist
This Project Close-out Checklist is a useful tool for project managers sample to have a quick reference on the activities that need to accomplish concerning the project close-out in a given time. This file is readily available in a portable document format (PDF), so it would be easy for you to access it anytime you need this sample checklist template. Download it now!
12. Project Audit Checklist
All projects come with a cost. No one can effectively carry out the task and finish the project without a budget. With this Project Audit Checklist, the team will now be able to determine the cost of the project especially with the necessary tools and equipment to help the team plan and manage the project activities and allot the budget that a project needs. You may download it now in a portable document format (PDF) to start the process.