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Project lifecycle document checklist: set-up, planning, delivery and closure, including governance, risk, change control, procurement and handover

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This checklist outlines the essential documents needed at the principal stages of the project lifecycle:

  • Project set up
  • Project planning
  • Project delivery
  • Project closure

It can be used alongside Checklist: Project management: key roles and governance—checklist.

Project set up

A project is regarded as ‘set up’ when a requirement or change has been identified. Permission to commence is provided via a mandate from a suitable senior figure in the organisation, usually the budget-holder who will finance the project.

Project mandate

  • the initial business case/justification for the project
  • the purpose of the project
  • how the outputs will be used
  • the budget
  • timescales for the work

At this point a management team is formed, often as a project board or steering group, with a lead executive or sponsor appointed. A project manager and/or project support may also be named to handle day-to-day preparation of project documents.

Project planning

The planning stage (sometimes referred to as ‘kick off’) is intended to lay a robust foundation for the whole project, and includes...

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Web page updated on 22/05/2026

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