The Ultimate Project Manager Checklist for FinTech p.4

Taisiia Berg
Berg Digital CH
Published in
2 min readMar 5, 2021

God, what a hectic week I had! A few hard meetings with the different Swiss banks, I thought I’ll die under pressure, but all is ok.

The Ultimate Project Manager Checklist for FinTech p.4. BergDigital.ch

Let’s proceed with my checklist.

Define the Direct Costs

Such costs are directly attributed to the project and charged on an item-by-item basis.

  • Labour (people) costs.
  • Consultant/ subject matter experts fees.
  • Raw material costs.
  • Software licences.
  • Travel costs.

Define the Indirect Costs

These costs represent resources that benefit more than one project, and only a part of their total cost is charged to the project.

  • Telephone charges.
  • Office space rent.
  • Office equipment costs.
  • General administration costs.
  • Company insurance costs.

Don’t forget about the Contingency Reserve

Reserve a space to your project to cover risks. It’s a percent of the total project cost and time.

Create a Resource Allocation Plan

The resource allocation plan is an important part in the efficient management of scarce resources. Usually organisation’s resources include people, equipment, materials, knowledge, and time.

Determine what resources are available for the project, now and in the future. List the type of resources you needed and the timing. Your resource plan must be flexible enough to adjust as further occurring changes.

A Resource Plan clarifies:

  • The number of resources required per project activity.
  • The timeline for consuming these resources.
  • Detailed resource utilisation schedule.

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Taisiia Berg
Berg Digital CH

Certified Scrum Product Owner, Agile Project Manager. Investment Foundations by CFA