The Ultimate Project Manager Checklist for FinTech p.5

If you still read this chain of checklist posts, I’m sure you are 100% strong pro and practise continuous learning.

The Ultimate Project Manager Checklist for FinTech p.5 by BergDigital.ch

Establish the Deliverables

With pre-defined goals, write a list of stuff the project needs to deliver to meet those goals. In other words divide all to tasks and subtasks. Specify when and how to deliver each item. Use notes for tasks to bring additional explanation for controversial moments.

When you finish your project, the results and deliverables should be as agreed upon in the project plan.

Make sure you compare your results against the established acceptance criteria to see if they fit the specifications.

Important to prepare the handover, project completion documentation, and schedule the final meeting with stakeholders.

Describe a Timeline

Prioritise a list of tasks that need to be done for each identified deliverable. Determine the following for every task:

• The amount of time (hours, days, etc.) required for completing the task.
• The responsible person who is assigned to the task.
• After previous things you can estimate the time required for each deliverable, and a delivery date.

At this point in the planning, you can use project planning (Agile project management) software such as Jira, MS Project, Trello, Asana etc, to create your project schedule.

(Re-)Assess the Deadline

Usually delivery deadline imposed by the client, thus you need to negotiate with client the realistic date. Contact the client immediately, if you find out that you can’t deliver the project on time.

Your options:

• Renegotiate the deadline (project delay).
• Employ additional resources (increased cost).
• Reduce the scope of the project (fewer deliverables).
• Use the previously written project schedule to justify pursuing one of these options.
• Create a Schedule for Your Project Team.

When all stakeholders have signed off on the project plan, prepare a schedule for your team:

1. Determine epics, user stories, tasks, subtasks and add them to your backlog (task management software).
2. Set deadlines.
3. Assign tasks to team members.
4. Identify task dependencies.
5. Set priorities in your PM tool.

More on BergDigital.CH

📌Stay connected in IG: TaisiiaBerg & Telegram @𝗯𝗲𝗿𝗴𝗱𝗶𝗴𝗶𝘁𝗮𝗹