Project Discovery & Preliminary Planning Checklist
Why This Matters
Before a single wall is built or a tender is issued, every successful project begins with a solid foundation—clear scope, defined goals, and aligned expectations. That’s the purpose of this checklist.
This tool is built around the Phase 1 Scope of Work: Project Discovery & Preliminary Planning Report—a critical planning stage that uses terminology and frameworks from the Project Management Institute’s (PMI) PMBOK® Guide. It ensures your project is set up for success from the very beginning.
By walking through this checklist, you’re not just checking boxes—you’re de-risking the project, identifying potential obstacles early, and creating a shared roadmap for all stakeholders.
The end result? A comprehensive Preliminary Planning Report that brings clarity, structure, and momentum to your project.
