Project Management Checklist
This checklist contains all tasks for managing a standalone from start to finish. When managing a standalone, you should be reviewing and tracking each step to reduce manual errors and to keep record of the project's progress and status. All assets and files for each project you manage must be kept in the respective client folder on the Professional Services shared drive. Each client should have a folder and subfolders can be created by project so that everything is kept organized.
| Initial Assignment | |
|---|---|
| Date Assigned | |
| Info Form Sent to Client | |
| Internal Kick-Off | |
| Client Kick-Off | |
| Completed Info Form Received | |
| Header Image Received | |
| Speaker Photos/Bio Received | |
| Configuration | Reg/Login Configured |
|---|---|
| Reg/Login Tested | |
| Marketing Automation Setup (if applicable) | |
| Data Portal Configured | |
| Emails Configured | |
| Emails Tested | |
| Emails Approved by Client | |
| Reminder Emails Scheduled | |
| Design Console | |
| Received Content (slides/videos) | |
| Upload Content | |
| Training / Recording Scheduled | |
| Calendar Invite - Live Day | |
| Recording Edited (if applicable) | |
| Recording Approved by Client (if applicable) | |
| Activity Reset | |
| Webcast Tested |
| Post-Event | Placed On Demand | ||
|---|---|---|---|
| Post-event Emails Scheduled | |||
| Provide MP4 (if applicable) | |||
| Review outstanding items/follow-up |