The Busy Season Project Management Checklist

Busy season issues don’t start during fieldwork. They start earlier — when preparation is rushed, expectations aren’t aligned, and work begins before clients are ready.

The Busy Season Project Management Checklist outlines the key actions and timing teams need to run engagements more effectively, with a clear focus on preparation and readiness.

Inside the checklist:
A pre-fieldwork preparation timeline
– Readiness checkpoints before fieldwork begins
– Guidance on when to start — and when to pause
– A clean wrap-up and roll-forward process

Use this checklist to onboard new team members, standardize engagement management, or tighten execution on your next busy season engagement.

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