Logistics and Supply Chain Project Checklist Template

Navigate complex logistics with confidence. Our Logistics & Supply Chain Project Checklist Template ensures smooth operations, minimizes risks, and keeps your projects on track - from planning to delivery. Download now and streamline your supply chain!

This Template was installed 2 times.

Project Initiation & Planning

1 of 10

Defining project scope, goals, and initial planning activities.

Project Overview & Goals

Project Budget (USD)

Project Start Date

Projected Completion Date

Project Priority

Key Stakeholders

Project Manager Name

Supplier Selection & Onboarding

2 of 10

Identifying, evaluating, and onboarding key suppliers.

Supplier Category

Supplier RFI/RFQ Response Analysis

Supplier Score (1-10)

Initial Risk Assessment Level

Supplier Certifications/Documents

Contract Start Date

Warehouse & Distribution Setup

3 of 10

Planning and establishing warehouse locations, layouts, and distribution networks.

Total Warehouse Square Footage

Warehouse Type (e.g., Ambient, Refrigerated, Frozen)

Number of Dock Doors

Planned Warehouse Completion Date

Warehouse GPS Coordinates

Maximum Storage Capacity (Pallets)

Distribution Channel

Transportation Management

4 of 10

Selecting carriers, optimizing routes, and managing transportation costs.

Carrier Mode Selection

Estimated Transit Time (Days)

Origin Location (Loading Dock)

Destination Location (Delivery Point)

Total Shipment Weight (lbs)

Number of Pallets

Scheduled Pickup Date

Scheduled Pickup Time

Inventory Management

5 of 10

Implementing inventory control systems and optimizing stock levels.

Safety Stock Level (Units)

Reorder Point (Units)

Inventory Valuation Method

Last Physical Inventory Count Date

Cycle Count Frequency (Days)

Inventory Control Techniques Used

Notes/Comments on Inventory Management Process

Technology & Systems Integration

6 of 10

Integrating logistics software and systems for real-time visibility.

TMS (Transportation Management System) Selected?

WMS (Warehouse Management System) Selected?

API Integration Completion Percentage

Planned Integration Start Date

Actual Integration Completion Date

Integration Challenges & Resolutions

Integration Documentation

Risk Assessment & Mitigation

7 of 10

Identifying and addressing potential risks in the supply chain.

Potential Risk Description

Risk Probability (1-10)

Risk Impact (1-10)

Risk Category (e.g., Supplier, Transportation, Inventory)

Mitigation Strategy

Target Mitigation Completion Date

Risk Owner

Contingency Plan (if mitigation fails)

Regulatory Compliance

8 of 10

Ensuring adherence to relevant legal and industry regulations.

Applicable Regulations (Select all that apply)

Specific Regulatory Requirements (Details)

Last Compliance Review Date

Compliance Documentation (e.g., permits, certifications)

Permit/License Number (if applicable)

Export Control Classification (if applicable)

Notes Regarding Regulatory Changes or Updates

Testing & Validation

9 of 10

Conducting thorough testing of all logistics processes.

Warehouse Process Validation Signature

Quantity Tested

Transportation Route Validation Result

Testing Completion Date

Validated System Components

Detailed Testing Notes/Observations

Go-Live & Monitoring

10 of 10

Planning the launch and ongoing monitoring of the logistics project.

Project Go-Live Date

Scheduled System Cutover Time

Orders Processed in First Hour

Shipments Dispatched in First 24 Hours

Initial System Performance - Assessment

Key Issues Encountered (if any)

Detailed Post-Implementation Review Notes

Screenshot of Key Dashboard Metrics

We can do it Together

Need help with Checklists?

Have a question? We're here to help. Please submit your inquiry, and we'll respond promptly.

Email Address
How can we help?