Research & Development Project Support Checklist
Ensure your R&D projects stay on track with this comprehensive support checklist! From initial setup to ongoing maintenance, this template helps streamline issue resolution, minimize downtime, and maximize innovation. Keep your team focused on breakthroughs, not roadblocks.
This Template was installed 5 times.
Project Initiation & Planning
Tasks related to the initial setup and planning of R&D projects.
Project Description
Project Start Date (YYYYMMDD)
Projected Completion Date
Project Priority
Key Research Areas
Initial Project Proposal
Resource Allocation & Access
Verification of proper resource allocation and access permissions for project team members.
Project Lead Assignment
Number of Allocated Servers
Software Access Granted
Data Storage Permissions
Access Expiration Date
Data Management & Security
Ensuring secure and compliant data handling, storage, and access procedures.
Data Encryption Method
Data Retention Period (in days)
Access Control Level
Last Data Security Audit Date
Data Security Policy Document
Description of Data Backup Procedures
Equipment & Software Support
Troubleshooting and resolving issues related to specialized equipment and software used in research.
Equipment/Software Affected
Detailed Description of Issue
Error Code (if applicable)
Date of Issue
Time of Issue
Screenshot/Log File (if applicable)
Collaboration & Communication
Ensuring seamless communication and collaboration between team members and stakeholders.
Preferred Communication Method
Frequency of Status Updates (days)
Next Scheduled Team Meeting
Summary of Recent Collaboration Discussions
Stakeholders Involved in this Project
Notes on Communication Effectiveness
Technical Documentation & Reporting
Verification of proper documentation and reporting procedures for research findings and progress.
Summary of Technical Findings
Supporting Data Files (e.g., raw data, analysis scripts)
Iteration Number
Date of Report Generation
Report Status
Detailed Methodology Description
Compliance & Regulatory Checks
Confirming adherence to relevant regulations, ethical guidelines, and institutional policies.
Applicable Regulations (Select all that apply)
Other Regulations (If selected above)
Last Compliance Training Date
Compliance Score (from latest audit)
Copy of Relevant Permits/Licenses
Is ethical review board approval needed?
Details of any compliance incidents/breaches
Issue Escalation & Resolution
Tracking and resolving escalated issues with appropriate follow-up and documentation.
Severity Level (1-5)
Initial Support Tier Contacted
Date of Escalation
Time of Escalation
Description of Issue and Steps Taken
Escalation Path Chosen
Communication Log (Record interactions with escalated support)
Project Closure & Archiving
Ensuring proper project closure, data archiving, and knowledge transfer.
Project Completion Date
Final Project Summary & Lessons Learned
Final Project Report (PDF)
Data Retention Requirements
Data Storage Location
Project Lead Signature
Archive Reference ID (if applicable)
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