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 2 times.

Project Initiation & Planning

1 of 9

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

2 of 9

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

3 of 9

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

4 of 9

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

5 of 9

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

6 of 9

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

7 of 9

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

8 of 9

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

9 of 9

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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