Supervision mission readiness checklist

For project management units preparing for a donor supervision or implementation support mission. Tick items as you go. Your ticks stay in this browser only.

Four weeks before

• Last mission's agreed actions listed, each with an owner and current statusIncluding any marked "ongoing" that have no measurable end point.
• Annual work plan updated: every activity has a status and a date of last update
• Procurement plan reconciled with contracts signed and payments made
• Implementing units asked for their updates, with a deadline and a named contact

Finance

• Latest interim financial report submitted, and its figures reconciled to the ledger
• Advances aged against the liquidation policy; overdue advances explained
• Designated account statement reconciled to the latest month
• Audit findings from the last audit report tracked to closure

Results

• Results framework updated, with a source document for each reported value
• Indicators with no new data marked "not reported", not carried forward or left as zero
• Evidence for any disbursement-linked indicator claimed this period assembled and verified

Risks and safeguards

• Risk register reviewed; each risk has an owner and a review date this quarter
• Safeguards and grievance logs up to date

During and after

• One person keeps the draft agreed actions as the mission goes
• Aide-mémoire actions entered as tracked items within one week, each with an owner and a date

projectsmanager.ai keeps most of this list current automatically: work plan status, advances ageing, IFR lines with sources, and indicators marked "not reported". Try the demo or request a walkthrough.