2004 NJ UI Modernization Project and Tier Technologies, Inc. All rights reserved. Printed in the USA. [Name] Project Project Management Plan Version 0.1 Deliverable Number: 001-XXX-XXX-DELProject Management Plan April 2004 Page ii 2004 NJ UI Modernization Project and Tier Technologies, Inc. All rights reserved. Printed in the USA. Table of Contents 1.0 Executive Summary and Project Overview............................... 1 1.1 Concepts of Operation............................................................................1 1.1.1 Current Environment................................................................................................1 1.1.2 Planned Future Environment ..................................................................................1 1.2 Scope .....................................................................................................1 1.2.1 Project Justification .................................................................................................1 1.2.2 Project Objectives ....................................................................................................1 1.2.3 Project Deliverables .................................................................................................4 1.2.4 Scope Management Plan .........................................................................................4 1.3 Overall Strategy......................................................................................5 1.3.1 Project Management.................................................................................................5 1.3.2 Project Startup..........................................................................................................5 1.3.3 Project Lifecycle .......................................................................................................5 1.3.4 Project Reviews ........................................................................................................5 2.0 Project Organization................................................................... 5 2.1 Roles and Responsibility ........................................................................5 2.2 Key Organizational Groups ....................................................................6 2.2.1 Identified Stakeholders ............................................................................................6 2.2.2 Management Structures...........................................................................................6 2.2.3 Project Governance Structure.................................................................................6 2.2.4 Core Team Structure ................................................................................................7 2.2.5 Change Control Board (CCB) ..................................................................................7 3.0 Project Management................................................................... 7 3.1 Staffing Plan ...........................................................................................7 3.2 Assumptions...........................................................................................7 3.3 Constraints .............................................................................................8 3.4 Dependencies.........................................................................................8 3.5 Risk Management Plan ..........................................................................8 3.5.1 PMO Risk Management Approach..........................................................................8 3.5.2 PMO Risk Listing ......................................................................................................8 3.6 Project Controls......................................................................................9 3.6.1 Project Reporting......................................................................................................9 3.6.2 Project Metrics and Measurement ..........................................................................9 Project Management Plan April 2004 Page iii 2004 NJ UI Modernization Project and Tier Technologies, Inc. All rights reserved. Printed in the USA. 4.0 REFERENCES: ............................................................................ 9 5.0 CHANGE HISTORY ..................................................................... 9 Project Management Plan April 2004 Page iv 2004 NJ UI Modernization Project and Tier Technologies, Inc. All rights reserved. Printed in the USA. List of Tables Table 1: Business Objectives.................................................................................................. 1 Table 2: Technical Objectives ................................................................................................. 2 Table 3: Project Management Objectives ............................................................................... 2 Table 4: Project Deliverables................................................................................................... 4 Table 5: Roles and Responsibilities ....................................................................................... 5 Table 6: Key Project Stakeholders.......................................................................................... 6 Table 7: Governance Members – Deliverable Acceptance.................................................... 6 Table 8: Change Control Board Members .............................................................................. 7 Table 9: Project Staffing Plan.................................................................................................. 7 Table 10: Project Assumptions ............................................................................................... 7 Table 11: Project Constraints.................................................................................................. 8 Table 12: Project Dependencies.............................................................................................. 8 Table 13: Project Risk Listing.................................................................................................. 8 Table 14: Metrics ...................................................................................................................... 9 Table 15: References ............................................................................................................... 9 List of Figures Project Management Plan April 2004 Page 1 2004 NJ UI Modernization Project and Tier Technologies, Inc. All rights reserved. Printed in the USA. 1 1.0 Executive Summary and Project Overview [Summary Narrative] 1.1 Concepts of Operation 1.1.1 Current Environment 1.1.2 Planned Future Environment 1.2 Scope 1.2.1 Project Justification [Narrative] 1.2.2 Project Objectives [Narrative Summary] 1.2.2.1 Business Objectives Table 1: Business Objectives Number Description XXX-BU-001 XXX-BU-002 XXX-BU-003 XXX-BU-004 XXX-BU-005 XXX-BU-006 XXX-BU-007 Project Management Plan April 2004 Page 2 2004 NJ UI Modernization Project and Tier Technologies, Inc. All rights reserved. Printed in the USA. 2 1.2.2.2 Technical Objectives Table 2: Technical Objectives Number Description XXX-TC-001 XXX-TC-002 XXX-TC-003 XXX-TC-004 XXX-TC-005 XXX-TC-006 XXX-TC-007 1.2.2.3 Project Management Objectives Table 3: Project Management Objectives Integration Management Number Description XXX-PM-001 Ensure the project has an approved Project Management Plan. XXX-PM-002 Ensure the project executes in accordance with its approved Project Management Plan. XXX-PM-003 Ensure and overall scope change control process is instituted and followed for the project for all items in its project management baseline, including the Project Management Plan and its subcomponents.1 Scope Management Number Description XXX-PM-004 Ensure the project was established formal project request XXX-PM-005 Ensure the project has identified a project manager for the project. XXX-PM-006 Ensure the project constraints are documented and agreed upon.2 XXX-PM-007 Ensure the project assumptions are documented and agreed upon. XXX-PM-008 Ensure the project dependencies are documented and agree upon. XXX-PM-009 Ensure the project has a clear and complete list of objectives. XXX-PM-010 Ensure the project has a plan for scope management.3 XXX-PM-011 Ensure the project has an accurate Work Breakdown Structure.4 XXX-PM-012 Ensure the project Work Breakdown Structure is decomposed to a sufficient level of detail that allows accurate effort estimation. Time Management Number Description XXX-PM-013 Ensure project has an accurate, defined activity sequence (network of dependencies). 1 The change control process in this document section X. 2 Continual update of project constraints, assumptions, and dependencies are critical to project success. These are listed beginning in section 3.2 of this document. 3 Scope management is executed through the scope change control procedure; however, refer to section 1.2 for an overview of project scope, objectives, and key deliverables. 4 The work breakdown structure (WBS) is a component of the integrated master schedule. Project Management Plan April 2004 Page 3 2004 NJ UI Modernization Project and Tier Technologies, Inc. All rights reserved. Printed in the USA. 3 Table 3: Project Management Objectives XXX-PM-014 Ensure the project has completed resource planning compatible with the schedule and the dependencies stated in the project plan and activity sequence network. XXX-PM-015 Ensure the project develops a schedule based on its activity sequence, duration estimates and that the critical path is clearly understood and communicated to all parties. XXX-PM-016 Identify critical path slips of more than 10% of plan via a special management review. XXX-PM-017 Maintain appropriate schedule metrics that provide adequate management visibility into the status of the schedule. Cost Management Number Description XXX-PM-018 Maintain project budget tracking for vendor-supported projects.5 XXX-PM-019 Identify cost overruns on a monthly basis by cost center. XXX-PM-020 Ensure metrics are established for controlling and monitoring the project budget. Quality Management Number Description XXX-PM-021 Ensure the project establishes quality measures and metrics that support the achievement of project business objectives. XXX-PM-022 Ensure lessons learned and process improvements are submitted as a result of the quality management process. XXX-PM-023 Perform periodic reviews within the PMO to quickly identify and resolve impediments to software development activities XXX-PM-024 Perform periodic reviews of software to ensure that code meets the agreed upon requirements Communication Management Number Description XXX-PM-025 Ensure that a communications management plan exists for the project. XXX-PM-026 Ensure project records are kept up to date and reported in a timely manner. XXX-PM-027 Ensure performance reporting occurs in a manner that reporting occurs based on both temporal and stage gate trigger set. XXX-PM-028 Ensure that project administrative closure occurs when the project completes. XXX-PM-029 Ensure project archives are created in accordance with the project plan. XXX-PM-030 Ensure lessons learned sessions are conducted, documented, and analyzed for ongoing process improvement. Human Resource Management Number Description XXX-PM-031 Ensure project team roles and responsibilities are clearly delineated. XXX-PM-032 Ensure a staffing management plan is documented for the project. XXX-PM-033 Ensure organizational charts are available for communicating the project structure as well as its interface to other organizations. XXX-PM-034 Ensure role assignments are filled with qualified staff. XXX-PM-035 Ensure a project team directory exists to communicate project team member information. XXX-PM-036 Ensure project stakeholders are clearly identified and documented in the project plan. XXX-PM-037 Ensure a responsibility assignment matrix is documented for the project and project team members. 5 The budget tracking primarily pertains to invoice and deliverable tracking Project Management Plan April 2004 Page 4 2004 NJ UI Modernization Project and Tier Technologies, Inc. All rights reserved. Printed in the USA. 4 Table 3: Project Management Objectives XXX-PM-038 Ensure team member goals and objectives are clearly understood by the team members. XXX-PM-039 Ensure team members receive the proper training to conduct their project responsibilities. XXX-PM-040 Ensure performance appraisals are completed in a timely manner. Risk Management Number Description XXX-PM-041 Identify and resolve issues in a timely manner. XXX-PM-042 Identify risks in a timely manner. XXX-PM-043 Quantify risks as they are identified. XXX-PM-044 Communicate risks in Bi-Weekly Status Reports, monthly PMO program reviews, and at all formal reviews. XXX-PM-045 Develop risk mitigation strategies for each risk. XXX-PM-046 Proactively resolve risks that are within control of the project. XXX-PM-047 Proactively elevate risks that are outside control of the project. XXX-PM-048 Maintain metrics on risks on the project that provide an accurate account of total project risk and resolution. Procurement Management Number Description XXX-PM-049 Conduct Market Analysis. XXX-PM-050 Conduct Make or Buy Analysis. XXX-PM-051 Develop Request for Proposal (RFP) for contractor support. XXX-PM-052 Develop Criteria for rating RFP's. XXX-PM-053 Determine the appropriate Contract Type to use for a given procurement. XXX-PM-054 Construct Contract for Services or Product. 1.2.3 Project Deliverables Table 4: Project Deliverables Deliverable Number Description Approver XXX-DL-001 XXX-DL-002 XXX-DL-003 XXX-DL-004 XXX-DL-005 XXX-DL-006 XXX-DL-007 XXX-DL-008 XXX-DL-009 XXX-DL-010 1.2.4 Scope Management Plan 1.2.4.1 Scope Change Control Approach Project Management Plan April 2004 Page 5 2004 NJ UI Modernization Project and Tier Technologies, Inc. All rights reserved. Printed in the USA. 5 1.3 Overall Strategy 1.3.1 Project Management [Narrative and graphics depicting how the project will be managed] 1.3.2 Project Startup [Approach to project startup] 1.3.3 Project Lifecycle [Project lifecycle – narrative and graphics documenting how the project will be executed, including key phases and the expected approaches for accomplishing the key objectives of those phases] 1.3.4 Project Reviews [Narrative describing the key reviews that will take place throughout the project, and when key project baselines will be established] 2.0 Project Organization 2.1 Roles and Responsibility Table 5: Roles and Responsibilities Role Responsibilities Project Sponsor Project Manager Business Analyst Technical Lead PMO Business Architect Project Management Plan April 2004 Page 6 2004 NJ UI Modernization Project and Tier Technologies, Inc. All rights reserved. Printed in the USA. 6 Table 5: Roles and Responsibilities Role Responsibilities Technical Architect Vendor/Contractor Business Users 2.2 Key Organizational Groups 2.2.1 Identified Stakeholders Table 6: Key Project Stakeholders Name Position 2.2.2 Management Structures 2.2.2.1 Management Reporting Structure [Graphic] 2.2.2.2 Project Management Structure [Graphic] 2.2.3 Project Governance Structure [Graphic] Table 7: Governance Members – Deliverable Acceptance Name Position Project Management Plan April 2004 Page 7 2004 NJ UI Modernization Project and Tier Technologies, Inc. All rights reserved. Printed in the USA. 7 2.2.4 Core Team Structure [Graphic] 2.2.5 Change Control Board (CCB) 2.2.5.1 CCB Overview [Narrative] 2.2.5.2 CCB Members Table 8: Change Control Board Members Name Position 3.0 Project Management 3.1 Staffing Plan Table 9: Project Staffing Plan Name Role Status (Full/Part Time) 3.2 Assumptions Table 10: Project Assumptions No. Assumption Project Management Plan April 2004 Page 8 2004 NJ UI Modernization Project and Tier Technologies, Inc. All rights reserved. Printed in the USA. 8 3.3 Constraints Table 11: Project Constraints No. Constraints 3.4 Dependencies Table 12: Project Dependencies No. Dependencies 3.5 Risk Management Plan 3.5.1 PMO Risk Management Approach 3.5.2 PMO Risk Listing Table 13: Project Risk Listing Risk Number Risk Statement Probability Severity Risk Score Project Management Plan April 2004 Page 9 2004 NJ UI Modernization Project and Tier Technologies, Inc. All rights reserved. Printed in the USA. 9 3.6 Project Controls 3.6.1 Project Reporting [Narrative on project reporting and communication approaches] 3.6.2 Project Metrics and Measurement Table 14: Metrics Metric Number Metric Description Focus Reported To Frequency 4.0 REFERENCES: Table 15: References Title Code Location Issues Management Process Document Repository Risk Management Process Document Repository Deliverable Approval Process Document Repository Scope Change Control Process Document Repository Project Cost Management Document Repository 5.0 CHANGE HISTORY Version Date Change Description 0.1 Initial Draft