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					                                Oregon Department of Human Services
                                    Office of Information Services
                                           <Project Name>

                                           Project Manager Checklist
                                             Approval Date: <mmm dd, yyyy>




                                                 Purpose of the Document
This document is used to choose appropriate deliverables to complete this project. The document has
check boxes for the project sponsor and project manager to discuss and select to help the project
manager know which deliverables are required and expected to successfully complete this project. This
checklist is a means for ensuring inclusion of and collaboration from all appropriate DHS stakeholders
required to deliver this project. Signature lines for the project sponsor and project manager are included
to note who selected the deliverables and why certain deliverables were not selected to complete this
project. The two right-most columns, labeled New Project Manager Transition Checklist, on the checklist
are available for use by project manager newly assigned to an existing project to help the new project
manager quickly assess the project needs and gain a quicker understanding of the project status.

Please reference the PMO Project Management Process Guide to gain an understanding of DHS-
Project Management Office (PMO) project management methodology.




Author: PMO                                                                              Page 1 of 19
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                                                  Project Manager Checklist

                                                   Template Instructions

                               Insert information between left and right brackets - < >

                                                        Delete Brackets.
                                Information in italics is additional template instructions
                                              Delete all italicized instructions.

    In file on the menu go to properties and in the summary folder enter the document title and author
                                             (person or group).

 Templates’ (deliverables’) links under the process areas of this checklist could be changed to open the
             project’s deliverables within the project’s directory library on the shared drive.
    Project manager should meet with project sponsor to complete this checklist and determine which
                             deliverables will be required for the project.

   After documenting which deliverables are required for the project, the project sponsor and project
  manager signoff to set project performance standards & project expectations and ensure intraoffice
  coordination & collaboration occurs to increase project success. The signoff will also help a project
 manager newly assigned to an existing project know who to go to for questions concerning this project.

        Please reference the PMO Project Management Process Guide to gain an understanding of
                DHS-Project Management Office (PMO) project management methodology.




Author: PMO                                                                                          Page 2 of 19
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                                                  Project Manager Checklist

                                                Document Change Activity
    The following is a record of the changes that have occurred on this document from the time of its original approval.
#      Change Description                                                              Author           Date




Author: PMO                                                                                            Page 3 of 19
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                                                  Project Manager Checklist




Initiation Process: Recognizing that a project or phase should                                 New Project Manager
begin and committing to do so. Initiating Tools & Techniques                                   Transition Checklist
                                                                                               Deliverable      Deliverable
Required      Deliverable Name          If no deliverable, why?
                                                                                               Available?       Current?
  Yes         Business Case                                                                      Yes               Yes
  No          (Contact P&P)                                                                      No                No
                 Information            <Is there input to the Business Case?>
  Yes             Security                                                                       Yes               Yes
  No              Office (DHS-                                                                   No                No
                  ISO)
                 System                 <Is there input to the Business Case?>
  Yes                                                                                            Yes               Yes
  No
                  Architecture                                                                   No                No
                  (OIS-SA)
                 Network &              <Is there input to the Business Case?>
                  Computer
                  Service -
  Yes             Computer                                                                       Yes               Yes
  No              Services                                                                       No                No
                  (OIS-NCS-
                  Computer
                  Services)




Author: PMO                                                                                            Page 4 of 19
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                                                  Project Manager Checklist



Initiation Process: Recognizing that a project or phase should                                 New Project Manager
begin and committing to do so. Initiating Tools & Techniques                                   Transition Checklist
                                                                                               Deliverable      Deliverable
Required      Deliverable Name          If no deliverable, why?
                                                                                               Available?       Current?
                   Network &            <Is there input to the Business Case?>
                    Computer
                    Service -
  Yes               Network                                                                      Yes               Yes
  No                Services                                                                     No                No
                    (OIS-NCS-
                    Network
                    Services)
                   Customer             <Is there input to the Business Case?>
  Yes               Service &                                                                    Yes               Yes
  No                Support                                                                      No                No
                    (OIS-CSS)
                   Information          <Is there input to the Business Case?>
  Yes               Resource                                                                     Yes               Yes
  No                Request                                                                      No                No
                    (IRR)
  Yes              Budgeting            <Is there input to the Business Case?>                  Yes               Yes
  No                                                                                             No                No




Author: PMO                                                                                            Page 5 of 19
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                                                  Project Manager Checklist



Initiation Process: Recognizing that a project or phase should                                   New Project Manager
begin and committing to do so. Initiating Tools & Techniques                                     Transition Checklist
                                                                                                 Deliverable      Deliverable
Required      Deliverable Name          If no deliverable, why?
                                                                                                 Available?       Current?
                 Strategic              <Is there input to the Business Case?>
  Yes             System                                                                           Yes               Yes
  No              Initiatives                                                                      No                No
                  (OIS-SSI)
                 Application            <Is there input to the Business Case?>
  Yes             Maintenance                                                                      Yes               Yes
  No              & Support                                                                        No                No
                  (OIS-AMS)
                 Project                <Is there input to the Business Case?>
  Yes             Management                                                                       Yes               Yes
  No              Office (OIS-                                                                     No                No
                  PMO)
              Advanced
              Planning
  Yes         Document (APD)                                                                       Yes               Yes
  No          Preconditions and                                                                    No                No
              Planning (PAPD)
              see APD Process
  Yes            DHS-ISO                <Is there input to the APD?>                              Yes               Yes
  No                                                                                               No                No




Author: PMO                                                                                              Page 6 of 19
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                                                  Project Manager Checklist



Initiation Process: Recognizing that a project or phase should                                   New Project Manager
begin and committing to do so. Initiating Tools & Techniques                                     Transition Checklist
                                                                                                 Deliverable      Deliverable
Required      Deliverable Name          If no deliverable, why?
                                                                                                 Available?       Current?
  Yes              OIS-SA               <Is there input to the APD?>                              Yes               Yes
  No                                                                                               No                No
                   OIS-NCS-             <Is there input to the APD?>
  Yes                                                                                              Yes               Yes
  No
                    Computer                                                                       No                No
                    Services
                   OIS-NCS-             <Is there input to the APD?>
  Yes                                                                                              Yes               Yes
  No
                    Network                                                                        No                No
                    Services
  Yes              OIS-CSS              <Is there input to the APD?>                              Yes               Yes
  No                                                                                               No                No
  Yes              IRR                  <Is there input to the APD?>                              Yes               Yes
  No                                                                                               No                No
  Yes              Budgeting            <Is there input to the APD?>                              Yes               Yes
  No                                                                                               No                No
  Yes              OIS-SSI              <Is there input to the APD?>                              Yes               Yes
  No                                                                                               No                No
  Yes              OIS-AMS              <Is there input to the APD?>                              Yes               Yes
  No                                                                                               No                No
  Yes              OIS-PMO              <Is there input to the APD?>                              Yes               Yes
  No                                                                                               No                No


Author: PMO                                                                                              Page 7 of 19
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                                                  Project Manager Checklist



Initiation Process: Recognizing that a project or phase should                               New Project Manager
begin and committing to do so. Initiating Tools & Techniques                                 Transition Checklist
                                                                                             Deliverable      Deliverable
Required      Deliverable Name          If no deliverable, why?
                                                                                             Available?       Current?
              Business and
  Yes         Technical                                                                        Yes               Yes
  No          Complexity                                                                       No                No
              Assessment
  Yes         Project Charter                                                                  Yes               Yes
  No                                                                                           No                No
  Yes         OIS-SA Group                                                                     Yes               Yes
  No          Notified                                                                         No                No
  Yes         Initiation Tools &                                                               Yes               Yes
  No          Techniques                                                                       No                No




Author: PMO                                                                                          Page 8 of 19
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                                                  Project Manager Checklist



Planning Process: Devising and maintaining a workable scheme to                              New Project Manager
accomplish the business need that the project was undertaken to address.                     Transition Checklist
Planning Tools & Techniques
                                                                                             Deliverable      Deliverable
Required      Deliverable Name          If no deliverable, why?
                                                                                             Available?       Current?
  Yes         DHS-ISO                                                                          Yes               Yes
  No          Assessment A                                                                     No                No
              Assessment B –
              for and from DHS-
              ISO – Perform this
              assessment as
              soon as the
              technical solution
              is recommended.
  Yes         DHS-ISO needs                                                                    Yes               Yes
  No          to be at the table                                                               No                No
              with OIS-SA, OIS-
              NCS-Computer
              Services, OIS-
              NCS-Network
              Services and
              other project
              planners.




Author: PMO                                                                                          Page 9 of 19
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                                                  Project Manager Checklist



Planning Process: Devising and maintaining a workable scheme to                              New Project Manager
accomplish the business need that the project was undertaken to address.                     Transition Checklist
Planning Tools & Techniques
                                                                                             Deliverable      Deliverable
Required      Deliverable Name          If no deliverable, why?
                                                                                             Available?       Current?
              Integrated Project
              Plan (with its Core
  Yes                                                                                          Yes               Yes
  No
              Work Plans and                                                                   No                No
              Facilitating
              Controls)
              OIS-SA Output/
  Yes                                                                                          Yes               Yes
  No
              Recommendation(                                                                  No                No
              s)
              OIS-NCS-
              Computer
  Yes                                                                                          Yes               Yes
  No
              Services Output/                                                                 No                No
              Recommendation(
              s)
              OIS-NCS-Network
  Yes         Services Output/                                                                 Yes               Yes
  No          Recommendation(                                                                  No                No
              s)
  Yes         OIS-CSS Plan &                                                                   Yes               Yes
  No          Agreement                                                                        No                No




Author: PMO                                                                                          Page 10 of 19
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                                                  Project Manager Checklist



Planning Process: Devising and maintaining a workable scheme to                              New Project Manager
accomplish the business need that the project was undertaken to address.                     Transition Checklist
Planning Tools & Techniques
                                                                                             Deliverable      Deliverable
Required      Deliverable Name          If no deliverable, why?
                                                                                             Available?       Current?
              OIS-NCS-
  Yes         Computer                                                                         Yes               Yes
  No          Services Plan &                                                                  No                No
              Agreement
              OIS-NCS-Network
  Yes                                                                                          Yes               Yes
  No
              Services Plan &                                                                  No                No
              Agreement
              OIS-AMS
  Yes         Maintenance,                                                                     Yes               Yes
  No          Operations Plan &                                                                No                No
              Agreement
              OIS-BPE and
  Yes                                                                                          Yes               Yes
  No
              Performance                                                                      No                No
              Measures
              Training Plan –
              add to the IPP
  Yes                                                                                          Yes               Yes
  No
              (might be part of                                                                No                No
              OIS-CSS
              agreement)



Author: PMO                                                                                          Page 11 of 19
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                                                  Project Manager Checklist



Planning Process: Devising and maintaining a workable scheme to                              New Project Manager
accomplish the business need that the project was undertaken to address.                     Transition Checklist
Planning Tools & Techniques
                                                                                             Deliverable      Deliverable
Required      Deliverable Name          If no deliverable, why?
                                                                                             Available?       Current?
  Yes         Requirements                                                                     Yes               Yes
  No          Management Plan                                                                  No                No
              Contract &
              Procurement
              Management Plan
              – add to the IPP
              (includes
  Yes                                                                                          Yes
  No
              completing                                                                       No
              Contract Pre-
              conditions
              process steps,
              vendor knowledge
              transfer plan, etc)
              <List life cycle           <Explain why this SDLC was selected>
  Yes                                                                                          Yes               Yes
  No          model(s)                                                                         No                No
              selected>




Author: PMO                                                                                          Page 12 of 19
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                                                  Project Manager Checklist




Executing Process: Coordinating people and other resources to                                  New Project Manager
carry out the plan. Executing Tools & Techniques                                               Transition Checklist
                                                                                               Deliverable       Deliverable
Required      Deliverable Name            If no deliverable, why?
                                                                                               Available?        Current?
  Yes         Implementation                                                                     Yes                Yes
  No          APD (IAPD)                                                                         No                 No
              System
  Yes         Development Life                                                                   Yes                Yes
  No          Cycle (SDLC)                                                                       No                 No
              Documents
  Yes            DHS-ISO                  <Is there input to the SDLC?>                         Yes                Yes
  No                                                                                             No                 No
  Yes              DHS-SA                 <Is there input to the SDLC?>                         Yes                Yes
  No                                                                                             No                 No
  Yes              OIS-AMS                <Is there input to the SDLC?>                         Yes                Yes
  No                                                                                             No                 No
                   OIS-NCS-               <Is there input to the SDLC?>
  Yes                                                                                            Yes                Yes
  No
                    Computer                                                                     No                 No
                    Services
                   OIS-NCS-               <Is there input to the SDLC?>
  Yes                                                                                            Yes                Yes
  No
                    Network                                                                      No                 No
                    Services



Author: PMO                                                                                           Page 13 of 19
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                                                  Project Manager Checklist



Executing Process: Coordinating people and other resources to                                  New Project Manager
carry out the plan. Executing Tools & Techniques                                               Transition Checklist
                                                                                               Deliverable       Deliverable
Required      Deliverable Name            If no deliverable, why?
                                                                                               Available?        Current?
  Yes              OIS-CSS                <Is there input to the SDLC?>                         Yes                Yes
  No                                                                                             No                 No




Author: PMO                                                                                           Page 14 of 19
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                                                  Project Manager Checklist




Controlling Process: To ensure the project objectives are met by                             New Project Manager
monitoring and measuring progress and when necessary, taking corrective                      Transition Checklist
action.
                                                                                             Deliverable       Deliverable
Required      Deliverable Name            If no deliverable, why?
                                                                                             Available?        Current?
  Yes         Change                                                                           Yes                Yes
  No          Management Log                                                                   No                 No
              Change
  Yes                                                                                          Yes                Yes
  No
              Management                                                                       No                 No
              Request
  Yes         Communication                                                                    Yes                Yes
  No          Plan Log                                                                         No                 No
  Yes         Contract Process                                                                 Yes                Yes
  No          Form                                                                             No                 No
              Contract
  Yes         Procurement                                                                      Yes                Yes
  No          Planning Tracking                                                                No                 No
              Spreadsheet
  Yes         Decision Request                                                                 Yes                Yes
  No                                                                                           No                 No
  Yes         Generic Quality                                                                  Yes                Yes
  No          Standards                                                                        No                 No




Author: PMO                                                                                         Page 15 of 19
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                                                  Project Manager Checklist



Controlling Process: To ensure the project objectives are met by                             New Project Manager
monitoring and measuring progress and when necessary, taking corrective                      Transition Checklist
action.
                                                                                             Deliverable       Deliverable
Required      Deliverable Name            If no deliverable, why?
                                                                                             Available?        Current?
  Yes         Issue Definition                                                                 Yes                Yes
  No                                                                                           No                 No
  Yes         Issue Management                                                                 Yes                Yes
  No          Log                                                                              No                 No
  Yes         Meeting Agenda                                                                   Yes                Yes
  No          and Minutes                                                                      No                 No
              QA Status
  Yes                                                                                          Yes                Yes
  No
              Improvements                                                                     No                 No
              Report
  Yes         Risk Management                                                                  Yes                Yes
  No          Log                                                                              No                 No
              Status Report
  Yes                                                                                          Yes                Yes
  No
              Presentation                                                                     No                 No
              Template
  Yes         Status Report                                                                    Yes                Yes
  No          Template                                                                         No                 No
  Yes         Training Plan Log                                                                Yes                Yes
  No                                                                                           No                 No



Author: PMO                                                                                         Page 16 of 19
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                                                  Project Manager Checklist



Controlling Process: To ensure the project objectives are met by                                New Project Manager
monitoring and measuring progress and when necessary, taking corrective                         Transition Checklist
action.
                                                                                                Deliverable       Deliverable
Required      Deliverable Name            If no deliverable, why?
                                                                                                Available?        Current?
  Yes         DHS-ISO                      <Is there input to the Training Plan?>                 Yes                Yes
  No                                                                                              No                 No
  Yes         OIS-AMS                      <Is there input to the Training Plan?>                 Yes                Yes
  No                                                                                              No                 No
  Yes         OIS-NCS-Computer             <Is there input to the Training Plan?>                 Yes                Yes
  No          Services                                                                            No                 No
  Yes         OIS-NCS-Network              <Is there input to the Training Plan?>                 Yes                Yes
  No          Services                                                                            No                 No
  Yes         OIS-CSS                      <Is there input to the Training Plan?>                 Yes                Yes
  No                                                                                              No                 No
  Yes         Funding Partner                                                                     Yes                Yes
  No          Updates:                                                                            No                 No
  Yes            APD                                                                             Yes                Yes
  No                                                                                              No                 No
  Yes            Grants                                                                          Yes                Yes
  No                                                                                              No                 No
  Yes            General                                                                         Yes                Yes
  No              Funding                                                                         No                 No


Author: PMO                                                                                            Page 17 of 19
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                                                  Project Manager Checklist



Controlling Process: To ensure the project objectives are met by                             New Project Manager
monitoring and measuring progress and when necessary, taking corrective                      Transition Checklist
action.
                                                                                             Deliverable       Deliverable
Required      Deliverable Name            If no deliverable, why?
                                                                                             Available?        Current?
  Yes         Budget Reporting                                                                 Yes                Yes
  No                                                                                           No                 No


Closing Process: The purpose of this section is to formalize the                             New Project Manager
acceptance of the project or phase and bring it to an orderly end.                           Transition Checklist
                                                                                             Deliverable       Deliverable
Required      Deliverable Name            If no deliverable, why?
                                                                                             Available?        Current?
  Yes         Administrative                                                                   Yes                Yes
  No          Closure                                                                          No                 No
  Yes            Budget Close-                                                                Yes                Yes
  No               out                                                                         No                 No
                 Turn over to
  Yes             OIS-NCS-                                                                     Yes                Yes
  No              Computer                                                                     No                 No
                  Services
                 Turn over to
  Yes             OIS-NCS-                                                                     Yes                Yes
  No              Network                                                                      No                 No
                  Services

Author: PMO                                                                                         Page 18 of 19
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                                                  Project Manager Checklist



Closing Process: The purpose of this section is to formalize the                                 New Project Manager
acceptance of the project or phase and bring it to an orderly end.                               Transition Checklist
                                                                                                 Deliverable       Deliverable
Required      Deliverable Name            If no deliverable, why?
                                                                                                 Available?        Current?
  Yes           Turn over to                                                                      Yes                Yes
  No             OIS-AMS                                                                           No                 No
  Yes         APD Close-out                                                                        Yes                Yes
  No                                                                                               No                 No
  Yes         Contract Close-out                                                                   Yes                Yes
  No                                                                                               No                 No
  Yes         Lessons Learned                                                                      Yes                Yes
  No                                                                                               No                 No
  Yes         Project Evaluation                                                                   Yes                Yes
  No                                                                                               No                 No


Project Sponsor Signature: ______________________________                                    Date: ___________________
Project Manager Signature: ______________________________                                    Date: ___________________




Author: PMO                                                                                             Page 19 of 19
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