Forms of Project Management Process

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					                                                                              Project Management Checklist

     NOTE: All steps are required for Class A projects

     Opportunity Assessment Process
                                                                                              Class B
                                                                                              Required
     Activity                                                                                  Steps     Completed            Deliverable
     Idea Generation
     Receive or solicit ideas from the customers/clients
     Identify Program Manager and define the Opportunity Assessment Team                        Yes
     Refine the idea through discussions with the customer, research and benchmarking
     of similar areas                                                                                                Project Initiation Document
     Idea Structuring
     Identify and confirm sponsorship                                                                                Project Initiation Document
     Document high level business need and significant milestones.                              Yes                  Project Initiation Document
     Identify customers, users, and stakeholders                                                Yes                  Project Initiation Document
     Define high-level business benefits                                                        Yes                  Project Initiation Document
     Identify high-level requirements and critical success factors                              Yes                  Project Initiation Document
     Identify related projects/affected systems                                                 Yes                  Project Initiation Document
     Outline scope, schedule and resources for the next phase                                   Yes                  Project Initiation Document
     Opportunity Assessment Approval
     Prepare and submit the Project Request section of Project Initiation Document              Yes                  Project Initiation Document
     Prioritize idea based on business criteria and resource constraints
     Conduct the Opportunity Assessment Review and obtain approval
     Enter information into project tracking system and establish project in time reporting
     system
     Phase Closure
     Assess the Opportunity Assessment Process to capture lessons learned                       Yes                  Lessons Learned

     Exit Criteria
          Identified Sponsor
          Identified resources to continue next phase
          Key deliverables prepared
          "Go" decision and approval, as required




8d10964d-196c-4a54-8262-3348ebc8ad0b.xls                                                                                                Page 1
oject Management Checklist
                                                   Project Name
                                                   Program Mgr.
                                                   Project Mgr.




                                                          Leader   Participants




        8d10964d-196c-4a54-8262-3348ebc8ad0b.xls                                  Page 2
                                                                         Project Management Checklist
                                                                                                                                        Project Name
                                                                                                                                        Program Mgr.
NOTE: All steps are required for Class A projects                                                                                       Project Mgr.

Initiating Process
                                                                          Class B
                                                                          Required
Activity                                                                   Steps     Completed                  Deliverable                     Leader
Phase Start Up
Define /refine Initiating Team and identify project manager                 Yes                  PM Process Checklist
Review Project Request information, lessons learned                                              Project Phase Kickoff Presentation
Refine Initiating tasks and create Initiating schedule.                     Yes                  Project Schedule
Implement time tracking status reporting                                    Yes
Project Definition

Understand/define background, current situation and project objectives      Yes                  Project Charter
Define/refine project scope and deliverables.                               Yes                  Project Charter
Develop and analyze potential options that meet the business need           Yes                  Project Charter
Select the best alternative and develop a recommended approach              Yes                  Concept Analysis Document
Executive presentation of recommended approach                                                   Concept Analysis Executive Summary
Develop ROM estimate. Develop a high-level schedule/timeline.
                                                                                                 Impact Analysis Checklist,
                                                                                                 Benefits and Costs Checklist,
Initiate development of Business Case definition.                           Yes                  Business Case
Identify high-level project risks.                                          Yes                  Project Charter
Identify the project manager.
                                                                                                 Project Initiation Document, Project
Refine Project Request section and complete Project Charter.                Yes                  Charter
Initiating Approval
                                                                                                 Project Initiation Document, Concept
Finalize and submit the Project Initiation Document, Concept Analysis                            Analysis Document, Business Case,
Document, Business Case, and Project Charter.                               Yes                  Project Charter
Prioritize project.
Request funding and approval.
Phase Closure
Document lessons learned.                                                   Yes                  Lessons Learned

Exit Criteria
     Key deliverables prepared
     Identified resources to continue next phase
     Sponsor confirmed
     Project Manager is identified
     "Go" decision from Initiating Checkpoint Review
Signature:                                                                                                                              Date:




   8d10964d-196c-4a54-8262-3348ebc8ad0b.xls                                                                                                         Page 3
anagement Checklist




                                                    Participants




         8d10964d-196c-4a54-8262-3348ebc8ad0b.xls                  Page 4
                                                                            Project Management Checklist

    NOTE: All steps are required for Class A projects

    Planning Process
                                                                            Class B
                                                                            Required
    Activity                                                                 Steps     Completed                   Deliverable
    Phase Start Up
    Define/refine the Planning team and review roles and
    responsibilities                                                          Yes                  PM Process Checklist
    Conduct project planning/kickoff meeting.                                                      Project Phase Kickoff Presentation
    Expand/update the Planning activities in the existing Project
    Schedule.                                                                 Yes                  Project Schedule
    Project Approach
    Define project measures of success.
    Refine project scope, objectives, and deliverables.                       Yes                  Project Initiation Document
    Identify the requirements decision makers and a process.                  Yes
                                                                                                   Requirements Specifications, Support
    Define requirements and develop requirements specifications.              Yes                  Expectations, Technical Evaluation

    Refine/validate project approach. Identify the appropriate lifecycle.     Yes
    Initiate the development of a work breakdown structure (WBS).             Yes                  Work Breakdown Structure
    Refine the Business Case.                                                 Yes                  Business Case
    Define the Project Organization.                                          Yes                  Organization Chart

    Determine communications strategy, requirements, and approach.            Yes                  Communications Matrix
    Present strategy, requirements, and approach.                                                  Steering Committee Presentation
    Project Schedule/Budget
    Refine the work breakdown structure (WBS).                                Yes
    Identify task sequence and dependencies.                                  Yes
    Estimate work effort and duration.                                        Yes
    Identify resource requirements.                                           Yes
    Create the Project Schedule.                                              Yes                  Project Schedule, Timeline
    Establish the project budget.                                             Yes                  Project Budget
    Review the Project Schedule and Project Budget with the project
    team.                                                                     Yes




8d10964d-196c-4a54-8262-3348ebc8ad0b.xls                                                                                                Page 5
    Planning Process
    Project Planning
    Identify project constraints, dependencies, and assumptions.                           Project Phase Kickoff Presentation
    Identify, analyze, and prioritize project risks.                    Yes                Risk and Response Log
                                                                                           Project Plan, Project Phase Kickoff
                                                                                           Presentation, Issues Log, Request for
                                                                                           Change, Change Management Log,
                                                                                           Benefits and Costs Checklist, Impact
                                                                                           Analysis Checklist, Project Schedule,
                                                                                           Project Budget, Communications Matrix,
    Determine management approaches.                                    Yes                Risk and Response Log
    Determine change enablement approach, if applicable
                                                                                           Project Schedule, Project Budget, and
    Refine the project documentation, as necessary.                     Yes                Requirements Specification
    Planning Approval
                                                                                           Project Initiation Document, Business
                                                                                           Case, Project Charter, Project Plan,
                                                                                           Project Schedule, Project Budget,
    Finalize project documentation                                      Yes                Communications Matrix
    Discuss the Project Funding documents

    Conduct Planning Checkpoint Review. Obtain approval to proceed.     Yes
    Revise the Requirements Specification, Project Plan, and
    supporting documentation.                                           Yes
    If approved, obtain resource and funding commitments.               Yes
    Phase Closure
    Document lessons learned.                                           Yes                Lessons Learned

    Exit Criteria
         Key deliverables prepared
         "Go" decision from Planning Checkpoint Review and obtain Project Funding number
         Project Funding number obtained
    Signature:




8d10964d-196c-4a54-8262-3348ebc8ad0b.xls                                                                                     Page 6
oject Management Checklist
                                               Project Name
                                               Program Mgr.
                                               Project Mgr.




                                                       Leader   Participants




         8d10964d-196c-4a54-8262-3348ebc8ad0b.xls                              Page 7
ding number

                                                    Date:




              8d10964d-196c-4a54-8262-3348ebc8ad0b.xls      Page 8
                                                                      Project Management Checklist
                                                                                                                                       Project Name
                                                                                                                                       Program Mgr.
NOTE: All steps are required for Class A projects                                                                                      Project Mgr.

Executing/Controlling Process
                                                                     Class B
                                                                     Required
Activity                                                              Steps     Completed                    Deliverable                       Leader
Phase Start Up

Define/refine the project team. Review roles and responsibilities.     Yes                  PM Process Checklist, Organization Chart
Conduct a project "Kickoff Meeting"                                                         Project Phase Kickoff Presentation
Begin to develop deployment plan                                                            Deployment Strategy and Plan
Review/update the Project Schedule and Project Budget.                 Yes
Integration Management
Manage project issues.                                                 Yes                  Issues Log
                                                                                            Request for Change, Change
Manage change control.                                                 Yes                  Management Log
Manage project information                                             Yes                  Project Notebook
Scope Management
Review deliverable requirements.                                       Yes
Conduct deliverable reviews.                                           Yes
                                                                                            Request for Change, Change
Complete deliverable review follow-up.                                                      Management Log
Time Management
Collect actual schedule progress.
Update the Project Schedule. Generate required reports.                Yes                  Project Schedule
Identify/resolve schedule conflicts and resource issues.               Yes
                                                                                            Communications Matrix, Team Member
                                                                                            Status Report, Project Status Report,
                                                                                            Executive Status Report, Quarterly
Prepare for and conduct milestone reviews, as appropriate.             Yes                  Operations Review
Cost Management
Measure and monitor cost progress against the budget.                  Yes                  Project Budget
Revise cost estimates and report revisions.
Quality Management
Perform quality assurance.                                             Yes
Conduct quality control reviews.                                       Yes
HR Management
Manage the team.                                                       Yes
Manage business interfaces.                                            Yes
Communications Management
Review the communications matrix.                                      Yes                  Communications Matrix
                                                                                            Team Member Status Report, Project
                                                                                            Status Report, Executive Status Report,
                                                                                            Quarterly Operations Review, Meeting
Collect project status and progress information.                                            Agenda, Meeting Notes
Distribute information.                                                Yes                  Communications Matrix
Risk Management
Identify project risks.                                                Yes                  Risk and Response Log
Analyze risks.                                                         Yes                  Risk and Response Log
Develop risk responses.                                                Yes                  Risk and Response Log
Respond to actual risk events and update the risk and response
Log, as required.                                                      Yes                  Risk and Response Log
Procurement Management
Ensure contract terms.                                                 Yes
Manage the relationship with the contractor.                           Yes
Close out contracts and perform contractor exit reviews.               Yes                  Contractor Exit Checklist
Client Acceptance
Prepare for and conduct Final Deliverable Review(s) and obtain
client approval.                                                       Yes                  Deliverables Acceptance
If approved, continue with the Closing Process.                        Yes
If the review identifies deficiencies, address deficiencies.
Phase Closure
Document lessons learned.                                              Yes                  Lessons Learned

Exit Criteria
     Key Deliverables prepared
     Go Decision from Customer Acceptance Checkpoint Review
Signature:                                                                                                                             Date:




   8d10964d-196c-4a54-8262-3348ebc8ad0b.xls                                                                                                     Page 9
Management Checklist




                                                   Participants




        8d10964d-196c-4a54-8262-3348ebc8ad0b.xls                  Page 10
                                                                      Project Management Checklist

NOTE: All steps are required for Class A projects

Closing Process
                                                                    Class B
                                                                    Required
Activity                                                             Steps     Completed                    Deliverable
Project Completion

Collect and organize final project schedule and cost information.     Yes                  PM Process Checklist
Archive all project files and media.                                  Yes
Close out all Logs.
Close the project in the time reporting system.                       Yes
Close the project in the project tracking system.                     Yes
Prepare the Project Closeout Report.                                  Yes                  Project Closeout Report
Post-Project Review
Administer team member questionnaire.                                 Yes                  Project Survey
Assess client satisfaction.                                           Yes                  Client Satisfaction Survey
Consolidate lessons learned.                                          Yes                  Lessons Learned
Prepare for and conduct a Post-Project Review.                        Yes                  Project Closeout Report
Update the Project Closeout Report, and distribute the report.
Enter the project’s lessons learned in the lessons learned
knowledge repository.                                                 Yes                  Lessons Learned
HR Management Closure
Conduct final reviews and evaluations of all project staff.           Yes                  Team Member Evaluation

Exit Criteria
    Key Deliverables prepared
    Project files archived and project Logs closed
    Time reporting system closed and project closed in project database tool
    Project information entered into the group knowledge bases
Signature:




     8d10964d-196c-4a54-8262-3348ebc8ad0b.xls                                                                             Page 11
anagement Checklist
                                    Project Name
                                    Program Mgr.
                                    Project Mgr.




                                             Leader   Participants




                                    Date:




       8d10964d-196c-4a54-8262-3348ebc8ad0b.xls                      Page 12

				
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