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Project Management Deliverable Checklist

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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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Description: Project Management Deliverable Checklist document sample