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 b946b27a-9f50-4970-8337-61dc74aa2bda.xls Page 1 oject Management Checklist Project Name Program Mgr. Project Mgr. Leader Participants b946b27a-9f50-4970-8337-61dc74aa2bda.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: b946b27a-9f50-4970-8337-61dc74aa2bda.xls Page 3 anagement Checklist Participants b946b27a-9f50-4970-8337-61dc74aa2bda.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 b946b27a-9f50-4970-8337-61dc74aa2bda.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: b946b27a-9f50-4970-8337-61dc74aa2bda.xls Page 6 oject Management Checklist Project Name Program Mgr. Project Mgr. Leader Participants b946b27a-9f50-4970-8337-61dc74aa2bda.xls Page 7 ding number Date: b946b27a-9f50-4970-8337-61dc74aa2bda.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: b946b27a-9f50-4970-8337-61dc74aa2bda.xls Page 9 Management Checklist Participants b946b27a-9f50-4970-8337-61dc74aa2bda.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: b946b27a-9f50-4970-8337-61dc74aa2bda.xls Page 11 anagement Checklist Project Name Program Mgr. Project Mgr. Leader Participants Date: b946b27a-9f50-4970-8337-61dc74aa2bda.xls Page 12
"Project Management Assessment Report"