- Review idea with manager/AVP and OHR Fiscal Officer
- Prepare Business Case to provide rough estimates for project costs, duration, resources and proposed start date. Submit to Program Director.Decision Matrix may be required to appropriately and cross-functionally vet options.
- Add project to PPM tool, place in the Pipeline portfolio. Enter estimated costs and expenses into PPM.
Provide initial project goal and estimates.
- Project is approved or denied by OHR leadership/PMO. If approved, the project is assigned a sponsor and PM
- Complete Stakeholder Analysis form to identify all areas affected by the project
- Complete Communication Plan – this is the initial plan to communicate updates to project stakeholders
- Prepare Test Plan – Using the Use Cases to tie back to the Requirements Doc
- Complete Issues/Risk Log – list possible risks, probability and reaction plan
- RACI chart – matrix shows roles and expectations (Responsible, Accountable, Consulted and Informed
- Change Management Plan – shows how changes to the project will be controlled, governed, communicated and approved.
- Create Project Financials to help control the budget
- PM completes Requirement Doc, performs Kick-Off Meeting to refine requirements and update the project plan.
- Sponsor reviews and provides approval to proceed
- Project tasks are worked and marked complete. Software development tasks are updated in Trello
- Project team meets regularly to discuss the project status and issues. Work may be broken up into iterative sprints.
- Sponsor is kept up-to-date on the progress of the project and issues/risks.
- Sponsor approves final product and go live date
- Project is deployed as planned
- Training and documentation are completed
- Support team is included as planned
- Team conducts Lesson’s Learnedsession with Sponsor. Findings are documented and shared appropriately. All tasks are marked 100% complete in the PPM tool and the project is archived.
- PM sends notification the project is done, resources are released
Phase / Stage
Template / Description
- Business Case
Detail the financial impact and rationale for proceeding with the project
- Decision Matrix
- Requirements Doc (includes Use Cases)
- Risk Matrix
- Test Plan
- Project Plan (may be 1, phase level or complete list of tasks)
- Staffing Plan
- Change Form
- Communication Plan
- Financial Plan
- Project Charter
- Risk Issue Log
- Stakeholder Analysis
- Detailed Specifications
- Go No-go
- Testability Review
- Traceability Matrix
- Communication Documentation
- Training Documentation
- User Manuals/Job Aid
- Lesson’s Learned
- Warranty period, then official hand-off to Operations
- Resources are release
- All project tasks are marked 100% and project is archived
Phase / Stage