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Check Lists for Project Life-cycle Work-flow
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Project Idea
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Step 1
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Idea Submitted via Project Idea Form in TDX
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Micro
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Small
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Medium & Large
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Step 2
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(to be determined)
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PM team meets during Project Lifecycle meeting - Evaluator assigned.
- Evaluator assigned
- Evaluator meets with requester
- Fill out Project Request Form (PRF) aka long form
- Start noting technical team or resource groups needed
- Ensure all supporting documents are attached
- Ensure Sponsor is named
- Requester meets with Sponsor
- Evaluator, requestor and sponsor meet to ensure all are on same page
- Evaluator selects automated workflow based on size.
- Evaluator adds Sponsor to next step (in TDX) before approving this step.
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Step 3
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Sponsor Accepts Project
- Sponsor accepts role in writing (attached to project if not approved by the sponsor)
- Evaluator approves on behalf of sponsor if sponsor does not directly approve within TDX
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Step 4
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Develop Charter
- Develop preliminary scope, time and cost estimate
- High-level requirements
- Conduct detailed business
- requirements analysis
- Business Requirements
- Use Cases
- Validations
- Stakeholder Analysis
- Estimate Target ﾱ 30%
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Step 5
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Resource Estimates
- Evaluator meets with Sponsor and Requester
- Project Request Form (PRF) presented
- Team capacity discussed
- Resource estimates noted for as far into the plan as we can go. (+/- 50% for now)
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Step 6
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Accept Charter
- Gain Sponsor approval to proceed with planning
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Step 7
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Scoring
- Evaluator meets with Sponsor, Requester, and Key Stakeholders to score project for prioritization. (document justifications for scores in score sheet)
- Escalate scoring to CIO or ITS Director if needed
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Step 8
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Evaluator presents to ITS Leadership
- Project Request Form (PRF) presented (approved/rejected)
- Discussion of direction
- Review of score/prioritization
- Review of Resource Estimates (+/- 50% for now)
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Step 9
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ITS Director Approves Resources
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CIO Approves Resources
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Micro
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Small
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Medium & Large
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Step 10
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Project Team Review with ITS Director
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Project Team Review with ITS Director
- Evaluator presents
- Approval/Rejection
- Evaluator documents approval/rejection
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Leadership Cabinet (LC) Review
- Evaluator presents
- Approval/Rejection
- Evaluator documents on behalf of LC
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Step 11
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(to be determined)
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Project Manager Assigned from Team
- Schedule Project kickoff
- Complete requirement gathering
- Create plan (Spreadsheet, Card Wall, etc.)
- Project Charter Reviewed
- Solution discussion
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Project Manager Assigned from ITS PM Team
- Schedule Project kickoff
- Complete requirement gathering
- Create Project Plan (WBS/Gantt)
- Project Charter Reviewed
- Solution discussion
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Step 12
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Project tracked using team’s preferred method and reports project status to ITS Leadership periodically.
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Project Changes from Project Request to Tracked Project
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Step 13
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Project goes into “Planning” phase
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Step 14
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Project goes into “Execution” phase
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Project Close
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Step 15
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(to be determined)
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Project Closing
- Develop Documentation
- Transition to Operations
- Celebrate & Reward
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Project Closing
- Transition to Operations
- Document Lessons Learned
- Save lessons learned to PDF and file in TDX under Lessons Learned folder in the briefcase (or Files once project is closed)
- Archive Project
- Celebrate & Reward
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