Project Manager's Checklist - Small Projects
Project Manager's Checklist - Small Projects
Project Manager's Checklist - Small Projects
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<strong>Project</strong> Manager <strong>Checklist</strong><br />
<strong>Small</strong> <strong>Project</strong>s – Class 1 & 2<br />
<strong>Project</strong>:<br />
<strong>Project</strong> Manager:<br />
Phase Activities<br />
Define Identify customer and project needs<br />
Key Document<br />
Deliverables<br />
Additional<br />
Deliverables<br />
Assign <strong>Project</strong> Class<br />
Create initial Work Plan (WBS)<br />
Develop Proposal<br />
Proposal Reviews<br />
Other UCSC Reviews (PP&C, Procurement,<br />
SHR)<br />
Sponsor Approval<br />
Phase Gate - ITS Manager Approval Class 1<br />
or 2 <strong>Project</strong>s (if project resources are within a<br />
single ITS unit)<br />
Phase Gate - ITS SMT Approval Class 1 or 2<br />
<strong>Project</strong>s<br />
(if project requires resources from multiple ITS<br />
units)<br />
<strong>Project</strong> Proposal<br />
Copy Approved<br />
<strong>Project</strong> Proposal to<br />
PMG<br />
Plan Develop Charter (optional for Class 2) <strong>Project</strong> Charter<br />
<strong>Project</strong> Budget<br />
Deepen Work Plan (WBS)<br />
Resource Plan<br />
• Staff Resources<br />
• Budget<br />
WBS<br />
Resource<br />
Assignments<br />
<strong>Project</strong> Budget<br />
Service Strategy<br />
Phase Gate – Manager/Sponsor Approval<br />
Phase Gate – <strong>Project</strong> Approval<br />
Copy Approved<br />
<strong>Project</strong> Charter and<br />
Associated<br />
Documents to PMG<br />
Copy Approved<br />
<strong>Project</strong> Budget to<br />
Business Services<br />
Launch Launch Kick-off Meeting<br />
• <strong>Project</strong> Plan Review and Assessment<br />
• Team Assignments<br />
• Initial Risk Review<br />
1<br />
Last Update: February 2012
<strong>Project</strong> Manager <strong>Checklist</strong><br />
<strong>Small</strong> <strong>Project</strong>s – Class 1 & 2<br />
<strong>Project</strong>:<br />
<strong>Project</strong> Manager:<br />
Phase Activities<br />
Phase Gate- Resources (Staff and Budget)<br />
Available and Final Schedule Approved<br />
Key Document<br />
Deliverables<br />
Additional<br />
Deliverables<br />
Manage Schedule Management WBS<br />
Requirements Definition<br />
System Design & Build (Design Review<br />
Board)<br />
Service Design and Transition<br />
<strong>Project</strong> Change Control Management<br />
Cost Management<br />
Risk and Issues Management<br />
Requirements<br />
Specification<br />
Gap Analysis<br />
System Design<br />
System Quality Plan<br />
System Test Plan<br />
<strong>Project</strong> Change<br />
Control<br />
Sponsor Sign-Off<br />
DRB Review<br />
Internal and External Communications Status Report Copy <strong>Project</strong><br />
Status Reports to<br />
PMG<br />
Phase Gate – Implementation Approval<br />
Close Transition to Production<br />
• System Deployment<br />
• Training<br />
• User and Support Documentation<br />
• Post go-live operational support<br />
• Service Transition & Operation<br />
Closure Meeting and Lessons Learned<br />
Administrative Closure<br />
Celebrate!<br />
Lessons Learned<br />
Review<br />
<strong>Project</strong> Closure<br />
Review<br />
IT Services<br />
New/Changed<br />
Services Release<br />
Copy Lessons<br />
Learned Review to<br />
PMG<br />
Copy Approved<br />
<strong>Project</strong> Closure<br />
Review to PMG<br />
2<br />
Last Update: February 2012
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