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Project Manager Checklist 03-24-2006
 

Project Manager Checklist 03-24-2006

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    Project Manager Checklist 03-24-2006 Project Manager Checklist 03-24-2006 Presentation Transcript

    • 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 /home/pptfactory/temp/20100603085804/project-manager-checklist-032420063009.doc Created on: 6/3/2010 Last Modified on: 3/22/2006 11:51:00 PM
    • 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 /home/pptfactory/temp/20100603085804/project-manager-checklist-032420063009.doc Created on: 6/3/2010 Last Modified on: 3/22/2006 11:51:00 PM
    • 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 /home/pptfactory/temp/20100603085804/project-manager-checklist-032420063009.doc Created on: 6/3/2010 Last Modified on: 3/22/2006 11:51:00 PM
    • 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 /home/pptfactory/temp/20100603085804/project-manager-checklist-032420063009.doc Created on: 6/3/2010 Last Modified on: 3/22/2006 11:51:00 PM
    • 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 (OIS- No No 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 /home/pptfactory/temp/20100603085804/project-manager-checklist-032420063009.doc Created on: 6/3/2010 Last Modified on: 3/22/2006 11:51:00 PM
    • 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 /home/pptfactory/temp/20100603085804/project-manager-checklist-032420063009.doc Created on: 6/3/2010 Last Modified on: 3/22/2006 11:51:00 PM
    • 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 /home/pptfactory/temp/20100603085804/project-manager-checklist-032420063009.doc Created on: 6/3/2010 Last Modified on: 3/22/2006 11:51:00 PM
    • 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 /home/pptfactory/temp/20100603085804/project-manager-checklist-032420063009.doc Created on: 6/3/2010 Last Modified on: 3/22/2006 11:51:00 PM
    • 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 /home/pptfactory/temp/20100603085804/project-manager-checklist-032420063009.doc Created on: 6/3/2010 Last Modified on: 3/22/2006 11:51:00 PM
    • 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 /home/pptfactory/temp/20100603085804/project-manager-checklist-032420063009.doc Created on: 6/3/2010 Last Modified on: 3/22/2006 11:51:00 PM
    • 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 /home/pptfactory/temp/20100603085804/project-manager-checklist-032420063009.doc Created on: 6/3/2010 Last Modified on: 3/22/2006 11:51:00 PM
    • 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 /home/pptfactory/temp/20100603085804/project-manager-checklist-032420063009.doc Created on: 6/3/2010 Last Modified on: 3/22/2006 11:51:00 PM
    • 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 /home/pptfactory/temp/20100603085804/project-manager-checklist-032420063009.doc Created on: 6/3/2010 Last Modified on: 3/22/2006 11:51:00 PM
    • 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 /home/pptfactory/temp/20100603085804/project-manager-checklist-032420063009.doc Created on: 6/3/2010 Last Modified on: 3/22/2006 11:51:00 PM
    • 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 /home/pptfactory/temp/20100603085804/project-manager-checklist-032420063009.doc Created on: 6/3/2010 Last Modified on: 3/22/2006 11:51:00 PM
    • 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 /home/pptfactory/temp/20100603085804/project-manager-checklist-032420063009.doc Created on: 6/3/2010 Last Modified on: 3/22/2006 11:51:00 PM
    • 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 /home/pptfactory/temp/20100603085804/project-manager-checklist-032420063009.doc Created on: 6/3/2010 Last Modified on: 3/22/2006 11:51:00 PM
    • 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 /home/pptfactory/temp/20100603085804/project-manager-checklist-032420063009.doc Created on: 6/3/2010 Last Modified on: 3/22/2006 11:51:00 PM
    • 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 /home/pptfactory/temp/20100603085804/project-manager-checklist-032420063009.doc Created on: 6/3/2010 Last Modified on: 3/22/2006 11:51:00 PM