IT Project Document Checklist & RACI Matrix

1. Large
Small
ChangeRequest
Bug
Critical
Product
ProductImprovement
Internal
Public/External
Confidential
Restricted
Pre-factor
Regular
Post-factor
ResposibleDepartment
ProjectOwner
ProjectManager
BusinessAnalyst
Development
Testing
DBA
SystemAdministration
NetworkAdministration
SupportManagement
Stakeholder(external)
1 1. BRS (High Level) / RFP/ Email M M M M M M M Y Y Y BA I A R C I I I I I I
2 2. Questionnaire Y Y BA I A R C I I I I I
3 3. Feasibility Analysis/Business Model M M M M M M Y Y Y PM
A R C C I I I I
4 4. Project Proposal M M M M Y Y PM
I A, R C C C C C C I
5 5. Agreement/Sign-off/Internal Memo M M M M M M Y Y Y Y PM
A R I I I I I I I C
6 1. Project Charter M M Y Y PM A R
7 2. Project Stakeholder List M M M M M M Y Y PM I A R I I I I I I
8 1. Project Team M M M M M M M Y Y PM
I A, R C C C C C C I C, I
9
2. Functional BRS for Customer/ Detail CR
Document
M M M M Y Y BA
I A R C I I I I I C, S
10 3. Functional SRS M M M M M M Y Y BA I A R C C C C C I
11 4. Prototype M M M M M Y Y BA I A R C I I C
12 5. Detail Project Plan M M M M M M M Y Y Y PM I A, R C C C C C C C C
13 6. Test Case M M M M M M M Y Y Testing I A C I R I
14 7. RTM M M M Y Y PM I A R C R I
15 8. Project Management Plan M M M M M M M Y Y PM I A, R C C C I I I I I
16 1. Detail Technical SRS M M M M M M Y YDevelopmentI A C R I
17
2. Project Update, Monitoring &
Controlling, Risk response, etc
M M M M M M M Y Y PM
I A, R C C C C C C C C, I
18 3. Project Reports M M M M M M M Y Y PM I A, R C C I
19 1. Test Plan M M M M M M M Y Y Testing I A C C R
20 2. UAT M M M M M M M Y Y Testing I A C I R
21 3. Release Note M M M M M M M Y Y Y Testing I A C I R
22 4. Testing Handover Checklist M M M M M M M Y YDevelopmentI A C I R
23 5. QA Memo M M M M M M M Y Y Y Testing I A C I R
24 6. Defect Report Y Y Testing I A C I R
25 7. Validation Checklist M M M M M M M Y Y Testing I A C I R
26 8.Cash Flow M M M Y Y Y Finance I A/R
27
1. Implementation (Pilot Run/Roll-out)
Plan
M M M M M M M Y Y Y PM I A,R C C C C C C I
28 2. Project - Issue log Y Y PM I A I C I R
29 3. Customer Survey M M Y Y Y Y PM I A R
30 4. Project Hand-over Document M M M M M M Y Y PM I A C C R C
5. Source Code Archive I R A
31 6. Project Close-out M M Y Y Y PM I A, R I C I I I I C
32 7. Project Evaluation Document M M M M M M M Y Y PM I A, R I I I I I I I
33 7. Lesson Learned M M M M M M Y Y PM I A, R C C C C C C C
34 8. GO-LIVE Document M M M M M M M Y Y PM I A, R I C C C C C I
35 9. Release and Deployment Plan M M M M M M M Y Y Testing I A, R I C C C C C I
36 10. User Manual M M Y Y Y Testing I A C C R C C C I
37 11. Root Cause Analysis Document M Y Y YDevelopment
I A I R C I
39
Training, Support,
Maintenance.
1. Support - Issue log Y Y Y Support
I
A I C C R
Training Participant List* M M M M M M M Y Y Y I A,R I C
Meeting Minutes* M M M M M M M Y Y Y Y I A,R I I I I
M = Mandatory, Blank/O = Optional,
L = Large, S = Small, CR= Change Request, C= Critical, P= Product Development, PI = Product Improvement
* Project Manager or Business Analyst or project team member assisgned by Project Manager
Note:
1 Project wise document checklist and/or RACI matrix can be revised based on project type and criticality and in consultation with the Portfolio Manager or Project Owner.
2 One single person can hold multiple roles. In that case, S/he will be held responsible for that role(s) and ensure documentation(s) as where required.
3 Document must be verified by the responsible team lead as well as Head of the department (HoD) before take approval.
Signoff
Project Manager Portfolio Manager
Document Checklist & RACI matrix (Draft)
Pre-Sales
Initiation
Time
All
biTS Ini.Client Project
Development
/Execution
Implementation /
Close-out
Planning/Design
Confidentiality
Level
RACI Matrix
R= Responsible, A= Accountable, C= Consulted, I= Informed
Document NameProcess GroupSL
Monitoring & Controlling
/Quality Control /
Testing