Comprehensive Project Management Engagement Tool for Effective PM Support

Comprehensive Project Management Engagement Tool for Effective PM Support

• 1.
  PM ENGAGEMENT TOOL Interactive(clickable) fields inside the original table layout. Submit the completed form to the project sponsor or designated PM. Quick Checklist Confirming if a Project Management Approach is Needed – Select Yes/No for each. Item Select Does the project involve more than one company team or department? — Select — Does it require coordination with external partners, vendors, or stakeholders? — Select — Does the project have major risks, strict deadlines, or compliance requirements? — Select — Does it need structured planning, tracking, or monitoring to stay on track? — Select — Will it enable existing capabilities and priorities? — Select — Does it require a project management approach? — Select — If you selected one, continue below....... Detailed Project Information Please complete the following section before requesting PM support. Field Entry Title: What is the project's title? Click to enter text Sponsor: Who is the project sponsor/lead? Click to enter text Department / Team: Click to enter text Purpose: What is the purpose or need for the project? Click to enter text Strategic Priorities: Does the project align with strategic priorities? — Select — If yes, describe: Click to enter text Timeline: What is the expected timeline? Click to enter text Urgency: Is this project time-sensitive? — Select — If yes, provide key deadlines and identify why the project needs to be completed by this deadline: Click to enter text Environment: Are there known risks, issues or constraints? — Select — If yes, describe:
• 2.
  Click to entertext Related Projects: Are there dependencies on other teams, systems, or projects? — Select — If yes, describe: Click to enter text Project Management Support Approach Level of Project Management Support Needed for the Project & Team to be Effective Item Select Full Project Management Support – Is your project high-complexity and requires planning, scheduling, risk management, reporting, and cross-team coordination? — Select — Project Management Advisory Only – Is your project simple and mainly needs advice, templates, and check-ins to get started? — Select — Engagement Terms Project Manager engagement pre-conditions – Set each to Yes/No. Pre-condition Select Sponsor confirms roles and resources for the project — Select — PM included in all scope/decision meetings — Select — A lead/subject-matter expert is identified and available — Select — Team is available to attend kickoff, agreed upon check-ins and follow-up meetings — Select — Relevant documents and background will be shared — Select — Team will collaboratively develop, review and validate PM deliverables — Select — Decision-makers have been identified for all items within scope and are available when needed. — Select — Decision-Response within ‘X’ days — Select — Additional Information Any additional context or information the PM should know: Description Click to enter text
• 3.
  Approvals PM Requestor –Contact Information; Project Sponsor approval (if required). Project Sponsor Approval (if required): Name: Click to enter text Date: Requestor Signature: Name: Click to enter text Department / Team: Click to enter text Date: ADDENDUM PM Deliverables Matrix Select Yes/No for Completed and In Progress columns. Deliverable Initial Effort Ongoing Effort Participation Need Dependencies / Notes Needed? In Progress? Project Charter 15–20 hrs. None Medium Requires sponsor engagement, access to scope owners. — Select — — Select — Stakeholder Register 2–3 hrs. Low Low Can be drafted from org data; sponsor validation helpful. — Select — — Select — High-Level Schedule / Gantt 6–12 hrs. High High Must attend working groups; cannot track via email. — Select — — Select — RACI Matrix 3–5 hrs. Low Medium Requires confirmation from leads. — Select — — Select — Communications Plan 3–4 hrs. Low Low/Med Requires minimal SME
• 4.
  input. — Select— — Select — Risk Register (Initial) 3–5 hrs. Low Low/Med Intake + kickoff adequate; deeper risks need WG attendance. — Select — — Select — Decision Log 1–2 hrs. setup Medium High Must attend decision- making sessions. — Select — — Select — Action Log 1 hr. setup Medium Medium Requires regular update cycles. — Select — — Select — Status Reports 1–2 hrs./report Recurring Medium Needs routine updates from leads. — Select — — Select — Change Log / Change Requests 2–3 hrs./change Medium Med/High Must be in conversations where change emerges. — Select — — Select — Risk Register (Ongoing) — Low Low/Med Updates can be asynchronous. — Select — — Select — Lessons Learned 4–6 hrs. None Medium Requires team reflection meeting. — Select — — Select — Closeout Report 6–8 hrs. None Medium Needs input from all workstreams. — Select — — Select —