This document provides an overview and status update for a first time IT project. It summarizes the project name, organization, objectives, schedule, deliverables, costs, risks, and next steps. The project is currently in the programming stage and facing some issues around funding and resource availability. The next steps are to complete integration and testing and begin the installation and acceptance stage.

1. Project Name First Time IT Project Management Review Date Project Logo or Icon, if desired

2. Agenda Introduction/Comments Project Name General Overview Project Status Product Status Issues/Risks Project unique agenda topics Next Steps

3. General Overview Section Brief Project Description

4. Project Organization Program Management Agency Stakeholder(s) User Stakeholder(s) Infrastructure Stakeholder(s) Project Team Contractor(s) Project Interface(s) Quality Assurance Highest Authority

5. Project Objectives Vision Drivers Benefits

6. Objectives By Year Examples: FY 01 Planning and Requirements stages completed. FY 02 Modules X and Y completed. FY 03 pilot solution at site “x” and run parallel with legacy system for 2 months.

7. Project Status

8. Project Schedule/Decision Points Completed Task Rescheduled Task Baseline Task ID Task Name 1 Planning Phase 2 Planning Phase 3 Design Phase 4 Design Plan 5 Traceability Matrix 6 Updated Project Plan 7 Construction Phase 8 Construction Activities 9 Implementation Phase 10 Implementation Activities 2/1 2/28 3/1 4/2 3/26 4/30 4/27 4/30 5/1 5/31 6/1 1/21 1/28 2/4 2/11 2/18 2/25 3/4 3/11 3/18 3/25 4/1 4/8 4/15 4/22 4/29 5/6 5/13 5/20 5/27 6/3 6/10 February March April May June

9. Status of Implementation and Migration Schedule and Locations Use a format compatible with the project to present the Status of Implementation and Migration Schedule and Locations. Samples are provided in the Sample file.

10. Project Deliverables

11. Development Funding Status

12. Estimated FTEs and Total Cost In Thousands 1,300.0 237.0 304.5 758.5 Total $$ 154.0 15.0 15.0 124.0 Non Labor $$ 1,146.0 222.0 289.5 634.5 Labor $$ ~1+ ~2 ~4 ~FTEs Total FY 2004 FY 2003 FY 2002

13. Planned Vs. Actual Cost Actual Planned Jun May Apr Mar Feb Jan in $000

14. Maintenance Funding Status

15. ROI Refresh As of: (major checkpoint, e.g., design phase) Cumulative project cost Projected and Actual ROI begin date Original and Current ROI estimate Original and Current

16. Product Status

17. Performance Measures Qualitative Performance Measures Qualitative Non-Financial Performance Measures Financial Performance Measures Quantitative Comments/Status Variance Actual Baseline

18. System Architecture Physical View Use a format compatible with the project to present the System Architecture Physical View (hardware and software) for the client, server, and infrastructure layers of the system’s architecture. Examples are provided in the Sample file.

19. System Architecture Functional View Input Function 1 Process Function 2 Process Output A/R Function A/P Function Input Function 1 Process Function 2 Process Output

20. Data Interfaces System Name System(s) and Site(s) Providing Input System(s) and Site(s) Receiving Output Data Warehouse

21. Project Lifecycle Methodology and Standards Lifecycle Methodology DOE i.e., DOE SEM, DISE Industry e.g., James Martin, MS Frameworks Contractor Model DOE or Industry Standards

22. Summary of Project Stages or Phases Description Stage or Phase

23. Requirements Changes How many changes received How many accepted How many rejected How many on hold Impacts

24. Product Quality Quality Objectives Quality Activities

25. Concerns/Issues Requiring Management Attention

26. Risk/Issues

27. Project Unique Topics Insert slides unique to the project at this point in the presentation. The format of the project unique slides are determined by the presenter.

28. Next Steps

29. Overview of Project Status Legend: Green = On schedule, or completed Yellow = Symptoms of, or actual problems exist, or re-baselining required Red = Date/Schedule has not been, or cannot be met = Current project stage May 01 02 Install. & Accept. Stage 95 Apr 01 02 Integration and Testing 84 Mar 01 02 Programming Stage 62 Project funding is not sufficient. Jan 01 02 Red Design Stage 31 Key resource has been out ill. Nov 1 01 Yellow Reg. Def. Stage 13 Completed Aug 30 01 Green Planning Stage 1 Explanation (Required) Finish Status Stage Name Task