|
PMO
|
PROJECT LEAD
|
PROJECT SPONSOR
|
PRE-PROJECT
|
- Review the Request for Services
- Conduct intake interview
- Identify PMO staff and services or other UWSA resources to meet project needs
|
- Submit an online Request for Services
- Share previously developed documentation
- Agree to scope of services to be provided
|
- Support the Request for Services
- Guide project approval and budgetary considerations
- Share expectations for meetings and reporting cadence
|
INITIATION
|
- Define scope of work and deliverables
- Gather business requirements
- Conduct stakeholder interviews
- Set project communication
- Set team role expectations
- Build team awareness of change considerations
- Establish shared document repository
- Finalize and deliver Project Charter
|
- Provide expert knowledge to initially define the project and who needs to be involved in planning and evaluation
- Ensure the right solution and path are proposed, with enough evidence to gain leadership support
- Draft Project Charter
|
- Determine how the project fits into the larger strategic portfolio
- Define change required in strategic, numerical, and behavioral terms
- Commit to dealing with sources, degree, and type of resistance
- Establish regular check-in cycle with PMO and project lead
- Sign Project Charter
|
PLANNING
|
- Facilitate team accountability meetings
- Establish schedule/cost
- Develop risk log
- Create vendor management plan
- Develop communication plan
- Guide/assist project lead in assessment of stakeholder communication and training
|
- Provide expert knowledge to refine scope, deliverables, relevant stakeholders, and work needed
- Determine what training, change management, testing, approvals will be required and how those will be achieved
- Identify and recruit project team
|
- Make resources available for project success
- Provide decisions as needed
- Ensure project remains in line with larger strategic goals
- Identify and communicate what is firm and what is open to refinement and adjustment
- Help build coalition of leadership champions
|
EXECUTION
|
- Monitor project is proceeding according to plan
- Issue identification, escalation, and resolution
- Facilitate decision making
- Deliver regular status reports, risk, issue, and decision logs
- Work with project leadership and stakeholders to amend plan
|
- Keep workgroups or staff implementing the project and moving toward project goal by describing results, building relationships, acting when results are not met, and giving praise when due.
- Keep leadership informed of progress
- Validate status reports
|
- Read status reports
- Provide decision authority as needed
- Ensure that project remains in line with strategic goals
- Stay engaged and available for questions, concerns, and assistance
- Remove obstacles to change management progress
- Recognize success along the way
|
CLOSEOUT
|
- Facilitate closeout with project leadership and key stakeholders
- Ensure business requirements and project expectations outlined in the Project Charter have been met
- Provide closeout documentation, including lessons learned
- Support business leads with post survey
|
- Sign off on project deliverables and objectives
- Contribute to lessons learned
|