Project Toolkit

To support the governance framework a project management/system development methodology has been developed. The amount of rigor that needs to be applied to a project depends on its size and complexity. The minimum requirements matrix should help in determining what elements of the methodology to apply. If you are new to project management, here’s a manual for you.

• Statement of Work [for Enhancements]
• Business Case [for Projects]
• Checklist for Initiating a Project
• Risk and Value Evaluation

• Kick Off Agenda
• Contact List
• Project Roles and Responsiblities
• Charter
• Project Charter Budget
• Scope Document
• Work Breakdown Structure
  • WBS Software Development (Excel)
  • WBS Software Development (Visio)
• Cost Estimate & Budget
• Cost Benefit Analysis
• Work Plan/Project Schedule (Project Plan Template)
  • Software Development Template
  • Architecture Template » coming soon
  • Package Solution Template » coming soon
• Risk Mgmt Plan
• Risk and Value Evaluation
• Communications Plan
• Communications Plan template
• Change Mgmt Plan » includes Change Request Template
• Issue Mgmt Plan
• Resource Plan » coming soon
• Quality Management Plan » coming soon
• Project Organization & Governance » coming soon
• Phase Exit Plan » coming soon
• Software Development Strategy » coming soon
• Procurement & Sourcing Strategy » coming soon
• Training Plan » coming soon

• Business Process Design (As-Is)
• Business Process Design (To-Be)
• RICEF Inventory » coming soon

• Functional Design (Web)
• Functional Design (PeopleSoft)
• Technical Design (Web)
• Technical Design (PeopleSoft)

• Testing Strategy
• Testing Approach » coming soon
• Test Plan
• Test Script

• Technical Build Template
• Unit Test Conditions

• Cut Over Activities » coming soon
• Deployment Planning

• Lessons Learned Survey
• Lessons Learned Process Template
• Project Closeout Checklist
• Post Implementation Review Report