Overview 1000: Project Definition and Startup

Links:
Project Management Methodology (M1000B) Process Flow Diagram Key 2000: Project Execution
Project Management Approach 3000: Post Project
è Overview

1000
Start 2000 3000
Project Definition End Process
(Approved Project) Project Execution Post Project
and Startup

Participants

1000 2000 3000

Project Manager Project Manager Project Manager

Project Director(s) Project Team Project Team
(Director, Leads,
Project Lead(s)
and/or SME)
Resource
Project Lead(s)
Manager(s)
Resource
Manager(s)
 Overview 1000: Project Definition and Startup
Links:
1000 Project Definition and Startup Process Flow Diagram Key 2000: Project Execution
Project Management Approach 3000: Post Project
è 1000: Project Definition and Startup 1100 Define Project 1200 Plan Project 1300 Project Startup

Start
(Approved Project)

1300
1100 1200
Prepare for Project
Define Project Plan Project
Startup and Kickoff

2000
Project
Execution
 Overview 1000: Project Definition and Startup
Links:
1100 Define Project Process Flow Diagram Key 2000: Project Execution
Project Management Approach 3000: Post Project
1000: Project Definition and Startup è 1100 Define Project 1200 Plan Project 1300 Project Startup

Project M1100A Project Project

Start Proposal PM Approach Proposal Charge
(Approved Project)

1110 1140 1150

Project Manager

1120 B.
Set up project Review PM Create list of
Define project Standard PM Yes
document Approach project Project
charge approach?
repositories Document deliverables Project Deliverables
Charge Log
No

Update PM
Approach
Project M101 Document
Project Create Project Plan
Document Project Deliverables
Repository Charge Log 1170
Determine tasks
1180
Estimate effort and duration
PM Approach
1190
Determine task order and
dependencies
No Yes
Lead(s)
Project

No

1130 1160 Yes

A. C. M102
Review Project Confirm project
Approved? Approved? Project
Charge deliverables
Plan
Director(s)
Project

1200
Plan Project
 Overview 1000: Project Definition and Startup
Links:
1200 Plan Project Process Flow Diagram Key 2000: Project Execution
Project Management Approach 3000: Post Project
1000: Project Definition and Startup 1100 Define Project è 1200 Plan Project 1300 Project Startup

1200 M1170
Plan Project Project
Startup & Resource
Project Kickoff Allocation Project Project Project
Charge Checklist List Plan Charge Plan PM Approach
Project Manager

1280
1210 1250 1260 Establish initial
Define roles and Project Issues,
Set project Refine budget
Risks, & Change-
responsibilities Project Project Project baseline schedule estimate Scope Control
Charge Charge Plan Logs

M107 Project Project M104

Project Roles, Plan Budget Project Issues,
Responsibilities, (updated) Risks,&
1230
& Training Change-Scope
Define resource
Requirements Control Logs
needs

1300
Manager(s)
Resource

No Yes Prepare for

Project Startup
and Kickoff
No
Yes
1220 1240
A.
Review roles and Identify project
Approved?
responsibilities resources
Director(s)
Project

1270
B.
Review budget
Resource Approved?
estimate
Allocation List
 Overview 1000: Project Definition and Startup
Links:
1300 Prepare for Project Startup and Kickoff Process Flow Diagram Key 2000: Project Execution
Project Management Approach 3000: Post Project
1000: Project Definition and Startup 1100 Define Project 1200 Plan Project è 1300 Project Startup

1300
Prepare for
Project Startup
and Kickoff
Project Manager

1310 B. C. 1350 1370

Create Project Project requires Project requires Create Project Send kickoff
No No
Communication special physical staff training and Kickoff Meeting meeting invitation
Plan environment? orientation? Agenda and agenda

Yes Yes
M108 M111
Project Project Kickoff
Communication Meeting Agenda
Plan
1340
Setup staff training
Manager(s)
Resource

and orientation
1330
Setup physical
environment
1380
Conduct project
kickoff meeting
Director(s)

No Yes Yes No
Project

1320 1360
Review Project A. Review Project D.
Communication Approved? Kickoff Meeting Suggestions?
Project Lead(s)

Plan Agenda

2000
Project
Execution
 Overview 1000: Project Definition and Startup
Links:
2000 Project Execution Process Flow Diagram Key 2000: Project Execution
Project Management Approach 3000: Post Project
è 2000: Project Execution 2100 Project Administration 2200 Project Reporting 2300 Project Control Management 2400 Project Health Checks

2100
Project
Administration

2000
Project 2200
Execution Project Reporting

2300
Project Control
Management

2400
Project Health
Checks

Production
Support
Planning

3000
Post Project

2000 – 7000
SDLC

Upgrade Life
Cycle Phases
Methodology
 Overview 1000: Project Definition and Startup
Links:
2100 Project Administration Process Flow Diagram Key 2000: Project Execution
Project Management Approach 3000: Post Project
2000 Project Execution è 2100 Project Administration 2200 Project Reporting 2300 Project Control Management 2400 Project Health Checks
M131 M132
Project Meeting Project Meeting
Agenda Minutes

2100
Project 2110
Administration Conduct project
review meetings

M131 M132
Project Meeting Project Meeting
Agenda Minutes

Project Project
Meeting Meeting
Agenda Minutes
2120
Conduct project
working team
Project Manager

meetings

Project
Plan
Project Project
Meeting Meeting
Agenda Minutes

2130
Maintain Project
Plan
M137
Lessons Learned
(Lotus Notes) 3000
Post Project
Project
Plan
(updated)

2140
Capture lessons
learned

Lessons Learned
(Lotus Notes)
 Overview 1000: Project Definition and Startup
Links:
2200 Project Reporting Process Flow Diagram Key 2000: Project Execution
Project Management Approach 3000: Post Project
2000 Project Execution 2100 Project Administration è 2200 Project Reporting 2300 Project Control Management 2400 Project Health Checks

M136
Project Scorecard

2200
Project
Reporting 2210
Maintain Project
Scorecard
M135
Project Status
Report

Project
Scorecard
(updated)

2220
Create status
reports
Project Manager

Project
Plan
M134 Project
Project Status
Variance Report
Report

2230
Record actual time

M137
Lessons Learned
(Lotus Notes) 3000
Post Project
Project
Plan
(updated)

2240
Capture lessons
learned

Lessons Learned
(Lotus Notes)
 Overview 1000: Project Definition and Startup
Links:
2300 Project Control Management Process Flow Diagram Key 2000: Project Execution
Project Management Approach 3000: Post Project
2000 Project Execution 2100 Project Administration 2200 Project Reporting è 2300 Project Control Management 2400 Project Health Checks

2300
Project Control
Management

2310
Issue
Management
Project Manager

2330
2320
Change/Scope
Risk Management
Management

3000
Post Project
 Overview 1000: Project Definition and Startup
Links:
2310 Issue Management Process Flow Diagram Key 2000: Project Execution
Project Management Approach 3000: Post Project
2000 Project Execution 2100 Project Administration 2200 Project Reporting è 2300 Project Control Management 2400 Project Health Checks

B.
2310 No Project Yes
Issue completed?
Management

M104 3000
Project Post Project Project
Issues Log No Issues Log
Project Manager

2311 2313 C.
A. 2312
Review open/ Yes Update Project Accept new
New issues? Assess new issue
deferred issues Issues Log issue?

Project
Issues Log
Project Issues Project Issues Log No Yes
Log (updated with new
(updated with status)
new status)

2314
Close out issue

2315
Address issue as
an action item Project Issues Log
(updated with new
status)
E.
D.
Does issue
Does issue No
introduce risk? change project
(Director, Leads,

scope?
and/or SMEs)
Project Team

No
Yes Yes

2330
2320
Change/
Risk
Scope
Management
Management
 Overview 1000: Project Definition and Startup
Links:
2320 Risk Management Process Flow Diagram Key 2000: Project Execution
Project Management Approach 3000: Post Project
2000 Project Execution 2100 Project Administration 2200 Project Reporting è 2300 Project Control Management 2400 Project Health Checks

B.
2320 No Project Yes
Risk completed?
Management

M104 3000
Post Project 2324
Project Project Develop risk
Risks Log No Risks Log mitigation plan

Yes
Project Manager

2321 2323 C.
A. 2322
Review open/ Yes Update Project Does new risk
New risks? Assess new risk
deferred risks Risks Log impact project?

Project
Risks Log
No
Project Risks Log Project Risks Log
(updated with new (updated with new
status) status)

2325
Close out risk

2326
Address risk as an
action item
Project Risks Log
(updated with new
status)

Does risk
No change project Yes
(Director, Leads,

scope?
and/or SMEs)
Project Team

2330
Change/
Scope
Management
 Overview 1000: Project Definition and Startup
Links:
2330 Change/Scope Management Process Flow Diagram Key 2000: Project Execution
Project Management Approach 3000: Post Project
2000 Project Execution 2100 Project Administration 2200 Project Reporting è 2300 Project Control Management 2400 Project Health Checks

B.
No Project Yes
2330
completed?
Change/
Scope
M104
Management 3000
Project
Post Project Project Change/
Change/
Scope Log Scope Log
No
Project Manager

2333
2331 2332 Update
A.
Review open/ Yes Assess new Project Change/
New changes?
deferred changes change Scope
Log
Project
Project Change/ Plan
Scope Log

Project Change/ Project Change/

Scope Log Scope Log
(updated with new (updated with new
status) 2335
2336 status) Update Project
Close out
Plan
change/scope

Project
Project Change/Scope Log Plan
(updated with new status) (updated) D.
C.
Does change
No Accept new No
Manager(s) Leads, and/or
Project Team

introduce new
change?
(Directors,

project risk?
SMEs)

Yes
Yes
2320
Risk
Management
Resource

2334
Assign resource(s)
to accomplish
change order
 Overview 1000: Project Definition and Startup
Links:
2400 Project Health Checks Process Flow Diagram Key 2000: Project Execution
Project Management Approach 3000: Post Project
2000 Project Execution 2100 Project Administration 2200 Project Reporting 2300 Project Control Management è 2400 Project Health Checks

2400
Project Health Project
Checks Health Check
Questionnaire
M1400A & Report Project
Project Health Health Check
Check Approach Questionnaire
Document & Report
Project Manager

Conduct Project Health Check

2450
Examine project artifacts
2420 2430
2410 Train and prepare Administer Project 24A0
2480
Prepare Project project team for Health Check 2460 Prepare and
Prepare draft
Health Check Plan project health Questionnaire & Conduct interviews publish final
findings
check Report findings
2470
Analyze information and develop
corrective action plan
3000
Post Project

M141 M142 Project Project

Project Health Project Health Check Health Check
Check Plan Health Check Questionnaire Questionnaire
Questionnaire & Report & Report
& Report (completed) (submitted)
2490
Conduct
management
Lead(s)
Project

review meeting

2440
(Directors, Leads,

Complete Project
and/or SMEs)
Project Team

Health Check
Questionnaire &
Report

Project
Health Check
Questionnaire
& Report (updated)
 Overview 1000: Project Definition and Startup
Links:
3000 Post Project Process Flow Diagram Key 2000: Project Execution
Project Management Approach 3000: Post Project
è 3000: Post Project

M190 M192
Project Lessons Project Lessons Project Conclusion Post Project
Learned Feedback Learned Summary Acknowledgement Checklist
3000
Post Project

Project Closeouts
Project Manager

3500
3100 Close contracts
A.
Capture final (if needed)
Are final project 3300
project 3400 3800
health checks Create Project 3600
management Hold final project Complete Post
required? Lessons Learned Close project plan/
information summary meeting Project Checklist
Summary schedule

Yes 3700
No Close out and archive
project repositories
2400
Project Health M191S M193 Post Project
Checks Project Lessons Project Closure Checklist
Learned Summary Executive (Completed)
Summary
Closed MS Closed
Project Plan PlanView End of Project
Project Plan
3200
Review/evaluate
final Project
Lessons Learned
Project Team

M191F
Project Lessons
Learned Feedback