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Project Management Methodology

This page and all documents linked to this page are: Copyright © 2008 The Regents of the University of Michigan

Important: These documents are made available by ITS for public use, on an "as is" basis, without warranties of any kind, express or implied, including merchantability or fitness for a particular purpose.

The Project Management Methodology is designed for use in managing the Information and Technology Services (ITS) projects. Click on a phase below for a detailed workflow.

Click here to go to the Project Startup Stage Click here to go to the Project Execution stage click here to go to the Post Project stage
 Templates      Templates
 

The scope, size, and complexity of a project will affect the number of deliverables, which should be produced in order to adequately manage the proposal and execution of the project.

Note: Office 2007 is used for some Project Managment documents. If you do not have this software, you can download the Microsoft Office compatibility pack.


Project Management Templates

[Instructions for using templates]

Project Definition & Startup

M1170: Project Start-up & Kickoff Checklist
 

Reminders and checklists for initiating a project and conducting a successful kickoff meeting.

M101: Project Charge Document
 

Name, identify, and define a project scope and requirements.
View Sample

M102: Project Plan Schedule Summary
 

Project plan information with phases. For use in Excel, MS Project or PlanView.
View Sample of PlanView Project Plan

M104: Project Issues Log
 

Identify issues, changes and risks associated with a project using Lotus Notes or Excel.
View Lotus Notes Database Sample

M107: Project Roles, Responsibilities, & Training Requirements
 

Outline roles and responsibilities identified for the project. Identify training requirements associated with each role.

M108: Project Communication Plan
 

Assign role-specific responsibility for ongoing communications associated with the project.
View Sample

M110: Project Deliverables Log
 

Identify and track the required or suggested deliverables for a project based on its specific size or type.

M111: Project Kickoff Meeting Agenda
 

Provide a guide for planning the project kickoff meeting.

   

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Project Execution:

M131: Project Meeting Agenda
 

Agenda framework for regular meetings throughout the life of the project.

M132: Meeting Minutes
 

Meeting Minutes template for project meetings.

M134: Project Variance Report
 

PlanView instructions for creating a Project Variance Report.

M135: Project Status Report
 

Lotus Notes instructions for creating weekly Project Status Reports.

M136: Project Score Card Template.doc
 

Use Project Scorecard to indicate project status and milestones

M137: Lessons Learned (Lotus Notes)
 

Example of the Lotus Notes Database to be used for Lessons Learned.

M104: Project Issues Log
 

Identify issues, changes and risks associated with a project using Lotus Notes or Excel.
View Lotus Notes Database Sample

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Project Health Checks

M1400A: Project Health Check Approach
 

Reference material defining the Project Health Check Approach and its related inputs and deliverables.

M141: Project Health Check Plan
 

Using the associated reference document as needed, define the Project Health Check Plan.
Reference Document

M142: Project Health Check Questionnaire & Report
 

Complete questionnaire as it pertains to your specific project information.

   

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Post Project

M190: Project Conclusion Acknowledgement
 

Use this form or e-mail to confirm project conclusion.

M191F: Project Lessons Learned Feedback
  Conduct Lessons Learned meeting and gather feedback from project team members

M191S: Project Lessons Learned Summary
 

Summarize the Lessons Learned throughout the project.  Identify what you think went well, what can be improved, and recommendations for improvement.
View Sample

M192: Post Project Checklist
  Conclude  the project with a thorough review and completion of a final checklist. Wrap up any outstanding action items required for full project closure.

M193: Project Closure Executive Summary
 

Summarize and report project results for ITS Leadership and B&F Executive Officers. This report must not exceed 2 pages.

Required for all projects over 500 hours of effort as defined in the ITS Project Proposal process (optional for projects under 500 – but highly recommended in order to capture the business value of ITS efforts). This document signifies acknowledgement of project completion.  Project Managers should draft the summary and review it with the Project Director and Steering Committee where appropriate. The summary is due within 45 calendar days of your project go-live/completion.   When complete, the report is stored in the project documentation repository and also sent via email to Rob Thomas.

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end to end PM process

Quick Links

Project Management Approach
process flow
M1000B: Project Management Methodology Process Flow
key
Process Flow Diagram Key
PM Presentation
PMM Training Presentation
(Updated 2/10/06)