Project

Managemen
t
General Project Presentaton
Other Documents Management Tools s

Abbreviated- Power Point

Document Checklist

Document Lifecycle

Abbreviated- Word
Document Library

Table of Contents

Meetng Minutes
Meetng Agenda

Project Kickof
Status Report

Sign-In Sheet
Introducton

Contact List
Data Element
$
% Complete x
Acceptance Criteria
Access Requirement(s)
Accessories
Account/Dept x x x
Accountable
Action Item(s) x
Action Plan
Active Directory Supported
Activities Completed this week x
Activities Planned for next week x
Activity Tracker x
Actual Finish Date
Actual HRS Week Ending
Additional Approvers
Additional Comments
Additional Staff Involved x
Agenda Items x x x
Alignment Justification
Amount x x x
Annually
Antivirus Exemptions
Appendix
Application Patching Responsibility
Application Server Requirements
Approach
Approved By x x
Approved Rejected Deferred
Architecture
Architecture (Current)
Architecture (Proposed)
Assessment
Assumptions
Attendees x x
AU #
Authentication
Backup Requirements
Benefit(s) x
BMC
Budget Cost
Budget Summary
Business Cost(s)
Business Owner x x x x
Capital x x x
Capital Cost(s)
Capital Totals
Category
Cell/Pager x
Challenges x x
Change Approval
Change Evaluation
Change Implementation
Change Management
Change Management Window
Change Plan
Change Plan (Technical)
Charter (large projects)
Change Request
Change Request #
Charter Overview
Charter Sign Off
Check-off Item(s)
Client Services Field Tech
Clinical Intelligence Team
Comment(s)
Communication Plan
Communication Type
Concurrence
Constraint(s)
Consultant(s)
Consulted
Contact Name
Core Team
Core Team Member(s)
Costs - Detail
Cost(s) x x x
CPU
Critical Success Factors
Cumulative Total(s)

Current State Process/ Workflow: <High, Med,

Low as it relates to Risk, Issues and Concerns.
TBD – Requirements Documents>
Curriculum
Data Entry
Database Server Requirement(s)
Database Team
Date x x x
Date Delivered
Date Due x x
Date Entered
Date evaluated
Date of Request
Date Raised
Date Resolved
Date/Status x
Date/Time x x
Deadline
Decision Date x
Decision(s) x x
Decision(s) Required x
Deliverables
Delivery
Department x x
Department/Company x
Dependencies
Dept./Company x
Description x
Description of change and justification (reasons
for change, benefits, date required)
Director ITS Planning and Project Management
Office
Director Presentation: Planning to
Implementation

Director Presentation: Request to Assessment

Director Roadmap Presentation: Assessment to

Planning

Director Presentation: Request to Assessment

Discussion/Review x
Disks
Distribution To
Duration
Efficiency x
eLearning
Email x
End Date
End Time
End User
Environment
Enter other comments
EST HRS
Environment: (Test, Conversion,..)
Estimated cost, and time to implement (quotation
attached? Yes No )
Executive Sponsors
Excluded from Scanning
Executive Summary
Facilitator x x
FAQ
Final Project Deliverable(s)
Fiscal Year x x x
Follow-up
Follow-up Items x
Format & Content
Forum
Frequency/Due Date
Functional Manager Team Lead
Functional Mgr
Functional Requirement(s)
Funded x
Funding x
Funding Comments x x x
Future State Process / Workflow
Goal(s) x
Go-Live
Go-Live & Post Go-Live Support
Go-Live Checklist
Go-Live Event
Go-Live Plan
Go-Live Readiness
Go-Live Tasks
Governance Decision
Governance Request: Move this project to x x
Grant x x x
Group:Team x x
Guidelines
H / M/ L
Hardware x
Hardware Cost
Health x
Hosting Service
ID #
Impact x
Implementation Approach
Implementation
Implementer
In Scope x
Information Services
Informed
Infrastructure
Infrastructure Cost(s)
Infra Director/Manager
Infrastructure Team
Initiation
Integrated Testing
Interface Engineer
Interface Team
Interfaces
Introduction
Issue Reporting
Issues x
Issues/Concern(s) x
Issues/Risk(s) x
Issues/Concerns/Risks x
IT Analysts
IT Analyst Team
IT Resources/Tasks Requirements -
Implementation Phase
Item
Item to be changed
ITS Directors
ITS Initiatives (New)
Kick Off Presentation
Large
Laptop/PC
Lesson(s)
Lessons Learned
Lessons Learned Action Plan
Level of Effort x x
License Fees
Location x x x
Logistics
Maintenance
Maintenance/Support
Major Milestone(s)
Manager / Director
Materials Management
Measurable Objectives x
Memory
Milestone(s) x x
Minimum
Mitigation Plan
Monitoring
Monitors
Monthly
Name x x x x
Name of evaluator
Network Requirements
Next Step(s) x
No
Notes
Notes/Handoff
Objective(s) x
Office Supplies
Open
Operating x x x
Operating Cost(s)
Operating System
Operating Totals x x x
Operations and Maintenance
Operations and Maintenance Items
Option(s)
Other x x
Other Costs
Other Signatures (Optional)
Out of Scope x
Out of Scope Activities / Issues x
Overtime
Overview
Owner x x
Performance Against Planned Target Time And
Cost
Phase x x
Phase/Milestone x
Phone x
Plan to Mitigate x
Planned Start
Planned Finish Date
Planning
Post Go-Live Support
Post Go-Live Tasks
Pre Go-Live Tasks
Preferred
Preferred Contact x
Prepared by x
Printers
Priority (H,M,L)
Priority / Constraints (impact on other
deliverables, implications of not proceeding,
risks)
Probability
Problem Statement x x x
Process
Process / Workflow Gap Analysis
Project Acceptance Signoff
Project Close-Out
Project Close-Out Discussion
Project Closure and Acceptance
Project Completion
Project Cost Detail
Project Cost(s) x
Project Costs Per Year x
Project Deliverable/Activity
Project Funding
Project Governance
Project Journal
Project Kickoff Presentation
Project Lead
Project Manager x
Project Milestones/Deliverables x
Project Name x x x x x x x
Project Overview x
Project Overview - Current Phase x
Project Phase x
Project Plan
Project Request
Project Request Title
Project Responsibilities x
Project Role x
Project Sponsor (VP) x x x
Project Stakeholders
Project Status
Project Success Factor(s)
Project Summary
Project Team
Project Timeline x
Proposed By x x
Proposed Solution
Proposed Timeline x
Quality x
Quarterly
Quest Alignment x
Questions x
RAID or Responsibility Matrix (RACI)
RAID Log
Raised By x
Readiness Category(s)
Recommendation or Proposal
Recommendations x
Recorder x
Reference(s)
Regulatory
Regulatory Requirement(s)
Related change requests
Req ID
Request
Requested End Date
Requested Start Date x
Requestor
Requestor/Department x x
Required Changes
Requirement(s)
Research
Resolution
Resource x
Resources (Name) x x x
Resources Assigned x
Responsibilities
Responsible <Name> x
Reviewer Comments
Risk(s)
Risk Category
Risk Description
Risk Overview
Risk Monitoring and Mitigation
Risks/Concern(s) x x
ROI
ROI Description
Role(s) x x
Roles and Responsibilities
Satisfaction x
Scope x
Score
Security
Security Analyst
Server
Service Pack Level
Shipping
Signature x
Sign-Off
Small
Software x
Software Cost
Source of Funding x x x
Special Instructions/Limitations
Staff
Staff (Regular and overtime)
Stakeholder(s) x
Start
Start Date x
Start Time
Status x
Status of Decision x
Status Report
Steering Committee
Steps/Tasks
Storage Requirements
Student Enrollment
Subtotal
Super User (s)
System Availability Requirements
System Patching Frequency
System Patching Responsibility
Target Finish
Target Finish Date
Task #
Task Description
Task Name
Task Status
Team Lead(s)
Technical Management
Team Member
Technical Requirement(s)
Test Coordinator
Test Plan(s)
Testing
Testing Plan Strategy
Testing Strategy
Testing Summary
Time x
Time Allotted x
Time Tracking
Timeframe Summary
Timeline x x x
Title x x x
Tools
Total Actual
Total Capital
Total Operating
Total Revenue x
Total Servers with this Configuration
Total # Users
Total(s) x
Training
Training (Document)
Training Lead
Training Plan Strategy
Training Strategy
Training Summary
Training/Education
Unknown
Un-measurable Objectives x
Unit Testing
Update Responsibility
Variance ACT-EST
Vendor
Vendor Name
Vendor Representative
VM Support
VP Governance
Web Team
What is affected
Work Plan
Work required (resources, costs, dates)
Workflow
Workflow/Technical Diagrams
Workgroups
Workstation
Workstation Requirements
Yes
 x
Scope Change Management
Executve Summary

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Scope

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Scope

Initaton

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Charter

x
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Roles and Responsibilites
Recommendaton or Proposal

Assessment

Project Cost Detail

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ITS Equipment Resource Cost
Sheet
Assessment Budget Cost

Technical Requirements

x
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x
x
x
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x
x
x
x

Functonal Requirements

x
Specificat

Excel Timeline

Microsof Project

Visio Timeline
ons Tools Project Timeline Tools

RAID

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Responsibility Matrix (RACI)

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Tracking Templates
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 Resource Time Tracking

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Time Tracking Resource Estmates
Tracking Templates

Communicaton Plan

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caton
Communi

Testng Plan Strategy

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Training Plan Strategy

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Implementaton

Go-Live Checklist

Go-Live Readiness

x
Go-Live

Project Closure and Acceptance

x
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Lessons Learned
Project Closure
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Unused Lexicons

Access
Agenda
Analysis
Application
Assessment Deadline
Assessment Duration
Assessment Options
Availability
Backup
Build
Business Continuity
Cash Flow
Checklist
Clinical/Admin Support Initiative
Closed
Close-Out
Closure Sign-Off
Concern
Configuration
Contractural
Data Gathering
Database
Decision Needed
Discussion(s)
Finding(s)
Finish
Ground Rules
Group
Human Factor(s)
ITS Operations (Lights On)
ITS Process Improvement
Kick Off
Major Task(s)
Medium
Meeting
Minutes
Mitigate
Network
New
Occurred
Overall
Potential Impact
Potential Return on Investment (ROI)
Predecessor(s)
Project Background
Project Opportunity
Proposal
Proposed Go Live
Purpose
RACI Matrix
Request Class
Request Type
Research Grant Request
Resubmitted
Return on Investment
Roundtable
Scope Definition
Step(s)
Storage
Strategic Initiative
Strategic Plan
Strategies
Summary of Approach
Support Strategy
Target Audience
Task
Team
Timeframe
Total Users
User Guide
User Name
Work Breakdown Structure