Project Managment Basic

Tools strongly recommended for every project:

Tool Name

Description

Timing

Benefits

Project Definition (a.k.a. Charter)

A description of project purpose including identification sponsorship, business needs, scope, objectives, assumptions, and deliverables.

Start of project

Needed to ensure agreement & common understanding of project scope and purpose.

Project Approach (a.k.a. Life Cycle)

A description of the process that the project will follow including phases, major deliverables, test and Q/A steps, and review points.

Start of Project

Organizes the project as a sequence of phases, establishes a logical flow of results from requirements to implementation, integrates testing & review into the project plan

Project Status Report

A report of project progress that typically includes

·  accomplishments and issues,

·  actual progress as compared to schedule,

·  actual costs as compared to budget, and

·  any revisions to either budget or schedule.

Periodically

Informs project stakeholders of the state of the project.

Project Task List

A hierarchical structure of work that needs to be done to produce project deliverables including phases, milestones, tasks, and dependencies among tasks.

Project planning with periodic updates

Identifies, itemizes, and organizes the work that must be performed to produce project deliverables.

Other useful tools you may need depending on the size and type of project:

Tool Name

Description

Timing

Benefits

Resource Assessment

An assessment of resources needed to complete the project including people, skills, hardware, software, and network resources.

Project planning with periodic updates

Identifies and itemizes the resources that are needed to produce project deliverables.

Staffing Plan

Determine who is available to work on the project and the skill pool available from these staff.

Project Planning

 

Communication Plan

Identification of project stakeholders, communication needs, and communication methods including web pages, mailing lists, meetings and minutes, etc.

Project planning

Helps to ensure that everyone with an interest in the project is informed of project activities and events.

Project Integration

Determine elements of campus computing infrastructure that the project must integrate with, and make plans to do so.

Project planning with periodic updates

Ensures appropriate use of infrastructure services, and availability of required infrastructure capabilities.

Project Schedule

Time-based allocation of project activities and results, describing when work is planned to be done and when results are expected to be delivered.

Project planning with periodic updates

Essential to track, monitor, and manage project tasks and deliverables.

Project Closure Report

A final review and report of project experiences including

·  What was done well and how to make it repeatable.

·  What mistakes were made and how to prevent them in future projects.

End of project

Formalizes learning from project experience and adds value to future projects.

Possible meetings

Meeting Type

Description

Timing

Client Project Meeting

A meeting with the client (external to C&C) for the project to discuss what they would like to accomplish, timing, etc.

Start of project

Project Team Kick-Off Meeting

Meet with the project team to discuss the reason for the project; review the Project Charter; discuss roles; etc.

During planning stages of project

Client Kick-Off Meeting

Meet with the project client (external to C&C) (s) to review the plans for the project.

During planning stages of project

Client Status Meetings

Periodic meetings with the project client (external to C&C) (s) to review the progress on the project.

Periodically

Project Team Status Meetings

Meetings with the project team members to review work progress and status; technical issues relating to the project work; problems; etc.

Periodically

Client Wrap Up Meeting

A meeting with the client (external to C&C) for the project to end the formal project work.

End of project

Project Team Wrap Up Meeting

A meeting with the project team to discuss the project; identify areas of change or improvement for the next project; discuss the on-going work requirements or plans for future work on the project.

End of project

Team Party/Recognition

Social get-together for the project team to acknowledge a job well-done

End of project

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