Project Manager Checklist
Large Projects – Class 3 and Above
Project:
Project Manager:
Key Document Additional
Phase Activities
Deliverables Deliverables
Define Identify customer and project needs
Assign Project Class
Create initial Work Plan (WBS)
Develop Proposal Project Proposal
• Problem/Opportunity Statement
• Goals and Objectives
• Methods and Approach
• Success Criteria
• Risks and Dependencies
• Resources
• Estimated Duration
• Estimated Budget
• Complete Initial Request for Change
(RFC)
Proposal Reviews
• Core Technology – System Design &
Administration, NTS, Security
• Applications & Project Management –
System Design, Project Management
• Business and Resource Management –
Funding, Budgeting, Procurement, HR
• Client Services and Security - Licensing,
Security, New Services, Support
Center
Other UCSC Reviews
• PP&C Review
• Strategic Sourcing Support for RFP
• Staff HR – New Hire Recruitment
Assign Project Manager
Sponsor Approval
Phase Gate - ITS SMT Approval Copy Approved
Project Proposal to
PMG
Plan Develop Charter Project Charter
• Problem/Opportunity Statement
• Benefits Project Budget
• Goals
• Stakeholders and Clients Resource
1
Last Update: February 2012
Project Manager Checklist
Large Projects – Class 3 and Above
Project:
Project Manager:
Key Document Additional
Phase Activities
Deliverables Deliverables
• Objectives Requirements
• Deliverables
• Approach and Methodology
• Timeline
• Success Criteria
• Issues and Policy Implication
• Risk Management Plan
• Technical Features
• Organization and Staffing
• Budget
• Training
• Communication
Deepen Work Breakdown Structure (WBS) WBS
Resource Plan Resource
• Staff Resources Requirements
• Budget Project Budget
Communications Management Plan Communications
Plan
Issues and Risk Management Plan Issues/Risks Log
Procurement Plan
Service Strategy
Exec Sponsor Review/Funding Approval
Team Assignments Resource Copy Approved
Requirements Resources to Team
Member and ITS
Director
Conduct Sponsor Review/Funding Approval
Phase Gate – Sponsor Approval
Project Governance Defined Steering Committee
Charter
Phase Gate – SMT Project Approval Copy Approved
Project Charter,
Budget and Resource
Requirements
Documents to PMG
Copy Approved
Budget to Business &
Resource
Management
Last Update: February 2012
Project Manager Checklist
Large Projects – Class 3 and Above
Project:
Project Manager:
Key Document Additional
Phase Activities
Deliverables Deliverables
Copy All Approved
Documents to Project
Sponsor
Launch Launch Kick-off Meeting
Project Plan Review and Assessment
Team Assignments Resource Copy Approved
Requirements Resources to Team
Member and ITS
Director
Initial Risk Review Issues/Risks Log
Phase Gate- Resources (Staff and Budget) Resources by Unit or
Available and Final Schedule Approved Work Package
Manage Schedule Management Revised WBS
Requirements Definition Requirements Sponsor Sign-Off
Specification
Gap Analysis
System Design & Build System Design DRB Review
System Quality Plan
System Test Plan
Service Design and Transition
Project Change Control Management Project Change Copy Approved
Control Project Change
Control to PMG
Cost Management Project Budget Copy Project
Budget updates to
Business Services
Issues and Risk Management Issues/Risks Log
Internal and External Communications Project Status Report Send Project
Status Reports to
Sponsor,
Stakeholders, Team
as appropriate
Copy Project
Status Reports to
PMG
Submit RFC Request for Change Submit RFC to
form Change Manager
Last Update: February 2012
Project Manager Checklist
Large Projects – Class 3 and Above
Project:
Project Manager:
Key Document Additional
Phase Activities
Deliverables Deliverables
QA and Testing Plan
Phase Gate – Implementation Approval by
Sponsor
Close Transition to Production IT Services
• System Deployment New/Changed
Services Release
• Training
• User and Support Documentation
• Post go-live operational support
• Service Transition & Operation
Closure Meeting and Lessons Learned Lessons Learned Copy Lessons
Review Learned Review to
PMG
Administrative Closure Project Closure Copy Approved
• Final punch list Review Project Closure
Review to PMG
• Budget close out
Notify Business
• Final status report Services of Budget
• Sponsor signoff Close Out
Celebrate!
Last Update: February 2012
