# Activities Completion

Date Signoff
1 PM Orientation Completed:
Orientation • On boarding of Project
• On boarding for Initiative specific projects
• Communicate with existing resources (both State Farm
and IGS)
• CAS Orientation
• QA Process
2 Project Create/Validate need for Work Order
Initialization • Assignment of Work Order tracking Number
• Review questions for initiative lead and/or project lead
• Review supporting documentation
• Initiate meeting with Initiative Sponsor

3 Project Define/Refine project objectives, scope and

Initialization stakeholders
• Complete Project Charter
• Gain approval from Initiative Sponsor on Project
Charter
• Submit initial State Farm resource request (PARS)
• Submit initial IGS resource request
• CAS will assist in Pre-MAW Development
4 Project Conduct Method Adoption Workshop (MAW)
Initialization • Schedule Method Adoption Workshop
• Create Work products list
• Create/Refine IGS and/or State Farm resource request
• Complete project definition document
• Create preliminary project plan
• Obtain State Farm and IGS agreement of initial project
definition agreement
• Review milestones/deliverables identified in the Project
Definition
5 Project Create/Review detailed project plan, risk, and refine
Initialization resources plans
• Create project communication plan
• Refine deliverables definitions
• Create/Revise State Farm Resources request (PARS)
• Create/Revise IGS resources team request
• Create detailed project plan
• Create resource estimating worksheets
• Perform risk assessment and determine any risk
mitigation plans needing to be incorporated into plan
• Review with State Farm and IGS project dependencies
• Create preliminary IGS team availability schedules
6 Project Create/Review work order

41796440.doc 10/12/10
1 of 4
 # Activities Completion
Date Signoff
Initialization •Extract current work order template from the AC
Collaboration Database.
• Validate plan with IGS and State Farm work order
activities, Work Order dependencies, State Farm
resource request, and IGS Resource Estimating
Spreadsheet
• Complete draft Work order using agreed project
definition, identified dependencies, assumptions and
IGS and State Farm responsibilities, estimated
schedule and State Farm resource requirements
• Review draft Work Order with initiative QA lead
• Review draft Work Order after revisions with State
Farm sponsor
• Create Work Order Quality Assurance and Pricing
package
• Send documents to Initiative QA Lead
7 Project Conduct Kickoff
Startup • Confirm PAR approvals
• Agenda for meeting distributed
• Supporting documentation entered in SFW phase for
release
• Initialize Control Books (Financial and Project)
• Post control books and supporting documentation to
team rooms
8 Project Key Project Management Tasks
Tracking • Review changes in processes (State Farm and IBM)
that may impact project completion.
• Validate initial work order (open PCRs, open Issues,
Risk assessment)
• Review AC Project changes and impact to overall
project
• Validate project resource changes
• Manage changes or dependencies that may impact
project schedules
• Monitor State Farm and IGS team dynamics

9 Project Weekly Communication

Tracking • Regular Scheduled Project Team Meetings
• Distribute project tasks to IGS and State Farm
resources on Friday of each week (Project Tasks list
for team members should include tasks that are to be
started and/or finished during that reporting period)
• Validate that all team members have sent project
status updates by tasks
• Post weekly status reports in SFW Phase
41796440.doc 10/12/10
2 of 4
 # Activities Completion
Date Signoff

10 Project IBM Internal Project Management Tasks

Tracking
• Update project plans with actual hours (Information
from IGS team resources)
• Update financials with expenses
• Validate actual hours with hours reported to CLAIM
• Validate project critical path and any variances in
project schedule impacting deliverables or milestone

11 Project State Farm Project Management Tasks

Tracking • Update project tasks that are assigned to State with %
Complete (information from State Farm Resources)
• Validate project State Farm resources with State Farm
Resource sheet
• Validate Planview with resource task assigned to State
Farm resources

12 Project AC Project Reporting

Control Weekly
• IGS and SF team tasks reporting
• State Farm Detailed View Reporting
• State Farm Hours by Task Reporting (State Farm
Resources Only)
• State Farm Variance Reporting
• Weekly Status Report
• Review project checklist (Critical path changes,
variance in project tasks, changes in resource
availability, changes in cross dependency schedules)

13 Project AC Project Reporting

Control Bi-Weekly
• Prepare Executive Status Reports supporting
information

41796440.doc 10/12/10
3 of 4
 # Activities Completion
Date Signoff
14 Project AC Project Reporting
Control Monthly
• Update SPP Monthly status
• Validate PlanView report for resources and total hours
15 Project Perform Ongoing IBM Internal Project Management
Control Tasks.
• Work with Quality Assurance Manager to schedule
Project Management Reviews (PMRs)
• Develop a schedule at the beginning of the project to
ensure that time is planned.
• Prepare PMR materials for distribution at least one
week prior to PMR.

16 Project Perform Ongoing IBM/State Farm Project Management

Control Tasks

• Plan Monitoring and Controlling

• Review open issues and assign responsibilities and
resolution dates
• Update project plan to reflect any mitigation plans.
• Ensure that your communication plan is working and all
project stakeholders are informed of project status.
• Plan, prepare and conduct deliverables review
17 Project Perform Project Closeout Activities
Closure • Obtain final client approval and deliverable signoff
• Review and complete the project closeout checklist that
Raleigh’s contract specialist provides
• Submit all deliverables to Raleigh for contract file
• Submit work products and deliverables to ICM
• Reconcile financial performance and determine final
Gross Profit
• Prepare lessons learned document and discuss with
Quality Assurance Manager
• Ensure that Customer Satisfaction Survey is completed

18 Project Review Project Management Assets

Closure • Review documentation on AC PMO team rooms
• Review documentation on SFW Phase

41796440.doc 10/12/10
4 of 4