Project Manager Checklist

Small Projects Class 1 & 2 Project: Project Manager:

Phase
Define

Activities Identify customer and project needs Assign Project Class Create initial Work Plan (WBS) Develop Proposal Proposal Reviews Other UCSC Reviews (PP&C, Procurement,
SHR)

Key Document Deliverables

Additional Deliverables

Project Proposal

Sponsor Approval Phase Gate - ITS Manager Approval Class 1

or 2 Projects (if project resources are within a single ITS unit)

Copy Approved
Project Proposal to PMG

Phase Gate - ITS SMT Approval Class 1 or 2

Projects (if project requires resources from multiple ITS units)

Plan

Develop Charter (optional for Class 2) Deepen Work Plan (WBS) Resource Plan
Staff Resources Budget

Project Charter Project Budget WBS Resource

Assignments

Project Budget

Service Strategy Phase Gate Manager/Sponsor Approval Phase Gate Project Approval Copy Approved
Project Charter and Associated Documents to PMG

Copy Approved
Project Budget to Business Services

Launch

Launch Kick-off Meeting

Project Plan Review and Assessment Team Assignments Initial Risk Review

1
Last Update: February 2012

Project Manager Checklist

Small Projects Class 1 & 2 Project: Project Manager:
Phase Activities Phase Gate- Resources (Staff and Budget)
Available and Final Schedule Approved

Key Document Deliverables

Additional Deliverables

Manage

Schedule Management Requirements Definition

WBS Requirements
Specification

Sponsor Sign-Off

Gap Analysis System Design & Build (Design Review

Board)

System Design System Quality Plan System Test Plan Project Change
Control

DRB Review

Service Design and Transition Project Change Control Management Cost Management Risk and Issues Management Internal and External Communications Status Report Copy Project
Status Reports to PMG

Phase Gate Implementation Approval

Close

Transition to Production
System Deployment Training User and Support Documentation Post go-live operational support Service Transition & Operation

IT Services
New/Changed Services Release

Closure Meeting and Lessons Learned

Lessons Learned
Review

Copy Lessons
Learned Review to PMG

Administrative Closure

Project Closure
Review

Copy Approved
Project Closure Review to PMG

Celebrate!

2
Last Update: February 2012