Project Management Process Outline

1. Project Management Process Outline

2. Opportunity Assessment Process Inputs Deliverables (Outputs) Opportunity Assessment Receive and/or Solicit Ideas Identify Program Manager (or equivalent) Refine Idea • Project Initiation Document (Project Request section) • Lessons Learned (Opportunity Assessment) Idea Generation • Business Plans • Program Plans • Research Documents • Requests for Change Identify Project Sponsor Identify High-Level Requirements and Critical Success Factors Identify Primary Clients/Users Define High Level Business Benefits Identify Related Projects/Affected Systems Identify Key Stakeholders Plan for Next Phase (Initiating) Prepare Project Initiation Document (Project Request section) Idea Structuring Exit Criteria • Identified sponsor • Identified resources to continue next phase • Key deliverables prepared • “Go” decision and approval, as required Prepare for Opportunity Assessment Approval Checkpoint Review Prioritize Idea Obtain Approval to Proceed Follow-Up after Opportunity Assessment Approval Checkpoint Review Opportunity Assessment Approval Assess the Opportunity Assessment Process Process Closure

3. Initiating Process Inputs Deliverables (Outputs) Initiating Identify Initiating Process Participants Review Project Request Information Create Initiating Schedule Process Start Up • Project Initiation Document • Project Charter • Concept Analysis Document • Schedule for Initiating Process • Business Case (Initial) • Lessons Learned (Initiating) • Project Initiation Document (Project Request section) • Lessons Learned Describe Project Overview Describe Project Scope Determine Approach/Strategy Define Business Case Identify High-Level Project Risks Identify Project Manager Plan Next Phase (Planning) Finalize the Project Initiation Document Project Definition Exit Criteria • Key deliverables prepared • Identified resources to continue next phase • Sponsor confirmed • Identified project manager • “Go” decision from Initiating Approval Checkpoint Review Prepare for Initiating Approval Checkpoint Review Prioritize Project Obtain Approval to Proceed Follow-Up after Initiating Approval Checkpoint Review Commit to the Project Initiating Approval Assess the Initiating Process Process Closure

4. Planning Process Inputs Deliverables (Outputs) Planning Identify Planning Participants Prepare for and Conduct Planning Kick-Off Meeting Create Planning Schedule • Project Initiation Document • Project Charter • Concept Analysis Document • Schedule for Initiating Process • Business Case (Initial) • Lessons Learned Process Start Up • Project Plan • Requirements Specification • Project Schedule • Project Budget • Business Case • Communications Matrix • Lessons Learned (Planning) Define Project Measures of Success Refine Project Scope, Objectives, and Deliverables Define Project Requirements Identify Project Lifecycle Develop Work Breakdown Structure Refine Business Case Define Project Organization Identify Project Team Define Communications Strategy Create Project Plan Project Approach Continued Refine the Project WBS Identify Sequence and Dependencies Estimate Work Effort and Duration Identify Resource Requirements Create Project Schedule Establish Project Budget Review Project Schedule/Budget Project Schedule/Budget

5. Planning Process (continued) Inputs Deliverables (Outputs) Planning Identify Project Constraints Identify Project Dependencies Identify Project Assumptions Identify Project Risks Document Management Approaches Determine Change Enablement Approach Refine Project Plan • Project Initiation Document • Project Charter • Concept Analysis Document • Schedule for Initiating Process • Business Case (Initial) • Lessons Learned • Project Plan • Requirements Specification • Project Schedule • Project Budget • Business Case • Communications Matrix • Lessons Learned (Planning) Project Planning Finalize Project Plan and Attachments Prepare for Planning Approval Checkpoint Review Obtain Approval to Proceed Follow-Up after Planning Checkpoint Review Commit to the Project Continued Planning Approval Exit Criteria • Key deliverables prepared • “Go” decision from Planning Approval Checkpoint Review • Project Funding number obtained Assess the Planning Process Process Closure

6. Executing/Controlling Process Inputs Deliverables (Outputs) Executing/ Controlling Coordinate Project Resources Prepare for and Conduct Implementation Kick-Off Meeting • Project Plan • Requirements Specification • Project Schedule • Project Budget • Business Case • Communications Matrix • Lessons Learned • Project Plan • Project Documentation • Deliverables Acceptance Form • Lessons Learned (Executing/Controlling) Process Start Up Manage Issues Manage Change Control Manage Project Information Integration Management Review Deliverable Requirements Conduct Deliverables Reviews Complete Deliverable Review Follow-Up Scope Management Continued Collect Actual Progress Update Schedule During Control Intervals Resolve Schedule Conflicts and Issues Review at Project Checkpoints Time Management Measure Progress Revise Cost Estimates Cost Management Perform Quality Assurance Conduct Quality Control Reviews Quality Management

7. Executing/Controlling Process (continued) Inputs Deliverables (Outputs) Executing/ Controlling Manage Team Manage Business Interfaces • Project Plan • Requirements Specification • Project Schedule • Project Budget • Business Case • Communications Matrix • Lessons Learned • Project Plan • Project Documentation • Deliverables Acceptance Form • Lessons Learned (Executing/Controlling) HR Management Review Project Communications Plan Collect Status and Progress Information Distribute Information Communications Management Identify Additional Risks Analyze Additional Risks Develop Additional Risk Responses Respond to the Actual Risk Events Update the Risk Management Log/Database Continued Continued Risk Management Ensure Contract Terms are Fulfilled Manage Relationship with Contractor Perform Contractor Exit Close Out the Contract Procurement Management

8. Executing/Controlling Process (continued) Inputs Deliverables (Outputs) Executing/ Controlling Prepare for Final Deliverable Review Conduct Final Deliverable Review Obtain Approval to Proceed Follow-Up After Final Deliverable Review • Project Plan • Requirements Specification • Project Schedule • Project Budget • Business Case • Communications Matrix • Lessons Learned • Project Plan • Project Documentation • Deliverables Acceptance Form • Lessons Learned (Executing/Controlling) Client Acceptance Assess the Executing/ Controlling Process Process Closure Continued Exit Criteria • Key deliverables prepared • “Go” decision from Customer Acceptance Checkpoint Review

9. Closing Process Closing Inputs Deliverables (Outputs) Document Final Schedule/Budget Archive Project Files Close Project Logs Close Time Reporting System and Project Database Tool Populate Existing Knowledge Bases Begin Preparing the Project Closeout Report • Project Plan • Project Documentation • Deliverables Acceptance Form • Lessons Learned • Project Closeout Report Project Completion Administer Team Questionnaire Assess Client Satisfaction Consolidate Lessons Learned Prepare for Post-Project Review Conduct Post-Project Review Follow-up after Post-Project Review Submit Lessons Learned Exit Criteria • Key deliverables prepared • Project files archived and project logs closed • Time reporting system closed and project closed in project database tool • Project information entered into knowledge bases Post-Project Review Conduct Final Reviews and Evaluations Acknowledge/Recognize Project Participants Release Project Resources HR Management Closure