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| Project Management Framework: |
Examples |
Templates (more coming soon) |
| These templates will guide your utilization of best practices in managing your project. |
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Project Manager Selection and Assignment: | | Project Manager Selection and Assignment | WORD EXCEL |
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Project Charter: | | Project Charter Definition | WORD |
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Project Team Identification: | | Project Teaming Identification | WORD |
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Project Facilities Establishment: | Example #1 - | Project Facilities Establishment | WORD |
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Project File Organization: | Example #1 - | Project File Organization | WORD |
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Project Budget Controls: | | Project Budget Controls Establishment | EXCEL |
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Project Task Tracking and Reporting: | | Project Task Tracking and Reporting | WORD |
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Issue, Action Item, and Change Management: | | Issue, Action Item and Change Management | WORD |
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Project Risk Management: | | Project Risk Management | WORD |
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Scope Containment and Escalation Procedures: | | Scope Containment and Escalation Procedures | WORD |
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Stakeholder Analysis and Communication Planning: | | Stakeholder Analysis and Communications Planning | WORD WORD |
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Sponsor and Project Manager Review: | | Sponsor and Project Manager Review | WORD |
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Steering Committee Formation: | Example #1 - | Steering Committee Formation | WORD |
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Steering Committee Kick-Off Meeting: | | Steering Committee Kick-Off Meeting | WORD |
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Status Report Initiation: | | Status Report Initiation | WORD |
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Governance Oversight Self Assessment: | | Governance Oversight Self Assessment: | WORD |
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Preliminary BMC-TMB Briefing: | | Preliminary BMC-TMB Briefing | WORD |
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Initial PRB Monthly Monitoring Report: | | Initial PRB Monthly Monitoring Report | WORD |
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Preliminary Work Breakdown Structure: | | Preliminary Work Breakdown Structure | WORD |
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Summary Project Plan Development: | | Summary Project Plan Development | WORD |
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Milestone Schedule Development: | Example #1 - | Milestone Schedule Development | WORD |
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Stakeholder Briefing and Approval to Proceed: | Example #1 - | Stakeholder Briefing and Approval to Proceed | WORD |
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6. PRB Submission and Initial Funding Release
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PRB Submission and Initial Funding Release | | | WORD |
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1. Industry and Solution Trend Identification
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| Operations Analysis |
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Detailed Operations Assessment: | | Detailed Operations Assessment | WORD |
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Detailed Business Objectives: | Example #1 - | Detailed Business Objectives | WORD |
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Future Operations Modeling: | Example #1 - | Future Operations Modeling | WORD |
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Operational Metrics Success Factors: | Example #1 - | Operational Metrics Success Factors | WORD |
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| Operational Requirements |
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Detailed Operational Requirements: | Example #1 - | Detailed Operational Requirements | WORD |
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Stakeholder Operations Review and Approval: | Example #1 - | Stakeholder Operations Review and Approval | WORD |
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Operational Analysis Milestone | Example #1 - | Operational Analysis Milestone | WORD |
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| Business Strategy and Operations Alignment: |
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| Operational Improvement Target Metrics |
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| Functional Analysis |
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Software Object Analysis: | Example #1 - | Software Object Analysis | WORD |
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Data Repository Analysis: | Example #1 - | Data Repository Analysis | WORD |
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Technology Asset Analysis: | Example #1 - | Technology Asset Analysis | WORD |
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Staffing Analysis | Example #1 - | Staffing Analysis | WORD |
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External Partner Analysis | Example #1 - | External Partner Analysis | WORD |
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Performance Standards Analysis: | Example #1 - | Performance Standards Analysis | WORD |
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Technology Standards Identification | Example #1 - | Technology Standards Identification | WORD |
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| Functional Requirements |
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Functional Definition and Operational Alignment: | Example #1 - | Functional Definition and Operational Alignment | WORD |
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Detailed Functional Requirements: | Example #1 - | Detailed Functional Requirements | WORD |
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Consolidated Operational/Functional Requirements: | Example #1 - | Consolidated Operational/Functional Requirements | WORD |
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| Requirements Approval |
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Project Team Requirements Review: | Example #1 - | Project Team Requirements Review | WORD |
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Stakeholder Requirements Review and Approval: | Example #1 - | Stakeholder Requirements Review and Approval | WORD |
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Detailed Requirements Milestone | Example #1 - | Detailed Requirements Milestone | WORD |
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| Short Term Business Process Improvement |
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| Options Analysis |
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Options Identification and Alignment: | Example #1 - | Options Identification and Alignment | WORD |
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Application Purchase Assessment: | Example #1 - | Application Purchase Assessment | WORD |
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Software Development Assessment | Example #1 - | Software Development Assessment | WORD |
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Options Cost Estimates | Example #1 - | Options Cost Estimates | WORD |
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| Request for Information |
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RFI Development | Example #1 - | RFI Development | WORD |
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RFI Issuance and Response Review | Example #1 - | RFI Issuance and Response Review | WORD |
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Presentations, Demonstrations, and Proof of Concept | Example #1 - | Presentations, Demonstrations, and Proof of Concept | WORD |
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RFI Findings Documentation | Example #1 - | RFI Findings Documentation | WORD |
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| Requirements Development |
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Technical Requirements Development | Example #1 - | Technical Requirements Development | WORD |
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Staffing Resource Requirements | Example #1 - | Staffing Resource Requirements | WORD |
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| Alternatives Development |
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Alternatives Impact and Cost Assessment | Example #1 - | Alternatives Impact and Cost Assessment | WORD |
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Recommendation and Alternatives Development | Example #1 - | Recommendation and Alternatives Development | WORD |
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Options and Recommendation Documentation | Example #1 - | Options and Recommendation Documentation | WORD |
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| Vendor/Partner Opportunities Definition |
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| Resource Gap Analysis |
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Staffing Resource Gap Analysis | Example #1 - | Staffing Resource Gap Analysis | WORD |
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Systems Resource Gap Analysis | Example #1 - | Systems Resource Gap Analysis | WORD |
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Tools Assessment | Example #1 - | Tools Assessment | WORD |
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| Proposed Solution Documentation |
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Final Solution Definition and Scope | Example #1 - | Final Solution Definition and Scope | WORD |
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Preliminary Implementation Plan Preparation | Example #1 - | Preliminary Implementation Plan Preparation | WORD |
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Updated Business Case and Cost Benefit Analysis | Example #1 - | Updated Business Case and Cost Benefit Analysis | WORD |
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Detailed Resource Planning | Example #1 - | Detailed Resource Planning | WORD |
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| Business Strategic Plan Refinement |
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| Solution Endorsement |
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Project Audit Review | Example #1 - | Project Audit Review | WORD |
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Stakeholder Recommendation Review and Approval | Example #1 - | Stakeholder Recommendation Review and Approval | WORD |
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Governance and CIO Solution Endorsement | Example #1 - | Governance and CIO Solution Endorsement | WORD |
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Comprehensive solution Analysis Miilestone | Example #1 - | Comprehensive solution Analysis Miilestone | WORD |
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| Project Reporting and Control |
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Charter and Scope Refinement | | Charter and Scope Refinement | WORD |
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Sponsor and Steering Committee Review | | Sponsor and Steering Committee Review | WORD |
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Management and Governance Reporting | | Management and Governance Reporting | WORD |
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Administrative Process Review | | Administrative Process Review | WORD |
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| Work Process Definition |
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Roles and Responsibilities Definition | | Roles and Responsibilities Definition | WORD |
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Organizational Work Alignment | | Organizational Work Alignment | WORD |
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Implementation Project Plan Development | | Implementation Project Plan Development | WORD |
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| Project Resource Gathering |
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Resource Gap Fulfillment Strategy | | Resource Gap Fulfillment Strategy | WORD |
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Existing Capabilities Analysis | | Existing Capabilities Analysis | WORD |
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Staff Resource Procurement | | Staff Resource Procurement | WORD |
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Team Assignments | | Team Assignments | WORD |
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| Development Project Kick-Off |
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| Vendor Product Specifications |
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| Contract Vendor Work Order |
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Body of Work Definition | | Body of Work Definition | WORD |
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| Example #1 - | Work Order Issuance | WORD |
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| Request for Proposal Development |
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Procurement Language Development | | Procurement Language Development | WORD |
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Terms and Conditions Inclusion | | Terms and Conditions Inclusion | WORD |
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Requirements Review and Inclusion | | Requirements Review and Inclusion | WORD |
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Statement of Work Draft | | Statement of Work Draft | WORD |
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| Request for Proposal Issuance: |
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| | | RFP Review and Approval | WORD |
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RFP Release | | RFP Release | WORD |
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| | | Pre-Proposal Conference | WORD |
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| Vendor Product Selection |
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RFP Evaluation Team Identification | | RFP Evaluation Team Identification | WORD |
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Evaluation Criteria Formulation | | Evaluation Criteria Formulation | WORD |
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Initial Response Evaluation and Elimination | | Initial Response Evaluation and Elimination | WORD |
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Comprehensive RFP Response Evaluation | | Comprehensive RFP Response Evaluation | WORD |
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Technical Evaluation and Ranking | | Technical Evaluation and Ranking | WORD |
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Finalists Notification and Presentations | | Finalists Notification and Presentations | WORD |
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Final Ranking Determination | | Final Ranking Determination | WORD |
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Winner Apparent Notification | | Winner Apparent Notification | WORD |
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Vendor Selection Milestone | | Vendor Selection Milestone | WORD |
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| Vendor Product Procurement |
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Vendor Contracting | | Vendor Contracting | WORD |
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Statement of Work Negotiation | | Statement of Work Negotiation | WORD |
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Contract Approval and Signing | | Contract Approval and Signing | WORD |
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Vendor Contract Milestone | | Vendor Contract Milestone | WORD |
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| Vendor/Partner Service Enhancement |
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| Technical Engineering |
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Project Environment Planning | | Project Environment Planning | WORD |
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Technical Design Strategy | | Technical Design Strategy | WORD |
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Solution Modeling | | Solution Modeling | WORD |
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Requirements Review | | Requirements Review | WORD |
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| Project Engineering |
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Quality Assurance Approach | | Quality Assurance Approach | WORD |
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Business Process Redesign | | Business Process Redesign | WORD |
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Operational Training Planning | | Operational Training Planning | WORD |
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| Business Re-engineering Milestone |
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| IT Streamline Re-engineering |
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| Solution Review |
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| Dependency Assessment |
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Functional Dependency Analysis | | Functional Dependency Analysis | WORD |
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Hardware and Software Dependency Mapping | | Hardware and Software Dependency Mapping | WORD |
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Data Mapping | | Data Mapping | WORD |
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| Solution Design |
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Detailed Technical Design Specifications | | Detailed Technical Design Specifications | WORD |
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Requirements Traceability Matrix | | Requirements Traceability Matrix | WORD |
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---- | | Development | WORD |
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Design review | | Design Review | WORD |
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| Future Operations Design |
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| Solution Prototyping |
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| Test Design |
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Test Plan Development | | Test Plan Development | WORD |
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Acceptance Test Plan Development | | Acceptance Test Plan Development | WORD |
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| Implementation Planning: |
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| Technical Design/Prototype Milestone |
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Development and Implementation Templatestop page |
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| Development Preparation |
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Project Environment Build-Out | | Project Environment Build-Out | WORD |
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Production Hardware Acquisition | | Production Hardware Acquisition | WORD |
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Development Strategy and Methodology | | Development Strategy and Methodology | WORD |
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Change Review | | Change Review | WORD |
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| Development |
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Vendor Application Installation | | Vendor Application Installation | WORD |
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Solution Development | | Solution Development | WORD |
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SLA/OLA Development | | SLA/OLA Development | WORD |
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Training Development | | Training Development | WORD |
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| Testing |
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Unit/String/Application Level Testing | | Unit/String/Application Level Testing | WORD |
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System Testing | | System Testing | WORD |
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Acceptance Testing | | Acceptance Testing | WORD |
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User Sign-Off | | User Sign-Off | WORD |
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| System Readiness Milestone |
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| Process Preparation |
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Business Process Re-Engineering | | Business Process Re-Engineering | WORD |
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User Training | | User Training | WORD |
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Solution Support Staff Training | | Solution Support Staff Training | WORD |
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| Solution Pilot(s) |
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| Implementation Administration |
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Project Readiness Assessment | | Project Readiness Assessment | WORD |
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Change Management | | Change Management | WORD |
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| Final Implementation |
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Solution Deployment | | Solution Deployment | WORD |
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Parallel Testing | | Parallel Testing | WORD |
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Final System Sign-off | | Final System Sign-off | WORD |
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Operations Implementation | | Operations Implementation | WORD |
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System Implementation Milestone | | System Implementation Milestone | WORD |
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| Business Process Improvement Implementation |
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| System Stabilization Monitoring |
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| Production Transition Preparation |
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System Documentation | | System Documentation | WORD |
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Operation Maintenance and Documentation | Example #1 -
Example #2 - | Operations and Maintenance | WORD |
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Application Help Documentation | | Application Help Documentation | WORD |
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| Follow-Up Work Identification |
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| Production System Acceptance |
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Production System Certification | | Production System Certification | WORD |
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SLA/OLA Review and Adoption | | SLA/OLA Review and Adoption | WORD |
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System Maintenance Initiation/Resumption | | System Maintenance Initiation/Resumption | WORD |
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| Obsolete System Retirement |
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Equipment Disposal | | Equipment Disposal | WORD |
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Code and Documentation Archival | | Code and Documentation Archival | WORD |
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| Hardware and Software Inventory Update |
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| IT Process Improvement Implementation |
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| Project Post-Implementation Review |
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Contract Review | | Contract Review | WORD |
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Lessons Learned | | Lessons Learned | WORD |
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Awareness Summary | | Awareness Summary | WORD |
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Team Recognition | | Team Recognition | WORD |
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Business Strategy Update | | Business Strategy Update | WORD |
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| Project Closure |
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Project Files Close-out and Archival | | Project Files Close-out and Archival | WORD |
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Project Facilities Resolution | | Project Facilities Resolution | WORD |
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Project Team Redeployment | | Project Team Redeployment | WORD |
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Project Review Board Close-Out Report | | Project Review Board Close-Out Report | WORD |
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| Project Budget Closure |
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Financial System Close-Out | | Financial System Close-Out | WORD |
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Remaining Funds Disposition | | Remaining Funds Disposition | WORD |
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Department Budget Evaluation | | Department Budget Evaluation | WORD |
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| Project Close-Out Milestone: |
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