Organizational Excellence Project Management (OE-PM): Project Phase Deliverables
Artifacts and processes owned by PM-COP are bolded. Italics indicatesartifacts and processes owned by individual business groups.
Phase / Initiation / Planning / Execution / Closure
Sub-Phase / Initiation / Project Definition/Analysis / Planning / Design / Build / Test / Deploy / Close
Integration Management
Defines the processes and activities that integrate the various elements of project management. / Business Case Workbook:
Project Proposal - Submission Form / Planning Kick Off
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Project Charter
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SR/ITPL Prioritization Process
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DPR/Fidelity Prioritization Process / TAC Approval
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EIS Security Review
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Project Management Plan
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Measurement Plan
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Planning Baseline
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Planning Toll Gate
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Execution Kick Off / Design Baseline
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Design Toll Gate / Solution Build
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Install Hardware/Software
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Implementation Plan / Implementation Schedule
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Escalation Level Agreement (ELA)
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Test Toll Gate / Install System
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Implement
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Deploy Toll Gate / Measurement Plan Execution
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Closure Workbook
Monitor and Control / Change Management, Financial Management, Issues/Risk Management, Report Performance, Resource Management, Schedule Management, Scope Management, RACI, Deliverables Matrix, Test Management
Scope Management
Shows the processes involved in ensuring the project includes all the work required, and only the work required, for completing the project successfully. / Business Case Workbook:
Project Sizing Matrix / Business Brief
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Marketing Brief
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“As Is” workflows
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“To Be” workflows
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Business Requirements / Functional Specs
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Marketing Plan
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Update Project Sizing Matrix / Vendor Design Docs
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System Docs
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IT Tech Specs
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IT Operational Guide
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IT Network and Systems Diagrams
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Develop Creative
Time Management
Focuses on the processes that are used to help ensure the timely completion of the project. / Business Case Workbook:
Initial Impact Assessment / Detailed Project Schedule (through Design) / Detailed Project Schedule
Cost Management
Describes the processes involved in planning, estimating, budgeting, and controlling costs so that the project can be completed within the approved budget. / Business Case Workbook:
Initiation Business Case / Business Case Workbook:
Planning Business Case / Business Case Workbook:
Execution Business Case
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CIP Form / Closure Workbook: Financial Closeout
Risk Management
Describes the processes involved with identifying, analyzing, and controlling risks for the project. / Risk Management Workbook / Update Risk Management Workbook
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New Activities Committee
Assessment
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Business Continuity Plan
Communication Management
Identifies the processes involved in ensuring timely and appropriate generation, collection, dissemination, storage, and ultimate disposition of project information. / Communication Request Forms (RBG/Corp)
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Training Request Form / RBG or Corp Communication Plan
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Training Needs Assessment
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Communication Plan / Develop Communication Solutions
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Policies & Procedures / Training Plan
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Communication Plan Update / Policies &
Procedures Update
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Training Plan Update / User Training
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Execute Communication Plan
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Execute Marketing Plan
Human Resource Management
Describes the processes involved in the planning, acquisition, development, and management of the project team. / Resource Plan
(Project Schedule) / Resource Plan Update
(Project Schedule)
Quality Management
Describes the processes involved in planning for, monitoring, controlling, and assuring the quality requirements of the project are achieved. / TCoE Test Estimation / TCoE Test Requirements / TCoE Test
Strategy & Plan
TCoE Test Automation Feasibility / TCoE Test Scenario & Test Case Design
TCoE Test
Strategy & Plan
Signoff / Test Execution
UAT Signoff
SIT signoff
TCoE Test Summary Report
TCoE Defect Report
TCoE Test Progress Report / Updated TCoE Test Summary Report / Updated TCoE Test Summary Report
Procurement Management
Describes the processes involved with purchasing or acquiring products, services, or results for the project. / RFI / RFP / Procure Hardware/Software
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Vendor Contract
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Vendor Statement of Work

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