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Contents
Start – Up Team Members
Roles and Responsibilities
Project Key Stakeholders
Project Risk Mitigation
Preliminary Schedule of Deliverables – January 1, 2015–March 31, 2015
Start-Up Activities Phases 1 – 3
Budget Tracking Sheet
Budget Monitoring
Project Communication and Logistics
Project Reports
Change Management
Start – Up Team Members
Member InformationName / Position / Affiliation/Organization / Contact Information
Project Leadership
Overall Project Manager: <insert name>
- Accountable for overall execution, management and delivery of a project (scope, budget, and schedule)
- Establishes and facilitates the project level governance team
- Provides leadership of project team
- Responsible for project artifacts
- Plans and manages project activities
- Manages project schedule and costs
- Tracks and reports project progress
- Manages stakeholders
- Manages and resolves issues and risks
<insert name>
<insert list of key duties> / Partnerships and Operations Project Lead: <insert name>
<insert list of key duties>
Roles and Responsibilities
Project Key Stakeholders
Stakeholder InformationStakeholders / Representative / Responsibilities
List all groups that may be affected or have an interest in the project. / List the specific person(s) who will represent the stakeholder group on the project team. / Describe the group’s interest, including direct impact and any oversight that is necessary, information management tasks, or concerns among project start-up team members.
Project Risk Mitigation
Risk ManagementRisk Issue / Impact / Mitigation Strategy
Risk: <Describe risks> / Explain the probability and potential impact on project included including the effect on outcomes, scope, time, or cost. / Outline steps that are taken or planned to reduce the probability/impact of the risk.
Issue:< Describe issue> / Explain impact on project including the effect on outcomes, scope, time, or cost. / Outline steps being taken or planned to resolve the issue.
Dependency: Describe project elements that are dependent on other efforts and organizations. / Explain how the project depends on an external effort, or how an external effort depends on the project. / Outline the communication plan and other activities that you will implement to keep efforts coordinated.
Preliminary Schedule of Deliverables – January 1, 2015–March 31, 2015
Schedule of Key DeliverablesPlanning / Execution / Responsibilities
Date Range / Date Range / Team Members Responsible
Key Deliverables: / Significant Milestones: / Team Members Responsible:
Key Deliverables: / Significant Milestones: / Team Members Responsible:
Key Deliverables: / Significant Milestones: / Team Members Responsible:
Key Deliverables: / Significant Milestones: / Team Members Responsible:
Key Deliverables: / Significant Milestones: / Team Members Responsible:
Key Deliverables: / Significant Milestones: / Team Members Responsible:
Key Deliverables: / Significant Milestones: / Team Members Responsible:
Key Deliverables: / Significant Milestones: / Team Members Responsible:
Key Deliverables: / Significant Milestones: / Team Members Responsible:
Key Deliverables: / Significant Milestones: / Team Members Responsible:
Key Deliverables: / Significant Milestones: / Team Members Responsible:
Key Deliverables: / Significant Milestones: / Team Members Responsible:
Key Deliverables: / Significant Milestones: / Team Members Responsible:
Key Deliverables: / Significant Milestones: / Team Members Responsible:
Key Deliverables: / Significant Milestones: / Team Members Responsible:
Key Deliverables: / Significant Milestones: / Team Members Responsible:
Key Deliverables: / Significant Milestones: / Team Members Responsible:
Key Deliverables: / Significant Milestones: / Team Members Responsible:
Key Deliverables: / Significant Milestones: / Team Members Responsible:
Key Deliverables: / Significant Milestones: / Team Members Responsible:
Key Deliverables: / Significant Milestones: / Team Members Responsible:
Key Deliverables: / Significant Milestones: / Team Members Responsible:
Key Deliverables: / Significant Milestones: / Team Members Responsible:
Key Deliverables: / Significant Milestones: / Team Members Responsible:
Key Deliverables: / Significant Milestones: / Team Members Responsible:
Key Deliverables: / Significant Milestones: / Team Members Responsible:
Key Deliverables: / Significant Milestones: / Team Members Responsible:
Start-Up Activities Phases 1 – 3
Start-Up ActivitiesArea of Focus / Phase 1 / Phase 2 / Phase 3 / Action Steps / Person (s) Responsible / Completion Date
Staffing and HR
Finance and Budget
Facilities
Organization and Integration of Monitoring into HS Program Systems
Governance
Planning and Assessing Community Needs
Health Services Advisory and Other Committees
Collaborations
Child Care Partners and Community Resources
Training and Technical Assistance
Job Descriptions and Personnel Policies and Work plans
Management Staff
Direct Service Staff
Staff Supervision and Mentoring
Equipment and Supplies
Recruitment and Enrollment of Families
Child and Family Services
Health Screening and Assessment and Health Collaborations
Transitions
Developmental Screening/Assessment
PFCE Partnerships
Budget Tracking Sheet
Start-Up BudgetLine Item / OHS Approved Budget Allocation / Variance from Grant Submission / Adjustment Notes
Personnel
Fringe Benefits
Travel
Equipment
Supplies
Contractual
Construction
Other
Total Direct Charges
Indirect Charges
Totals
Non-Federal Share
Budget Monitoring
Budget Allocation / Approved Allocation / Forecast / Actuals / Variance / January / February / March / Project TotalPersonnel
Fringe Benefits
Travel
Equipment
Supplies
Contractual
Construction
Other
Total Direct Charges
Indirect Charges
Totals
Non-Federal Share
Project Communication and Logistics
Project Document Storage Strategy:Project Events and Team Availability
Start-Up Team events and tracking methods: / Availability Impacts (ex: vacations): / Project Tracking-Critical project milestones, resources, signoffs, governance activities, risk/issues/changes will be tracked in:
Project Reports
Purpose / Audience / Timing/Frequency / Method/Channel / ResponsibleMeeting/Report name and
purpose of the meeting or report: / Audience for this meeting or report: / Day, time and occurrence of this meeting or report: / Method being used for this
communication (e.g. Conference Room or call-in number): / Person responsible for
the communication:
Change Management
Type of Change / Change Request Process and Approvals Necessary / Method for Communicating Changes / Person Responsible for Implementing the Change