b Appendix

7/25/2019 b Appendix

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Appendix B: Forms

Table of Contents

APPENDIX

APPENDIX A: GLOSSARY

APPENDIX B: FORMS

PM - 01 Project Statement

PM - 02 - 0 Project Management Plan: Project Approval

PM - 02 - 1 Project Management Plan: Project Summary

PM - 02 - 2 Project Management Plan: Project Charter

PM - 02 - 3 Project Management Plan: Project Tradeoff Matr! " Statu# Summary

PM - 02 - $ Project Management Plan: Actvty %#t &'or( )rea(do*n Structure+

PM - 02 - , Project Management Plan: 'or( Product dentfcaton

PM - 02 - . Project Management Plan: /#tmated Co#t At Completon

PM - 02 -10 Project Management Plan: Project eurement#

PM - 02 11

PM - 02 - 11a

Project Management Plan: #( Management 'or(#heet

#( dentfcaton SummaryPM - 02 - 12 Project Management Plan: Confguraton Management Plan

PM - 02 - 13 Project Management Plan: ualty Plan

PM - 02 - 14 Project Management Plan: Top 5ve ##ue#

PM - 02 - 1$ Project Management Plan: ##ue Statu#

PM - 03 Project /#tmate Summary 'or(#heet

PM - 04 Ta#( Analy## 5orm

PM - 0, Project Start-6p Chec( %#t

PM - 07 Statu# eport

PM - 0. Actvty Trac(ng Ta8le

PM - 09 Change Management

PM - 10 ##ue e#oluton 5orm

PM - 11 P/ Template

PM - 12 T Project ec#on %#t


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Appendix B: Forms

Table of Contents

Number Name

PM - 01 Project Statement

PM - 02 - 0 Project Management Plan: Project Approval

PM - 02 - 1 Project Management Plan: Project Summary

PM - 02 - 2 Project Management Plan: Project Charter

PM - 02 - 3 Project Management Plan: Project Tradeoff Matr! " Statu# Summary

PM - 02 - $ Project Management Plan: Actvty %#t &'or( )rea(do*n Structure+

PM - 02 - , Project Management Plan: 'or( Product dentfcaton

PM - 02 - . Project Management Plan: /#tmated Co#t At Completon

PM - 02 -10 Project Management Plan: Project eurement#

PM - 02 11

PM - 02 - 11a

Project Management Plan: #( Management 'or(#heet

#( dentfcaton Summary

PM - 02 - 12 Project Management Plan: Confguraton Management Plan

PM - 02 - 13 Project Management Plan: ualty Plan

PM - 02 - 14 Project Management Plan: Top 5ve ##ue#

PM - 02 - 1$ Project Management Plan: ##ue Statu#

PM - 03 Project /#tmate Summary 'or(#heet

PM - 04 Ta#( Analy## 5orm

PM - 0, Project Start-6p Chec( %#t

PM - 07 Statu# eport

PM - 0. Actvty Trac(ng Ta8le

PM - 09 Change Management

PM - 10 ##ue e#oluton 5orm

PM - 11 P/ Template

PM - 12 T Project ec#on %#t


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Project Statement

A. General Information

Information to be proided in t!is section is "eneral in nat#re and $#ic%l& proides t!e necessar&

information pertainin" to t!e or"ani'ation of t!e project and project participants(

Proe!t Name: Date:

State or"ani#ation: Submitte$ B%:

Please ans)er t!e follo)in" $#estions b& mar%in" *+es, or *No, and proidin" a brief response as appropriate Ye& No

# th# an updated Project Statement; # #o< rea#on for update:

# concept development effort funded; f ye#< ho* much=======================================

# th# a follo*-on to a prevou# project; f >ye#


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2 of 7

Project Statement

B. Proe!t '(arter:

Bu&ine&& Problem.

Provde a 8ref conc#e de#crpton of the 8u#ne## pro8lem;

Statement of )or* +Goal,.

The #tatement #hould 8e #hort< prec#e and clear;

State Or"ani#ation: 5elease 6(3 ITEC P1078

Copyrght 1999-200. State of Ban#a#


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3 of 7

Project Statement

Proe!t Obe!ti-e&:

Provde a 8ref< l#t of *hat the project # to accompl#h; The project o8jectve# are a detaled ver#on of

the #tatement of *or(; Ta(en *th the #tatement of *or(< the o8jectve# defne the 8oundare# cope+ of

the project; The o8jectve #tatement can al#o 8e #een a# a decompo#ton of the #tatement of *or( nto a#et of nece##ary and #uffcent o8jectve #tatement;

=8jectve# may nclude 8oth #hort and long-term o8jectve#;




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Project Statement

'. Su!!e&& Fa!tor&:

%#t factor# that *ll 8e u#ed to determne the #ucce## of the project; Th# part of the project #tatement #houldan#*er the ue#ton< >?o* do *e (no* t the project *a# #ucce##ful@ t # e##ental that the crtera 8e

uantfa8le and mea#ura8le; Short-term #ucce## factor# are u#ed to determne f a project # complete;

S!ort Term

9on" Term




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$ of 7

Project Statement

D. Strate"i! an$ Ba!*"roun$ Information:

Plea#e an#*er the follo*ng ue#ton# 8y mar(ng >Be# or >o;Ye& No

# the project con##tent *th the #tate organaton )u#ne## PlanD; f not< *hy not;

# the project dentfed n the #tate organaton T #trategc plan; f not< *hy not;

Bu&ine&& Area or I Area Im/a!te$.Chec( all approprate functon#.

Project Management Plannng ocument Trac(ng Program-#pecfc ataManagement #y#tem

Euman e#ource# Procurement 'or(flo* Management Eelp e#(

5nancal Fear 2000 e#( Top Productvty

Ot(er Bu&ine&& Fun!tion&:

%/e& of e!(nolo"%.dentfy technology area# that mght apply to th# project; Chec( all approprate categore#;

S% ata8a#e eal Tme /!pert Sy#tem %A@Clent ServerArchtecture

magng 'A@Gnternet e#(top applcaton

Man 5rame Soluton /lectronc ata nterface CDADD Hther

Ot(er e!(nolo"% Area&:




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Project Statement

E. Plannin" Bu$"et:

A #mall amount of hgh-level plannng nformaton #hould 8e provded *th th# project #tatement f any #Da8leeffort of 8u#ne## analy## need# to 8e completed; f not< th# #ecton may 8e omtted;

Provde a l#t of actvte# to complete the concept and plannng pha#e#; There #hould 8e appro!mately 2 to 10

ta#(#;

Actiit&

Actiit& Description of Da&s Estimated

Cost

1ilestone

T/TA9

Attach a #chedule for the#e ta#(# f avala8le;

F. 0i"( Le-el Plan

6#e the follo*ng ta8le to e#tmate the overall co#t of the propo#ed project after the project plan # approved;

emem8er that the#e co#t fgure# are to 8e general e#tmate#; The detaled project plan *ll follo* n the

plannng pha#e;

Actiit&

Actiit& Description of Da&s Estimated

Cost

1ilestone

T/TA9


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Project Statement

G. Plannin" Finan!ial an$ S!(e$ule Information:

/#tmated )udget %o*:

?gh:

/#tmated Start ate:

&tr; and Br;+

/#tmated %ength

&Month#+

/#tmated Completon ate:

&tr; and Br;+

5#cal Bear 1 ollar# 5#cal Bear 2 ollar#

0. Ot(er relate$ information:

I. O-erall /(a&e& of 1or* an$ e2/e!te$ timeframe&:

3. Relate$ a&&um/tion&:


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Project 1ana"ement Plan: Project Approal

ITEC P5/;ECT 1ANA>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>

Project 1ana"er:

Approals:

Project 1ana"er Prime Contractor 1ana"er 0 2if applicable4

State /r"ani'ation 1ana"ement. ?ser 1ana"ement

Steerin" Committee C!airman

/ersi"!t 1ana"er 0 2if applicable4 Project Sponsor

CIT/ 0 2if applicable4

The a8ove #gnature# repre#ent agreement *th the attached plan ncludng agreement *th the actvte#< the r#(#< the effort and the co#t of thea##ocated projectD

Proe!t Name: Start Date:

State Or"ani#ation: 5elease 6(3 ITEC P1 76 0 7Copyrght 1999-200. State of Ban#a#


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Project 1ana"ement Plan: Project Approal

State Or"ani#ation:: Submitte$ b%:

Prime 'ontra!tor: Date A1ar$e$:

'urrent Sta"e of

Proe!t:

De-elo/ment Life '%!le +De&i"n4 De-elo/ment4 Inte"ration or e&tin" or Im/lementation,

Proe!t i& OnS!(e$ule:

Ye&: No:

Detail&:

Proe!t i&1it(in Bu$"et:

Ye&: No:

'omment&:

Please ans)er t!e follo)in" $#estions b& mar%in" *+es, or *No, and proide a brief response as appropriate Ye& No

# th# an updated Project Plan; f #o< rea#on for 6pdate:

)udget for project 8y f#cal year and # project funded; f #o< for *hat amount+ and perod+:

)udget Amount: Fear: 5unded;)udget Amount: Fear: 5unded;

)udget Amount: Fear: 5unded;

Total )udget:



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Project 1ana"ement Plan: Project S#mmar&

Point& of 'onta!t

Th# #hould 8e the l#t of ndvdual# that *ll 8e nvolved *th the project durng the e!ecuton pha#eD

Position Name./r"ani'ation P!one E0mail

Project 1ana"er

Senior 1ana"ementSponsor

Senior Tec!nical Sponsor

Proc#rement Contact

C#stomers:

/t!er Sta%e!olders 2Top

34:

Prime 'ontra!tor Information

'om/an%:

Position Name P!one E0mail

Project 1ana"er

Senior Tec!nical Sponsor

Contracts Contact

State Or"ani#ation: 5elease 6(3 ITEC P1 76 0 8Copyrght 1999-200. State of Ban#a# Page 2 of 2


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Project 1ana"ement Plan: Project C!arterProe!t: Date:

Bu&ine&& Problem.

Statement of )or* +Goal,.



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Project 1ana"ement Plan: Project C!arterProe!t: Date:

Proe!t Obe!ti-e&:

Provde a 8ref< conc#e l#t of *hat the project # to accompl#hD

1D

2D

3D

4D

$D

,D

Su!!e&& Fa!tor&:

%#t factor# that *ll 8e u#ed to determne the #ucce## of the projectD

Short-Term1D2D3D

%ong-Term1D2D

3D

Proe!t De/en$en!ie&5'on&traint&:



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Project 1ana"ement Plan: Project Tradeoff 1atrix and Stat#s S#mmar&Proe!t: Date:

Sc!ed#le Scope 5eso#rces

dentfy vara8le to 8e CH@STA@/< MPHI/< ACC/PT/

'omment&:

@.0 Stat#s

Team Tec! Sc!ed#le Cost Comment

-GJ -GJ -GJ

-GJ -GJ -GJ

-GJ -GJ -GJ

-GJ -GJ -GJ

-GJ -GJ -GJ

#cu##:

9e"end

J K Ahead of Schedule

- K )ehnd Schedule

G K Hn Schedule



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Project 1ana"ement Plan: Actiit& 9ist 2or% Brea%do)n Str#ct#re4Proe!t: Date:

Provde an actvty l#t &*or( 8rea(do*n #tructure+that de#cr8e# each ta#( reured 8y the project

A!ti-it% 6 A!ti-it% Name De&!ri/tion Role& Ela/&e$Da%&

)or*0our&

Start Date De/en$en!% Mile&tone 27Ref

State Or"ani#ation: 5elease 6(3 ITEC P1 76 0 Copyrght 1999-200. State of Ban#a#


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Project 1ana"ement Plan: or% Prod#ct IdentificationProe!t: Date:

Deli-erable Name Due Date Date Deli-ere$ Point of 'onta!t

State Or"ani#ation: 5elease 6(3 ITEC P1 76 0 Copyrght 1999-200. State of Ban#a#


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Project 1ana"ement Plan: Estimated Cost At CompletionProe!t: Date:

An a##e##ment of the total effort and co#t at completon of the projectD

Anal%&i& in 0our& Anal%&i& in Dollar&

)BSNo.

A!ti-it% De&!ri/tion Bu$"et

0our&

A!tual

0our&

E&t. to'om/lete

E&t. 8'om/le

te

9arian!e+ ;

More,

Bu$"et complete? only afternternal A ha# 8een #ucce##fully

completed;.D, 'll there 8e a formal proce## for

#u8mttng< loggng< trac(ng< and reportngof tem# undergong A throughout the#u8mt-te#t-re*or(-re#u8mt-rete#t cycle;

.D7 'll #tat#tc# related to A 8e collected andpro8lem# ra#ed a# ##ue#;

.D. 'll the A related nformaton 8e reportedregularly a# part of the Statu# eportngmechan#m#;

Comments:

State Or"ani#ation: 5elease 6(3 ITEC P1 0 7



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Stat#s 5eport

Project: Date:=================

Su8mtted 8y: Project Hrganaton Area:

Project #: Hn Plan Ahead of Plan )ehnd Plan

eportng Perod: 5rom: ===G===G=== To: ===G===G===

C#rrent Actiit& Stat#s:The de#crpton of actvty #hould not #pan more than 2E3 lne#; Actvte# #hould 8e ln(ed to the project ta#(# l#t or ')S;

Si"nificant Accomplis!ments:

Planned Actiities for next period:

The de#crpton of each actvty #hould not #pan more than 2E3 lne#; Actvte# #hould 8e ln(ed to ')S and 'P;




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Stat#s 5eport

Financial Stat#s:

Planned Fer#u# Actual Co#t#:

Planned Fer#u# Actual Schedule:

Planned Fer#u# Actual Staffng:

/TC Projecton &Tme+:/AC Projecton &Co#t+:

Tec!nical Stat#s.Iss#es:

1ajor Action Items:

C#rrent 5is% Stat#s:




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Actiit& Trac%in" TableProe!t: Date:

BS Actiit& Description Depend /)ner Planned Sc!ed#le Act#al Sc!ed#le Tar"et Sc!ed#le

Start 5n#h urD Start 5n#h urD Start 5n#h urD

Comment#:All actvte# that are not meetng planned date# need to defne: rea#on< approach to 8rng nto conformance< and mpact;

State Or"ani#ation: 5elease 6(3 ITEC P1 0 7Copyrght 1999-200. State of Ban#a#


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C!an"e 1ana"ementProe!t: Date:

Control N#mber: >>>>>>>>>>>>>>>>>>

C!an"e Proposal Title:============================== Date Created:===================

/ri"inator:======================================= /r"ani'ation: ==================

Proposed C!an"e Description and 5eferences:

;#stification:

Impact of Not Implementin" Proposed C!an"e:

Alternaties:

State Or"ani#ation: 5elease 6(3 ITEC P1 0 7J



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C!an"e 1ana"ementProe!t: Date:

Initial Impact Anal&sis

Baselines Affected:

Confi"#ration Items Affected:=========================================================

Cost . Sc!ed#le Impact Anal&sis 5e$#iredK No>>> +es>>>

Anal&sis Prepared b&:=================================

Impact on Cost:======================================

Impact on Sc!ed#le:==================================

Impact on 5eso#rces:=================================

Final 5eie) 5es#lts:

5eie) Date:============================

Classification: ====LI


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Iss#e 5esol#tion FormProe!t: Date:

Control N#mber>>>>>>>>>>>>>>>>>>>>>

Page 1G2

Project Name:================================ Date:============

5e$#ester:================================/r"ani'ation:=======================

Iss#e T&pe 2c!ec% one4

===5e$#est for Information ===S&stem Problem ===Proced#ral Problem ===/t!er

2Specif&4============================================================================

Description:

5ecommendation

Impact 2if not resoled4

Date 5esol#tion Needed:========================

Proposed Assi"nee:============================Attac!ments 2if an&4:




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Iss#e 5esol#tion FormProe!t: Date:

Page 2G2

5eie)er:================================== 5eie) Completion Date:================

5eie)er Comments:

Estimate of Additional Effort:

Cost . Sc!ed#le Impact Anal&sis 5e$#iredK +es>>> No>>>

5eso#rce 5e$#irements >>>>>>>>>>>>>>>>>>>> or% Da&s or Cost =============================== ===========

==================== =============================== =============================== ===========

5ecommendation 2c!ec% one4

===Accept ===Defer ===Need Additional Information ===5eject

Assi"ned to:=========================== /r"ani'ation:=============================

Planned Completion Date:========================

Comments:

Project 1ana"er Si"nat#re:================================== Date:===================

Act#al Completion Date:============== Approal Si"nat#re:==============================




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8Post Implementation Eal#ation 5eport Template

The T/C Polcy 2$30 e#ta8l#he# reurement# for a Po#t mplementaton /valuaton eport&P/+D The report # referenced n the Project Management Methodology manual under the>Clo#e Hut? #ectonD The P/ document# the h#tory of a project and provde#

recommendaton# for other project# of #mlar #e and #copeD The P/ # to 8e completed oneach project *hen cancelled or completedD A copy need# to 8e provded to the approprate8ranch Chef nformaton Technology Hffcer &CTH+ mmedately follo*ng projectcompleton or cancellaton 8ut no longer than #! month#D

Sample Ta8le of Content#:/!ecutve SummaryProject H8jectve#)u#ne## Area#Project Per#onnel and HrganatonProject E#tory and Tme lne

#( A##e##ment and Mtgaton Technue#Change Control< ualty and Confguraton Management Technue#Project CommuncatonCu#tomer /!pectaton#Project e#ult#5nancal ata%e##on# %earnedecommendaton# for 5uture Project#

Sample P/ eport:/!ecutve Summary

#cu##on of (ey pont# of the project &ma!mum 1 page+Project H8jectve#

'hat *ere the o8jectve# the project *a# to accompl#h'hat *a# the 8u#ne## pro8lem that needed to 8e #olved

)u#ne## Area#'ho *ere the project cu#tomer# and a de#crpton of the 8u#ne## area# covered 8y theproject

Project Per#onnel and HrganatonA l#tng of project per#onnel ncludng ther functonal ttleThe project Hrganatonal Chart

Project E#tory and TmelneAn overve* of the major actvte# of the project and ho* they *ere accompl#hedNantt Chart #ho*ng a hgh level #ummary of the actvte# and tmelne

#( A##e##ment and Mtgaton Technue#'hat r#(# occurred and *hat technue# *ere u#ed to mtgate the#e r#(#

Change Control< ualty and Confguraton Management Technue#'hat technue# *ere u#ed to en#ure change control< ualty and confguratonmanagement and ther effectvene##

Project Communcaton


Copyrght 1999-2010 State of Ban#a#


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'hat technue# *ere u#ed to en#ure communcaton and ther effectvene##Cu#tomer /!pectaton#

Eo* *ere cu#tomer e!pectaton# dentfed and met< technue# for handlng them'hat *ere the #ucce## factor# and ho* they *ere met

Project e#ult#

Stat#tcalG5nancal ataPlanned ers#s act#al final sc!ed#le data 2Estimated Cost at CompletionITEC P176 4

Planned ers#s act#al final reso#rce data

Planned ers#s act#al final project cost 2s!o#ld be bro%en do)n b& internal

and external cost for Plannin"- Exec#tion and Close0/#t4

%e##on# %earnedBey fndng# of the %e##on# %earned ncludng recommendaton#

Project:

A record of decisions made throughout the project. Information should include: the decision date, a description, meetingproject phase, the project phase(s) affected, the decision maker(s) and clarification comments, if needed.

De!i&ionDate De&!ri/tion of De!i&ion

Meetin" in)(i!( De!i&ion

Ma$e

'urrentProe!tP(a&e

Affe!te$Proe!tP(a&e

De!i&ionMa*er+&,

b Appendix

Documents

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