In the Plan-for-Analysis stage of the project a PM is typically assigned. The PM should receive the Preliminary Deliverables Matrix that was completed by the PMO in the Initiate stage. The PM should also be shown the location of all deliverables created to date for the project in PPM. The PM should confirm that all documents which should have been completed up to this point have been documented and signed-off (where applicable). Any issues should be discussed with the DM.
The PM will create the Project Charter during this stage. The PM should review the Concept Estimate (project cost estimate and project delivery date) and associated source documents as a starting point for gathering information for the Project Charter. Project scope should also be confirmed with the Project Sponsor during this stage and included in the Project Charter. It is recommended that the Project Charter be signed off before proceeding to the next stage (Analysis) of the project.
The DM should update the Project Estimate History in PPM with this Plan-for-Analysis Estimate (both project cost and project duration). The project cost estimate and project duration shown here will become the first baseline against which future progress of the project will be measured.
It is also recommended that the PM ensure that all project team members new to the OCIO receive a proper orientation and sign an OCIO Orientation Checklist. The PM is responsible for storing the signed OCIO Orientation Checklists in PPM. Please see the Project Start-Up and Administration table in Appendix C of the Project Manager Reference Guide (PMRG) for more detailed instructions on where to find the OCIO Orientation Guide and Orientation Checklist.
At the end of the Plan-for-Analysis stage, the PM should also deliver a detailed Project Plan for the Analysis stage along with a high-level Project Plan for the life of the project (e.g. Design-to-Close). The Project Planning Checklist is an activity that should be completed to confirm that all required project activities have been included in the Project Plan.
- Project Charter Template (74 KB) Updated: 2017-12
- Project Plan
Note: PMs should review their project’s Deliverables Matrix to understand which of the above deliverables are mandatory for their project (deliverable requirements are dependent on project type, size, etc.). The Preliminary Deliverables Matrix is initially completed by the Project Management Office (PMO) in the Initiate stage and PMs should request the PMO complete the Finalized Deliverables Matrix at the end of the Analysis stage (in the event the project type and/or size has changed). PMs are also encouraged to contact the PMO if they feel a deliverable listed as mandatory is not relevant (e.g. eligible for an exemption).
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