Project Manager Checklist

Small Projects – Class 1 & 2

Project:
Project Manager:
Key Document Additional
Phase  Activities
Deliverables Deliverables
Define  Identify customer and project needs
Assign Project Class
Create initial Work Plan (WBS)
Develop Proposal  Project Proposal
Proposal Reviews
Other UCSC Reviews (PP&C, Procurement,
SHR)

Sponsor Approval
 Phase Gate - ITS Manager Approval Class 1  Copy Approved
or 2 Projects (if project resources are within a Project Proposal to
single ITS unit) PMG
Phase Gate - ITS SMT Approval Class 1 or 2
Projects
(if project requires resources from multiple ITS
units)

Plan  Develop Charter (optional for Class 2)  Project Charter

 Project Budget
Deepen Work Plan (WBS)  WBS
Resource Plan  Resource
• Staff Resources Assignments

• Budget  Project Budget

Service Strategy
Phase Gate – Manager/Sponsor Approval
Phase Gate – Project Approval  Copy Approved
Project Charter and
Associated
Documents to PMG
 Copy Approved
Project Budget to
Business Services

Launch  Launch Kick-off Meeting

• Project Plan Review and Assessment
• Team Assignments
• Initial Risk Review

Last Update: February 2012

 Project Manager Checklist
Small Projects – Class 1 & 2

Project:
Project Manager:
Key Document Additional
Phase  Activities
Deliverables Deliverables
Phase Gate- Resources (Staff and Budget)
Available and Final Schedule Approved

Manage Schedule Management  WBS

Requirements Definition  Requirements Sponsor Sign-Off
Specification
Gap Analysis
System Design & Build (Design Review System Design DRB Review
Board)
System Quality Plan
System Test Plan
Service Design and Transition
Project Change Control Management  Project Change
Control

Cost Management
Risk and Issues Management
Internal and External Communications  Status Report  Copy Project
Status Reports to
PMG

Phase Gate – Implementation Approval

Close  Transition to Production  IT Services

• System Deployment New/Changed
Services Release
• Training
• User and Support Documentation
• Post go-live operational support
• Service Transition & Operation

Closure Meeting and Lessons Learned  Lessons Learned  Copy Lessons

Review Learned Review to
PMG

Administrative Closure  Project Closure  Copy Approved

Review Project Closure
Review to PMG

Celebrate!

Last Update: February 2012