All client engagements should be managed through a standard PMBoK Project Management
lifecycle and methodology to ensure appropriate controls and quality standards are in place
Phase 1
Phase Initiate
Define scope/ objectives & plan:
• Develop scoping document
• Define Program/ workstream
Structure
• Define Support Structure
(business owners and
sponsorship)
Activities • Define Governance structure and
operating rhythm
• Develop high level plan
• Define Business interfaces and
Resourcing requirements
• Define Reporting needs
• Proposal document
• Project / Program Kick off
• Initial Charters summarising;
Controls - Tools objectives, milestones, risks
and Templates • High Level Plan on a page
• Initial Workplan by workstream
• Initial Resource plan
• Detailed RACI
• Roles and Responsibilities clear
• PMO Structure defined
• Customised Tools and Templates
Outcomes • Charters written
• Working Groups established
• Draft schedule complete
• Resources needs understood
Phase 2
Planning
Detailed Planning:
• Integrated Program Schedule
complete and baselined
• Scope baselined
• Budget baselined
• Risk Management Process
established
• Key Dependencies and Interfaces
identified
• Milestones and Deliverables
identified
• Project team inducted
• Detailed Charters
• Requirements log
• Integrated Program Work
Breakdown Structure (WBS)
• RAID log
• Change Management plan
• Stakeholder Mgmt plan
• Tools to manage cost
• Charters Finalised and agreed by
business owners
• Work packages fully planned
• Milestones and QA gates agreed
• Deliverables plan agreed
• Workstreams fully mobilised
• Budget agreed
Phase 3
Execution
Establish Operating Rhythm:
SteerCo:
• Steering committee to guide
program and remove road blocks
PCG/ WIP meetings:
• Manage resources/ activities and
deliverables from agreed plan
• Minutes/ actions captured from
each meeting
• Risks and Issues identified
Reporting:
• Status report from workstreams
• Steering committee pack
• Risk forum pack
• PCG Pack
• RAID Log
• Status reporting
• Change Management plan
• Stakeholder Mgmt plan
• Tools to manage cost
• Operating Rhythm established
• Risk and Issues Management
framework agreed and established
• Change Management plan agreed
and established
• Stakeholder Mgmt plan completed
• Reporting cycle established
Phase 4
Monitoring
and Control
Manage Operating rhythm:
SteerCo Meetings monthly:
o Manage content development
and inputs from workstreams
o Manage stage gates and
approvals
PCG / WIP weekly or fortnightly:
o Status and Milestones mgmt
o Resources validation
o Risk and Issue management
o Deliverables management
o Manage outstanding actions
• Steering committee pack
• Risk forum pack
• PCG Pack
• RAID Log
• Status reporting
• Change Management plan
• Stakeholder Mgmt plan
• Tools to manage cost
• Monitor progress and provide
directional guidance to team
• Stakeholders engaged
• Change acceptance
• Risks and issues managed
• Change managed
• Budget controlled
Phase 5
Closure
Handover and Review:
• Finalise documentation and
Client Acceptance criteria met
• Contractor Assessment
• Outcome Assessment
• Team performance review
• Tidy up folder structure and any
other admin loose ends
• Final timesheets/ costs and
budget review
• Consolidate any IP development
• Archive any documents as req’d
• Post Implementation Review
• Project Completion Report
• Case Study
• Lesson Learned
• Deliverables achieved
• Requirements met
• Client satisfaction high
• Budget achieved and profitability
acceptable