|
Step |
Task |
Predecessor |
Resources |
1 |
Initiate a Project |
|
|
1.1 |
Review agency IT portfolio |
|
IT Portfolio Management Standards |
| |
Elements of an agency IT portfolio |
|
IT Planning and Assessment Guidelines |
| |
Small Agency IT Portfolio Resources |
|
IT Portfolio Resources |
| |
2003-05 Operating Budget Instructions. See Section #11: Information Technology Portfolios |
|
Office of Financial Management Budget Instructions |
| 1.1a |
If multi-agency/jurisdictional project, identify participating agencies and entities |
|
Washington State Organizational Chart |
| 1.1b |
Contact participating agencies and entities |
|
State Agency Index |
1.2 |
Identify business needs/objectives, Review agency strategic plan |
|
Resources – Sample agency strategic plan |
1.3 |
Amend IT portfolio (as appropriate) |
|
Annual Portfolio Review |
| 1.4 |
Identify the executive sponsor |
|
Project Management Guidelines |
1.5 |
Identify project goals |
|
Project Management Guidelines |
1.6 |
Identify and appoint project manager
| |
IT Project Management Policy |
| 1.6a |
Why project managers are essential |
|
Project Management Guidelines |
1.6b |
Valuable tools, tips, and guidelines for ensuring successful projects
| |
Project Management Framework |
1.7 |
Write a Project Definition document |
1.2 |
Example Document |
| 1.7a |
Washington State Correspondence Guidelines (intranet) |
|
Washington State Correspondence Guidelines (Intranet) |
|
Agency Publication Guide |
|
Agency Publication Guide |
1.8 |
Identify skills needed and project team members, including consultants if needed |
2.31 |
Project Team Purpose and Benefits |
1.8a |
Composition of the project team |
|
Project Team Skill Composition |
| 1.8b |
Project Team tips and examples |
|
Project Organization Team Composition |
| 1.8c |
Technology Management Consultants |
|
DIS Project Oversight Staff |
| 1.8d |
Infrastructure experts |
|
Web Hosting Services |
| 1.8e |
Security experts |
|
Enterprise Security Services |
1.9 |
Conduct RFQQ for consultant's, if needed |
|
OFM Personal Services (Consulting) Contracts |
| 1.9a |
Identify pre-qualified information technology services vendors |
|
Professional and Purchases Master Contracts - DIS' IT Professional Services Contracts |
| 1.10 |
Project Team/Contractor Relationship |
|
Project Management Guidelines |
1.11 |
Define business requirements |
|
Developing New Investment Proposals |
| 1.11a |
Prepare Business Case |
|
Business Case Instructions |
| 1.11b |
Prepare Risk Management Plan |
|
Sample Risk Management Plan |
| 1.12 |
Identify project scope, create schedule, define costs and resources |
1.2, 1.11 |
Project Goals and Scope |
| 1.13 |
Prepare a project plan with phases, tasks, dependencies, timelines, resources, and a work breakdown structure (WBS) |
|
Project Plan examples |
| 1.1 4 |
Conduct project team kick-off |
1.12 |
|
1.15 |
Prepare communications plan and publication plan |
|
Example Communications Plan |