Organisation
Governance
Project will all have these governance roles by default.
| Role | Name | Division / Group / Team / College / School and Title |
|---|---|---|
| Project Sponsor | ||
| Programme Owner | ||
| Programme Manager | ||
| Portfolio Owner | ||
| Portfolio Manager | ||
If the project has a project board for governance then list its composition here:
Project Board
| Role | Name | Division / Group / Team / College / School and Title |
|---|---|---|
| Executive | ||
| Senior User (may be the Executive) | ||
| Senior Supplier | ||
| Other board members | ||
| c |
Planned Project Timelines
For small projects and project teams, the milestones will set out the project plan.
For medium and large projects, a project plan - MS Project, Gantt, or other - can be added to the Plan Log and revised as project progresses.
Resources Skills and Cost
Budget
For small projects and project teams, state the estimated effort - build and test, project management.
For medium and large projects, an estimate can be added to the Estimation Log and revised as project progresses.
Also estimate costs of hardware, software, licenses, travel, other.
Project Team
The project team : who manages the team, lead and other technical people, business analysts, lead and other represenatatives, people in other areas of the University who will be involved in analysis, testing, acceptance and service handover.
| Role | Name | Division / Group / Team / College / School and Title |
|---|---|---|
| Project Manager | ||
| Technical Lead and other technicians | ||
| Business Analyst | ||
| Business Lead(s) | ||
| Procurement Advisor | ||
| Service Contact | ||
| User(s) - who will help in analysis, testing and sign-offs | ||
Tolerances
For medium and large projects, state any tolerances for cost/timeline/scope beyond which point the Project Manager must request approval of the change from the Sponsor and / or the Board.
Quality
The milestones are a key tool in ensuring that the project process itself is followed as set out by ITI, and that the product deliverables are to the required Quality.
Edit this template to list the key Milestones and who signs off on these milestones. Add milestones for Security, Accessibility, etc. as advised on previous page.
| Milestone | Sign-Off means | Date of Milestone | Who signs-off (Accountability) |
Start of Project |
Project can begin, is in line with Programme and Portfolio priority, has resource |
Add initial planning dates for milestones |
Sponsor, Programme Manager |
End of Planning |
Project Brief, Plan, Estimated Budget, Risks - all approved. Project has resource approved by section head for the estimated effort. Project has funding for effort for other costs. |
Sponsor, PM, Programme Manager, Section Head(s) |
|
| Communication Plan | If not completed by end of planning then indicate when planning done | PM | |
| End of Analysis | quality and completeness of analysis | business analyst/business lead / senior user/ PM | |
| End of Design | quality and completeness of design | technical lead / senior supplier/ business lead / senior user/ PM | |
| End of UI Design | quality of UI - to show we have designed an interface that is usable, accessible, promotes equality and diversity | technical lead / senior supplier/ business lead / senior user | |
| End of Build | quality and completeness of build | technical lead / senior supplier/ PM | |
| Acceptance | overall quality of deliverable, UAT has been passed, Intergation testing successful, all components technically checked - fit for delivery to live service |
technical lead / senior supplier /business lead / senior user /business analyst /PM
|
|
| Security QA | deliverable satisifies security | Section Head | |
| Branding QA | for new, upgraded services, sign-off that branding guidelines for ISG, University, school/college has been followed by the project team |
PM but UoE C&M, college C&M and (pending) ISG Branding Team also should sign-off |
|
| Design UI QA | to show we have built an interface that is usable, accessible, promotes equality and diversity | Sponsor and Service Owner | |
| EqIA | For new services or services undergoing substantial change, there must be an equality impact assement completed, validated by equality office and deposited on eqia website | PM or Service Owner Equality Officer | |
Delivery |
Change to Service can proceed |
Sponsor, PMservice owner/ service operations manager (helpline) |
|
| Handover to Support | support can take over running of the Service | service owner/ service operations manager (helpline) | |
Closure |
Project can close |
|
Sponsor, PM |
Assumptions
What are the key underlying assumptions for the project that underpin the planning? For example, that the requirements we have outlined are complete, that all our stakeholders have been identified, that the software we are using is ready and configured, that we have a ready to use TEST environment.
Constraints
Are there constraints on this project? For example, specialist skills are needed, having to deliver in certain windows through the academic year, we need ot share a TEST environment with other developers?
Risks
The project manager will ensure that the project team will review the risk log at every team meeting, and project owners update their risks at least once a month or more as appropriate to the project.
Issues
The project manager will ensure all changes to cost/timeline/scope must be recorded in the issue log, and reflected in miletones log, budget and estimations, and the project Scope Change log.
Previous Lessons Learned
Does the ITI Lessons Learned (see ITI Projects Sharepoint) indicate any issues or risks from previous projects? Is any other previous experience pertinent?
Dependencies
Are there other projects or work that this project is dependent on to start or possibly interact with at a later stage - or vice-versa that depend on this project.
Are we depending on certain events to take place?
Are we dependent on suppliers, or product releases?
Communication
For projects with an array of external stakeholders, a Communication Plan can be created and made available on the ITI Sharepoint space if preferred.
Also confirm that : Project Sponsor and Project Manager meeting schedule has been agreed with Sponsor. Project Team meetings schedule has been arranged (these may be combined with Sponsor meetings).
Check the Forward Look on ITI Sharepoint to see the level of engagement our partners expect for your project.
Check the Forward Look to see if your project wil be using the Major Governance Toolkit.