Project Management
Scaleable Methodology Guide
The following table addresses vital aspects of project initiation and integration management such as the project charter, the importance of project stakeholders, and project life-cycle phases and milestones.
Priority | 
  ||||
|---|---|---|---|---|
Area | 
    4Minor investment, informal schedule goals, low organizational priority and visibility. | 
    3Moderate investment, definite schedule target, some organizational priority and visibility. | 
    2Significant investment, important schedule goals, medium organizational priority and visibility. | 
    1Major investment, critical schedule goals, substantial organizational priority and visibility, significant technical and cost risks. | 
  
Project Charter | 
    Prepare a one page memo of understanding between the sponsor and the PM outlining project objectives, resources, commitments, and constraints. | 
    Identify quantifiable objectives, cost and schedule targets; outline staffing commitments, funding, and assets. | 
    Define specific performance goals and cost and schedule thresholds; describe PM authority and organizational commitment. | 
    Define PM responsibilities and authority; describe specific objectives and make express commitments of staffing, funds, and assets. | 
  
Life Cycle Phases and Milestones | 
    Define basic phases, milestones, decision points, accomplishments, and deliverables. | 
    Prepare project plan inputs with discussion of phases, deliverables, objectives and success criteria; establish immediate milestones within project phases. | 
    Include in project plan linkages between milestone approval reviews and documents, updated estimates, test results, etc. | 
    Define event-based milestones; establish milestone exit criteria; link to deliverables, baseline document updates, test results, and management reviews. | 
  
Project Stakeholders | 
    Identify project stakeholders (customers, sponsors, users, etc.) and bulletize their interests and objectives on one page; review the project plan to ensure stakeholder satisfaction will be achieved. | 
    Map stakeholder interests to specific initiatives to ensure satisfaction; develop, maintain, and post team success metrics; plan proactive stakeholder communications. | 
    Prepare stakeholder management plan, and allocate staff and budget to periodic reassessments and corrective actions; focus specific initiatives to achieve stakeholder satisfaction. | 
    Prepare and update a structured stakeholder analysis supporting a stakeholder management plan; map to the quality plan, risk management plan, and to project reporting initiatives. | 
  
The Project Plan | 
    Summarize project objectives, approach, time constraints, cost estimates, and staffing plan; ensure these fit together and are realistic and achievable; define milestones; and link tasks to owners and deliverables. | 
    Employ planning process to build team ownership and facilitate peer review; apply systematic methods to assess cost and schedule realism; plan more heavily in risk areas; apply all PM principles in plan. | 
    Prepare a plan that links the requirements, task plans, timelines, cost estimates, staffing, deliverables, and test plan; make sure cost, scope, and time are bounded; define success criteria for milestones. | 
    Produce an integrated family of documents defining all project activities and disciplines; plan for mapping and traceability throughout major documents; systematically address all PMBOK areas. | 
  
Project Management Methodology | 
    Apply sound project management principles such as: clearly documented requirements, a realistic plan, project baseline controls, and periodic reviews; maintain a PM notebook. | 
    Include outline of proposed project management methodology in project plan document; identify vital PM systems and procedures. | 
    Document PM approach, including baseline management, reviews, data collection, project metrics, and control responsibilities; monitor and report status of PM implementation. | 
    Prepare project management plan describing methodology, reviews, baseline controls, and organizational roles and responsibilities; establish metrics to track integrity of PM disciplines. | 
  
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