20150818AVU to Staff 90 Attachment A.pdf

When in doubt, contact your Program Manager or email the [e-mail].
ET Project
Management
Quick Reference
Guide
General Q & A Project Oversight PM Cadence
Rev. 12/29/14
12-29-2014
Staff_PR_090 Attachment A Page 1 of 2
CLOSING
YES
ASSIGN
PM
Ideas are
captured in
Clarity and vetted
for priority and
funding
Approved Ideas are
converted to Queued
projects. Program
Manager fleshes out the
high-level attributes.
Create Pre-Charter
Planning Forecast
(SWAG)
PgM SC reviews
Pre-Charter forecast
to determine if project
should move to
Initiation?
INITIATION
Project Initiation Charter
xKey RolesxProject Profile
xProject Artifacts &
Milestones
xProject Assumptions &
Constraints
xCompliance & ControlsxPlanning Cost Estimate
ET Finance Manager
creates Initial CPR to
cover planning costs,
assigns accounting
project number and
updates details in Clarity.
Adds project to Tracker if
required.
PLANNING through
Scope
Review Initiation artifacts
PM works to refine Scope and
Use Cases/Epics with
assistance from various
ET disciplines
(VROM Plan for Planning)
Gather VROMS
Compliance section:
Initiate Biz Control &
Comp Control
Assessments
Kick Off Meeting
Finalize
Statement
of Scope
EXECUTION
Finalize Team
Conduct Operational
Walk through
Finalize Go Live Approval
which includes scope
review, Business
Continuity, Business &
Computer Controls sign
off
Go Live
Approved?
PMP
approved?
PLANNING: Scope
through PMP
Gather Engineering
Work Packages from
various ET disciplines
Finalize WBS
Risks/Issues identified
and entered in Clarity
Finalize PMP including
cost plan and attend
Engineering Review
Pending
YES
YES
SIMPLIFIED PROJECT
MANAGEMENT
LIFECYCLE
YES
Scope
approved?
The decision to move to
Initiation is driven by:xProgram Budget
xOverall project priorityxResource availability
Perform final Clarity
administrative tasks
Approval to
Close
approved?
Set project finish date,
close procurements and
prepare draft GoS Using
the PPR
Place project “in service”; begin
60 day wait for trailing costs
Hard Close
Projects will automatically
close after 6 months.
Charter
Approved?
Please consult documentation
found on the PMO SharePoint
site and/or the Clarity
SharePoint site for additional
information.
Survey results
obtained?
YES
NO
Follow-up w/SC
NO
NO
NO
NO
A project may be placed
on hold which stops the
accrual of AFUDC but
has a limited timeframe.
NO
Begin to finalize team
LEGEND
Program Manager
Business Analyst
Team Lead
Project Manager
ET Finance Manager
Project Artifacts
NO
Revisit Go Live
Elements
ET Finance Manager
updates the CPR
amount and project
details in Clarity.
YES
xImplement into production
xWarranty period completexConduct Operational handoff
Execute PMP
Finalize PPR and
distribute as directed
Address scope or
compliance issues
No
YES
Begin Statement of Scope
Create Cost Plan
Begin PMP
Execute UAT
Conduct Lessons Learned
Staff_PR_090 Attachment A Page 2 of 2