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Project ManagementLife Cycle (PMLC)

Section 2

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OutlineProject Management Life Cycle

PMLC Review

Phases In Depth Planning

Analysis, Design &Development

Testing & Readiness

Post Go Live Closing

Wrap Up

Page 2

Monitoring&

Controlling

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Process ComparisonProject Management Life Cycle

Initiating Planning Executing Closing

Page 3

Monitoring & Controlling

Chartered ProjectRequest

PlanningAnalysis,Design &

Development

Testing &Readiness

Post GoLive

ClosingProposalIdea

GOLIVE!

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PlanningProject Management Life Cycle

Page 4

Planning

Develop schedule,plans andrequirements forimplementation

Acquire resourcesand engage theproject team

Planning

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PlanningAnalysis,Design &

Development

Testing &Readiness

Post GoLive

ClosingProposalIdea

Schedule / ResourceManagement

ChangeManagement

RiskManagement

StakeholderManagement

Monitoring & ControllingProject Management Life Cycle

Page 5

Monitoring &Controlling

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ExecutingProject Management Life Cycle

Page 6

Executing

Transform businessrequirements intoactionable items

Design and developthe planned solution

Validate the solutionagainst the businessrequirements

Verify deploymentreadiness

Analysis,Design &

Development

Testing &Readiness

Post GoLive

Verify solutiondeployment per plan

Prepare to transitionproject to operationalorganization

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ClosingProject Management Life Cycle

Page 7

Closing

Receive approval toclose the project

Transition projectitems to theoperational owner

Perform LessonsLearned

Closing

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Planning Phase - ProcessProject Management Life Cycle

Page 8

Activities

Baseline BusinessRequirements

Acquire Project Team

Create Project DefinitionDocument

Develop WBS - Schedule

Develop CommunicationsPlan

Obtain Signed Contract(s)

Yes

No

Close or delay theproject,

Complete openplanning items

Input

Gate Review

Project Manager

Author ize tobegin

Development?

PlanGate

PlanningAnalysis,Design &

Development

Testing &Readiness

Post GoLive

ClosingProposalIdea

Receives Charter

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Planning Phase - ActivitiesProject Management Life Cycle

Page 9

Document the what of the idea at anactionable level

If not baselined by Proposal Gate, mustbe by Planning Gate Review.

Activities

Baseline BusinessRequirements

Acquire Project Team

Create Project DefinitionDocument

Develop WBS - Schedule

Develop CommunicationsPlan

Obtain Signed Contract(s)

PlanningAnalysis,Design &

Development

Testing &Readiness

Post GoLive

ClosingProposalIdea

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Planning Phase - ActivitiesProject Management Life Cycle

Page 10

Contact managers of resourcescommitted by charter

Establish expectations ofresource usage

Conduct a kickoff meeting

Present the project, including timelines

Introduce members, roles & expectations

Establish meeting frequency

Begin communications planning

Receive feedback on project

Activities

Baseline BusinessRequirements

Acquire Projec t Team

Create Project DefinitionDocument

Develop WBS - Schedule

Develop CommunicationsPlan

Obtain Signed Contract(s)

PlanningAnalysis,Design &

Development

Testing &Readiness

Post GoLive

ClosingProposalIdea

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Planning Phase - ActivitiesProject Management Life Cycle

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Activities

Baseline BusinessRequirements

Acquire Project Team

Create Project DefinitionDocument

Develop WBS - Schedule

Develop CommunicationsPlan

Obtain Signed Contract(s)

Scope Management

Time Management

Cost Management

Quality Management

HR Management

Communications Mgt

Risk Management

Procurement Mgt

Project Integration

PlanningAnalysis,Design &

Development

Testing &Readiness

Post GoLive

ClosingProposalIdea

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Planning Phase - ActivitiesProject Management Life Cycle

Page 12

Activities

Baseline BusinessRequirements

Acquire Project Team

Create Project DefinitionDocument

Develop WBS - Schedule

Develop CommunicationsPlan

Obtain Signed Contract(s)

PlanningAnalysis,Design &

Development

Testing &Readiness

Post GoLive

ClosingProposalIdea

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RASI MatrixProject Management Life Cycle

Page 13

Activities

Baseline BusinessRequirements

Acquire Project Team

Create Project DefinitionDocument

Develop WBS - Schedule

Develop CommunicationsPlan

Obtain Signed Contract(s)

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Planning Phase - ActivitiesProject Management Life Cycle

Page 14

StakeholderCommunications

WBS1

Postcards /Mailings

WBS 1.2

Email

WBS1.3

Initialannouncement

email

WBS 1.3.1

First reminderemail

WBS1.3.2

Last reminderemail

WBS 1.3.3

Meetings /Seminars

WBS 1.4

WebsiteDevelopment

WBS2

Graphics Design

WBS2.1

Software Implementation Project

Work Breakdown Structure(WBS)

Activities

Baseline BusinessRequirements

Acquire Project Team

Create Project DefinitionDocument

Develop WBS - Schedule

Develop CommunicationsPlan

Obtain Signed Contract(s)

PlanningAnalysis,Design &

Development

Testing &Readiness

Post GoLive

ClosingProposalIdea

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Planning Phase - ActivitiesProject Management Life Cycle

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Activities

Baseline BusinessRequirements

Acquire Project Team

Create Project DefinitionDocument

Develop WBS - Schedule

Develop CommunicationsPlan

Obtain Signed Contract(s)

PlanningAnalysis,Design &

Development

Testing &Readiness

Post GoLive

ClosingProposalIdea

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Communications PlanningProject Management Life Cycle

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PlanningAnalysis,Design &

Development

Testing &Readiness

Post GoLive

ClosingProposalIdea

The written strategy for getting theright information to the right project

stakeholders at the right time.

ORWho needs to know what, when and

how at what level of detail andinformed by whom.

Activities

Baseline BusinessRequirements

Acquire Project Team

Create Project DefinitionDocument

Develop WBS - Schedule

DevelopCommunications Plan

Obtain Signed Contract(s)

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Page 17

Develop plan to actively communicate withstakeholders

Internal to the project

Project team meetings Project team status reports & meeting minutes

Action Item registers

External to the project

Letters to stakeholders Blast emails & news

Formal and informal stakeholdermeetings

Planning Analysis,Design &Development

Testing &Readiness

Post GoLive

ClosingProposalIdea

Communications PlanningProject Management Life Cycle

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Communications PlanningProject Management Life Cycle

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Planning Analysis,Design &Development

Testing &Readiness

Post GoLive

ClosingProposalIdea

Vertical & Horizontal

Top-down & Bottom-up

Targeted & Tailored

Written & Oral

Concise

Timely With Reminders

Proper Perspective & Tone

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Communications PlanningProject Management Life Cycle

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Planning Analysis,Design &Development

Testing &Readiness

Post GoLive

ClosingProposalIdea

Matrix to organize and track progress

Deliverable/Communication

Description

Audience

Delivery Method

Delivery Date/Timing/Deadline

Frequency

Approval/Reviewer

Responsible Party/Owner

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Activities

Baseline BusinessRequirements

Acquire Project Team

Create Project DefinitionDocument

Develop WBS - Schedule

Develop CommunicationsPlan

Obtain Signed Contract(s)

Planning Phase - ActivitiesProject Management Life Cycle

Page 20

Engage OGC in contractsapproval process

Monitor to ensure GW Executivesignature

Confirm all necessary partieshave signed

Planning Analysis,Design &Development

Testing &Readiness

Post GoLive

ClosingProposalIdea

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Planning Phase Gate ReviewProject Management Life Cycle

If Planning Approved: Decision to proceed to the Analysis, Design &

Development Phase

Resources can begin the planned work

Determination of artifacts required, participants

required and/or action items for next phase Meeting minutes with decisions made

Gate Review Approval Document

If Planning Rejected:

If project cancelled, proceed to Closing Phase Address planning issues and re-review

Meeting minutes with decisions made

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Activities

Baseline BusinessRequirements

Acquire Project Team

Create Project DefinitionDocument

Develop WBS - Schedule

Develop CommunicationsPlan

Obtain Signed Contract(s)

PlanGate

Planning Analysis,Design &Development

Testing &Readiness

Post GoLive

ClosingProposalIdea

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Project Monitoring & ControllingProject Management Life Cycle

Monitoring & Controlling

Triple

Constraints

Planning Analysis,Design &Development

Testing &Readiness

Post GoLive

ClosingProposalIdea

Schedule / Resource Management

Monitoring activities & variationfrom dates

Adding and updating action items

Document Management

Change Management

Documenting & facilitatingchange requests

Guarding scope throughdisciplined change

management

Stakeholder Management

Status Reporting

Communications

Risk Management

Risk register

Status reporting

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Change Management FAQsProject Management Life Cycle

Monitoring & Controlling

TripleConstraints

Planning Analysis,Design &Development

Testing &Readiness

Post GoLive

ClosingProposalIdea

What change requests will go through process?- Schedule - Anything impacting committed deliverable dates.

- Costs - Anything increasing resources required.

- Scope/Quality - Any requested change in the requirements.

Who approves changes?

- The project owner can approve a change, if impact not significant.

- The Change Review Board has ultimate authority.

- In PMLC, the Gate Reviewers could be the Change Reviewers.

Where is this documented?

- The plan, including the Change Reviewers, can be documented in PDDor separate Change Management Plan.

- Change requests should be documented in a running log.

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Activities

Create Test Plan &Procedures

Create Deployment Plan Complete System and / or

Process Development

Complete RequirementsTraceability Matrix

Develop Service LevelAgreement

Update Project Schedule

Yes

No

Close or delay theproject,

Complete opendevelopment items

Input

Gate Review

Project Manager

Author ize tobegin

Testing?

DevGate

Planning Analysis,Design &Development

Testing &Readiness

Post GoLive

ClosingProposalIdea

Analysis, Design & Development Phase - ProcessProject Management Life Cycle

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Test Plan - Describesmethodology and coordination of

testing

Test Procedures - Describe thetest scenarios and test cases to

be executed as part of testing

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Planning Analysis,Design &Development

Testing &Readiness

Post GoLive

ClosingProposalIdea

Activities

Create Test Plan &Procedures

Create Deployment Plan

Complete System and / orProcess Development

Complete RequirementsTraceability Matrix

Develop Service Level

Agreement Update Project Schedule

Analysis, Design & Development Phase - ActivitiesProject Management Life Cycle

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System / Process Testing Methodology

- Test the integration of the development

- Ensure development against Functional

Specifications

User Acceptance Testing Methodology

- Engages the users in testing the solution

- Ensure development against BusinessRequirements

Regression Testing Methodology

- Re-tests the solution after fixing

- Ensure nothing else was broken throughfixing

Activities

Create Test Plan &Procedures

Create Deployment Plan

Complete System and / orProcess Development

Complete RequirementsTraceability Matrix

Develop Service Level

Agreement Update Project Schedule

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Planning Analysis,Design &Development

Testing &Readiness

Post GoLive

ClosingProposalIdea

Test Plan

Analysis, Design & Development Phase - ActivitiesProject Management Life Cycle

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Test Procedures / Cases

Planning Analysis,Design &Development

Testing &Readiness

Post GoLive

ClosingProposalIdea

Analysis, Design & Development Phase - ActivitiesProject Management Life Cycle

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Overall plan to deliver solution

Cutover plan

Back out plan

Site preparation

Transition support

Training

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Planning Analysis,Design &Development

Testing &Readiness

Post GoLive

ClosingProposalIdea

Activities

Create Test Plan &Procedures

Create Deployment Plan

Complete System and / orProcess Development

Complete RequirementsTraceability Matrix

Develop Service Level

Agreement Update Project Schedule

Analysis, Design & Development Phase - ActivitiesProject Management Life Cycle

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Planning Analysis,Design &Development

Testing &Readiness

Post GoLive

ClosingProposalIdea

Activities

Create Test Plan &Procedures

Create Deployment Plan

Complete System and / orProcess Development

Complete RequirementsTraceability Matrix

Develop Service Level

Agreement Update Project Schedule

Analysis, Design & Development Phase - ActivitiesProject Management Life Cycle

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Planning Analysis,Design &Development

Testing &Readiness

Post GoLive

ClosingProposalIdea

Activities

Create Test Plan &Procedures

Create Deployment Plan

Complete System and /or Process Development

Complete RequirementsTraceability Matrix

Develop Service Level

Agreement Update Project Schedule

Analysis, Design & Development Phase - ActivitiesProject Management Life Cycle

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Business Requirements Functional Specification Test Cases

Page 31

BR3.1 Adjustable slots capable of toastingboth bread and bagels

FS98.1.2 Toaster slots expand between 1and 2

FS98.2.5 Tension mechanism will holdtoaster slots together in order to securecontents during toasting

TC131.9 - Placing toast & bagel into toasterslots. Verify slot size & tension

TO

TO

Planning Analysis,Design &Development

Testing &Readiness

Post GoLive

ClosingProposalIdea

Activities

Create Test Plan &Procedures

Create Deployment Plan

Complete System and / orProcess Development

Complete RequirementsTraceabil ity Matrix

Develop Service Level

Agreement Update Project Schedule

Analysis, Design & Development Phase - ActivitiesProject Management Life Cycle

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PlanningAnalysis,Design &

Development

Testing &Readiness

Post GoLive

ClosingProposalIdea

1 Business Requirement

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Analysis, Design & Development Phase - ActivitiesProject Management Life Cycle

1 Business RequirementBecomes

2 Functional Requirements

1 Business RequirementBecomes

2 Functional RequirementsBecomes

5 Test Cases

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Describes agreements betweencustomer and provider

General support agreement

Hardware support agreements

Hardware performance

agreement Disaster recovery agreement

Analysis, Design & Development Phase - ActivitiesProject Management Life Cycle

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PlanningAnalysis,Design &

Development

Testing &Readiness

Post GoLive

ClosingProposalIdea

Activities

Create Test Plan &Procedures

Create Deployment Plan

Complete System and / orProcess Development

Complete RequirementsTraceability Matrix

Develop Service Level

Agreement Update Project Schedule

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If Development Approved:

Decision to proceed to the Testing & ReadinessPhase

Determination of artifacts required, participantsrequired and/or action items for next phase

Meeting minutes with decisions made

Gate Review Approval Document

If Development Rejected:

If project cancelled, proceed to Closing Phase Address development issues and re-review

Meeting minutes with decisions made

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Activities

Create Test Plan &Procedures

Create Deployment Plan

Complete System and / orProcess Development

Complete RequirementsTraceability Matrix

Develop Service Level

Agreement Update Project Schedule

DevGate

PlanningAnalysis,Design &

Development

Testing &Readiness

Post GoLive

ClosingProposalIdea

Analysis, Design & Development Phase Gate ReviewProject Management Life Cycle

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Analysis,Design , Development,Testing & Readiness

Page 35

PMLC LiteProject Management Life Cycle

PMLC Lite

Can be iterative development & test

PlanningPost Go

LiveClosingProposalIdea

~With Executive Sponsor Approval~

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Testing & Readiness Phase - ProcessProject Management Life Cycle

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Activities

Execute Test Plan &

Procedures

Compile Test Results

Track Issues to Resolution

Begin Execution ofDeployment Plan

Update Project Schedule

Yes

No

Close or delaythe project,

Complete openissues

Input

Gate Review

Project Manager

GOLIVE?

GOLIVE

PlanningAnalysis,Design &

Development

Testing &Readiness

Post GoLive

ClosingProposalIdea

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Ensuring SystemReady for Test

UAT Coordination

Facilitation /Monitoring of

Testing Efforts

Gathering ofTesting Results

Activities

Execute Test Plan &

Procedures

Compile Test Results

Track Issues to Resolution

Begin Execution ofDeployment Plan

Update Project Schedule

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Testing & Readiness Phase - ProcessProject Management Life Cycle

PlanningAnalysis,Design &

Development

Testing &Readiness

Post GoLive

ClosingProposalIdea

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Activities

Execute Test Plan &

Procedures

Compile Test Results

Track Issues to Resolution

Begin Execution ofDeployment Plan

Update Project Schedule

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Testing & Readiness Phase - ProcessProject Management Life Cycle

PlanningAnalysis,Design &

Development

Testing &Readiness

Post GoLive

ClosingProposalIdea

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Activities

Execute Test Plan &

Procedures

Compile Test Results

Track Issues to Resolution

Begin Execution ofDeployment Plan

Update Project Schedule

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Testing & Readiness Phase - ProcessProject Management Life Cycle

PlanningAnalysis,Design &

Development

Testing &Readiness

Post GoLive

ClosingProposalIdea

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Testing & Readiness Phase - ProcessProject Management Life Cycle

PlanningAnalysis,Design &

Development

Testing &Readiness

Post GoLive

ClosingProposalIdea

Activities

Execute Test Plan &

Procedures

Compile Test Results

Track Issues to Resolution

Begin Execution ofDeployment Plan

Update Project Schedule

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Have essential support and userpersonnel been trained?

Is site / hardware / software

ready for Go Live?

Have we communicated thepending changes tostakeholders?

Do we have a cutover and backout plan?

Activities

Execute Test Plan &

Procedures

Compile Test Results

Track Issues to Resolution

Begin Execution o fDeployment Plan

Update Project Schedule

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Testing & Readiness Phase - ProcessProject Management Life Cycle

PlanningAnalysis,Design &

Development

Testing &Readiness

Post GoLive

ClosingProposalIdea

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Activities

Execute Test Plan &

Procedures

Compile Test Results

Track Issues to Resolution

Begin Execution o fDeployment Plan

Update Project Schedule

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Testing & Readiness Phase - ProcessProject Management Life Cycle

PlanningAnalysis,Design &

Development

Testing &Readiness

Post GoLive

ClosingProposalIdea

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Testing & Readiness Phase Gate ReviewProject Management Life Cycle

If Testing & Readiness Approved:

Decision to GO LIVE with solution.

Determination of artifacts required, participantsrequired and/or action items for next phase

Meeting minutes with decisions made Gate Review Approval Document

If Testing & Readiness Rejected:

If project cancelled, proceed to Closing Phase

Address open issues and re-review

Meeting minutes with decisions made

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GOLIVE

PlanningAnalysis,Design &

Development

Testing &Readiness

Post GoLive

ClosingProposalIdea

Activities

Execute Test Plan &

Procedures

Compile Test Results

Track Issues to Resolution

Begin Execution ofDeployment Plan

Update Project Schedule

P t G Li Ph P

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Post Go Live Phase - ProcessProject Management Life Cycle

Page 44

Activities

Monitor Post Go LiveActivity

Complete DeploymentActions

Prepare Transition Plan

Yes

No

Resolve open Issues

Input

Gate Review

Project Manager

Move toClose

Project?

PostGate

PlanningAnalysis,Design &

DevelopmentTesting &Readiness

Post GoLive

ClosingProposalIdea

P t G Li Ph P

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Activities

Monitor Post Go LiveActiv ity

Complete DeploymentActions

Prepare Transition Plan

PlanningAnalysis,Design &

DevelopmentTesting &Readiness

Post GoLive

ClosingProposalIdea

Post Go Live Phase - ProcessProject Management Life Cycle

Provide support after system /process changes deployed

Document, track and monitorissues and resolutions

Escalate as necessary

P t G Li Ph P

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Activities

Monitor Post Go LiveActivity

Complete DeploymentActions

Prepare Transition Plan

Planning

Analysis,

Design &Development

Testing &Readiness

Post GoLive

ClosingProposalIdea

Post Go Live Phase - ProcessProject Management Life Cycle

Complete user andadministrator training

Ensure all user andadministrator documentationis complete and accessible

Close any issues remainingfrom Go Live

P t G Li Ph P

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Activities

Monitor Post Go LiveActivity

Complete DeploymentActions

Prepare Transit ion Plan

Planning

Analysis,

Design &Development

Testing &Readiness

Post GoLive

ClosingProposalIdea

Post Go Live Phase - ProcessProject Management Life Cycle

P t G Li Ph G t R i

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Post Go Live Phase Gate ReviewProject Management Life Cycle

If Decision to Move to Closing Approved:

Project Transition Plan approved, projectmoves to closing phase

Determination of artifacts required,participants required and/or action items fornext phase

Meeting minutes with decisions made

If Decision to Move to Closing Rejected:

Address deployment issues and re-review

Meeting minutes with decisions made

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Activities

Monitor Post Go LiveActivity

Complete DeploymentActions

Prepare Transition Plan

PostGate

Planning

Analysis,

Design &Development

Testing &Readiness

Post GoLive

ClosingProposalIdea

PMLC Lit

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Post Go Live & ClosingAnalysis,Design &

Development

Testing &Readiness

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PMLC LiteProject Management Life Cycle

PMLC Lite

Move to closing afterGo Live.

PlanningProposalIdea

~With Executive Sponsor Approval~

Cl i Ph P

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Closing Phase - ProcessProject Management Life Cycle

Page 50

Activities

System/Process SupportHanded to Operations

Project Lessons Learned

Project Financial Review

Archive Project Artifacts

Yes

No

Resolve open Issues

Input

Gate Review

Project Manager

CloseProject?

Planning

Analysis,

Design &Development

Testing &Readiness

Post GoLive

ClosingProposalIdea

CloseGate

Cl i Ph P

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Planning

Analysis,

Design &Development

Testing &Readiness Post GoLiveClosingProposalIdea

Closing Phase - ProcessProject Management Life Cycle

Activities

System/Process SupportHanded to Operations

Project Lessons Learned

Project Financial Review

Archive Project Artifacts

Transition process / systemsupport to operation group

Hand off open project issues

Notify stakeholders of thetransition

Closing Phase Process

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Planning

Analysis,

Design &Development

Testing &Readiness Post GoLive ClosingProposalIdea

Closing Phase - ProcessProject Management Life Cycle

Activities

System/Process SupportHanded to Operations

Project Lessons Learned

Project Financial Review

Archive Project Artifacts Facilitate Project Team &

Stakeholder Meeting

Document lessons learned byproject phase

Closing Phase Process

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Planning

Analysis,

Design &Development

Testing &Readiness Post GoLive ClosingProposalIdea

Closing Phase - ProcessProject Management Life Cycle

Activities

System/Process SupportHanded to Operations

Project Lessons Learned

Project Financial Review

Archive Project Artifacts Compare initial project budget

with actual expenditures

Assess benefits achieved

$

Closing Phase Process

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Planning

Analysis,

Design &Development

Testing &Readiness Post GoLive ClosingProposalIdea

Closing Phase - ProcessProject Management Life Cycle

Activities

System/Process SupportHanded to Operations

Project Lessons Learned

Project Financial Review

Archive Project Ar tifacts

Organize and file all projectartifacts

Communicate archiving

location to stakeholders

Closing Phase Process

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Activities

System/Process SupportHanded to Operations

Project Lessons Learned

Project Financial Review

Archive Project Artifacts

If Decision to Close Project Approved:

Close the project

Meeting minutes with decisions made

If Decision to Close Project Rejected:

Address open issues and re-review

Meeting minutes with decisions made

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Planning

Analysis,

Design &Development

Testing &Readiness Post GoLive ClosingProposalIdea

CloseGate

Closing Phase - ProcessProject Management Life Cycle

Project Closed

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Project ClosedProject Management Life Cycle

PlanningAnalysis,Design &

Development

Testing &Readiness

Post GoLive

ClosingProposalIdea