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Project Management Methodology Step-By-Step
This document outlines a series of activities that will guide you through managing a project using the Project Management Methodology
Page 1 of 8 CCS PMM 2.0
Initiation Phase
Project Idea
Project Definition
Charter Approval
Project Activity
Notes
Deliverable
Tool/Template
Project Management
Office (PMO) Actions
I1
Initiate the Project
(Project Proposal)
The objective of the Project Proposal is to provide
management with the information necessary to
determine if the initiative has merit. Projects can be
initiated in the following ways:
1. For CIO Projects – any member of CCS may
submit a Proposal for an initiative. Proposals are
reviewed and approved by the CIO and CCS
Management.
2. For ISSC Projects – Carleton business units
submit Proposals to the Chair of ISSC
(Information Systems Steering Committee). This
takes place as part of the annual budgeting
process and makes up the portfolio of projects for
the fiscal year. ISSC reviews the Proposals
for prioritization, ranking, and approval to
submit a Project Charter.
- Project
Proposal
- Approval to
proceed with
defining the
project
- Project
Sponsor
identified
- Project
Managers
assigned
- Project Proposal
Template
- What is a
Project?
- What is a
ProjectLite?
- Budget
Estimation
Worksheet
- Review Proposal for
completeness
- Add Proposal
information to Eclipse
- Arrange
Prioritization/Ranking
Meeting
- File Proposal in Project
Repository
- Link approved Proposal
to Eclipse
I2
Define the Project
(Project Charter)
- Refer to the guidelines outlined in Italics in the
Project Charter template.
- Review Lessons Learned and other historical data
from similar projects.
- Solicit input from key Stakeholders including
departmental Subject Matter Experts (SMEs).
- Charter approval date is the “Start Date” of a
project.
Project Charter
- Project Charter
template
- Lessons Learned
- Budget
Estimation
Worksheet
- Project Team
Roles Definition
- Standards &
Guidelines:
Project Risks