Emyln Smith -ID

SchoolsOnline Project Management

Project Framework Overview: Phase Selection &

Sign-of
Project Name:
Project Name

Requesting Department or School

Designing Learning Objective for Primary Learners

SchoolsOnline

Project Manager:
Name

Title/Department

Scott Allen

Project Manager

Authorized Approvers:
Name

Title/Department

SchoolsOnline

Director

Scott Allen

PM

Jeff parker

Multimedia designer

Penny Johnson

Academic Writer/ID

Tracy Ward

Academic Writer / ID

Phase and Document Selection

CHEC
K
(USIN
G)

Responsible
PHASE

DOCUMENT/TEMPLATE

COMME
NTS

01_Intake &
Prioritization

Project Request Form

Scott

02_ Inception

Getting Started

02_ Inception

Project Prioritization Scoring

Worksheet

Scott, Jeff, Penny,

02_ Inception

High-Level Technical Design

Template

Jeff

02_Inception

Budget Estimate

Scott

03_Project Charter

Project Charter Template

04_Project Kick-off

Kick-off Planning Template

04_Project Kick-off

Sample Project Timeline

05_Requirements &
Design

Reporting Requirements Template

06_Planning

Planning Process Guidelines

06_Planning

Sample Project Plan Template

06_Planning

Security and Risk Plan

06_Planning

Master Test Plan

Scott, Jeff, Penny,

Tracy

Tracy

Scott, Jeff, Penny,

Tracy
Scott, Jeff, Penny,
Tracy
Scott, Jeff, Penny,
Tracy
Scott
Scott, Jeff, Penny,
Tracy
Scott, Jeff, Penny,
Tracy
Scott
Scott, Jeff, Penny,
Tracy

06_Planning

Change Control Plan

Scott/ SchoolsOnline

06_Planning

Transition Plan

Scott
Scott, Jeff, Penny,

06_Planning

Support Services Plan

06_Planning

Budget Plan

07_Execution

Issue Management Template

Scott

07_Execution

Status Report Template

Scott

08_Testing

Test Strategy

08_Testing

Performance Test Strategy

08_Testing

Test Issue Tracking Guidelines

08_Testing

Test Issue Tracking Template

09_Training

Sample Training Evaluation

09_Training

Training Preparation Checklist

Scott

10_Deployment

Deployment Sign-off Template

Scott

10_Deployment

SLA Template

Scott

11_PostImplemtnation

Evaluation and Lessons Learned

12_Change Control

Change Request & Signoff Form

Scott

12_Change Control

Sample Change Request Log

Scott

Tracy
Scott, Jeff, Penny,
Tracy

Scott, Jeff, Penny,

Tracy
Scott, Jeff, Penny,
Tracy
Scott, Jeff, Penny,
Tracy
Scott, Jeff, Penny,
Tracy
Scott, Jeff, Penny,
Tracy

Scott, Jeff, Penny,

Tracy

Review and Approval

Name of Reviewer/Approver:
Scott Allen, Jeff Parker, Penny Johnson, Tracy Ward and SchoolsOnline

Signature of Reviewer/Approver:
Scott Allen, Jeff Parker, Penny Johnson, Tracy Ward and SchoolsOnline

Date Approved:

Saturday February 20, 2016

Phase Completion Approval and Sign-off

Project
Phase
Intake &
Prioritization

Approval
Approved

Sign-off
Print Name: Scott Allen, Jeff Parker, Penny Johnson,
Tracy Ward and SchoolsOnline

Date
1/1/16

Signature: Scott Allen, Jeff Parker, Penny Johnson,

Tracy Ward and SchoolsOnline

Inception

Approved

Print Name: Scott Allen, Jeff Parker, Penny Johnson,

Tracy Ward and SchoolsOnline

1/15/16

Signature: Scott Allen, Jeff Parker, Penny Johnson,

Tracy Ward and SchoolsOnline

Project Charter

Approved

Print Name: Scott Allen, Jeff Parker, Penny Johnson,

Tracy Ward and SchoolsOnline

1/20/16

Signature: Scott Allen, Jeff Parker, Penny Johnson,

Tracy Ward and SchoolsOnline
Project Kick-off

Approved

Print Name: Scott Allen, Jeff Parker, Penny Johnson,

Tracy Ward and SchoolsOnline

1/30/16

Signature: Scott Allen, Jeff Parker, Penny Johnson,

Tracy Ward and SchoolsOnline
Requirements &
Design

Approved

Print Name: Scott Allen, Jeff Parker, Penny Johnson,

Tracy Ward and SchoolsOnline

2/2/16

Signature: Scott Allen, Jeff Parker, Penny Johnson,

Tracy Ward and SchoolsOnline
Planning

Approved

Print Name: Scott Allen, Jeff Parker, Penny Johnson,

Tracy Ward and SchoolsOnline
Signature: Scott Allen, Jeff Parker, Penny Johnson,
Tracy Ward and SchoolsOnline

2/10/16

Approved

Execution

Print Name: Scott Allen, Jeff Parker, Penny Johnson,

Tracy Ward and SchoolsOnline

2/12/16

Signature: Scott Allen, Jeff Parker, Penny Johnson,

Tracy Ward and SchoolsOnline
Approved

Testing

Print Name: Scott Allen, Jeff Parker, Penny Johnson,

Tracy Ward and SchoolsOnline

2/15/16

Signature: Scott Allen, Jeff Parker, Penny Johnson,

Tracy Ward and SchoolsOnline
Approved

Training

Print Name: Scott Allen, Jeff Parker, Penny Johnson,

Tracy Ward and SchoolsOnline

2/18/16

Signature: Scott Allen, Jeff Parker, Penny Johnson,

Tracy Ward and SchoolsOnline
Deployment

Approved

Print Name: Scott Allen, Jeff Parker, Penny Johnson,

Tracy Ward and SchoolsOnline

2/20/16

Signature: Scott Allen, Jeff Parker, Penny Johnson,

Tracy Ward and SchoolsOnline
Postimplementation

Approved

Print Name: Scott Allen, Jeff Parker, Penny Johnson,

Tracy Ward and SchoolsOnline

2/20/16

Signature: : Scott Allen, Jeff Parker, Penny Johnson,

Tracy Ward and SchoolsOnline
Change Control

Approved

Print Name: Scott Allen, Jeff Parker, Penny Johnson,

Tracy Ward and SchoolsOnline

2/16/16

Signature: Scott Allen, Jeff Parker, Penny Johnson,

Tracy Ward and SchoolsOnline

Document Tracking
Dat
e
1/1/16

Action Taken
Intake & Prioritization

By Whom
Scott Allen, Jeff Parker, Penny Johnson, Tracy Ward and
SchoolsOnline

1/15/16

1/20/16

1/30/16

2/2/16

2/10/16

2/12/16

2/15/16

2/18/16

2/20/16

2/20/16

Inception

Scott Allen, Jeff Parker, Penny Johnson, Tracy Ward and

SchoolsOnline

Project Charter

Scott Allen, Jeff Parker, Penny Johnson, Tracy Ward and

SchoolsOnline

Project Kick-off

Scott Allen, Jeff Parker, Penny Johnson, Tracy Ward and

SchoolsOnline

Requirements & Design Scott Allen, Jeff Parker, Penny Johnson, Tracy Ward and
SchoolsOnline
Planning

Scott Allen, Jeff Parker, Penny Johnson, Tracy Ward and

SchoolsOnline

Execution

Scott Allen, Jeff Parker, Penny Johnson, Tracy Ward and

SchoolsOnline

Testing

Scott Allen, Jeff Parker, Penny Johnson, Tracy Ward and

SchoolsOnline

Deployment

Scott Allen, Jeff Parker, Penny Johnson, Tracy Ward and

SchoolsOnline

Post-implementation

Scott Allen, Jeff Parker, Penny Johnson, Tracy Ward and

SchoolsOnline

Change Control

Scott Allen, Jeff Parker, Penny Johnson, Tracy Ward and

SchoolsOnline

Stakeholders Communication
Audience

Message

(Who)
Planning Committee

(What)
Project Report: Budgets, Technology
requirement and To Do List

Management Committee;

System Overview, Goals, Implementation

Advisory Committee

Scope, risk objective, Timetable for

developmental stages and budgets (rollouts

Project Implementation

user training, reporting) change managemen

Roles, responsibilities; progress report issue
resolutions and strategies.

Departmental Administrators

System overview; phase 1 scope Vs future

phases, goals objectives forms deadlines,

access, rollout & training details; changes to

Student users / Tester

job responsibilities
System overview; phase 1 scope Vs future
phases, goals objectives forms deadlines,
access, rollout & training details. Access,
Rollout & Training details, and FAQ

Resources
Greer, M. (2010). The project management minimalist: Just enough PM to rock your projects! (Laureate
custom ed.). Baltimore: Laureate Education, Inc.

Northwestern University Information Technology Project Framework: NUIT Project Management

Project Framework Overview: Phase Selection & Sign-off