Project Methodology & Tollgate Guidelines
Methodology
Type
•Standard
•Lite
•Express
ct Methodology & Tollgate Guidelines
Criteria
•Enterprise/Transformation/Cross Functional
•New Technology/Major Change to Reference Architecture
•New/Major change/deviation to existing applications/ standards/support model
•New system or system interface
•Large number of users impacted
•New system or system interface
•Regulatory Compliance Scope
•Physical Move (new/change of location)
•New Vendor
•POC /Pilot required
•Regulatory Compliance Scope
•Significant change /impact End Users
•Minor Change/deviation to existing applications/ standards//support model
•Open Source Minor Change
•Minor system or system interface
•Minor Enhancements
•Minor User Impact (limited number of users / impact)
•Physical move within 1 location with minor impact
•Change /or further use or capability of the existing application to End User
•Greater than 10 users with minor impact
•Requires change control
•Cross Functional Service Request (requires change or funding)
•Software subscription
Required Tollgate
Phases Solution Type
•Discover •Configuration of off the shelf solution/workflow
•Plan/Define •Business owned solution integration
•Build/Test •Department Startup/Buildout
•Deploy
•Close
•Discover •Configuration of off the shelf solution/workflow
•Deploy •Vendor configuration
•Close •Business owned solution integration
•Department Startup/Buildout
•Discover •Cloud based solution/deployment
•Close
Definition and Instructions for lines on the 4-up Status Report
Field
Project Type
Milestones
Project Competion %
Issue/Risk
Key Decisions/Assumptions
Project Change Request
Status
Final Step
d Instructions for lines on the 4-up Status Report
Description
Types of Projects:
-Evaluate New Solution/Technologies (Innovation requests, proof of concept, “what-if” scenarios)
-Integrate / deploy solution selected by business stakeholder
-Develop/Deploy Non Standard Technologies
-Develop/Deploy Existing Solutions with major enhancements or changes, new features/functions
-IT internal Improvements
Insert critical path milestones for current phase and next phase
Overall % Complete
Must have risk/issue associated with any red/yellow milestones
Key decisions aligned w/dependencies as required
Project Change Requests (i.e. scope, requirements, schedule, budget)
C - Complete
G - On Track
Y - At Risk
R - Delayed
After the Report is complete copy it and Past it to a PowerPoint slide and size appropriately. Then submit the
slide to the appropriate Program Manager.
Title: Free 500 PM TEMPLATES
IT PM: Project Completion %: 100
Business Unit: IT Deliverable Status: ● Approved Budget
IT Service Line:
CRM Focal Point: Financial Status: ● $0.00
Actual Start Date:
Overall Planned Finish: Milestone Status ●
Overall Baseline Finish: Staffing Plan / Named Resource Compl
Tracking Category: Integration Project
Project Type: Express Program
Milestone Name / #
Description Impacted R/I
Enhancement of Moderinzing Medicine interface t
Key Decisions Needed / Assumption
Task # Milestone Owner Baseline Forecast / Plan % Comp Status
Plan
1
Scope enhancement request with vendor and client
100 C
2
Design and build
100 C
3
Testing
100 G
4 Change Request Name No.
Go TBD (when lab and client are satisfied that interface is functioning
as expected)
G
Current Week Accomplishments
Upcoming Week Activities (Planne
Overall Status ● IT Status
●
pletion %: 100
Spent $ Forecast $ Variance $ Budget Req #
$0.00 $0.00 $0.00 <#>
med Resource Complete % Project Time Tracking Compliance (100%) %
Issue / Risk Description
Owner Due Date
eeded / Assumptions Owner Due Date
Plan
Description Status Date
Accomplishments & Planned Activities
Accomplishments
k Activities (Planned) testing
