Program Manager Project Documentation Checklist This checklist is used by Program Managers to select the items PMO Support should see when auditing their Project Manager’s project. Each phase should have items checked. If it is checked in one phase, then it should be checked across the other phases. Project Managers Required Documents Initiation Planning Execution Ready for Audit High Level Plan Business Case Business Case Business Case Business Case Communication Plan Communication Plan Communication Plan Deliverable Sign-off Document Deliverable Sign-off Document Deliverable Sign-Off Document Detail Level Plan Detail Level Plan Detail Level Plan Project Charter Project Charter Project Charter Risk Management Plan Cost Benefit Analysis (CBA) Training Plan Sign-Off Cost Benefit Analysis (CBA) Vendor Evaluation Form Cost Benefit Analysis (CBA) Required: Required: Required: Required: Initiation Request Form Initiation Request Form Risk Management Plan Test Plans/Scenarios & UAT Acceptance Signoff Scope Statement Scope Statement Initiation Request Form Risk Management Plan Notes If blank, default is Weekly Notes If blank, default is Weekly Scope Statement Initiation Request Form – – Status Reports If blank, default is Weekly Status Reports If blank, default is Weekly Notes If blank, default is Weekly Scope Statement – – – Time & Labor Burn down If blank, default Status Reports If blank, default is Weekly Lesson Learned – – is Bi-Weekly Meeting Agenda WBS/Waterfall or Story Time & Labor Burn down If blank, default Time & Labor Burn down If – – – Writing Workshop/Agile is Bi-Weekly blank, default is Bi-Weekly Business Analyst Required Documents – Documents will be Audited in Next Phase Initiation Planning Execution Ready for Audit Analysis Management Plan Analysis Management Plan Analysis Management Plan Requirements Document Requirements Document Test Plan Document Test Plan Document Process Design Document Process Design Document Test Scripts Document ** Complete this checklist and attach to the project in the PPM Tool at the beginning of the project. Comments:
Program Manager Project Documentation Checklist This checklist is used by Program Managers to select the items PMO Support should see when auditing their Project Manager’s project. Each phase should have items checked. If it is checked in one phase, then it should be checked across the other phases. Project Managers Required Documents Initiation Planning Execution Ready for Audit High Level Plan Business Case Business Case Business Case Business Case Communication Plan Communication Plan Communication Plan Deliverable Sign-off Document Deliverable Sign-off Document Deliverable Sign-Off Document Detail Level Plan Detail Level Plan Detail Level Plan Project Charter Project Charter Project Charter Risk Management Plan Cost Benefit Analysis (CBA) Training Plan Sign-Off Cost Benefit Analysis (CBA) Vendor Evaluation Form Cost Benefit Analysis (CBA) Required: Required: Required: Required: Initiation Request Form Initiation Request Form Risk Management Plan Test Plans/Scenarios & UAT Acceptance Signoff Scope Statement Scope Statement Initiation Request Form Risk Management Plan Notes – If blank, default is Weekly Notes – If blank, default is Weekly Scope Statement Initiation Request Form Status Reports – If blank, default is Weekly Status Reports – If blank, default is Weekly Notes – If blank, default is Weekly Scope Statement Time & Labor Burn down – If blank, default is Bi-Weekly Status Reports – If blank, default is Weekly Lesson Learned Meeting Agenda – WBS/Waterfall or Story Writing Workshop/Agile Time & Labor Burn down – If blank, default is Bi-Weekly Time & Labor Burn down – If blank, default is Bi-Weekly Business Analyst Required Documents – Documents will be Audited in Next Phase Initiation Planning Execution Ready for Audit Analysis Management Plan Analysis Management Plan Analysis Management Plan Requirements Document Requirements Document Test Plan Document Test Plan Document Process Design Document Process Design Document Test Scripts Document ** Complete this checklist and attach to the project in the PPM Tool at the beginning of the project. Comments:
PGM_Documentation_Checklist.docx