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Discovery/Concept Phase
Business case is created
Initiation Phase
Creating the preliminary scope statement
Initiation Phase
Creating the project charter
Initiation Phase
Identifying and assessing stakeholders
Initiation Phase
Developing a responsibility assignment matrix (RAM)
Initiation Phase
Establishing accepted communication channels
Initiation Phase
Developing a records management plan
Initiation Phase
Defining access requirements
Initiation Phase
Reviewing existing artifacts
Initiation Phase
Determining solution design
Initiation Phase
Conducting the project kickoff
Planning Phase
Develop a detailed project scope statement
Planning Phase
Develop a project schedule
Planning Phase
Determine budget considerations
Planning Phase
Develop a quality assurance plan
Planning Phase
Assess and assign project resources
Planning Phase
Perform an initial risk assessment
Planning Phase
Assess and assign project resources
Planning Phase
Perform an initial risk assessment
Planning Phase
Assess the resource pool and assign project resources
Planning Phase
Develop a project management plan
Planning Phase
Train project team members
Planning Phase
Define units of work
Planning Phase
Develop a transition plan/release plan
Executing Phase
Producing and verifying deliverables
Executing Phase
Implementing change management
Executing Phase
Managing vendors
Executing Phase
Tracking and reporting project results
Executing Phase
Updating project elements such as budget, risk, and timelines
Executing Phase
Managing conflict
Executing Phase
Monitoring the risks and issues log
Executing Phase
Performing quality assurance/governance activities such as coordinating phase gate reviews
Executing Phase
Monitoring the budget
Executing Phase
Conducting project meetings and updates
Closing Phase
Validating deliverables
Closing Phase
Closing contracts
Closing Phase
Removing access
Closing Phase
Releasing resources
Closing Phase
Holding the project closure meeting
Closing Phase
Writing the project closeout report
Closing Phase
Obtaining feedback and lesson learned
Closing Phase
Project sign-off
Closing Phase
Handing off the product to the organization
Closing Phase
Evaluating the project
Closing Phase
Archiving project documents
Closing Phase
Rewards and celebration
Discovery Document
Business case
Business case
Justification for the project
Initiating Document
Preliminary scope statement
Preliminary scope statement
Project objectives are defined; business problem the project will address is stated
Initiating Document
Project charter
Project charter
Authorizes the work to begin
Initiating Document
Responsibility assignment matrix (RAM)
RAM
Defines stakeholder responsibilities. Incorporates the use of a RACI chart
Planning Document
Communication plan
Communication plan
Documents the types of information needs the stakeholders have, when the information should be distributed, and how the information will be delivered
Planning Document
Project schedule
Project schedule
Determines the start and finish dates for project activities and assigns resources to the activities
Planning Document
Scope statement
Scope statement
Documents the product description, key deliverables, success and acceptance criteria, key performance indicators, exclusions, assumptions, and constraints
Planning Document
Project management plan
Project management plan
Consists of all the project planning documents such as charter, scope statement, schedule, and more
Executing Document
Issue log
Issue log
A list of issues, containing list numbers, descriptions, and owners
Executing Document
Change log
Change log
Describes change requests and their disposition for the project
Executing Document
Risk register
Risk register
A list of risks and their descriptions
Executing Document
Status report
Status report
A report to stakeholders on the status of the project deliverables, schedule, risks, issues, and more
Executing Document
Dashboard information
Dashboard information
An electronic reporting tool that lets users choose elements of the project to monitor project health and status
Executing Document
Meeting agenda/meeting minutes
Meeting agenda/meeting minutes
Meeting agendas describe the items to be discussed and addressed at upcoming meetings, and minutes recap what was discussed and the decisions made at the meeting
Closing Document
Project closeout report
Project closeout report
Reports on the final closeout of all phases of the project