Page History

Team Meetings

Entire project team. Individual meetings for sub-teams, technical team, and functional teams as appropriate.

To review detailed plans (tasks, assignments, and action items).

Regularly scheduled. Weekly is recommended for entire team. Weekly or bi-weekly for sub-teams as appropriate. If agile project, then daily scrums.

Meeting and Minutes (Weekly Project Status Report Template)

Phase Transition Walk Throughs

Entire project team and user groups as appropriate.

To review work completed and demo deliverables prior to moving to next phase.

End of each project phase, as needed.

Presentation/Discussion

Steering Committee Meetings (may only apply to larger projects)

Steering Committee and Project Manager.

Update Steering Committee on status and discuss critical issues. Work through issues and change requestss here before escalating to Sponsor(s).

Regularly Scheduled. Monthly is recommended.

Meeting and minutes

Sponsor Meetings

Sponsor(s) and Project Manager.

Update Sponsor(s) on status and discuss critical issues. Seek approval for changes to project plan.

Regularly scheduled. Recommended monthly and also as needed when issues cannot be resolved, decisions need to be reached, or changes need to be made to project plan.

Meeting (see Sponsor Status Report Template)

IS&T Project Reviews

IS&T extended senior staff and project supporters

Review project snapshot and overall health of the project. To identify and communicate potential risks and issues that may affect the schedule, budget, or deliverables

Quarterly review. Monthly to updae snapshot.

Review Session (see project snapshot report in Daptiv)

Periodic demos and target presentations

Specific focus groups, Help Desk or end users

To gain input and build awareness of the project with special groups and keep groups abreast of project status.

As you complete critical phases or make major enhancements.

Presentation/Discussion

Training

End users, Help Desk

To prepare end users to utilize the system on roll out or during a pilot. To prepare help desk to be able to troubleshoot issues on rollout or during a pilot.

End of project or end of major phase.

Demos, workshops, hands-on, e-learning

Post Project Review

Project Manager, key stakeholders, project supporters and sponsor(s).

Identify improment plans, lessons learned, what worked and what could have gone better. Review accomplishments.

Enof of project or end of major phase.

Meeting/Report