Page History

Initiation  Meeting

IS&T project team and Associate Director

Review business case and ensure internal alignment.

Before project start date

Meeting

Project Kick Off

Sponsor, Business Owner, project team and stakeholders

Communicate plans and stakeholder roles/responsibilities. Outline roadmap of project. Encourage communication among stakeholders.

At or near project start date

Meeting (see Project Kick Off Checklist)

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 the 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 requests 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 update 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