This document outlines a project management framework that includes four phases - Initiate, Plan, Execute, and Close. It describes the key documents, approvals, and stakeholders involved at each stage of a project from initial request through completion and sign-off. Key deliverables include scoping analyses, statements of work, project plans, status reports, and lessons learned documentation. The framework is intended to provide governance and standard processes for managing technology projects.

1. Created By Mark S. Mahre on September 2010
Discovery Architecture Approvals KickOff Configure/Deliver/Handover Sign-Off
Governance
Group(s)
Documents
Minimum
Standards
(Check List)
Reporting
INITIATE PLAN EXECUTE CLOSE
Request
for
Discovery
Engage
EA Resource
Authorization
Workflow
Launch
Procedures
Status
Reporting
Change
Controls
Project
Updates
Completion
Criteria
Project
Charter
Sales
Business Case
Opportunity Profiling
• Technology
• Project Size
• People Resources
• Client Type / Criteria
• Scope (Context, Tasks,
Deliverables & Timeline)
• Project Dependencies
• Project Type (T&M, Support
Contract, etc…)
• Financials
• Risk Assessment
• Client Stakeholder Map
EA
Project Charter
Project
Design
Technical
Case Study
Partner
Facing SOW
Client
Facing SOW
Resource
Planning
System
Updates
Kick-off
Agenda
Project
Status
Report
Design &
Requirements
Implementation
Plan
Testing &
Deployment Plan
Operations
Handover
Approval
Handover All
Documentation to Client
Client Signoff Procedures
Sales Mgt
PS Mgt
Serv Desk PMO
Partner
Engineer
Consultant
Scope
Reconcile
Financials
Resources
Project
SOW
Resource
Pool
EA
Partner
Engineer
SME
Serv Desk
Partner
Engineer
PS MgtSales
Sales Mgt
ConsultantPartner
Serv DESK
Consultant
Sales
Partner
Engineer
Results
PM
Naming
Consultant
SME
Partner
Engineer
PMO
Consultant
SME
Partner
Engineer
PMO
PS Mgt
TITLE
Technology Profiling
• Technology Definition
• Architectural Review
• Operations Review
• Security Requirements
• Data Center Requirements
• Resource Requirements
• Risk/Benefit Definition
• Business Requirements
• Sourcing Requirements
• Corporate/Legal Review
• Migration Strategy
• Inter-Dependencies Mapping
• Process Dependencies
Sales Mgt
PS Mgt
Gate 1
Sign-off
Document
Gate 2
Sign-off
Document
Scoping Analysis
• Create Client Facing SOW
• Create Partner Facing SOW
• Resource Requirements (SC,
Partner, Consultant)
• Business Requirements
• Sourcing Requirements
• Corporate/Legal Review
• Vendor Sourcing (HW/SW)
Management
• Project Team Options
Scope of Work “SOW” Actions
• Finalize Client Facing SOW
• Finalize Partner Facing SOW
• Resource Availability (SC, Partner,
Consultant)
• Corporate/Legal Approvals
• Vendor Sourcing (HW/SW) Pricing
• Project Financials
• Project Team Options
• SOW Approval Workflow Process
• Require Appropriate Signatures
• Schedule Project Start Date
Project Launch Actions
• Technology Validations
• Architectural Validations
• Operations/Security Validations
• Requirements Validations
• Timeline/Milestone Documented
• Data Center Requirements
• Resource Requirements
• Migration Strategy
• Testing Standards (Pilot, UAT,
Performance, Measurements,
System, Application, Integration)
• DR & BCP Strategies
• Operations Handover Plan
Project Execution Actions
• Technology/Application SME Team Meetings
• Operations/Security SME Meetings
• Project Team Meetings
• Project Stakeholder Meetings/Updates
• Status Reporting
• Milestone Tracking
• Resource Tracking
• Migration Planning
• Training Procedures
• Documentation Deliverables
• Testing (Pilot, UAT, Performance, Measurements,
System, Application, Integration)
• Operations Handover & Integration Execution
Closing Analysis
• Decommissioning Procedures
• Business Requirements
Measurements
• Benefits Tracking Analysis
• Client Questionnaire Results
• Project Support Contacts
• Sign-off of Client Facing SOW
• Sign-off of Partner Facing SOW
• Resource Payment Completion
• Financials Analysis
• Lessons Learned Documented
and Stored
• Project Closure Process
System Request
Partner
Facing SOW
Client
Facing SOW
Gate 2
Sign-off
Document
Program Status
Reporting
Project Plan
Updates
Project
Plan
Communi-
cations Plan
Finance
Mgmt
Purchasing
Operations
Sales Forecast Resource Analysis SOW Closure Analysis
Profitability / Time
Analysis
Signed to Start Date
Analysis
Project Invoicing &
Expense Reporting
Project Financials &
Profitability Analysis
CreatedByMarkS.MahreonSeptember2011
PMO
Partner
EA
PMO
Partner
EA
To be used by Corus360
Gate 1
Approvals
Gate 2
Approvals
Gate 3
Approvals
Signatures
Project Management Office (“PMO”) Governance & Framework
Created By Mark S. Mahre on September 2010
Discovery Architecture Approvals KickOff Configure/Deliver/Handover Sign-Off
Governance
Group(s)
Documents
Minimum
Standards
(Check List)
Reporting
INITIATE PLAN EXECUTE CLOSE
Request
for
Discovery
Engage
EA Resource
Authorization
Workflow
Launch
Procedures
Status
Reporting
Change
Controls
Project
Updates
Completion
Criteria
Project
Charter
Sales
Business Case
Opportunity Profiling
• Technology
• Project Size
• People Resources
• Client Type / Criteria
• Scope (Context, Tasks,
Deliverables & Timeline)
• Project Dependencies
• Project Type (T&M, Support
Contract, etc…)
• Financials
• Risk Assessment
• Client Stakeholder Map
EA
Project Charter
Project
Design
Technical
Case Study
Partner
Facing SOW
Client
Facing SOW
Resource
Planning
System
Updates
Kick-off
Agenda
Project
Status
Report
Design &
Requirements
Implementation
Plan
Testing &
Deployment Plan
Operations
Handover
Approval
Handover All
Documentation to Client
Client Signoff Procedures
Sales Mgt
PS Mgt
Serv Desk PMO
Partner
Engineer
Consultant
Scope
Reconcile
Financials
Resources
Project
SOW
Resource
Pool
EA
Partner
Engineer
SME
Serv Desk
Partner
Engineer
PS MgtSales
Sales Mgt
ConsultantPartner
Serv DESK
Consultant
Sales
Partner
Engineer
Results
PM
Naming
Consultant
SME
Partner
Engineer
PMO
Consultant
SME
Partner
Engineer
PMO
PS Mgt
TITLE
Technology Profiling
• Technology Definition
• Architectural Review
• Operations Review
• Security Requirements
• Data Center Requirements
• Resource Requirements
• Risk/Benefit Definition
• Business Requirements
• Sourcing Requirements
• Corporate/Legal Review
• Migration Strategy
• Inter-Dependencies Mapping
• Process Dependencies
Sales Mgt
PS Mgt
Gate 1
Sign-off
Document
Gate 2
Sign-off
Document
Scoping Analysis
• Create Client Facing SOW
• Create Partner Facing SOW
• Resource Requirements (SC,
Partner, Consultant)
• Business Requirements
• Sourcing Requirements
• Corporate/Legal Review
• Vendor Sourcing (HW/SW)
Management
• Project Team Options
Scope of Work “SOW” Actions
• Finalize Client Facing SOW
• Finalize Partner Facing SOW
• Resource Availability (SC, Partner,
Consultant)
• Corporate/Legal Approvals
• Vendor Sourcing (HW/SW) Pricing
• Project Financials
• Project Team Options
• SOW Approval Workflow Process
• Require Appropriate Signatures
• Schedule Project Start Date
Project Launch Actions
• Technology Validations
• Architectural Validations
• Operations/Security Validations
• Requirements Validations
• Timeline/Milestone Documented
• Data Center Requirements
• Resource Requirements
• Migration Strategy
• Testing Standards (Pilot, UAT,
Performance, Measurements,
System, Application, Integration)
• DR & BCP Strategies
• Operations Handover Plan
Project Execution Actions
• Technology/Application SME Team Meetings
• Operations/Security SME Meetings
• Project Team Meetings
• Project Stakeholder Meetings/Updates
• Status Reporting
• Milestone Tracking
• Resource Tracking
• Migration Planning
• Training Procedures
• Documentation Deliverables
• Testing (Pilot, UAT, Performance, Measurements,
System, Application, Integration)
• Operations Handover & Integration Execution
Closing Analysis
• Decommissioning Procedures
• Business Requirements
Measurements
• Benefits Tracking Analysis
• Client Questionnaire Results
• Project Support Contacts
• Sign-off of Client Facing SOW
• Sign-off of Partner Facing SOW
• Resource Payment Completion
• Financials Analysis
• Lessons Learned Documented
and Stored
• Project Closure Process
System Request
Partner
Facing SOW
Client
Facing SOW
Gate 2
Sign-off
Document
Program Status
Reporting
Project Plan
Updates
Project
Plan
Communi-
cations Plan
Finance
Mgmt
Purchasing
Operations
Sales Forecast Resource Analysis SOW Closure Analysis
Profitability / Time
Analysis
Signed to Start Date
Analysis
Project Invoicing &
Expense Reporting
Project Financials &
Profitability Analysis
CreatedByMarkS.MahreonSeptember2011
PMO
Partner
EA
PMO
Partner
EA
To be used by Corus360
Gate 1
Approvals
Gate 2
Approvals
Gate 3
Approvals
Signatures
Project Management Office (“PMO”) Governance & Framework Mahre 2014