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Project Startup Checklist Project Phase Phase Comments 1 1 The knowledge repository should include AS-IS process descriptions (or templates), previous customizations, reporting requirements. It may include requirement documents from previous implementations. Identify best available resources. Obtain commitment, if possible. The project team at this stage is made up of project leads and SMEs

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Collect and compile all existing project documentation. Pre-Project Planning Review the Knowledge Repository for reusable deliverables. Pre-Project Planning

Select and acquire Project Start Up team. Brief Start Up Team. Perform initial facilities assessment.

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Draft initial Project Management Plan with approach for Pre-Project Planning Knowledge Management. Prepare initial draft of project standards. Pre-Project Planning

Some of these will be business driven, as in software standards, quality standards. Other standards will include project reporting standards, risk and issue identification, risk mitigation and escalation standards.

Develop the time collection procedure and templates. Draft the initial version of the Project Orientation Guide.

Pre-Project Planning Pre-Project Planning

1 1 The Project Orientation Guide will show location, hours, cubicle or room assignments for consultants, if any. High level project description, goals, timeline and identify project stakeholders. Contact information for project staff. This meeting should clarify requirements, goals and challenges which are unclear or not written in the RFP, SOW or other initial project information.

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Meet with the client Project Manager, Project Sponsor, Pre-Project Planning and any third party project managers. Create Project Library structure and procedures. Pre-Project Planning Include steps for submitting documents to the Knowledge Repository. Review the time collection procedures with the client Pre-Project Planning Project Manager for approval. Develop and conduct workshop with the client and any Pre-Project Planning third parties to define project roles and responsibilities. 1 1

1 1 This identifies project leads, roles and responsibilities. Stakeholders must support the commitment of SMEs to the project, or costs are likely to escalate severely.

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Project Startup Checklist Project Phase Phase Comments 1

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Schedule the initial Project Steering Committee (Board) Pre-Project Planning meeting. This is the initial Project Progress Report. Develop and issue procedures for Issue Management, Scope Change Management, and Problem Management. Update the Project Standards documents to contain these procedures. Prepare initial draft of the Scope, Objectives and Approach document. Draft the initial work breakdown structure for the project. Document the role of the Project Steering Committee (Review Board). Review the Project Standards and Procedures for document management and control with the client. Present and review the invoicing procedures to the client for approval. Conduct the initial Project Steering Committee (Review Board) meeting providing the initial Progress Report and the Steering Committee Role. Present and review Scope, Objectives and Approach document to client and request approval. Review the processes for Issue Management, Change Control, and Problem Management with the client and request approval. Create finance tracking spreadsheets. Update the workplan (WBS) for progress and changes. Pre-Project Planning

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Update information from the project charter, RFP or SOW with information from project stakeholder meeting.

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Conduct a review of the original bid document with the Pre-Project Planning project team. Resolve any anomalies. Schedule regular Project Steering Committee Meetings Pre-Project Planning and gain approval from the client.

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Task Determine resource requirements.

Project Startup Checklist Project Phase Phase Comments Pre-Project Planning 3 Resource requirements include identification of development, test and production databases. Access (readonly) to the present production database / applications. Identify IT personnel in charge of access rights, determine roles for setups. Determine process for Oracle Support contacts. Obtain committment for client SMEs and client project leaders.

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Prepare the final version of the Project Orientation Guide. Prepare a draft of the monthly reports and review with the client for approval. Conduct review of the Project Management Plan by the Project Team. Develop content and schedule the Project Kickoff Meeting. Obtain approval from the client. Establish dates for Project Healthchecks, audits, and Knowledge Management reviews. Include all of these in the project WBS. Review the Project Management Plan with the client for approval. Distribute the Project Orientation Guide. Conduct the Project Kickoff Meeting.

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4 Project Startup Project Startup 4 4 Project kick-off should be upbeat and enthusiastic while presenting an accurate vision of project goals and challenges.

Publish the Project Management Plan. Conduct the first Project Review. Issue the first Project Status Report to project team, internal stakeholders and the client.

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