Project Summary

PARTICIPANTS

Project Name: Name and acronym (Include Methodology phase)

 

Business Sponsor: Regulatory Committee Name or Director

 

Customer/User: _Customer or User group for the system

 

Subj. Matter Expert:

 

Project Manager: Name of I/S Project Manager.

 

 

BACKGROUND

Project Proposal/Background: If project is associated with a specific committee and/or charge this information should be listed first. Describe how the project originated (including the project requester) and any other applicable background information.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

OBJECTIVES

Business Objective: What and/or Why this project should be prioritized and completed.

 

 

 

 

 

 

Project Goals: Set SMART Goals for this project. These goals should cover Who Does What How and By When(if appropriate)

 

 

 

 

 

BENEFITS/COSTS

Project Benefits: Include benefits to customers and potential project revenue, if any.

 

 

 

 

 

Estimated Project Costs: Include hardware, software, consulting, training, travel, all one time expenses, all annual expenses, the actual costs for development and any other out-of-pocket expenses, if any. Include Revenue Operating Expense, Capitol Expense and Maintenance Expense if known.

 

 

 

 

Project Resources/Timeframe:

      Attach Project Plan, including tasks, budgeted hours, timeframe, role assignments, etc.

       

       

       

       

       

 

DELIVERABLES/COMPLETION CRITERIA

Project Deliverables:

      List interim and final deliverables for this project. Examples are as follows:

    • Business Requirements
    • Project Analysis
    • Project Design document
    • Database Requirements - DASD, Run time, Windows, etc.
    • Project Plan/Rollout Schedule
    • Output files and file layouts
    • Project Documentation

 

CONSTRAINTS/ASSUMPTIONS

Project Constraints: Describe/list factors that will limit the project (may be resources: people, skills, technology, competing priorities, new technical expertise, adequate funding and times where the customer will be relied upon for completion of a task before work can continue).

 

 

 

 

 

Assumptions: Describe/list factors that are taken for granted.

 

 

 

 

 

 

OTHER FACTORS

Project Complexity:

      Rate and describe the complexity of this project.

      Low

      Medium

      High

Project Risk/Potential Problems:

      Rate and describe the amount of risk of this project. Risk should take into account constraints, accessibility to subject matter experts, complexity, etc.

      Low

      Medium

      High

Impact to States:

      Describe how the states will be affected by this project.

Other Factors:

      Commercial Substitute

      Strategic

      Tactical

      Mandatory

      Budgeted - Year _______

      Politically Sensitive

      Contractually Bound

      Outsource Potential

      Predecessor Project Number _______

Priority:

      High(1)

      Medium(2)

      Low(3)

       

 Back to ADG - Project Planning

 

 

 

 

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