Project Methodology & Tollgate Guidelines

Methodology
Type
•Standard

•Lite

•Express
ct Methodology & Tollgate Guidelines

Criteria
•Enterprise/Transformation/Cross Functional
•New Technology/Major Change to Reference Architecture
•New/Major change/deviation to existing applications/ standards/support model
•New system or system interface
•Large number of users impacted
•New system or system interface
•Regulatory Compliance Scope
•Physical Move (new/change of location)
•New Vendor
•POC /Pilot required
•Regulatory Compliance Scope
•Significant change /impact End Users

•Minor Change/deviation to existing applications/ standards//support model

•Open Source Minor Change
•Minor system or system interface
•Minor Enhancements
•Minor User Impact (limited number of users / impact)
•Physical move within 1 location with minor impact
•Change /or further use or capability of the existing application to End User

•Greater than 10 users with minor impact

•Requires change control
•Cross Functional Service Request (requires change or funding)
•Software subscription
 Required Tollgate
Phases Solution Type
•Discover •Configuration of off the shelf solution/workflow
•Plan/Define •Business owned solution integration
•Build/Test •Department Startup/Buildout
•Deploy
•Close

•Discover •Configuration of off the shelf solution/workflow

•Deploy •Vendor configuration
•Close •Business owned solution integration
•Department Startup/Buildout

•Discover •Cloud based solution/deployment

•Close
Definition and Instructions for lines on the 4-up Status Report

Field
Project Type

Milestones

Project Competion %

Issue/Risk

Key Decisions/Assumptions

Project Change Request

Status

Final Step
d Instructions for lines on the 4-up Status Report

Description
Types of Projects:
-Evaluate New Solution/Technologies (Innovation requests, proof of concept, “what-if” scenarios)
-Integrate / deploy solution selected by business stakeholder
-Develop/Deploy Non Standard Technologies
-Develop/Deploy Existing Solutions with major enhancements or changes, new features/functions
-IT internal Improvements

Insert critical path milestones for current phase and next phase

Overall % Complete

Must have risk/issue associated with any red/yellow milestones

Key decisions aligned w/dependencies as required

Project Change Requests (i.e. scope, requirements, schedule, budget)

C - Complete
G - On Track
Y - At Risk
R - Delayed

After the Report is complete copy it and Past it to a PowerPoint slide and size appropriately. Then submit the
slide to the appropriate Program Manager.
 Title: Free 500 PM TEMPLATES

IT PM: Project Completion %: 100

Business Unit: IT Deliverable Status: ● Approved Budget
IT Service Line:
CRM Focal Point: Financial Status: ● $0.00
Actual Start Date:
Overall Planned Finish: Milestone Status ●
Overall Baseline Finish: Staffing Plan / Named Resource Compl

Tracking Category: Integration Project

Project Type: Express Program

Milestone Name / #
Description Impacted R/I

Enhancement of Moderinzing Medicine interface t

Key Decisions Needed / Assumption

Task # Milestone Owner Baseline Forecast / Plan % Comp Status

Plan
1
Scope enhancement request with vendor and client
100 C
2
Design and build
100 C
3
Testing
100 G
4 Change Request Name No.
Go TBD (when lab and client are satisfied that interface is functioning
as expected)
G
Current Week Accomplishments

Upcoming Week Activities (Planne

 Overall Status ● IT Status
●
pletion %: 100
Spent $ Forecast $ Variance $ Budget Req #
$0.00 $0.00 $0.00 <#>

med Resource Complete % Project Time Tracking Compliance (100%) %

Issue / Risk Description

Owner Due Date

eeded / Assumptions Owner Due Date

Plan

Description Status Date

 Accomplishments & Planned Activities

Accomplishments

k Activities (Planned) testing