Project Management Framework

1 California Department of TechnologyProject Management FrameworkContentsPage iState of California Project Management FrameworkMgeMMnaggemPage iiCalifornia Department of TechnologyProject Management FrameworkContents Overview 3 Overview of the CA-PMF 9 Document Structure and Convention Guide 16 Discussion of Lifecycles Templates 3 Approach 6 CA-PMF Templates 13 Additional Templates 14 Recommended UsePage iiiCalifornia Department of TechnologyProject Management FrameworkContentsConcept 3 Approach 16 Process Phase Checklist Initiating 3 Approach 23 Project Charter 32 Stakeholder Register 38 RACI Matrix 42 Process Phase ChecklistPage ivCalifornia Department of TechnologyProject Management FrameworkContentsPlanning 4 Approach 33 Complexity Assessment 36 Project Management Plan (PMP)

2 40 Plans Subordinate to the PMP 182 Process Phase Checklist Executing 3 Approach 27 Deliverable Expectation Documents 31 Surveys 34 Process Phase ChecklistPage vCalifornia Department of TechnologyProject Management FrameworkContentsClosing 3 Approach 14 Lessons Learned 19 Process Phase Checklist Additional Resources 3 Approach 24 Framework Resources 122 Framework References 125 GlossaryPage viCalifornia Department of TechnologyProject Management FrameworkDocument Control Version History Document history and version control is used to record detail of minor and major changes to the California Project Management Framework (CA-PMF).

3 Version #DateAuthorChanges Publication Edits Edits content to incorporate user centered best practices, updated PAL information, updated PMLC reference to Organizational Change Management (OCM) and Business Process Reengineering (BPR), and minor edits. content to incorporate A Guide to the Project Management Body of Knowledge (PMBOK Guide) 6th edition, updated PAL information, and minor Department of TechnologyProject Management FrameworkOverview | Page 1 Overview This chapter provides an overview of the California Project Management Framework , its purpose and use, and how it will help you with your Department of TechnologyProject Management FrameworkOverview | Page 2In this Overview1 Overview of the CA-PMF Page Purpose and Use of the Framework Varying Project Sizes and Complexity The Value of the CA-PMF A Thoughtful Approach to Project Management 2 Document Structure and Convention Guide Page Colors and Icon Conventions Chapters Key Navigation Elements Call-Out Boxes 3 Discussion of Lifecycles Page Project Management Lifecycle (PMLC) System Development Lifecycle (SDLC) Project Approval Lifecycle (PAL)

4 Relationship Between LifecyclesCalifornia Department of TechnologyProject Management FrameworkOverview | Page 3 OverviewOverview of the CA-PMF Page1 The California Project Management Office (CA-PMO) has designed the California Project Management Framework ( Framework or CA-PMF) to provide California organizations with a solid foundation for Project success. This new Framework replaces the Project Management guidance and tools that were previously included in the California Project Management Methodology (CA-PMM). The CA-PMF offers guidance and insight on Project Management methods and approach (through the use of resources, tools, and templates), as well as narratives detailing the justifications for why specific activities should be performed.

5 Icons, colors, and other graphic elements throughout the Framework are intended to promote ease of use. Purpose and Use of the Framework The CA-PMF is a practical and useful guide to lead a Project Manager and team through the Project Management Lifecycle (PMLC) for projects of all sizes, so that they achieve expected outcomes and thereby Project success. The Framework focuses on Information Technology (IT) projects, but it can be used by Project teams for other types of projects as well. The Framework highlights important Project Management priorities. It offers recommended practices and lessons learned regarding method and approach (through the use of resources, tools, and templates).

6 The Framework supports Project Management practices that conform to industry standards as defined by the Project Management Institute (PMI) and adapted to the context of California State government. For deep dives into a particular Project Management discipline discussed in the CA-PMF, refer to PMI s A Guide to the Project Management Body of Knowledge (PMBOK Guide). The intended audience for the Framework is Project Managers and Project team practitioners who are responsible for directly performing or overseeing Project Management processes and activities, however, the CA-PMF also contains useful information for Project Sponsors, Project participants, and Stakeholders regarding the effective and efficient Management of projects.

7 The guidance and California Department of TechnologyProject Management FrameworkOverview | Page 4 Overviewadvice contained in the Framework emphasizes the importance of people skills, good judgment, and effective communications in the successful delivery of projects. These are critically important and relevant to all Project Stakeholders. The Framework includes all major Project processes and activities, from initial Project definition to Project closing. This will equip the Project Manager with the tools necessary to consider the needs of the Project and how its organization can be structured and managed to deliver the intended result.

8 The Framework also provides models for the Management tools and plans used to document and manage the Project . Project Management practitioners are encouraged to leverage the tools and templates by modifying them for the needs of their respective projects. Each plan describes some aspect of how the Project team conducts its work. This includes how to control the operation of the Project team, assess Project progress, and evaluate the quality of products created by the Project . The CA-PMF aligns with state policy, identifies the connections to the Project oversight and Project approval processes, and directs practitioners to the appropriate resources for further information on those processes.

9 A key objective of the CA-PMO is to keep the Framework relevant over time by updating it with additional guidance and tools as they become available for the state s Project Management community to leverage in future projects. This is one of the reasons that the CA-PMF included templates under the broader term tools ; because although many of the CA-PMF tools are currently templates, a range of different kinds of tools will be added to the CA-PMF toolset over time. This objective also highlights the importance of state Project Managers and teams having easily available and current reference material for Project Management .

10 Varying Project Sizes and Complexity Information technology projects vary in size, type, and complexity. Sponsoring organizations embark on projects with varying levels of Project skills, experience and process maturity. A Project may impact a small number of Stakeholders, or it can affect the lives of millions. No matter what a Project s size or complexity, the Project Management objective to work through each Project Management discipline is consistent. For example, not every Project needs a stand-alone governance plan. As long as the Project Manager includes a clear description of how decisions will be made in the Project California Department of TechnologyProject Management FrameworkOverview | Page 5 OverviewManagement Plan (PMP), the Project Management objective of documenting a governance process is met.