Versions Compared

Version Old Version 1 New Version Current
Changes made by

Erin Kilburn

Erin Kilburn

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Date

Attendees

Discussion items

TimeItemWhoNotes

Standardization updates (2022-08-10 Meeting notes)

  • Formalizing OCM 
  • Additional gate
  • Charter updates
    • Additional roles
    • Jira 

  • additional gate checks - what are the thresholds for time, resource, budget changes that need formal review endorsement? i.e., timeline will take another year - include in escalation criteria of each project

Expectations:

  • Jira for PM
  • All mtgs have agenda, notes
  • Mtg invite template
  • Admin task buckets 
  • Creating epics, when to create tasks
    • Internal (ITS) vs external partners
  • Expectation is that internal and external are using Jira for bug management and tracking

  •  Erin Kilburn to remove/clean up OTL template in collab - embed Jira plan vs manual maintenance

Project CoP next week

  • Jira plans - John
  • Excerpt functionality in collab - Brian
  • Demo how to display Jira content in collab - 
  • Teams notification - usability update - Lillian
  • Formalizing OCM into projects - Erin
  • Charter updates
    • Roles - Erin
    • Moving into Jira - Paul



Quality management plan

https://www.stakeholdermap.com/project-templates/quality-management-plan-template.html#template


Formalize quality plan into work required before first gate of project plan review





Communication norms, continued

  • How can we support less context switching and inundation?

Setting norms at the onset of projects

  • Teams
  • Email
  • Zoom
  • Collaboration tools
    • ITS Pro
    • Collab
    • OneDrive / Google

Action items in collab vs Jira

Project CoP next week

  • Jira plans - 
  • Excerpt functionality in collab
  • Formalizing OCM into projects
  • Charter updates
    • Roles
    • Moving into Jira



Focus day - personal projects, prof dev


have a question about our norms for managing date changes. if we don't have time, we can add to agenda for next meeting

10m

 Load balancing project assignments across PMO - brainstorm

  • Hours estimated over duration of project
  • Number of project resources
  • ?
all
10m

Thresholds / decision criteria for project approvals and PM resourcing - brainstorm

all

Criteria for resourcing of BSAs, QA, OCM etc


PhaseConfluence page completed and approved?
Date reviewed by PPMO, reviewer
Initiation
  •  Charter

Planning
  •  Scope

Planning
  •  Change request process and approval (scope, timeline, resource, OCM, logs)

Planning
  •  Escalation path (scope, timeline, resource, OCM, logs)

Planning
  •  Requirements

Planning
  •  OTL (Jira Plan)

Resourcing
  •  Team and Roles
  •  Governance and Sponsorship
  •  Contingency buddy plan

Planning
  •  Costs, Budget, Funding: Budgeted and Actuals by Phase

Planning
  •  Procurement Plan

Planning
  •  Quality Management Plan

OCM
  •  Stakeholder map
  •  5 checklists
  •  Comm Plan
  •  Training Plan
  •  Training Resources
  •  Assessment Survey

Planning
  •  RAIDDC (Risks, Assumptions, Issues, Decisions, Dependencies, Constraints)

Planning
  •  Testing Plan

Documentation Links
  •  Kaltura
  •  Documentation - OneDrive (and Google if you're using bc inherited)
  •  Lucid Charts

Control
  •  Project Rubric

Control
  •  Status Reports

Control
  •  Data hygiene

Closing
  •  Retrospective

...