Last edited March 16, 2016
ITS Project Plan Framework
1.0 Phase: Plan
This phase is concerned with preliminary planning for the project.
Deliverables
 Project Charter
 Project Plan
 Work break down over time with resources
 Project Budget (estimate)
 Project Communication Plan
Tasks
1.1
1.2
1.3
1.4
1.5
Define the business need for the project
Create a Project Charter
Create a Project Plan
Create a Project Budget
Create a Project Communication Plan
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2.0 Phase: Requirements
Phase 2 consists of research history, customer needs, and industry standards.
Deliverables
New
 Research Summary and Recommendations (the following as appropriate)
 User requirements (focus groups, interviews, surveys, etc.)
 Research Subscriptions (Educause, Info Tech)
 System performance data and requirements
 Peer Institution Benchmarking (University of California, Berkeley, University of California,
Los Angeles, University of North Carolina at Chapel Hill. University of Illinois at UrbanaChampaign, Indiana University ,University of Michigan, Michigan State University, University
of Minnesota, Ohio State University, University of Washington, University of Wisconsin
 Other historical data
Revised
 Project Charter
 Project Plan
 Project Budget
 Project Communication Plan
Tasks
2.1 Identify the best data sources for customer and business requirements
2.2 Conduct research (focus groups, surveys, benchmarking, use cases)
2.3 Assemble research and user requirements into deliverable documents
2.4 Create the system performance data and requirements document
2.5 Revise Project Charter, Project Plan, Project Budget, and Project Communication Plan as needed
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3.0 Phase: Design
Phase 3 consists of designing the service, including both how the service works behind the scenes and
how customers interact with the service (e.g. user interface).
Deliverables
New




Design Blueprint
Test Plan
Deployment Plan
Go Live Checklist
Revised
 Project Charter
 Project Plan
 Project Budget
 Project Communication Plan
Tasks
3.1 Identify the features that are necessary to achieve the objectives of the service
3.2 Identify design specifications
3.3 Create a model, or graphical representation, that will be used to estimate what will be built
3.4 Document relevant test conditions
3.5 Create the Test Plan, Deployment Plan, and Go Live Checklist
3.6 Identify cost drivers and estimate build, test, and deploy phases
3.7 Revise the Project Budget with cost driver information
3.8 Engage the Controller’s Office to begin process of determining service rate
3.9 Revise Project Charter, Project Plan, Project Budget, and Project Communication Plan as needed
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4.0 Phase: Build
Phase 4 consists of actually building the service.
Deliverables
New
 Product or service ready for testing
Revised
 Project Charter
 Project Plan
 Project Budget
 Project Communication Plan
 Test Plan
 Deployment Plan
 Go Live Checklist
Tasks
4.1 Install and configure necessary infrastructure
4.2 Develop product(s) and test each product, also known as unit testing, to verify each product meets
the features and specifications described in the design blueprint
4.3 Update estimates
4.4 Update Test Plan, Deployment Plan, and Go Live Checklist
4.5 Update Project Charter, Project Plan, Project Budget, and Project Communication Plan as needed
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5.0 Phase: Test
Phase 5 consists of testing the product or service within the department and with customers.
Deliverables
New
 Fully tested product or service, as defined in Phase 3, Design
 Test Closure Memo
Revised
 Project Charter
 Project Plan
 Project Budget
 Project Communication Plan
 Deployment Plan
 Go Live Checklist
Tasks
5.1 Technical and security testing
5.2 Functional testing to verify that the product meets the features and specifications in the design
blueprint
5.3 Volume test for performance
5.4 Prepare test closure memo verifying user acceptance
5.5 Approval from end user representative(s) that the product or service meets the communicated
design specifications
5.6 Technical approval
5.7 Revise Deployment Plan, Project Charter, Project Plan, Project Budget, and Project Communication
Plan as needed
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6.0 Phase: Deploy
Phase 6 consists of ensuring customer agreement and support with the ready-to-release product or
service and deploying the product or service.
Deliverables
New
 Customer Readiness Signoff
 Lifecycle Management Plan
 Service Level Agreement (SLA)
Revised and Completed
 Project Charter
 Project Plan
 Project Budget
 Project Communication Plan
 Deployment Plan
Tasks
6.1 Evaluate whether the product or service meets the Go Live Checklist
6.2 Work with customers to develop the Service Level Agreement (SLA)
6.3 Create the product or service Lifecycle Management Plan
6.4 Ensure customer approval of Deployment Plan and Go Live Checklist, and complete Customer
Readiness Signoff
6.5 Communicate as planned
6.6 Deploy as planned
6.6 Update Project Charter, Project Plan, Project Budget, and Project Communication Plan as needed
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7.0 Phase: Lifecycle Management
Phase 7 consists of maintaining the service and keeping it up-to-date with the latest technology and
customer feedback.
Deliverables
New
 Lessons Learned document
 Maintained and up-to-date service
Revised
 SLA (as needed)
 Lifecycle Management Plan (as needed)
Tasks
7.1 Immediately following deployment, conduct lessons learned meeting and complete the Lessons
Learned document
Periodically complete the following tasks:
7.2 Evaluate technology advancements and customer feedback
7.3 Plan any necessary changes to the service
7.4 Ensure customer and stakeholder communication and involvement in any changes to the service
7.5 Implement changes as approved by customers and key stakeholders
7.6 Revise SLA and metrics as needed
7.7 Review and revise the Lifecycle Management Plan as needed
7.8 Review account activity and retire unused accounts as needed
7.9 Review usage and service adoption
7.10 Update capital, operating, and staffing costs
7.11 Review rates
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