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CRM

CRM. Project Name Here Kick-off Date. Agenda. Introductions Project Goal, Purpose, Benefits and Project Background (as per charter) Review Project Delivery Process Define Roles & Responsibilities Identify Project Steering Committee Identify Team Members Discuss Timeline

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CRM

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  1. CRM Project Name Here Kick-off Date

  2. Agenda • Introductions • Project Goal, Purpose, Benefits and Project Background (as per charter) • Review Project Delivery Process • Define Roles & Responsibilities • Identify Project Steering Committee • Identify Team Members • Discuss Timeline • Identify Risks and Issues • Identify Next Steps

  3. Project Background • Project Description - • Project Manager – • Sponsor/Project Director - • IT Manager – • Target completion date – • Budget ? - $

  4. Project Management Expectations • Ensure all other project documentation stored in Teams site • PMO will provide you access to the project Teams site • Follow PMO processes: • Communications Management Plan • Risk Management Plan • Issues Management Plan • Project Change Control Plan • Schedule Management Plan • Lessons Learned Process

  5. Project Management Expectations (Cont) • Minimum PM deliverables • Combined Charter and Project Management Plan • User acceptance sign-off • Lessons learned and close-out report • Provide weekly status updates within Teams • Keep issues, risks, project schedules current • Gating reviews (gate 1 – gate 4) • Gating checklists are available on the PMO website

  6. Project Delivery Process/Placemat

  7. Identify Project Steering Committee • Purpose of Committee - The decision makers for the project. Minimum membership is Sponsor/Project Director and IT • Project Steering Committee needs to be identified as early in the project as possible in order to assist with any issues or decisions that arise during the requirements gathering and planning cycle • Should meet on a regular basis to provide updates if these members are not part of regular project meetings

  8. Role of Project Director/Sponsor Note: This list outlines the most common activities and may not be exhaustive or applicable to every project

  9. Role of ITS Delivery Manager Note: This list outlines the most common activities and may not be exhaustive or applicable to every project

  10. Role of Project Manager Note: This list outlines the most common activities and may not be exhaustive or applicable to every project

  11. Identify Team Members and Roles • Speak to the needs of the privacy and security for the project • Get validation that more info is or isn’t required.

  12. Discuss Timeline/Schedule • Identify frequency of: • Project team meetings • Project Steering Committee Meetings

  13. Identify Risks & Issues • Take from charter as starting point

  14. Identify Next Steps • Minutes will be created and stored on the Teams site • On-going project team meetings will be scheduled • On-going Project Steering Committee meetings will be scheduled

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