Guides and Tools
The presentations below provide detail on some of the common control processes that may be useful when managing a project. They can be used to train project teams about a process and how it could be implemented.
- Change Control Process – How to accept and review changes to a project
- Cost Management Process – How to manage the project budget
- Digital Accessibility (login required) – How to include digital accessibility throughout the project lifecycle
- Document Management Process – Where to store all project documentation
- Issue Management Process – How to manage issues that arise during a project
- Production Cutover Strategy – What to include when preparing for cutover to production
- Production Support Process – How to ensure a smooth transition of the final product to a support team
- Risk Management Process – How to manage project risks
- Schedule Management Process – How to manage the project schedule
- Sign-off Process – How to establish and obtain sign-off for key deliverables
The items in this list reference a variety of tools and techniques that may be utilized during a project. They
- Benefits Realization (Excel) – This document can be used to measure the benefits of a project in detail.
- Brainstorming Techniques (Word) – A variety of brainstorming techniques are included in this document.
- Data Flow Diagram (PDF) – A data flow diagram example.
- Data Usage Request – Information and internal form used to identify how sensitive data should be requested.
- Project Interdependency Matrix (Excel) – A place to identify dependencies between multiple projects.
- Requirements Gathering Guidelines (Word) – Directions on how to gather requirements.
- Root Cause Analysis (Word) – Directions on how to conduct a root cause analysis.
- Support Services Intake Checklist (Word) – Sample checklist from the Support Services team.
- Testing Overview (Word) – General document about testing types and purposes.
- Train the Trainer Plan (Word) – If you are using this approach, this document provides guidelines.
- Use Case (Word) – How to build and document a use case.