Guides and Project Tools

Process Guides

The presentations below provide explanations on some of the common processes that may be included in a project. They can be used to train project teams about a process and how it could be implemented. 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

Project Tools

The items in this list reference a variety of tools and techniques that may be utilized during a project. They are not project management templates, but rather informational documents that might be useful

• 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.

• 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.