ITS

Scaling

Steps:

Step 4 - Templates

Please note: Please contact the IT Project Office to obtain the following templates.

1. Templates Required Table
2. Recommended Templates for Major Projects
3. Recommended Templates for Medium Projects
4. Recommended Templates for Minor Projects

Templates Required Table

The following table is intended to provide some guidance on what templates are required for different scale projects and what level of detail is required.

Template	Minor Project	Medium Project	Major Project
Project Planning
IT Project Request Form	Mandatory	Mandatory	Mandatory
IT Project Planning Report	Mandatory	Mandatory	Mandatory
Business Case	Not Required	May be requested by ITGC	May be requested by ITGC
Project Schedule	Mandatory	Mandatory	Mandatory
IT Project Approval Form	Mandatory	Mandatory	Mandatory
Project Setup
Appointing a Project Board and Project Manager
Project Board Terms of Reference	Not Required	Optional	Mandatory
Appointing a Project Management Team
Team Member Letter of Appointment	Not Required	Optional	Mandatory
Team Member Role Descriptions	Optional	Mandatory	Mandatory
Project Team Details	Optional	Mandatory	Mandatory
Setting up Project Controls and Setting up Project Files
Risk Log	Mandatory	Mandatory	Mandatory
Issues Log	Mandatory	Mandatory	Mandatory
Quality Log	Mandatory	Mandatory	Mandatory
Lessons Learned Log	Mandatory	Mandatory	Mandatory
Daily Log	Optional	Optional	Optional
Correspondence Log	Optional	Optional	Optional
Project Repository Index	Optional	Optional	Optional
Project Glossary	Optional	Optional	Optional
Refining IT Planning Report or Business Case
IT Project Planning Report	Mandatory	Mandatory	Mandatory
Refining Project Risks
Update Risk Log	Mandatory	Mandatory	Mandatory
Execute – Managing Stage Boundaries
Planning a Stage
Stage Plan	If required	Mandatory	Mandatory
Project Board Authorisation	Mandatory	Mandatory	Mandatory
Planning Quality
Quality Plan	Mandatory	Mandatory	Mandatory
Quality Log (Product list)	Mandatory	Mandatory	Mandatory
Configuration Management Plan	Mandatory/ Brief	Mandatory/ Moderate Detail	Mandatory / Detailed
Communication Plan	Optional	If Required	Mandatory
Updating IT Project Planning Report
IT Project Planning Report	Mandatory	Mandatory	Mandatory
Updating Business Case
Business Case	Mandatory	Mandatory	Mandatory
Updating Project Risks
Update Risk Log	Mandatory	Mandatory	Mandatory
Update Issues Log	Mandatory	Mandatory	Mandatory
Reporting Stage End
Project Board Authorisation	If required	Mandatory	Mandatory
End Stage Report	If required	Mandatory	Mandatory
Updated Lessons Learned Log	Mandatory	Mandatory	Mandatory
Producing an Exception Plan
Exception Plan	If required	If required	If required
Project Board Authorisation	Mandatory	Mandatory	Mandatory
Execute – Controlling a Stage
Authorising Work Package
Work Package	Optional	Mandatory	Mandatory
Updated Stage Plan	If required	Mandatory	Mandatory
Updated Risk Log	Mandatory	Mandatory	Mandatory
Updated Product List	Mandatory	Mandatory	Mandatory
Assessing Progress
Checkpoint Reports	Optional	Mandatory	Mandatory
Updated Stage Plan	If required	Mandatory	Mandatory
Updated Stage Schedule	Optional	Mandatory	Mandatory
Capturing & Examining Project Issues
Updated Risk Log	Mandatory	Mandatory	Mandatory
Updated Issues Log	Mandatory	Mandatory	Mandatory
Reviewing Stage Status
Identifying Threat to Project Tolerance	Mandatory	Mandatory	Mandatory
Reporting Highlights
Highlight Report	Optional	Mandatory	Mandatory
Taking Corrective Action
Updated Stage Plan	If required	Mandatory	Mandatory
Updated User Requirements	Mandatory	Mandatory	Mandatory
Updated Functional Requirements	Mandatory	Mandatory	Mandatory
Updated Risk Log	Mandatory	Mandatory	Mandatory
Updated Issues Log	Mandatory	Mandatory	Mandatory
Escalating Project Issues
Exception Report	If required	Mandatory	Mandatory
Receiving Completed Work Package
Receiving Work Package Status	Mandatory	Mandatory	Mandatory
Managing Product Delivery
Accepting a Work Package
Team Plan	Not required	Optional	Mandatory
Updated Risk Log	Mandatory	Mandatory	Mandatory
Updated Issues Log	Mandatory	Mandatory	Mandatory
Authorised Work Package	Mandatory	Mandatory	Mandatory
Executing a Work Package
User Requirements	Mandatory	Mandatory	Mandatory
Functional Requirements	Mandatory	Mandatory	Mandatory
Bug Reports	Optional	Mandatory	Mandatory
Checkpoint Reports	Optional	Mandatory	Mandatory
System Test Plan	Optional	Mandatory	Mandatory
Delivering a Work Package
Product Acceptance Certification	Mandatory	Mandatory	Mandatory
Approved Work Package	Mandatory	Mandatory	Mandatory
Closing a Project
Decommissioning a Project
Project Closure Notification	Not required	Optional	Mandatory
Project Board Authorisation	Mandatory	Mandatory	Mandatory
Evaluation & Follow-on Actions
Project Closure Report	Mandatory	Mandatory	Mandatory

Recommended Templates for Major Projects

Recommended Templates for Medium Projects

The management products required for medium projects are the much the same as that for a Major Project, however, the level of detail required for a Medium Project will be less than a Major Project. Discretion by the Project Manager and Project Board is required.

Recommended Templates for Minor Projects

Scaling

Step 4 - Templates

ITS Projects

Project Management