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Methodology

Project Lifecycle

The Project Lifecycle is used to describe a deliberate, structured and methodical process for developing building information systems.

The Project Management Life Cycle has five phases: Initiation, Planning, Execution, Monitoring and Controlling, and Closure. This methodology contains templates for the various project management activities undertaken to deliver successful projects.

Initiation Process

  • Agree to a vision for the project
  • Define the major goals & project justification.
  • Assemble core team members and the stakeholders.
  • Assign a project manager and establish others' roles and responsibilities.
  • Identify the resources needed, the cost estimates, and a broad timeline.
  • Obtain approval to move forward with detailed planning

Planning Processes

  • Gather functional requirements, scope of work as needed.
  • Assess project procurement needs; determine best course of action.
  • Perform a risk assessment, analysis, and plan if required and include mitigation options as appropriate.
  • Assess the security issues for the project and its deliverable(s).
  • Determine resources and staffing needs
  • Identify special skills needed to accomplish project tasks.
  • Develop a budget plan to include the life cycle cost or total cost of ownership.
  • Assess the communication needs and prepare a communication plan.
  • Analyze testing needs and plan accordingly.
  • Assess training needs and develop a strategy or plan as appropriate.
  • Review the project level indicators to aid in assessing project risk level.
  • Use the project scorecard as an aid is assessing project complexity and risk level and thus the rigor and detail of planning, documentation, and approvals necessary.
  • Prepare a scope document that includes how to verify completion of deliverables and how to manage scope change requests.
  • Develop a work plan that establishes the work breakdown structure, the time and cost estimates and a schedule.
  • Obtain approval to move forward with executing the project plan.

Executing Processes

  • Assemble and develop the project team.
  • Procure or secure required resources (hardware, services, software, etc.).
  • Review security plan with team. Ensure security issues are prominent and addressed.
  • Implement quality assurance procedures.
  • Make project information available to stakeholders.
  • Obtain approval for any changes and to move forward with managing the project

Monitoring & Controlling Processes

  • Change management (original project scope, cost, schedule, and technical strategies)
  • Direct and lead the project team.
  • Manage project progress.
  • Measure project performance against the plan.
  • Ensure project progresses according to the plan.
  • Manage project issues and risks.
  • Implement testing plan.
  • As appropriate, implement training plan.
  • Conduct status review meetings; disseminate status reports.
  • Document any lessons learned up to this stage in the project.

Closing Processes

  • Obtain acceptance of project deliverables.
  • Document or summarize costs spent on project and close any purchase orders.
  • Document any timeline changes (schedule compression and/or overruns).
  • Outline the long-term operational implications then hand off operations and support responsibilities.
  • Obtain approval to close the project. Document the lessons learned over the course of the project.
  • Formalize closure.
  • Obtain sign-off from project sponsor and project manager.

Classification

Glossary

Roles