The University of San Francisco: Information Technology Services
Project Mgmt

PMO Process

The USF PMO uses a standardized Project Lifecycle methodology based on Project Management Institute (PMI) principles.

The USF PMO Project Lifecycle methodology includes project management tools and templates to enable project managers to successfully manage projects from inception to close, mentor and train IT resources in project management leading practices, and develop and institutionalize good project management standards across IT. The success of the PMO is derived exclusively from the success of its customers.

Project Lifecycle

The USF PMO Project Lifecycle methodology supports Standard and Fast Track projects. All initiated projects are assessed by the Project Portfolio Management committee.

Project Lifecycle V3

Download a PDF version of the Project Lifecycle

PMO Toolkit

Initiation

Initiation
Assessment

Planning

Plan
  • Project Plan (The PMO uses Smartsheet to create Project Plans. Please contact the PMO if you need access to Smartsheet.)
  • Project Resource Plan
  • Budget Worksheet (The PMO uses Smartsheet to create Budget Worksheets. Please contact the PMO if you need access to Smartsheet.)
  • High-Level Milestone Plan
  • Project Risks / Issues (The PMO uses Smartsheet to record Project Risks and Issues. Please contact the PMO if you need access to Smartsheet.)
  • Project Communication Plan (Contained in Project Charter)
  • Meeting Minutes
  • Approve Project Charter - Project Scope, Schedule, Budget baselined and managed under Project Change Control (Contained in Project record in USF Support.)
Design
  • Project Dashboard
  • Project Status - Scope, Schedule, Budget, Overall (Contained in Project record in USF Support.)
  • Project Risks / Issues (The PMO uses Smartsheet to record Project Risks and IssuesPlease contact the PMO if you need access to Smartsheet.)
  • Requirements Fit/Gap (The PMO uses Smartsheet to record Project RequirementsPlease contact the PMO if you need access to Smartsheet.)
  • Project Change Requests (Contained in Project record in USF Support.)
  • Project Worknotes (Contained in Project record in USF Support.)
  • Business Process Flows Template 1 (Visio) (PowerPoint) Template 2 (VisioCompleted Sample (Visio)
  • Functional Specifications
  • Meeting Minutes  
  • Project Tollgate - Project Design Phase Complete

Execution

Build
Test
  • Project Dashboard
  • Project Status - Scope, Schedule, Budget, Overall (Contained in Project record in USF Support.)
  • Project Risks / Issues (The PMO uses Smartsheet to record Project Risks and IssuesPlease contact the PMO if you need access to Smartsheet.)
  • Project Change Requests (Contained in Project record in USF Support.)
  • Project Worknotes (Contained in Project record in USF Support.)
  • Support Plan
  • Project Test Defects (The PMO uses Smartsheet to record Project Test Defects. Please contact the PMO if you need access to Smartsheet.)
  • Training Plan
  • Meeting Minutes
  • Project Tollgate - Project Test Phase Complete
Transition

Closing

Close
  • Lessons Learned Survey
  • Project Close Documentation (Contained in Project record in USF Support.)
  • Record support or other associated project documentation in the project Smartsheet file. (Please contact the PMO if you need access to Smartsheet.)