1. ClosingExecuting/ Controlling ControllingPlanningInitiatingOpportunityAssessment Client AcceptancePlanning ApprovalInitiating ApprovalOpportunity Assessment Approval Project Management Process Outline

2. ClosingExecuting/ Controlling ControllingPlanningInitiatingOpportunityAssessment Client AcceptancePlanning ApprovalInitiating ApprovalOpportunity Assessment Approval Opportunity Assessment Process OpportunityAssessment Idea Generation InputsDeliverables (Outputs) Business Plans Program Plans Research Documents Requests for Change Project Initiation Document (Project Request section) Lessons Learned (Opportunity Assessment)  Receive and/or Solicit Ideas  Identify Program Manager (or equivalent)  Refine Idea Exit Criteria  Identified sponsor  Identified resources to continue next phase  Key deliverables prepared  “Go” decision and approval, as required Idea Structuring Opportunity Assessment Approval Process Closure  Identify Project Sponsor  Identify High-Level Requirements and Critical Success Factors  Identify Primary Clients/Users  Define High Level Business Benefits  Identify Related Projects/Affected Systems  Identify Key Stakeholders  Plan for Next Phase (Initiating)  Prepare Project Initiation Document (Project Request section)  Prepare for Opportunity Assessment Approval Checkpoint Review  Prioritize Idea  Obtain Approval to Proceed  Follow-Up after Opportunity Assessment Approval Checkpoint Review  Assess the Opportunity Assessment Process

3. ClosingExecuting/ Controlling ControllingPlanningInitiatingOpportunityAssessment Client AcceptancePlanning ApprovalInitiating ApprovalOpportunity Assessment Approval Initiating  Identify Initiating Process Participants  Review Project Request Information  Create Initiating Schedule  Describe Project Overview  Describe Project Scope  Determine Approach/Strategy  Define Business Case  Identify High-Level Project Risks  Identify Project Manager  Plan Next Phase (Planning)  Finalize the Project Initiation Document  Prepare for Initiating Approval Checkpoint Review  Prioritize Project  Obtain Approval to Proceed  Follow-Up after Initiating Approval Checkpoint Review  Commit to the Project  Assess the Initiating Process Initiating Process InputsDeliverables (Outputs) Process Start Up Project Initiation Document (Project Request section) Lessons Learned Project Initiation Document Project Charter Concept Analysis Document Schedule for Initiating Process Business Case (Initial) Lessons Learned (Initiating) Project Definition Initiating Approval Process Closure Exit Criteria  Key deliverables prepared  Identified resources to continue next phase  Sponsor confirmed  Identified project manager  “Go” decision from Initiating Approval Checkpoint Review

4. ClosingExecuting/ Controlling ControllingPlanningInitiatingOpportunityAssessment Client AcceptancePlanning ApprovalInitiating ApprovalOpportunity Assessment Approval Planning Process InputsDeliverables (Outputs) Planning Process Start Up Project Initiation Document Project Charter Concept Analysis Document Schedule for Initiating Process Business Case (Initial) Lessons Learned Project Plan Requirements Specification Project Schedule Project Budget Business Case Communications Matrix Lessons Learned (Planning) Project Approach Project Schedule/Budget  Identify Planning Participants  Prepare for and Conduct Planning Kick-Off Meeting  Create Planning Schedule  Define Project Measures of Success  Refine Project Scope, Objectives, and Deliverables  Define Project Requirements  Identify Project Lifecycle  Develop Work Breakdown Structure  Refine Business Case  Define Project Organization  Identify Project Team  Define Communications Strategy  Create Project Plan  Refine the Project WBS  Identify Sequence and Dependencies  Estimate Work Effort and Duration  Identify Resource Requirements  Create Project Schedule  Establish Project Budget  Review Project Schedule/Budget Continued

5. ClosingExecuting/ Controlling ControllingPlanningInitiatingOpportunityAssessment Client AcceptancePlanning ApprovalInitiating ApprovalOpportunity Assessment Approval Planning Planning Process (continued) InputsDeliverables (Outputs) Project Planning Project Initiation Document Project Charter Concept Analysis Document Schedule for Initiating Process Business Case (Initial) Lessons Learned Project Plan Requirements Specification Project Schedule Project Budget Business Case Communications Matrix Lessons Learned (Planning) Planning Approval Process Closure Exit Criteria  Key deliverables prepared  “Go” decision from Planning Approval Checkpoint Review  Project Funding number obtained  Identify Project Constraints  Identify Project Dependencies  Identify Project Assumptions  Identify Project Risks  Document Management Approaches  Determine Change Enablement Approach  Refine Project Plan  Finalize Project Plan and Attachments  Prepare for Planning Approval Checkpoint Review  Obtain Approval to Proceed  Follow-Up after Planning Checkpoint Review  Commit to the Project  Assess the Planning Process Continued

6. ClosingExecuting/ Controlling ControllingPlanningInitiatingOpportunityAssessment Client AcceptancePlanning ApprovalInitiating ApprovalOpportunity Assessment Approval  Coordinate Project Resources  Prepare for and Conduct Implementation Kick-Off Meeting  Manage Issues  Manage Change Control  Manage Project Information  Review Deliverable Requirements  Conduct Deliverables Reviews  Complete Deliverable Review Follow-Up  Collect Actual Progress  Update Schedule During Control Intervals  Resolve Schedule Conflicts and Issues  Review at Project Checkpoints  Measure Progress  Revise Cost Estimates  Perform Quality Assurance  Conduct Quality Control Reviews InputsDeliverables (Outputs)Executing/ Controlling Controlling Process Start Up Project Plan Requirements Specification Project Schedule Project Budget Business Case Communications Matrix Lessons Learned Project Plan Project Documentation Deliverables Acceptance Form Lessons Learned (Executing/Controlling) Integration Management Scope Management Time Management Cost Management Quality Management Executing/Controlling Process Continued

7. ClosingExecuting/ Controlling ControllingPlanningInitiatingOpportunityAssessment Client AcceptancePlanning ApprovalInitiating ApprovalOpportunity Assessment Approval InputsDeliverables (Outputs)Executing/ Controlling Controlling Project Plan Requirements Specification Project Schedule Project Budget Business Case Communications Matrix Lessons Learned Project Plan Project Documentation Deliverables Acceptance Form Lessons Learned (Executing/Controlling) Communications Management Risk Management Procurement Management HR Management Executing/Controlling Process (continued)  Review Project Communications Plan  Collect Status and Progress Information  Distribute Information  Identify Additional Risks  Analyze Additional Risks  Develop Additional Risk Responses  Respond to the Actual Risk Events  Update the Risk Management Log/Database  Ensure Contract Terms are Fulfilled  Manage Relationship with Contractor  Perform Contractor Exit  Close Out the Contract  Manage Team  Manage Business Interfaces Continued

8. ClosingExecuting/ Controlling ControllingPlanningInitiatingOpportunityAssessment Client AcceptancePlanning ApprovalInitiating ApprovalOpportunity Assessment Approval InputsDeliverables (Outputs)Executing/ Controlling Controlling Project Plan Requirements Specification Project Schedule Project Budget Business Case Communications Matrix Lessons Learned Project Plan Project Documentation Deliverables Acceptance Form Lessons Learned (Executing/Controlling) Process Closure Exit Criteria  Key deliverables prepared  “Go” decision from Customer Acceptance Checkpoint Review Client Acceptance Executing/Controlling Process (continued)  Assess the Executing/ Controlling Process  Prepare for Final Deliverable Review  Conduct Final Deliverable Review  Obtain Approval to Proceed  Follow-Up After Final Deliverable Review Continued

9. ClosingExecuting/ Controlling ControllingPlanningInitiatingOpportunityAssessment Client AcceptancePlanning ApprovalInitiating ApprovalOpportunity Assessment Approval InputsDeliverables (Outputs)Closing Project Completion Project Plan Project Documentation Deliverables Acceptance Form Lessons Learned Project Closeout Report Post-Project Review HR Management Closure Exit Criteria  Key deliverables prepared  Project files archived and project logs closed  Time reporting system closed and project closed in project database tool  Project information entered into knowledge bases Closing Process  Document Final Schedule/Budget  Archive Project Files  Close Project Logs  Close Time Reporting System and Project Database Tool  Populate Existing Knowledge Bases  Begin Preparing the Project Closeout Report  Administer Team Questionnaire  Assess Client Satisfaction  Consolidate Lessons Learned  Prepare for Post-Project Review  Conduct Post-Project Review  Follow-up after Post-Project Review  Submit Lessons Learned  Conduct Final Reviews and Evaluations  Acknowledge/Recognize Project Participants  Release Project Resources