Montclair State University
Overview / PurposeLifecycle Gate Reviews ensure that all project stakeholders agree that the project is on-track and ready to move to the next activity or phase. This checklist serves as a guide for the Project Manager to ensure that the project has completed the necessary steps for the phase. Note: Depending on the size and nature of the project all or some of the gates and/or deliverables would apply. Bold font indicates activities that would be applicable for most projects Process GuidelineThe Project Manager or Project Lead (PM) works with the PMO Portfolio Manager (PoM) to prepare for the Gate Review PM identifies appropriate Lifecycle Gate Review Board members which includes key stakeholders/decision makers on the project.PM updates this Gate Review checklist and PoM reviews and provides support to ensure accuracy PoM coordinates and facilitates the review process by conducting gate review meeting. (in cases where a meeting is not feasible/necessary, approvals may be obtained via email from Review Board members)The expected outcome of the review is to arrive at one of the following conclusions. Proceed to next phase Proceed to next phase with open items Not recommended to proceed Note: The review notes should document the specific action items The templates linked below against the key activities serves as a guideline for the task. Additionally please refer to ‘Project Management Methodology’ and ‘Effective Requirements overview’ documents for guidance. PS : PoMs for the different areas - EAS Student– Jonathan Candari; TSS – Sharif Akkara; EAS non-Student & ETS – Maurice Willoughby Initiation (Pre-Plan) GatePhaseActivity Typical deliverable(template) Y/N/NAProvide the link and/or comments for the activity/deliverableInitiationIdentify a Project Lead/Manager Project Discovery Initiation InitiationIdentify a SponsorBusiness Case / Project Discovery InitiationInitiationDefine the Business Need / OpportunityBusiness Case / Project Discovery InitiationInitiationIdentify Business Objective and BenefitsBusiness Case / Project Discovery InitiationInitiationIdentify and Engage Key StakeholdersBusiness CaseInitiationIdentify Key Potential RisksRisk Log InitiationDetermine Cost/Benefit and Schedule EstimatesCost Estimating SheetPlan (Pre-Execute) GatePhaseActivity Typical deliverable(template)Y/N/NAProvide the link and/or comments for the activity/deliverablePlanAssign Project Lead/Manager PlanDefine Project ScopeProject CharterPlanDefine Project ObjectivesProject CharterPlanIdentify Project Constraints and AssumptionsProject CharterPlanDetermine Procurement and Sourcing StrategyProject Management PlanPlanDefine Project Schedule/Work PlanProject PlanPlanDefine Project Organization and GovernanceProject Management PlanPlanIdentify Other Resource RequirementsProject CharterPlanEstablish Project Life-Cycle Phase CheckpointsProject ScorecardsPlanRefine Project Cost Estimate and BudgetCost Estimating SheetPlanRefine and update Project RisksRisk LogPlanDetermine process for Issue Identification and ResolutionProject Management PlanPlanDevelop a Communication PlanCommunication PlanPlanPerform Plan Phase Handshake with ServiceDesk/Support team (identify the support group, estimated support needs and high level support parameters etc) Support Handover Document PlanConduct plan phase checkpoint with IT Network, Infrastructure and Security Design Gate (Specify and Design Phase)PhaseActivity Typical deliverable(template)Y/N/NAProvide the link and/or comments for the activity/deliverableSpecifyDefine detailed functional & non-functional RequirementRequirement DocumentSpecifyDefine detailed Reporting Requirements Requirement DocumentSpecifyEstablish Requirement Traceability Matrix Requirement Traceability MatrixSpecifyDefine Test Strategy / Plan Test PlanSpecifyDefine Infrastructure/Server needs Requirement DocumentSpecifyDefine Data Conversion/MigrationRequirement DocumentDesignDefine Business Process Workflows Technical Design DocumentDesignDevelop Data Flow Diagram (Level 0)Technical Design DocumentDesignDevelop Technical Architecture, Design, Integration and Configuration RequirementsTechnical Design DocumentDesignDesign review conducted with the Architecture Review BoardArchitecture ChecklistDesignPerform Design Phase Handshake with ServiceDesk/Support team (identify any changes required to MSU supported hardware or images etc)Support Handover DocumentDesignDefine Training PlanTraining PlanDesignConduct design phase checkpoint with IT Network, Infrastructure and SecurityBuild (Configure) GatePhaseActivity Typical deliverable(template)Y/N/NAProvide the link and/or comments for the activity/deliverableBuildBuild Completed and Reviewed / Unit testedTest LogBuildDocument Maintenance InstructionsMaintenance ManualBuildDevelop Test scenarios / cases Test scenarios / casesBuildEstablish Requirement Traceability to testcasesRequirement Traceability MatrixTest GatePhaseActivity Typical deliverable(template)Y/N/NAProvide the link and/or comments for the activity/deliverableTestComplete System Testing Test LogTestComplete User Acceptance Testing Test LogTest Complete Non-functional TestingTest LogTestBring all Open Issues/Defects to closureDefect LogTestDevelop User/Training Manual Training ManualPre-Release / CutoverPhaseActivity Typical deliverable(template)Y/N/NAProvide the link and/or comments for the activity/deliverablePre-ReleaseConduct Pre-release checkpoint with IT Network, Infrastructure and SecurityPre-ReleasePrepare Go-Live communication / Release DescriptionRelease Notes / Release CommunicationPre-ReleasePerform Release Phase Handshake / Final Handover with ServiceDesk/Support team (necessary ServiceNow updates done to reflect new assignment groups, users, approvers and any generic email for incident routing etc)Support Handover DocumentPre-ReleasePrepare Deployment / Back-out PlanPre-ReleaseComplete updates to the MSU website Pre-ReleaseConfirm all Systems Acceptance Criteria is metOperational HandoverPre-ReleaseIdentify ongoing support needs and responsibilities Operational HandoverPre-ReleaseIdentify ongoing training needs and responsibilities Operational HandoverPost Go-Live / Closure Gate PhaseActivity Typical deliverable(template)Y/N/NAProvide the link and/or comments for the activity/deliverableClosureClose and store vendor agreements, contracts and records ClosureComplete retirement plans (for systems being replaced) ClosureConduct Lessons Learned meeting / Post MortemLessons Learned ................
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