Reference Document Project Phase Checklist Tasks

PROJECT MANAGEMENT

Reference Document

Project Phase Checklist Tasks

VERSION 1.0 UPDATED 2/8/19

PROJECT PHASE CHECKLIST TASKS

VERSION INFORMATION (THIS DOCUMENT)

Version

Owner

Version Notes

1.0

Release Date 2/8/2019

NU Facilities

This is the original version of the document; content within represents delivered system functionality at PM Module go-live (11/27/2018), and has been verified as up-to-date of this document's release (2/8/19)

DOCUMENT SUMMARY

This reference document outlines each of the project Phase Checklists and associated checklist tasks available in Facilities Connect.

The purpose of this document is to provide applicable users with support in consideration of large / small project template usage, and for selection of appropriate project phases (in the context of his/her projects).

REVISION HISTORY

Most Recent

Version 1.0 -----

Release Date 2/8/2019 -----

Action Created -----

Owner NU Facilities -----

Project Phase Checklists

Phase 0.0 Initial Request

Number of Phase Checklist Items 1

CHECKLIST ITEM 01. Initial Request activities and deliverables for this phase have been completed

Applicable Template(s) Large / Small Project

CATEGORY Approvals

Updated 2/8/2019

Page 1 of 23

Phase - 0.0 Initial Request

Project Phase Checklists

Phase 1.0 Feasibility & Pre-Design

Number of Phase Checklist Items 13

CHECKLIST ITEM

01. Confirm with School/Department that request should be investigated 02. Identify intended funding source for project 03. Identify budget tolerance from requester 04. Identify preferred completion date from requester 05. Meet with Stakeholders and User Groups to develop Program of Requirements 06. Investigate existing conditions to identify feasibility, risks, and opportunities 07. Consult with FM stakeholders as needed for expertise or to coordinate 08. Develop Scope of Work Program, Drawing(s), Narrative, etc. 09. Draft Project Definition Package 10. Review completed documents with Project Sponsor, User Groups and Stakeholders for approval 11. Submit Estimate Request to Customer Service 12. Assist assigned PM and/or Shops as needed to complete Estimate, and submit to customer 13. Estimate Summary Approved

Applicable Template(s) Small Project

CATEGORY

Approvals Funding Budget Schedule Program of Requirements Existing Conditions FM Stakeholders Scope of Work Deliverables Approvals Scope of Work Project Team Approvals

Updated 2/8/2019

Page 2 of 23

Phase - 1.0 Feasibility & Pre-Design

Project Phase Checklists

Phase 1.1 Feasibility

Number of Phase Checklist Items 23

CHECKLIST ITEM

01. Communicate with requester to understand scope/scale of request 02. Establish Project Goals 03. Establish Brief Project Description 04. Identify intended funding source for project 05. Identify budget tolerance from requester 06. Estimate project area and $/SF per project type (Rough Order of Magnitude) 07. Identify preferred completion date from requester 08. Consult with FM stakeholders as needed to coordinate with other projects or initiatives 09. Determine dependencies, conflicts, and opportunities related to other projects or initiatives 10. Determine scale of project team -- internal and external, consulted and decision makers 11. Perform high-level code/zoning review to determine project feasibility, necessary approvals 12. Investigate existing conditions to identify feasibility, risks, and opportunities 13. N/A 14. N/A 15. N/A 16. N/A 17. N/A 18. Draft Project Definition Package 19. Draft Strategic Space Request (SSR) summarizing project definition 20. Confirm with School/Department that request should be investigated 21. Confirm with Provost Office that request should be investigated 22. Submit request to Strategic Space Committee Workgroup to be added to agenda 23. Submit Strategic Space Resolution (SSR) to the Strategic Space Committee for approval to study further

Applicable Template(s) Large Project

CATEGORY

University Stakeholders Scope of Work Scope of Work Funding Budget Budget Schedule FM Stakeholders Logistics Project Team Jurisdictional Existing Conditions Outreach Space Program Floor Plans Blocking & Stacking Sustainability Deliverables Deliverables Approvals Approvals Approvals Approvals

Updated 2/8/2019

Page 3 of 23

Phase - 1.1 Feasibility

 ................
................

In order to avoid copyright disputes, this page is only a partial summary.

Google Online Preview   Download