Templates

Project Management is a discipline of repeatable processes. As a result, using standardized templates and tools provides consistency and efficiency. Click on the Which Templates Should I Use and When? title to expand the view and assist you in determining which templates may be helpful to use on your project. Additionally, click on the Sample Library title to expand the view and view artifiacts from actual State of California projects.

CA-PMF Templates
A collection of CA-PMF templates has been created to help guide the project team throughout the project lifecycle. Using these templates not only can save valuable time, but also can promote consistency among the documents developed by the project team and across projects in the organization’s portfolio. Click on the CA-PMF Template titles to expand the view and download the CA-PMF templates.

PAL and Oversight Templates
The Statewide Information Management Manual (SIMM) contains documents and instructions pertaining to the Project Approval Lifecycle (PAL) and the Information Technology Project Oversight Framework. See SIMM 19 for information regarding PAL and SIMM 45 for information regarding the IT Project Oversight Framework. Click on the Additional Templates title to expand the view and see links to the PAL and Oversight templates.

SDLC Tools
The Department of Technology has also developed a collection of Software Development Life Cycle (SDLC) tools. Click on the Additional Templates title to expand the view and access the SDLC tools.

Which Templates Should I Use and When?

Which Templates Should I Use and When? (PDF) has been developed to assist you in determining which templates may be helpful to use on your project based on project complexity (low, medium, high). The Complexity Assessment is located at SIMM 45, Appendix C.

Types of CA-PMF Templates
The CA-PMF templates have been developed to accommodate differences in the relative experience of project teams. As a result, the CA-PMF templates have been designed in two formats. The first format includes detailed instructions and example text, and the second format provides the template shell. The templates are provided in Microsoft Word format, with a few (where appropriate) generated in Microsoft Excel, allowing for simple customization and tailoring.

Download Complete CA-PMF Template Collection

The following table links contain downloads to the complete collection of the CA-PMF templates. Select the set with instructions or the template shells or download both for future convenience.

 Templates with InstructionsTemplates Shells
Complete CA-PMF Template CollectionDownload (ZIP) Download (ZIP)
Download CA-PMF Templates by Process Phase or Individually

Download CA-PMF Templates by Process Phase or Individually”]The following table contains the templates that accompany the CA-PMF separated by Process Phase. Next to each is a brief description and corresponding links to download.

You can download the entire collection of CA-PMF templates using the panel above called, “Download Complete CA-PMF Template Collection,” or by Process Phase or individually in the table below. The templates were developed using Microsoft Office or Excel and are available in two formats: with instructions or the shell only.

Process Phase / Template NameDescription of TemplateTemplate with InstructionsTemplate Shell
Concept Process Phase
Download all templates within the Concept Process Phase.Download (ZIP)Download (ZIP)
Concept Development and Readiness Assessment TemplateThis template helps the project team determine (1) if an appropriate and complete business case has been developed, (2) if the associated project impacts have been identified, and (3) if the project should be undertaken.

The template will also help to identify the business drivers, problems, opportunities, and objectives the project is intended to address. The written description of these factors outline the information so that it is clear how the project concept aligns with the strategic direction of the organization. The assessment also provides a determination of the sponsoring organization’s readiness for undertaking and accepting the project results, and an analysis of possible organizational impacts.
Download (DOC)Download (DOC)
Concept Process Phase Checklist TemplateIdentifies the key activities that are to be completed during the Concept Process Phase.Download (DOC)Download (DOC)
Initiating Process PhaseDownload all templates within the Initiating Process Phase.Download (DOC) Download (DOC)
Project Charter TemplateFormally authorizes a project. It describes the business need for the project and the anticipated project results. It formalizes the existence of the project and provides the project with the authority to expend organizational resources to support project activities.Download (DOC) Download (DOC)
Project Charter Template (Mini)The mini is designed for the smaller of the low complexity projects, pilot projects, and those who are exploring a proof of concept. The standard version is for all other projects.Download (DOC) Download (DOC)
Stakeholder Register TemplateIdentifies the organizations and individuals with a role in the project. The Register provides important input for the planning of governance and communication for the project.Download (DOC) Download (DOC)
RACI Matrix TemplateIdentifies the level of responsibility held by each owner in the creation, review, and approval of project products or documents during each project phase.Download (XLS)Download (XLS)
RACI Matrix Template (Mini)The mini is designed for the smaller of the low complexity projects, pilot projects, and those who are exploring a proof of concept. The standard version is for all other projects.Download (
(XLS)
Download (XLS)
Project Priorities Assessment TemplateAn assessment tool to be completed for key Stakeholders. The assessment serves to identify the priorities of the project.Download (DOC) Download (DOC)
Project Document Approval TemplateThis document can be used to circulate documents for review and approval. Attach to those plans and documents that need to be reviewed or signed off. Use is dependent on the project size and scope and the needs of the project team.Download (DOC) Download (DOC)
Initiating Process Phase Checklist TemplateIdentifies the key activities that are to be completed during the Initiating Process Phase.Download (DOC) Download (DOC)
Planning Process PhaseDownload all templates within the Planning Process Phase.Download (ZIP)Download (ZIP)
Project Management Plan (PMP) TemplateDocumented processes and procedures for how the project will be managed. For smaller projects, the PMP may be a single integrated plan with sections that address each applicable project management topic. Larger and more complex projects may require development of individual subsidiary plans, in addition to the PMP.Download (DOC)Download (DOC)
Project Management Plan (PMP) Template (Mini)The mini is designed for the smaller of the low complexity projects, pilot projects, and those who are exploring a proof of concept. The standard version is for all other projects.Download (DOC) Download (DOC)
Change Control Management Plan TemplateDescribes how changes will be identified, submitted, monitored, and controlled. Provides direction for managing the change control process, including a formal Change Control Board (CCB). Supporting documentation includes:

  • Change Request Form

  • Change Request Log

Download (DOC) Download (DOC)
Change Request Form TemplateDocuments and ensures that information captured relating to change is consistent throughout the project. Consistent information enables change approvers to make better, more informed decisions project-wide.
The change request form includes an analysis report that is tied to a particular change request. This uses information from the change request form to begin populating the analysis.
Download (DOC) Download (DOC)
Change Request Log TemplateProvides an at-a-glance view of the number and types of changes currently being considered by the project.Download (XLS) Download (XLS)
Communication Management Plan TemplateIdentifies project communication needs and expectations based on Stakeholder requirements. Describes how this information will be communicated, when and where each communication will be made, and who is responsible for providing each type of communication.
Supporting documentation includes:
  • Project Status Reports (Oversight
Download (DOC) Download (DOC)
Contract Management Plan TemplateDocuments the activities and processes that need to be performed by the project team to ensure that the goods and services being contracted for are provided. This plan also discusses the various contractor interactions that must be managed and the associated roles and responsibilities.Download (DOC) Download (DOC)
Corrective Action Plan TemplateDocuments processes to investigate the root cause of unanticipated problems and process issues encountered during the project lifecycle to prevent the causes from recurring during the project.Download (DOC) Download (DOC)
Cost Management Plan Template
Describes how costs will be planned, structured, and controlled.
Supporting documentation includes:
  • Cost Baseline
Download (DOC)Download (DOC)
Governance Management Plan TemplateDescribes the process for making project decisions. Provides the Project Manager and project team with the structure, processes, decision-making models, and tools for managing a project.Download (DOC)Download (DOC)
Human Resources (HR) and Staff Management Plan TemplateDescribes how project roles, responsibilities, reporting relationships, and staff management will be structured. Describes agreements on resources required to do the project work, when work commences, and for how long. This may include both state and contractor staff.
Supporting documentation includes:
  • Project Organization Chart

  • Skills Assessment
Download (DOC)Download (DOC)
Implementation Management Plan TemplateDescribes how the system developed by the project will be implemented in the target environment. In the event of statewide implementations, the plan addresses how the system will be implemented into each site and location.Download (DOC)Download (DOC)
Issue Management Plan TemplateDescribes how issue management activities will be structured and performed.
Supporting documentation includes:
  • Issue Log
Download (DOC)Download (DOC)
Issue Log TemplateDocuments project issues so that they may be managed to reduce negative impacts on the project.Download (XLS)Download (XLS)
Maintenance & Operations (M&O) Transition Management Plan TemplateDescribes how project deliverables such as products or services are transferred to the operational environment and integrated into ongoing operations.Download (DOC)Download (DOC)
Meeting Agenda & Minutes TemplateHelps to document who will attend and what the planned items of discussion are to be. Once the meeting has concluded the minutes document what has been decided or agreed to and tracks action items including who is responsible and when the items that they are assigned are to be completed by.Download (DOC)Download (DOC)
Procurement Management Plan TemplateDescribes how a project team will acquire goods. Describes how the procurement processes will be managed, from the development of procurement documents through contract closure.
Supporting documentation includes:
  • Corrective Action Plan
Download (DOC)Download (DOC)
Project Organization Chart TemplateDiagram that shows the structure of the project including relationships and a command hierarchy.Download (DOC)Download (DOC)
Quality Management Plan TemplateDescribes how an organization's quality policies will be implemented.
Supporting documentation includes:
  • Process Improvement Plan
Download (DOC) Download (DOC)
Requirements Management Plan TemplateDescribes how requirements will be gathered, defined, analyzed, documented, and managed. Requirements Management is traditionally a component of Scope Management, but it is elevated in the CA-PMF, because lessons learned indicate this is a particularly difficult area for many project teams.
Supporting documentation includes:
  • Requirements Traceability Matrix (RTM)
Download (DOC) Download (DOC)
Requirements Traceability Matrix (RTM) TemplateReusable tool for collecting and establishing requirements. It links each requirement to business needs and goals as well as project objectives. Download (XLS) Download (XLS)
Risk Management Plan Template
Describes how risk management activities will be structured and performed.
Supporting documentation includes:
  • Risk Register

  • Risk Assessment (Oversight)

Download (DOC) Download (DOC)
Risk Register TemplateDocuments and manages known risks in accordance with the Risk Management Plan (may be incorporated within the PMP). This includes tracking information such as probability, impact, triggers, mitigation plans, and contingency plans. Download (XLS) Download (XLS)
Schedule Management Plan Template
Describes the criteria and the activities for developing, monitoring, and controlling the schedule.
Supporting documentation includes:
  • Schedule Baseline
Download (DOC) Download (DOC)
Scope Management Plan TemplateDescribes how the scope will be defined, developed, monitored, and controlled.
Supporting documentation includes:
  • Scope Baseline

  • Work Breakdown Structure (WBS)

Download (DOC)Download (DOC)
Skills Assessment TemplateAssesses project team members’ skills and identifies how those skills align with the project needs. Download (DOC) Download (DOC)
Stakeholder Management Plan TemplateDescribes the processes, procedures, tools, and techniques to effectively engage Stakeholders in project decisions based on Stakeholder needs, interests, and requirements. For smaller projects, may be incorporated into the Communication Management Plan. Supporting documentation includes:
  • Stakeholder Register
Download (DOC) Download (DOC)
Work Breakdown Structure (WBS) TemplateDecomposition (break down) of a project into smaller components in order to organize the project work into manageable work packages. Download (DOC) Download (DOC)
Planning Process Phase Checklist TemplateLists specific milestones used to confirm completion of project process phases as part of the acceptance process. Download (DOC) Download (DOC)
Executing Process PhaseDownload all templates within the Executing Process Phase. Download (ZIP) Download (ZIP)
Deliverable Expectation Document (DED)
Template
DEDs provide a basis for the development and submission of deliverables. It is a tool to avoid miscommunication, to ensure that the state and contractor possess a mutual understanding about deliverable content and scope. Download (DOC) Download (DOC)
Work Authorization TemplateUsed to authorize the contractor to complete work that is not specifically outlined in the contract, but is aligned with the overall scope of the contract. This work is unanticipated and discovered during the course of the contract, and funds must be available in the contract. Download (DOC) Download (DOC)
Process Improvement Plan TemplateIdentifies quality management-specific standards and practices, assessment, monitoring, and correction of the core Project Management processes followed by the project. Download (DOC) Download (DOC)
Operational Readiness Assessment (ORA) TemplateIs part of the transition of the project’s software release or other end product to Maintenance & Operations and the production environment. The assessment provides and documents a comprehensive analysis of all facets of readiness, including organizational readiness and contingency planning, prior to the implementation.Download (DOC) Download (DOC)
Formal Product Acceptance TemplateUsed by project teams to document formal acceptance of a major deliverable, phase, or completion of the project. Download (DOC) Download (DOC)
Sponsorship Commitment Survey TemplateUsed by project teams to assess the involvement and support provided by the Project Sponsor. Download (DOC) Download (DOC)
Team Effectiveness Survey TemplateUsed by project teams to assess the effectiveness of how the project team works together. Download (DOC) Download (DOC)
Executing Process Phase Checklist TemplateIdentifies the key activities that are to be completed during the Executing Process Phase. Download (DOC) Download (DOC)
Closing Process PhaseDownload all templates within the Closing Process Phase. Download (DOC) Download (DOC)
Lessons Learned TemplateThe lessons learned documentation represents knowledge and experience gained during the project. It documents how project events were addressed, and how they should be addressed in the future, with the purpose of improving future performance. Download (DOC) Download (DOC)
Project Closeout Report TemplateThe project closeout report documents the final and remaining activities of the project. Download (DOC) Download (DOC)
Closing Process Phase Checklist TemplateIdentifies the key activities that are to be completed during the Closing Process Phase. Download (DOC) Download (DOC)
Additional Templates (PAL, Oversight, and SDLC)

Additional Templates (PAL, Oversight, and SDLC)”]In addition to the CA-PMF templates, additional resources have been developed by CDT. These relate to the Project Approval Lifecycle (PAL) process, Oversight processes, and Software Development Lifecycle (SDLC) plans and tools. While they are not part of the CA-PMF, they are supplemental to the state’s project management processes.

Project Approval Lifecycle (PAL) Templates

The PAL includes four stages, separated by gates that are specifically tailored for IT projects. The stages include specific entrance criteria, activities within each stage, and exit criteria. Each has its own template, and instructions that can be found under the Statewide Information Management Manual (SIMM) 19.

Oversight Templates

The Department of Technology’s Project Approvals and Oversight (PAO) has approval, suspension, termination, and oversight authority for California State information technology projects (Government Code § 11546, et al). This includes maintaining policies and procedures for the approval, management, oversight, and continuation of IT projects. Templates and other information related to oversight reporting requirements can be found under the Statewide Information Management Manual (SIMM) 45 on the Project Delivery website.

Software Development Life Cycle (SDLC) Plans and Tools

The Department of Technology has also developed a collection of Software Development Lifecycle (SDLC) plans and tools.

Sample Library

A Sample Library of project artifacts has been developed from actual State of California projects. These samples provide real-world project approaches for key CA-PMF template content. The contents of the Sample Library will continue to evolve over time as additional samples are added. How to Use the Sample Library? Follow these four steps to identify appropriate project samples from the Sample Library.

 

  1. What CA-PMF template are you working on? Chose a CA-PMF template from the left column bold headers.
  2. Some template headers are broken down into sections with sub-headers. If this is the case,  identify the Sample Library chart row by choosing the template section you are most interested in. Follow that row entry to the right.
  3. What is the size of your project? The Sample Library’s top row header designates a project size for each column (Small, Medium, Large, or Mega). This size should correspond to the size of your project. The following table provides guidance on your project size based on the duration and the cost of the project.[table “35” not found /]
  4. Read the Sample Library entry for the item at the intersection of template section and project size. The naming convention for each sample is: “[Department, Project, and Page or Page Range]. For example, if looking for a sample of a Project Charter introduction for a Mega sized project, you would find the entry outlined in the table below and see the following naming convention: [BOE (CROS) Charter – 5-8]. This represents the Board of Equalization’s (BOE’s) CROS project Charter document, pages 5 through 8. Click on the link to download the Sample Library artifact. Scroll to the page range noted to find the sample text.

 

 

Current Sample Library Projects

The Sample Library is currently comprised of artifacts from the following departments and projects:

  • California State Board of Equalization (BOE) – Centralized Revenue Opportunity System (CROS)
  • Department of Health Care Services (DHCS) – California Medicaid Management Information System (CA-MMIS)
  • Employee Development Department (EDD) – e-Services Work Opportunity Tax Credit (eWOTC)
  • Financial Information System for California (FI$Cal)
  • Franchise Tax Board (FTB) – Enterprise Data to Revenue (EDR)
  • State Treasurer’s Office (STO) – Debt Management System II (DMS II)

The samples are grouped by their content serving as an appropriate example for a project of a certain size– including small, medium, large, and mega-sized projects. Note that a Sample Library entry proposed for a medium sized project’s Charter Scope Statement, for example, may actually point to content from a large sized, real-world project.  We found that oftentimes larger projects included summary statements that would be useful as a smaller project’s core content.

 

Sample Library

The table below lists the CA-PMF templates and provides a library sample for each template section where available. Click on the link to download the sample.

 

1. What CA-PMF Template Are You Working On? 2. What Size is Your Project?   
Small MediumLarge Mega
Initiating Process Phase
Project Charter
Introduction EDD (eWOTC) Charter – 3 (PDF) STO (DMS II) Charter – 3 (PDF) STO (DMS II) Charter – 3 (PDF) BOE (CROS) Charter – 5-8 (PDF)
Business Problem/OpportunityEDD (eWOTC) Charter – 3 (PDF) STO (DMS II) Charter – 3 (PDF) STO (DMS II) Charter – 3-4 (PDF) BOE (CROS) Charter – 6-8 (PDF)
Strategic Alignment

BOE (CROS) Charter – 11-12 (PDF) BOE (CROS) Charter – 11-12 (PDF) BOE (CROS) Charter – 11-12 (PDF) BOE (CROS) Charter – 11-12 (PDF)
Project Scope Description EDD (eWOTC) Charter – 5 (PDF) STO (DMS II) Charter – 4-5 (PDF) STO (DMS II) Charter – 4-5 (PDF) BOE (CROS) Charter – 9 (PDF)
Roles and Responsibilities STO (DMS II) Charter – 7-13 (PDF) STO (DMS II) Charter – 7-13 (PDF) STO (DMS II) Charter – 7-13 (PDF) BOE (CROS) Charter – 17-18 (PDF)
Approach BOE (CROS) Charter – 8-13 (PDF) BOE (CROS) Charter – 8-13 (PDF) FTB (EDR) Project Management Plan – 14-18 (PDF) FTB (EDR) Project Management Plan – 4-18 (PDF)
Organization EDD (eWOTC) Charter – 7 (PDF) STO (DMS II) Charter – 9 (PDF) FTB (EDR) Project Management Plan – 26-32 (PDF) FTB (EDR) Project Management Plan – 26-32 (PDF)
Stakeholder Register
Stakeholder Identification FI$Cal Sub-Project Management Plan – 44-47 (PDF) FI$Cal Sub-Project Management Plan – 44-47 (PDF)
Stakeholder Classification FI$Cal Sub-Project Management Plan – 46-47 (PDF) FI$Ca Sub-Project Management Plan – 46-47 (PDF)
RACI Matrix
BOE (CROS) Project Management Plan – 44-47 (PDF) BOE (CROS) Project Management Plan – 44-47 (PDF)
Project Priorities Assessment
Priority Analysis STO (DMS II) Charter – 5-6 (PDF)
Planning Process Phase
Project Management Plan (PMP)
Approach BOE (CROS) Project Management Plan – 11-13 (PDF) BOE (CROS) Project Management Plan – 11-13 (PDF) DHCS (CA-MMIS) Project Management Plan – 7-9 (PDF) DHCS (CA-MMIS) Project Management Plan – 7-9 (PDF)
Roles and Responsibilities STO (DMS II) Charter - 7-8 & 10 through 13 (PDF) STO (DMS II) Charter - 7-8 & 10 through 13 (PDF) BOE (CROS) Project Management Plan – 34-47 (PDF) FTB (EDR) Project Management Plan – 59-70 (PDF)
Scope Management BOE (CROS) Project Management Plan – 23 (PDF) BOE (CROS) Project Management Plan – 23 (PDF) BOE (CROS) Project Management Plan – 23 (PDF) DHCS (CA-MMIS) Project Management Plan – 47-49 (PDF)
Schedule Management BOE (CROS) Project Management Plan – 23-24 (PDF) BOE (CROS) Project Management Plan – 23-24 (PDF) BOE (CROS) Project Management Plan – 23-24 (PDF) DHCS (CA-MMIS) Project Management Plan – 50-51 (PDF)
Cost/Budget Management BOE (CROS) Project Management Plan – 24 (PDF) BOE (CROS) Project Management Plan – 24 (PDF) BOE (CROS) Project Management Plan – 24 (PDF) FI$Cal Sub-Project Management Plan – 64-65 (PDF)
Quality Management BOE (CROS) Project Management Plan – 24-25 (PDF) BOE (CROS) Project Management Plan – 24-25 (PDF) BOE (CROS) Project Management Plan – 24-25 (PDF) DHCS (CA-MMIS) Project Management Plan – 39-41 (PDF)
Human Resource Management BOE (CROS) Project Management Plan – 16-18 (PDF) BOE (CROS) Project Management Plan – 16-18 (PDF) BOE (CROS) Project Management Plan – 16-18 (PDF) BOE (CROS) Project Management Plan – 16-18 (PDF)
Communications ManagementBOE (CROS) Project Management Plan – 48-66 (PDF) BOE (CROS) Project Management Plan – 48-66 (PDF) BOE (CROS) Project Management Plan – 48-66 (PDF) DHCS (CA-MMIS) Project Management Plan – 20-22 (PDF)
Risk Management BOE (CROS) Project Management Plan – 25 (PDF) BOE (CROS) Project Management Plan – 25 (PDF) FI$Cal Sub-Project Management Plan – 72-83 (PDF) FI$Cal Sub-Project Management Plan – 72-83 (PDF)
Issue Management BOE (CROS) Project Management Plan – 26 (PDF) BOE (CROS) Project Management Plan – 26 (PDF) FI$Cal Sub-Project Management Plan – 83-86 (PDF) FI$Cal Sub-Project Management Plan – 83-86 (PDF)
Procurement Management FI$Cal Sub-Project Management Plan – 66-71 (PDF) FI$Cal Sub-Project Management Plan – 66-71 (PDF) FI$Cal Sub-Project Management Plan – 66-71 (PDF) FI$Cal Sub-Project Management Plan – 66-71 (PDF)
Stakeholder Management FI$Cal Sub-Project Management Plan – 42-54 (PDF)FI$Cal Sub-Project Management Plan – 42-54 (PDF)FI$Cal Sub-Project Management Plan – 42-54 (PDF) FI$Cal Sub-Project Management Plan – 42-54 (PDF)
Change Control Management Plan
Introduction BOE (CROS) Change Management Plan – 6 (PDF) BOE (CROS) Change Management Plan – 6 (PDF) BOE (CROS) Change Management Plan – 6 (PDF) FI$Cal Change Control Management Plan – 7 (PDF)
ApproachBOE (CROS) Change Management Plan – 8-16 (PDF) BOE (CROS) Change Management Plan – 8-16 (PDF) BOE (CROS) Change Management Plan – 8-16 (PDF) FI$Cal Change Control Management Plan – 21-22 (PDF)
Roles and Responsibilities BOE (CROS) Change Management Plan – 7 (PDF) BOE (CROS) Change Management Plan – 7 (PDF) BOE (CROS) Change Management Plan – 7 (PDF) FI$Cal Change Control Management Plan – 12 (PDF)
Change Control Process BOE (CROS) Change Management Plan – 8-16 (PDF) BOE (CROS) Change Management Plan – 8-16 (PDF) BOE (CROS) Change Management Plan – 8-16 (PDF) FI$Cal Change Control Management Plan – 23-29 (PDF)
Change Control Board BOE (CROS) Change Management Plan – 7 & 15 (PDF) BOE (CROS) Change Management Plan – 7 & 15 (PDF) BOE (CROS) Change Management Plan – 7 & 15 (PDF) FI$Cal Change Control Management Plan – 12 (PDF)
Project Change Request Tracking BOE (CROS) Change Management Plan – 8-16 (PDF) BOE (CROS) Change Management Plan – 8-16 (PDF) BOE (CROS) Change Management Plan – 8-16 (PDF) FI$Cal Change Control Management Plan – 30 (PDF)
Change Control Tracking System BOE (CROS) Change Management Plan – 8-16 (PDF) BOE (CROS) Change Management Plan – 8-16 (PDF) BOE (CROS) Change Management Plan – 8-16 (PDF)
Change Request Reporting FI$Cal Change Control Management Plan – 32-33 (PDF)
Communication Management Plan
Roles and Responsibilities STO (DMS II) Project Communication Management Plan – 9-10 (PDF) STO (DMS II) Project Communication Management Plan – 9-10 (PDF)
Stakeholder Communication Requirements STO (DMS II) Project Communication Management Plan – 26-31 (PDF) STO (DMS II) Project Communication Management Plan – 26-31 (PDF)
Information Collection Sources and Responsibilities STO (DMS II) Project Communication Management Plan – 26-31 (PDF) STO (DMS II) Project Communication Management Plan – 26-31 (PDF)
Distribution Channel STO (DMS II) Project Communication Management Plan – 26-31 (PDF) STO (DMS II) Project Communication Management Plan – 26-31 (PDF)
Communications Register STO (DMS II) Project Communication Management Plan – 31 (PDF) STO (DMS II) Project Communication Management Plan – 31 (PDF)
Define Guidelines for Project Communication Meetings STO (DMS II) Project Communication Management Plan – 22-23 (PDF) STO (DMS II) Project Communication Management Plan – 22-23 (PDF)
Project Meeting Schedules STO (DMS II) Project Communication Management Plan – 26-30 (PDF) STO (DMS II) Project Communication Management Plan – 26-30 (PDF)
Communication Tools STO (DMS II) Project Communication Management Plan – 19-21 (PDF) STO (DMS II) Project Communication Management Plan – 19-21 (PDF)
Cost Management Plan
Introduction STO (DMS II) Cost Management Plan – 4-5 (PDF) BOE (CROS) Cost Management Plan – 5-6 (PDF)
Approach STO (DMS II) Cost Management Plan – 7-13 (PDF) BOE (CROS) Cost Management Plan – 5-27 (PDF)
High-level Workflows and Activities BOE (CROS) Cost Management Plan – 5-28 (PDF)
Tools and Environment BOE (CROS) Cost Management Plan – 19-28 (PDF)
Roles and Responsibilities STO (DMS II) Cost Management Plan – 6-7 (PDF) BOE (CROS) Cost Management Plan – 7-8 (PDF)
Cost Management ProcessSTO (DMS II) Cost Management Plan – 7-13 (PDF) BOE (CROS) Cost Management Plan – 15-23 (PDF)
Cost Estimating and Expenditures STO (DMS II) Cost Management Plan – 8-9 (PDF) BOE (CROS) Cost Management Plan – 9-15 (PDF)
Reporting Formats STO (DMS II) Cost Management Plan – 11 (PDF) STO (DMS II) Cost Management Plan – 11 (PDF) BOE (CROS) Cost Management Plan – 19-28 (PDF)
Measuring Project Costs STO (DMS II) Cost Management Plan – 9-12 (PDF) BOE (CROS) Cost Management Plan – 15-21 (PDF)
Cost Monitoring and Control STO (DMS II) Cost Management Plan – 9-11 (PDF) BOE (CROS) Cost Management Plan – 11-32 (PDF)
Cost Change Control STO (DMS II) Cost Management Plan – 11-12 (PDF) STO (DMS II) Cost Management Plan – 11-12 (PDF) BOE (CROS) Cost Management Plan – 11-18 (PDF)
Cost Closeout STO (DMS II) Cost Management Plan – 13 (PDF)
Governance Management Plan
Introduction STO (DMS II) Governance Plan – 4-5 (PDF) DHCS (CA-MMIS) Governance Management Plan – 6-12 (PDF)
Governance Approach DHCS (CA-MMIS) Governance Management Plan – 12-16 (PDF)
Governing Bodies STO (DMS II) Governance Plan – 9-12 (PDF) DHCS (CA-MMIS) Governance Management Plan –10-13 (PDF)
Decision Making Authority STO (DMS II) Governance Plan – 12 (PDF) DHCS (CA-MMIS) Governance Management Plan –21 (PDF)
Steering Committee Process STO (DMS II) Governance Plan – 12 (PDF) DHCS (CA-MMIS) Governance Management Plan –21 (PDF)
Project Governance Structure STO (DMS II) Governance Plan – 9-12 (PDF) DHCS (CA-MMIS) Governance Management Plan –8 (PDF)
Roles and Responsibilities STO (DMS II) Governance Plan – 6-8 (PDF) DHCS (CA-MMIS) Governance Management Plan – Appendix A 24-28 (PDF)
Governance Processes STO (DMS II) Governance Plan – 9-14 (PDF) DHCS (CA-MMIS) Governance Management Plan –12-15 (PDF)
Project Monitoring STO (DMS II) Governance Plan – 9-14 (PDF) DHCS (CA-MMIS) Governance Management Plan –16-17 (PDF)
HR and Staff Management Plan
Introduction FTB (EDR) HR Management Plan – 5-9 (PDF) FTB (EDR) HR Management Plan – 5-9 (PDF)
HR Planning Approach FTB_EDR_HR Management Plan (2) FTB_EDR_HR Management Plan (3)
HR Plan Development Roles and Responsibilities FTB (EDR) HR Management Plan – 29-31 (PDF) FTB (EDR) HR Management Plan – 29-31 (PDF)
Required Staffing Skills and Competencies FTB (EDR) HR Management Plan – 34-54 (PDF) FTB (EDR) HR Management Plan – 34-54 (PDF)
Staff Acquisition Strategy FTB (EDR) HR Management Plan – 7-9 (PDF) FTB (EDR) HR Management Plan – 7-9 (PDF)
Project Orientation FTB (EDR) HR Management Plan – 9-11 (PDF) FTB (EDR) Project HR Management Plan – 9-11 (PDF)
Admin and Performance Management Approach FTB (EDR) HR Management Plan – 11-16 (PDF) FTB (EDR) HR Management Plan – 11-16 (PDF)
Staff Transition PlanFTB (EDR) HR Management Plan – 16-17 (PDF) FTB (EDR) HR Management Plan – 16-17 (PDF)
Staff Replacement FTB (EDR) HR Management Plan – 17-18 (PDF) FTB (EDR) HR Management Plan – 17-18 (PDF)
Transition at Project Completion FTB (EDR) HR Management Plan – 20-23 (PDF) DHCS_CA_MMIS_IssueManagementPlan
Issue Management Plan
Introduction DHCS (CA-MMIS) Issue Management Plan – 10-14 (PDF) DHCS (CA-MMIS) Issue Management Plan – 10-14 (PDF)
Approach DHCS (CA-MMIS) Issue Management Plan – 15 (PDF) DHCS (CA-MMIS) Issue Management Plan – 15 (PDF)
Roles and Responsibilities DHCS (CA-MMIS) Issue Management Plan – 33-34 (PDF) DHCS (CA-MMIS) Issue Management Plan – 33-34 (PDF)
Issue Log DHCS (CA-MMIS) Issue Management Plan – 29-32 (PDF) DHCS (CA-MMIS) Issue Management Plan – 29-32 (PDF)
Issue Identification DHCS (CA-MMIS) Issue Management Plan – 21-22 (PDF) DHCS (CA-MMIS) Issue Management Plan – 21-22 (PDF)
Issue AnalysisDHCS (CA-MMIS) Issue Management Plan – 21-23 (PDF) DHCS (CA-MMIS) Issue Management Plan – 21-23 (PDF)
Issue Resolution DHCS (CA-MMIS) Issue Management Plan – 23-25 (PDF) DHCS (CA-MMIS) Issue Management Plan – 23-25 (PDF)
Issue Control DHCS (CA-MMIS) Issue Management Plan – 25-29 (PDF) DHCS (CA-MMIS) Issue Management Plan – 25-29 (PDF)
Issue Tracking and Reporting DHCS (CA-MMIS) Issue Management Plan – 17-25 (PDF) DHCS (CA-MMIS) Issue Management Plan – 17-25 (PDF)
Issue Escalation DHCS (CA-MMIS) Issue Management Plan – 27-28 (PDF) DHCS (CA-MMIS) Issue Management Plan – 27-28 (PDF)
Issue Log
Introduction STO (DMS II) Project Risk Management Plan – 59 (PDF) STO (DMS II) Project Risk Management Plan – 59 (PDF) DHCS (CA-MMIS) Issue Management Plan – 9-13 (PDF) DHCS (CA-MMIS) Issue Management Plan – 9-13 (PDF)
Issue Identification STO (DMS II) Project Risk Management Plan – 37-39 (PDF) STO (DMS II) Project Risk Management Plan – 37-39 (PDF) DHCS (CA-MMIS) Issue Management Plan – 21-22 (PDF) DHCS (CA-MMIS) Issue Management Plan – 21-22 (PDF)
Issue Resolution STO (DMS II) Project Risk Management Plan – 33-34 (PDF) STO (DMS II) Project Risk Management Plan – 33-41 (PDF) DHCS (CA-MMIS) Issue Management Plan – 23-25 (PDF) DHCS (CA-MMIS) Issue Management Plan – 23-25 (PDF)
Issue Control STO (DMS II) Project Risk Management Plan – 33-41 (PDF) STO (DMS II) Project Risk Management Plan – 33-41 (PDF) DHCS (CA-MMIS) Issue Management Plan – 25-28 (PDF) DHCS (CA-MMIS) Issue Management Plan – 25-28 (PDF)
Procurement Management Plan
Vendor Management BOE (CROS) Contract Management Plan for Consultants and Non-Prime Contracts – 18-30 (PDF) BOE (CROS) Contract Management Plan for Consultants and Non-Prime Contracts – 18-30 (PDF) BOE (CROS) Contract Management Plan for Consultants and Non-Prime Contracts – 18-30 (PDF) BOE (CROS) Contract Management Plan for Consultants and Non-Prime Contracts – 18-30 (PDF)
Project Organization Chart
Organizational Chart STO (DMS II) Charter – 9 (PDF) STO (DMS II) Charter – 9 (PDF) BOE (CROS) Project Management Plan – 33 (PDF) BOE (CROS) Project Management – 33 (PDF)
Quality Management Plan
Introduction STO (DMS II) Project Quality Management Plan – 6-8 (PDF) STO (DMS II) Project Quality Management Plan – 6-8 (PDF) STO (DMS II) Project Quality Management Plan – 6-8 (PDF) DHCS (CA-MMIS) Quality Management Plan – 14-17 (PDF)
Roles and Responsibilities STO (DMS II) Project Quality Management Plan – 13-15 (PDF) STO (DMS II) Project Quality Management Plan – 13-15 (PDF) STO (DMS II) Project Quality Management Plan – 13-15 (PDF) DHCS (CA-MMIS) Quality Management Plan – 94-98 (PDF)
Approach STO (DMS II) Project Quality Management Plan – 11-12 (PDF) STO (DMS II) Project Quality Management Plan – 11-12 (PDF) STO (DMS II) Project Quality Management Plan – 11-12 (PDF) DHCS (CA-MMIS) Quality Management Plan – 27-29 (PDF)
Definition STO (DMS II) Project Quality Management Plan – 16-23 (PDF) STO (DMS II) Project Quality Management Plan – 16-23 (PDF) STO (DMS II) Project Quality Management Plan – 16-23 (PDF) DHCS (CA-MMIS) Quality Management Plan – 51-52 (PDF)
Measurement STO (DMS II) Project Quality Management Plan – 23-37 (PDF) STO (DMS II) Project Quality Management Plan –23-37 (PDF) STO (DMS II) Project Quality Management Plan – 23-37 (PDF) DHCS (CA-MMIS) Quality Management Plan – 30-39 (PDF)
Improvement STO (DMS II) Project Quality Management Plan –37-42 (PDF) STO (DMS II) Project Quality Management Plan –37-42 (PDF) STO (DMS II) Project Quality Management Plan –37-42 (PDF) DHCS (CA-MMIS) Quality Management Plan – 49-54 (PDF)
Product Quality STO (DMS II) Project Quality Management Plan –31-33 (PDF) STO (DMS II) Project Quality Management Plan –31-33 (PDF) STO (DMS II) Project Quality Management Plan –31-33 (PDF) DHCS (CA-MMIS) Quality Management Plan – 34-39 (PDF)
Requirements Management Plan
Introduction DHCS (CA-MMIS) Requirements Management Plan – 11-15 (PDF)
Roles and Responsibilities DHCS (CA-MMIS) Requirements Management Plan – 40-42 (PDF)
Requirements Management Processes DHCS (CA-MMIS) Requirements Management Plan – 31-39 (PDF)
Requirements Definition DHCS (CA-MMIS) Requirements Management Plan – 21-25 (PDF)
Requirement Type DHCS (CA-MMIS) Requirements Management Plan – 23 (PDF)
Requirements Development DHCS (CA-MMIS) Requirements Management Plan – 21-31 (PDF)
Requirements Traceability DHCS (CA-MMIS) Requirements Management Plan – 31-38 (PDF)
Risk Management Plan
Introduction BOE (CROS) Risk Management – 5 (PDF) FTB (EDR) Risk Management Plan – 5 (PDF)
Roles and Responsibilities BOE (CROS) Risk Management – 6-7 (PDF) FTB (EDR) Risk Management Plan – 49-54 (PDF)
Risk Management Processes BOE (CROS) Risk Management – 8-19 (PDF) FTB (EDR) Risk Management Plan – 12-15 (PDF)
Identify Risks BOE (CROS) Risk Management – 9-10 (PDF) FTB (EDR) Risk Management Plan – 17 (PDF)
Risk Register BOE (CROS) Risk Management – 18-19 (PDF) FTB (EDR) Risk Management Plan – 42-47 (PDF)
Analyze Risks BOE (CROS) Risk Management – 11-14 (PDF) FTB (EDR) Risk Management Plan – 20
Risk Response Planning BOE (CROS) Risk Management – 16-17 (PDF) FTB (EDR) Risk Management Plan – 26 (PDF)
Risk Control BOE (CROS) Risk Management – 16-17 (PDF) FTB (EDR) Risk Management Plan – 26-31 (PDF)
Risk Register
Register BOE (CROS) Risk Management – 18-19 (PDF) FTB (EDR) Risk Management Plan – 42-47 (PDF)
Schedule Management Plan
Introduction FTB (EDR) Schedule Management Plan – 7-11 (PDF) FTB (EDR) Schedule Management Plan – 7-11 (PDF)
High-Level Workflows and Activities FTB (EDR) Schedule Management Plan – 15-22 (PDF) FTB (EDR) Schedule Management Plan – 15-22 (PDF)
Tools and Environment FTB (EDR) Schedule Management Plan – 40 (PDF) FI$Cal Schedule Management Plan – 14 (PDF)
Roles and Responsibilities FTB (EDR) Schedule Management Plan – 12-14 (PDF) FTB (EDR) Schedule Management Plan – 12-14 (PDF)
Schedule Management Process FTB (EDR) Schedule Management Plan – 38 (PDF) FTB (EDR) Schedule Management Plan – 38 (PDF)
Schedule Development FTB (EDR) Schedule Management Plan – 39-61 (PDF) FTB (EDR) Schedule Management Plan – 39-61 (PDF)
Units of Measure and Level of Accuracy FTB (EDR) Schedule Management Plan – 44-48 (PDF) FTB (EDR) Schedule Management Plan – 44-48 (PDF)
Schedule and Model Maintenance FTB (EDR) Schedule Management Plan – 25-27 (PDF) FTB (EDR) Schedule Management Plan – 25-27 (PDF)
Project Schedule Metrics FTB (EDR) Schedule Management Plan – 19-20 & 71 (PDF) FTB (EDR) Schedule Management Plan – 19-20 & 71 (PDF)
Control Thresholds FTB (EDR) Schedule Management Plan – 73-74 (PDF) FTB (EDR) Schedule Management Plan – 73-74 (PDF)
Reporting Formats FTB (EDR) Schedule Management Plan – 70-71 (PDF) FTB (EDR) Schedule Management Plan – 70-71 (PDF)
Schedule Activity and Progress Updates FTB (EDR) Schedule Management Plan – 26 (PDF) FTB (EDR) Schedule Management Plan – 26 (PDF)
Scheduling Monitoring FTB (EDR) Schedule Management Plan – 22-26 (PDF)
Schedule Control FTB (EDR) Schedule Management Plan – 38-39 (PDF)
Scope Management Plan
Introduction DHCS (CA-MMIS) Scope Management Plan – 6-7 (PDF) DHCS (CA-MMIS) Scope Management Plan – 6-7 (PDF)
Roles and Responsibilities DHCS (CA-MMIS) Scope Management Plan – 21-22 (PDF) DHCS (CA-MMIS) Scope Management Plan – 21-22 (PDF)
Scope Management Process DHCS (CA-MMIS) Scope Management Plan – 9-16 (PDF) DHCS (CA-MMIS) Scope Management Plan – 9-16
Definition of Scope DHCS (CA-MMIS) Scope Management Plan – 9-12 (PDF) DHCS (CA-MMIS) Scope Management Plan – 9-12 (PDF)
Creation of the Work Breakdown Structure (WBS) and Dictionary DHCS (CA-MMIS) Scope Management Plan – 10-12 (PDF) DHCS (CA-MMIS) Scope Management Plan – 10-12 (PDF)
WBS Dictionary DHCS (CA-MMIS) Scope Management Plan – 10-12 (PDF) DHCS (CA-MMIS) Scope Management Plan – 10-12 (PDF)
Control Scope DHCS (CA-MMIS) Scope Management Plan – 17-18 (PDF) DHCS (CA-MMIS) Scope Management Plan – 17-18 (PDF)
Deliverable Validation and Acceptance DHCS (CA-MMIS) Scope Management Plan – 18-20 (PDF) DHCS (CA-MMIS) Scope Management Plan – 18-20 (PDF)
Stakeholder Management Plan
Roles and Responsibilities STO (DMS II) Project Charter–7-8 & 10-13 (PDF)
Stakeholder Analysis FI$Cal Sub Project Management Plan – 44-47 (PDF) FI$Cal Sub Project Management Plan – 44-47 (PDF)
Work Breakdown Structure (WBS)
Introduction DHCS (CA-MMIS) Scope Management Plan – 10-12 (PDF) DHCS (CA-MMIS) Scope Management Plan – 10-12 (PDF) FTB (EDR) Schedule Management Plan – 16 (PDF)
High-Level Workflows and Activities FTB (EDR) Schedule Management Plan – 41-43 (PDF)
Tools and Environment DHCS (CA-MMIS) Scope Management Plan – 9-16 (PDF) DHCS (CA-MMIS) Scope Management Plan – 9-16 (PDF)
Roles and Responsibilities FTB (EDR) Schedule Management Plan – 42-43 (PDF)
WBS Development Process DHCS (CA-MMIS) Scope Management Plan – 10-12 (PDF) DHCS (CA-MMIS) Scope Management Plan – 10-12 (PDF) FTB (EDR) Schedule Management Plan – 39-43 (PDF)
WBS Numbering DHCS (CA-MMIS) Scope Management Plan – 10-12 (PDF) DHCS (CA-MMIS) Scope Management Plan – 10-12 (PDF) FTB (EDR) Schedule Management Plan – 39-43 (PDF)
Estimate Activity Duration FTB (EDR) Schedule Management Plan – 44-45 (PDF)
Generate a WBS Dictionary FTB (EDR) Schedule Management Plan – 39-43 (PDF)
Work Breakdown Structure Tool DHCS (CA-MMIS) Scope Management Plan – 11 (PDF) DHCS (CA-MMIS) Scope Management Plan – 11 (PDF)
Executing Process Phase
Deliverable Expectation Document (DED) STO (DMS II) Project Quality Management Plan – 54 (PDF)
Closing Process Phase
Lessons Learned FI$Cal System Implementation PIER Pre-Wave –21-35 (PDF) FI$Cal System Implementation PIER Pre-Wave –21-35 (PDF)

 

Consider making totally separate pages for a Sample Lib landing page, and separate pages for each Small, Med, Lg, and Mega. Put the link here to the landing page. Tables this large are very bad for accessibility.