Standards, Practices, and Artifacts Introduction

At UCSF, project management standards exist to ensure that technology projects are delivered consistently, strategically, and efficiently across the enterprise.

Initiating

Project initiation defines goals, scope, stakeholders, risks, and resources to align expectations and secure approval before detailed planning begins.

• Project Charter (required)
• Project Requirements Gathering (optional)
• Team Roles and Responsibilities (optional)

Planning

The planning stage of a project is crucial for setting the foundation for success.

• Project Schedule Management (required)
• Hybrid/Agile Schedule/Tracking Management (required)
• Project Resource Management (required)
• Project Communications (required)
• Project Vendor and Procurement Management (optional)
• Project Budget Management (required)
• ITSM integration with project planning (required)

Executing

Project execution is where project plans are put into action and deliverables are produced. The project manager is responsible for coordinating resources and activities to ensure the project progress.

• Project Risk / Issue Management (required)
• Project Decisions- (required)
• Project Change Control Management (required)

Monitoring and Controlling

Monitor project performance against scope, schedule, budget, and quality goals; manage risks, issues, and changes; and take corrective actions to keep delivery on track.

• Project Meeting Management (required)
• Project Status Reporting (required)

Project Closure

Project closure is a crucial phase that ensures everything is properly wrapped up and lessons are captured for future success.

• Project Closure (required)
• Operational readiness and turnover (required)

Project Management Tools

UCSF supports several project management platforms, each serving a distinct purpose within the project lifecycle. See below for information on each tool.

• Approved project management tools

Additional Project Standards

• Project Sizing (required)
• Overall project health status
• Go live date reporting
• Definition of a Project versus an Enhancement

Special Considerations

• Project Audits
• Working on projects which involve legal/legal holds