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PJM 2.6.1 - Project Management Method [for AIM]

Method Navigation

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Phase Overviews

[A] Project Planning
[B] Phase Planning
[C] Phase Control
[D] Phase Completion
[E] Project Completion

Process Overviews

[CR] Control & Reporting
[WM] Work Management
[RM] Resource Management
[QM] Quality Management
[CM] Configuration Management

Tasks & Deliverables

[CR] Control & Reporting
[WM] Work Management
[RM] Resource Management
[QM] Quality Management
[CM] Configuration Management

References

Project Roles

Glossary

TASKS AND DELIVERABLES

[CR] Control and Reporting

Phase	Task Overview	Deliverable Template	Core/Opt
Project Planning
A	CR.010.1 Establish Scope, Objectives, and Approach	Project Management Plan [Initial] Project Startup Checklist	Core Core
A	CR.020.1 Define Control and Reporting Strategies	Control and Reporting Procedures [Initial]	Core
A	CR.030.1 Establish Management Plans	Project Management Plan (CR.010.1) [Complete Initial]]	Core
Phase Planning
B	CR.010.2 Establish Scope, Objectives, and Approach	Project Management Plan (CR.030.1) [Revised]	Core
B	CR.020.2 Define Control and Reporting Strategies	Control and Reporting Procedures (CR.020.1) [Revised]	Core
B	CR.030.2 Establish Management Plans	Project Management Plan (CR.010.2) [Revised]	Core
Phase Control
C	CR.040 Issue and Risk Management	Risk and Issue Form Risk and Issue Log	Core Core
C	CR.050 Problem Management	Problem Report Form Problem Report Log	Core Core
C	CR.060 Change Control	Change Request Form Change Request Log	Core Core
C	CR.070 Status Monitoring and Reporting	Meeting Minutes	Core
Phase Completion
D	CR.080.1 Secure Client Acceptance	Acceptance Certificate [Phase] Client Satisfaction Report [Phase] End Report [Phase]	Core Core Core
Project Completion
E	CR.080.2 Secure Client Acceptance	Acceptance Certificate [Project] Client Satisfaction Report [Project] End Report [Project]	Core Core Core

[WM] Work Management

Phase	Task Overview	Deliverable Template	Core/Opt
Project Planning
A	WM.010.1 Define Work Management Strategies	Work Management Procedures [Initial]	Core
A	WM.020.1 Establish Workplan	Workplan [Initial]	Core
A	WM.030.1 Establish Finance Plan	Finance Plan [Initial]	Core
Phase Planning
B	WM.010.2 Define Work Management Strategies	Work Management Procedures (WM.010.1) [Revised]	Core
B	WM.020.2 Establish Workplan	Workplan (WM.020.1) [Revised]	Core
B	WM.030.2 Establish Finance Plan	Finance Plan (WM.030.1) [Revised]	Core
Phase Control
C	WM.040 Workplan Control	Adjusted Workplan	Core
C	WM.050 Financial Control	Adjusted Financial Plan	Core

[RM] Resource Management

Phase	Task Overview	Deliverable Template	Core/Opt
Project Planning
A	RM.010.1 Define Resource Management Procedures	Resource Management Proceduress [Initial]	Core
A	RM.020.1 Establish Staffing and Organization Plan	Assignment Request [Initial] Staffing and Organization Plan	Core Core
A	RM.025.1 Create Project Orientation Guide	Project Orientation Guide [Initial]	Core
A	RM.030.1 Implement Organization	Staff Training Plan [Initial]	Core
A	RM.040.1 Establish Physical Resource Plan	Physical Resource Plan [Initial] Service Level Agreement	Core Core
A	RM.050.1 Establish Infrastructure	Incoming Item Record [Initial] Installation Plan and Record	Core Core
Phase Planning
B	RM.010.2 Defrine Resource Management Procedures	Resource Management Procedures (RM.010.1) [Revised]	Core
B	RM.020.2 Establish Staffing and Organization Plan	Assignment Request (RM.020.1) [Revised] Staffing and Organization Plan	Core Core
B	RM.025.2 Create Project Orientation Guide	Project Orientation Guide (RM.025.1) [Revised]	Core
B	RM.030.2 Implement Organization	Staff Training Plan (RM.030.1) [Revised]	Core
B	RM.040.2 Establish Physical Resource Plan	Physical Resource Plan (RM.040.1) [Revised] Service Level Agreement	Core Core
B	RM.050.2 Establish Infrastructure	Incoming Item Record (RM.050.1) [Revised] Installation Plan and Record (RM.050.1) [Revised]	Core Core
Phase Control
C	RM.060 Staff Control	Assignment Terms of Reference	Core
C	RM.070 Physical Resource Control	Equipment Fault Record	Core
Phase Completion
D	RM.080.1 Release Staff	Released Staff [Phase]	Core
D	RM.090.1 Release Physical Resources	Released Resources [Phase]	Core
Phase Completion
E	RM.080.2 Release Staff	Released Staff [Project]	Core
E	RM.090.2 Release Physical Resources	Released Resources [Project]	Core

[QM] Quality Management

Phase	Task Overview	Deliverable Template	Core/Opt
Project Planning
A	QM.010.1 Define Quality Management Procedures	Quality Management Procedures	Core
Phase Planning
B	QM.010.2 Define Quality Management Procedures	Quality Management Procedures (QM.010) [Revised]	Core Core
Phase Control
C	QM.020 Quality Review	Review Comments List Review Leader Form	Core Core
C	QM.030 Quality Audit	Audit Action Form Audit Report	Core Core
C	QM.040 Quality Measurement	Metrics Report	Core
C	QM.045 Support Healthcheck	Project Healthcheck Checklist	Core
Phase Completion
D	QM.050.1 Perform Quality Assessment	Quality Report [Phase]	Core
Project Completion
E	QM.050.2 Perform Quality Assessment	Quality Report [Project]	Core

[CM] Configuration Management

Phase	Task Overview	Deliverable Template	Core/Opt
Project Planning
A	CM.010.1 Define Configuration Management Procedures	Configuration Management Procedures	Core
Phase Planning
B	CM.010.2 Define Configuration Management Procedures	Configuration Management Procedures (CM.010.1) [Revised]	Core
Phase Control
C	CM.020 Document Control	Document Index Document Update Notice	Core Core
C	CM.030 Configuration Control	Configuration Item Index Configuration Item Status Record	Core Core
C	CM.035 Knowledge Management	Refer to CM.040 Template	Core
C	CM.040 Release Management	Release Note	Core
C	CM.050 Configuration Status Accounting	Produce Documentation as Appropriate	Core
Phase Completion
D	CM.060.1 Audit Key Deliverables	Audited Baseline [Phase]	Core
Project Completion
E	CM.060.2 Audit Key Deliverables	Audited Baseline [Project]	Core
E	CM.070 Conclude Configuration Management	Configuration Management Production Readiness	Core

[PJM] Miscellaneous PJM Deliverables

Phase	Task Overview	Deliverable Template	Core/Opt
N/A	PJM.01 Compile Engagement Summary	PJM.01 Engagement Summary	Core
N/A	PJM.02 Draft Project Memo	PJM.02 Project Memo	Core
N/A	PJM.03 Create Meeting Agenda	PJM.03 Meeting Agenda	Core
N/A	PJM.04 Draft Rejection Note	PJM.04 Rejection Note	Core
N/A	PJM.05 Record Supplier Assessment	PJM.05 Supplier Assessment Record	Core
N/A	PJM.06 Create Project Document	PJM.06 Generic Project Document	Core
N/A	PJM.07 Compile Phase End Report	PJM.07 Phase End Report	Core
N/A	PJM.08 Create Site Visit Report	PJM.08 Site Visit Report	Core
N/A	PJM.09 Confirm Project Management Completeness	PJM.09 Project Management Checklist	Core
N/A	PJM.10 Confirm Quality Management Completeness	PJM.10 Quality Management Checklist	Core