Additional process documents and forms will be added as they become available.

Policy

DocumentDescription
IT Project Management Governance and OversightDefines the governance structure, oversight requirements, and accountability standards for managing IT projects across North Carolina state agencies.

 

Process

DocumentDescription
Project Management ProcessDescribes the end-to-end project management methodology, lifecycle phases, and required controls for state IT projects.
Workflow Phases
- Business ConceptDocument currently unavailable
- InitiationOutlines activities required to formally establish a project, define objectives, and obtain authorization to proceed.
- Plan & ProcureProvides guidance for project planning, solution design, procurement activities, and acquisition of project resources.
- Build & ImplementDescribes processes for developing, testing, deploying, and transitioning project deliverables into production.
- CloseoutDefines the activities required to complete a project, document outcomes, and formally close project work.
Roles, Responsibilities & AuthoritiesIdentifies key project stakeholders and defines their responsibilities, decision-making authority, and governance roles.
Determining an IT ProjectProvides criteria for determining whether an initiative qualifies as an IT project subject to EPMO governance and oversight.

 

Instruction

DocumentDescription
Decision Points
- Business CaseDocument currently unavailable
- Weekly StatusDocument currently unavailable
- Change RequestDocument currently unavailable
- Architecture ReviewDocument currently unavailable
- Security ReviewDocument currently unavailable
- Go-Live ReadinessDefines the readiness assessment process used to determine whether a project is prepared for production deployment.
- Go-Live Readiness FormDocument currently unavailable
Closeout
Document currently unavailable
ScheduleDocument currently unavailable
Budget
- Project Budget FormDocument currently unavailable
Corrective Action
- Corrective Action FormDocuments project performance issues and the actions required to address identified deficiencies or noncompliance.

 

Phoenix Project Management System Screens

DocumentDescription
Project InitiationProvides instructions for entering and managing project initiation information within the Phoenix system.
Executive SummaryExplains how to document and maintain high-level project information and status summaries in Phoenix.
Project Dates
Provides guidance for recording and updating key project milestones and schedule dates.
BenefitsDescribes how to capture and track projected and realized project benefits in Phoenix.
Budget/ActualsExplains how to enter and monitor project budget, expenditure, and actual cost information.
NCFSProvides guidance for managing North Carolina Financial System-related project information within Phoenix.
SAPDocument currently unavailable
Assessment TypeExplains how to classify projects according to the applicable assessment and oversight requirements.
RiskProvides instructions for documenting, evaluating, and monitoring project risks.
IssuesDescribes how to record, manage, and resolve project issues affecting delivery.
DependencyExplains how to identify and track project dependencies that could impact success.
Contract, Security, & ArchitectureProvides guidance for documenting contract, security, and architecture review information in Phoenix.
Non-Compliance NotificationsDescribes the process for recording and managing project compliance findings and notifications.
Weekly StatusProvides instructions for entering recurring project status updates into the system.
Decision Point History LogDocument currently unavailable
Change RequestProvides instructions for submitting and managing project change requests within Phoenix.
DocumentsDocument currently unavailable
NotificationDocument currently unavailable
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