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Executing Templates
These template's contain “suggested boilerplate language” and assumes that the document owner will make appropriate additions, deletions, and changes for their project’s specific needs. “Suggested boilerplate language” appears in non-italicized text.
 
Integrated Templates
* Templates integrated with both
Project Management and Business Transition Management methodologies *
 
Also provided are 
The forms are arranged in the order in which the PMBOK® Guide (4th edition) has them.


 
Initiating
 
 
The Business Transition (BT) Execute and Control Checklist should be utilized in the Executing Process.  Use it to evaluate whether or not the Executing and Control activities for Business Transition Management have been completed and the BT resource is ready to move on to the Closing Process of the project.
  These tools provide the project team, committees, and other stakeholders necessary information that summarizes critical aspects of the project work from which awareness can be gained and planning and decision-making can be conducted.
 
There are a number of times throughout a project change endeavor that a READIness assessment should be conducted – during Initiating and Executing.  Each assesses readiness and yields findings of what leaders need to do to intervene for greater readiness.  
  This document serves to outline the requirements for the change project.
  This guide is to be used in conjunction with the training plan and materials, as well as the future state/To-Be plans, in addition this document will need to discuss both system and business process changes.
 

Project Phases

Pre-Initiating
Initiating
Planning
Executing
Controlling
Closing
Operations and Maintenance
 
Page updated: September 16, 2009

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