PMO Forms

Monitoring & Controlling

Step 1: Make a formal request that identifies a need.

Step 2: Initiating

• Project Charter Form
  • Business Case
  • Initial Budget
  • Operational Needs
• Solution Analysis Form
  • Compare various software or solution options

Step 3: Planning

• Project Plan Form
  • Team
  • Milestones
  • Detailed budget
  • Timeline
• RACI Form
  • Formally assign responsibilities.
• Cabinet input, prioritization

Step 4: Executing

• Change Request Form for the project changes.
• CIO Approves Plan

Step 5: Closing

• Project Close Form
  • Lessons learned.
  • What improvements can we make?
  • Client accepts work.
  • Client evaluates project.
• PMO Closes Project