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DIY Project Management

 
 

Even small projects need to be coordinated and managed. For small or "Lite Projects," we have compiled a list of resources that a team can use.

WHAT IS A LITE PROJECT?

A project is a temporary endeavor with a defined beginning and end, and is undertaken to meet unique goals and objectives. Within ITS, a Lite Project is defined as one that is less than four months in duration, has low institutional visibility, involves fewer than four units, and has few regulatory or audit requirements.

WHAT TOOLS ARE AVAILABLE?

A Lite Project does not require governance approval; however, the project should be approved and prioritized by the unit director. A Lite Project follows a modified process coordinated by a project lead. This will help ensure the project is completed on time, on budget and to the customer’s satisfaction. 

The following tools are available to assist with the Lite Project process: 

  1. The Lite Project Charter Template should be used to help set expectations and ensure all team members of a common understanding of the project purpose, expected deliverables, team member roles, communications necessary, and operational support once the project has been completed.
  2. A Project Tracker Template is available to capture action items, risks, decisions and financials. It is an optional document intended to help the project lead track and organize the details of the project if needed. You can also download a sample Project Tracker.
  3. The Implementation Task List should be used to assist in capturing the sequence of events needed to move to production. It should contain who will be performing which tasks and when, along with any dependencies. If the project requires moving between multiple environments, the Implementation Task List should be used to track the tasks needed for each environment to ensure consistency. The Implementation Task List should be reviewed by all team members to ensure all steps necessary have been communicated before go-live.  You may also download a sample Implementation Task List.