Enterprise Integration Toolkit

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Implementation | Preparation

Establish project management practices, train the project team in the selected methodology, construct the project plan and assess project risks.

| | Steps
	Step	Tools
1	Gather and report lessons learned to date 4 Lessons learned from activities and steps of the previous phase should be gathered from key project participants.	Process for gathering and reporting lessons learned
2	Understand implementation methodology 4 Review implementation methodology with SI project manager.	COTS Methodology Checklist Implementation lifecycle view Reference Keys to Success Reference
3	Develop Project Plans 4 Work with SI project lead to develop and communicate high level, 30 day detailed and resource plans that include development of appropriate architecture products.	Sample MS Project Plan End User Education and Training — Lessons Learned Education and Training Concept of Operations (CONOPS) Sample Education and Training Tools Privacy Impact Assessment Questionnaire Privacy Impact Assessment — Sample of a completed questionnaire Privacy Impact Assessment Federal Financial Management Improvement Act of 1996 (FFMIA) Compliance Tools
4	Establish standards 4 Work with SI to establish project standards for documentation, issue management and change control and acceptance.	Issues management sample process Issues Log Sample Scope Change Order Request Form Sample Scope Change Control Process Deliverable Acceptance Form Template System Integration Testing Log and Metrics System Integration Test Overview
5	Establish regular meetings 4 Establish regular project status and steering committee reporting and meetings.	Project Status Report Template Project Status Report Guide Project Status Report Metrics Template Systems Integration Testing Weekly Status Metrics
6	Update Project Charter 4 Update the initial Project Charter to reflect the most current information available, including updated financial data.	Project Charter Template and Guide Program Org Chart Template Project Roles and Responsibilities Guide Roles and Responsibilities - Level of Involvement Sample legacy system retirement report
7	Conduct Project Kick-Off Meeting 4 Conduct kick-off meeting for key Integrated Project Team and other project stakeholders to commence implementation phase.
8	Train project team 4 Train project team on the implementation methodology, project standards to be used for the project lifecycle, providing details and specifics for Detailed Requirements phase.
9	Manage the project teams 4 Assure all business process and technical team leads and members understand what tasks are to be accomplished during the planning phase.	Sample development tracking Sample conversion tracking tool Data conversions overview
10	Assess project risks 4 Perform program risk assessment and create risk mitigation plan for the project.	Risk Management Plan Template and Guide Risk Management Checklist
11	Assure preparation is complete 4 Validate all tasks for preparation phase are complete.	Sign off checklist for Preparation Phase