Project Planning

In this phase, the project manager develops the detailed implementation plan. Sample activities include:

Functional, IT security, and user experience requirements
Review of the current institutional solution landscape to determine if an existing solution will meet at least 80% of needs (all projects)
Development of resource requirements (both functional and technical) along with a rough timeline
Solution, business, and enterprise architecture documentation (including data integrations with other systems) and finalized project charter
Development of an RFP or request for quote for commercial software solutions
IT security review of proposed solution
Review of how proposed solutions meet user experience requirements
Review of proposals and recommendations for selection
Detailed budget (and request for funding if needed)
Project schedule
Begin work on understanding how the system will be supported once in production

The project team should also ensure that funding and resources are approved to move to the next phase.