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CPPM, Chapter A1: Project Initiation
A. Project Initiation Form (PIF)
B. Project Initiation Folder
C. Team Assignments
D. Project Files
E. Work Breakdown Structure (WBS)
F. Client Communication Plan
Project Initiation Checklist
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A. Project Initiation Form (PIF) Highlights
Projects initiated from different directions
Required for all projects Used to assess/assign
project Workflow on bottom of form
Project Mgr PM Supervisor Resource Analyst Department Head Resource Analyst Distribution/File
Provide support documents Comments (How is it
working?)
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PIF – Budget Estimate Cover Sheet
Highlights Supports PIF Budget Provides summary
breakdown Calculates costs ratios Provide supporting
documents Use burden calculation
worksheet
Comments (How is it working?)
5
PIF – Burden Calculation Worksheet
Highlights Assists with burden
calculation Need to know fund source Not currently in forms
directory Update Estimate Cover
Sheet file Coordinate with Mary
Linton
Comments (How is it working?)
6
B. Project Initiation (Orange) Folder Highlights
Used to initiate project through groups that provide support
Route to: LBNL Design Support EH&S Facilities Environmental
Planner Project Administrator
responsible for: Preparing Circulating Expediting
Comments (How is it working?)
• Project Routing Form• EH&S Team
Assignments
• Signed PIF• Funding Approvals• Scope Statement
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B/C. Team Assignments
Highlights Assignment Form
Project Mgr EH&S Design Support Fac. Environmental Planner
Comments (How is it working?)
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C. Project Team Directory
Highlights Generated after routing of
assignment sheet Project Administrator
responsible for: Developing Maintaining Distributing
Comments (How is it working?)
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D. Project Files Highlights
Required for all projects Official project record Setup & maintained by
Project Administrator Forward all relevant project
documents to Project Administrator
Use standard file directory Directory can be tailored Hard Copy file located in
76-213 or “project office” Reminder to use place-
holder/sign-out sheet
Comments (How is it working?)
10
E. Work Breakdown Structure (WBS) Highlights
Small Projects WBS = IRIS Project Tree Use template
Large Projects PED ~ IRIS Project Tree
A/E Other Project Support Project Mgmt
Construction ~ IRIS Proj. Tree Construction Contractor Other Project Support Project Mgmt
PM distributes to Project Team Project Team verifies they are
using correct Project ID PM verifies PO costs are correct
Comments (How is it working?)
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F. Client Communications Plan Highlights
Required for all projects Starts when PM is assigned Completes at end of project Plan should be tailored to project Focus – Client/User/Sponsor, Project Team and support staff Plan/schedule meetings with key project personnel to discuss:
Scope, schedule, budget Critical decisions Risks Changes Review project progress (weekly/monthly?) Other project information
No standardized format
Comments (How is it working?)
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