# Activities Completion Date

Signoff1 PM

OrientationOrientation Completed: On boarding of Project On boarding for Initiative specific projects Communicate with existing resources (both State Farm

and IGS) CAS Orientation QA Process

2 Project Initialization

Create/Validate need for Work Order Assignment of Work Order tracking Number Review questions for initiative lead and/or project lead Review supporting documentation Initiate meeting with Initiative Sponsor

3 Project Initialization

Define/Refine project objectives, scope and stakeholders Complete Project Charter Gain approval from Initiative Sponsor on Project

Charter Submit initial State Farm resource request (PARS) Submit initial IGS resource request CAS will assist in Pre-MAW Development

4 Project Initialization

Conduct Method Adoption Workshop (MAW) Schedule Method Adoption Workshop Create Work products list Create/Refine IGS and/or State Farm resource request Complete project definition document Create preliminary project plan Obtain State Farm and IGS agreement of initial project

definition agreement Review milestones/deliverables identified in the Project

Definition5 Project

InitializationCreate/Review detailed project plan, risk, and refine resources plans Create project communication plan Refine deliverables definitions Create/Revise State Farm Resources request (PARS) Create/Revise IGS resources team request Create detailed project plan Create resource estimating worksheets Perform risk assessment and determine any risk

mitigation plans needing to be incorporated into plan Review with State Farm and IGS project dependencies Create preliminary IGS team availability schedules

6 Project Initialization

Create/Review work order Extract current work order template from the AC

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# Activities Completion Date

Signoff Validate plan with IGS and State Farm work order

activities, Work Order dependencies, State Farm resource request, and IGS Resource Estimating Spreadsheet

Complete draft Work order using agreed project definition, identified dependencies, assumptions and IGS and State Farm responsibilities, estimated schedule and State Farm resource requirements

Review draft Work Order with initiative QA lead Review draft Work Order after revisions with State

Farm sponsor Create Work Order Quality Assurance and Pricing

package Send documents to Initiative QA Lead

7 Project Startup

Conduct Kickoff Confirm PAR approvals Agenda for meeting distributed Supporting documentation entered in SFW phase for

release Initialize Control Books (Financial and Project) Post control books and supporting documentation to

team rooms8 Project

TrackingKey Project Management Tasks Review changes in processes (State Farm and IBM)

that may impact project completion. Validate initial work order (open PCRs, open Issues,

Risk assessment) Review AC Project changes and impact to overall

project Validate project resource changes Manage changes or dependencies that may impact

project schedules Monitor State Farm and IGS team dynamics

9 Project Tracking

Weekly Communication Regular Scheduled Project Team Meetings Distribute project tasks to IGS and State Farm

resources on Friday of each week (Project Tasks list for team members should include tasks that are to be started and/or finished during that reporting period)

Validate that all team members have sent project status updates by tasks

Post weekly status reports in SFW Phase

10 Project Tracking

IBM Internal Project Management Tasks

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# Activities Completion Date

Signoff Update project plans with actual hours (Information

from IGS team resources) Update financials with expenses Validate actual hours with hours reported to CLAIM Validate project critical path and any variances in

project schedule impacting deliverables or milestone

11 Project Tracking

State Farm Project Management Tasks Update project tasks that are assigned to State with %

Complete (information from State Farm Resources) Validate project State Farm resources with State Farm

Resource sheet Validate Planview with resource task assigned to State

Farm resources

12 Project Control

AC Project ReportingWeekly IGS and SF team tasks reporting State Farm Detailed View Reporting State Farm Hours by Task Reporting (State Farm

Resources Only) State Farm Variance Reporting Weekly Status Report Review project checklist (Critical path changes,

variance in project tasks, changes in resource availability, changes in cross dependency schedules)

13 Project Control

AC Project ReportingBi-Weekly Prepare Executive Status Reports supporting

information14 Project

ControlAC Project ReportingMonthly Update SPP Monthly status Validate PlanView report for resources and total hours

15 Project Control

Perform Ongoing IBM Internal Project Management Tasks. Work with Quality Assurance Manager to schedule

Project Management Reviews (PMRs) Develop a schedule at the beginning of the project to

ensure that time is planned. Prepare PMR materials for distribution at least one

week prior to PMR.

16 Project Perform Ongoing IBM/State Farm Project Management

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# Activities Completion Date

SignoffControl Tasks

Plan Monitoring and Controlling Review open issues and assign responsibilities and

resolution dates Update project plan to reflect any mitigation plans. Ensure that your communication plan is working and all

project stakeholders are informed of project status. Plan, prepare and conduct deliverables review

17 Project Closure

Perform Project Closeout Activities Obtain final client approval and deliverable signoff Review and complete the project closeout checklist that

Raleigh’s contract specialist provides Submit all deliverables to Raleigh for contract file Submit work products and deliverables to ICM Reconcile financial performance and determine final

Gross Profit Prepare lessons learned document and discuss with

Quality Assurance Manager Ensure that Customer Satisfaction Survey is completed

18 Project Closure

Review Project Management Assets Review documentation on AC PMO team rooms Review documentation on SFW Phase

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